Joshua David Farley

Hunter Fuller is an advisor with Margin Advisory Group LLC and holds Series 63 and Series 65 credentials. He has four years of industry experience, including prior roles at OneAmerica Securities, Inc. Outside of advising, Fuller serves on the boards of the Mt. Carmel Aces Boosters and the Mt. Carmel Men's Club, and he owns a marketing business called Full Factor-Marketing. Margin Advisory Group LLC is a two-advisor firm founded in 2026 that provides discretionary asset management, ERISA 3(21) retirement-plan advisory services, and financial planning. The firm builds portfolios based on client goals, time horizons, and risk tolerance, utilizing a combination of fundamental and technical analysis alongside modern portfolio theory.

Noah Thompson is a financial advisor with Margin Advisory Group LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at OneAmerica Securities, Inc. and American United Life. Thompson is also involved in non-variable insurance sales, including fixed life and fixed annuities. Margin Advisory Group LLC is a two-advisor firm providing discretionary asset management, ERISA 3(21) retirement-plan advisory services, and financial planning. The firm structures portfolios based on client goals and risk tolerance, using fundamental and technical analysis alongside modern portfolio theory.

Alisha Goebel Warren is a Series 66-licensed advisor at Kingsview Wealth Management, LLC with four years of industry experience. She previously spent ten years at Edward Jones before joining Kingsview in 2024. Kingsview Wealth Management is an SEC-registered multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management through a combination of internal portfolio strategies and third-party managers, including discretionary and non-discretionary advisory services.

Christopher Barthel is a CFP® and ChFC® with 31 years of experience in the financial industry. He is currently with LPL Enterprise and has prior experience at Prudential Insurance Company of America, Pruco Securities, and Thurston Springer Miller Herd & Titak, Inc. He also manages The Barthel Agency, which focuses on employee benefits and insurance services. Barthel serves on the board of the Gibson County Chamber of Commerce. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a wrap program, while also facilitating insurance product sales through affiliated entities.

Matthew Grabbe is a financial advisor with Raymond James Financial, holding a Series 66 credential and bringing 19 years of industry experience. He has held roles including owner of Four G, LLC and served as a paid tennis coach at Gibson Southern High School. Grabbe operates his own DBA, Grabbe Wealth and Retirement, within Raymond James's hybrid RIA structure. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing risk profiling and modeling tools to support client goals.

David Oldham is a financial advisor with Robert Baird & Co. in Princeton, Indiana, holding a Series 63 designation and over 32 years of industry experience. He previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 26 years before joining Baird in 2019. Outside of his advisory role, he is involved in managing family farming operations and agricultural businesses. The DDK Group at Robert Baird & Co. serves individuals, corporate clients, pensions, and charitable organizations, offering services including financial planning, portfolio management, and custody. The firm utilizes a combination of manager-traded and model-traded strategies supported by internal research and ongoing manager monitoring.