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.

Austin Presley is a Series 65-licensed financial advisor with one year of industry experience, currently with Farther in Fort Wayne, IN. His prior roles include positions at Mountain Peak Wealth Advisors, Ford Meter Box, and Steel Dynamics, Inc. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm uses a Modern Portfolio Theory-based approach implemented via proprietary model portfolios and algorithmic rebalancing, employing a mix of ETFs, mutual funds, equities, and fixed income, supplemented by AI tools and advisor judgment.

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.

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.

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.

Ronald Covington is a financial advisor at Lincoln Investment with 41 years of industry experience. He holds the Series 63 designation and has worked at Lincoln Investment since 2017, following positions at Legend Equities Corporation and Edward Jones. Outside of his advisory work, he serves as a board member for a faith-based retreat center and volunteers on the finance committee of a homeless shelter and food pantry. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning and portfolio management with strategies developed by an in-house investment management team, supported by third-party managers and a layered delivery model.

Marsha Harris is a financial advisor with Brookstone Capital Management LLC in Fort Wayne, IN, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked with Unified Wealth and Retirement Planning and Brookstone Capital Management since 2009. Harris is also involved in insurance sales, focusing on long-term care, disability, and annuities, and provides tax preparation services for existing clients. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and a wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, and supports a large advisor network with model portfolios, unified managed accounts, and various investment strategies.

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.

Zachary Fiandt is a CFP® professional with 12 years of industry experience. He is currently with LPL Financial and previously worked at PNC Private Bank, Cetera Investment Advisers LLC, Cetera Investment Services LLC, Lake City Bank, and J.P. Morgan Securities. Outside of his advisory work, he is involved with Luxury Autos of Northeast Indiana, a business entity unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advice through a large network of investment adviser representatives who utilize various discretionary and non-discretionary strategies.

Aimee Davis is a financial advisor at UBS Financial Services with 42 years of industry experience. She holds Series 63 and Series 65 designations and has been with UBS since 2016. Outside of her advisory work, she serves on the reunion committee for Bishop Dwenger High School, managing funds and organizing events for her alma mater. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk profiles.

Scott Atkinson is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, Scott is involved in farming activities, including selling 4-H animals as market livestock after local fairs. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and is known for its extensive network of financial advisors and branches, as well as its affiliated mutual funds and trust services.

Robert Higgins is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC and Fifth Third Securities. In addition to his advisory role, he serves as power of attorney for his mother. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

Brooke Peters is a financial advisor at Thrivent Investment Management in Fort Wayne, Indiana, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at Ash Brokerage and healthcare organizations such as Parkview Regional Medical Center. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based financial planning across various topics and provides clients with the option to integrate planning with managed accounts under a consolidated billing arrangement.

Quinn Nofziger is a financial advisor with Edward Jones in Fort Wayne, IN, holding a Series 66 designation and possessing 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Pamela Covington is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. She holds Series 63 and Series 66 licenses. Outside of her advisory role, Covington manages a short- and long-term rental business in Phoenix, Arizona. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm operates under a fiduciary standard and is notable for its extensive nationwide network of advisors and affiliated financial services.

Brett Stedge is a financial advisor with Stifel in Fort Wayne, IN, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Stifel Nicolaus & Co Inc. since 2005. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Adam Harris is a financial advisor with Edward Jones in Huntington, Indiana, holding a Series 66 designation and nine years of industry experience. He has worked at Edward Jones since 2017 and previously spent a year with LPL Financial, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Kirsten Schuman is a financial advisor with OSAIC Wealth, Inc. in Fort Wayne, Indiana, holding Series 63 and Series 65 licenses with nine years of industry experience. Her prior roles include positions at Sii and Waterman Financial Services LLC, where she has been involved since 2015. She serves on the Board of Directors for the Churubusco Community Child Care Center, participating in governance and policy discussions. OSAIC Wealth, Inc. serves a wide range of clients, including individual and institutional investors, offering integrated brokerage and advisory services with a focus on diversified portfolios constructed using firm-provided asset-allocation tools.