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.

Michael Sinacola is a financial advisor with J.P. Morgan Securities in Fort Wayne, Indiana, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank since 2005. Outside of finance, he works as a studio guitarist, performing occasionally with local bands and in recording sessions. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Matthew Carrier is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Cetera and First Merchants Bank. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent Financial Professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

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.

Sandra Caceus Newkirk is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked with PFS Investments Inc. since 2010 and Primerica Financial Services since 2006. In addition to her advisory role, she is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure with ongoing oversight of its investment models.

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.

Parker Watts is a CFP® professional with seven years of industry experience, currently advising clients at Edward Jones since 2019. Prior to joining Edward Jones, he worked at 3BG Supply Co and held positions at IPFW and Pro Tackle Outfitters. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a broad network of financial advisors and branch offices nationwide.

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.

Bryan Eakle is a CFP®-certified financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Brownsburg Community School Corporation for five years. 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 nationwide network of more than 23,700 financial advisors.

Aridai Eubank is a financial advisor at LPL Financial in Fort Wayne, IN, holding a Series 66 designation with seven years of industry experience. Her prior experience includes roles at GTLencke Wealth Management, Harbour Investments, and Compass Financial. Outside of her advisory work, she is also commissioned as a notary public. 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, asset management, and retirement advice services through a large network of advisors, utilizing both proprietary and third-party models along with advanced operational support tools.

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.

Dustin Bantz is a financial advisor at Edward Jones in Decatur, Indiana, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he was involved in entrepreneurial and business roles, including ownership and management positions at Muncie Guns LLC, Culligan Water of Muncie, and 1 Shot Sports LLC. 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 network of financial advisors and branch offices across the country.

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.