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 with Ameriprise in Fort Wayne, Indiana, holding a Series 66 designation and seven 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 with Bite Coolers, focusing on marketing and direct sales, and also works as a freelance journalist producing content for various media outlets. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations.