Kathryn Crager is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and eight years of industry experience. She has worked with Thrivent Financial and Thrivent Investment Management since 2018. Prior to this, she was associated with MBN Properties LLC from 2015 to 2018. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning engagements. The firm focuses on holistic, goal-based analyses and combines planning with managed-account programs under a consolidated billing option called "WealthPlan," while keeping planning and account management separate.

Matthew Cummins is a financial advisor with Thrivent Investment Management in Fort Wayne, IN, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior work includes roles at JP Morgan Chase Bank and Cintas. Outside of finance, he owns and operates an office cleaning business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and planning across various topics, allowing clients to combine planning with managed-account programs while keeping services separate.

Mark Bresnahan is a financial advisor at OSAIC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 13 years. Outside of his advisory role, he is also licensed as an insurance agent offering a range of insurance and annuity products. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by various investment platforms and third-party solutions.

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.

Nicholas Scheumann is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and SII Investments, Inc. Scheumann serves as a Board of Works member for the City of Auburn, an appointed municipal position overseeing procedural compliance for city purchases. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and managed-account solutions.

Kirk Collins is a CFP® and ChFC® with 18 years of industry experience, currently affiliated with LPL Financial in Hicksville, OH. He previously worked at Center for Wealth Planning Advisors, Inc. from 2015 to 2017. Outside of his advisory role, he is involved in selling long-term care insurance and owns a downtown commercial building. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services with a range of discretionary and non-discretionary management options supported by research and model portfolios.

Daniela Koenemann is a financial advisor with LPL Financial in Fort Wayne, Indiana, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. Her work history includes nine years at Lincoln Financial followed by a year at Investment Centers of America before joining LPL Financial in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party providers.

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 Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2013. He has 15 years of experience in the industry. Outside of his advisory role, he serves as a board member for several nonprofit organizations, including the Concordia Education Foundation, Emmanuel St. Michael School Board, and Lutheran Life Villages. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals and provides a range of portfolio management solutions across multiple platforms.

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 with J.P. Morgan Securities in Fort Wayne, Indiana, holding Series 63 and Series 65 licenses and 16 years of industry experience. Her prior work includes ten years at Fifth Third Securities, Inc. and Fifth Third Bank, as well as positions at LPL Financial and Premier Bank. 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 and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

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.

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 with Osaic Wealth, Inc. based in Fort Wayne, Indiana. He holds a Series 66 credential and has four years of industry experience. Prior to his advisory roles, he spent eleven years with KPSK/Obicai Restaurant Group. In addition to his advisory work, Gibson prepares personal and sole proprietorship tax filings and acts as an insurance agent for fixed annuity and life insurance products. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and automated rebalancing to manage diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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 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.

David Juras is a financial advisor at LPL Financial with 37 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining LPL Financial in 2025, he spent 13 years at CUSO Financial Services and has worked at Three Rivers Federal Credit Union since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting supported by research from LPL Research and third-party subadvisors.

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 at Raymond James Financial Services Advisors, Inc. with 36 years of industry experience. She holds the Series 63 and Series 65 credentials. Prior to joining Raymond James, she worked at Wells Fargo Advisors from 2009 to 2023. Outside of her advisory role, she is an independent sales consultant for Norwex USA, a company that supplies environmentally safe home cleaning and personal use products. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using risk profiling and 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 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.