Daniel Palmer is a financial advisor at Creative Planning with 32 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Creative Planning, he held roles at Cetera Wealth Services, Commonwealth Financial Network, Rehmann Financial Network, and operated Palmer Retirement Consulting. He is also the managing director of SageView Advisory Group, overseeing retirement plan investment and fiduciary services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure while managing approximately $295.6 billion in client assets.

Joshua Robinson is a financial advisor at AE Wealth Management, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Pepsi MidAmerica, Dollar General, and Coca-Cola. Outside of AE Wealth Management, he is also involved in insurance sales and services through Runestad Financial Services. AE Wealth Management serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered investment approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

Allison Siegel is a financial advisor with PNC Wealth Management in Fort Wayne, IN, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at PNC Wealth Management and PNC Investments since 2013, with prior experience at Fifth Third Securities. Outside of her advisory role, she is involved with Kimmel Fabrication Studios, LLC, a non-investment-related business. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only online Portfolio Solutions Strategist Digital Offering for employees. This program utilizes algorithm-driven risk assessments and approved model strategies executed via mutual funds and ETFs with annual rebalancing.

Jackie Martin is a financial advisor with TLG Advisors, Inc. in Fort Wayne, IN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has previously worked at Midwood Financial, Fifth Third Securities, FIFTH THIRD BANK, and LPL Financial. Outside of her advisory role, she operates a sole proprietorship involved in reselling clothing and cosmetics. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm combines fundamental research and Modern Portfolio Theory in its portfolio construction and offers a direct-to-consumer program called Starlight Portfolios alongside traditional advisory and ERISA fiduciary services.

Ronald Neuenschwander is a financial advisor with TLG Advisors, Inc. who holds the CFP® designation and has 51 years of industry experience. His prior work includes roles at Wells Fargo Advisors, LLC and Wells Fargo Clearing, spanning nearly two decades. He serves as treasurer on a condominium association board in Fort Wayne, IN. TLG Advisors serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring using fundamental analysis and Modern Portfolio Theory, offering both traditional and digital investment programs.

Jeffrey Presley is a financial advisor at Farther with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Mountain Peak Wealth Advisors, LLC, Dickmeyer Boyce Financial Management, Inc, McDonald Capital Management, Inc., and Osaic FA, Inc. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary models, algorithmic rebalancing, and a range of assets including ETFs, mutual funds, equities, and fixed income.

Lucas Troutner is a Series 66-licensed financial advisor with two years of industry experience. He is currently with United Planners Financial Services of America, LP and has prior experience at ProFed Financial Advisors LLC and ProFed Federal Credit Union. United Planners Financial Services is a national wealth-management enterprise serving a broad client base through independent Investment Adviser Representatives. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis, and offers both advisory and brokerage services using a variety of custodians and third-party platforms.

Chelsea Brown is a financial advisor with PNC Wealth Management in Fort Wayne, IN, holding CFP® and ChFC® designations and nine years of industry experience. Her prior roles include positions at NEXT Financial Group, Inheritance Financial Solutions, and New York Life Insurance. Outside of advising, she has experience as a landlord. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital model account available by employee invitation. The firm uses algorithm-driven risk assessments and implements portfolios via approved model strategies managed by PNC or third parties.

Benjamin Goodpaster is a financial advisor with Lincoln Investment in Fort Wayne, IN, holding the Series 63 and Series 65 credentials. He has nine years of industry experience, with prior roles at Marketshare Financial, Royal Alliance Associates, Northwestern Mutual, and JPMorgan Chase Bank. He is also managing member and co-owner of Goodpaster Holdings LLC, a real estate holding company currently inactive. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including educators participating in 403(b) and 457(b) programs. The firm combines advisor-led portfolio management with model portfolios developed by an in-house Investment Management & Research team and access to third-party managers, operating under a fiduciary standard for retirement advice.

Susan Chipps is a financial advisor at Key Investment Services LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at J.P. Morgan Securities, Chase Investment Services Corp., CX Institutional, and LPL Financial. Chipps serves on the board and executive committee of the Fort Wayne Civic Theatre, where she is involved in financial oversight and endowment investment reviews. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider platform and integrates with KeyCorp affiliates to offer a range of investment, advisory, and banking services.

Patrick Hoffman is a financial advisor at TLG Advisors, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Simplicity Investments, Lincoln Financial, Truist, Vanguard, Bank of America, Merrill, and Legg Mason. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, employing fundamental analysis and Modern Portfolio Theory in its investment approach.

Sydney Cale is a CFP® and Series 66-licensed advisor with nine years of industry experience. They have worked at Mariner Wealth Advisors since 2024, following seven years at SYM Financial Advisors and one year at Axa Advisors, LLC. Sydney volunteers teaching financial education at Junior Achievement of Northern Indiana and serves on the boards of First Fridays Fort Wayne and All for One Productions, as well as a trustee for Life Community Church. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax services, and family office capabilities through discretionary, customized portfolios supported by a combination of in-house research and third-party managers.

Cortney Kitchen is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and 32 years of industry experience. Her prior roles include positions at Redeemer Radio, Cetera Advisor Networks LLC, and Profed Financial Advisors. She is also an insurance agent specializing in non-variable insurance and a partner at Capital Advisory Partners, LLC. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Neil Bryson is a financial advisor with Eagle Strategies (NY Life) based in Fort Wayne, IN. He holds the ChFC® designation and has 24 years of industry experience. Prior to his current role, he worked at Distinctive Financial Resources LLC for three years. Outside of his advisory duties, he serves as a board member of the Northeast Indiana Passenger Rail Association and is vice president of the Heart of Jesus Home For The Dying. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Tyler Voigt is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and beginning his industry experience in 2026. His prior work includes roles at Bankers Life Securities and Bankers Life & Casualty, as well as management experience in the food service industry. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management and retirement plan consulting. The firm utilizes fundamental, technical, and cyclical analysis to create tailored investment strategies aligned with clients’ goals and risk tolerances.

Carlos Foster is a financial advisor with TLG Advisors, Inc. in Fort Wayne, IN, holding Series 63 and Series 65 licenses and 13 years of industry experience. He previously worked at Nationwide Investment Services Corp for 13 years before joining TLG Advisors and affiliated firms. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios and offers both traditional advisory services and a digital program called Starlight Portfolios.

Jennifer Brown is a financial advisor with Empower Advisory Group in Fort Wayne, IN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her career includes roles at GWFS Equities, Inc., Corsica Technologies, Nationwide Investment Services Corporation, J.J.B. Hilliard, W.L. Lyons, LLC, and Thrivent Investment Management. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm’s integrated approach emphasizes long-term portfolio returns and annual rebalancing, delivering both point-in-time financial plans and optional managed account solutions within a framework closely tied to Empower’s administrative platforms.

Ryan Van Wyngarden is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. He has two years of industry experience, including prior roles at Capital Advisory Partners, LLC, and EY. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, trusts, and institutional clients. The firm utilizes a combination of custodians, third-party managers, and platform programs to offer both advisory and brokerage services.

Samantha Anderson is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to joining Bankers Life Advisory Services in 2025, she worked with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Anderson is also a licensed insurance agent, appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves primarily mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.

Wade Ritchie is a financial advisor at AE Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Great Lakes Legacy Group, LLC and operated as a sole proprietor. Ritchie is also involved in insurance sales through Runestad Financial Services, LTD. AE Wealth Management serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses, offering services such as model portfolio solutions, discretionary asset management, financial planning, and plan services. The firm employs a platform-centered approach that combines internally managed models, third-party strategies, and advisor-tailored portfolios.