David Reed is a financial advisor with Raymond James Financial in Fort Wayne, IN, holding a Series 63 designation and 37 years of industry experience. He has been with Raymond James Financial or its affiliates since 1991. Outside of his advisory role, he works as an independent contractor providing financial advisory services for Simcox Financial Services, Inc. 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, pension plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports its clients through a broad network of advisors and advisory firms.

Chad Tallman is a financial advisor with LPL Financial in Fort Wayne, IN, holding a Series 66 designation and 15 years of industry experience. His prior work includes roles at Sigma Financial Corporation, SPC, and CLN Financial, with a career beginning in 2007 at Alpha Omega Consulting. Outside of his advisory work, he is also a semi-professional pool player. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party asset management, and customizable strategies alongside various institutional platforms.

Barbara Wolfe is a Series 66 licensed financial advisor with UBS Financial Services Inc. in Fort Wayne, Indiana. She has 18 years of industry experience and has been with UBS since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances.

Tyler Ford is a Series 66-licensed financial advisor with Ameriprise in Fort Wayne, Indiana, and has five years of industry experience. Prior to joining Ameriprise in 2021, he worked for Hi-Tech Tooling & Supply Inc. from 2015 to 2021. Ford serves on the boards of the Covington Dells Homeowners Association and the Greater Fort Wayne Campus Ministry, and volunteers as a financial principles instructor with Habitat for Humanity. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing tax-aware withdrawal advice. The firm’s approach incorporates internal research and third-party data, focusing on dependable income sources within a managed account framework.

Sarah Suddarth is a Financial Consultant currently working with Fidelity Investments, a position she has held since 2020. She has over 11 years of experience in the financial industry, with previous roles including Financial Consultant at TD Ameritrade from 2018 to 2020 and Retirement Consultant at Lincoln Financial Group from 2015 to 2018. Sarah's professional focus involves working closely with clients and their families to develop, implement, adjust, and monitor clear and straightforward financial plans aimed at achieving their personal definitions of financial success. Outside of her professional life, Sarah has interests in comedy, fitness, outdoor adventures, running, and soccer. She is also involved in volunteering activities.

Kelly Yeiter is a financial advisor at Edward Jones in Fort Wayne, IN, holding a Series 66 designation with three years of industry experience. Yeiter has been with Edward Jones since 2002. 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 across a nationwide network of more than 23,700 financial advisors, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Bryan Eakle is a CFP®-certified financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Brownsburg Community School Corporation for five years. 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 strategies supported by a nationwide network of more than 23,700 financial advisors.

Erik Fearnow is a financial advisor with J.P. Morgan Securities in Fort Wayne, IN, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has also been with JPMorgan Chase Bank, N.A. since 2008, following a prior role at Edward Jones. 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. The firm’s advisory process integrates quantitative and qualitative research and incorporates an ESG eligibility framework.

Shannon Clifton is a financial advisor at Edward Jones in Auburn, Indiana, with 15 years of industry experience. Clifton has held roles at Edward Jones since 2017, with additional experience at The Prudential Insurance Company of America and Garrett State Bank. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Aridai Eubank is a financial advisor at LPL Financial in Fort Wayne, IN, holding a Series 66 designation with seven years of industry experience. Her prior experience includes roles at GTLencke Wealth Management, Harbour Investments, and Compass Financial. Outside of her advisory work, she is also commissioned as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, asset management, and retirement advice services through a large network of advisors, utilizing both proprietary and third-party models along with advanced operational support tools.

Justin Berger is a financial advisor at Edward Jones in Fort Wayne, IN, holding a Series 66 credential with six years of industry experience. He joined Edward Jones in 2019 after working at Cameron Memorial Community Hospital and Habitat for Humanity of Greater Fort Wayne. Outside of his advisory role, Berger coaches youth volleyball, including serving as head coach for a high-performance team in Angola, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with various advisory programs and investment options. The firm manages over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Paul Phillips is a Certified Financial Planner™ professional with 24 years of industry experience, currently serving at Edward Jones since 2001. He advises on the implementation of the CFP certification program as a member of the CFP Advisory Board at Taylor University Fort Wayne. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offers a range of discretionary and non-discretionary investment strategies, and operates under a fiduciary standard.

Raeann Kusch is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Outside of her advisory role, she writes and speaks on hospitality and biblical topics to Christian women's groups and serves on the board of a private dining club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm focuses on comprehensive, goal-based planning covering a broad range of topics, allowing clients to combine planning with managed-account programs under a consolidated billing structure.

Christopher Vosmeier is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He is a partner at Burton Vosmeier & Looney Financial Advisory Group, where he has worked since 2014. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through a unique municipal advisor affiliation.

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.

Matthew Cummins is a financial advisor with Thrivent Investment Management in Fort Wayne, Indiana, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes roles at JP Morgan Chase Bank, Jp Morgan Securities LLC, and Cintas. Outside of finance, he is the owner and operator of an office cleaning business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic financial planning on a range of topics, with options to combine planning and managed-account services while maintaining separate delivery and oversight.

Mark Bresnahan is a financial advisor with OSAIC, holding a Series 66 designation and 13 years of industry experience. He previously worked at Lincoln Financial Advisors for 13 years before joining OSAIC in 2025. In addition to his advisory role, he offers various insurance products including accident, health, disability, long-term care, property and casualty insurance, as well as fixed and indexed annuities. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm utilizes a model-based investment approach focused on asset allocation and portfolio optimization, offering multiple advisory and brokerage programs through an extensive multi-advisor platform.

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.

Nicholas Scheumann is a financial advisor with OSAIC and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including roles at LPL Financial, SII Investments, and Hefty Wealth Partners. Outside of his advisory work, he serves as a Board of Works member for the City of Auburn, an appointed municipal position involved in oversight of departmental purchases. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization through a multi-advisor platform.