Andrew James Fallwell

Yu Zhou is a CFA® charterholder based in Newburgh, Indiana, with six years of industry experience. He has held a long-term role at Mead Johnson Nutrition since 2008. ZYC Investment LLC provides portfolio management, financial planning, and retirement plan and employee benefit consulting services. The firm serves both individual and institutional clients, combining pension consulting with wealth management and employs a multi-disciplinary investment process overseen by an investment committee.

Justin Naab is the principal of Summit Investments, Inc. in Newburgh, Indiana, holding a Series 65 credential and bringing 28 years of industry experience. He has been with Summit Investments since 1996. Summit Investments, Inc. provides customized investment management services primarily to individual clients, managing approximately $6.55 million on a discretionary basis. The firm’s investment approach is long-term, focusing on risk-adjusted returns tailored to client objectives using fundamental analysis, with assets invested in domestic and international stocks, bonds, mutual funds, and ETFs.

Matthew Engbring is a financial advisor at Porter Avenue Capital Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Porter Avenue Capital Management since 2013. Porter Avenue Capital Management provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm uses a combination of charting, fundamental and technical analysis, and employs a range of strategies from long-term investing to short-term trading, including short sales, margin transactions, and options writing.

Victor Aydt is the sole advisor at Aydt Investment Management, Inc. in Evansville, IN, holding the CFP® designation with 27 years of industry experience. He has operated both his investment management firm and a tax and accounting CPA practice since 1997. His tax and accounting practice involves tax planning and return preparation. Aydt Investment Management provides investment supervisory services and financial planning to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs an asset-allocation approach using exchange-traded funds, no-load mutual funds, and other publicly traded securities, offering separate financial planning engagements as requested.

Erik Goodge is a CFP® with 10 years of industry experience. He is the owner of uVest Advisory Group, LLC, where he has worked since 2018. His prior experience includes roles at Origin Financial and Endress Capital Management, as well as a position at the University of Evansville. uVest Advisory Group provides financial planning and portfolio management to individuals, high-net-worth clients, small businesses, and retirement plan sponsors. The firm emphasizes passive, long-term portfolio construction using diversified ETFs and individual stocks, and offers services such as educational workshops, retirement-plan services, and specialized advice including divorce planning and business consultation.

Stephen Keck is a CFA® charterholder with 17 years of industry experience. He is the sole advisor at Mulberry Capital Management, where he has worked since 2014. Prior to that, he spent five years at Signal Capital Management. He is involved in the Downtown Evansville Kiwanis Club, a community service organization. Mulberry Capital Management provides investment advisory services to individuals, banks and thrift institutions, charitable organizations, and other advisers. The firm employs a combination of fundamental, technical, cyclical analysis, and modern portfolio theory, offering portfolio management, written Investment Policy Statements, and third-party manager selection, with a notable focus on charitable organizations and subadviser arrangements.