Jason Aaron Frey

Matthew Sanchez is a CFP® professional with 12 years of industry experience. He currently serves as an advisor at TritonPoint Partners, LLC, and has previously worked at Vivaldi Capital Management LP, Biechele Royce Advisors, and TD Ameritrade. TritonPoint Partners, LLC provides investment management, financial planning, consulting, and retirement plan consulting to individuals, trusts, employee benefit plans, and businesses. The firm employs an asset-allocation driven investment process based on modern portfolio theory, combining public equity, fixed income, and private market alternatives to enhance risk-adjusted outcomes.

Garvis Owens is a financial advisor at IPI Wealth Management, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Hardwick Capital Management, LLC. Owens serves as a voting member on the Finance Committee and Golf Tournament Committee of the Greensburg Decatur County Chamber of Commerce. IPI Wealth Management, Inc. provides investment management, financial planning, and access to third-party asset managers and TAMP programs for individual, business, and retirement plan clients. The firm utilizes an open-architecture model with proprietary, risk-based portfolios and offers a variety of advisory and manager services, including ERISA 3(21) and 3(38) arrangements.

Brad Tebbe is a financial advisor with StoneX Advisors Inc. in Brookville, Indiana, holding a Series 63 license and 28 years of industry experience. His career includes positions at StoneX Securities Inc., Wrp Investments, Inc., and Fiducial Investment Advisors, Inc. Outside of advisory work, he is involved in several business ventures including ownership of a CPA firm, management roles in multiple liquor stores, a retail pharmacy, and serving as a bank director and golf course board member. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting. The firm utilizes a range of strategies including advisor-managed portfolios, proprietary models, and third-party money managers, supported by platforms such as Envestnet and Advyzon.

Katharine Burger is a Series 66 licensed financial advisor with StoneX Advisors Inc., where she has worked since 2017. She has 10 years of industry experience and is based in Brookville, Indiana. Outside of her advisory role, she serves as a nominating committee member for Farm Credit Mid-America, participating in the identification of candidates for board positions. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm utilizes a combination of advisor-managed portfolios, proprietary models, and third-party money managers to implement strategies across various account structures.

Darci Metcalf is a financial advisor at Fifth Third Securities, Inc. with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities since 2011. Outside of her advisory role, she is a property owner in Metamora, Indiana. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a wide range of clients, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account options and is notable for its municipal-advisor registration combined with its affiliation with Fifth Third Bank.

Colt Ryan is a financial advisor at Prime Capital Financial with 11 years of industry experience. He holds the CFP® designation along with Series 65 and Series 63 licenses. His prior roles include positions at Private Client Services, PCIA Wealth, and CFD Investments. Ryan serves on the finance committees of the Ripley County Community Foundation and the MMCH Foundation, and is involved with Main Street Economic Development in Batesville. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm employs a range of investment strategies and provides consolidated reporting and financial governance through its family office practice.