Allison J Zech

David Brooks is a financial advisor at Brooks Investment Advisory Service in Seymour, Indiana, holding a Series 65 designation with 21 years of industry experience. He has worked at Irwin Union Bank and Trust since 1991. Brooks Investment Advisory Service provides continuous investment and portfolio management services to individuals, banks, thrift institutions, and trusts or estates, managing approximately $20.6 million in discretionary assets. The firm employs a buy-and-hold strategy with investment decisions made on a discretionary basis using both fundamental and technical analysis.

Benjamin Kuhlman is a CFP® and holds a Series 66 license with one year of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc., and has prior experience at Cummins and Purdue University. Outside of his advisory role, he is associated with Forman Investment Services, a support company in Columbus, IN. Valentine Wealth Management serves individual clients, including high-net-worth households, and corporate plan sponsors by offering investment management, financial planning, and retirement plan consulting. The firm follows a fiduciary, goal-based process with an emphasis on asset allocation and passive investment strategies, alongside educational seminars and limited-scope ERISA 3(21) retirement plan services.

Trina Hanner is a CFP® with 23 years of industry experience, currently serving as the sole advisor at Salt Light Investing for the Good. Her prior roles include positions at OneAscent Financial Services LLC and Beacon Wealth Consultants, Inc. She also serves on the Investment Advisory Committee for the Rocky Mountain District Church of the Nazarene. Salt Light Investing for the Good provides portfolio management and financial planning services with an emphasis on strategic asset allocation, long-term investing, and values-based portfolio screening. The firm integrates insurance solutions and offers both discretionary and non-discretionary management options.

At Valentine Wealth Management, we provide comprehensive financial planning and investment management for professionals, business owners, and retirees who want clarity and confidence with their money. As an independent, fee-only fiduciary financial advisor, our advice is designed to serve your best interests, not sell products. Whether you're planning for retirement, managing equity compensation, or navigating major financial decisions, we help you build a strategy that aligns your wealth with your life goals. Working with the right financial advisor can simplify your financial life and build a clear path toward financial independence. Schedule a complimentary discovery meeting to discuss your goals and see if working with a CFP® professional makes sense.

Ryan Benter is a financial advisor at SPC with Series 63 and Series 65 licenses and three years of industry experience. He has worked at Prosperity Financial and Parkland Securities and has a background that includes agricultural and outdoor service businesses. Outside of advising, he is involved in dairy cattle breeding and showing, coaches youth football, and serves as a judge for 4-H and county dairy shows. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a broad network of advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services with a service model that includes discretionary and nondiscretionary arrangements and maintains affiliations with broker-dealers and insurance agencies.

Stephen Boggs is a financial advisor at Robert Baird & Co. with 33 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for J.J.B. Hilliard, W.L. Lyons, Inc. for 26 years before joining Robert Baird in 2019. Outside of his advisory role, he is a board member and serves on the investment and finance committee of the Southwest Indiana Church of the Nazarene. Robert Baird & Co.’s DDK Group, where Boggs is based, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The team offers a range of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded strategies along with internal research and tools to guide client advice.