Keith Mensendiek

David Brooks is a financial advisor at Brooks Investment Advisory Service in Seymour, Indiana, holding a Series 65 designation with 21 years of industry experience. He has worked at Irwin Union Bank and Trust since 1991. Brooks Investment Advisory Service provides continuous investment and portfolio management services to individuals, banks, thrift institutions, and trusts or estates, managing approximately $20.6 million in discretionary assets. The firm employs a buy-and-hold strategy with investment decisions made on a discretionary basis using both fundamental and technical analysis.

Benjamin Kuhlman is a financial advisor at Valentine Wealth Management in Seymour, IN. He holds a Series 66 designation and has been in the industry since 2023, previously working at Raymond James Financial Services and Cummins. Outside of advising, he operates a support company under the name Forman Investment Services. Valentine Wealth Management is an independent, fee-only advisory firm serving individual clients and plan sponsors with investment management, financial planning, and retirement plan consulting. The firm emphasizes tailored portfolios using a diversified, mainly passive approach based on Modern Portfolio Theory and also provides educational seminars and public speaking engagements.

Patrick Andrews is a CFP® with four years of experience in financial advising at WWA Planning & Investments. Before joining WWA Planning & Investments in 2021, he worked at Cummins, Inc for eight years. WWA Planning & Investments is a fee-only advisory firm serving individuals, including high-net-worth clients, retirement plans, and charitable organizations. The firm uses an evidence-based planning process integrated with portfolio management and offers services such as ESG screening, retirement readiness appraisals, and community educational seminars.

Jimmy Kemp is a financial advisor with McAvoy Kemp Wealth Management, LLC in Columbus, Indiana, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with McAvoy Kemp Wealth Management since 2007 and has been associated with Cambridge Investment Research, Inc. since 2001. Outside of advising, he is involved in local politics as a board member of the Brown County County Council and holds various roles within the Brown County Republican Party. McAvoy Kemp Wealth Management provides financial planning and portfolio management services to individual and high-net-worth clients, pension and profit-sharing plans, and trusts. The firm emphasizes individualized financial planning and asset allocation, managing accounts primarily on a discretionary basis with portfolios that commonly include mutual funds and ETFs.

John Eisenbarth is a financial advisor at Gladstone Wealth Partners with 27 years of industry experience. He holds a Series 63 designation and has worked at Gladstone Wealth Partners since 2021, as well as at Kessler Investment Group since 2010. Gladstone Wealth Partners is an enterprise firm with 107 advisors, serving clients through institutional advisory services and asset management.

Cheryl McAvoy is a financial advisor at McAvoy Kemp Wealth Management, LLC with 21 years of industry experience. She holds a Series 66 designation and has been with McAvoy Kemp Wealth Management since 2007. Outside of her advisory role, McAvoy serves as a board member for Columbus City Utilities and is the managing partner of Simon Media LLC. McAvoy Kemp Wealth Management provides financial planning and portfolio management services to individual and high-net-worth clients, as well as pension and profit-sharing plans and trusts. The firm manages approximately $63.8 million for around 110 clients, offering individualized financial planning and discretionary portfolio management with a focus on mutual funds and ETFs.