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.

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.

Karen Rupert is a financial advisor at Edward Jones in Fort Wayne, IN, holding ChFC® and Series 66 credentials with seven years of industry experience. She has been with Edward Jones since 2008, totaling 15 years at the firm. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Deanne Laging is a financial advisor at Wells Fargo Advisors with a Series 66 designation and two years of industry experience. She previously worked at Wells Fargo Clearing and has experience in mortgage services and legal practice at Kirkland & Ellis LLP. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk management, and specialized areas such as business-owner transition and special-needs planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations delivered through meetings and written client summaries.

James Wietfeldt is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he serves as a council member at LifeBridge Church and acts as a financial and healthcare power of attorney for his brother. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services utilizing various investment tools and third-party management platforms.

Kory Klosterman is a financial advisor at Edward Jones in Fort Wayne, IN, holding CFP® and Series 66 credentials with 10 years of industry experience. He has been with Edward Jones since 2015. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Masloob is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and concurrently at JPMorgan Chase Bank, NA since 2010. Outside of his advisory role, he was involved with Riverhouse Honey for ten years. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Nicholas Hall is a financial advisor at LPL Financial with one year of industry experience. His prior work includes roles at Celsius Holdings, Atomic Brands, and Pepsi Beverages Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Amber Askew is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo-affiliated firms since 2009. Outside of her advisory role, she owns a local baking business, Slammin' Amber's Cookies, and serves as Treasurer for the Lincoln Elementary School PTA in Fort Wayne, Indiana. 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 tailored to clients meeting certain net-worth thresholds and integrates advisory services with other financial products and referral channels.

Gregory Neuenschwander is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 21 years of industry experience. Prior to joining Raymond James in 2023, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 14 years. Outside of his financial advisory role, he is involved in manufacturing and developing parts for racing and vintage cars through his ownership of Ntech Motorsports LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting and planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Armando Bustamante is a financial advisor with LPL Financial in Fort Wayne, IN, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He previously worked at Northwestern Mutual and New York Life, with additional experience at Chevvys Inc. He is also involved with Inheritance Financial Solutions, a related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm provides a range of advisory programs, financial planning, and consulting services supported by model portfolios and research from multiple sources.

Julie Burenga is a CFP® professional with 25 years of experience in financial advising. She is currently with LPL Financial and has held roles at Jehl & Kreilach Financial Management since 2005. Outside of her advisory work, she serves on the board of Van Wert City Schools, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Reginald Stiles is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and previously worked at Next Financial Group, Inc. for 11 years. Outside of his advisory role, he is employed by Walmart in a non-investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national 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 various technology-driven solutions.

Zachary Colpaert is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in retail and hospitality management roles, including positions at Decatur Ace Hardware, JDCAB Berne LLC (McDonald's), and Pine Lake Water Park. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

George Wray is a financial advisor at LPL Financial with 44 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked with firms including Cambridge Investment Research and Wells Fargo Advisors. Outside of advisory work, he is involved in agricultural business as the owner of Wray Farms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Krista Hamilton Smith is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the SSK Group. She has worked with Merrill since 2001 and possesses over 25 years of experience in the financial services industry. Krista's role involves assisting clients with college education planning, family wealth management strategies, personal retirement planning, socially responsible and ESG investing, as well as retirement income planning. She is committed to providing clients with attentive service and helping to develop financial solutions tailored to their short and long-term goals. Krista holds a Bachelor's degree in Applied Management from Trine University. She maintains Series 7 and Series 66 FINRA registrations, an Indiana Health and Life Insurance license, and holds the Personal Investment Advisor (PIA) designation. Beyond her professional duties, Krista is involved with several organizations including the American Red Cross, Indiana Audubon Society, The Nature Conservancy, The Trust for Public Land, and the Trine University Alumni association. A lifelong resident of Steuben County, Krista lives in Angola with her husband and three grown children. Her personal interests include biking, boating, camping, cooking, gardening, music, traveling, yoga, photography, and CrossFit.

Stacy Thompson is a financial advisor at Morgan Stanley in Fort Wayne, IN, with 21 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and market simulations.

Steven Scheibelhut is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Financial Network and Ladenburg Thalmann Asset Management. Scheibelhut is also associated with Reynolds Wealth Management, where he serves as a branch supervisor with a focus on compliance and client-facing activities. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing risk profiling and modeling tools to support client goals.

Jeana Born is a Series 66-licensed financial advisor at Ameriprise with 16 years of industry experience. She has been with Ameriprise and its predecessor entities since 2008. Outside of her advisory role, she serves on the board of the Westlawn Civic Association in Fort Wayne, IN. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets. The firm provides non-discretionary, research-backed recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies, supported by a centralized consulting team.

Landon Meyers is a financial advisor with Stifel, holding a Series 66 designation and 14 years of industry experience. He has worked at Stifel Nicolaus & Co. Inc. since 2019, with prior roles at Cetera Investment Advisers, Cetera Investment Services LLC, First Merchants Investments, and Edward Jones. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology from its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning.