Steve Jones

David Mcgill is a financial advisor with Comprehensive Financial Consultants in Cicero, Indiana, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes roles at Parkland Securities, LLC and Sigma Planning Corporation. Outside of advising, he serves as Director of Aviation for Central Indiana Aviation Mission, which provides medical and disaster-related air transportation. Comprehensive Financial Consultants serves individuals, corporations, charities, and retirement plans, offering tailored financial planning and discretionary portfolio management based on client goals and risk tolerance. The firm employs strategies such as asset allocation and technical analysis and provides ongoing account monitoring and rebalancing.

Christian Mc Gill is a CFP® and ChFC® with six years of industry experience, currently serving as a financial advisor at Comprehensive Financial Consultants. His background includes roles at CSI Advisory Services and multiple positions at Taylor University. Outside of finance, he is involved in livestock operations, owning and managing a livestock business and serving as treasurer and part-owner of an organization that operates a national registry for Kiko goats. Comprehensive Financial Consultants serves individuals, corporations, charities, and retirement plans, offering customized financial planning and discretionary portfolio management. The firm uses proprietary model portfolios and a variety of investment strategies to build and monitor client accounts, including held-away retirement assets through third-party platforms.

Dallas Baltz is a financial advisor at Comprehensive Financial Consultants with a Series 65 designation and one year of industry experience. Prior to joining the firm, he held roles at Stratus Building Solutions of Indianapolis and Orthodynamics Company, Inc. Outside of financial services, he has been involved with Harbour Trees Golf & Beach Club for several years. Comprehensive Financial Consultants serves individuals—including high-net-worth clients—corporations, charities, and pension and profit-sharing plans. The firm offers financial planning, discretionary portfolio management using proprietary models, and retirement plan consulting, employing strategies such as asset allocation, tactical asset allocation, and modern portfolio theory.

Noah Wolfe is a Series 65-licensed advisor at Comprehensive Financial Consultants in Cicero, IN, with one year of experience at the firm. Prior to joining the firm, he worked at First Farmers Bank & Trust and held teaching positions at the University of Indianapolis, Tipton High School, and Tipton Middle School. Comprehensive Financial Consultants offers financial planning, discretionary portfolio management, and retirement-plan consulting to individuals, corporations, charities, and pension and profit-sharing plans. The firm uses a combination of asset allocation strategies, technical analysis, and Modern Portfolio Theory to tailor portfolios according to clients’ objectives and risk tolerances.

Frederick Matthes is a financial advisor at Sycamore Financial Group in Kokomo, IN, holding a Series 65 designation with one year of industry experience. His prior work includes roles at CareerWise USA, Amazon Inc, Matthes Dental, and involvement with the University of Illinois Champaign-Urbana Gies School of Business. He has also contributed to the Indiana University Kokomo student newspaper. Sycamore Financial Group serves individuals, corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts, often working with closely held businesses. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, focusing on fundamental analysis and proprietary model portfolios with a long-term investment orientation.

Craig Smith is a financial advisor with Sycamore Financial Group in Kokomo, IN, holding CFP® and Series 63 designations and bringing 50 years of industry experience. He has worked at Sycamore Financial Group since 1983 and previously at K.J. Brown & Co. Inc. since 1973. Outside of his advisory role, he is involved in farming as a member of H & W Smith Farms LLC. Sycamore Financial Group serves a diverse client base, including individuals, corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts, with a focus on coordinating business and personal finances for closely held businesses and their owners. The firm employs a fundamental bottom-up investment approach with proprietary model portfolios and primarily manages accounts with a long-term orientation.