Jon Holden

Justin Truell is the sole advisor at Truell Financial LLC, an independent firm based in Ellettsville, Indiana. He holds a Series 65 designation and has three years of industry experience. Prior to founding Truell Financial, he worked in various roles including positions at GO Express Travel and Bloomington Transit. Outside of his advisory work, he is employed on a second shift at Cook Medical Group. Truell Financial LLC provides tailored investment advisory and financial planning services to individuals, trusts, estates, and retirement plans. The firm employs a range of analytical approaches and asset-allocation strategies, offering discretionary asset management that includes active use of margin, options, and futures, and serves both retail and non-retail clients such as pension and profit-sharing plans.

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 a financial advisor at The Shield Finance in Bloomington, IN, holding a Series 65 credential. He provides financial education, coaching, and investment advisory services with a focus on first responders and their families. The Shield Finance offers fee-only financial education and planning services tailored to public safety professionals, delivering primarily non-discretionary investment management alongside financial coaching and educational seminars. The firm emphasizes asset allocation and modern portfolio principles while offering flexible planning engagements based on career life stage and project scope.

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.

Kinder Dean is a Series 65-licensed financial advisor with 14 years of industry experience. He is the sole advisor at Kinder Financial Services, an independent firm based in Nashville, Indiana. Dean has worked at Valeo since 2013. In addition to his advisory role, he operates a separate real estate business. Kinder Financial Services specializes in financial planning and discretionary portfolio management for individual clients, as well as businesses, charities, and small pension plans. The firm emphasizes technical security analysis and trend management, focusing on ETFs and large-cap dividend stocks, with accounts tailored to client objectives 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.