Timothy Ream is a financial advisor with Wells Fargo Advisors in Fort Wayne, Indiana, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. He also owns TJ Ream Practice LLC, an investment-related business based in Fort Wayne. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting specific net-worth criteria, combining proprietary research and planning tools with customizable implementation options.

Lee Morris is a financial advisor at Ameriprise in Fort Wayne, IN, holding a Series 66 designation with seven years of industry experience. Prior to joining Ameriprise in 2023, he worked at Edward Jones for four years and at Wabash Electric Supply Co for three years. He is also associated with CPM Group as an Associate Financial Advisor, managing an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice based on proprietary research and third-party data.

Jason Arp is a Series 66-licensed financial advisor with Thrivent Investment Management in Fort Wayne, IN. He has one year of experience with Thrivent and its related entities and previously worked for the City of Fort Wayne for seven years and ran his own company, J. Arp & Company LLC, for 20 years. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations across various financial topics without implementation. The firm’s approach combines holistic, goal-based analyses with an option to link planning and managed-account services under a consolidated billing program called “WealthPlan.”

Eric Frappier is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Securities and Raymond James and Associates. He is based in Fort Wayne, Indiana. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors and manages more than $256 billion in assets.

Douglas Shepler is a financial advisor at Cetera with 33 years of industry experience. He holds a Series 63 designation and has worked at Cetera since 2025, following a 22-year tenure at LPL Financial. Outside of his advisory role, Shepler is involved with Bippus State Bank as a financial professional and provides investment advice and financial planning through BSB Investments. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

David Kolpien is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James since 2001 and is also involved in youth sports through his ongoing work with Summit City Baseball since 1997. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and advisory services with a range of portfolio management styles and affiliated research resources.

Duane Schuman is a financial advisor with Edward Jones in Garrett, Indiana, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Alec Watercutter is a financial advisor with Osaic Wealth, Inc. holding a Series 66 designation and one year of industry experience. Prior to joining Osaic in 2024, he was self-employed from 2022 to 2024 and has held roles in banking and small business operations. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers services including brokerage and investment advisory, financial planning, retirement consulting, and access to third-party money managers. The firm employs a variety of tools such as asset-allocation modeling and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms and legacy program transitions.

Richard Gnau is a CFP® professional with 19 years of industry experience, currently serving at J.P. Morgan Securities LLC since 2013. He holds Series 63 and Series 65 licenses and is based in Fort Wayne, Indiana. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser functions, delivering recommendations on a non-discretionary basis.

Nick James is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has previously worked at State Farm and First Church of Christ. 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 under management and supports its clients through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Benjamin Mc Bride is a financial advisor with Edward Jones in Auburn, IN, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Shawn Sullivan is a CFP® professional with 11 years of industry experience, currently serving at Wells Fargo Advisors in Fort Wayne, IN since 2023. His prior experience includes roles at Wells Fargo Clearing and the U.S. Air Force. He is involved in other financial practices, holding ownership in two firms, Optare Financial Partners LLC and McSullivan Practice LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions tailored to clients meeting certain net-worth thresholds.

Adelaide Reimbold is a financial advisor with Ameriprise in Fort Wayne, IN, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2021, she held roles in academic institutions including Kentucky Wesleyan College, the University of Nebraska-Lincoln, and the University of Notre Dame. She volunteers with the Foundation for Financial Planning and the Medical Society of Virginia Foundation, providing pro-bono financial planning and educational sessions for medical students and residents. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service team that collaborates with advisors to deliver personalized recommendations focused on income sources and tax-aware withdrawal strategies.

Tracie Luley is a financial advisor at Ameriprise with 28 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Ameriprise and its affiliate since 2010. Outside of her advisory role, she serves as Secretary on the Board of Directors for Specialty Tutoring. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, combining research and modeling to provide tax-efficient income strategies. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Zachary Jennings is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliates since 2015. Outside of his advisory role, he is involved with Practice Management Associates, LLC, where he participates in client meetings, trading support, and wealth management activities. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficient strategies to create personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Eric Bowser is a financial advisor at Edward Jones in Auburn, IN, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Nucor for 17 years. He serves as Finance Lead at Pine Hills Auburn Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory programs and maintains a large network of financial advisors and branch offices across the country.

Nole Harris is a financial advisor with Edward Jones in Fort Wayne, IN, holding a Series 66 designation and bringing 11 years of industry experience. Before joining Edward Jones in 2022, he worked at several firms including Raymond James Financial Services Advisors, Charles Schwab, CX Institutional, LPL Financial, and Wells Fargo Clearing. Outside of his advisory role, he serves as an unpaid assistant soccer coach at Canterbury High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Vincent Fiacable is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations. He has been with Primerica Financial Services and PFS Investments Inc. since 2025, and is located in Fort Wayne, Indiana. Prior to his advisory roles, he attended Indiana University–Bloomington and Florida Atlantic University, and has experience working in food service and community organizations. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates nationally with thousands of financial advisors and utilizes model-driven investment strategies managed by third-party asset managers.

Dana Simcox is a financial advisor with Raymond James Financial in Fort Wayne, IN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Raymond James Financial since 2009 and has owned Simcox Financial Services since 2003. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients, offering tailored non-discretionary planning supported by advanced analytical tools and a broad network of affiliated advisory firms.

Malcolm Frost is a financial advisor at Stifel based in Fort Wayne, IN, with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 2017, following 14 years at City Securities Corporation. He also serves as an executor for a non-family estate. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services that incorporate proprietary investment analysis and allocation methodologies.