Jesse Shepherd is a financial advisor at NWF Advisory Services Inc with five years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and The Ameriflex Group. In addition to his advisory role, he is involved in a fixed insurance business and operates Shepherd Legacy Financial as a DBA. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm offers a range of investment programs through an open-architecture Wealth Management Platform that emphasizes strategic long-term investing alongside tactical strategies.

Logan Timbrook is a CFP® with four years of industry experience. He is currently with SYM Financial Advisors and has previously worked at Wealth Advisors Group, Strategic Benefit Consultants, Inc, and LPL Financial LLC. Logan holds a Series 66 license and is based in Fort Wayne, IN. SYM Financial Advisors manages approximately $5.8 billion through a multi-team platform of 32 advisors, serving individuals, pension and profit-sharing plans, charities, and businesses. The firm employs a top-down tactical asset allocation approach and utilizes mutual funds, ETFs, independent managers, private alternative investments, and option strategies in portfolio construction.

Laura Rowe is a financial advisor with Kingsview Wealth Management, LLC in Fort Wayne, IN, holding a Series 66 designation and 25 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Cascade Financial Management. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services combining advisor-led planning with model-based and separately managed strategies, including internally sponsored ETFs and access to alternative investments.

Eugene Donnelly III is a financial advisor with ON Investment Management CO in Ft. Wayne, Indiana, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has been affiliated with The O.N. Equity Sales Company since 2016 and with Ohio National Financial Services and Donnelly & Co. since 2006. Outside of advising, he is a songwriter and operates a separate business selling personal used guitar equipment. ON Investment Management Company is a multi-team SEC-registered investment adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary advisory services, often utilizing third-party investment programs and maintaining an ongoing broker-dealer and dual-registration structure.

Theresa Ayers is a financial advisor with HUB Investment Partners, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her prior roles include positions at Transamerica Financial Advisors, World Financial Group, Lincoln Financial Distributors, and other firms. HUB Investment Partners provides investment management and retirement planning services to a diverse client base, including individuals, high-net-worth investors, corporate and public sector plans, and institutions. The firm combines internally managed model portfolios with customized strategies and offers an integrated advisory and consulting platform through its affiliation with HUB International.

Heather Foster is a financial advisor at Harbour Investments, Inc. with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Harbour Investments and Foster Financial Services since 2018. Foster is also a director of Faith & Grace Homes, Inc., a nonprofit focused on funding projects for facilities serving homeless girls. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and a variety of investment platforms tailored to individual advisor strategies.

Josiah Lederman is a financial advisor with Concorde Asset Management, LLC in Fort Wayne, IN, holding a Series 66 designation and eight years of industry experience. He has been with Concorde Asset Management since 2018 and also operates Lederman Insurance, Inc., where he is involved in life insurance sales. Concorde Asset Management offers discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base, including individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, utilizing both in-house and external strategies across multiple platforms.

Seth Hicks is a financial advisor at WesBanco Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Chase Bank and JS Products, LLC. Outside of his advisory role, he serves as a board member for The Center for Whitley County Youth, a nonprofit organization focused on life skills and educational services for underserved youth, and is involved with Rock 4 The Rock Ministry, providing leadership training to youth in worship ministry. WesBanco Securities, Inc. offers investment advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm emphasizes customized financial planning and portfolio management through non-discretionary, advisor-managed wrap accounts and separately managed programs, employing tailored investment strategies based on client objectives, risk tolerance, and time horizon.

Jonathon Pynchon is a financial advisor at Harbour Investments, Inc. in Fort Wayne, IN, with six years of industry experience. He holds Series 63 and Series 65 credentials and previously worked with New York Life Insurance Co. and NYLife Securities, LLC. Outside of his advisory role, he operates Pynchon Consulting, LLC, which serves as a pass-through entity for his 1099 income. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutions, offering portfolio management, financial planning, and access to multiple investment platforms tailored to different advisor approaches.

Caleb Doane is a financial advisor with Harbour Investments, Inc. in Fort Wayne, IN, holding Series 63 and Series 65 licenses and having four years of industry experience. He has prior experience at Treacy & Company and currently serves as treasurer for the nonprofit Faith and Grace Homes, Inc. Harbour Investments serves individual clients, trusts, pension and 401(k) plans, and institutional entities, offering portfolio management, financial planning, and multiple investment approaches tailored by individual advisors and third-party managers.

Joshua Sievers is a financial advisor with Savvy located in Fort Wayne, IN, holding Series 63 and Series 65 designations and eight years of industry experience. Prior to joining Savvy in 2026, he spent several years with Bankers Life entities in advisory and insurance producer roles. Outside of his advisory work, he is also a licensed insurance producer appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach supplemented by active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Brooks Smith is a financial advisor at Larson Financial Group, LLC with five years of industry experience. He holds the Series 65 and Series 63 designations. His prior experience includes roles at Thrivent Financial, Lincoln Financial Group, and Huntington University. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with an emphasis on serving doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary strategies, utilizing both strategic and tactical approaches, and integrates AI-assisted tools alongside human review in its advisory process.

Graig Stettner is a CFA® charterholder with 12 years of industry experience. He is currently with OneAscent Financial Services LLC and has previously worked at Gateway Financial Partners, Advisors' Pride, and LPL Financial. Outside of advising, he volunteers with the Fort Wayne Air Show, serves on the finance committee of Apostolic Christian Church, and holds volunteer roles with Isaiah 55 Ministries, Junior Achievement of Northern Alabama, the Allen County Public Library Foundation, and Canterbury Schools Advisory Council. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and other institutions. The firm offers various investment and financial planning services utilizing individualized asset-allocation strategies and employs overlay managers, model-based platforms, and automated programs to implement its investment programs.

Cindy Houser is a financial advisor with Thrivent Advisor Network, LLC, holding the ChFC® designation and Series 63 and 66 licenses, with 23 years of industry experience. She has been with Thrivent Advisor Network since 2020 and previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management from 2004 to 2020. Outside of her advisory role, she plays the organ for her church on a periodic basis and co-owns a 75-acre row crop farm. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations, offering customized, long-term focused portfolio management primarily using low-cost mutual funds, ETFs, and fixed-income securities. The firm operates as a subsidiary of Thrivent Financial for Lutherans, integrating investment and insurance product options alongside affiliated entities.

Joseph Sullivan is a financial advisor with Impact Partnership Wealth, LLC, holding a Series 65 designation and currently based in Fort Wayne, IN. He has experience spanning several firms since 2009, including Lincoln Financial Group, Howard Bailey Financial, Foster Financial Services, and Troyer Retirement. Sullivan has been with Impact Partnership Wealth since 2026. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of around 89 advisers. The firm offers model portfolio solutions, discretionary asset management, financial planning, and retirement plan services, utilizing a variety of investment strategies and a broad affiliated-entity ecosystem.

Kevin Reed is a financial advisor with Packerland Brokerage Services, Inc. in Fort Wayne, Indiana, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Packerland Brokerage Services since 2016. In addition to his advisory role, he is involved in insurance sales, including life, annuities, and long-term care products. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors, managing approximately $1.358 billion in assets. The firm offers a range of advisory services including financial planning, portfolio management, and retirement-plan consulting, utilizing both direct management and third-party money managers via the Hilltop/Hilltop-cleared Envestnet platform.

Andrew Barthel is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been affiliated with Thrivent Financial and its related entities since 2016. Outside of his advisory role, Barthel serves as Vice Chairman of St. Paul Lutheran Church and is a board member of Lutheran Ministries of Mercy. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term investment approach using customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by its integration within the broader Thrivent group.

Nicholas Wurster is a financial advisor at OneAscent Financial Services LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Cambridge Investment Research, Inc. and has experience outside finance including roles at Pine Lake Waterpark and Bernhaus Furniture. Wurster also works as an insurance agent with Collier Insurance Agency on a part-time basis. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm provides discretionary and non-discretionary asset management, financial planning, and unified managed account solutions, employing individualized asset-allocation methods and various overlay and automated investment programs.

Eric Pio is a financial advisor at Larson Financial Group, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Larson Financial Group and its affiliated broker-dealer, Larson Financial Securities, LLC, since 2015. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs both strategic and tactical investment approaches, utilizes model portfolios and custom discretionary programs, and incorporates AI-assisted tools alongside human review in its research and recommendations.

Ryan Hoch is a CFP® professional with 14 years of industry experience, affiliated with Invst, LLC in Fort Wayne, IN. His work history includes roles at Jarred Bunch Consulting, LLC, Primerica Advisors, and Guardian Life Insurance Company. He also operates Hoch Insurance Agency, Inc., where he serves as a commercial account executive specializing in employee benefits. Invst, LLC serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, managing approximately $1.565 billion in assets. The firm employs a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and integrates insurance brokerage services alongside its wealth management offerings.