Teresa Jackson

Treavor Dodsworth is a CFP®-certified financial advisor with 10 years of industry experience. He is the principal of Sycomore Financial, an independent advisory firm based in Anderson, IN. In addition to his advisory work, he owns and operates Monthly Financial Coaching LLC, a financial coaching business. Prior to his current roles, he has worked at NorthWest Financial Services and held various positions including at Uber and Premier Accounting Services. Sycomore Financial provides investment advisory and financial planning services to individual clients, focusing on retirement planning, tax considerations, estate planning, and small-business planning. The firm emphasizes passive, diversified portfolios with factor tilts and manages accounts on a non-discretionary basis, offering clients ongoing comprehensive planning or project-based engagements.

John Grimaldi Jr. is a financial advisor with Grimaldi Investment Services, LLC, holding a Series 63 designation and bringing 35 years of industry experience. He has been associated with Sycamore Financial Group since 1989. Grimaldi Investment Services, LLC provides discretionary investment management for individual investors, IRAs, trusts, estates, nonprofit corporations, corporate accounts, and pension and profit-sharing plans. The firm employs an eclectic investment approach with an emphasis on value and contrarian styles, using proprietary fundamental models alongside technical analysis to construct individualized portfolios.

Douglas Poling is the sole advisor at Poling Capital Management, LLC, an independent firm based in Yorktown, Indiana. He holds a Series 65 designation and has 24 years of industry experience, having led Poling Capital Management since its founding in 2001. Poling Capital Management provides fee-based portfolio and investment management services to individual and high net worth investors, retirement and charitable accounts, and trusts. The firm employs a long-term, risk-adjusted investment approach focused on traditional security analysis, minimizing turnover, and managing investments on a non-discretionary basis with client direction.

Charles Werckenthien is a ChFC® credentialed financial advisor with 35 years of industry experience. He is currently a principal at SecurEstate Financial Services Inc., where he has worked since 2020, following five years at Cambridge Investment Research. Werckenthien is also the owner and president of SecurEstate Financial Services, an RIA focused on investment advice, asset management, and financial planning. SecurEstate Financial Services provides advisory services to individual and high-net-worth clients, offering ongoing portfolio management, financial planning, and the selection of third-party advisers. The firm employs a long-term investment approach that integrates fundamental analysis, modern portfolio theory, and quantitative analysis across various asset classes.

Dipen Mehta is a financial advisor at Helix Wealth with 10 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including INVST, Inc., Valor Capital Management, and Prosperity Capital Advisors. Outside of advising, he is involved in entrepreneurial ventures such as developing retirement planning tools through MyRetirementPlan.AI, Inc., and operates other non-investment businesses. Helix Wealth provides advisory services to individuals, high-net-worth families, business owners, trusts, estates, charitable organizations, and institutional clients. The firm offers comprehensive wealth management, multi-family office services, investment management, retirement and pension consulting, tax planning, estate support, and educational seminars, with an investment approach that integrates fundamental analysis, asset allocation, and modern portfolio theory.

Lauren Werckenthien is a CFP® professional with nine years of experience in financial advising. She is a vice president and financial advisor at SecurEstate Financial Services and has previously worked at Cambridge Investment Research Advisors and Arcadis U.S., Inc. Werckenthien serves on the investment committee of the South Madison Community Foundation. SecurEstate Financial Services is a family-owned firm that provides portfolio management and financial planning to individual and high-net-worth clients. The firm uses a combination of fundamental and quantitative analysis along with modern portfolio theory to manage accounts predominantly on a discretionary basis with quarterly reviews.