David Michael Lehman

Eric Ball is a CFA® charterholder with 27 years of industry experience. He is affiliated with America First Investment Advisors LLC in Middlebury, IN, where he has worked since 1997. America First Investment Advisors provides discretionary portfolio management and financial planning services to individuals, employee benefit plans, trusts, estates, and charitable organizations. The firm follows a value-oriented equity process emphasizing balance sheet strength, cash flow, and management capital allocation, typically holding 15–25 equity positions when fully invested.

Vincent Vantassel is a financial advisor at United Advisors America with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Alliance America Corporation and United Advisors America Corporation since 2009. Outside of his advisory role, he is an insurance agent for Alliance America Corporation, a life and health insurance agency in Florida. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans. The firm employs a Modern Portfolio Theory-based approach using customized asset allocations and model portfolios, with a focus on mutual funds, ETFs, and occasionally digital currency products.

Dennis Blyly is a CFA® charterholder with 25 years of industry experience. He has been with Timucúan Asset Management Inc. since 2011 and also leads Blyly Asset Management, LLC, which he founded in 2010. Timucúan Asset Management provides discretionary investment management to high-net-worth individuals, family offices, pension and institutional clients, and manages a longstanding private investment fund. The firm focuses on fundamental, business-oriented value investing with concentrated portfolios and multi-year holding periods, combining separate-account management with private fund advisory and performance-based compensation structures.

Chad Keim is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His prior roles include positions at Cetera, Summit Financial Group, Raymond James Financial Services, and Sturgis Bank & Trust, where he worked for over two decades. Keim serves as president of Keim Financial Group, LLC and holds a board treasurer position with Branch County Bloom. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, and investment solutions, serving clients such as plan sponsors and sovereign wealth funds.

Ashley King is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has worked at Kestra Investment Services, Cetera, Keim Financial Group, Raymond James Financial Services, and Sturgis Bank & Trust. Outside of her advisory role, she is also a notary. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a wide range of clients, including large institutional investors and sovereign wealth funds.

Donald Kuhn is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Transamerica since 2012 and also serves as president and shareholder of Kuhn Tax Advisors, Inc., a tax planning and preparation firm. Outside of advisory work, Kuhn has volunteered with the Berne Volunteer Fire Department for over 20 years. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.