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.

Christian Cummins is a financial advisor with J.P. Morgan Securities in Columbia City, IN, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Fidelity Investments and Reynolds Wealth Management, where he served as an associate and junior financial advisor. His background also includes roles outside finance such as work in lawn care and automotive sales. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice and customized performance reporting through a non-discretionary advisory model. The firm integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

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.

Matthew Friesner is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and two years of industry experience. He has held roles at PFS Investments Inc. and Primerica Financial Services and is also involved with Friesner Strategies, LLC. Friesner operates in Fort Wayne, IN. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports account custody through Pershing, managing approximately $15.5 billion in assets.

Shannon Hardiek is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. She holds a Series 66 designation and previously spent over two decades with Phillips Financial Management, LLC. Outside of her advisory role, Hardiek teaches music to high school marching band students and serves on the board of trustees for Canterbury School, participating in board meetings and the finance committee. Cambridge Investment Research Advisors serves a wide range of clients including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both proprietary and third-party investment strategies across various platforms and custody arrangements.

Daniel Schmidt is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. He previously worked at Robert Baird & Co. and J.J.B. Hilliard, W.L. Lyons LLC. Outside of his advisory role, he serves as the personal representative on the estate of Laura Smith. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and various organizations, offering financial planning and investment consulting with a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Tina Baughman is a financial advisor with Cetera in Fort Wayne, Indiana, holding Series 63 and Series 65 credentials and 35 years of industry experience. She has held positions at several firms including Integrity Insurance Solutions, VOYA Financial Advisors, and Lincoln Investment. Baughman is also president of Integrity Financial Advisors, a financial services firm where she serves as a registered representative. Cetera Investment Advisers LLC is an SEC-registered firm operating a nationwide network of independent advisors. The firm serves individual, retirement, corporate, charitable, and institutional clients through varied portfolio management and planning services, offering access to both affiliated and third-party managers across multiple program structures.

Joshua Scott is a financial advisor at OSAIC with 10 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. and Indiana Farm Bureau Insurance. In addition to his advisory work, he has served as a local supervisor of officials for USA Hockey since 1999. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, corporations, and charitable organizations through a large network of affiliated advisers. The firm employs a variety of advisory platforms and tools to create portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Jacob Schau is a financial advisor at Wells Fargo Advisors with a Series 66 designation and two years of industry experience. He previously worked at Shambaugh & Son LP and held engineering roles at Project Design & Piping, Inc. and Bechtel Oil, Gas, & Chemical. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning options using proprietary research and tools, serving clients who meet certain net-worth thresholds with tailored recommendations.

Teresa Lebo is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated funds, operating under a fiduciary standard.

Connor Gunkel is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has five years of industry experience. Prior to joining Raymond James, he worked at Franciscan University of Steubenville from 2016 to 2020. He is also involved as an independent contractor with Gunkel Financial Services, LLC, a business he owns for managing compensation and expenses. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and employs tools such as risk profiling and probability modeling to support client goals, while also offering specialized services like municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.