Malcolm Frost is a financial advisor at Stifel based in Fort Wayne, IN, with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 2017, following 14 years at City Securities Corporation. He also serves as an executor for a non-family estate. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services that incorporate proprietary investment analysis and allocation methodologies.

Jennifer Mc Call is a financial advisor at Edward Jones in Columbia City, IN, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Indiana Farm Bureau Insurance and Stephen Gould Corporation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Kara Alvarado is a financial advisor with Wells Fargo Advisors in Fort Wayne, IN, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked within various Wells Fargo entities since 2013. Outside of her advisory role, she serves as the chair of the parish finance council at St. Joseph Catholic Church and School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with banking and lending products.

Christopher Birkenbeul is a financial advisor with Cetera who holds Series 63, Series 65, and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at Cambridge Investment Research, Midwest Community Credit Union, LPL Financial, and Ash Brokerage Corporation. He is also the owner of Birkenbeul Financial, a business operating under the Cetera brand. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting varied investment strategies and program structures.

Lisa Waterman is a CFP® with 29 years of experience in the financial industry, currently affiliated with OSAIC. Her work history includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc., as well as operating Waterman Financial Services. She holds leadership and board positions in several nonprofit and community organizations, including serving as president of the Allen Business Exchange and involvement with Rotary District 6540 Charities and the Churubusco Public Library. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes advanced portfolio construction tools and supports a range of investment products and third-party managed account solutions.

Michelle Bridge is a financial advisor with Robert Baird & Co. and holds the Series 63 and Series 66 designations. She has 29 years of industry experience, including prior roles at JJB Hilliard WL Lyons LLC. Bridge has been with Baird since 2019, with a brief period of unemployment between 2019 and 2021. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers to implement a range of traditional and non-traditional investment strategies.

Sean Asiala is a financial advisor with Edward Jones in Fort Wayne, IN, holding a CFP® designation along with Series 63 and Series 66 licenses. He has 19 years of industry experience, all of which have been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Michael Caley is a CFP® and ChFC® with 12 years of experience in the financial services industry. He has been with Edward Jones in Fort Wayne, IN since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michelle Covington is a financial advisor at Edward Jones in Fort Wayne, IN, holding Series 63 and Series 65 licenses. She has prior experience working at the Association Headquarters and with nonprofit organizations such as Lions Clubs International Foundation and Greater Chicago Food Depository. Covington has been with Edward Jones since 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Ashley Mc Aninch is a Series 66-licensed financial advisor with Edward Jones, based in Columbia City, IN. She has five years of industry experience, all with Edward Jones since 2021. Prior to her current role, she worked for Pro Resources Staffing Services from 2010 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the United States.

Daniel De Bolt is a financial advisor at Edward Jones in Fort Wayne, IN, holding the Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Heart to Heart Hospice, the Center for Vein Restoration, and Parkview Physicians Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory and investment strategies supported by a nationwide network of more than 23,000 financial advisors.

Christopher Vosmeier is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He is a partner at Burton Vosmeier & Looney Financial Advisory Group, where he has worked since 2014. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Amy Burton is a financial advisor with Raymond James Financial Services Advisors, Inc. in Fort Wayne, IN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She is a partner and branch manager at both BVL Advisors LLC and Burton Vosmeier & Looney Financial Advisory Group. 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, and institutional clients. The firm offers tailored non-discretionary planning and promotes implementation through advisory programs, with notable capabilities in municipal and public finance advisory services.

Gary Woolman is a financial advisor with Mass Mutual Investors Services in Fort Wayne, Indiana, holding Series 63 and Series 65 licenses and with 42 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2014. Woolman is also involved as Vice President of Legacy Value Advisors, LLC, where he engages in marketing, consulting, and coaching, and participates in business consulting activities through Legacy Advisors Network Ltd. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.

John Reimbold is a financial advisor with Ameriprise in Fort Wayne, IN, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as Treasurer on the Wellspring Board of Directors and is a board member of the Charitable Gift Planners of Northeast Indiana. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, with a focus on assets held in Ameriprise Managed Accounts.

Brett Thomas is a financial advisor at Ameriprise in Fort Wayne, IN, holding a Series 66 designation with eight years of industry experience. Prior to joining Ameriprise, he worked at WANE TV for three years. Outside of his advisory role, Thomas is involved in business ownership of Bite Coolers and works as a freelance journalist producing media content. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates investment research, third-party data, and algorithmic tools within a non-discretionary implementation framework.