Logan Valentine

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.

Allison Zech is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her prior experience includes roles at Pruco Securities, The Prudential Insurance Company of America, Centra Credit Union, and Edward Jones. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with PNC Bank online credentials. The firm uses algorithm-driven risk assessment and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Stephen Boggs is a financial advisor with Robert W. Baird & Co. and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including roles at J.J.B. Hilliard, W.L. Lyons, Inc. since 1993 and Baird since 2019. Outside of his advisory work, he is a member of TIPTON Partners LLC, where he co-manages and maintains a building, and serves on the board and investment committee of the Southwest Indiana Church of the Nazarene. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex allocations, along with municipal advisory and public finance services.

Trina Tracy is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Seymour, IN. Her prior roles include positions at Vision Financial Group and Jackson County Bank. She was also involved with the Mutton Creek Homeowners Association for eight years. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting, emphasizing an advisory approach supported by in-depth analysis and firm research.

Zane Clayburn is a financial advisor with Raymond James Financial Services in Seymour, IN, holding a Series 66 designation and four years of industry experience. He previously worked at Old National Bank, Cummins, and various roles at JCBank, where he transitioned from bank teller to financial advisor support before joining Raymond James. Clayburn is also employed at JCBank, operating within the bank while serving as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services and institutional consulting, emphasizing tailored plans based on client risk profiles and asset allocation analysis.