Joel Niese

Justin Truell is the sole advisor at Truell Financial LLC, an independent registered investment adviser based in Ellettsville, Indiana. He holds a Series 65 designation and has three years of industry experience. Prior to founding Truell Financial, he worked at Cook Medical Group and GO Express Travel, among other positions. Truell Financial LLC serves a small number of clients including individuals, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm offers discretionary asset management and financial planning, utilizing a range of analytical methods and investment vehicles such as stocks, bonds, ETFs, options, and mutual funds, with an investment approach that includes strategic to tactical asset allocation and the use of leverage and derivatives.

Zhuohua Huang is a CFA charterholder and principal of Mulberry Investors LLC with five years of industry experience. He has worked at Indiana University Kelley School of Business since 2022 and previously spent five years with the Indiana Public Retirement System. Outside of his advisory role, he serves as chairman of Huang Associates LLC, a consulting and e-commerce business. Mulberry Investors LLC provides discretionary investment management primarily focused on U.S. and Greater China equities for individual and high-net-worth clients. The firm employs a value-oriented, concentrated strategy with a particular emphasis on Greater China markets, managing a small number of accounts through recommended custodians that facilitate trading in Hong Kong and Mainland China.

Ryan Skaggs is the sole advisor at The Shield Finance, an independent firm based in Bloomington, IN. He holds a Series 65 designation and has entered the financial advisory field in 2025. Skaggs has a concurrent career with the Indiana University Police Department, where he has served since 2011. He is also a published author. The Shield Finance is a fee-only advisory firm specializing in serving first responders and their families. The firm offers investment management, financial planning, and an educational coaching program, using a combination of passive and active strategies and providing services tailored to clients’ career stages and financial needs.

John Burton is a financial advisor with Above & Beyond Investments, LLC in Bloomington, IN, holding a Series 65 designation and 10 years of industry experience. He also owns and manages Liberty Tax Service and works as an independent insurance agent through The Burton Group, selling various insurance products including fixed annuities and life insurance. Above & Beyond Investments, LLC is a solo registered investment adviser serving individuals, small businesses, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and qualified plan consulting, utilizing fundamental analysis and a combination of long- and short-term strategies tailored to each client’s goals and risk tolerance.

Zachary Rader is a financial advisor at Beacon Financial Planning in Bloomington, IN. He holds a Series 65 designation and has been with Beacon Financial Planning since 2025. Prior to his advisory role, he worked at Target, Inc. as a specialty sales consultant and has experience teaching at Global Vision Christian School in South Korea. Beacon Financial Planning provides fee-only financial planning and customized investment management to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a tactical allocation approach with fundamental and cyclical analysis and offers a hybrid advisory model combining fixed-fee and hourly planning with asset-based management.

Ronald Deinlein Jr. is a CFP®-designated financial advisor with 35 years of industry experience. He currently works at Mosaic Wealth Management LLC and previously spent 17 years at Raymond James & Associates. Mosaic Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, offering portfolio management and participation as a portfolio manager in a wrap fee program. The firm employs a range of strategies including fundamental analysis, modern portfolio theory, and options strategies, primarily implementing through mutual funds and ETFs.