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.

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 with nine years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at PNC Private Bank, J.P. Morgan Securities, and Waterstone Financial Group. Outside of his advisory role, he is involved in a car rental and detailing business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Kyle Metzger is a financial advisor with J.P. Morgan Securities in Fort Wayne, Indiana, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with J.P. Morgan Securities since 2014 and previously worked at PRUCO Securities, LLC from 2010 to 2014. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

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 in Fort Wayne, IN, holding a Series 66 designation with four 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, managing membership applications and payments. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a large network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, supported by affiliated mutual funds and additional services such as tax-efficient strategies and securities-based lending.

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 with LPL Financial in Fort Wayne, IN, holding a Series 66 designation and bringing 29 years of industry experience. His prior roles include long-term positions at One Resource Financial Consultants and Next Financial Group Inc. He also serves as a board member of the Waterside Woods Homeowners' Association, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, supporting its extensive network of over 22,800 advisors.

Ron Carboni is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at NEXT Financial Group and New York Life Insurance Company. Outside of his advisory role, he is involved as a non-variable insurance agent through an affiliated entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers diverse investment strategies and utilizes technology for research and operational support, managing over $819 billion in discretionary assets through a large network of advisors.

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 at LPL Enterprise with six years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James & Associates, Indiana Farm Bureau Insurance, and Prudential Insurance. De Stefano is also involved in entrepreneurial financial planning activities through Premier Planning Partners. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, insurance products, and affiliated trust and lending services.

Mark Grieger is a financial advisor with LPL Financial in Fort Wayne, IN, holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including prior roles at SPC, Sigma Financial Corporation, and Equitable Advisors. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with more than 22,800 advisors and over $819 billion in discretionary assets under management.

Sean Day is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked for Lincoln Financial for 11 years. Sean is based in Fort Wayne, IN. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized manager due diligence and an ESG eligibility framework.