Drew Davis is a financial advisor at Brookstone Capital Management LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Millard Financial Group, Outdoor Concepts, and Fort Wayne Community Schools. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through its turnkey asset management platform and wrap-fee program.

Michael Ziembo is a Series 65-licensed financial advisor with Cetera Planning Partners in Fort Wayne, Indiana, bringing two years of industry experience. He has previously worked at Avantax Planning Partners and serves as a managing director at Baden, Gage & Schroeder, a large certified public accounting and business consulting firm in Indiana. Ziembo is also a board member of Erin's House for Grieving Children, a nonprofit organization supporting children through grief. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm employs a diversified investment approach aligned with clients’ objectives and risk tolerance and offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Jonathan Feola is a financial advisor with Empower Advisory Group in Ft Wayne, IN, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at GWFS Equities, Inc. since 2017 and T Rowe Price Investment Services, Inc. from 2010 to 2016. Empower Advisory Group provides financial planning and investment management services mainly to employer‑sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders, delivering integrated services linked to Empower’s recordkeeping and administrative platforms.

Todd Werling is a financial advisor at SPC with Series 63 and Series 65 licenses. He has been advising clients since 1999 through Werling Financial Group and joined Sigma Planning Corporation in 2026. He is based in Fort Wayne, Indiana. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network serving over 30,000 clients and offers tailored, discretionary investment advice delivered at the individual advisor level.

Daniel Palmer is a financial advisor at Creative Planning with 32 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Creative Planning, he held roles at Cetera Wealth Services, Commonwealth Financial Network, Rehmann Financial Network, and operated Palmer Retirement Consulting. He is also the managing director of SageView Advisory Group, overseeing retirement plan investment and fiduciary services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure while managing approximately $295.6 billion in client assets.

Joshua Robinson is a financial advisor at AE Wealth Management, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Pepsi MidAmerica, Dollar General, and Coca-Cola. Outside of AE Wealth Management, he is also involved in insurance sales and services through Runestad Financial Services. AE Wealth Management serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered investment approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

Andrew Minnich is a financial advisor with Commonwealth Financial Network in Fort Wayne, IN, holding a Series 66 credential and 20 years of industry experience. He has worked at Commonwealth Financial Network since 2008 and previously at Leman Financial Advisors, Inc. from 2008 to 2020. Minnich is also the owner of HLC Acquisitions, a private entity involved in securities, advisory, and insurance business activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Allison Siegel is a financial advisor with PNC Wealth Management in Fort Wayne, IN, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at various PNC entities and Fifth Third Securities since 2007. Outside of her advisory role, she is involved with Balance Quickbooks and Kimmel Fabrication Studios, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital discretionary model portfolio that uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Jackie Martin is a financial advisor with TLG Advisors, Inc. in Fort Wayne, IN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has previously worked at Midwood Financial, Fifth Third Securities, FIFTH THIRD BANK, and LPL Financial. Outside of her advisory role, she operates a sole proprietorship involved in reselling clothing and cosmetics. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm combines fundamental research and Modern Portfolio Theory in its portfolio construction and offers a direct-to-consumer program called Starlight Portfolios alongside traditional advisory and ERISA fiduciary services.

Ronald Neuenschwander is a financial advisor with TLG Advisors, Inc. in Fort Wayne, IN, holding Series 63 and Series 65 credentials and over 51 years of industry experience. His prior roles include positions at Wells Fargo Advisors, LLC and FSG, LLP, where he currently works as a wholesaler presenting insurance concepts to financial advisors. He serves as treasurer for the South Bay Condo Association, managing its budget and financial obligations. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios that utilizes fundamental analysis and Modern Portfolio Theory in its investment approach.

Jeffrey Presley is a financial advisor at Farther with 27 years of industry experience. He holds a Series 63 designation and has worked at several firms including Mountain Peak Wealth Advisors, LLC, Dickmeyer Boyce Financial Management, Inc., McDonald Capital Management, Inc., and Osaic FA, Inc. There are no additional noted outside activities. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a mix of exchange-traded funds, mutual funds, equities, and fixed income, supplemented by AI tools under internal review.

Chelsea Brown is a financial advisor with PNC Wealth Management in Fort Wayne, IN, holding CFP® and ChFC® designations and nine years of industry experience. Her prior roles include positions at NEXT Financial Group, Inheritance Financial Solutions, and New York Life Insurance. Outside of advising, she has experience as a landlord. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital model account available by employee invitation. The firm uses algorithm-driven risk assessments and implements portfolios via approved model strategies managed by PNC or third parties.

Benjamin Goodpaster is a financial advisor at Lincoln Investment in Fort Wayne, IN, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Marketshare Financial, Royal Alliance Associates, and Northwestern Mutual. Goodpaster is also a managing member and co-owner of Goodpaster Holdings LLC, a real estate holding company that currently holds no assets and has no plans for future business activity. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and model portfolios, employing both strategic and tactical investment approaches across discretionary and non-discretionary programs.

Susan Chipps is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 23 years of industry experience. Her career includes 11 years at J.P. Morgan Securities and roles at CX Institutional, LPL Financial, and Key Investment Services. She serves on the board and executive committee of the Fort Wayne Civic Theatre, overseeing financial matters and investment accounts for the nonprofit’s endowment. Key Investment Services LLC provides advisory services to individuals, trusts, estates, and businesses through wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and ongoing oversight, operating within the KeyCorp group with connections to affiliated banking and capital markets entities.

Kathleen Sparrow is a financial advisor at Valic Financial Advisors with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Nationwide Investment Services Corporation, Voya Financial Partners, and Lincoln Financial Advisors Corporation. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

Jason White is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 15 years of industry experience. His career includes roles at Shelton Financial Group, Comprehensive Asset Management & Servicing, USA Financial Securities Corporation, and Kestra Investment Services. Outside of his advisory work, he plays piano for the Norwell High School Show Choir Band and serves as a board member for the Churches of God General Conference Board of Pensions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, investment advice, and employee education, serving large investors such as sovereign wealth funds and supporting both discretionary and non-discretionary investment management.

Patrick Hoffman is a financial advisor at TLG Advisors, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Simplicity Investments, Lincoln Financial, Truist, Vanguard, Bank of America, Merrill, and Legg Mason. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, employing fundamental analysis and Modern Portfolio Theory in its investment approach.

Sydney Cale is a CFP® and Series 66-licensed advisor with nine years of industry experience. They have worked at Mariner Wealth Advisors since 2024, following seven years at SYM Financial Advisors and one year at Axa Advisors, LLC. Sydney volunteers teaching financial education at Junior Achievement of Northern Indiana and serves on the boards of First Fridays Fort Wayne and All for One Productions, as well as a trustee for Life Community Church. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax services, and family office capabilities through discretionary, customized portfolios supported by a combination of in-house research and third-party managers.

Neil Bryson is a financial advisor with Eagle Strategies (NY Life) based in Fort Wayne, IN. He holds the ChFC® designation and has 24 years of industry experience. Prior to his current role, he worked at Distinctive Financial Resources LLC for three years. Outside of his advisory duties, he serves as a board member of the Northeast Indiana Passenger Rail Association and is vice president of the Heart of Jesus Home For The Dying. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Nathan De Vaux is a financial advisor with Kestra Advisory holding CFP®, Series 63, 65, and 66 designations and four years of industry experience. His prior roles include positions at Kingdom Collective and Crossview Church. He is also involved with The Shelton Financial Group, where he provides financial planning and investment services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including fiduciary consulting and plan-level investment advice. The firm serves large institutional investors and provides access to multiple management platforms and complex investment solutions.