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.

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.

Jason White is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 15 years of industry experience. His career includes roles at Shelton Financial Group, Comprehensive Asset Management & Servicing, USA Financial Securities Corporation, and Kestra Investment Services. Outside of his advisory work, he plays piano for the Norwell High School Show Choir Band and serves as a board member for the Churches of God General Conference Board of Pensions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, investment advice, and employee education, serving large investors such as sovereign wealth funds and supporting both discretionary and non-discretionary investment management.

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.

Nathan De Vaux is a financial advisor with Kestra Advisory Services, LLC, holding CFP® and securities licenses Series 63, 65, and 66. He has four years of industry experience, including prior roles at Kingdom Collective and Crossview Church. Outside of Kestra, he maintains a financial advisory role at The Shelton Financial Group, focusing on insurance-related financial planning. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers fiduciary services, plan design, and employee education, managing approximately $79.8 billion in assets, including relationships with large institutional investors and sovereign wealth funds.

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 at Empower Advisory Group with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at GWFS Equities, INC, Corsica Technologies, and Nationwide Investment Services Corporation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Ryan Van Wyngarden is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. He has one year of industry experience and has worked at Capital Advisory Partners, LLC and as a self-employed advisor. His background also includes roles at EY and Indiana University. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering a range of financial planning, portfolio management, and brokerage solutions through an open-architecture platform.

Nathan Shelton is a CFP® with nine years of experience in the financial services industry. He is currently with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, having joined in 2023. His prior experience includes roles at USA Financial Securities Corporation and Shelton Financial Group, where he maintained ongoing servicing and client development activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves a broad range of clients, including large institutional investors, and supports recommended investments with comprehensive due diligence.

David Livingston is a financial advisor at Fifth Third Securities, Inc. in Fort Wayne, IN, with 16 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Fifth Third since 2008. Outside of his advisory role, he is engaged in family photography in New Haven, IN. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services. The firm provides access to multiple program types and third-party portfolio managers through its Passageway Managed Account Program, combining advisor-directed models with strategies such as SMA, tax overlay, and direct indexing.

Clark Newell is a financial advisor at TLG Advisors, Inc. based in Fort Wayne, IN, holding a Series 66 designation with 20 years of industry experience. His prior work history includes roles at Lincoln Financial Advisors from 2014 to 2024 and Lincoln Financial from 2024 to present, as well as a position at Simplicity Investments starting in 2026. TLG Advisors, Inc. serves a diverse client base including individuals, trusts, corporations, and institutional investors, providing investment supervisory services, portfolio management, and financial planning. The firm’s investment approach emphasizes manager selection and ongoing monitoring through fundamental analysis and Modern Portfolio Theory, and it offers both traditional advisory services and a digital program called Starlight Portfolios.

Jaime Gerber is a financial advisor at CWM, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at several firms including Raymond James Financial Services and Adams County Financial Resources. Gerber is also involved in the sale of fixed insurance products and provides brokerage and advisory services through Bixler Financial. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, typically managing accounts on a discretionary basis using model portfolios governed by an in-house Investment Committee.

Tracy Mchale is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior work history includes roles at MML Investors Services and UFinancial Group/Mass Mutual. Integrity Alliance provides advisory and brokerage services to a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm operates a large network of independent advisors managing approximately $5.4 billion in assets and offers a range of portfolio management and financial planning services through various platforms and investment approaches.

Matthew Troutner is a financial advisor with United Planners Financial Services of America and holds a Series 63 designation. He has 37 years of industry experience, including prior roles at Cetera Advisor Networks LLC and long-term involvement with S & M Associates, LLC, and ProFed Financial Advisors, LLC. He serves as a notary and is a board member of the Stellhorn Professional Village Owners Association. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients through independent Investment Adviser Representatives, employing a mix of custodians and third-party managers to implement client-directed strategies.

Brian Dixon is a financial advisor with Steward Partners Investment Advisory, LLC, holding the Series 63 and Series 66 designations and bringing 16 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and Lincoln Financial Securities Corporation, where he worked for over a decade before joining Steward Partners in 2024. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets and serving a wide range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management through various Steward Partners-branded solutions and third-party managers, supported by a comprehensive due-diligence process and strategic partnerships with major custodians.

Braden Hoffman is a financial advisor with Empower Advisory Group in Fort Wayne, IN, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Empower, he worked at firms including J.P. Morgan Securities and Old National Bank. Outside of finance, he co-owns Hoffman Financial Group LLC, a business focused on childhood education and special needs advocacy where he creates educational books on neurodiversity for school-age children. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms.

John Michael Boger is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His career includes prior roles at Northwestern Mutual, Eagle Strategies (NY Life), and Conduent Business Services. Outside of his advisory role, he works part-time with food delivery platforms including Instacart, Uber Eats, and DoorDash. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.