Caleb Jones

Brian Kirschbaum is the principal advisor at Cherry Wealth Management LLC in Lebanon, Indiana. He holds a Series 65 designation and founded the firm in 2026. His prior work experience includes roles at Openlane, Aces Quality Management, and Aces Power Marketing. Outside of financial advising, he has worked as a sports official and referee since 2019. Cherry Wealth Management provides discretionary portfolio management, comprehensive financial planning, and wealth-management services to individuals, families, small business owners, and retirement investors, with a particular focus on families involved in travel sports. The firm uses a goals-based, long-term investment approach that incorporates fundamental and quantitative analysis, typically emphasizing low-cost passive funds with tactical overlays and tax-aware strategies.

Elaine Schamber is a CFP®-certified financial advisor with 25 years of industry experience. She is the principal of The Schamber Group, Inc., where she has worked since 2013, following a 16-year tenure at Cambridge Investment Research. Outside of her advisory role, she serves as a board member of the YMCA Foundation of Greater Lafayette and is a notary public. The Schamber Group, Inc. provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, corporations, and pension or profit-sharing plans. The firm’s investment approach is tailored to client objectives and risk tolerance, employing techniques such as asset allocation and technical analysis, with a focus on non-discretionary account management.

Daniel Suiter is a CFP® with 17 years of industry experience, currently serving as a financial advisor at The Schamber Group, Inc. in Lafayette, IN. He has worked at The Schamber Group since 2013 and previously held roles at Cambridge Investment Research Advisors, Inc. from 2009 to 2022. The Schamber Group, Inc. serves individuals, high-net-worth clients, corporations, and pension or profit-sharing plans, offering portfolio management, financial planning, and retirement plan consulting. The firm emphasizes tailored advice based on client objectives and risk tolerance, managing primarily non-discretionary accounts and utilizing techniques such as asset allocation and dollar-cost averaging.

Gayle Ross is a Series 65-licensed advisor at Fiat Wealth Management with four years of industry experience. She previously worked at Brookstone Wealth Advisors and operated Ross Financial Alliance and Ross Business Solutions, LLC. Ross also serves as a Sales/Business Solutions Specialist for LegalShield, providing voluntary employee benefits on a part-time basis. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets and serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs third-party model portfolios and sub-advisers, emphasizing tax-sensitive planning tools and offering services that include financial planning, discretionary portfolio management, pension consulting, and estate-planning access.

Jessica Bokhart is a CFP® professional with 11 years of industry experience and has been with Market Street Wealth Management Advisors, LLC since 2006. She serves as Treasurer for the Montgomery County Carnegie Museum, is on the Investment Committee for the Montgomery County Community Foundation, and holds leadership roles with the Women's Legacy Fund and Crawfordsville Electric Light & Power board. Market Street Wealth Management Advisors serves individual and institutional clients, including high-net-worth individuals, businesses, foundations, charitable organizations, and retirement plans. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, using a range of investment tools and third-party sub-advisors as part of its portfolio management approach.

Loyd Timmons is a financial advisor with Asset Management Strategies, Inc. in Frankfort, IN, holding a Series 66 designation and 15 years of industry experience. His prior work includes roles at Edward Jones, LPL Financial, and the Center for Wealth Planning. He operates a sole proprietorship, Timmons Financial Services, which involves annuity and health insurance business. Asset Management Strategies, Inc. provides financial planning and investment management services to a diverse client base, including individuals, pension plans, trusts, and institutional clients. The firm’s investment approach focuses on asset allocation with a trend-following framework, primarily using passive index funds and ETFs.