Jeffrey Shelton is a financial advisor at Kestra Advisory with 35 years of industry experience. He has worked at firms including Usa Financial Securities Corporation and Comprehensive Asset Management & Servicing, and founded Shelton Financial Group. Outside of advising, he serves as Board President of Norwell Baseball Club and Zanesville Community Park, and owns a wedding and event center. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including sovereign wealth funds.

Curtis Holland is a CFP®-credentialed financial advisor with three years of industry experience. He currently works with TLG Advisors, Inc. in Fort Wayne, IN, and has prior experience at Simplicity Investments, Lincoln Financial Distributors, Hopwood Financial Services, Global Advisor Group, and LPL Financial. Outside of his advisory work, he mentors and assists in the caretaking of an adult with special needs. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, and institutional investors. The firm employs fundamental analysis and Modern Portfolio Theory to construct diversified portfolios, offering services through a network of independent advisors and sub-advisors, as well as a direct-to-consumer digital platform called Starlight Portfolios.

Michael Wright is a financial advisor with Valic Financial Advisors in Fort Wayne, IN, holding a Series 66 designation and 14 years of industry experience. He has been with Valic Financial Advisors since 2012 and also holds a position with Agia. Outside of his advisory work, he owns and operates a flooring sales business in Fort Wayne. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Dalton Atchison is a CFP® professional with eight years of industry experience, currently serving at Farther since 2026. Prior to Farther, he worked at Mountain Peak Wealth Advisors for nine years and briefly at Runners Forum. Outside of his advisory work, he is involved with Presley Tax Services, LLC, where he supports tax preparation activities. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios and algorithmic rebalancing, focusing on ETFs, mutual funds, equities, and fixed income.

Douglas Roller is a financial advisor at Brookstone Capital Management LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2018, following a three-year tenure at Neidiger, Tucker, Bruner Inc. Outside of his advisory role, he is involved as an insurance agent specializing in fixed annuities. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee programs. The firm serves a diverse client base that includes individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Steven Van Wyngarden is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Profed Financial Advisors. He also operates as an insurance agent in non-variable insurance and is a partner in Capital Advisory Partners, LLC. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform using multiple custodians and third-party money managers.

Roger Werling is a financial advisor at SPC with 42 years of industry experience. He holds the ChFC® and Series 63 designations and has been with SPC since 2011. Werling is also licensed to sell all lines of insurance, including fixed index annuities, through his involvement with Werling Financial Group. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets with over 460 advisors. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary management tailored to client needs.

Matthew Barnes is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA and holds Series 63 and Series 65 licenses. He has 36 years of industry experience, including prior roles at Cetera Advisor Networks LLC and longstanding involvement with S & M Associates, LLC and ProFed Financial Advisors, LLC. Outside his advisory work, he has served as a notary public since 1988. United Planners Financial Services is a national wealth-management firm with over $12 billion in assets under management and a broad client base including individuals, retirement plans, corporations, trusts, and institutional clients. The firm supports its independent advisors with a variety of custodial and platform options and primarily manages client assets on a non-discretionary basis.

Michael Ziembo is a Series 65-licensed financial advisor with Cetera Planning Partners in Fort Wayne, Indiana, bringing two years of industry experience. He has previously worked at Avantax Planning Partners and serves as a managing director at Baden, Gage & Schroeder, a large certified public accounting and business consulting firm in Indiana. Ziembo is also a board member of Erin's House for Grieving Children, a nonprofit organization supporting children through grief. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm employs a diversified investment approach aligned with clients’ objectives and risk tolerance and offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Jonathan Feola is a financial advisor with Empower Advisory Group in Ft Wayne, IN, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at GWFS Equities, Inc. since 2017 and T Rowe Price Investment Services, Inc. from 2010 to 2016. Empower Advisory Group provides financial planning and investment management services mainly to employer‑sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders, delivering integrated services linked to Empower’s recordkeeping and administrative platforms.

Todd Werling is a financial advisor at SPC with Series 63 and Series 65 licenses. He has been advising clients since 1999 through Werling Financial Group and joined Sigma Planning Corporation in 2026. He is based in Fort Wayne, Indiana. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network serving over 30,000 clients and offers tailored, discretionary investment advice delivered at the individual advisor level.

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 various PNC entities and Fifth Third Securities since 2007. Outside of her advisory role, she is involved with Balance Quickbooks and Kimmel Fabrication Studios, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital discretionary model portfolio that uses algorithm-driven risk assessments and invests in 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.

Jeffrey Presley is a financial advisor at Farther with 27 years of industry experience. He holds a Series 63 designation and has worked at several firms including Mountain Peak Wealth Advisors, LLC, Dickmeyer Boyce Financial Management, Inc., McDonald Capital Management, Inc., and Osaic FA, Inc. There are no additional noted outside activities. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a mix of exchange-traded funds, mutual funds, equities, and fixed income, supplemented by AI tools under internal review.

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 at Lincoln Investment in Fort Wayne, IN, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Marketshare Financial, Royal Alliance Associates, and Northwestern Mutual. Goodpaster is also a managing member and co-owner of Goodpaster Holdings LLC, a real estate holding company that currently holds no assets and has no plans for future business activity. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and model portfolios, employing both strategic and tactical investment approaches across discretionary and non-discretionary programs.

Susan Chipps is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 23 years of industry experience. Her career includes 11 years at J.P. Morgan Securities and roles at CX Institutional, LPL Financial, and Key Investment Services. She serves on the board and executive committee of the Fort Wayne Civic Theatre, overseeing financial matters and investment accounts for the nonprofit’s endowment. Key Investment Services LLC provides advisory services to individuals, trusts, estates, and businesses through wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and ongoing oversight, operating within the KeyCorp group with connections to affiliated banking and capital markets entities.

Keith Blythe is a financial advisor with CWM, LLC in Decatur, Indiana, holding Series 63 and Series 66 licenses and with 19 years of industry experience. His prior roles include positions at Cetera Wealth Services, OLD NATIONAL BANK, LPL Financial, and SSN Advisory. He is also involved in providing brokerage and advisory services through Bixler Financial and sells fixed insurance products. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, emphasizing retirement plan services and operational transparency.

Kathleen Sparrow is a financial advisor at Valic Financial Advisors with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Nationwide Investment Services Corporation, Voya Financial Partners, and Lincoln Financial Advisors Corporation. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

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.