Malcolm Frost is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel since 2017, following prior roles at City Securities Corporation and Natcity Investments, Inc. He also serves as an executor for a nonfamily estate. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

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.

Trent Moore is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Matalco Inc. for nine years and Alexin LLC for three years. Outside of financial advising, he owns a small construction remodeling business where he occasionally undertakes projects such as building decks and siding. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory solutions. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices across the United States.

Justin Barker is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Pathfinder Services, Inc. for eight years before joining Edward Jones in 2021. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and reported approximately $1.01 trillion in assets under management.

Barbara Emenhiser is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 22 years of industry experience. She has worked with various affiliates within Raymond James since 2007. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning using risk profiling and modeling tools, and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Kara Alvarado is a financial advisor with Wells Fargo Advisors in Fort Wayne, IN, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked within various Wells Fargo entities since 2013. Outside of her advisory role, she serves as the chair of the parish finance council at St. Joseph Catholic Church and School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with banking and lending products.

Christopher Birkenbeul is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His prior roles include positions at Cambridge Investment Research, Midwest Community Credit Union, LPL Financial, Ash Brokerage Corporation, and other financial firms. He is also the owner of Birkenbeul Financial, a DBA for his business activity with Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Lisa Waterman is a CFP® professional with 30 years of industry experience, currently affiliated with OSAIC. Her work history includes roles at Royal Alliance Associates, Inc., Signator Investors, Inc., and Fifth Third Securities, Inc., in addition to operating Waterman Financial Services. Outside of her advisory duties, she serves as president of the Allen Business Exchange, a professional group focused on business improvement, and holds various nonprofit and community leadership positions including roles with Rotary District 6540 Charities, Blue Lake Conservancy District, and Churubusco Public Library. OSAIC serves a diverse client base ranging from individual investors to large institutions, offering an integrated suite of brokerage, advisory, and financial planning services through a broad network of affiliated advisers and multiple platforms. The firm utilizes asset-allocation tools and risk analysis to construct portfolios across various asset classes and provides both discretionary and non-discretionary account management.

Phillip Hamand is a financial advisor with LPL Financial in Fort Wayne, IN, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Key Investment Services and Old National Bank. Outside of advising, he operates Meg's Writing Co LLC, a home-based business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, and institutions, offering diverse advisory services and investment platforms through a large network of advisors.

Barbara Wolfe is a Series 66 licensed financial advisor with UBS Financial Services Inc. in Fort Wayne, Indiana. She has 18 years of industry experience and has been with UBS since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances.

Sarah Suddarth is a Financial Consultant currently working with Fidelity Investments, a position she has held since 2020. She has over 11 years of experience in the financial industry, with previous roles including Financial Consultant at TD Ameritrade from 2018 to 2020 and Retirement Consultant at Lincoln Financial Group from 2015 to 2018. Sarah's professional focus involves working closely with clients and their families to develop, implement, adjust, and monitor clear and straightforward financial plans aimed at achieving their personal definitions of financial success. Outside of her professional life, Sarah has interests in comedy, fitness, outdoor adventures, running, and soccer. She is also involved in volunteering activities.

Kelly Yeiter is a financial advisor at Edward Jones in Fort Wayne, IN, holding a Series 66 designation with three years of industry experience. Yeiter has been with Edward Jones since 2002. 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 across a nationwide network of more than 23,700 financial advisors, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Sean Asiala is a financial advisor with Edward Jones in Fort Wayne, IN, holding a CFP® designation along with Series 63 and Series 66 licenses. He has 19 years of industry experience, all of which have been with Edward Jones since 2006. 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 and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Michael Caley is a CFP® and ChFC® with 12 years of experience in the financial services industry. He has been with Edward Jones in Fort Wayne, IN since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michelle Covington is a financial advisor at Edward Jones in Fort Wayne, IN, holding Series 63 and Series 65 licenses. She has prior experience working at the Association Headquarters and with nonprofit organizations such as Lions Clubs International Foundation and Greater Chicago Food Depository. Covington has been with Edward Jones since 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Tiffany Haupert is a financial advisor at LPL Financial with 20 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2022. Prior to joining LPL, she spent 17 years with CUNA Brokerage Services, Inc. and has also been affiliated with Beacon Credit Union since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Daniel De Bolt is a financial advisor at Edward Jones in Fort Wayne, IN, holding the Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Heart to Heart Hospice, the Center for Vein Restoration, and Parkview Physicians Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory and investment strategies supported by a nationwide network of more than 23,000 financial advisors.

Christopher Vosmeier is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He is a partner at Burton Vosmeier & Looney Financial Advisory Group, where he has worked since 2014. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Amy Burton is a financial advisor with Raymond James Financial Services Advisors, Inc. in Fort Wayne, IN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She is a partner and branch manager at both BVL Advisors LLC and Burton Vosmeier & Looney Financial Advisory Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored non-discretionary planning and promotes implementation through advisory programs, with notable capabilities in municipal and public finance advisory services.