Joel Henline is a financial advisor with Ameriprise in Fort Wayne, IN, holding Series 65 and Series 63 certifications and 19 years of industry experience. Prior to joining Ameriprise in 2022, he worked at First Palladium, LLC, Mercap Securities, LLC, and Ash Brokerage Corporation. He is also involved with CPM Group LLC, providing investment recommendations and client meetings. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Gregory Reynolds is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. Prior to joining Raymond James in 2019, he worked at Wells Fargo Advisors and Edward Jones. Reynolds is involved in several business ventures, including ownership roles in multiple LLCs and estate planning entities. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports its clients through a wide network of advisors and affiliated firms.

Christopher Moore is a financial advisor with Ameriprise Financial Services in Fort Wayne, Indiana, holding a Series 63 designation and bringing 37 years of industry experience. He has been with Ameriprise since 2005, including six years with the current firm structure. Outside of his advisory work, he is involved in managing several business entities, including a commercial real estate holding company and firms overseeing employees and equipment. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing a collaborative, research-driven approach with ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Andrew Smith is a Series 66 credentialed advisor with 18 years of industry experience. He is currently with Osaic Wealth, Inc., having previously worked at LPL Financial and Edward Jones. Smith serves as a board member and finance committee member for the YMCA of DeKalb County, Indiana. OSAIC Wealth serves a diverse clientele, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services delivered through multiple affiliated entities, with an investment process that utilizes model-based asset allocation and portfolio optimization tools.

Martin Carbaugh is a financial advisor with Cetera in Fort Wayne, IN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Concourse Financial Group Securities Inc, Tradewell & Tax Financial, and USA Financial Securities. In addition to his financial advising career, Carbaugh serves as an elected State Representative in the Indiana General Assembly. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients with portfolio management, financial planning, and access to third-party money managers. The firm supports a range of program structures and investment strategies, managing over $256 billion in assets through a network of more than 10,000 advisors.

Theresa Patron is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked at Raymond James since 2008 and previously spent four years at SAGE Private Wealth Group, LLC. In addition to her advisory role, she is a self-published author of five books and serves as an operations manager at Simcox Financial Services, Inc. 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 and utilizes advanced analytical tools, supporting its clients through a broad network of advisors and specialized advisory programs.

Matthew Vincent is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with Cetera and affiliated entities since 2015 and also works with First Merchants Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that provides access to various investment strategies across discretionary and non-discretionary programs.

William Nagy is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Hylant, The Horton Group, and The Shaner Agency. He is also an associate financial advisor at Practice Management Associates in Fort Wayne, IN. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling to offer tailored, tax-efficient withdrawal strategies. The firm delivers these services through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions.

Bryan Post is a Series 66 licensed financial advisor with Edward Jones in Hicksville, Ohio, where he has worked since 2015. He has 11 years of industry experience. Bryan serves on the Holgate Local Schools Board of Education, contributing to district governance and budget oversight. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

James Wietfeldt is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services and Questar Asset Management. Outside of advising, he serves as a church council member and acts as a financial and healthcare power of attorney for his brother. OSAIC Wealth serves a diverse client base including retail, institutional, high-net-worth, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a model-based investment approach supported by asset allocation, portfolio optimization, and various managed account strategies.

Kory Klosterman is a financial advisor at Edward Jones in Fort Wayne, IN, holding CFP® and Series 66 credentials with 10 years of industry experience. He has been with Edward Jones since 2015. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Masloob is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2012. Prior to and alongside his advisory role, he was involved with Riverhouse Honey for 10 years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary asset allocation and manager search program supported by centralized quantitative and qualitative due diligence.

Nicholas Hall is a financial advisor with LPL Financial in Fort Wayne, IN. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked at Celsius Holdings and Atomic Brands, and spent 25 years at Pepsi Beverages Company. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Christopher Pierce is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and previously worked at American Portfolios and Wells Fargo Bank. Outside of his advisory role, Pierce is involved in insurance sales and prepares tax returns as a partner at Preferred Financial Group. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization strategies.

Gregory Neuenschwander is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing for seven years. Outside of financial advising, he owns Ntech Motorsports LLC, a company involved in manufacturing and developing parts for racing and vintage cars. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using analytical tools and supports a broad advisor network with specialized programs for municipal finance and employer-sponsored retirement plans.

Julie Burenga is a CFP® professional with 26 years of experience in the financial services industry. She is currently with LPL Financial and has previous experience at Jehl & Kreilach Financial Management, Cambridge Investment Research Advisors, Raymond James Financial Services, and Wells Fargo Investments. Outside of her advisory work, she serves on the board of Van Wert City Schools. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customizable strategies supported by advanced research and operational tools.

Krista Hamilton Smith is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the SSK Group. She has been with Merrill Lynch since 2001 and has over 25 years of experience in the financial services industry. Krista focuses on helping clients develop solutions and providing investment guidance for individuals, families, and their businesses by understanding their financial goals. She holds a Bachelor's degree in Applied Management from Trine University and maintains Series 7 and Series 66 FINRA registrations, as well as an Indiana Health and Life Insurance license. Krista is also a Personal Investment Advisor (PIA) and participates in several professional organizations including the American Red Cross, Indiana Audubon Society, The Nature Conservancy, The Trust for Public Land, and Trine University Alumni. Krista lives in Angola, Indiana with her husband and has three grown children. Her personal interests include biking, boating, camping, cooking, gardening, music, traveling, yoga, and spending time outdoors with her family.

Stacy Thompson is a financial advisor with Morgan Stanley in Fort Wayne, IN, holding a Series 66 designation and 22 years of industry experience. Her prior firms include Wells Fargo Clearing and UBS Financial Services. She has been with Morgan Stanley since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning supported by structured discovery processes and advanced modeling tools.

Steven Scheibelhut is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Lincoln Financial Network and PNC Wealth Management. He currently serves as a branch supervisor and financial advisor at Reynolds Wealth Management in Fort Wayne, IN. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Jeana Born is a Series 66-licensed financial advisor at Ameriprise with 16 years of industry experience. She has been with Ameriprise and its predecessor entities since 2008. Outside of her advisory role, she serves on the board of the Westlawn Civic Association in Fort Wayne, IN. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets. The firm provides non-discretionary, research-backed recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies, supported by a centralized consulting team.