Matthew Jon Crooks

Donald Edwards is a CFA® charterholder with 27 years of industry experience, currently serving at Wabash Capital, Inc. since 1997. He is based in Terre Haute, IN, and is part of a four-advisor team. Wabash Capital provides discretionary investment management to a diverse client base including individuals, trusts, corporations, pensions, 401(k) plans, and foundations/endowments. The firm employs a top-down, fundamental research process to build risk-based, diversified portfolios with an emphasis on low turnover and tactical adjustments guided by market valuation metrics such as the cyclically-adjusted price-earnings (CAPE) ratio.

Gene Griffin is a CFP® with 31 years of industry experience, currently serving as an advisor at Creative Financial Designs, Inc. in Terre Haute, IN. He has been with the firm since 2001 and also has a long tenure with Capital Planning Systems dating back to 1987. Outside of his advisory role, Griffin is chairman of the board for Shepherds of Griffin Bike Park, Inc., a nonprofit organization. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations and offers a range of strategies, including Biblical Responsible Investing, supported by research from major financial institutions.

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.

Brian Mcleish Sr. is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience and has previously worked extensively with State Farm Insurance and its affiliated entities. Outside of advising, he serves as president of the Community Recreation Center in Clinton, IN, works as a high school basketball official, and is vice-president of McLeish Enterprises LLC, a business offering golf simulator rentals. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients, utilizing a mix of in-house models and third-party managers supported by the firm’s integrated platform.

Tyler Rogerson is a financial advisor at Fifth Third Securities, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2021, also working at Fifth Third Bank since 2013. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers a range of discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

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.