Ryan Scott Benter

David Brooks is a financial advisor at Brooks Investment Advisory Service in Seymour, Indiana, holding a Series 65 designation with 21 years of industry experience. He has worked at Irwin Union Bank and Trust since 1991. Brooks Investment Advisory Service provides continuous investment and portfolio management services to individuals, banks, thrift institutions, and trusts or estates, managing approximately $20.6 million in discretionary assets. The firm employs a buy-and-hold strategy with investment decisions made on a discretionary basis using both fundamental and technical analysis.

Benjamin Kuhlman is a CFP® and holds a Series 66 license with one year of industry experience. He currently works at Valentine Wealth Management and has prior experience at Raymond James Financial Services Advisors, Inc., and Cummins. Outside of advisory work, he is involved with Forman Investment Services, a support company. Valentine Wealth Management serves individual clients, including high-net-worth households, and corporate plan sponsors by providing investment management, comprehensive financial planning, retirement plan consulting, and educational seminars. The firm follows a fiduciary, goal-based process with largely passive investment strategies and offers limited-scope ERISA 3(21) retirement plan services.

Trina Hanner is a CFP® with 23 years of industry experience, currently serving as the sole advisor at Salt Light Investing for the Good. Her prior roles include positions at OneAscent Financial Services LLC and Beacon Wealth Consultants, Inc. She also serves on the investment advisory committee for the Rocky Mountain District Church of the Nazarene. Salt Light Investing for the Good is a state-registered investment adviser offering portfolio management and financial planning services, utilizing mutual funds, ETFs, individual securities, and insurance products. The firm implements a values-screened investment approach with a biblical perspective, employing strategic asset allocation and periodic rebalancing through four model portfolios.

At Valentine Wealth Management, we provide comprehensive financial planning and investment management for professionals, business owners, and retirees who want clarity and confidence with their money. As an independent, fee-only fiduciary financial advisor, our advice is designed to serve your best interests, not sell products. Whether you're planning for retirement, managing equity compensation, or navigating major financial decisions, we help you build a strategy that aligns your wealth with your life goals. Working with the right financial advisor can simplify your financial life and build a clear path toward financial independence. Schedule a complimentary discovery meeting to discuss your goals and see if working with a CFP® professional makes sense.

Allison Zech is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her prior experience includes roles at Pruco Securities, The Prudential Insurance Company of America, Centra Credit Union, and Edward Jones. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with PNC Bank online credentials. The firm uses algorithm-driven risk assessment and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Stephen Boggs is a financial advisor with Robert W. Baird & Co. and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including roles at J.J.B. Hilliard, W.L. Lyons, Inc. since 1993 and Baird since 2019. Outside of his advisory work, he is a member of TIPTON Partners LLC, where he co-manages and maintains a building, and serves on the board and investment committee of the Southwest Indiana Church of the Nazarene. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex allocations, along with municipal advisory and public finance services.