J David George

Bruce Roberts is the sole advisor at Regal Capital Management, Inc., an independent firm based in Bedford, Indiana. He holds a Series 63 designation and has 23 years of industry experience. Since 2016, Roberts has also been involved with Calvary Missionary Church. Regal Capital Management provides personalized investment advice, portfolio structuring, asset allocation, and financial planning services to individuals, high-net-worth clients, trusts and estates, charitable organizations, and pension or profit-sharing plans. The firm emphasizes traditional, long-term investment strategies and routinely works with institutional-style clients and plan sponsors, complementing its service to charitable organizations.

Michael Fidler is a financial advisor with Cfci who holds Series 63 and Series 65 registrations and has 31 years of industry experience. He has been with Comprehensive Financial Consultants Institutional, Inc. since 2014 and has also worked with J. W. Cole Advisors, Inc. and J. W. Cole Financial, Inc. since 2013. Outside of his advisory work, he is a minor owner and company officer in his wife's silk screen embroidery business, where he occasionally assists. Cfci serves individual clients, including high-net-worth individuals, as well as pension and institutional clients, providing discretionary portfolio management and consulting services. The firm primarily uses model portfolios and third-party advisers to manage assets and employs a variety of investment strategies including option strategies and active cash management.

Jeremy Payton is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL from 2020 to 2023 and at Edward Jones from 2016 to 2020. Outside of his advisory work, he coaches girls junior varsity basketball and baseball at Paoli Junior High School and serves as a deacon at Paoli Christian Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

James Bellush is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and over 26 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Edward Jones for 24 years. He is also involved in non-investment business activities, providing bookkeeping, inventory, and logistics support through a separate LLC in Bloomington, IN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Raven Woodward is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, Woodward held positions at Intuit, JP Morgan Chase, Goodwill, and World Finance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Thomas Strange IV is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018, with prior experience at Charles Schwab. Outside of finance, he owns and operates The Dugout, a private baseball training facility serving local athletes. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.