John Landis Dowell

Dustin Hunter is the principal of SunRift Capital Partners LLC and holds a Series 65 designation with 14 years of industry experience. His prior work includes roles at Legacy Wealth Management and various independent capacities since 2015. Outside of his advisory role, he is involved as a managing member of Granite Park Capital and works as an insurance agent with Retirement Income Consultants. SunRift Capital Partners is an independent investment adviser serving primarily individuals, high-net-worth clients, and charitable organizations. The firm provides discretionary asset management, financial planning, and educational seminars, employing fundamental, technical, and cyclical analysis to tailor investment programs to clients’ goals and risk tolerance.

John Anderson is a CFP® professional with 19 years of industry experience, currently serving as the sole advisor at AFP Group, LLC. He has led Anderson Financial Planning Group, LLC since 2012. In addition to his advisory role, he works as a traditional insurance agent. AFP Group, LLC provides financial planning and portfolio management services to individuals, trusts, estates, foundations, and small businesses, with a specialization in packaged retirement-plan services for employers. The firm employs a long-term, diversified investment approach and offers employer-focused financial education, including no-cost workshops and individual employee counseling.

My path into financial planning started with a conversation that I had with my mom. When I was in my late 20s, we were talking about student loans, and she mentioned that she wished she had someone to walk her through all the different options that were available when we were figuring out how to pay for college. That comment really resonated with me. I realized I wanted to be that person for others when it comes to their finances, someone who helps them understand their choices so they can make confident decisions. I've always been drawn to math and numbers, so this work feels like a natural fit. I earned my B.S. in Mathematics from Purdue and my M.S. in Accounting from IUPUI. Over the past decade and a half in the financial services industry, I've earned my CPA, CFP, and CFA designations. What really drives me is using the skills that I've developed to help people navigate the maze of rules around investments, retirement, and taxes. We've built so many incentives to encourage retirement savings, but the rulebook that comes with them can be overwhelming. Helping clients work through that complexity is what I do best. My focus is on retirement planning, tax planning, and managing investments in a tax-efficient manner. I spend my days preparing financial plans, building retirement projections, managing portfolios, running tax projections and Roth conversion analyses, and figuring out withdrawal strategies that keep more money in my clients' pockets. What I love most about this work is getting to know my clients and becoming someone they trust. I want to be the first person they think to call when they need help or have a question. Retirement brings a lot of changes, and I find it rewarding to help clients identify what matters most to them and then build a plan to get there.

Jared Defore is a financial advisor at Onward Fi, LLC with 11 years of industry experience. He holds the CFP®, PFS™, and Series 65 designations. Prior to founding Onward Fi in 2023, he worked for nine years at Market Street Wealth Management Advisors, LLC. Onward Fi serves individual clients by providing combined investment management and comprehensive financial planning services. The firm employs a primarily passive investment approach using index mutual funds and ETFs, supplemented by various analytical methods to guide asset allocation, while focusing on tax efficiency and periodic rebalancing.

Edward Gunnell II is the principal of Gunnell Financial Planning in Plainfield, IN, with 31 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at HBC Wealth Management and Cetera Advisors LLC. Outside of financial advising, he serves on the board of directors for Harper Brown Capital and also works as a youth soccer referee. Gunnell Financial Planning is a fee-only, independent advisory firm serving individuals, institutional clients, and businesses such as pension plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation and global diversification, implementing portfolios primarily with no-load mutual funds and ETFs on a buy-and-hold basis while providing additional tax, insurance, and financial planning services.

Martin James is a financial advisor with Modern Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at World Equity Group for 14 years and has operated his own CPA firm, Martin E. James CPA, P.C., since 1997. Outside of his advisory role, he is a certified fly casting instructor and serves as secretary for the Heartland Fly Fishing Festival, Inc. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and corporations. The firm employs a centralized portfolio management approach supported by an Investment Committee and offers specialized services such as ERISA plan management and tax planning through affiliated entities.