Lottie Barcus

I'm Alan Skillern. I'm from a tiny town in west central Indiana. My goal is to help people just like I help my family. I'm a CFP® professional and I picked up my MBA while I was at Ball State. I've worked in a few firms but I never sold a financial product or taken a commission. I don't have any desire to push products to people who are looking to secure their family's future. I have picked up a set of skills, including: a deep knowledge of estate planning, mindfulness around taxes, and the ability to build a killer financial plan. Best Case Financial is built around the idea of neighbors helping neighbors. I've seen too many cases of people being treated un-neighborly and I want to do my part to tip the scale in the other direction.

Ginger Scott is a financial advisor at Wabash Capital, Inc. with 26 years of industry experience. She holds a Series 65 designation and has been with Wabash Capital since 1999. Wabash Capital provides discretionary investment management to individuals, trusts, corporations, pensions, 401(k) plans, and foundations/endowments. The firm employs a top-down, fundamental research process to build diversified, risk-based portfolios with an emphasis on low turnover and tactical shifts guided by market valuation metrics.

Vernon Stewart is a financial advisor with J. W. Cole Advisors, Inc. He holds Series 63, 65, and 66 credentials and has 41 years of industry experience. His prior roles include positions at National Planning Corporation and Advantage Investment Management LLC. Outside of his advisory work, he is involved with Ernst & Roth, providing cost segregation study services to commercial real estate owners. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on both discretionary and non-discretionary bases.

Cameron Chestnut is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. He has been involved with Chestnut Financial Group since 2017, where he serves as an advisor and part owner. Chestnut also has prior experience with Triad Advisors and Parkland Securities. Osaic Advisory Services is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base including individuals, charities, corporations, retirement plans, and institutional entities, offering a range of services such as managed account programs, financial planning, retirement plan consulting, and lending solutions.

Johnnie Chestnut is a CFP® with 24 years of industry experience, currently serving at Osaic Advisory Services, LLC. His prior roles include positions at Parkland Securities and First National Bank. Outside of advisory work, he owns a candle business and is a partner in a golf course where he assists with financial operations and membership growth. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing over $12 billion in client assets. The firm serves a diverse client base including individuals, charities, corporations, and institutional entities, offering advisory services through a representative-driven model with access to a wide range of investment products and platforms.

Matthew Crooks is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 14 years of industry experience. He previously worked at Foresters Advisory Services LLC and Foresters Financial Services before joining Cetera in 2019. Outside of his advisory role, he is involved in the hospitality industry as a bartender at Coach's Timeout Sports Bar & Grille. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing a mix of advisor-managed accounts, model portfolios, and third-party managed programs.