Joshua Collier

Richard Doyle is a financial advisor at Doyle Investment Management with 24 years of industry experience. He has held the Series 63 and Series 65 designations and has been with Cornerstone Capital Management, Inc. since 2005. Doyle Investment Management provides investment supervisory services and financial planning to individuals, families, corporations, businesses, trusts, and estates. The firm manages client portfolios on a discretionary basis, primarily using Exchange Traded Funds (ETFs), and applies a combination of fundamental, technical, charting, and cyclical analysis to construct diversified portfolios aimed at managing risk.

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.

Paul Tingley is a CFP® professional with 38 years of industry experience, currently serving at Silver Oak Securities, Incorporated since 2018. He has previously worked with Ssnai, Securities Service Network, and Financial Resource Advisors, where he continues as a manager of a fixed insurance agency. In addition to his advisory role, he manages a personal farm in Martinsville, IN, and consults for Invite Wealth Management on financial planning, investment management, insurance, and business succession planning. Silver Oak Securities, Incorporated provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm offers tailored portfolio management and unified managed account programs combining internal and third-party strategies, delivering investment advice primarily on a discretionary basis.

Randy Jaramillo is a financial advisor at Foundations Investment Advisors LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Reliant Wealth Management, Simplicity Wealth, Nylife Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he serves as a pastor involved in community outreach and leadership at The Potter’s House Church. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm employs model portfolio allocations and third-party sub-advisers, delivering advice through a large network of affiliated offices and representatives.

John Dowell is a financial advisor with First Heartland Consultants, Inc. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining First Heartland Capital Inc. in 2022, he worked at Edward Jones from 2015 to 2022. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions delivered through a network of independent investment adviser representatives.

Nathan Eix is a CFP® professional at Truepoint, Inc. with six years of industry experience. He previously worked at WealthPoint Advisors, LLC, Charles Schwab, and Thr3e Wise Men. Truepoint serves individuals, families, trusts, and institutional clients, offering comprehensive financial planning, portfolio management, tax and estate planning support, and a digital advice platform. The firm employs an evidence-based, long-term investment approach with diversified asset allocation and low-cost index funds, and it provides integrated tax and administrative services through related entities.