Dana Harris Wiltsey Stallings

Grant Evans is a financial advisor with True North Wealth in Parker City, IN, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, Charles Schwab, and ALPS Company. Outside of finance, he owns Evans Basketball Academy, which provides basketball and fitness training and consulting. True North Wealth serves individual clients and employer-sponsored retirement plans, offering investment management, financial planning, retirement plan consulting as a 3(21) fiduciary, and educational seminars. The firm employs an investment approach based on asset allocation and modern portfolio theory, combining passive and active investment vehicles and outside managers, and is notable for providing pension consulting and public education services as a single-advisor independent firm.

Treavor Dodsworth is a CFP®-certified financial advisor with 10 years of industry experience. He is the principal of Sycomore Financial, an independent advisory firm based in Anderson, IN. In addition to his advisory work, he owns and operates Monthly Financial Coaching LLC, a financial coaching business. Prior to his current roles, he has worked at NorthWest Financial Services and held various positions including at Uber and Premier Accounting Services. Sycomore Financial provides investment advisory and financial planning services to individual clients, focusing on retirement planning, tax considerations, estate planning, and small-business planning. The firm emphasizes passive, diversified portfolios with factor tilts and manages accounts on a non-discretionary basis, offering clients ongoing comprehensive planning or project-based engagements.

John Grimaldi is the sole advisor at Grimaldi Investment Services, LLC in Yorktown, Indiana, with 34 years of industry experience. He holds a Series 63 designation and has worked at Sycamore Financial Group since 1989. Grimaldi Investment Services provides discretionary investment management to individual investors, trusts, estates, nonprofit corporations, and corporate accounts, as well as pension and profit-sharing plans. The firm uses an eclectic investment approach emphasizing value and contrarian styles, combining proprietary fundamental models and technical analysis to build individually managed portfolios.

Douglas Poling is the sole advisor at Poling Capital Management, LLC, an independent firm based in Yorktown, Indiana. He holds a Series 65 designation and has 24 years of industry experience, having led Poling Capital Management since its founding in 2001. Poling Capital Management provides fee-based portfolio and investment management services to individual and high net worth investors, retirement and charitable accounts, and trusts. The firm employs a long-term, risk-adjusted investment approach focused on traditional security analysis, minimizing turnover, and managing investments on a non-discretionary basis with client direction.

David Gilliam is a financial advisor at David P. Gilliam & Associates, Inc. in Muncie, IN, with 39 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 1994 before founding his own firm in 2016. His outside activities include operating his advisory business as a hybrid RIA and offering financial plans on an hourly basis. David P. Gilliam & Associates, Inc. provides financial planning and portfolio management primarily for individuals, including high-net-worth clients, as well as corporations, charities, and retirement plans. The firm combines custom discretionary strategies with third-party advisory programs through LPL Financial, employing technical analysis and allowing clients to impose written investment restrictions.

Samuel Campbell is a financial advisor at David P. Gilliam & Associates, Inc. with three years of industry experience. He holds the Series 66 designation and previously worked at Thrivent Financial and LPL Financial. He serves on the boards of the Martin Riverside Society and the Sigma Phi Epsilon Alumni Volunteer Corporation in Muncie, Indiana. David P. Gilliam & Associates provides financial planning and portfolio management primarily to individual and high-net-worth clients, as well as corporations, charities, and retirement plans. The firm combines advisor-directed management with LPL-sponsored model and algorithmic strategies, offering tailored portfolios reviewed monthly and rebalanced quarterly.