Brock R Oxford

Donald Edwards is a CFA® charterholder with 27 years of industry experience, currently serving at Wabash Capital, Inc. since 1997. He is based in Terre Haute, IN, and is part of a four-advisor team. Wabash Capital provides discretionary investment management to a diverse client base including individuals, trusts, corporations, pensions, 401(k) plans, and foundations/endowments. The firm employs a top-down, fundamental research process to build risk-based, diversified portfolios with an emphasis on low turnover and tactical adjustments guided by market valuation metrics such as the cyclically-adjusted price-earnings (CAPE) ratio.

John Cristee is a financial advisor at Spyglass Investment Management in Terre Haute, IN, with 26 years of industry experience. He holds Series 63, 65, and 66 designations and has been with Spyglass since 2000. Spyglass Investment Management provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm employs an asset-allocation approach using a range of investment products and maintains a focus on municipal securities to serve tax-exempt clients.

Jon Beardsley is a financial advisor at Spyglass Investment Management in Terre Haute, IN, with 25 years of industry experience. He has been with Spyglass since 2000 and holds a Series 65 designation. Spyglass Investment Management provides personalized financial planning and portfolio management to individual clients, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm serves both high-net-worth and non-HNW clients, with an investment approach emphasizing asset allocation through no-load mutual funds, equities, fixed income, ETFs, and municipal securities.

Gene Griffin is a CFP® with 31 years of industry experience, currently serving as an advisor at Creative Financial Designs, Inc. in Terre Haute, IN. He has been with the firm since 2001 and also has a long tenure with Capital Planning Systems dating back to 1987. Outside of his advisory role, Griffin is chairman of the board for Shepherds of Griffin Bike Park, Inc., a nonprofit organization. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations and offers a range of strategies, including Biblical Responsible Investing, supported by research from major financial institutions.

Michael Hambrock is a financial advisor at &Partners with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors and Wells Fargo Clearing during his career. Outside of his advisory role, he teaches tennis at the Terre Haute Tennis and Pickleball Club. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management and financial planning services through both discretionary and non-discretionary approaches, utilizing a combination of proprietary and third-party strategies with ongoing monitoring and periodic reviews.

Logan Van Reed is a financial advisor with Empower Advisory Group holding Series 63 and Series 65 licenses and 11 years of industry experience. He has held previous roles at GWFS Equities, Inc., First Financial Bank, ADP Broker-Dealer, Inc., Fifth Third Securities, Inc., and Citigroup Global Markets. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates with Empower’s recordkeeping and administrative platforms.