Tanner Givens

Kingdom Financial is a personally accessible CFP®/CKA® practice serving Christian families across the rural Midwest who are seeking to align their resources with God's heart. Founded in 2023 by Lance Ludwig, the firm provides comprehensive financial planning and integrated wealth management with Christ at the center, delivered through deeply personal partnership. We serve married couples in late career or retirement who are navigating complexity and longing for a trusted guide who shares their faith. Our passion is to see clients grow in freedom, joy, and purpose as they deepen their relationship with Christ. Clients experience the capacity to focus increasingly on faith, family, and Kingdom impact. Lance Ludwig, CFP®, CKA®, is the founder of Kingdom Financial, a personally accessible financial planning and wealth management practice serving Christian families across the rural Midwest. With a Master of Finance, eight years of teaching experience, and more than a decade in financial planning, Lance is deeply committed to discipleship through comprehensive planning. His passion is helping families align their resources with God's heart so they grow in freedom, joy, purpose, and a deeper relationship with Christ.

Thomas Story is a financial advisor at Thomas Story and Son LLC with 17 years of industry experience. He holds Series 63 and Series 65 registrations and has been with his current firm since 2008. Thomas Story and Son LLC manages discretionary portfolios for individuals, high-net-worth clients, corporations, and trusts, serving a small client base with a seven-figure account minimum. The firm employs a bottom-up, fundamental investment approach with an emphasis on long-term positions and discretionary trading, supported by accounting and tax expertise through its affiliation with an accounting practice.

Ronald Silverman is a CFP® with over 50 years of experience in financial advising. He is the president and sole advisor at Creative Financial Planning Advisors, Inc., an independent firm based in South Bend, Indiana. His prior experience includes roles at 2W Technologies and Capital Financial Services, and he also provides income tax consulting through his CPA practice. In addition to his advisory work, he serves as CFO and part-owner of a software company specializing in job cost accounting for manufacturing businesses. Creative Financial Planning Advisors, Inc. provides discretionary portfolio management primarily to medium- to high-net-worth individuals, family groups, trusts, IRAs, corporations, business entities, and not-for-profit organizations. The firm offers a range of financial planning services and utilizes fundamental analysis and third-party research to create individualized portfolios, incorporating mutual funds, ETFs, and alternative strategies as appropriate.

David Story is a financial advisor at Thomas Story and Son LLC in Plymouth, IN, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has been with Thomas Story and Son LLC since 2009, following prior roles at Wells Fargo Clearing and William Blair. Thomas Story and Son LLC provides discretionary portfolio management to individuals, high-net-worth clients, corporations, and trusts, serving a small client base with a two-advisor team and a seven-figure account minimum. The firm employs a bottom-up, fundamental investment approach with an emphasis on accounting and tax expertise through its affiliation with an accounting practice and the principal’s CPA designation.

James Dillon is a financial advisor with Regal Investment Advisors LLC in Plymouth, Indiana, holding a Series 66 designation and 19 years of industry experience. He has been with Regal Investment Advisors and Regulus Financial Group since 2014. Outside of advisory work, Dillon is involved in managing an ABLE account for his son and participates in tax preparation and bookkeeping services through a separate business. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers a range of proprietary and third-party model portfolios, allowing advisers to select and implement strategies on behalf of their clients.

Jeffrey Umbaugh is a financial advisor at Regal Investment Advisors LLC with 25 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Regulus, LLC and Regal Investment Advisors since 2015. Outside of his advisory role, he owns Kuhn, Dillon, Umbaugh, LLC, a tax preparation and accounting services firm. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios with discretionary authority granted to implement and manage strategies on behalf of clients.