Amy Burton is a financial advisor with Raymond James Financial Services Advisors, Inc. in Fort Wayne, IN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She is a partner and branch manager at both BVL Advisors LLC and Burton Vosmeier & Looney Financial Advisory Group. 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, and institutional clients. The firm offers tailored non-discretionary planning and promotes implementation through advisory programs, with notable capabilities in municipal and public finance advisory services.

Kathryn Crager is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and eight years of industry experience. She has worked with Thrivent Financial and Thrivent Investment Management since 2018. Prior to this, she was associated with MBN Properties LLC from 2015 to 2018. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning engagements. The firm focuses on holistic, goal-based analyses and combines planning with managed-account programs under a consolidated billing option called "WealthPlan," while keeping planning and account management separate.

Erika Halliwill is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2020, following seven years at PNC Bank and PNC Investments. J.P. Morgan Securities 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.

Leah Leksich is a Series 66-licensed financial advisor at Thrivent Investment Management with one year of industry experience. Prior to joining Thrivent, she worked at Perfect Location Realty and Cincinnati State Technical and Community College. 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 financial analyses and planning without discretionary trading authority, emphasizing a broad range of planning topics and periodic reviews.

Larry Smith is a financial advisor with Edward Jones in Ossian, Indiana, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a partner in a rental property business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branches.

Daniel Arnold is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2016. Arnold has served in a role overseeing the management of legacy funds held in trust for the economic development of the city of Fort Wayne. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client strategies.

Gregory Solon is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones in Fort Wayne, IN. He has been with Edward Jones since 2011. Outside of his advisory role, he is occasionally involved in administrative work related to rental property management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, and supports clients with a nationwide network of over 23,700 advisors.

Gary Woolman is a financial advisor with Mass Mutual Investors Services in Fort Wayne, Indiana, holding Series 63 and Series 65 licenses and with 42 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2014. Woolman is also involved as Vice President of Legacy Value Advisors, LLC, where he engages in marketing, consulting, and coaching, and participates in business consulting activities through Legacy Advisors Network Ltd. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.

Spencer Fear is a financial advisor at Edward Jones with a Series 66 license and one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Kelly Automotive Group and has a background that includes roles at Indiana University and South Adams Schools. He is also involved with Fear Powersports LLC, a business he has been associated with since 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and offers a range of advisory and investment solutions under a fiduciary standard.

Dustin Hamm is a financial advisor with Edward Jones in Fort Wayne, IN, holding a Series 66 designation and bringing eight years of industry experience. Prior to joining Edward Jones in 2017, he worked for Ferguson Enterprises for 14 years. Outside of his advisory role, he serves as a pastor at Friendship Baptist Church in Brantley, AL, where he leads services, teaches Bible study, and oversees church business affairs. 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 with a large network of financial advisors and branch offices, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Shelly Lynn Larracey is a Series 66-licensed financial advisor with UBS Financial Services, based in Fort Wayne, Indiana. She has 14 years of industry experience and has been with UBS since 2010. She serves on the board of directors for the Fort Wayne Museum of Art. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans.

Hailey Beer is a CFP®-designated financial advisor with Edward Jones in Decatur, IN, bringing seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Maple Seed Farms and Hopebridge Pediatric Specialists. Outside of advising, she is involved as a business owner and partner in two small companies, Midwest Auto Spa LLC and Beer Investments LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and integrated tax-efficient services, supported by a nationwide network of more than 23,700 financial advisors.

John Reimbold is a financial advisor with Ameriprise in Fort Wayne, IN, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as Treasurer on the Wellspring Board of Directors and is a board member of the Charitable Gift Planners of Northeast Indiana. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, with a focus on assets held in Ameriprise Managed Accounts.

Nathaniel Barkley is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Flagstar Bank, Infinex Investments, and Wells Fargo in various capacities. Barkley is involved with Flagstar Wealth Services, a related business connected to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Adam Johnston is a financial advisor with LPL Financial in Fort Wayne, IN, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. His prior roles include positions at Cetera and Lake City Bank. Outside of advising, he is also a licensed real estate broker with Coldwell Banker. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of advisors. The firm offers a range of advisory services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

David Mahlan is a financial advisor with Cetera in Fort Wayne, IN, holding a Series 66 designation and 22 years of industry experience. His work history includes tenures at Cetera since 2014, STAR Financial Bank since 2010, and prior roles at PNC Wealth Management, Natcity Investments, Inc., and Equitable Advisors. Outside of his advisory work, he serves as secretary of a local bowling league. Cetera Investment Advisers LLC is an SEC-registered firm that offers a broad range of investment advisory services to individuals, retirement plans, and institutional clients. The firm operates a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or customize strategies, supporting various account structures and authorities.

Douglas Fear is a financial advisor with Edward Jones in Bluffton, Indiana, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he is a co-owner of Fearco LLC, a screen printing and embroidering business. Edward Jones serves over four million individual and institutional clients and offers a range of wealth management services, including discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branches.

Brett Thomas is a financial advisor at Ameriprise in Fort Wayne, IN, holding a Series 66 designation with eight years of industry experience. Prior to joining Ameriprise, he worked at WANE TV for three years. Outside of his advisory role, Thomas is involved in business ownership of Bite Coolers and works as a freelance journalist producing media content. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates investment research, third-party data, and algorithmic tools within a non-discretionary implementation framework.