Daniel Forrest Anderson

Matthew Sanchez is a CFP® professional with 12 years of industry experience. He currently serves as an advisor at TritonPoint Partners, LLC, and has previously worked at Vivaldi Capital Management LP, Biechele Royce Advisors, and TD Ameritrade. TritonPoint Partners, LLC provides investment management, financial planning, consulting, and retirement plan consulting to individuals, trusts, employee benefit plans, and businesses. The firm employs an asset-allocation driven investment process based on modern portfolio theory, combining public equity, fixed income, and private market alternatives to enhance risk-adjusted outcomes.

Garvis Owens is a financial advisor at IPI Wealth Management, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Hardwick Capital Management, LLC. Owens serves as a voting member on the Finance Committee and Golf Tournament Committee of the Greensburg Decatur County Chamber of Commerce. IPI Wealth Management, Inc. provides investment management, financial planning, and access to third-party asset managers and TAMP programs for individual, business, and retirement plan clients. The firm utilizes an open-architecture model with proprietary, risk-based portfolios and offers a variety of advisory and manager services, including ERISA 3(21) and 3(38) arrangements.

Colt Ryan is a financial advisor at Prime Capital Financial with 11 years of industry experience. He holds the CFP® designation along with Series 65 and Series 63 licenses. His prior roles include positions at Private Client Services, PCIA Wealth, and CFD Investments. Ryan serves on the finance committees of the Ripley County Community Foundation and the MMCH Foundation, and is involved with Main Street Economic Development in Batesville. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm employs a range of investment strategies and provides consolidated reporting and financial governance through its family office practice.

Rebecca Mc Lean is a financial advisor with The Huntington Investment Company in Batesville, IN, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. She previously worked at Fifth Third Securities from 2016 to 2022 before joining Huntington in 2022. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. Their investment approach includes multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and proprietary Private Bank offerings.

Jason Frey is a financial advisor at Money Concepts Capital Corp with 13 years of industry experience. He holds a Series 66 designation and is also the president and owner of Tri-County Financial, LLC, where he provides tax preparation and accounting services. Additionally, he owns Frey Finance LLC, an investment-related business. Money Concepts Advisory Service offers investment advisory, financial planning, and consulting services to a diverse client base that includes individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation approaches, utilizing third-party managers and platforms to provide both discretionary and non-discretionary portfolio management.

Loree Crowe is a financial advisor at Fifth Third Securities, Inc. with four years of industry experience. She holds Series 63 and Series 65 designations and has worked at Fifth Third Securities since 2021 and Fifth Third Bank since 2018. Outside of her advisory role, Crowe is involved in dog breeding. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers with advisor-managed options, featuring services such as direct indexing and a tax-overlay service.