Jeremy Penrod is a CFP® and ChFC® credentialed financial advisor with Edward Jones in Bluffton, IN, with 11 years of industry experience. He has been with Edward Jones since 2015. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Donna Fosdick Baumann is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Financial Investment Management, Inc. since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning covering a range of topics, with the option to combine planning with managed accounts under a consolidated billing structure called “WealthPlan.”

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.

Zachary Colpaert is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in retail and hospitality management roles, including positions at Decatur Ace Hardware, JDCAB Berne LLC (McDonald's), and Pine Lake Water Park. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Agnes Schoch is a financial advisor with Thrivent Investment Management in Decatur, Indiana, holding a Series 66 credential and 19 years of industry experience. She has been with Thrivent-affiliated firms since 2006. Outside of her advisory role, Schoch serves on the Geneva Town Council, as a member of the Local Emergency Management Committee, and on the Adams County Economic Development board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority. The firm offers integrated planning and managed-account services under a consolidated billing arrangement called “WealthPlan.”

Robert Hooker is a financial advisor with LPL Financial in Fort Wayne, IN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Voya Financial Advisors, Lincoln Investment, and Legend Equities Corporation. Outside of his advisory work, he is also an insurance agent specializing in life and health insurance. 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, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and technology-driven investment strategies.

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.

Shawn Wall is a financial advisor at Edward Jones in Fort Wayne, IN, with 34 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1991 and holds Series 63 and Series 66 credentials. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jonathan Hooker is a financial advisor with LPL Financial in Fort Wayne, IN, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2021, he worked at Fort Wayne Metals for eight years. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives, offering financial planning, advisory programs, and brokerage services with both discretionary and non-discretionary management options.

Trent Moore is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Matalco Inc. for nine years and Alexin LLC for three years. Outside of financial advising, he owns a small construction remodeling business where he occasionally undertakes projects such as building decks and siding. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory solutions. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices across the United States.

Matthew Carrier is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Cetera and First Merchants Bank. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent Financial Professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

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.

Jeremy Todd is a CFP® with 24 years of industry experience and has been with Edward Jones since 2001. He is based in Bluffton, IN, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns an LLC that holds his Edward Jones office building. 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 solutions supported by a large network of advisors and branch offices nationwide.

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.

Danielle Thompson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Flagstar Bank, where she currently serves as a branch manager. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and utilizes a combination of discretionary and non-discretionary management supported by research and model portfolios.

Dustin Bantz is a financial advisor at Edward Jones in Decatur, Indiana, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he was involved in entrepreneurial and business roles, including ownership and management positions at Muncie Guns LLC, Culligan Water of Muncie, and 1 Shot Sports LLC. 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 large network of financial advisors and branch offices across the country.