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.

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.

Andrew Smith is a Series 66 licensed financial advisor with 18 years of industry experience. He is currently with Osaic Wealth, Inc., having previously worked at LPL Financial and Edward Jones. Smith serves as a board member and finance committee member for the YMCA of DeKalb County, Indiana. OSAIC serves a diverse client base including individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing advanced asset-allocation tools and third-party managers to construct customized investment portfolios.

Martin Carbaugh is a financial advisor with Cetera in Fort Wayne, IN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Concourse Financial Group Securities Inc, Tradewell & Tax Financial, and USA Financial Securities. In addition to his financial advising career, Carbaugh serves as an elected State Representative in the Indiana General Assembly. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients with portfolio management, financial planning, and access to third-party money managers. The firm supports a range of program structures and investment strategies, managing over $256 billion in assets through a network of more than 10,000 advisors.

Theresa Patron is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked at Raymond James since 2008 and previously spent four years at SAGE Private Wealth Group, LLC. In addition to her advisory role, she is a self-published author of five books and serves as an operations manager at Simcox Financial Services, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and utilizes advanced analytical tools, supporting its clients through a broad network of advisors and specialized advisory programs.

Matthew Vincent is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with Cetera and affiliated entities since 2015 and also works with First Merchants Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that provides access to various investment strategies across discretionary and non-discretionary programs.

Nicholas Hall is a financial advisor at LPL Financial with one year of industry experience. His prior work includes roles at Celsius Holdings, Atomic Brands, and Pepsi Beverages Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Christopher Pierce is a financial advisor at OSAIC with eight years of industry experience. He holds the Series 66 credential and has previously worked at American Portfolios and Wells Fargo bank. Outside of his advisory role, Pierce is a partner in an accounting firm where he prepares tax returns and also owns an insurance sales business. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of affiliated advisers, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Gregory Neuenschwander is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 21 years of industry experience. Prior to joining Raymond James in 2023, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 14 years. Outside of his financial advisory role, he is involved in manufacturing and developing parts for racing and vintage cars through his ownership of Ntech Motorsports LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting and planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.