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 is the sole advisor at Grimaldi Investment Services, LLC in Yorktown, Indiana, with 34 years of industry experience. He holds a Series 63 designation and has worked at Sycamore Financial Group since 1989. Grimaldi Investment Services provides discretionary investment management to individual investors, trusts, estates, nonprofit corporations, and corporate accounts, as well as pension and profit-sharing plans. The firm uses an eclectic investment approach emphasizing value and contrarian styles, combining proprietary fundamental models and technical analysis to build individually managed 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.

David Gilliam is a financial advisor at David P. Gilliam & Associates, Inc. in Muncie, IN, with 39 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 1994 before founding his own firm in 2016. His outside activities include operating his advisory business as a hybrid RIA and offering financial plans on an hourly basis. David P. Gilliam & Associates, Inc. provides financial planning and portfolio management primarily for individuals, including high-net-worth clients, as well as corporations, charities, and retirement plans. The firm combines custom discretionary strategies with third-party advisory programs through LPL Financial, employing technical analysis and allowing clients to impose written investment restrictions.

Dipen Mehta is a financial advisor at Helix Wealth with 10 years of industry experience. His previous roles include positions at INVST, Inc., Valor Capital Management, and Prosperity Capital Advisors. Outside of advisory work, he is involved in developing retirement planning tools through MyRetirementPlan.AI, Inc. and operates several other businesses unrelated to investments. 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 plan consulting, tax planning oversight, estate planning support, concierge administrative services, and educational programming. Investment decisions are based on fundamental analysis, asset allocation, and modern portfolio theory, with a focus on long-term discipline and tax-sensitive implementation.