Rudi Siela is a CFP® professional with 44 years of industry experience, currently affiliated with Cetera in Fort Wayne, IN. He previously worked for Concourse Financial Group Securities Inc. for over three decades and operates under the dba Financial Focus, providing financial planning and investment advice since 1995. Outside of his advisory role, he serves as an executor for a personal estate. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies with extensive program options and affiliations.

Robert Kruse is a financial advisor with LPL Financial in Fort Wayne, IN, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. His prior roles include positions at Morgan Stanley, BlackRock Investments, and Advisors Asset Management, Inc. Outside of advising, he is involved with Old National Bank as a wealth advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, with investment management options supported by LPL Research and third-party subadvisors.

John Foxworthy II is a CFP®-designated advisor with over 21 years of industry experience, currently with Cambridge Investment Research Advisors. His career includes roles at Cambridge Investment Research, Inc., Foxworthy Wealth Advisors, LLC, The Mahara Group, and LPL Financial. Outside of his advisory work, he serves on the Arts United Investment Committee and the Community Transportation Network board in Fort Wayne, IN, and is also involved in performing arts. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charities, and trusts, offering financial planning, investment management, and retirement advisory services. The firm provides a range of portfolio management options through proprietary and third-party strategies, supporting both discretionary and non-discretionary approaches tailored to client objectives.

William Shinn is a financial advisor with UBS Financial Services in Fort Wayne, IN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS Financial Services since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and a broad range of capital markets solutions.

Thad Winter is a financial advisor with Raymond James & Associates in Ft. Wayne, IN. He holds Series 65 and Series 63 licenses and has 12 years of industry experience. His prior work includes roles at Three Rivers Insurance Group, Inc. from 2004 to 2018, and brief tenures at Org Private Advisor Group, LLC and Financial Marketing Services, LLC in 2018. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and government entities, offering financial planning, consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research resources.

Brianna Gooden is a financial advisor with LPL Financial in Fort Wayne, IN, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. Prior to joining LPL Financial in 2024, she worked at Infinex Investments and Flagstar Bank. Gooden is also involved with Flagstar Bank as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of advisers. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research-supported model portfolios and various technology tools.

Tim Huber is a financial advisor at OSAIC with 17 years of industry experience. He holds the CFP® designation and Series 63 and 66 licenses. Prior to joining OSAIC in 2024, he spent 16 years at American Portfolios and worked at Physiotherapy Associates for 18 years. Outside of his advisory role, he owns and manages Preferred Financial Group, Inc., providing tax preparation, tax planning, and insurance services. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, corporate pension plans, and charitable organizations. The firm offers integrated advisory and brokerage services using a variety of asset-allocation tools and third-party managers, and supports discretionary and non-discretionary account management across multiple investment platforms.

Brady Lucyk is a financial advisor with Cetera, holding Series 65 and Series 63 credentials and six years of industry experience. His prior work includes roles at MML Investors Services, MassMutual Life Insurance, Bankers Life, and Lincoln Financial Distributors. He is also involved with JBC Companies as a fixed insurance consultant. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform providing portfolio management, financial planning, and access to third-party money managers.

Blayne Hammel is a financial advisor with Edward Jones in Fort Wayne, IN, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked for six years at Parkview Health. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Romeo Morris is a financial advisor at Edward Jones in Fort Wayne, IN, with three years of industry experience. He holds a Series 66 designation and has worked in various roles including positions with Fort Wayne Community Schools and local government entities prior to joining Edward Jones. Morris is the founder of This Is Genesis LLC, a consulting business that has never been active. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and affiliated investment products, supported by a widespread network of financial advisors and branch offices nationwide.

Eileen Wagner is a financial advisor with UBS Financial Services in Fort Wayne, IN, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor financial plans.

Barbara Rafalowski is a financial advisor with Primerica Advisors in New Haven, IN, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked at Primerica Advisors since 2022 and previously at Primerica Financial Services beginning in 2020. Outside of her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Todd Larson is a CFP®-certified financial advisor with 28 years of industry experience. He has been with Ameriprise since 2005, currently serving clients from Fort Wayne, IN. Larson is also an author on Biblical Financial Stewardship and teaches advisors on biblical finance through Kingdom Advisors. Additionally, he is involved in youth soccer league activities in the Fort Wayne area. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Bradley Kiess is a financial advisor with Edward Jones in Fort Wayne, Indiana, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Jean Jackson is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 38 years of industry experience. She is the president and owner of Jackson Brokerage Corp and Financial Identity Advisors, Inc., managing insurance and investment services. Jackson has served as past president of the National Association of Insurance & Fund Advisors and is involved in several community and faith-based organizations, including directing biblical leadership and life skills training as a board member of Empowered International. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors.

Douglas Morris is a Series 66 credentialed financial advisor with seven years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2018, following a twelve-year tenure at Evans Toyota. Morris is based in Fort Wayne, Indiana. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various financial topics, with options to combine planning and managed-account services under a consolidated billing program called “WealthPlan.”

Brian Clay is a CFP®-credentialed financial advisor with Edward Jones in Fort Wayne, IN, where he has worked since 2002, totaling 23 years of industry experience. He serves as a teaching pastor at Brookside Church and is on the board of directors for the Power House Youth Center, a nonprofit organization. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Alexandra Frymier is a financial advisor at Wells Fargo Advisors with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Wells Fargo Clearing Services, LLC, and Ash Brokerage, LLC. Outside of her advisory role, she is a sales consultant for Norwex, a company specializing in chemical-free cleaning products. Wells Fargo Advisors serves individual, trust, and institutional clients, offering a broad range of investment and financial planning services including retirement, education, and business-owner transition planning. Advisors use Wells Fargo research and planning tools to develop tailored recommendations, with implementation available through various brokerage and advisory programs.

Robert Veenstra is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Advisors, J.P. Morgan Securities LLC, and JP Morgan Chase Bank, N.A. Outside of his advisory role, he assists the investment team at CPM Group LLC as a Client Service Associate. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies, supported by a centralized service team and proprietary research.

Wesley Privett is a financial advisor with Cetera in Fort Wayne, IN, holding a Series 66 designation and eight years of industry experience. He has worked with Cetera and its related entities since 2017 and previously spent nine years at Quality Restoration Services Inc. Outside of his advisory role, he serves as Senior Vice President of Operations and Compliance for Jackson Brokerage, overseeing fixed insurance operations and compliance matters. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a broad range of portfolio management and financial planning services through various program structures and third-party managers.