Matthew Reynolds is a financial advisor with Ameriprise in Cherry Hill, NJ, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in managing and consulting for several business ventures related to practice operations and financial planning. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports through a centralized consulting team, supporting a broad range of advisory, brokerage, and insurance solutions.

Michelle Gaskill is a Series 66 licensed financial advisor with eight years of industry experience. She has worked with Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2019, following seven years at Wells Fargo Advisors. Gaskill is also an associate and licensed financial advisor at Reynolds Wealth Management in Fort Wayne, IN. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad advisor network with specialized programs, including municipal and retirement plan advisory services.

Tonja Rutsey is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019, following roles at Raymond James & Associates and Applied Maintenance Supplies and Solutions. Rutsey also serves as an Associate Financial Advisor at CPM Group, LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling to deliver tailored, tax-efficient recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

David Watercutter is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He was previously with FSC Securities Corporation for 29 years and has owned Watercutter Financial Services since 1990. Outside of advisory work, he is involved in a cell phone tower investment venture. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with a diverse array of investment options and platforms.

Matthew Paonessa is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans.

Michael Jenkins is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo in various capacities totaling eight years before joining Cetera in 2024. Jenkins serves as Treasurer and Finance Committee Member for RSVP of Allen County, a volunteer center, where he assists in reviewing budgets and financial plans. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary services, tailored investment strategies, and access to third-party money managers.

Jordan Stogdill is a financial advisor with Merrill in Fort Wayne, IN, holding a Series 66 designation and 26 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1997 and Bank of America, N.A. since 2011. Outside of his advisory role, he serves as a trustee for the J J. S Lifetime Trust in Bluffton, Indiana. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steven Waggoner is a financial advisor with UBS Financial Services in Fort Wayne, IN, holding a Series 63 designation and with 34 years of industry experience. He has been with UBS since 1994. Outside of his advisory role, he serves on the committee for Concordia Lutheran High School’s annual auction, assisting with organization and fundraising. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Robert Olson II is a CFP® with 36 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. He previously worked at Signator Investors, Inc. from 2016 to 2018. Olson also operates Olson Financial Services, a sole proprietorship through which he provides financial planning, securities, and insurance products to individuals and businesses, and supervises other registered representatives in their securities activities. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated financial advisers and multiple advisory platforms. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated portfolio rebalancing to construct diversified investment portfolios.

Jeremy Swonger is a financial advisor with Wells Fargo Advisors in Fort Wayne, Indiana, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Derek Sebastian is a financial advisor at LPL Financial with eight years of industry experience. His prior roles include positions at Infinex Investments, Flagstar Bank, and Wells Fargo. He holds Series 63 and Series 65 designations and is based in Fort Wayne, IN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Jennifer Jacobson is a financial advisor at Wells Fargo Advisors in Fort Wayne, IN, with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked within Wells Fargo's affiliates since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a broad range of investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using Wells Fargo research and planning tools, covering various specialized planning areas for clients who meet certain net-worth criteria.

Joel Henline is a financial advisor at Ameriprise with 19 years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Ameriprise in 2022, he worked at First Palladium, LLC, Mercap Securities, LLC, and Ash Brokerage Corporation. He is also involved with CPM Group LLC, where he provides investment recommendations and client meetings. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, using a combination of investment research, third-party data, and algorithmic tools to support its recommendations.

Braxton Miller is a financial advisor with Ameriprise in Fort Wayne, IN, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked at Indiana University and Sycamore Hills Country Club. He also serves as an administrative staff member for AR Group LLC, where he provides financial advice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Gregory Reynolds is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 26 years of industry experience. Reynolds has been with Raymond James since 2019 and previously worked at Wells Fargo Advisors. He owns and manages several business entities, including Reynolds Wealth Management and other investment-related and estate planning entities. 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, and institutional clients. The firm employs a tailored, non-discretionary approach using risk profiling and analytical tools to support client goals and is known for its affiliation with a municipal advisor and specialized plan-level advisory programs.

Christopher Moore is a financial advisor with Ameriprise in Fort Wayne, Indiana, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in managing several non-investment-related business entities, including a commercial real estate holding company. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Martin Carbaugh is a financial advisor with Cetera in Fort Wayne, IN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Concourse Financial Group Securities Inc, Tradewell & Tax Financial, and USA Financial Securities. In addition to his financial advising career, Carbaugh serves as an elected State Representative in the Indiana General Assembly. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients with portfolio management, financial planning, and access to third-party money managers. The firm supports a range of program structures and investment strategies, managing over $256 billion in assets through a network of more than 10,000 advisors.

Theresa Patron is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked at Raymond James since 2008 and previously spent four years at SAGE Private Wealth Group, LLC. In addition to her advisory role, she is a self-published author of five books and serves as an operations manager at Simcox Financial Services, Inc. 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 and utilizes advanced analytical tools, supporting its clients through a broad network of advisors and specialized advisory programs.

Matthew Vincent is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with Cetera and affiliated entities since 2015 and also works with First Merchants Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that provides access to various investment strategies across discretionary and non-discretionary programs.

William Nagy is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Hylant, The Horton Group, and The Shaner Agency. He is also an associate financial advisor at Practice Management Associates in Fort Wayne, IN. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling to offer tailored, tax-efficient withdrawal strategies. The firm delivers these services through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions.