Alan Skillern

Gregory Whicker is a CFP®, CFA®, and PFS™ with six years of industry experience. He is the sole advisor at Whicker Wealth Management, LLC, an independent firm he founded in 2026. Prior to establishing his practice, he worked at LJI Wealth Management, Denali Wealth Management Advisors, and BGBC Partners. His background includes formal graduate accounting education and experience as a tax manager at an accounting firm. Whicker Wealth Management provides discretionary investment management and comprehensive financial planning primarily to individuals and high-net-worth clients. The firm emphasizes asset-allocation driven portfolios using Modern Portfolio Theory and passive instruments, integrating ongoing financial planning into client relationships with regular portfolio supervision.

Ginger Scott is a financial advisor at Wabash Capital, Inc. with 26 years of industry experience. She holds a Series 65 designation and has been with Wabash Capital since 1999. Wabash Capital provides discretionary investment management to individuals, trusts, corporations, pensions, 401(k) plans, and foundations/endowments. The firm employs a top-down, fundamental research process to build diversified, risk-based portfolios with an emphasis on low turnover and tactical shifts guided by market valuation metrics.

Donald Florence is a financial advisor at Quartz Partners Investment Management with eight years of industry experience. He holds a Series 65 designation and has previously worked with Kalos Management Inc and EDU Wealth Advisors LLC. Florence is also president of Florence Wealth LLC, where he is involved in investment-related insurance sales. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries, providing model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm’s investment approach combines top-down macro analysis with bottom-up stock selection and is supported by ongoing portfolio monitoring and rebalancing.

John Dowell is a financial advisor with First Heartland Consultants, Inc. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining First Heartland Capital Inc. in 2022, he worked at Edward Jones from 2015 to 2022. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions delivered through a network of independent investment adviser representatives.

Heather Mc Ghee is a Series 66-licensed financial advisor with Modern Wealth Management, LLC, based in Clayton, IN. She has 2 years of experience at Modern Wealth Management and previously worked for 11 years at Edward Jones. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services such as discretionary investment management, tax and estate planning, and ERISA plan services.

Vernon Stewart is a financial advisor with J. W. Cole Advisors, Inc. He holds Series 63, 65, and 66 credentials and has 41 years of industry experience. His prior roles include positions at National Planning Corporation and Advantage Investment Management LLC. Outside of his advisory work, he is involved with Ernst & Roth, providing cost segregation study services to commercial real estate owners. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on both discretionary and non-discretionary bases.