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.

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.

Christopher Pierce is a financial advisor at OSAIC with eight years of industry experience. He holds the Series 66 credential and has previously worked at American Portfolios and Wells Fargo bank. Outside of his advisory role, Pierce is a partner in an accounting firm where he prepares tax returns and also owns an insurance sales business. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of affiliated advisers, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

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.