Zachary Scherer is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Securities America Advisors, Inc. and Securities America, Inc. for a decade. In addition to his advisory role, he is president of Scherer Capital Management Inc., providing financial planning and insurance services, and collaborates with Ash Brokerage on legal structured settlement arrangements. OSAIC serves a diverse range of clients including individual and high-net-worth investors, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Michael Jenkins is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo in various capacities totaling eight years before joining Cetera in 2024. Jenkins serves as Treasurer and Finance Committee Member for RSVP of Allen County, a volunteer center, where he assists in reviewing budgets and financial plans. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary services, tailored investment strategies, and access to third-party money managers.

Robert Olson II is a CFP® with 36 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. He previously worked at Signator Investors, Inc. from 2016 to 2018. Olson also operates Olson Financial Services, a sole proprietorship through which he provides financial planning, securities, and insurance products to individuals and businesses, and supervises other registered representatives in their securities activities. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated financial advisers and multiple advisory platforms. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated portfolio rebalancing to construct diversified investment portfolios.

Braxton Miller is a financial advisor with Ameriprise in Fort Wayne, IN, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked at Indiana University and Sycamore Hills Country Club. He also serves as an administrative staff member for AR Group LLC, where he provides financial advice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Karen Rupert is a financial advisor at Edward Jones in Fort Wayne, IN, holding ChFC® and Series 66 credentials with seven years of industry experience. She has been with Edward Jones since 2008, totaling 15 years at the firm. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mark Masloob is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and concurrently at JPMorgan Chase Bank, NA since 2010. Outside of his advisory role, he was involved with Riverhouse Honey for ten years. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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.

James Scheiber is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward Jones since 1998 and holds Series 63 and Series 66 licenses. Outside of his advisory work, Scheiber serves on the boards of Historic Forks of the Wabash, a local historical park, and the Huntington County Community Foundation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and services through a nationwide network of over 23,700 financial advisors, managing approximately $1.01 trillion in assets.

Bradley Wadkins is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 65 designation and previously worked at Phillips Financial for six years and spent 27 years at Southwest Allen County Schools. Outside of his advisory work, Wadkins serves as a band judge and instructor for middle and high school bands and participates as a casino-style dealer at charity fundraising events. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, using a range of portfolio management approaches tailored to client objectives.

Kevin Thompson is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining Raymond James in 2025, he spent 15 years with Lincoln Financial Advisors and Lincoln Financial Securities Corporation. Outside of advising, he has operated a package delivery service with Amazon Flex. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and governmental entities, providing tailored financial planning and consulting through a range of portfolio management styles and affiliated research resources.

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.

Megan Wolfe is a financial advisor with OSAIC holding a Series 66 credential and three years of industry experience. She has worked at several firms including LPL Financial and Private Advisor Group. Outside of advisory work, she serves as a notary and is the executor of an estate. OSAIC Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services with a variety of investment solutions and utilizes asset-allocation tools and automated rebalancing to construct client portfolios.

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.

Justin Barker is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Pathfinder Services, Inc. for eight years before joining Edward Jones in 2021. 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 programs, separately managed accounts, and affiliated mutual funds, and reported approximately $1.01 trillion in assets under management.

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.

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.

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.

Bradley Roberts is a financial advisor with LPL Enterprise and holds the Series 63 and Series 65 licenses. He has seven years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Prior to his financial services career, he worked eight years at 1776 Sporting Club. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, utilizing an integrated platform that combines advisory programs with the active sale of financial products.

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.

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.

Daniel Kennedy is a financial advisor with Cetera, holding CFP® and ChFC® designations and 39 years of industry experience. He has been with Cetera Advisors LLC since 2013 and operates Kennedy Wealth Management since 2004. Outside of his advisory work, he manages a farm and serves as a trustee for Clear Creek Church. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management services through a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.