Michael Ziembo is a Series 65-licensed financial advisor with Cetera Planning Partners in Fort Wayne, Indiana, bringing two years of industry experience. He has previously worked at Avantax Planning Partners and serves as a managing director at Baden, Gage & Schroeder, a large certified public accounting and business consulting firm in Indiana. Ziembo is also a board member of Erin's House for Grieving Children, a nonprofit organization supporting children through grief. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm employs a diversified investment approach aligned with clients’ objectives and risk tolerance and offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Nathan De Vaux is a financial advisor with Kestra Advisory holding CFP®, Series 63, 65, and 66 designations and four years of industry experience. His prior roles include positions at Kingdom Collective and Crossview Church. He is also involved with The Shelton Financial Group, where he provides financial planning and investment services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including fiduciary consulting and plan-level investment advice. The firm serves large institutional investors and provides access to multiple management platforms and complex investment solutions.

John Michael Boger is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His career includes prior roles at Northwestern Mutual, Eagle Strategies (NY Life), and Conduent Business Services. Outside of his advisory role, he works part-time with food delivery platforms including Instacart, Uber Eats, and DoorDash. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Robert Higgins is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC and Fifth Third Securities. In addition to his advisory role, he serves as power of attorney for his mother. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

Quinn Nofziger is a financial advisor with Edward Jones in Fort Wayne, IN, holding a Series 66 designation and possessing 10 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, offering a broad range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Pamela Covington is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. She holds Series 63 and Series 66 licenses. Outside of her advisory role, Covington manages a short- and long-term rental business in Phoenix, Arizona. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm operates under a fiduciary standard and is notable for its extensive nationwide network of advisors and affiliated financial services.

Brett Stedge is a financial advisor with Stifel in Fort Wayne, IN, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Stifel Nicolaus & Co Inc. since 2005. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Faron Mc Clain is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and J.P. Morgan Chase Bank, N.A. since 2010. Outside of his advisory role, he is the owner and partner of Dream Destination Rentals, LLC, a short-term rental property management business. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Kirsten Schuman is a financial advisor with OSAIC Wealth, Inc. in Fort Wayne, IN, holding Series 65 and Series 63 credentials and nine years of industry experience. She has worked at OSAIC since 2018, with prior experience at Sii and ongoing involvement with Waterman Financial Services LLC. Schuman serves on the board of directors for the Churubusco Community Child Care Center. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and a range of investment vehicles while supporting both discretionary and non-discretionary account management.

Jennifer Radke is a financial advisor at Wells Fargo Advisors in Fort Wayne, Indiana, holding a Series 66 credential with 21 years of industry experience. Her career includes over a decade with Wells Fargo Clearing and Wells Fargo Advisors LLC prior to her current role. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning services, including retirement, education, and business-owner transition planning, using proprietary research and tools to develop client recommendations.

Brian Woolman is a financial advisor with Mass Mutual Investors Services in Fort Wayne, IN, holding a Series 66 designation and 16 years of industry experience. He has been with MassMutual Life Insurance Company and Mass Mutual Investors Services since 2014. In addition to his advisory work, Woolman serves as president of Legacy Value Advisors, LLC, where he consults with clients on business goals and manages organizational operations. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm delivers collaborative, annual financial planning using firm-approved software and offers programs including divorce planning, estate settlement, and employer-sponsored planning.

Kyle Metzger is a financial advisor with J.P. Morgan Securities in Fort Wayne, IN, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with J.P. Morgan Securities since 2014. 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 broker-dealer, investment adviser, and commodity-related registrations.

Jordan Mundy is a financial advisor with Edward Jones in Columbia City, IN, holding a Series 66 designation and 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, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

David Fortmeyer is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been affiliated with Wells Fargo in various capacities since 2009. Outside of his advisory role, he owns and operates DAVE FORTMEYER, LLC, an investment-related business. 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 solutions with other financial product offerings.

Amber Knapp is a financial advisor with Wells Fargo Advisors in Fort Wayne, IN, holding a Series 66 designation and nine years of industry experience. She has a history with Wells Fargo Clearing and Merrill, working in various roles since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored client recommendations.

Jason Quinn is a financial advisor at Ameriprise in Fort Wayne, IN, holding a Series 66 designation and with three years of industry experience. Prior to his current role, he worked at Delaware Insurance and Delaware Life Insurance, and earlier spent eight years at Starbucks Coffee Corporation. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Melinda Woll is a financial advisor with Edward Jones in Columbia City, IN, holding a ChFC® designation along with Series 63 and Series 66 licenses. She has 24 years of industry experience and has been with Edward Jones since 2001. Outside of advising, she owns and manages a rental property business through Woll LLC. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

David Raabe is a financial advisor at Stifel with 35 years of industry experience. He has worked at Stifel Nicolaus & Company, Inc. since 2014. Raabe serves as Chairman of the Board of Directors for the Gemmill Foundation, which awards scholarships to law students and undergraduates, and is a board member of the Marion Aero Club. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional investors, and charitable organizations. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Ali Farhoumand is a financial advisor at LPL Financial with 28 years of industry experience. He holds a Series 66 designation and has previously worked at Next Financial Group Inc for 11 years. Farhoumand also serves on the board of directors for the Waterside Woods Homeowners' Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Ron Carboni is a financial advisor with LPL Financial in Fort Wayne, IN, holding Series 63 and Series 65 designations and having nine years of industry experience. His prior work includes roles at NEXT Financial Group and New York Life Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by research and model portfolios.