Reginald Stiles is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and previously worked at Next Financial Group, Inc. for 11 years. Outside of his advisory role, he is employed by Walmart in a non-investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and various technology-driven solutions.

Zachary Colpaert is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in retail and hospitality management roles, including positions at Decatur Ace Hardware, JDCAB Berne LLC (McDonald's), and Pine Lake Water Park. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

George Wray is a financial advisor at LPL Financial with 44 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked with firms including Cambridge Investment Research and Wells Fargo Advisors. Outside of advisory work, he is involved in agricultural business as the owner of Wray Farms. 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 range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Stacy Thompson is a financial advisor at Morgan Stanley in Fort Wayne, IN, with 21 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and market simulations.

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.

Landon Meyers is a financial advisor with Stifel, holding a Series 66 designation and 14 years of industry experience. He has worked at Stifel Nicolaus & Co. Inc. since 2019, with prior roles at Cetera Investment Advisers, Cetera Investment Services LLC, First Merchants Investments, and Edward Jones. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology from its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning.

Bradley Wadkins is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 65 designation and previously worked at Phillips Financial for six years and spent 27 years at Southwest Allen County Schools. Outside of his advisory work, Wadkins serves as a band judge and instructor for middle and high school bands and participates as a casino-style dealer at charity fundraising events. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, using a range of portfolio management approaches tailored to client objectives.

Gregg Jehl is a CFP®-credentialed financial advisor with 33 years of industry experience, currently with LPL Financial since 2023. Prior to joining LPL, he worked at Cambridge Investment Research for 18 years and has managed Jehl & Kreilach Financial Management since 2005. He serves as a finance committee member on the board of Parkview Health Systems, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Tony Choi is a financial advisor at LPL Financial with 12 years of industry experience and holds a Series 66 designation. He has worked at LPL Financial since 2023, following prior roles at Commonwealth Financial Network and Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and model portfolios, and provides both discretionary and non-discretionary management across its services.

Cindy Hoffman is a financial advisor with Thrivent Investment Management in Fort Wayne, IN, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Hoffman serves on the board of directors for Oakwood Mutual, a property and casualty insurance company in Indiana, and is also a director of the Heartbeat of Hoagland Foundation, a nonprofit supporting heart transplant recipients. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a consolidated billing option called “WealthPlan” that combines planning with managed-account programs while keeping these services distinct.

Spencer Whitcomb is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, N.A. from 2009 to 2018. Based in Fort Wayne, IN, he focuses on institutional consulting services. J.P. Morgan Securities LLC provides institutional clients such as corporations, foundations, and defined contribution plan sponsors with asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and centralized due diligence.

Kevin Thompson is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining Raymond James in 2025, he spent 15 years with Lincoln Financial Advisors and Lincoln Financial Securities Corporation. Outside of advising, he has operated a package delivery service with Amazon Flex. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and governmental entities, providing tailored financial planning and consulting through a range of portfolio management styles and affiliated research resources.

Agnes Schoch is a financial advisor with Thrivent Investment Management in Decatur, Indiana, holding a Series 66 credential and 19 years of industry experience. She has been with Thrivent-affiliated firms since 2006. Outside of her advisory role, Schoch serves on the Geneva Town Council, as a member of the Local Emergency Management Committee, and on the Adams County Economic Development board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority. The firm offers integrated planning and managed-account services under a consolidated billing arrangement called “WealthPlan.”

Pamela Ridenour is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 23 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2011 to 2016. Outside of her advisory role, she serves as a co-guardian for her sister and holds power of attorney for her brother. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, and it includes a broader range of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

Carrie Lamb is a financial advisor at Edward Jones in Fort Wayne, IN, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to joining Edward Jones in 2020, she worked at Iqvia for five years. Outside of her advisory role, she coaches in the health and wellness sector and operates a blog focused on overcoming trauma, mental health, goal setting, and habits. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products, and managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Timothy Ream is a financial advisor with Wells Fargo Advisors in Fort Wayne, Indiana, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. He also owns TJ Ream Practice LLC, an investment-related business based in Fort Wayne. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting specific net-worth criteria, combining proprietary research and planning tools with customizable implementation options.

Lee Morris is a financial advisor at Ameriprise in Fort Wayne, IN, holding a Series 66 designation with seven years of industry experience. Prior to joining Ameriprise in 2023, he worked at Edward Jones for four years and at Wabash Electric Supply Co for three years. He is also associated with CPM Group as an Associate Financial Advisor, managing an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice based on proprietary research and third-party data.

Jason Arp is a Series 66-licensed financial advisor with Thrivent Investment Management in Fort Wayne, IN. He has one year of experience with Thrivent and its related entities and previously worked for the City of Fort Wayne for seven years and ran his own company, J. Arp & Company LLC, for 20 years. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations across various financial topics without implementation. The firm’s approach combines holistic, goal-based analyses with an option to link planning and managed-account services under a consolidated billing program called “WealthPlan.”

Robert Hooker is a financial advisor with LPL Financial in Fort Wayne, IN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Voya Financial Advisors, Lincoln Investment, and Legend Equities Corporation. Outside of his advisory work, he is also an insurance agent specializing in life and health insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and technology-driven investment strategies.

Eric Frappier is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Securities and Raymond James and Associates. He is based in Fort Wayne, Indiana. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors and manages more than $256 billion in assets.