James Meert is a financial advisor with Apple Tree Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at American Equity Investment Corporation for ten years and has been involved with The Meert/Zoller Financial Group since 2002. Outside of his advisory roles, Meert serves on the Town Council Board in Hamilton, Michigan. Apple Tree Asset Management serves individuals, charities, corporations, and pension/profit-sharing plans, offering financial planning, discretionary portfolio management, retirement plan consulting, and tax preparation services. The firm emphasizes asset allocation and risk-based portfolio construction, conducting regular account reviews and sometimes co-managing accounts with third-party advisers.

Keith Layman is a financial advisor at Apple Tree Asset Management, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Concorde Asset Management and Concorde Investment Services prior to joining Apple Tree in 2021. Outside of advising, Layman serves on the board of elders and finance committee of Christ’s Church at Georgetown and is involved in several nonprofit and entrepreneurial activities, including fundraising for a Ugandan support initiative and ownership of a local café. Apple Tree Asset Management serves individuals, charities, corporations, and pension/profit-sharing plans, offering comprehensive financial planning and discretionary portfolio management with a focus on asset allocation and risk-based portfolio construction. The firm provides tax preparation and may co-manage accounts with third-party advisers while maintaining client relationships.

Nicolas Couch is a financial advisor at Apple Tree Asset Management, LLC in Fort Wayne, IN, holding a Series 65 designation with two years of industry experience. His prior work includes roles at AllState Insurance, East End Grill, and Bob Evans. Apple Tree Asset Management serves individuals, charities, corporations, and pension/profit-sharing plans, providing comprehensive financial planning, discretionary portfolio management, retirement plan consulting, and tax preparation services. The firm emphasizes asset allocation and risk-based portfolio construction, conducting regular account reviews and annual client meetings.

Joseph Wiegand is a financial advisor with Apple Tree Asset Management, LLC in Fort Wayne, IN, holding a Series 66 designation and 24 years of industry experience. He has worked at Concorde Investment Services and Concorde Asset Management from 2014 to 2021 and has been involved with Lifetime Financial Solutions since 2009. Outside of advisory work, he is engaged in tax and retirement planning through Apple Tree Financial Services, Inc. Apple Tree Asset Management serves individuals, charities, corporations, and pension/profit-sharing plans, providing comprehensive financial planning, discretionary portfolio management, and qualified retirement plan consulting. The firm emphasizes asset allocation and risk-based portfolio construction, with regular account reviews and may collaborate with third-party advisers while maintaining client relationships.

Douglas Buller is a financial advisor at Apple Tree Asset Management, LLC in Fort Wayne, IN, holding a Series 65 designation with four years of industry experience. Prior to his advisory role, he worked for over three decades at Warsaw Christian School. Apple Tree Asset Management serves individuals, charities, corporations, and pension plans, offering financial planning, discretionary portfolio management, retirement plan consulting, and tax preparation services. The firm emphasizes asset allocation and risk-based portfolio construction, with regular account reviews and the ability to co-manage accounts alongside third-party advisers.

Erin Mutton is a financial advisor at Pathway Financial Advisers, LLC with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Larson Financial Securities, Simcox Financial Services, and Raymond James Financial Services. Outside of her advisory role, Erin serves as a public notary, providing notary services to friends and family. Pathway Financial Advisers serves individuals, charitable organizations, and pension or profit-sharing plans by offering discretionary portfolio management, financial planning, and plan consulting. The firm manages approximately $443 million across 759 client relationships and uses a combination of fundamental and technical analysis within a documented investment policy framework.

David Tracey is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Pathway Financial Advisers, LLC. He previously worked at Primevest Financial and STAR Financial Bank. Outside of advising, he manages a real estate property that houses Pathway Financial Advisers and an accounting firm, dedicating a modest amount of time to this activity without compensation. Pathway Financial Advisers serves individuals, charitable organizations, and pension or profit-sharing plans by providing discretionary portfolio management, financial planning, and qualified/non-qualified plan consulting. The firm employs both fundamental and technical analysis in its investment approach and manages approximately $443 million across 759 client relationships.

Steven Post is a financial advisor with Pathway Financial Advisers, LLC in Auburn, Indiana, holding a Series 65 credential and over 13 years of industry experience. He has been with Pathway Financial Advisers since 2012 and has operated an accounting and tax professional practice through Pfister and Miller, Inc. since 1974. Additionally, he manages trust services as the trustee of Steven E. Post, LLC. Pathway Financial Advisers serves individuals, charitable organizations, and pension or profit-sharing plans by providing discretionary portfolio management, financial planning, and consulting services. The firm employs a documented investment policy, combines fundamental and technical analysis, and manages roughly $443 million across about 759 client relationships.

Gary Zoller is a financial advisor with Apple Tree Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Meert/Zoller Financial Group since 2002 and joined Apple Tree Asset Management in 2023. Outside of his advisory roles, he owns Auburn Image Center Inc. and Boswell-Zoller Inc., and serves on the boards of the Auburn Rotary Club and United Way of DeKalb County. Apple Tree Asset Management serves individuals, charities, corporations, and pension plans, offering comprehensive financial planning, discretionary portfolio management, and retirement plan consulting. The firm emphasizes asset allocation and risk-based portfolio construction, with regular portfolio reviews and may co-manage accounts with third-party advisers while maintaining client relationships.

Jordan Pfister is a financial advisor at Pathway Financial Advisers, LLC with four years of industry experience. He holds a Series 65 designation and has been with Pathway since 2021. Outside of his advisory role, Pfister is a 50% partner in an accounting and tax practice, Pfister and Miller, Inc., where he handles bookkeeping, accounting, and tax return preparation. Pathway Financial Advisers serves individuals, charitable organizations, and pension or profit-sharing plans, managing approximately $443 million across about 759 client relationships. The firm provides discretionary portfolio management, financial planning, and consulting, using both fundamental and technical analysis and maintaining documented Investment Policy Statements for clients.

Joel Grimm is a financial advisor at Pathway Financial Advisers, LLC with 12 years of industry experience. He holds the Series 65 designation and has been with Pathway Financial Advisers since 2013. Outside of his advisory role, he manages real estate properties through JG Legacy Properties LLC. Pathway Financial Advisers is a six-advisor firm serving individuals, charitable organizations, and pension or profit-sharing plans. The firm provides discretionary portfolio management, financial planning, and plan consulting, employing both fundamental and technical analysis with a documented Investment Policy Statement for each client.

Austin Miller is a financial advisor with Pathway Financial Advisers, LLC in Auburn, Indiana, holding a Series 65 designation and 11 years of industry experience. He has been with Pathway Financial Advisers since 2014 and concurrently serves as a 50% partner in Pfister & Miller Inc, an accounting and tax practice. Outside of financial advising, Miller is part owner of a grain farming business, Lace & Ace Farms, LLC. Pathway Financial Advisers serves individuals, charitable organizations, and pension or profit-sharing plans by providing discretionary portfolio management, financial planning, and plan consulting. The firm manages approximately $443 million across about 759 client relationships, employing both fundamental and technical analysis in its investment approach and offering services that include acting as an ERISA fiduciary when engaged.

Steven Van Wyngarden is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Profed Financial Advisors. He also operates as an insurance agent in non-variable insurance and is a partner in Capital Advisory Partners, LLC. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform using multiple custodians and third-party money managers.

Lucas Troutner is a financial advisor at United Planners Financial Services of America, a limited partner firm, holding a Series 66 designation with one year of industry experience. His prior work includes roles at ProFed Financial Advisors LLC and ProFed Federal Credit Union. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, providing financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors.

Cortney Kitchen is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and 32 years of industry experience. Her prior roles include positions at Redeemer Radio, Cetera Advisor Networks LLC, and Profed Financial Advisors. She is also an insurance agent specializing in non-variable insurance and a partner at Capital Advisory Partners, LLC. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Ryan Van Wyngarden is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. He has one year of industry experience and has worked at Capital Advisory Partners, LLC and as a self-employed advisor. His background also includes roles at EY and Indiana University. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering a range of financial planning, portfolio management, and brokerage solutions through an open-architecture platform.

Howard Arend is a CFP® and ChFC® with 26 years of industry experience. He is currently with Private Advisor Group, LLC and LPL Financial, LLC, having previously worked at Northwestern Mutual in various capacities from 1997 to 2022. Outside of his advisory work, he is involved with Inspired Ink, LLC, a non-investment-related business. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies and coordinating services through multiple custodians.

Ryan Frick is a financial advisor at Edward Jones with nine years of industry experience. He previously worked at Lincoln Financial Advisors and Lincoln Financial Group. His credentials include Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and affiliated investment products through a large network of financial advisors and branch offices.

Bradley Kiess is a financial advisor with Edward Jones in Fort Wayne, Indiana, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Matthew Guilford is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with LPL Financial since 2015. Guilford is also involved with Collins & Guilford Wealth Advisors, LLC, an investment-related business connected to his LPL practice. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, and institutions. The firm offers various delivery options, supported by an in-house research team that constructs model portfolios and provides both strategic and tactical investment solutions.

Michael Richardson is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Matthew Vincent is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Cetera and affiliated entities since 2015, including concurrent roles at First Merchants Bank. Cetera Investment Advisers serves a wide range of clients, including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to various third-party money managers and program structures.

Bryan Post is a financial advisor with Edward Jones, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as a board member for Holgate Local Schools in Holgate, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Philip Recker is a financial advisor with Edward Jones in Paulding, Ohio, holding a Series 63 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is involved in operating a family farm that cultivates corn, beans, and wheat. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.

Christopher Johnson is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and bringing 22 years of industry experience. He previously worked at FSC Securities Corporation for 19 years before joining Osaic in 2023. Outside of his advisory role, he serves on the board of directors of the Kiwanis Club of Paulding. Osaic Wealth, Inc. is a large SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and employs a technology-driven investment process incorporating risk tolerance assessments, asset allocation software, and portfolio optimization tools.

Michael Scheumann is a financial advisor with Edward Jones in Fort Wayne, IN, holding a Series 66 designation and one year of industry experience. He previously worked at MedPro Group and VonLehman & Company Inc. Michael also has work experience at Ball State University and several other companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 advisors and more than $1 trillion in assets under management.

Aridai Eubank is a financial advisor at LPL Financial with six years of industry experience. She holds the Series 66 designation and has previously worked at GTLencke Wealth Management, Harbour Investments, and Compass Financial. Eubank also serves as a notary public. LPL Financial provides advisory and brokerage services to a diverse range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that develops strategic and tactical portfolios.

Amanda Wheeler is a financial advisor with Cetera who holds a Series 66 designation and has 16 years of industry experience. She has worked with several firms, including Summit Financial Group and Baumgartner Financial Services, where she is also president and owner. Wheeler operates her own investment and retirement planning business. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of services including portfolio management, financial planning, fiduciary solutions, and access to third-party managers, combining retirement and fiduciary capabilities with a broad institutional platform.

Kirk Collins is a financial advisor with LPL Financial in Hicksville, OH, holding CFP® and ChFC® designations and 17 years of industry experience. He previously worked at Center for Wealth Planning Advisors, Inc. from 2015 to 2017. Outside of his advisory role, Collins is involved in selling long-term care insurance. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and accommodates a broad range of client needs through multiple delivery options and product offerings.

Thomas Flegal is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior work includes roles at Sagepoint Financial, Inc. and LPL Financial. Outside of advisory work, he is a partner in YARGER FLEGAL INC, a DBA focused on fixed insurance, and owns Thomas D Flegal LLC, a pass-through entity for earnings. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm combines risk-tolerance assessments with advanced asset-allocation and portfolio optimization tools, offering a wide range of investment options and programs through a large network of financial advisers.