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.

Brett Jones is a financial advisor at LPL Enterprise with a Series 66 credential and one year of experience in the industry. Prior to joining LPL Enterprise, he held roles at Wayne Township Assessors, STAR Financial, Roussel Concrete, Allen County Community Development Corp, and Haley Elementary School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Steven Sandkuhler is a financial advisor with Ameriprise in Fort Wayne, IN, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Outside of his advisory role, he serves as President on the Board of Directors for the GGC of Indiana Educational Foundation and is an adult leader for Job's Daughters International of Indiana. He also participates on the finance committee for the Fort Wayne Country Club. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing tailored recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these services, with a focus on assets held in Ameriprise Managed Accounts.

Thomas Witte is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His background includes roles at Bank of America, Charles Schwab, and several positions related to Indiana University Bloomington. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Finley is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 1999, he has built extensive experience in delivering personalized wealth management strategies. His areas of expertise include corporate executive services, divorce transition planning, employee benefits planning, family wealth management strategies, institutional and corporate benefit services, services for endowments, foundations, and non-profits, personal retirement planning, portfolio management, sports and entertainment, and retirement income. Daniel holds a Bachelor's Degree from Indiana University and maintains professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Born and raised in Fort Wayne, Indiana, he is a father of three and emphasizes collaboration with clients to develop financial strategies aimed at achieving long-term goals. He is also a member of the Rotary organization. Outside of work, Daniel enjoys basketball, billiards, cooking, football, golfing, hiking, music, reading, spending time with his family, and watching movies.

Tyler Lyons is a financial advisor with LPL Financial in Fort Wayne, IN, holding a Series 66 designation and four years of industry experience. His prior roles include positions at 1st Source Bank and Personal Finance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Kevin Noll is a financial advisor with LPL Financial in Fort Wayne, IN, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior work includes roles at Community State Bank and Old National Bank, with two separate tenures at LPL Financial totaling 14 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs and financial planning services, incorporating model portfolios, third-party research, and various management approaches.

James Kennedy is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently with J.P. Morgan Securities in Fort Wayne, IN, having worked there since 2022. His prior experience includes roles at The Prudential Insurance Company of America, TD Ameritrade, Charles Schwab, Howard Bailey Securities, Massachusetts Mutual Life Insurance, and Fidelity Investments. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Julie Reynolds is a financial advisor with Ameriprise in Fort Wayne, IN, holding a Series 66 designation and six years of industry experience. She previously worked for Brotherhood Mutual Insurance Company for 19 years before joining Ameriprise in 2020. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets, utilizing a centralized consulting team to provide tailored, tax-smart withdrawal strategies and income planning through a combination of research, modeling, and asset management.

Justin Maloney is a financial advisor at Edward Jones in Fort Wayne, IN, holding a Series 66 designation with seven years of industry experience. He worked at Ash Brokerage from 2015 to 2018 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a network of approximately 23,701 financial advisors. The firm manages about $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.