Matthew Charles Sanchez

Garvis Owens is a financial advisor with IPI Wealth Management, Inc. in Greensburg, IN, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He previously worked at Hardwick Capital Management, LLC from 2016 to 2020. Owens serves as a voting member on the Finance Committee and Golf Tournament Committee of the Greensburg Decatur County Chamber of Commerce. IPI Wealth Management provides investment management, financial planning, and access to third-party asset managers for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in client assets and utilizes an open-architecture model with risk-based proprietary portfolios and active manager oversight.

Colt Ryan is a financial advisor at Prime Capital Financial with 11 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior experience includes roles at CFD Investments, PCIA Wealth, and Private Client Services. Outside of his advisory work, he serves on the finance committees of the Ripley County Community Foundation and the MMCH Foundation and is involved with the Main Street Economic Development program in Batesville. Prime Capital Financial is an SEC-registered enterprise firm providing a broad range of services to individuals, trusts, corporations, and retirement plans, including asset management, financial planning, and family office offerings. The firm employs a mix of core/satellite, thematic, and tactical strategies and supports tax-efficient account management across various platforms.

Jason Frey is a financial advisor at Money Concepts Capital Corp with 13 years of industry experience. He holds a Series 66 designation and is also the president and owner of Tri-County Financial, LLC, where he provides tax preparation and accounting services. Additionally, he owns Frey Finance LLC, an investment-related business. Money Concepts Advisory Service offers investment advisory, financial planning, and consulting services to a diverse client base that includes individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation approaches, utilizing third-party managers and platforms to provide both discretionary and non-discretionary portfolio management.

Loree Crowe is a financial advisor with Fifth Third Securities, Inc. in Greensburg, IN, holding Series 63 and Series 65 credentials and five years of industry experience. Her career includes roles at Fifth Third Bank since 2018 and previous positions at Shepherd Distributing and Fohl's Flooring. Outside of her advisory work, she is involved in dog breeding as a side business. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a range of managed account programs on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a corporate structure as a wholly owned subsidiary of Fifth Third Bank.

Andrew Moenter is a CFP® and ChFC® professional with four years of industry experience currently affiliated with Prime Capital Financial. His prior work includes service with Giesting Financial and the United States Air Force, where he served for five years. Outside of his advisory role, he is involved as an Admissions Liaison Officer for the Air Force, a board and finance committee member for Amack’s Well, and the owner and CEO of Midas Financial Group LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan services, and family office solutions, employing various investment strategies and maintaining affiliated accounting and tax advisory subsidiaries.

Steven Dudley is a financial advisor at Money Concepts Capital Corp in Batesville, IN, holding a Series 66 designation with one year of industry experience. Prior to his advisory role, he spent 11 years at Kasco Mfg Inc. He is also employed at Tri County Financial LLC, where he prepares individual tax returns during tax season. Money Concepts Advisory Service (MCAS) serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations through portfolio management, financial planning, and consulting. The firm employs a variety of managed programs and investment strategies, combining model portfolios, IAR-designed portfolios, and third-party sub-advisers.