Lee Cook is a financial advisor at Raymond James & Associates with 29 years of industry experience. He previously worked at PNC Investments from 2014 to 2018 before joining Raymond James in 2018. Cook holds Series 63 and Series 65 licenses. He serves on the board of the nonprofit Eastern Early Education and is a member of the finance and investment committee for the United Way of Dekalb County. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, and provides tailored financial planning and consulting services through a variety of portfolio management styles and affiliate resources.

Michael Scheumann is a financial advisor at Edward Jones in Fort Wayne, IN, holding a Series 66 license with two years of industry experience. His prior work includes roles at MedPro Group, VonLehman & Company Inc, and Ball State University. 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 offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Robert Podschlne is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on establishing a wealth management process for individual clients by utilizing the Personal Wealth Analysis® (PWA) platform, which helps clients develop a financial game plan tailored to their essential and aspirational goals. His expertise includes retirement planning, lending needs, insurance needs, wealth preservation, and portfolio management services. Robert works closely with clients and their families to set and pursue goals related to college education planning, family wealth management strategies, personal retirement planning, individual and corporate investment strategy, and retirement income. Robert holds a Bachelor's Degree from Central Michigan University and the Professional Investment Advisor (PIA) designation. Outside of work, he enjoys baseball, basketball, football, music, spending time with his family, watching movies, and woodworking.

Tyler Haire is a Wealth Management Advisor with Merrill Lynch Wealth Management, joining the firm in 2017. He brings more than six years of experience in the financial services industry, focusing on assisting individuals, business owners, and companies navigate the financial impacts of life events, market fluctuations, and regulatory changes. Tyler works closely with high-net-worth individuals and families to understand their financial situations, risk tolerance, and goals, crafting personalized strategies to help prioritize and pursue their long-term financial objectives. Tyler holds multiple professional designations, including the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) credentials. He earned his bachelor's degree from Indiana University/Purdue University at Fort Wayne. Leveraging Merrill Lynch’s resources and research from BofA Global Research, Tyler provides clients with access to comprehensive services such as income management, education funding, retirement planning, and estate planning, while collaborating with other professionals as needed. In addition to his professional commitments, Tyler values community involvement and dedicates time volunteering with local organizations. Outside of work, he enjoys football, golfing, and spending time with his family. His personal philosophy emphasizes working one-on-one with clients to develop tailored financial strategies aligned with their unique goals.

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.

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.

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.

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.

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.

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.

Christopher Birkenbeul is a financial advisor with Cetera who holds Series 63, Series 65, and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at Cambridge Investment Research, Midwest Community Credit Union, LPL Financial, and Ash Brokerage Corporation. He is also the owner of Birkenbeul Financial, a business operating under the Cetera brand. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting varied investment strategies and program structures.

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.

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.

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.