Tracie Luley is a financial advisor at Ameriprise with 28 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Ameriprise and its affiliate since 2010. Outside of her advisory role, she serves as Secretary on the Board of Directors for Specialty Tutoring. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, combining research and modeling to provide tax-efficient income strategies. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Zachary Jennings is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliates since 2015. Outside of his advisory role, he is involved with Practice Management Associates, LLC, where he participates in client meetings, trading support, and wealth management activities. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficient strategies to create personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Eric Bowser is a financial advisor at Edward Jones in Auburn, IN, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Nucor for 17 years. He serves as Finance Lead at Pine Hills Auburn Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory programs and maintains a large network of financial advisors and branch offices across the country.

Nole Harris is a financial advisor with Edward Jones in Fort Wayne, IN, holding a Series 66 designation and bringing 11 years of industry experience. Before joining Edward Jones in 2022, he worked at several firms including Raymond James Financial Services Advisors, Charles Schwab, CX Institutional, LPL Financial, and Wells Fargo Clearing. Outside of his advisory role, he serves as an unpaid assistant soccer coach at Canterbury High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Vincent Fiacable is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations. He has been with Primerica Financial Services and PFS Investments Inc. since 2025, and is located in Fort Wayne, Indiana. Prior to his advisory roles, he attended Indiana University–Bloomington and Florida Atlantic University, and has experience working in food service and community organizations. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates nationally with thousands of financial advisors and utilizes model-driven investment strategies managed by third-party asset managers.

Dana Simcox is a financial advisor with Raymond James Financial in Fort Wayne, IN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Raymond James Financial since 2009 and has owned Simcox Financial Services since 2003. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients, offering tailored non-discretionary planning supported by advanced analytical tools and a broad network of affiliated advisory firms.

Lee Cook is a financial advisor at Raymond James & Associates with 29 years of industry experience. He previously worked at PNC Investments from 2014 to 2018 before joining Raymond James in 2018. Cook holds Series 63 and Series 65 licenses. He serves on the board of the nonprofit Eastern Early Education and is a member of the finance and investment committee for the United Way of Dekalb County. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, and provides tailored financial planning and consulting services through a variety of portfolio management styles and affiliate resources.

Michael Scheumann is a financial advisor at Edward Jones in Fort Wayne, IN, holding a Series 66 license with two years of industry experience. His prior work includes roles at MedPro Group, VonLehman & Company Inc, and Ball State University. 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 offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Robert Podschlne is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on establishing a wealth management process for individual clients by utilizing the Personal Wealth Analysis® (PWA) platform, which helps clients develop a financial game plan tailored to their essential and aspirational goals. His expertise includes retirement planning, lending needs, insurance needs, wealth preservation, and portfolio management services. Robert works closely with clients and their families to set and pursue goals related to college education planning, family wealth management strategies, personal retirement planning, individual and corporate investment strategy, and retirement income. Robert holds a Bachelor's Degree from Central Michigan University and the Professional Investment Advisor (PIA) designation. Outside of work, he enjoys baseball, basketball, football, music, spending time with his family, watching movies, and woodworking.

Tyler Haire is a Wealth Management Advisor with Merrill Lynch Wealth Management, joining the firm in 2017. He brings more than six years of experience in the financial services industry, focusing on assisting individuals, business owners, and companies navigate the financial impacts of life events, market fluctuations, and regulatory changes. Tyler works closely with high-net-worth individuals and families to understand their financial situations, risk tolerance, and goals, crafting personalized strategies to help prioritize and pursue their long-term financial objectives. Tyler holds multiple professional designations, including the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) credentials. He earned his bachelor's degree from Indiana University/Purdue University at Fort Wayne. Leveraging Merrill Lynch’s resources and research from BofA Global Research, Tyler provides clients with access to comprehensive services such as income management, education funding, retirement planning, and estate planning, while collaborating with other professionals as needed. In addition to his professional commitments, Tyler values community involvement and dedicates time volunteering with local organizations. Outside of work, he enjoys football, golfing, and spending time with his family. His personal philosophy emphasizes working one-on-one with clients to develop tailored financial strategies aligned with their unique goals.

Scott Cook is a financial advisor with Edward Jones in Fort Wayne, IN, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Edward Jones since 2007. Outside of advising, he owns Gregorian Studios, a music production business, and produces original music and devotional content for the Distinctive Devotionals YouTube channel. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Joseph Hampton is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Group/Osaic and Amon & Associates. Outside of his advisory role, he works as a delivery driver for Instacart. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Michael Sinacola is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Outside of finance, he works as a studio guitarist, performing occasionally with local bands and recording sessions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary framework.

James Brownwell is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has been in the industry since 2025. His prior work experience includes roles at Reynolds Wealth Management and Credent Wealth Management, along with service in the United States Marine Corps. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using advanced analytical tools and supports a wide network of advisors and affiliated firms.

Barbara Emenhiser is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 22 years of industry experience. She has worked with various affiliates within Raymond James since 2007. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning using risk profiling and modeling tools, and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Matthew James is a financial advisor with LPL Financial in Fort Wayne, IN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at LPL Financial since 2026 and previously held roles at Momentum Wealth, Commonwealth Financial Network, and James & Minnich Financial. Outside of advising, he is president and owner of James Wealth Advisory Group, Inc., which also provides tax preparation services. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a large network of advisors.

Sandra Caceus Newkirk is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked with PFS Investments Inc. since 2010 and Primerica Financial Services since 2006. In addition to her advisory role, she is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure with ongoing oversight of its investment models.

Jessica Stephenson is a financial advisor at Edward Jones in Auburn, Indiana, with three years of industry experience. She previously worked at 1st Source Bank for eight years before joining Edward Jones in 2023. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee models, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Parker Watts is a CFP® professional with seven years of industry experience, currently advising clients at Edward Jones since 2019. Prior to joining Edward Jones, he worked at 3BG Supply Co and held positions at IPFW and Pro Tackle Outfitters. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a broad network of financial advisors and branch offices nationwide.

Phillip Hamand is a financial advisor with LPL Financial in Fort Wayne, IN, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Key Investment Services and Old National Bank. Outside of advising, he operates Meg's Writing Co LLC, a home-based business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, and institutions, offering diverse advisory services and investment platforms through a large network of advisors.