Rick Dodson Jr.

Daniel Reichart is a financial advisor at Evia Investment Advisors in Zionsville, IN, with 35 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Forest Securities, Inc. and Evia Investment Advisors. Evia Investment Advisors serves individual and institutional clients, providing discretionary portfolio management, financial planning, and investment consulting. The firm focuses on fundamental, bottom-up security selection combined with top-down asset allocation and risk management, typically managing portfolios of 30–45 holdings including dividend-paying stocks and individual bonds.

Michael Morris is a CFA® charterholder and holds a Series 66 license, with 18 years of experience in the financial industry. He has been the sole advisor at Two Fish Management since 2008, operating out of Zionsville, Indiana. Two Fish Management provides discretionary portfolio management to high-net-worth and accredited investors, financial advisors, and institutional clients. The firm employs a combination of fundamental, cyclical, and technical analysis across multiple strategies, incorporating options, short sales, margin borrowing, and index hedges, and offers performance-based fee arrangements and pooled private investment vehicles.

Christy Gregory is a CFP® professional with 19 years of experience, serving as the sole advisor at SYCAMORE Asset Management, LLC since 2006. Based in Zionsville, IN, she holds a Series 65 license and focuses on providing comprehensive financial planning and investment recommendations. SYCAMORE Asset Management is a fee-only, independent firm that primarily serves individual clients, including high-net-worth individuals, as well as a small number of businesses, charities, and pension plans. The firm employs an investment approach based on Modern Portfolio Theory and the efficient market framework, utilizing broadly diversified mutual funds and third-party money managers to implement client strategies.

Samuel Walker is a financial advisor with Affinity Financial – The Walker Group LLC in Zionsville, IN, holding a Series 66 designation and 12 years of industry experience. Prior to founding his current firm in 2017, he worked at Northwestern Mutual from 2012 to 2017. Outside of advisory work, he is involved in real estate management through Affinity Real Estate LLC and Twenty20 Real Estate LLC. Affinity Financial – The Walker Group LLC provides portfolio management, financial planning, and retirement advice to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm manages approximately $42.1 million in discretionary assets and employs a multifaceted investment approach incorporating fundamental, quantitative, technical, and modern portfolio theory analyses.

Michael Broderick is a financial advisor at Turtair Capital Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MCC Financial Advisors, LLC since 2009. Turtair Capital Advisors provides financial planning and investment management to high-net-worth individuals, families, business owners, and institutional entities. The firm focuses on clients with net worths above $5 million and offers a range of services including retirement, estate, college, and cash-flow planning alongside portfolio management that emphasizes asset allocation and independent manager selection.

Brian Kirschbaum is the principal advisor at Cherry Wealth Management LLC in Lebanon, Indiana. He holds a Series 65 designation and founded the firm in 2026. His prior work experience includes roles at Openlane, Aces Quality Management, and Aces Power Marketing. Outside of financial advising, he has worked as a sports official and referee since 2019. Cherry Wealth Management provides discretionary portfolio management, comprehensive financial planning, and wealth-management services to individuals, families, small business owners, and retirement investors, with a particular focus on families involved in travel sports. The firm uses a goals-based, long-term investment approach that incorporates fundamental and quantitative analysis, typically emphasizing low-cost passive funds with tactical overlays and tax-aware strategies.