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Scott C

Series 63, Series 66

Fort Wayne, IN

Edward Jones

Scott Cook is a financial advisor with Edward Jones in Fort Wayne, IN, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Edward Jones since 2007. Outside of advising, he owns Gregorian Studios, a music production business, and produces original music and devotional content for the Distinctive Devotionals YouTube channel. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Wealth management Military & Veterans
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Joseph H

Series 66

Fort Wayne, IN

Edward Jones

Joseph Hampton is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Group/Osaic and Amon & Associates. Outside of his advisory role, he works as a delivery driver for Instacart. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Michael S

Series 63, Series 66

Fort Wayne, IN

J.P. Morgan Securities

Michael Sinacola is a financial advisor with J.P. Morgan Securities in Fort Wayne, Indiana, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank since 2005. Outside of finance, he works as a studio guitarist, performing occasionally with local bands and in recording sessions. 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 brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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James B

Series 66

Fort Wayne, IN

Raymond James Financial

James Brownwell is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has been in the industry since 2025. His prior work experience includes roles at Reynolds Wealth Management and Credent Wealth Management, along with service in the United States Marine Corps. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using advanced analytical tools and supports a wide network of advisors and affiliated firms.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Barbara E

Series 66

Fort Wayne, IN

Raymond James Financial

Barbara Emenhiser is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 22 years of industry experience. She has worked with various affiliates within Raymond James since 2007. 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 using risk profiling and modeling tools, and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Kara A

Series 63, Series 65

Fort Wayne, IN

Wells Fargo Advisors

Kara Alvarado is a financial advisor with Wells Fargo Advisors in Fort Wayne, IN, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked within various Wells Fargo entities since 2013. Outside of her advisory role, she serves as the chair of the parish finance council at St. Joseph Catholic Church and School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with banking and lending products.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Sandra C

Series 63, Series 65

New Haven, IN

Primerica Advisors

Sandra Caceus Newkirk is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked with PFS Investments Inc. since 2010 and Primerica Financial Services since 2006. In addition to her advisory role, she is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure with ongoing oversight of its investment models.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Lisa W

CFP®, Series 63, Series 65

Fort Wayne, IN

OSAIC

Lisa Waterman is a CFP® with 29 years of experience in the financial industry, currently affiliated with OSAIC. Her work history includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc., as well as operating Waterman Financial Services. She holds leadership and board positions in several nonprofit and community organizations, including serving as president of the Allen Business Exchange and involvement with Rotary District 6540 Charities and the Churubusco Public Library. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes advanced portfolio construction tools and supports a range of investment products and third-party managed account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jessica S

Series 66

Auburn, IN

Edward Jones

Jessica Stephenson is a financial advisor at Edward Jones in Auburn, Indiana, with three years of industry experience. She previously worked at 1st Source Bank for eight years before joining Edward Jones in 2023. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee models, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Multi-generational wealth transfer ESG / Sustainable investing Executive Financial Professional Public Service Employee
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Parker W

CFP®, Series 66

New Haven, IN

Edward Jones

Parker Watts is a CFP® professional with seven years of industry experience, currently advising clients at Edward Jones since 2019. Prior to joining Edward Jones, he worked at 3BG Supply Co and held positions at IPFW and Pro Tackle Outfitters. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a broad network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Phillip H

Series 63, Series 65

Fort Wayne, IN

LPL Financial

Phillip Hamand is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at Old National Bank and Key Investment Services prior to his current roles. Outside of his advisory work, he is involved with Meg's Writing Co LLC, a writing business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and advanced technologies across discretionary and non-discretionary management approaches.

College savings (529s, UTMA, etc.)
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David R

Series 63

Fort Wayne, IN

Raymond James Financial

David Reed is a financial advisor with Raymond James Financial in Fort Wayne, IN, holding a Series 63 designation and 37 years of industry experience. He has been with Raymond James Financial or its affiliates since 1991. Outside of his advisory role, he works as an independent contractor providing financial advisory services for Simcox Financial Services, Inc. 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, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports its clients through a broad network of advisors and advisory firms.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Chad T

Series 66

Fort Wayne, IN

LPL Financial

Chad Tallman is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Spc, Sigma Financial Corporation, CLN Financial, and Alpha Omega Consulting. Outside of his advisory work, he is a semi-professional pool player. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial services, including discretionary and non-discretionary management, supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Barbara W

Series 66

Fort Wayne, IN

UBS Financial Services

Barbara Wolfe is a Series 66 licensed financial advisor with UBS Financial Services Inc. in Fort Wayne, Indiana. She has 18 years of industry experience and has been with UBS since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Tyler F

Series 66

Fort Wayne, IN

Ameriprise

Tyler Ford is a Series 66-licensed financial advisor with Ameriprise in Fort Wayne, Indiana, where he has worked since 2021. He has four years of industry experience and previously worked six years at Hi-Tech Tooling & Supply Inc. Ford serves on the boards of Covington Dells HOA and Greater Fort Wayne Campus Ministry and volunteers teaching basic financial principles with Habitat for Humanity. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Sarah S

Series 63, Series 66

Fort Wayne, IN

Fidelity

Sarah Suddarth is a Financial Consultant currently working with Fidelity Investments, a position she has held since 2020. She has over 11 years of experience in the financial industry, with previous roles including Financial Consultant at TD Ameritrade from 2018 to 2020 and Retirement Consultant at Lincoln Financial Group from 2015 to 2018. Sarah's professional focus involves working closely with clients and their families to develop, implement, adjust, and monitor clear and straightforward financial plans aimed at achieving their personal definitions of financial success. Outside of her professional life, Sarah has interests in comedy, fitness, outdoor adventures, running, and soccer. She is also involved in volunteering activities.

General retirement planning Retirement income strategy Income planning
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Kelly Y

Series 66

Fort Wayne, IN

Edward Jones

Kelly Yeiter is a financial advisor at Edward Jones in Fort Wayne, IN, holding a Series 66 designation with three years of industry experience. Yeiter has been with Edward Jones since 2002. 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 across a nationwide network of more than 23,700 financial advisors, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Sean A

CFP®, Series 63, Series 66

Fort Wayne, IN

Edward Jones

Sean Asiala is a financial advisor with Edward Jones in Fort Wayne, IN, holding a CFP® designation along with Series 63 and Series 66 licenses. He has 19 years of industry experience, all of which have been with Edward Jones since 2006. 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 wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Bryan E

CFP®, Series 66

New Haven, IN

Edward Jones

Bryan Eakle is a CFP®-certified financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Brownsburg Community School Corporation for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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Erik F

Series 63, Series 66

Fort Wayne, IN

J.P. Morgan Securities

Erik Fearnow is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2008. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Wealth management Executive Founder/Business Owner
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