Donald Edgar Bates Jr.

Donald House Jr. is a financial advisor with Spectrum Advisors Financial, LLC in Richmond, Indiana, holding a Series 65 credential and 16 years of industry experience. He has worked with Spectrum Advisors Financial since 2009 and SimpliFinancial LLC since 2018. Outside of his advisory work, Mr. House is involved in insurance services through his ownership of Secure Asset Financial Enterprises and SimpliFinancial LLC, and he also offers the sale of gold as a minor business activity. Spectrum Advisors Financial provides financial planning and advisory services to a range of clients including pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and individuals. The firm delivers written financial plans and periodic reviews while placing client assets with third-party money managers, without accepting discretionary trading authority or custody of client assets.

Matthew Golliher is a financial advisor at Vista Investment Partners with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cantella & Co., Inc., U.S. Bancorp Investments, and Cetera Investment Advisors. Outside of his advisory role, he is involved as a bitcoin consultant and is a partner in entities focused on bitcoin wealth management. Vista Investment Partners serves individuals, retirement and profit-sharing plans, corporations, trusts, estates, and charitable organizations, typically working with clients who meet its investable-asset threshold. The firm provides financial planning and portfolio management, emphasizing asset allocation and manager selection through various proprietary strategies, including the use of bitcoin as a long-term holding or target allocation.

Brett Guiley is a CFP® with 25 years of industry experience, currently serving as an advisor at Vista Investment Partners. His career includes roles at Raymond James & Associates, Cantella & Co., and Level Four Financial. He is involved in several nonprofit organizations, including serving as board president of the Triangle Therapy Association, which supports scholarships for disabled children. Vista Investment Partners serves individuals, retirement and profit-sharing plans, corporations, trusts, estates, and charitable organizations, focusing on clients who meet its investable-asset threshold. The firm offers financial planning and portfolio management using asset allocation, manager selection, and proprietary strategies that include growth, income, balanced, and market-rotation approaches, with capabilities in bitcoin trading and custody.

Sarah Peacock is a financial advisor with Vista Investment Partners in Richmond, Indiana, holding a Series 66 designation and nine years of industry experience. Her career includes roles at Vista Investment Partners, Level Four Financial, Cantella & Co., Inc., and Raymond James & Associates. She is a minority owner and participates in administrative and bookkeeping functions for affiliated entities, including Orange Horizon Wealth, LLC and BTC Advisor, LLC. Vista Investment Partners serves individuals, retirement and profit-sharing plans, corporations, trusts, estates, and charitable organizations, typically working with clients who meet its investable-asset threshold. The firm provides financial planning and portfolio management, emphasizing asset allocation and manager selection through proprietary strategies and advanced analytical methods, including the use of covered-call overlays and bitcoin within client portfolios.

William Harmon is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Vista Investment Partners. His prior roles include positions at Level Four Financial, Personal Capital Advisors Corporation, and The Vanguard Group. He serves on the board of directors for the United Way of Whitewater Valley and participates on the finance committee and board of Girls Inc., providing mentoring and support to girls in grades K-10. Vista Investment Partners serves individuals, retirement and profit-sharing plans, corporations, trusts, estates, and charitable organizations, typically working with clients who meet its investable-asset threshold. The firm provides financial planning and both discretionary and non-discretionary portfolio management, using asset allocation and manager selection strategies that incorporate proprietary approaches and may include covered-call overlays and bitcoin holdings.

Stasia Veramallay is a financial advisor at Vista Investment Partners with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Cantella & Co., Inc. and J.P. Morgan Securities LLC. Outside of her advisory role, she is involved in multiple community and nonprofit organizations, serving as a troop leader for the Girl Scouts and holding board positions with local educational, philanthropic, and civic groups. Vista Investment Partners serves individuals, retirement and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides financial planning and portfolio management, emphasizing asset allocation and manager selection through a variety of proprietary strategies and investment vehicles, including the use of bitcoin and covered-call overlays.