Cameron Brummett

Jason White is the principal advisor at Dynamic Legacy Planning in Greenfield, IN, holding Series 63 and Series 65 licenses with seven years of industry experience. He also owns and practices at Dickmann Reason Bogigian & White, where he provides estate planning and elder law services. Dynamic Legacy Planning serves individual and high-net-worth clients, offering discretionary and non-discretionary asset management alongside comprehensive and project-based financial planning. The firm customizes investment strategies based on client objectives, time horizons, and risk tolerance, incorporating fundamental and technical analysis with a variety of investment approaches.

Keely Butrum is a financial advisor with Lion Quest LLC in Greenfield, IN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her prior roles include positions at Raymond James & Associates and Hancock County Government. Outside of finance, she is a co-owner of Elegance Outdoor, a landscaping business. Lion Quest LLC provides portfolio management and financial planning primarily to individuals and high-net-worth clients, as well as corporations and charitable organizations. The firm employs a multi-method investment approach and offers tailored programs with regular account reviews and reporting.

Robert Caird is a CFP® and Series 66 credentialed advisor with two years of industry experience. He is the principal of Caird Family Wealth Management, an independent advisory firm based in Greenfield, IN. Prior to founding his current firm, he spent nine years at GBC Wealth Management. Caird Family Wealth Management is a fee-only, independent firm providing wealth management and written financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers comprehensive planning services and acts as a discretionary portfolio manager, integrating modern portfolio theory with fundamental and technical analysis through a combination of passive and active investment strategies.

Linda Zimmermann is a CFP® professional with 19 years of experience, operating Linda Zimmermann Financial Planning and Counseling in Greenfield, IN as a sole practitioner since 1985. In addition to her financial advisory work, she manages a 465-acre farm in Illinois, dedicating part of her time to farm-related responsibilities. Her firm provides financial planning and discretionary investment management services to individuals, couples, and trusts, focusing on retirement income planning, education funding, debt reduction, and budgeting. The practice is noted for its hourly billing combined with discretionary management and uses personalized asset-allocation models with a preference for no-load mutual funds in smaller accounts.

Bradley Herndon is a CFA® charterholder and principal of Herndon Investment Management, LLC in Greenfield, IN, with 4 years of advisory experience and over 20 years at GBC Banking Company. He leads the firm as its sole advisor. Herndon Investment Management provides discretionary investment management and portfolio construction services to individuals, estates, trusts, charitable organizations, and endowments. The firm combines fundamental, valuation, and technical analysis to guide asset allocation and security selection, focusing on long-term returns and risk management.

Gregory Brewer is a financial advisor at Cornerstone Advisory, LLC with 22 years of industry experience. He holds the Series 66 designation and has been with Cornerstone Financial Services since 2011. Outside of his advisory role, he serves as a member of the McCordsville Indiana Town Council, where he participates in local governance and zoning decisions. Cornerstone Advisory serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs a combination of fundamental and technical analysis along with asset allocation and Modern Portfolio Theory to construct portfolios, primarily managing assets on a non-discretionary basis while offering both discretionary and non-discretionary investment management.