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.

Mitchell Christopher is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has held roles at multiple financial and non-financial firms, including Allen Wealth Management and The Greenery, Inc. Prior to his advisory career, he has experience in various sectors such as agriculture and hospitality. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and charitable organizations—and offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by extensive research and multiple portfolio management styles.

Benjamin Jones is a financial advisor with Osaic Wealth, Inc. based in Fort Wayne, Indiana, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Prior to joining Osaic, he worked six years at Preferred Financial Group and spent several years involved with restaurant operations under the ObiCai Restaurant Group. He is also owner of Preferred Tax Consultants, where he provides tax preparation services. Osaic Wealth, Inc. serves a diverse range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that include various asset classes, with options for discretionary and non-discretionary management.

Willie Smith is a financial advisor with Thrivent Investment Management in Fort Wayne, IN, holding a Series 66 designation and 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning across various financial topics and offers an option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Lashawn Lewis is a financial advisor with LPL Enterprise in Fort Wayne, IN, holding a Series 66 designation and 21 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Inc., Pruco Securities LLC, and The Prudential Insurance Company of America. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to a range of advisory and brokerage services through its integrated platform.

Johnathan Redmaster is a CFP® with 15 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Concourse Financial Group Securities Inc and USA Financial Securities. Outside of his advisory work, he serves as a lay member overseeing pension managers for the state of Indiana and is the treasurer for Armor of God Inc., a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform to a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides a range of portfolio management and consulting services through discretionary and non-discretionary programs supported by a network of over 10,000 advisors.

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 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.

Emily Bush is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding Series 63 and Series 65 designations. She has 28 years of industry experience, including 18 years with Raymond James & Associates. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting through various specialized programs.

David Funk is a CFP®-credentialed financial advisor with 25 years of industry experience. He is currently with Cetera in Fort Wayne, IN, having joined the firm and its affiliate Cetera Wealth Services, LLC in 2025. He also serves as treasurer and board member of Black Pine Animal Park Sanctuary, a nonprofit exotic animal sanctuary. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large national network of independent advisors. The firm serves individuals across wealth levels as well as retirement plans, corporate, charitable, and institutional clients, offering a range of discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Steven Kucharski is a financial advisor at Raymond James Financial in Fort Wayne, IN, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Raymond James Financial and its affiliate Raymond James Financial Services since 2014. Outside of his advisory role, he serves as a volunteer committee member of the Fort Wayne Sister Cities International finance committee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains unique municipal advisory affiliations and specialized retirement plan consulting programs.

Rachel Schenk is a financial advisor at Raymond James & Associates with three years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing, Howard Bailey Financial, and Ash Brokerage. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Elizabeth Morris is a financial advisor with Thrivent Investment Management in Fort Wayne, IN. She holds Series 63 and Series 65 licenses and has recent experience working with organizations such as the Young Men's Christian Association of Dekalb County and Biggby Coffee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a range of financial planning topics. The firm allows clients to combine planning with managed-account services under a consolidated billing arrangement while maintaining separate service structures.

Jaclyn Gilpin is a Series 66-licensed financial advisor with five years of industry experience. She is currently with Cetera and previously worked at Avantax Advisory Services and Avantax Investment Services. In addition to her advisory role, she provides accounting services including bookkeeping and tax planning through Christen Souers, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform allowing advisors to implement model portfolios or custom strategies.

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.

Ian Mccormick is the Senior Resident Director and Wealth Management Advisor at Merrill, where he has served since 2019. In his dual role at the Fort Wayne branch, he acts both in a supervisory capacity as branch manager and as a financial advisor managing wealth for his clients. His approach to wealth management extends beyond investment planning to include banking, borrowing, liability management, risk management, and trust and estate planning services. He emphasizes understanding clients' needs to develop strategies aligned with their goals and values. Ian began his career in financial services in 2011 after graduating from Indiana University. He holds the Accredited Asset Management Specialist designation, the CERTIFIED FINANCIAL PLANNER certification, and the Personal Investment Advisor credential. He took on the leadership role as Resident Director of the Fort Wayne branch in 2020. Residing in Fort Wayne, Indiana, Ian lives with his wife, Karra, and two daughters. He is actively involved in his community as an officer of Sol D Bayless Lodge #359 F.&A.M. and a member of the Rotary Club of Fort Wayne. Ian also participates in organizations such as Plymouth Congregational Church and supports local community initiatives.

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.

Rudi Siela is a CFP® professional with 44 years of industry experience, currently affiliated with Cetera in Fort Wayne, IN. He previously worked for Concourse Financial Group Securities Inc. for over three decades and operates under the dba Financial Focus, providing financial planning and investment advice since 1995. Outside of his advisory role, he serves as an executor for a personal estate. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies with extensive program options and affiliations.

Thad Winter is a financial advisor with Raymond James & Associates in Ft. Wayne, IN. He holds Series 65 and Series 63 licenses and has 12 years of industry experience. His prior work includes roles at Three Rivers Insurance Group, Inc. from 2004 to 2018, and brief tenures at Org Private Advisor Group, LLC and Financial Marketing Services, LLC in 2018. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and government entities, offering financial planning, consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research resources.