Tim Huber is a financial advisor at OSAIC with 17 years of industry experience. He holds the CFP® designation and Series 63 and 66 licenses. Prior to joining OSAIC in 2024, he spent 16 years at American Portfolios and worked at Physiotherapy Associates for 18 years. Outside of his advisory role, he owns and manages Preferred Financial Group, Inc., providing tax preparation, tax planning, and insurance services. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, corporate pension plans, and charitable organizations. The firm offers integrated advisory and brokerage services using a variety of asset-allocation tools and third-party managers, and supports discretionary and non-discretionary account management across multiple investment platforms.

Brady Lucyk is a financial advisor with Cetera, holding Series 65 and Series 63 credentials and six years of industry experience. His prior work includes roles at MML Investors Services, MassMutual Life Insurance, Bankers Life, and Lincoln Financial Distributors. He is also involved with JBC Companies as a fixed insurance consultant. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform providing portfolio management, financial planning, and access to third-party money managers.

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 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.

Jean Jackson is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 38 years of industry experience. She is the president and owner of Jackson Brokerage Corp and Financial Identity Advisors, Inc., managing insurance and investment services. Jackson has served as past president of the National Association of Insurance & Fund Advisors and is involved in several community and faith-based organizations, including directing biblical leadership and life skills training as a board member of Empowered International. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors.

Douglas Morris is a Series 66 credentialed financial advisor with seven years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2018, following a twelve-year tenure at Evans Toyota. Morris is based in Fort Wayne, Indiana. 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 planning across various financial topics, with options to combine planning and managed-account services under a consolidated billing program called “WealthPlan.”

Wesley Privett is a financial advisor with Cetera in Fort Wayne, IN, holding a Series 66 designation and eight years of industry experience. He has worked with Cetera and its related entities since 2017 and previously spent nine years at Quality Restoration Services Inc. Outside of his advisory role, he serves as Senior Vice President of Operations and Compliance for Jackson Brokerage, overseeing fixed insurance operations and compliance matters. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a broad range of portfolio management and financial planning services through various program structures and third-party managers.

Thomas Witte is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His background includes roles at Bank of America, Charles Schwab, and several positions related to Indiana University Bloomington. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Finley is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 1999, he has built extensive experience in delivering personalized wealth management strategies. His areas of expertise include corporate executive services, divorce transition planning, employee benefits planning, family wealth management strategies, institutional and corporate benefit services, services for endowments, foundations, and non-profits, personal retirement planning, portfolio management, sports and entertainment, and retirement income. Daniel holds a Bachelor's Degree from Indiana University and maintains professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Born and raised in Fort Wayne, Indiana, he is a father of three and emphasizes collaboration with clients to develop financial strategies aimed at achieving long-term goals. He is also a member of the Rotary organization. Outside of work, Daniel enjoys basketball, billiards, cooking, football, golfing, hiking, music, reading, spending time with his family, and watching movies.

Matthew Guilford is a financial advisor with LPL Financial in Hicksville, OH, holding Series 63 and Series 65 designations and having 11 years of industry experience. He has been with LPL Financial since 2015. Guilford is also involved with Collins & Guilford Wealth Advisors, LLC, an affiliated business related to his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and consulting services, supported by in-house research and third-party resources.

Justin Maloney is a financial advisor at Edward Jones in Fort Wayne, IN, holding a Series 66 designation with seven years of industry experience. He worked at Ash Brokerage from 2015 to 2018 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a network of approximately 23,701 financial advisors. The firm manages about $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Daniel Schmidt is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. He previously worked at Robert Baird & Co. and J.J.B. Hilliard, W.L. Lyons LLC. Outside of his advisory role, he serves as the personal representative on the estate of Laura Smith. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and various organizations, offering financial planning and investment consulting with a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Joshua Scott is a financial advisor at OSAIC with 10 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. and Indiana Farm Bureau Insurance. In addition to his advisory work, he has served as a local supervisor of officials for USA Hockey since 1999. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, corporations, and charitable organizations through a large network of affiliated advisers. The firm employs a variety of advisory platforms and tools to create portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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 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.

Connor Gunkel is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has five years of industry experience. Prior to joining Raymond James, he worked at Franciscan University of Steubenville from 2016 to 2020. He is also involved as an independent contractor with Gunkel Financial Services, LLC, a business he owns for managing compensation and expenses. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and employs tools such as risk profiling and probability modeling to support client goals, while also offering specialized services like municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Trenton Stuckey is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 1994, following his graduation from Butler University. In his role, he provides a broad range of financial services including wealth management and retirement income planning. As a qualified Portfolio Manager, Trenton manages personalized or defined investment strategies on a discretionary basis, utilizing individual stocks and bonds, model portfolios, and third-party investment strategies to help clients achieve their financial objectives. Trenton holds the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning Institutes Corp. He also maintains various FINRA registrations including Series 7, Series 9, Series 10, Series 63, and Series 65, as well as an Indiana Life and Health Insurance license. His expertise encompasses college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, tax minimization, and retirement income. In addition to his professional duties, Trenton serves on the boards of the Community Foundation of DeKalb County and DeKalb Health, and he has previously served on the board of the Red Cross of Northeast Indiana. He resides in Auburn, Indiana with his wife Jennifer and their four children.

Jordan Van Der Weele is a Financial Advisor at Merrill Lynch Wealth Management. With over 10 years of experience in the financial services industry, Jordan has held positions at Morgan Stanley, Bank of America, and Merrill. He specializes in developing data-driven strategies to help clients build portfolios that align with their risk tolerance and financial goals. Jordan’s expertise includes general investing, philanthropic planning, tax-advantaged solutions, retirement planning, and preparing for unexpected financial events. He takes a personalized approach by understanding each client’s unique priorities and providing ongoing advice and guidance. Jordan holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Auburn University. Outside of his professional work, he mentors with Statement Arts and has interests in hiking, boating, chess, and spending time with his family.

William Rohwer is a financial advisor with LPL Financial in Fort Wayne, Indiana, holding a Series 66 designation and having 27 years of industry experience. He has worked at LPL Financial since 2011 and also has been associated with 1st Source Bank since 2010. Outside of his advisory role, Rohwer is involved in the restaurant business as an owner or partial owner of several establishments, including Moe’s Southwest Grill and Core Life Eatery locations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Maximilian Simcox is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at Lutheran Life Villages Nursing Home and Bishop Dwenger High School. He is also involved with Simcox Financial Services as an associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, incorporating risk profiling and modeling tools to support client goals.