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.

David Watercutter is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He was previously with FSC Securities Corporation for 29 years and has owned Watercutter Financial Services since 1990. Outside of advisory work, he is involved in a cell phone tower investment venture. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with a diverse array of investment options and platforms.

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.

William Nagy is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Hylant, The Horton Group, and The Shaner Agency. He is also an associate financial advisor at Practice Management Associates in Fort Wayne, IN. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling to offer tailored, tax-efficient withdrawal strategies. The firm delivers these services through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions.

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.

Krista Hamilton Smith is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the SSK Group. She has worked with Merrill since 2001 and possesses over 25 years of experience in the financial services industry. Krista's role involves assisting clients with college education planning, family wealth management strategies, personal retirement planning, socially responsible and ESG investing, as well as retirement income planning. She is committed to providing clients with attentive service and helping to develop financial solutions tailored to their short and long-term goals. Krista holds a Bachelor's degree in Applied Management from Trine University. She maintains Series 7 and Series 66 FINRA registrations, an Indiana Health and Life Insurance license, and holds the Personal Investment Advisor (PIA) designation. Beyond her professional duties, Krista is involved with several organizations including the American Red Cross, Indiana Audubon Society, The Nature Conservancy, The Trust for Public Land, and the Trine University Alumni association. A lifelong resident of Steuben County, Krista lives in Angola with her husband and three grown children. Her personal interests include biking, boating, camping, cooking, gardening, music, traveling, yoga, photography, and CrossFit.

Steven Scheibelhut is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Financial Network and Ladenburg Thalmann Asset Management. Scheibelhut is also associated with Reynolds Wealth Management, where he serves as a branch supervisor with a focus on compliance and client-facing activities. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing risk profiling and modeling tools to support client goals.

Timothy East is a financial advisor at Edward Jones in Fort Wayne, IN, holding a Series 66 designation with 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. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, supported by a nationwide network of more than 23,700 advisors.

David Watercutter is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at Charles Schwab & Co., Inc. and FSC Securities Corporation. Outside of his advisory role, he provides notary services through Watercutter Financial LLC. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, corporations, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing firm-provided asset-allocation tools and third-party money managers to construct portfolios across various asset classes.

Melissa Stout is a financial advisor with Merrill in Fort Wayne, Indiana, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has been with Merrill since 1980 and has worked at Bank of America since 2009. Outside of her advisory work, she is the sole owner of a revocable trust. 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, offering model-based and discretionary strategies for a range of individual and institutional clients.

Kirkland Johnson is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 35 years of experience in the financial services industry. Since joining Merrill in 1994, Kirk has focused on helping clients pursue financial lifestyles aligned with their personal goals by utilizing a goals-based Wealth Management process, global resources, and advanced web technology. He works primarily with high net worth clients, assisting them in identifying and prioritizing objectives such as estate planning, investments, tax minimization, wealth transfer, and retirement income. Kirk holds multiple FINRA registrations, including Series 7, Series 6, Series 65, and Series 63, as well as an Indiana health and life insurance license. He has earned the Chartered Retirement Planning Counselor (CRPC™) and Chartered Retirement Plans Specialist (CRPS™) designations from the College for Financial Planning Institutes Corp. He also holds both a bachelor's and master's degree from Indiana University. Kirk emphasizes collaboration with a Wealth Management Lending Officer from Bank of America, N.A. to provide personalized banking guidance that complements clients’ financial strategies. In addition to his professional pursuits, Kirk has contributed extensively to philanthropic boards at both local and national levels and is a long-term volunteer in the Fort Wayne community. He resides in Fort Wayne, Indiana, where he enjoys spending time with his family and four children.

Christopher Disler is a financial advisor with LPL Financial in Fort Wayne, IN, holding Series 63 and Series 66 credentials and 26 years of industry experience. He worked previously at Investment Centers of America for 11 years before joining LPL Financial in 2017. Outside of his advisory role, he is the sole owner of an inherited family farm. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.