David Workman

Sue Allbaugh is a financial advisor with PNC Wealth Management in Logansport, Indiana, holding a Series 66 designation and 19 years of industry experience. She has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio strategy pilot designed for employees with existing PNC Bank online credentials. The firm uses algorithm-driven model selection and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Robert Kretz is a financial advisor at PNC Wealth Management with 26 years of industry experience. He has been with PNC Investments LLC since 2009 and holds a Series 66 designation. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses approved model strategies managed by PNC or third-party strategists and employs an algorithmic questionnaire to recommend investment risk bands.

Erin Campbell is a Series 66 licensed financial advisor with 18 years of industry experience. She has been with PNC Wealth Management since 2009. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an invitation-only employee pilot that uses algorithmic risk assessment and applies approved model strategies managed by PNC or third-party strategists.

Wendy Orpurt is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. She is based in Logansport, IN, and holds Series 63 and Series 66 licenses. Outside of her advisory role, she is involved with the Cass County Carousel Board. Edward Jones is a full-service wealth management firm with over 23,000 advisors serving more than four million clients, ranging from individual households to institutional entities. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Matthew Jennings is a financial advisor with LPL Financial in Logansport, Indiana. He holds a Series 66 designation and has four years of industry experience. Prior to joining LPL Financial in 2021, he worked at Security Federal Savings Bank and held roles in retail and education. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a broad platform of investment options.

Amanda Hedrick is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. She holds the Series 66 designation and is based in Logansport, IN. Outside of her advisory role, she has an interest in property management through renting a second home. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a broad range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as its integrated capabilities beyond traditional advisory services.