Ethan Haverty

William Bowers is the sole advisor at Bowers Capital Management in Georgetown, IN, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has led Bowers Capital Management since 2002. Bowers Capital Management serves individual investors, trusts, estates, and charitable organizations by providing discretionary asset management, ongoing investment advice, and limited financial planning. The firm employs a rules-based investment process that combines quantitative multi-factor models with fundamental, technical, and charting analysis, supplemented by margin and options strategies, focusing on long-term, diversified asset allocation.

Thomas Lockmund is a financial advisor with Silver Oak Securities, Incorporated, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Royal Alliance and National Planning Corporation, alongside operating his own firms, Thomas G. Lockmund, LLC and Lockmund Financial Group, where he is president. His business activities include marketing and sales of fixed annuities and securities through his LLC. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm offers customized portfolio management, unified managed accounts, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis.

Dan Wolfe is a financial advisor with Momentum Independent Network Inc. and holds Series 63 and Series 66 credentials. He has 26 years of industry experience and has been with SWS Financial Services since 2003. Outside of his advisory work, he serves as president of the Mt. Lebanon Haas Chapel Cemetery association, a nonprofit organization in Frenchtown, IN. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers advisory and brokerage services with a platform model that incorporates third-party managers and Envestnet for portfolio management, and it maintains integration with Hilltop affiliates for municipal bond strategies and cash management programs.

Brian Lahue is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Farther. He previously worked at Sweet Life Wealth Management and First Harrison Bank. Outside of his advisory role, Lahue is a board member of Harrison County Arts and coaches high school boys track and field at Corydon Central High School. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing bespoke allocations and algorithmic model portfolios with automatic rebalancing.

Dean Weerstra is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at LPL Financial and Ameriprise Financial Services. He has business interests related to tax and investment services through Weerstra and Associates LLC. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm utilizes a strategic asset allocation approach combined with fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Ryan Brace is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including long-term roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he serves on an advisory board for his church and is involved with MedPoint Student Loan Solutions, assisting clients with student loan refinancing. Park Avenue Securities LLC serves a broad retail client base with brokerage and advisory services, offering proprietary and third-party investment strategies, financial planning, and consulting. The firm manages approximately $15 billion in regulatory assets and supports a variety of investment programs and lending solutions.