Tyler Voigt is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and beginning his industry experience in 2026. His prior work includes roles at Bankers Life Securities and Bankers Life & Casualty, as well as management experience in the food service industry. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management and retirement plan consulting. The firm utilizes fundamental, technical, and cyclical analysis to create tailored investment strategies aligned with clients’ goals and risk tolerances.

Samantha Anderson is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to her current role, she worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Anderson also operates as an insurance agent, authorized to write Medicare Supplement, annuity, life insurance, health, and long-term care products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm applies a combination of fundamental, technical, and cyclical analyses to construct tailored portfolios aligned with clients’ goals and risk tolerances.

Wade Ritchie is a financial advisor at AE Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Great Lakes Legacy Group, LLC and operated as a sole proprietor. Ritchie is also involved in insurance sales through Runestad Financial Services, LTD. AE Wealth Management serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses, offering services such as model portfolio solutions, discretionary asset management, financial planning, and plan services. The firm employs a platform-centered approach that combines internally managed models, third-party strategies, and advisor-tailored portfolios.

Russell Couchman is a financial advisor at Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where he has been appointed as a 1099 insurance agent authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals, risk tolerances, and time horizons.

Kevin Davidson is a financial advisor with Eagle Strategies (New York Life) based in Fort Wayne, Indiana, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He is owner and partner of multiple affiliated entities, including Davidson Wealth Group, LLC and Eagle Wealth Partners LLC d/b/a Lifetime Wealth Partners, through which he sells New York Life products and brokers non-registered insurance products. He is also a shareholder in NYLARC Holding Company, Inc., involved in reinsurance activities. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Frederick Childs is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he spent six years at Huntington University. In addition to advisory work, Childs is an insurance agent with Bankers Life & Casualty, where he evaluates clients’ health, Medicare, and life insurance needs. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to create customized asset allocations aligned with clients’ goals and risk tolerances.

Matthew Ramer is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 13 years of industry experience. He has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering. This program uses algorithm-driven model strategies with discretionary portfolio management, primarily serving PNC employees through an invitation-only pilot.

Richard Runestad is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at CoreCap Advisors and Financial Partners Federal Credit Union, and he has operated Runestad Financial since 2000, where he serves as president and is involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and plan services, supporting a large client load across its 435 advisors.

Matthew James is a financial advisor with Commonwealth Financial Network in Fort Wayne, IN, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at Commonwealth since 2008 and was previously with James & Minnich Financial from 2008 to 2020 and Momentum Wealth since 2020. Outside of his advisory role, he is president and owner of James Wealth Advisory Group, Inc., a private entity involved in branch accounting and tax preparation. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, and compliance, while offering advisors discretion to construct client portfolios from diverse securities and insurance products.

Daniel Schroeder is a financial advisor with Bankers Life Advisory Services, Inc. in Fort Wayne, IN, holding Series 63 and Series 66 designations and 11 years of industry experience. He has been affiliated with various entities under Bankers Life since 2009, including roles in advisory services and securities. In addition to his advisory work, Schroeder is an insurance agent providing insurance product sales and servicing, including equity-indexed annuities. Bankers Life Advisory Services, Inc. offers discretionary portfolio management, investment consulting, and retirement plan consulting primarily for mass-affluent and high-net-worth individuals. The firm’s investment process focuses on customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis for security selection and portfolio management.

Brent Boersma is a financial advisor with Bankers Life Advisory Services, Inc. in Fort Wayne, IN, holding Series 63 and Series 65 credentials and having seven years of industry experience. He has been with Bankers Life Advisory Services since 2022 and has an extensive background at affiliated firms dating back to 2008. Outside of advisory work, he manages a team of agents in health and life insurance sales, including Medicare Supplement and annuity products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

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.

Danny Lai is a financial advisor at Bankers Life Advisory Services, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 registrations and has been with the Bankers Life organization since 2016. Lai also serves as President of Danny Lai Financial Services, an insurance and financial services entity aligned with Bankers Life products, and is co-trustee of a family irrevocable trust. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm combines fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across various securities to meet client goals and risk tolerances.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory 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 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 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.

Colleen Maloney is a Series 66-credentialed financial advisor at Edward Jones with 21 years of industry experience. She has been with Edward Jones since 2016, based in Fort Wayne, IN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of investment strategies and advisory services through a nationwide network of over 23,700 advisors.

Sun Park is a CFP® with 26 years of industry experience, currently affiliated with Edward Jones since 1999. He holds Series 63 and Series 66 licenses and is based in Fort Wayne, Indiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Michael Cottier is a financial advisor with Cetera in Fort Wayne, IN, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been associated with Cetera and its affiliates since 2014 and also maintains a role with Ferraro Behavior Services since 2012. Cetera Investment Advisers LLC is an SEC-registered adviser providing services through a large network of independent advisors. The firm serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management, financial planning, and consulting services.