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.

Kirk Davis is a financial advisor with Edward Jones in Fort Wayne, IN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Michele Anger is a financial advisor at Raymond James Financial Services Advisors, Inc. with 36 years of industry experience. She holds the Series 63 and Series 65 credentials. Prior to joining Raymond James, she worked at Wells Fargo Advisors from 2009 to 2023. Outside of her advisory role, she is an independent sales consultant for Norwex USA, a company that supplies environmentally safe home cleaning and personal use products. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Adam Johnston is a financial advisor with LPL Financial in Fort Wayne, IN, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior experience includes roles at Cetera and Lake City Bank. Outside of his advisory work, Johnston is a licensed real estate broker with Coldwell Banker and is involved in consulting through Hartman Johnston Capital Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by research and diverse investment strategies.

David Mahlan is a financial advisor with Cetera in Fort Wayne, IN, holding a Series 66 designation and over 21 years of industry experience. He has worked with Cetera and its related entities since 2010 and has also been associated with STAR Financial Bank since 2010. Outside of his advisory work, he serves as the secretary of a local bowling league. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, retirement, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, with a multi-manager platform that provides flexible investment strategies and oversight across various program structures.

Brett Thomas is a financial advisor at Ameriprise in Fort Wayne, IN, holding a Series 66 designation with eight years of industry experience. Prior to joining Ameriprise, he worked at WANE TV for three years. Outside of his advisory role, Thomas is involved in business ownership of Bite Coolers and works as a freelance journalist producing media content. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates investment research, third-party data, and algorithmic tools within a non-discretionary implementation framework.