Dustin Bantz is a financial advisor at Edward Jones in Decatur, Indiana, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he was involved in entrepreneurial and business roles, including ownership and management positions at Muncie Guns LLC, Culligan Water of Muncie, and 1 Shot Sports LLC. 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 large network of financial advisors and branch offices across the country.

Daniel De Bolt is a financial advisor at Edward Jones in Fort Wayne, IN, holding the Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Heart to Heart Hospice, the Center for Vein Restoration, and Parkview Physicians Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory and investment strategies supported by a nationwide network of more than 23,000 financial advisors.

Christopher Vosmeier is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He is a partner at Burton Vosmeier & Looney Financial Advisory Group, where he has worked since 2014. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Amy Burton is a financial advisor with Raymond James Financial Services Advisors, Inc. in Fort Wayne, IN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She is a partner and branch manager at both BVL Advisors LLC and Burton Vosmeier & Looney Financial Advisory Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored non-discretionary planning and promotes implementation through advisory programs, with notable capabilities in municipal and public finance advisory services.

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.

Erika Halliwill is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2020, following seven years at PNC Bank and PNC Investments. J.P. Morgan Securities 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.

Matthew Cummins is a financial advisor with Thrivent Investment Management in Fort Wayne, Indiana, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes roles at JP Morgan Chase Bank, Jp Morgan Securities LLC, and Cintas. Outside of finance, he is the owner and operator of 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, holistic financial planning on a range of topics, with options to combine planning and managed-account services while maintaining separate delivery and oversight.

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.

Larry Smith is a financial advisor with Edward Jones in Ossian, Indiana, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a partner in a rental property business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branches.

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.

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.

Gary Woolman is a financial advisor with Mass Mutual Investors Services in Fort Wayne, Indiana, holding Series 63 and Series 65 licenses and with 42 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2014. Woolman is also involved as Vice President of Legacy Value Advisors, LLC, where he engages in marketing, consulting, and coaching, and participates in business consulting activities through Legacy Advisors Network Ltd. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and deliver written 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.

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.

John Reimbold is a financial advisor with Ameriprise in Fort Wayne, IN, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as Treasurer on the Wellspring Board of Directors and is a board member of the Charitable Gift Planners of Northeast Indiana. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, with a focus on assets held in Ameriprise Managed Accounts.

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.