Lottie Ann Barcus

I'm Alan Skillern. I'm from a small 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 decided that Best Case Financial will not be using any AI going forward. See our No A.I. Pledge: https://bestcasefinancial.com/no-ai-pledge 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 at Osaic Advisory Services, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Triad Advisors and Parkland Securities. Chestnut is also a part owner and advisor at Chestnut Financial Group, where he provides financial services and sells life insurance. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, delivering advisory solutions through multiple program models with custody arranged primarily through Schwab and Fidelity.

James Fairchild is a financial advisor at J.W. Cole Advisors, Inc. with five years of industry experience and holds a Series 65 designation. He also operates North Salem Wealth Strategies, where he provides investment and financial advice, including retirement accounts, insurance services, and Medicare plan education. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm utilizes a variety of investment strategies and platforms, including discretionary and non-discretionary account management and digital advice solutions.

Johnnie Chestnut is a CFP® with 24 years of industry experience, currently serving as an advisor at Osaic Advisory Services, LLC. He previously worked at Parkland Securities for 10 years and First National Bank for 12 years. Outside of his advisory role, he owns a candle-making business and is a partner involved in the operations and membership growth of a golf course. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and municipal entities. The firm provides a range of services including investment management, financial planning, and retirement plan consulting, utilizing multiple program models and platforms to tailor portfolios and manage client assets.