Jacob Aschliman is a financial advisor at Cetera with three years of industry experience. He holds a Series 66 designation and has worked at Cetera and ASCH Financial, where he assists with client communications and administrative duties. He also acts as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base, including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and advisory services through a nationwide network of independent advisors.

Matt Reiber is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Kenneth Seigel is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Cetera and its related entities since 1997 and also owns The Seigel Group LLC, CPA's, where he provides tax preparation, audits, and compilation reviews. Outside of his advisory and accounting work, Seigel serves on the finance committee of the Auburn Cord Duesenberg Automobile Museum and is a board member of Ebenezer Shepherding Ministries of Africa, a fundraising organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, including discretionary and non-discretionary strategies, with access to multiple third-party money managers and program structures.

Kyle Aschliman is a financial advisor at Cetera with 19 years of industry experience. He holds the ChFC® and Series 66 designations. His prior experience includes roles at Sigma Planning Corporation and APP Financial LLC. Outside of advising, he owns and manages Asch Financial LLC, a financial services and tax planning business. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.

Michael Richardson is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Matthew Schmidt is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Raymond James & Associates. He previously worked at Robert Baird & Co. and JJB Hilliard W.L. Lyons LLC. Outside of his advisory role, he is involved with Emmanuel Lutheran Church as a stewardship and council member and serves on the Northeastern Indiana Alumni Board at Ball State University. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, utilizing multiple portfolio management styles supported by firm research and affiliated sub-advisers.

Jeffrey Whitmer is a financial advisor at Edelman Financial Engines in Fort Wayne, IN, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with the firm and its predecessor entities since 2015. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, combining proprietary modeling with planner delivery and online tools across a range of investment options.

Joseph Goebel is a financial advisor with Raymond James & Associates in Ft. Wayne, IN, holding Series 63 and Series 65 designations and having 36 years of industry experience. He has been with Raymond James & Associates since 2009. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Benjamin Simcox is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has previously operated under Simcox Financial Services. His background includes work outside the financial sector, including roles in traffic operations and concrete services in Fort Wayne, IN. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using risk profiling and analytical modeling, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Leonard Boniface Jr. is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Bank of America. Outside of advising, he owns and manages a rental apartment business in Fort Wayne, IN. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary consulting, and municipal advisory services, supported by a nationwide team and comprehensive research resources.

Zachary Schoeck is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 13 years of industry experience. He previously worked at Lincoln Financial Network for 11 years before joining Thrivent in 2024. Outside of his advisory work, he has roles as a delivery driver for several companies including DoorDash, Roadie, and Spark. 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 analyses and planning across a range of financial topics, with an option to combine planning with managed-account services under a consolidated billing program.

Gwendolyn Ruppert is a financial advisor with Raymond James & Associates in Ft. Wayne, IN, holding a Series 66 designation and nine years of industry experience. She previously worked at Edward Jones for eight years before joining Raymond James. Ruppert serves on the finance and investment committee of Four:10 Ministries, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Michelle Gaskill is a Series 66 licensed financial advisor with eight years of industry experience. She has worked with Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2019, following seven years at Wells Fargo Advisors. Gaskill is also an associate and licensed financial advisor at Reynolds Wealth Management in Fort Wayne, IN. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad advisor network with specialized programs, including municipal and retirement plan advisory services.

Marc Chamberlin is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 23 years of industry experience. Prior to joining Raymond James in 2019, he worked at Edward Jones for 16 years. Outside of his advisory work, he is involved in managing farmland leases and agricultural properties. 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 plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Peter Mcdonald is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Axa Advisors LLC, PNC Wealth Management, Natcity Investments, Inc., and Edward Jones. He also serves as an administrator or trustee for estates and trusts and holds outside insurance appointments in health and dental insurance. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm relies on third-party asset managers and advisory programs and offers a range of investment options while providing ERISA fiduciary services to qualified plans.

Kaitlyn Farrell is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing four years of industry experience. She has held several roles within Thrivent since 2021 and has prior experience at Actalent Scientific, Meijer, and ThermaTru Stain. 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 financial planning that covers a wide range of topics and allows clients to combine planning with managed accounts under a consolidated billing option.

David Watercutter is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He was previously with FSC Securities Corporation for 29 years and has owned Watercutter Financial Services since 1990. Outside of advisory work, he is involved in a cell phone tower investment venture. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with a diverse array of investment options and platforms.

Jordan Stogdill is a financial advisor with Merrill in Fort Wayne, IN, holding a Series 66 designation and 26 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1997 and Bank of America, N.A. since 2011. Outside of his advisory role, he serves as a trustee for the J J. S Lifetime Trust in Bluffton, Indiana. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeremy Swonger is a financial advisor with Wells Fargo Advisors in Fort Wayne, Indiana, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Gregory Reynolds is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 26 years of industry experience. Reynolds has been with Raymond James since 2019 and previously worked at Wells Fargo Advisors. He owns and manages several business entities, including Reynolds Wealth Management and other investment-related and estate planning entities. 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, pension plans, corporations, and institutional clients. The firm employs a tailored, non-discretionary approach using risk profiling and analytical tools to support client goals and is known for its affiliation with a municipal advisor and specialized plan-level advisory programs.