Shannon Hardiek is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. She holds a Series 66 designation and previously spent over two decades with Phillips Financial Management, LLC. Outside of her advisory role, Hardiek teaches music to high school marching band students and serves on the board of trustees for Canterbury School, participating in board meetings and the finance committee. Cambridge Investment Research Advisors serves a wide range of clients including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both proprietary and third-party investment strategies across various platforms and custody arrangements.

Jacob Schau is a financial advisor at Wells Fargo Advisors with a Series 66 designation and two years of industry experience. He previously worked at Shambaugh & Son LP and held engineering roles at Project Design & Piping, Inc. and Bechtel Oil, Gas, & Chemical. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning options using proprietary research and tools, serving clients who meet certain net-worth thresholds with tailored recommendations.

Elizabeth Holtzman is a financial advisor at Ameriprise in Fort Wayne, IN, with 21 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Ameriprise and its affiliated entities since 1999. Holtzman is also an Associate Financial Advisor with CPM Group LLC, where she provides financial planning services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Farid Farhoumand is a financial advisor at LPL Financial with 45 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Next Financial Group Inc for 11 years. Farhoumand is also president and CEO of One Resource Wealth Management, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

William Rondeau is a financial advisor at Cetera with seven years of industry experience. His prior roles include positions at LPL Financial, Old National Bank, Infinex Investments, Flagstar Bank, and Wells Fargo. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Andrew Fortmeyer is a financial advisor at Wells Fargo Advisors in Fort Wayne, IN, holding a Series 66 designation with one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Capgemini from 2022 to 2025 and Lake City Bank in 2021. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs analysis.

Ryan Burton is a financial advisor with Raymond James Financial in Fort Wayne, IN. He holds a Series 66 designation and has one year of industry experience. Prior to joining Raymond James, he worked at Joseph Decuis Wagyu Farm and held teaching positions at the University of Saint Francis, Fort Wayne Lawn And Landscape, Homestead Senior High School, and Woodside Middle School. Outside of his advisory role, he is employed as an associate at Burton Vosmeier & Looney Financial Advisory Group. 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 and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Kody Lowden is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and three years of industry experience. Their prior roles include positions at Foxworthy Wealth Advisors, 3BG Supply, Howard Bailey Financial, NYLIFE Securities LLC, New York Life Insurance, and Lincoln Financial Distributors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals using a variety of portfolio management and model-based solutions.

Allen Loechner is a financial advisor with Wells Fargo Advisors in Fort Wayne, Indiana, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he serves on the investment committee of Concordia Theological Seminary and is a member of the Endowment Committee for the Fort Wayne Philharmonics. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services tailored to clients who meet certain net-worth thresholds. The firm combines advisory services with other financial product offerings and referral channels.

Zachary Scherer is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Securities America Advisors, Inc. and Securities America, Inc. for a decade. In addition to his advisory role, he is president of Scherer Capital Management Inc., providing financial planning and insurance services, and collaborates with Ash Brokerage on legal structured settlement arrangements. OSAIC serves a diverse range of clients including individual and high-net-worth investors, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Keegan Bartrom is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Ball State University for three years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anthony Buuck is a financial advisor with Wells Fargo Advisors in Fort Wayne, IN, holding a Series 66 credential and one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Tippmann Construction, LLC and has experience in both the hospitality and education sectors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet specific net-worth criteria.

Hannah Eckert is a financial advisor with Wells Fargo Advisors in Fort Wayne, Indiana. She holds a Series 66 designation and has three years of industry experience, including prior roles at SYM Financial Advisors and Howard Bailey Financial. She completed her studies at Butler University from 2016 to 2020. 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 tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and planning tools to develop tailored financial recommendations.

Ronald Looney is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds the Series 66 designation and has been affiliated with Raymond James Financial Services Advisors since 2014. He is a partner in the Burton Vosmeier & Looney Financial Advisory Group, a support company based in Fort Wayne, IN. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with notable capabilities in municipal and public finance advisory services.

Tonja Rutsey is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019, following roles at Raymond James & Associates and Applied Maintenance Supplies and Solutions. Rutsey also serves as an Associate Financial Advisor at CPM Group, LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling to deliver tailored, tax-efficient recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Michael Jenkins is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo in various capacities totaling eight years before joining Cetera in 2024. Jenkins serves as Treasurer and Finance Committee Member for RSVP of Allen County, a volunteer center, where he assists in reviewing budgets and financial plans. 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 multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary services, tailored investment strategies, and access to third-party money managers.

Robert Olson II is a CFP® with 36 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. He previously worked at Signator Investors, Inc. from 2016 to 2018. Olson also operates Olson Financial Services, a sole proprietorship through which he provides financial planning, securities, and insurance products to individuals and businesses, and supervises other registered representatives in their securities activities. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated financial advisers and multiple advisory platforms. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated portfolio rebalancing to construct diversified investment portfolios.

Jennifer Jacobson is a financial advisor at Wells Fargo Advisors in Fort Wayne, IN, with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked within Wells Fargo's affiliates since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a broad range of investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using Wells Fargo research and planning tools, covering various specialized planning areas for clients who meet certain net-worth criteria.

Joel Henline is a financial advisor at Ameriprise with 19 years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Ameriprise in 2022, he worked at First Palladium, LLC, Mercap Securities, LLC, and Ash Brokerage Corporation. He is also involved with CPM Group LLC, where he provides investment recommendations and client meetings. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, using a combination of investment research, third-party data, and algorithmic tools to support its recommendations.

Braxton Miller is a financial advisor with Ameriprise in Fort Wayne, IN, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked at Indiana University and Sycamore Hills Country Club. He also serves as an administrative staff member for AR Group LLC, where he provides financial advice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.