Justin Hersberger

Treavor Dodsworth is a CFP®-certified financial advisor with 10 years of industry experience. He is the principal of Sycomore Financial, an independent advisory firm based in Anderson, IN. In addition to his advisory work, he owns and operates Monthly Financial Coaching LLC, a financial coaching business. Prior to his current roles, he has worked at NorthWest Financial Services and held various positions including at Uber and Premier Accounting Services. Sycomore Financial provides investment advisory and financial planning services to individual clients, focusing on retirement planning, tax considerations, estate planning, and small-business planning. The firm emphasizes passive, diversified portfolios with factor tilts and manages accounts on a non-discretionary basis, offering clients ongoing comprehensive planning or project-based engagements.

David Mcgill is a financial advisor with Comprehensive Financial Consultants in Cicero, Indiana, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes roles at Parkland Securities, LLC and Sigma Planning Corporation. Outside of advising, he serves as Director of Aviation for Central Indiana Aviation Mission, which provides medical and disaster-related air transportation. Comprehensive Financial Consultants serves individuals, corporations, charities, and retirement plans, offering tailored financial planning and discretionary portfolio management based on client goals and risk tolerance. The firm employs strategies such as asset allocation and technical analysis and provides ongoing account monitoring and rebalancing.

Christian Mc Gill is a CFP® and ChFC® with six years of industry experience, currently serving as a financial advisor at Comprehensive Financial Consultants. His background includes roles at CSI Advisory Services and multiple positions at Taylor University. Outside of finance, he is involved in livestock operations, owning and managing a livestock business and serving as treasurer and part-owner of an organization that operates a national registry for Kiko goats. Comprehensive Financial Consultants serves individuals, corporations, charities, and retirement plans, offering customized financial planning and discretionary portfolio management. The firm uses proprietary model portfolios and a variety of investment strategies to build and monitor client accounts, including held-away retirement assets through third-party platforms.

Dallas Baltz is a financial advisor at Comprehensive Financial Consultants with a Series 65 designation and one year of industry experience. Prior to joining the firm, he held roles at Stratus Building Solutions of Indianapolis and Orthodynamics Company, Inc. Outside of financial services, he has been involved with Harbour Trees Golf & Beach Club for several years. Comprehensive Financial Consultants serves individuals—including high-net-worth clients—corporations, charities, and pension and profit-sharing plans. The firm offers financial planning, discretionary portfolio management using proprietary models, and retirement plan consulting, employing strategies such as asset allocation, tactical asset allocation, and modern portfolio theory.

Noah Wolfe is a Series 65-licensed advisor at Comprehensive Financial Consultants in Cicero, IN, with one year of experience at the firm. Prior to joining the firm, he worked at First Farmers Bank & Trust and held teaching positions at the University of Indianapolis, Tipton High School, and Tipton Middle School. Comprehensive Financial Consultants offers financial planning, discretionary portfolio management, and retirement-plan consulting to individuals, corporations, charities, and pension and profit-sharing plans. The firm uses a combination of asset allocation strategies, technical analysis, and Modern Portfolio Theory to tailor portfolios according to clients’ objectives and risk tolerances.

Kurt Supe is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been involved with Supe Culpepper Inc DBA Creative Financial Group and related entities since 2006, focusing on insurance, tax planning, and financial services. Outside of advisory work, Supe is involved in tax planning and preparation, online retail sales, and authoring tax-related content for Amazon. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm uses a model-driven investment approach informed by third-party research and offers various strategies including Biblical Responsible Investing, with flexible billing and execution options.