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Nathan B
Series 63, Series 65
Fort Wayne, IN
AE Wealth Management, LLC
Nathan Barger is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Corecap Advisors and Lincoln Financial Distributors. Outside of advisory work, he is involved in farming activities through R & C Farms. AE Wealth Management serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-based approach combining model portfolios, discretionary asset management, financial planning, and consulting services.
Andrew S
Series 63, Series 65
Fort Wayne, IN
Mass Mutual Investors Services
Andrew Schnipke is a financial advisor with Mass Mutual Investors Services in Fort Wayne, IN, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2002. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.
Jeramie S
Series 66
Fort Wayne, IN
OSAIC
Jeramie Shamp is a financial advisor at Osaic with 11 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors Corporation for 10 years. In addition to his advisory role, he has served with the Fort Wayne Fire Department since 2000. Osaic Wealth, Inc. serves a diverse group of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides brokerage and investment advisory services through a wide network of advisers, utilizing asset-allocation tools, multiple investment products, and both discretionary and non-discretionary management options.
Jared R
Series 63, Series 65
Kendallville, IN
LPL Enterprise
Jared Roush is a financial advisor with LPL Enterprise in Kendallville, IN, holding Series 63 and Series 65 designations and having nine years of industry experience. He previously worked at Valic Financial Advisors for nine years and Simplx Security for three years. Outside of advising, he is involved as an insurance agent offering non-securities insurance products. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm combines advisory services with brokerage and insurance offerings, utilizing model portfolios, third-party asset managers, and an integrated platform that includes LPL’s collateralized lending program.
Matthew S
Series 63, Series 65
Kendallville, IN
LPL Enterprise
Matthew Shull is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in managing property rentals as president of 1030 Properties LLC and also works in health insurance and Medicare supplement sales. 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 services such as financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.
Mark V
CFP®, Series 63, Series 65
Auburn, IN
OSAIC
Mark Vandevelde is a CFP® professional with 25 years of industry experience, currently serving as a wealth advisor at OSAIC since 2025. He previously worked at LPL Financial for seven years and SII Investments, Inc. for three years. Outside of his advisory role, Vandevelde coaches high school cross country and is the current president of the Junior Achievement board in East Central Dekalb County. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple platforms, offering integrated brokerage and advisory services alongside financial planning and managed-account solutions. The firm utilizes a range of asset-allocation tools and third-party managers to build portfolios across various asset classes on both discretionary and non-discretionary bases.
Kim M
Series 66
Garrett, IN
Raymond James Financial
Kim Mcconeghy is a financial advisor at Raymond James Financial with 26 years of industry experience. She holds the Series 66 designation and has been with Raymond James and its affiliated entities since 2009. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.
Ryan F
Series 63, Series 66
Leo, IN
Edward Jones
Ryan Frick is a financial advisor at Edward Jones with nine years of industry experience. He previously worked at Lincoln Financial Advisors and Lincoln Financial Group. His credentials include Series 63 and Series 66 licenses. 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, offering a range of advisory programs and affiliated investment products through a large network of financial advisors and branch offices.
Zachary F
Series 63, Series 66
Kendallville, IN
Thrivent Investment Management
Zachary Farrell is a financial advisor with Thrivent Investment Management based in Kendallville, IN. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to his current role, he worked at Intertek and held several positions at Calvin University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers comprehensive, goal-based planning on a range of financial topics, with options to combine planning with managed-account programs under consolidated billing.
David F
CFP®, Series 66
Auburn, IN
Edward Jones
David Foster is a financial advisor with Edward Jones in Auburn, IN, holding the CFP® designation and Series 66 license. He has six years of industry experience, including roles at Edward Jones since 2020 and prior work at The Baldus Company and Guitar Center. Outside of finance, he provides individual guitar instruction on a part-time basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Erica D
CFP®, Series 63
Kendallville, IN
LPL Financial
Erica Dekko is a CFP® with 28 years of industry experience, currently serving as a financial advisor at LPL Financial since 2004. She is based in Kendallville, IN, and holds a Series 63 license. Outside of her advisory role, she is a partner in Cobblestone Golf and acts in a fiduciary capacity for family charitable trusts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, utilizing resources from LPL Research, third-party subadvisors, and TAMP sponsors.
Gregory W
Series 66
Kendallville, IN
Thrivent Investment Management
Gregory Weber is a financial advisor with Thrivent Investment Management in Kendallville, Indiana, holding a Series 66 designation and 13 years of industry experience. He has been with Thrivent Investment Management since 2013 and has worked at Thrivent Financial for Lutherans since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning across various financial topics, with options to combine planning with managed-account programs under a consolidated billing system.
Matt R
Series 63, Series 65
Kendallville, IN
J.P. Morgan Securities
Matt Reiber is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2010. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.
Kenneth S
Series 63, Series 65
Auburn, IN
Cetera
Kenneth Seigel is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Cetera and its related entities since 1997 and also owns The Seigel Group LLC, CPA's, where he provides tax preparation, audits, and compilation reviews. Outside of his advisory and accounting work, Seigel serves on the finance committee of the Auburn Cord Duesenberg Automobile Museum and is a board member of Ebenezer Shepherding Ministries of Africa, a fundraising organization. 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 various portfolio management and financial planning services, including discretionary and non-discretionary strategies, with access to multiple third-party money managers and program structures.
Michael R
Series 66
Leo, IN
Edward Jones
Michael Richardson is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.
Zachary S
Series 66
Avilla, IN
Thrivent Investment Management
Zachary Schoeck is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 13 years of industry experience. He previously worked at Lincoln Financial Network for 11 years before joining Thrivent in 2024. Outside of his advisory work, he has roles as a delivery driver for several companies including DoorDash, Roadie, and Spark. 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 analyses and planning across a range of financial topics, with an option to combine planning with managed-account services under a consolidated billing program.
Marc C
Series 63, Series 66
Garrett, IN
Raymond James Financial
Marc Chamberlin is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 23 years of industry experience. Prior to joining Raymond James in 2019, he worked at Edward Jones for 16 years. Outside of his advisory work, he is involved in managing farmland leases and agricultural properties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.
Peter M
Series 63, Series 66
Kendallville, IN
Equitable Advisors
Peter Mcdonald is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Axa Advisors LLC, PNC Wealth Management, Natcity Investments, Inc., and Edward Jones. He also serves as an administrator or trustee for estates and trusts and holds outside insurance appointments in health and dental insurance. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm relies on third-party asset managers and advisory programs and offers a range of investment options while providing ERISA fiduciary services to qualified plans.
Kaitlyn F
Series 63, Series 66
Kendallville, IN
Thrivent Investment Management
Kaitlyn Farrell is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing four years of industry experience. She has held several roles within Thrivent since 2021 and has prior experience at Actalent Scientific, Meijer, and ThermaTru Stain. 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 that covers a wide range of topics and allows clients to combine planning with managed accounts under a consolidated billing option.
Jeremy S
Series 63, Series 65
Fort Wayne, IN
Wells Fargo Advisors
Jeremy Swonger is a financial advisor with Wells Fargo Advisors in Fort Wayne, Indiana, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations.
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