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.

Dennis Ealing is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for eight years before joining LPL Financial in 2017. Outside of his advisory role, Ealing serves as a board member for a nonprofit organization in Ossian, Indiana. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide 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 retirement plan consulting.

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.

Lucas Salerno is a CFP® certified financial advisor with nine years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Lincoln Financial Advisors Corporation. Outside of advisory work, he is involved as Vice President of the New Haven Football Boosters and owns several business ventures, including FLEXEOS, Inc. and TotChop LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services. The firm offers investment solutions through various platforms and blends proprietary and third-party strategies, with an emphasis on tailored client objectives and transparency around affiliated-strategy economics.

Zachary Scherer is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Securities America Advisors, Inc. and Securities America, Inc. for a decade. In addition to his advisory role, he is president of Scherer Capital Management Inc., providing financial planning and insurance services, and collaborates with Ash Brokerage on legal structured settlement arrangements. OSAIC serves a diverse range of clients including individual and high-net-worth investors, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Anthony Buuck is a financial advisor with Wells Fargo Advisors in Fort Wayne, IN, holding a Series 66 credential and one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Tippmann Construction, LLC and has experience in both the hospitality and education sectors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet specific net-worth criteria.

Hannah Eckert is a financial advisor with Wells Fargo Advisors in Fort Wayne, Indiana. She holds a Series 66 designation and has three years of industry experience, including prior roles at SYM Financial Advisors and Howard Bailey Financial. She completed her studies at Butler University from 2016 to 2020. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and planning tools to develop tailored financial recommendations.