Jacob Aschliman is a financial advisor at Cetera with three years of industry experience. He holds a Series 66 designation and has worked at Cetera and ASCH Financial, where he assists with client communications and administrative duties. He also acts as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base, including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and advisory services through a nationwide network of independent advisors.

Elizabeth Holtzman is a financial advisor at Ameriprise in Fort Wayne, IN, with 21 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Ameriprise and its affiliated entities since 1999. Holtzman is also an Associate Financial Advisor with CPM Group LLC, where she provides financial planning services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Farid Farhoumand is a financial advisor at LPL Financial with 45 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Next Financial Group Inc for 11 years. Farhoumand is also president and CEO of One Resource Wealth Management, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

William Rondeau is a financial advisor at Cetera with seven years of industry experience. His prior roles include positions at LPL Financial, Old National Bank, Infinex Investments, Flagstar Bank, and Wells Fargo. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Andrew Fortmeyer is a financial advisor at Wells Fargo Advisors in Fort Wayne, IN, holding a Series 66 designation with one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Capgemini from 2022 to 2025 and Lake City Bank in 2021. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs analysis.

Kyle Farmer is a financial advisor with Edward Jones in Fort Wayne, Indiana, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Farmer serves on the Board of Directors and the finance committee of the Fort Wayne Philharmonic and chairs its Endowment Sub-Committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of investment needs. The firm offers various managed strategies and affiliated investment products, supported by a nationwide network of over 23,000 financial advisors.

Gregory Habig is a financial advisor at UBS Financial Services with 33 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 designations. Outside of his advisory role, he is a partner in a family condo rental business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services to provide a broad range of solutions.

Kyle Aschliman is a financial advisor at Cetera with 19 years of industry experience. He holds the ChFC® and Series 66 designations. His prior experience includes roles at Sigma Planning Corporation and APP Financial LLC. Outside of advising, he owns and manages Asch Financial LLC, a financial services and tax planning business. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.

Ryan Burton is a financial advisor with Raymond James Financial in Fort Wayne, IN. He holds a Series 66 designation and has one year of industry experience. Prior to joining Raymond James, he worked at Joseph Decuis Wagyu Farm and held teaching positions at the University of Saint Francis, Fort Wayne Lawn And Landscape, Homestead Senior High School, and Woodside Middle School. Outside of his advisory role, he is employed as an associate at 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, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Matthew Schmidt is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Raymond James & Associates. He previously worked at Robert Baird & Co. and JJB Hilliard W.L. Lyons LLC. Outside of his advisory role, he is involved with Emmanuel Lutheran Church as a stewardship and council member and serves on the Northeastern Indiana Alumni Board at Ball State University. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, utilizing multiple portfolio management styles supported by firm research and affiliated sub-advisers.

Andrew Dixon is a financial advisor with Cetera in Fort Wayne, IN, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Cetera since 2019 and previously worked with Foresters Advisory Services LLC and Foresters Financial from 2011 to 2019. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and oversees more than $256 billion in assets across a network of over 10,000 advisors.

Ali Halilovic is a financial advisor at LPL Financial with 14 years of industry experience. He previously worked at CUSO Financial Services, LP for 13 years and has been involved with Three Rivers FCU for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by model portfolios and research.

Leah Palladino is a financial advisor with Ameriprise in Fort Wayne, IN, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Outside of her advisory role, she owns and operates Reliant Ops, a consulting business. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, delivering non-discretionary, research-driven recommendations primarily focused on tax-efficient withdrawal strategies and Social Security options. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kody Lowden is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and three years of industry experience. Their prior roles include positions at Foxworthy Wealth Advisors, 3BG Supply, Howard Bailey Financial, NYLIFE Securities LLC, New York Life Insurance, and Lincoln Financial Distributors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals using a variety of portfolio management and model-based solutions.

Benard Weibel is a financial advisor with LPL Financial in Fort Wayne, Indiana, holding Series 65 and Series 63 credentials and nine years of industry experience. His career includes roles at Infinex Investments, Flagstar Bank, Wells Fargo Clearing, and Wells Fargo Advisors. He is also a branch manager at Flagstar Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide array of financial planning and advisory programs supported by research and advanced portfolio management technologies.

Allen Loechner is a financial advisor with Wells Fargo Advisors in Fort Wayne, Indiana, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he serves on the investment committee of Concordia Theological Seminary and is a member of the Endowment Committee for the Fort Wayne Philharmonics. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services tailored to clients who meet certain net-worth thresholds. The firm combines advisory services with other financial product offerings and referral channels.

Jeffrey Whitmer is a financial advisor at Edelman Financial Engines in Fort Wayne, IN, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with the firm and its predecessor entities since 2015. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, combining proprietary modeling with planner delivery and online tools across a range of investment options.

Joseph Goebel is a financial advisor with Raymond James & Associates in Ft. Wayne, IN, holding Series 63 and Series 65 designations and having 36 years of industry experience. He has been with Raymond James & Associates since 2009. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Benjamin Simcox is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has previously operated under Simcox Financial Services. His background includes work outside the financial sector, including roles in traffic operations and concrete services in Fort Wayne, IN. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using risk profiling and analytical modeling, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Leonard Boniface Jr. is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Bank of America. Outside of advising, he owns and manages a rental apartment business in Fort Wayne, IN. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary consulting, and municipal advisory services, supported by a nationwide team and comprehensive research resources.