Russell Couchman is an advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and based in Fort Wayne, IN. He has been with the Bankers Life organization since 2019, including roles at Bankers Life & Casualty, Inc., Bankers Life Securities, Inc., and Bankers Life Advisory Services, Inc. His prior experience includes three years at Sprint Wireless. Couchman is also a licensed insurance agent appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to develop customized asset allocations and manages portfolios across a range of securities with periodic rebalancing and performance reviews.

Kevin Davidson is a financial advisor with Eagle Strategies (New York Life) based in Fort Wayne, Indiana, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He is owner and partner of multiple affiliated entities, including Davidson Wealth Group, LLC and Eagle Wealth Partners LLC d/b/a Lifetime Wealth Partners, through which he sells New York Life products and brokers non-registered insurance products. He is also a shareholder in NYLARC Holding Company, Inc., involved in reinsurance activities. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Austin Presley is a financial advisor at Farther with one year of industry experience. He holds a Series 65 designation and has prior work experience at Mountain Peak Wealth Advisors, LLC, Ford Meter Box, and Steel Dynamics, Inc. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm applies a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, individual equities, and fixed income.

Frederick Childs is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he spent six years at Huntington University. In addition to advisory work, Childs is an insurance agent with Bankers Life & Casualty, where he evaluates clients’ health, Medicare, and life insurance needs. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to create customized asset allocations aligned with clients’ goals and risk tolerances.

Matthew Ramer is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 13 years of industry experience. He has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering. This program uses algorithm-driven model strategies with discretionary portfolio management, primarily serving PNC employees through an invitation-only pilot.

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.

Richard Runestad is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at CoreCap Advisors and Financial Partners Federal Credit Union, and he has operated Runestad Financial since 2000, where he serves as president and is involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and plan services, supporting a large client load across its 435 advisors.

Matthew James is a financial advisor with Commonwealth Financial Network in Fort Wayne, IN, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at Commonwealth since 2008 and was previously with James & Minnich Financial from 2008 to 2020 and Momentum Wealth since 2020. Outside of his advisory role, he is president and owner of James Wealth Advisory Group, Inc., a private entity involved in branch accounting and tax preparation. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, and compliance, while offering advisors discretion to construct client portfolios from diverse securities and insurance products.

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.

Matthew Troutner is a financial advisor with United Planners Financial Services of America and holds a Series 63 designation. He has 37 years of industry experience, including prior roles at Cetera Advisor Networks LLC and long-term involvement with S & M Associates, LLC, and ProFed Financial Advisors, LLC. He serves as a notary and is a board member of the Stellhorn Professional Village Owners Association. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients through independent Investment Adviser Representatives, employing a mix of custodians and third-party managers to implement client-directed strategies.

Brian Dixon is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. His prior work includes over a decade at Lincoln Financial Advisors and Lincoln Financial Securities Corporation. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of advisory and managed account services supported by a comprehensive due-diligence process and multiple custodial and platform partners.

Braden Hoffman is a financial advisor at Empower Advisory Group with Series 63 and Series 65 registrations and two years of industry experience. He has held roles at several firms, including J.P. Morgan Securities and Lincoln Financial Group. Outside of finance, he co-owns Hoffman Financial Group LLC, a business focused on childhood education and special needs advocacy, where he develops educational materials about neurodiversity for children. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s administrative platforms. The firm’s approach emphasizes long-term portfolio returns and savings rates through point-in-time financial plans and optional managed account solutions.

Ronald Covington is a financial advisor with Lincoln Investment in Fort Wayne, IN, holding a Series 63 designation and over 41 years of industry experience. He worked at Legend Equities Corporation for seven years before joining Lincoln Investment in 2017. Outside of his advisory role, he serves as a voting board member of his local homeowners association, is on the board of a faith-based camp and retreat center, and volunteers with a local homeless shelter. Lincoln Investment provides financial planning and retirement plan advice to individuals, charitable organizations, businesses, and employer-sponsored plans, with a focus on educators and 403(b)/457(b) participants. The firm employs a mix of strategic and tactical investment approaches and offers both discretionary and non-discretionary programs.

Daniel Schroeder is a financial advisor with Bankers Life Advisory Services, Inc. in Fort Wayne, IN, holding Series 63 and Series 66 designations and 11 years of industry experience. He has been affiliated with various entities under Bankers Life since 2009, including roles in advisory services and securities. In addition to his advisory work, Schroeder is an insurance agent providing insurance product sales and servicing, including equity-indexed annuities. Bankers Life Advisory Services, Inc. offers discretionary portfolio management, investment consulting, and retirement plan consulting primarily for mass-affluent and high-net-worth individuals. The firm’s investment process focuses on customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis for security selection and portfolio management.

Brent Boersma is a financial advisor with Bankers Life Advisory Services, Inc. in Fort Wayne, IN, holding Series 63 and Series 65 credentials and having seven years of industry experience. He has been with Bankers Life Advisory Services since 2022 and has an extensive background at affiliated firms dating back to 2008. Outside of advisory work, he manages a team of agents in health and life insurance sales, including Medicare Supplement and annuity products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Nathan Barger is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Corecap Advisors and Lincoln Financial Distributors. Outside of advisory work, he is involved in farming activities through R & C Farms. AE Wealth Management serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-based approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

Danny Lai is a financial advisor at Bankers Life Advisory Services, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 registrations and has been with the Bankers Life organization since 2016. Lai also serves as President of Danny Lai Financial Services, an insurance and financial services entity aligned with Bankers Life products, and is co-trustee of a family irrevocable trust. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm combines fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across various securities to meet client goals and risk tolerances.

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.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Andrew Schnipke is a financial advisor with Mass Mutual Investors Services in Fort Wayne, IN, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2002. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.