Jacob Kirkpatrick is a financial advisor with Edward Jones in Fort Wayne, Indiana. He holds a Series 66 credential and has one year of experience at Edward Jones. Prior to joining Edward Jones, he worked for eight years at Vine Realty and operated Kirkpatrick Appraisal Services LLC for 21 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Andrew Stores is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Stores serves as secretary on the board of his local office condominium association. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, and third-party asset management, combining these with active sales of financial products and insurance through an affiliated agency.

Jennifer Radke is a financial advisor at Wells Fargo Advisors in Fort Wayne, Indiana, holding a Series 66 credential with 21 years of industry experience. Her career includes over a decade with Wells Fargo Clearing and Wells Fargo Advisors LLC prior to her current role. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning services, including retirement, education, and business-owner transition planning, using proprietary research and tools to develop client recommendations.

Brian Woolman is a financial advisor with Mass Mutual Investors Services in Fort Wayne, IN, holding a Series 66 designation and 16 years of industry experience. He has been with MassMutual Life Insurance Company and Mass Mutual Investors Services since 2014. In addition to his advisory work, Woolman serves as president of Legacy Value Advisors, LLC, where he consults with clients on business goals and manages organizational operations. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm delivers collaborative, annual financial planning using firm-approved software and offers programs including divorce planning, estate settlement, and employer-sponsored planning.

Steven Di Renzo is a Series 66-licensed financial advisor with UBS Financial Services in Fort Wayne, Indiana, having 21 years of industry experience and over 22 years at UBS. He holds leadership roles as president in two companies, The Energy Alternative and Modern Materials, Inc., and serves as a director of the Virgina Westrick Foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial plans and portfolio management.

Seth Marshall is a financial advisor at LPL Financial in Fort Wayne, IN, holding Series 63 and Series 65 licenses with nine years of industry experience. He worked at PNC Private Bank from 2015 to 2024 before joining LPL Financial. Outside of his advisory role, he is involved in a car rental and detailing business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, with both discretionary and non-discretionary management supported by in-house and third-party research.

Kyle Metzger is a financial advisor with J.P. Morgan Securities in Fort Wayne, IN, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

David Fortmeyer is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been affiliated with Wells Fargo in various capacities since 2009. Outside of his advisory role, he owns and operates DAVE FORTMEYER, LLC, an investment-related business. 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 solutions with other financial product offerings.

Amber Knapp is a financial advisor with Wells Fargo Advisors in Fort Wayne, IN, holding a Series 66 designation and nine years of industry experience. She has a history with Wells Fargo Clearing and Merrill, working in various roles since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo 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 specialized areas such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored client recommendations.

Matthew Middleton is a financial advisor with Cambridge Investment Research Advisors in Fort Wayne, IN. He holds Series 63 and Series 66 credentials and has 12 years of industry experience, including a decade at Lincoln Financial Advisors Corporation. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals using a variety of portfolio management strategies and custody platform arrangements.

Jason Quinn is a financial advisor at Ameriprise in Fort Wayne, IN, holding a Series 66 designation and with three years of industry experience. Prior to his current role, he worked at Delaware Insurance and Delaware Life Insurance, and earlier spent eight years at Starbucks Coffee Corporation. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kevin Rothgeb is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at PNC Bank NA for 13 years. He serves as Membership Director for the West Central Neighborhood Association in Fort Wayne, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Laura Miller is a Series 66-registered financial advisor with UBS Financial Services in Fort Wayne, IN, and has 25 years of industry experience. She has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including portfolio management, financial planning, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

David Raabe is a financial advisor at Stifel with 35 years of industry experience. He has worked at Stifel Nicolaus & Company, Inc. since 2014. Raabe serves as Chairman of the Board of Directors for the Gemmill Foundation, which awards scholarships to law students and undergraduates, and is a board member of the Marion Aero Club. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional investors, and charitable organizations. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Ali Farhoumand is a financial advisor at LPL Financial with 28 years of industry experience. He holds a Series 66 designation and has previously worked at Next Financial Group Inc for 11 years. Farhoumand also serves on the board of directors for the Waterside Woods Homeowners' Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Ron Carboni is a financial advisor with LPL Financial in Fort Wayne, IN, holding Series 63 and Series 65 designations and having nine years of industry experience. His prior work includes roles at NEXT Financial Group and New York Life Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by research and model portfolios.

Nicole Thrift Johnson is a financial advisor at Edward Jones in Huntington, Indiana, with 27 years of industry experience. She holds the CFP® and ChFC® designations and has been with Edward Jones for 25 years. Outside of her advisory work, she performs as a vocalist at various functions including weddings, churches, and funerals. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

David Groholski is a financial advisor with Edward Jones in Fort Wayne, IN, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is involved in purchasing and refurbishing single-family homes. 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 and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Allison De Stefano is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has six years of industry experience, including roles at Raymond James & Associates, Progressive Insurance, and Indiana Farm Bureau Insurance. She is also involved with Premier Planning Partners as a financial planner and advisor. LPL Enterprise serves a diverse clientele including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform combining adviser programs with active sales of financial products.

Mark Grieger is a financial advisor with LPL Financial in Fort Wayne, Indiana, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience, including 23 years at SPC and Sigma Financial Corporation prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and investment management services that include discretionary and non-discretionary options supported by research and model portfolios.