John Michael Boger is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His career includes prior roles at Northwestern Mutual, Eagle Strategies (NY Life), and Conduent Business Services. Outside of his advisory role, he works part-time with food delivery platforms including Instacart, Uber Eats, and DoorDash. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Scott Atkinson is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, Scott is involved in farming activities, including selling 4-H animals as market livestock after local fairs. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and is known for its extensive network of financial advisors and branches, as well as its affiliated mutual funds and trust services.

Adam Harris is a financial advisor with Edward Jones in Huntington, Indiana, holding a Series 66 designation and nine years of industry experience. He has worked at Edward Jones since 2017 and previously spent a year with LPL Financial, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Kirsten Schuman is a financial advisor with OSAIC Wealth, Inc. in Fort Wayne, IN, holding Series 65 and Series 63 credentials and nine years of industry experience. She has worked at OSAIC since 2018, with prior experience at Sii and ongoing involvement with Waterman Financial Services LLC. Schuman serves on the board of directors for the Churubusco Community Child Care Center. OSAIC Wealth, Inc. 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, employing asset-allocation tools and a range of investment vehicles while supporting both discretionary and non-discretionary account management.

Kyle Metzger is a financial advisor with J.P. Morgan Securities in Fort Wayne, IN, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to 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. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

James Wolfe is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at American Portfolios for 16 years. Wolfe also operates Wolfe Tax & Financial Services, where he provides tax preparation and accounting services. LPL Financial serves individuals, retirement plans, institutions, and charitable organizations through a national network of advisers, offering financial planning, advisory programs, retirement consulting, and brokerage services supported by both discretionary and non-discretionary management across diversified investment strategies.

Nicole Thrift Johnson is a financial advisor at Edward Jones in Huntington, Indiana, with 27 years of industry experience. She holds the CFP® and ChFC® designations and has been with Edward Jones for 25 years. Outside of her advisory work, she performs as a vocalist at various functions including weddings, churches, and funerals. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

David Groholski is a financial advisor with Edward Jones in Fort Wayne, IN, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is involved in purchasing and refurbishing single-family homes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Sean Day is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Lincoln Financial for 11 years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

John Nelson is a financial advisor with Edward Jones in Roanoke, IN, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Parkview Health Systems, Venture 5 Capital LLC, and DLZ Indiana, LLC. He serves as Board Chair of the Huntington County Community Foundation and is President-Elect of the Huntington County Rotary. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Trent Mc Bride is a financial advisor at Edward Jones in Huntington, Indiana, with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory work, he is involved in construction and trucking labor through McBride Bros. and manages farm operations in Markle, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporations, and charitable organizations. The firm offers various investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Joseph Miller is a financial advisor with Ameriprise in Roanoke, Indiana, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Ameriprise since 2015, including its affiliated entities. Outside of his advisory role, Miller serves as a board member for Greater Fort Wayne Crime Stoppers and is involved in local homeowners association management. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team, supporting a broad range of advisory, brokerage, and insurance solutions.

Steven Blomeke is a financial advisor at Edward Jones in Huntington, Indiana, holding a Series 66 designation and having seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Paychex Inc. from 2015 to 2018. He is also a partial owner of a family-owned LLC that rents farm ground. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

John Foxworthy II is a CFP®-designated advisor with over 21 years of industry experience, currently with Cambridge Investment Research Advisors. His career includes roles at Cambridge Investment Research, Inc., Foxworthy Wealth Advisors, LLC, The Mahara Group, and LPL Financial. Outside of his advisory work, he serves on the Arts United Investment Committee and the Community Transportation Network board in Fort Wayne, IN, and is also involved in performing arts. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charities, and trusts, offering financial planning, investment management, and retirement advisory services. The firm provides a range of portfolio management options through proprietary and third-party strategies, supporting both discretionary and non-discretionary approaches tailored to client objectives.

Patrick Burkhart Jr. is a financial advisor with Edelman Financial Engines in Huntington, Indiana, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Equitable Advisors, and New York Life Insurance Co. Outside of his advisory work, he serves as a volunteer golf coach and has been involved with the Chestnut Hills Golf Club for over 18 years. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary advice across diverse portfolios with a long-term focus.

Shannon Hardiek is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. She holds a Series 66 designation and previously spent over two decades with Phillips Financial Management, LLC. Outside of her advisory role, Hardiek teaches music to high school marching band students and serves on the board of trustees for Canterbury School, participating in board meetings and the finance committee. Cambridge Investment Research Advisors serves a wide range of clients including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both proprietary and third-party investment strategies across various platforms and custody arrangements.

William Rondeau is a financial advisor at Cetera with seven years of industry experience. His prior roles include positions at LPL Financial, Old National Bank, Infinex Investments, Flagstar Bank, and Wells Fargo. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Kody Lowden is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and three years of industry experience. Their prior roles include positions at Foxworthy Wealth Advisors, 3BG Supply, Howard Bailey Financial, NYLIFE Securities LLC, New York Life Insurance, and Lincoln Financial Distributors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals using a variety of portfolio management and model-based solutions.

Joshua Thacker is a financial advisor with Edward Jones in Roanoke, Indiana. He holds the CFP® designation and a Series 66 license, and has six years of industry experience. His prior work includes roles at General Motors and Purdue University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Seth Kimmel is a financial advisor at Osaic Wealth Inc with 19 years of industry experience. He holds a Series 66 designation and previously worked at Private Advisor Group, LLC and LPL Financial for nine years. Outside of his advisory role, he is a licensed notary public. Osaic Wealth Inc serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios with various investment vehicles across discretionary and non-discretionary accounts.