Timothy East is a financial advisor at Edward Jones in Fort Wayne, IN, holding a Series 66 designation 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 offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, supported by a nationwide network of more than 23,700 advisors.

Gregg Jehl is a CFP® with 33 years of industry experience. He is currently affiliated with LPL Financial and has prior experience at Jehl & Kreilach Financial Management, Cambridge Investment Research, Raymond James Financial Services, and Wells Fargo Investments. Jehl serves as a finance committee member on the board of Parkview Health Systems, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of financial planning and portfolio management options supported by research and technology tools.

David Watercutter is a financial advisor at OSAIC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab & Co., Inc. and FSC Securities Corporation. Watercutter also provides notary services to clients through his registered assistant role at Watercutter Financial LLC. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a model-based investment approach, supporting portfolio optimization and multiple strategies through a complex affiliate network.

Tony Choi is a financial advisor at LPL Financial with 12 years of industry experience. He previously worked at Commonwealth Financial Network and Edward Jones. Choi holds a Series 66 designation and is based in Fort Wayne, IN. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Melissa Stout is a financial advisor with Merrill in Fort Wayne, Indiana, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has been with Merrill since 1980 and has worked at Bank of America since 2009. Outside of her advisory work, she is the sole owner of a revocable trust. Merrill, together 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 strategies for a range of individual and institutional clients.

Spencer Whitcomb is a financial advisor with J.P. Morgan Securities in Fort Wayne, IN, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and worked at JPMorgan Chase Bank, N.A. from 2009 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG eligibility frameworks.

Kirkland Johnson is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 35 years of experience in the financial services industry. Since joining Merrill in 1994, Kirk has focused on helping clients pursue financial lifestyles aligned with their personal goals by utilizing a goals-based Wealth Management process, global resources, and advanced web technology. He works primarily with high net worth clients, assisting them in identifying and prioritizing objectives such as estate planning, investments, tax minimization, wealth transfer, and retirement income. Kirk holds multiple FINRA registrations, including Series 7, Series 6, Series 65, and Series 63, as well as an Indiana health and life insurance license. He has earned the Chartered Retirement Planning Counselor (CRPC™) and Chartered Retirement Plans Specialist (CRPS™) designations from the College for Financial Planning Institutes Corp. He also holds both a bachelor's and master's degree from Indiana University. Kirk emphasizes collaboration with a Wealth Management Lending Officer from Bank of America, N.A. to provide personalized banking guidance that complements clients’ financial strategies. In addition to his professional pursuits, Kirk has contributed extensively to philanthropic boards at both local and national levels and is a long-term volunteer in the Fort Wayne community. He resides in Fort Wayne, Indiana, where he enjoys spending time with his family and four children.

Pamela Ridenour is a Series 66 licensed financial advisor with 24 years of industry experience. She is currently with Wells Fargo Clearing, where she has worked since 2016, and previously held positions at Morgan Stanley and Merrill. Outside of her advisory role, she serves as co-guardian for her sister and holds power of attorney for her brother. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from the Wells Fargo Investment Institute and third-party sources to support diversified investment strategies and offers both brokerage and advisory solutions through a large network of financial professionals.

Christopher Disler is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. He previously worked at Investment Centers of America for 11 years before joining LPL Financial in 2017. Outside of his advisory role, he is the sole owner of an inherited family farm. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by operational tools such as machine learning for research and advisor assistance.

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.

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 financial advisor with Thrivent Investment Management in Fort Wayne, IN. He holds a Series 66 designation and has professional experience spanning roles at Thrivent Financial and the City of Fort Wayne, as well as running his own company for 20 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary portfolio management. Their approach includes comprehensive written recommendations across various planning areas and an option to combine planning with managed accounts through a consolidated billing program called WealthPlan.

Douglas Shepler is a financial advisor with Cetera, holding a Series 63 designation and 34 years of industry experience. His prior experience includes over two decades at LPL Financial and two years at Robert Baird & Co. Outside of his advisory role, he is involved as a financial professional with Bippus State Bank and provides investment advice and financial planning through BSB Investments. Cetera Investment Advisers LLC is an SEC-registered firm servicing a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and consulting services, supporting multiple program structures and investment strategies across a large national network of advisors.

David Kolpien is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James since 2001 and is also involved in youth sports through his ongoing work with Summit City Baseball since 1997. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and advisory services with a range of portfolio management styles and affiliated research resources.

Duane Schuman is a financial advisor with Edward Jones in Garrett, Indiana, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. 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 strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Alec Watercutter is a financial advisor at Osaic with a Series 66 designation and one year of industry experience. His prior work includes roles at STAR Bank/Financial and self-employment. Alec has also been involved with Elite Window Cleaning. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm’s investment process centers on model-based asset allocation and portfolio optimization supported by various analytical and risk-management tools.

Richard Gnau is a CFP®-certified financial advisor with 19 years of industry experience, currently with J.P. Morgan Securities in Fort Wayne, IN. He has been with J.P. Morgan Securities since 2013, following a brief tenure at Eagle Strategies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective Wealth Advisor program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations, and it offers a broad range of derivatives and commodities capabilities.

Nick James is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has previously worked at State Farm and First Church of Christ. 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 under management and supports its clients through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Benjamin Mc Bride is a financial advisor with Edward Jones in Auburn, IN, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.