Halee Rose Dickinson

Yu Zhou is a CFA® charterholder based in Newburgh, Indiana, with six years of industry experience. He has held a long-term role at Mead Johnson Nutrition since 2008. ZYC Investment LLC provides portfolio management, financial planning, and retirement plan and employee benefit consulting services. The firm serves both individual and institutional clients, combining pension consulting with wealth management and employs a multi-disciplinary investment process overseen by an investment committee.

Justin Naab is the principal of Summit Investments, Inc. in Newburgh, Indiana, holding a Series 65 credential and bringing 28 years of industry experience. He has been with Summit Investments since 1996. Summit Investments, Inc. provides customized investment management services primarily to individual clients, managing approximately $6.55 million on a discretionary basis. The firm’s investment approach is long-term, focusing on risk-adjusted returns tailored to client objectives using fundamental analysis, with assets invested in domestic and international stocks, bonds, mutual funds, and ETFs.

Matthew Engbring is a financial advisor at Porter Avenue Capital Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Porter Avenue Capital Management since 2013. Porter Avenue Capital Management provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm uses a combination of charting, fundamental and technical analysis, and employs a range of strategies from long-term investing to short-term trading, including short sales, margin transactions, and options writing.

Victor Aydt is a CFP® professional with 28 years of industry experience. He has operated Aydt Investment Management, Inc. since 1997 and also owns and manages a part-time CPA tax and accounting practice. Aydt Investment Management, Inc. provides investment supervisory services and financial planning to individuals, trusts, estates, charitable organizations, and small businesses. The firm follows an asset-allocation approach using publicly available securities and manages client accounts primarily on a discretionary basis, offering a range of services including management of a small pooled investment vehicle and fee-based financial planning.

Erik Goodge is a CFP® with 11 years of industry experience, currently serving as the sole advisor at uVest Advisory Group, LLC. His prior experience includes roles at Origin Financial and Endress Capital Management, as well as a position at the University of Evansville. He holds a Series 65 license and operates from Newburgh, Indiana. uVest Advisory Group provides financial planning and portfolio management to individuals, high-net-worth clients, small businesses, and retirement plan sponsors. The firm emphasizes a passive, long-term investment approach using diversified ETFs and individual stocks, tailored to client objectives, and offers additional services such as educational workshops and specialized advice including divorce planning and financial behavioral coaching.

Stephen Keck is a CFA® charterholder with 17 years of industry experience. He is the sole advisor at Mulberry Capital Management, where he has worked since 2014. Prior to that, he spent five years at Signal Capital Management. He is involved in the Downtown Evansville Kiwanis Club, a community service organization. Mulberry Capital Management provides investment advisory services to individuals, banks and thrift institutions, charitable organizations, and other advisers. The firm employs a combination of fundamental, technical, cyclical analysis, and modern portfolio theory, offering portfolio management, written Investment Policy Statements, and third-party manager selection, with a notable focus on charitable organizations and subadviser arrangements.