Agnes Schoch is a financial advisor with Thrivent Investment Management in Decatur, Indiana, holding a Series 66 credential and 19 years of industry experience. She has been with Thrivent-affiliated firms since 2006. Outside of her advisory role, Schoch serves on the Geneva Town Council, as a member of the Local Emergency Management Committee, and on the Adams County Economic Development board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority. The firm offers integrated planning and managed-account services under a consolidated billing arrangement called “WealthPlan.”

Pamela Ridenour is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 23 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2011 to 2016. Outside of her advisory role, she serves as a co-guardian for her sister and holds power of attorney for her brother. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, and it includes a broader range of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

Carrie Lamb is a financial advisor at Edward Jones in Fort Wayne, IN, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to joining Edward Jones in 2020, she worked at Iqvia for five years. Outside of her advisory role, she coaches in the health and wellness sector and operates a blog focused on overcoming trauma, mental health, goal setting, and habits. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products, and managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Lee Morris is a financial advisor at Ameriprise in Fort Wayne, IN, holding a Series 66 designation with seven years of industry experience. Prior to joining Ameriprise in 2023, he worked at Edward Jones for four years and at Wabash Electric Supply Co for three years. He is also associated with CPM Group as an Associate Financial Advisor, managing an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice based on proprietary research and third-party data.

Jason Arp is a financial advisor with Thrivent Investment Management in Fort Wayne, IN. He holds a Series 66 designation and has professional experience spanning roles at Thrivent Financial and the City of Fort Wayne, as well as running his own company for 20 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary portfolio management. Their approach includes comprehensive written recommendations across various planning areas and an option to combine planning with managed accounts through a consolidated billing program called WealthPlan.

Robert Hooker is a financial advisor with LPL Financial in Fort Wayne, IN, holding Series 63 and Series 65 credentials and having 34 years of industry experience. His prior firms include Voya Financial Advisors, Lincoln Investment, Legend Equities Corporation, and PRUCO Securities. Outside of advisory work, he is licensed as a life and health insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services delivered through a large network of advisors who utilize model portfolios, third-party subadvisors, and customized strategies.

Eric Frappier is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Securities and Raymond James and Associates. He is based in Fort Wayne, Indiana. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors and manages more than $256 billion in assets.

Douglas Shepler is a financial advisor with Cetera, holding a Series 63 designation and 34 years of industry experience. His prior experience includes over two decades at LPL Financial and two years at Robert Baird & Co. Outside of his advisory role, he is involved as a financial professional with Bippus State Bank and provides investment advice and financial planning through BSB Investments. Cetera Investment Advisers LLC is an SEC-registered firm servicing a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and consulting services, supporting multiple program structures and investment strategies across a large national network of advisors.

Richard Gnau is a CFP® professional with 19 years of industry experience, currently serving at J.P. Morgan Securities LLC since 2013. He holds Series 63 and Series 65 licenses and is based in Fort Wayne, Indiana. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser functions, delivering recommendations on a non-discretionary basis.

Nick James is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has previously worked at State Farm and First Church of Christ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and supports its clients through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Shawn Sullivan is a CFP® professional with 11 years of industry experience, currently serving at Wells Fargo Advisors in Fort Wayne, IN since 2023. His prior experience includes roles at Wells Fargo Clearing and the U.S. Air Force. He is involved in other financial practices, holding ownership in two firms, Optare Financial Partners LLC and McSullivan Practice LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions tailored to clients meeting certain net-worth thresholds.

Adelaide Reimbold is a financial advisor with Ameriprise in Fort Wayne, IN, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2021, she held roles in academic institutions including Kentucky Wesleyan College, the University of Nebraska-Lincoln, and the University of Notre Dame. She volunteers with the Foundation for Financial Planning and the Medical Society of Virginia Foundation, providing pro-bono financial planning and educational sessions for medical students and residents. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service team that collaborates with advisors to deliver personalized recommendations focused on income sources and tax-aware withdrawal strategies.

Tracie Luley is a financial advisor at Ameriprise with 28 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Ameriprise and its affiliate since 2010. Outside of her advisory role, she serves as Secretary on the Board of Directors for Specialty Tutoring. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, combining research and modeling to provide tax-efficient income strategies. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Shawn Wall is a financial advisor at Edward Jones in Fort Wayne, IN, with 34 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1991 and holds Series 63 and Series 66 credentials. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Nole Harris is a financial advisor with Edward Jones in Fort Wayne, IN, holding a Series 66 designation and bringing 11 years of industry experience. Before joining Edward Jones in 2022, he worked at several firms including Raymond James Financial Services Advisors, Charles Schwab, CX Institutional, LPL Financial, and Wells Fargo Clearing. Outside of his advisory role, he serves as an unpaid assistant soccer coach at Canterbury High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Vincent Fiacable is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations. He has been with Primerica Financial Services and PFS Investments Inc. since 2025, and is located in Fort Wayne, Indiana. Prior to his advisory roles, he attended Indiana University–Bloomington and Florida Atlantic University, and has experience working in food service and community organizations. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates nationally with thousands of financial advisors and utilizes model-driven investment strategies managed by third-party asset managers.

Malcolm Frost is a financial advisor at Stifel based in Fort Wayne, IN, with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 2017, following 14 years at City Securities Corporation. He also serves as an executor for a non-family estate. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services that incorporate proprietary investment analysis and allocation methodologies.

Michael Scheumann is a financial advisor at Edward Jones in Fort Wayne, IN, holding a Series 66 license with two years of industry experience. His prior work includes roles at MedPro Group, VonLehman & Company Inc, and Ball State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Jonathan Hooker is a financial advisor with LPL Financial in Fort Wayne, IN, holding a Series 66 designation and four years of industry experience. Before joining LPL Financial in 2021, he spent eight years at Fort Wayne Metals and was a college student at Purdue Fort Wayne for ten years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and technological tools.

Joseph Hampton is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Group/Osaic and Amon & Associates. Outside of his advisory role, he works as a delivery driver for Instacart. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.