Garrett Segraves

Treavor Dodsworth is a CFP®-certified financial advisor with 10 years of industry experience. He is the principal of Sycomore Financial, an independent advisory firm based in Anderson, IN. In addition to his advisory work, he owns and operates Monthly Financial Coaching LLC, a financial coaching business. Prior to his current roles, he has worked at NorthWest Financial Services and held various positions including at Uber and Premier Accounting Services. Sycomore Financial provides investment advisory and financial planning services to individual clients, focusing on retirement planning, tax considerations, estate planning, and small-business planning. The firm emphasizes passive, diversified portfolios with factor tilts and manages accounts on a non-discretionary basis, offering clients ongoing comprehensive planning or project-based engagements.

John Grimaldi is the sole advisor at Grimaldi Investment Services, LLC in Yorktown, Indiana, with 34 years of industry experience. He holds a Series 63 designation and has worked at Sycamore Financial Group since 1989. Grimaldi Investment Services provides discretionary investment management to individual investors, trusts, estates, nonprofit corporations, and corporate accounts, as well as pension and profit-sharing plans. The firm uses an eclectic investment approach emphasizing value and contrarian styles, combining proprietary fundamental models and technical analysis to build individually managed portfolios.

Douglas Poling is the sole advisor at Poling Capital Management, LLC, an independent firm based in Yorktown, Indiana. He holds a Series 65 designation and has 24 years of industry experience, having led Poling Capital Management since its founding in 2001. Poling Capital Management provides fee-based portfolio and investment management services to individual and high net worth investors, retirement and charitable accounts, and trusts. The firm employs a long-term, risk-adjusted investment approach focused on traditional security analysis, minimizing turnover, and managing investments on a non-discretionary basis with client direction.

David Gilliam is a financial advisor at David P. Gilliam & Associates, Inc. in Muncie, IN, with 39 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 1994 before founding his own firm in 2016. His outside activities include operating his advisory business as a hybrid RIA and offering financial plans on an hourly basis. David P. Gilliam & Associates, Inc. provides financial planning and portfolio management primarily for individuals, including high-net-worth clients, as well as corporations, charities, and retirement plans. The firm combines custom discretionary strategies with third-party advisory programs through LPL Financial, employing technical analysis and allowing clients to impose written investment restrictions.

Samuel Campbell is a financial advisor at David P. Gilliam & Associates, Inc. with three years of industry experience. He holds the Series 66 designation and previously worked at Thrivent Financial and LPL Financial. He serves on the boards of the Martin Riverside Society and the Sigma Phi Epsilon Alumni Volunteer Corporation in Muncie, Indiana. David P. Gilliam & Associates provides financial planning and portfolio management primarily to individual and high-net-worth clients, as well as corporations, charities, and retirement plans. The firm combines advisor-directed management with LPL-sponsored model and algorithmic strategies, offering tailored portfolios reviewed monthly and rebalanced quarterly.

Chad Gilliam is a financial advisor with David P. Gilliam & Associates, Inc. in Muncie, Indiana, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has worked at LPL Financial since 2010 and has been with David P. Gilliam & Associates since 2016. David P. Gilliam & Associates provides financial planning and portfolio management primarily to individuals, high-net-worth clients, corporations, charities, and retirement plans. The firm offers both discretionary and non-discretionary management, utilizing customized portfolios along with LPL-sponsored programs and combines adviser-directed management with model and algorithmic strategies.