Cheryl Mcavoy

Patrick Andrews is a CFP® with four years of experience in financial advising at WWA Planning & Investments. Before joining WWA Planning & Investments in 2021, he worked at Cummins, Inc for eight years. WWA Planning & Investments is a fee-only advisory firm serving individuals, including high-net-worth clients, retirement plans, and charitable organizations. The firm uses an evidence-based planning process integrated with portfolio management and offers services such as ESG screening, retirement readiness appraisals, and community educational seminars.

Jimmy Kemp is a financial advisor with McAvoy Kemp Wealth Management, LLC in Columbus, Indiana, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with McAvoy Kemp Wealth Management since 2007 and has been associated with Cambridge Investment Research, Inc. since 2001. Outside of advising, he is involved in local politics as a board member of the Brown County County Council and holds various roles within the Brown County Republican Party. McAvoy Kemp Wealth Management provides financial planning and portfolio management services to individual and high-net-worth clients, pension and profit-sharing plans, and trusts. The firm emphasizes individualized financial planning and asset allocation, managing accounts primarily on a discretionary basis with portfolios that commonly include mutual funds and ETFs.

John Eisenbarth is a financial advisor at Gladstone Wealth Partners with 27 years of industry experience. He holds a Series 63 designation and has worked at Gladstone Wealth Partners since 2021, as well as at Kessler Investment Group since 2010. Gladstone Wealth Partners is an enterprise firm with 107 advisors, serving clients through institutional advisory services and asset management.

Craig Kessler is a financial advisor with Kessler Investment Group, LLC in Columbus, Indiana, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has worked at Gladstone Wealth Partners since 2020 while maintaining his role at Kessler Investment Group since 2009. Outside of advisory services, Kessler is president and sole owner of Kessler Property Group, LLC, which manages real estate holdings including the firm’s office. Kessler Investment Group provides discretionary portfolio management and financial planning to a diverse client base including individuals, ERISA plans, trusts, charitable organizations, and insurance companies. The firm employs an Active vs. Passive approach, blending passive allocations with sector-focused active management, and serves as a sub-adviser and program participant for third-party firms.

Jalene Hahn is a CFP® professional with 21 years of experience in financial advising, currently working at WWA Planning & Investments since 2015. She holds a Series 65 license and is based in Columbus, Indiana. Outside of her advisory role, she serves as a registration agent for a dormant LLC in an unpaid capacity. WWA Planning & Investments is a fee-only advisory firm that serves individuals, including high-net-worth clients, as well as retirement plans and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and educational workshops, with an evidence-based planning process integrated with portfolio management and optional ESG screening.

Matthew Rust is a financial advisor at Kessler Investment Group, LLC in Columbus, IN, holding a Series 65 designation with seven years of industry experience. He worked at Kessler Investment Group from 2014 to 2020 and rejoined the firm in 2024. Between these periods, he was employed at Century 21/Breeden Realtors from 2020 to 2024. Kessler Investment Group provides discretionary portfolio management and financial planning to a diverse client base, including individuals, ERISA retirement plans, trusts, and charitable organizations. The firm employs an Active vs. Passive investment approach that combines passive allocations with sector-focused active management and serves both retail and institutional clients.