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.

Larry Smith is a financial advisor with Edward Jones in Ossian, Indiana, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a partner in a rental property business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branches.

Daniel Arnold is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2016. Arnold has served in a role overseeing the management of legacy funds held in trust for the economic development of the city of Fort Wayne. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client strategies.

Gregory Solon is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones in Fort Wayne, IN. He has been with Edward Jones since 2011. Outside of his advisory role, he is occasionally involved in administrative work related to rental property management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, and supports clients with a nationwide network of over 23,700 advisors.

Gary Woolman is a financial advisor with Mass Mutual Investors Services in Fort Wayne, Indiana, holding Series 63 and Series 65 licenses and with 42 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2014. Woolman is also involved as Vice President of Legacy Value Advisors, LLC, where he engages in marketing, consulting, and coaching, and participates in business consulting activities through Legacy Advisors Network Ltd. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.

Dustin Hamm is a financial advisor with Edward Jones in Fort Wayne, IN, holding a Series 66 designation and bringing eight years of industry experience. Prior to joining Edward Jones in 2017, he worked for Ferguson Enterprises for 14 years. Outside of his advisory role, he serves as a pastor at Friendship Baptist Church in Brantley, AL, where he leads services, teaches Bible study, and oversees church business affairs. 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 with a large network of financial advisors and branch offices, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Shelly Lynn Larracey is a Series 66-licensed financial advisor with UBS Financial Services, based in Fort Wayne, Indiana. She has 14 years of industry experience and has been with UBS since 2010. She serves on the board of directors for the Fort Wayne Museum of Art. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans.

Hailey Beer is a CFP®-designated financial advisor with Edward Jones in Decatur, IN, bringing seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Maple Seed Farms and Hopebridge Pediatric Specialists. Outside of advising, she is involved as a business owner and partner in two small companies, Midwest Auto Spa LLC and Beer Investments LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and integrated tax-efficient services, supported by a nationwide network of more than 23,700 financial advisors.

John Reimbold is a financial advisor with Ameriprise in Fort Wayne, IN, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as Treasurer on the Wellspring Board of Directors and is a board member of the Charitable Gift Planners of Northeast Indiana. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, with a focus on assets held in Ameriprise Managed Accounts.

Nathaniel Barkley is a financial advisor with LPL Financial in Fort Wayne, IN, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Flagstar Bank, Infinex Investments, and Wells Fargo affiliates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm provides various advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management options.

Adam Johnston is a financial advisor with LPL Financial in Fort Wayne, IN, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior experience includes roles at Cetera and Lake City Bank. Outside of his advisory work, Johnston is a licensed real estate broker with Coldwell Banker and is involved in consulting through Hartman Johnston Capital Inc. 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 broad range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by research and diverse investment strategies.

David Mahlan is a financial advisor with Cetera in Fort Wayne, IN, holding a Series 66 designation and over 21 years of industry experience. He has worked with Cetera and its related entities since 2010 and has also been associated with STAR Financial Bank since 2010. Outside of his advisory work, he serves as the secretary of a local bowling league. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, retirement, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, with a multi-manager platform that provides flexible investment strategies and oversight across various program structures.

Brett Thomas is a financial advisor at Ameriprise in Fort Wayne, IN, holding a Series 66 designation with eight years of industry experience. Prior to joining Ameriprise, he worked at WANE TV for three years. Outside of his advisory role, Thomas is involved in business ownership of Bite Coolers and works as a freelance journalist producing media content. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates investment research, third-party data, and algorithmic tools within a non-discretionary implementation framework.