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.

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.

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.

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.

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.

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.

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.

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.

Michelle Bridge is a financial advisor with Robert Baird & Co. and holds the Series 63 and Series 66 designations. She has 29 years of industry experience, including prior roles at JJB Hilliard WL Lyons LLC. Bridge has been with Baird since 2019, with a brief period of unemployment between 2019 and 2021. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers to implement a range of traditional and non-traditional investment strategies.

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.

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.

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.

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.

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.

Aridai Eubank is a financial advisor with LPL Financial in Fort Wayne, IN, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2023, Eubank worked at GTLencke Wealth Management, Harbour Investments, and Compass Financial. Outside of advisory work, Eubank is commissioned as a notary public. 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 brokerage services, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Michael Caley is a CFP® and ChFC® with 12 years of experience in the financial services industry. He has been with Edward Jones in Fort Wayne, IN since 2009. Edward Jones is a full-service wealth management firm serving more than 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, and affiliated mutual funds.

Justin Berger is a financial advisor at Edward Jones in Fort Wayne, IN, holding a Series 66 credential with six years of industry experience. He joined Edward Jones in 2019 after working at Cameron Memorial Community Hospital and Habitat for Humanity of Greater Fort Wayne. Outside of his advisory role, Berger coaches youth volleyball, including serving as head coach for a high-performance team in Angola, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with various advisory programs and investment options. The firm manages over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Michelle Covington is a financial advisor at Edward Jones in Fort Wayne, IN, holding Series 63 and Series 65 licenses. She has prior experience working at the Association Headquarters and with nonprofit organizations such as Lions Clubs International Foundation and Greater Chicago Food Depository. Covington has been with Edward Jones since 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Paul Phillips is a Certified Financial Planner™ professional with 24 years of industry experience, currently serving at Edward Jones since 2001. He advises on the implementation of the CFP certification program as a member of the CFP Advisory Board at Taylor University Fort Wayne. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offers a range of discretionary and non-discretionary investment strategies, and operates under a fiduciary standard.

Tiffany Haupert is a Series 66-licensed financial advisor with 20 years of industry experience. She is currently with LPL Financial and has held roles at Cuna Brokerage Services, Inc. and Beacon Credit Union since 2005. In addition to her advisory work, she serves as a program manager at Beacon Credit Union and is a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.