Kirk Collins is a financial advisor with LPL Financial in Hicksville, Ohio, holding CFP® and ChFC® designations and 18 years of industry experience. He previously worked at PRUCO Securities, LLC, and the Center for Wealth Planning Advisors, Inc. Outside of advisory work, Collins is involved in selling long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive operational tools and a large network of advisors.

Daniela Koenemann is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 22 years of industry experience. She has been with LPL Financial since 2017 and previously worked at Investment Centers of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and oversight of over $819 billion in discretionary assets.

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.

Kevin Rush is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds a Series 66 designation and has been with Cambridge since 2013, following a prior role at Ameriprise. Outside of his advisory work, Rush serves on the boards of the Concordia Education Foundation, Emmanuel St. Michael School, and Lutheran Life Villages in Fort Wayne, IN. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, pension plans, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand.

Jeffrey Arnett is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and bringing 20 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Arnett serves as a Foundations Tutor with the Classical Conversations homeschool community, supporting an educational model aligned with his personal teaching. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based planning across a range of topics, delivered on a one-time or ongoing basis, without discretionary trading authority or institutional portfolio management.

Melissa Warren is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Fifth Third Securities, LPL Financial, and Mass Mutual Investors Services. Warren is based in Fort Wayne, Indiana. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

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.

Daniel Friend is a financial advisor with Ameriprise in Fort Wayne, IN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at Edward Jones and Centaur Associates. Outside of finance, he is a musician who plays piano and keyboards for events and clubs. 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, utilizing research and algorithmic tools to provide tailored 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.

James Gibson is a financial advisor at OSAIC with Series 66 credentials and four years of industry experience. He previously worked at KPSK/Obicai Restaurant Group for eleven years. In addition to his advisory role, he works as a tax preparer and an insurance agent specializing in fixed annuity and life insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization.

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.

Nathaniel Barkley is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Flagstar Bank, Infinex Investments, Inc., and Wells Fargo. Barkley is based in Fort Wayne, IN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Juras is a financial advisor with LPL Financial in Ft Wayne, IN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience, including 13 years at CUSO Financial Services and over two decades at Three Rivers Federal Credit Union. Outside of his advisory role, he is involved with ClearFuture Financial, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing various model portfolios and third-party subadvisors with discretionary and non-discretionary strategies.

Kirk Davis is a financial advisor with Edward Jones in Fort Wayne, IN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Michele Anger is a financial advisor with Raymond James Financial Services Advisors, Inc. in Fort Wayne, Indiana, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Her prior experience includes seven years at Wells Fargo Clearing. Outside of her advisory work, she operates as an independent consultant for Norwex USA, a company specializing in environmentally safe home cleaning and personal use products. 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 provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Adam Johnston is a financial advisor with LPL Financial in Fort Wayne, IN, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. His prior roles include positions at Cetera and Lake City Bank. Outside of advising, he is also a licensed real estate broker with Coldwell Banker. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of advisors. The firm offers a range of advisory services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

David Mahlan is a financial advisor with Cetera in Fort Wayne, IN, holding a Series 66 designation and 22 years of industry experience. His work history includes tenures at Cetera since 2014, STAR Financial Bank since 2010, and prior roles at PNC Wealth Management, Natcity Investments, Inc., and Equitable Advisors. Outside of his advisory work, he serves as secretary of a local bowling league. Cetera Investment Advisers LLC is an SEC-registered firm that offers a broad range of investment advisory services to individuals, retirement plans, and institutional clients. The firm operates a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or customize strategies, supporting various account structures and authorities.

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.