Mitchell Edward Patton

Lisa Clark is a financial advisor at Champion Financial Inc. in Velpen, Indiana, with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with Champion Financial since 2011. Champion Financial, Inc. is an independent registered investment adviser serving individual and high-net-worth clients through financial coaching, investment, and financial planning. The firm emphasizes broad diversification based on Modern Portfolio Theory and the Efficient Market Philosophy, providing asset allocation recommendations and monitoring while outsourcing portfolio management and custody to a third party.

Cory Wahl is a financial advisor with Eagle Strategies (NY Life) holding Series 66 and Series 63 designations and has three years of industry experience. He has worked at Eagle Strategies, Wahl Financial LLC, NYLIFE Securities LLC, and New York Life Insurance Company since 2022. Prior to his financial services career, he spent seven years in academia at the University of Missouri-St. Louis and Texas A&M University-Corpus Christi. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and fiduciary responsibilities, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Zachary Gordon is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fifth Third Securities since 2023 and Fifth Third Bank since 2022. Prior to his financial career, he was involved with Christmas Lake Golf Club for 17 years. Outside of his advisory role, he is a musician in the group Five Under in Jasper, Indiana. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs that combine third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features including direct indexing and a tax-overlay service.

Ethan Beckman is a financial advisor at Edward Jones in Jasper, IN, holding a Series 66 designation. He has one year of industry experience, with prior roles including positions at Arthur J. Gallagher and entrepreneurial ventures such as Plaid and Timber Axe Throwing Company. Outside of finance, he has been involved with local businesses and organizations like Parlor Doughnuts and the Dubois County Bombers. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and strategies. The firm is notable for its extensive retail advisor network, affiliated mutual funds, and trustee services.

Trennis Xanders II is a financial advisor at Edward Jones with 12 years of industry experience. He holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and overlay services, supported by a large national network of advisors and branch offices.

Allison Menke is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds the Series 66 designation and has worked at Baird since 2021. Prior to joining Baird, she spent 13 years at OFS Brands Holdings Inc. Outside of her advisory role, Menke serves as Treasurer and Board Member of the Menke Charitable Foundation. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.