Theresa Schwering

James Stewart is a financial advisor at Stifel Independent Advisors, LLC with 27 years of industry experience. He holds the Series 66 credential and has been with Stifel Independent Advisors since 2003. Outside of his advisory role, Stewart coaches high school basketball and is involved in managing family farm trusts and a limited liability company focused on purchasing and renovating foreclosed homes. Stifel Independent Advisors serves a diverse client base, including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services. The firm employs a collaborative planning process that incorporates proprietary market analysis to create tailored asset allocation recommendations.

Garvis Owens is a financial advisor with IPI Wealth Management, Inc. in Greensburg, IN, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked at Investment Planners Inc since 2021 and previously at Hardwick Capital Management, LLC from 2016 to 2020. Owens is also a voting member on the Finance and Golf Tournament Committees of the Greensburg Decatur County Chamber of Commerce. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans, offering portfolio management, financial planning, and access to third-party manager programs. The firm employs an open-architecture investment platform with proprietary risk-based models and utilizes outsourced operational services to support trade execution, reporting, and fee facilitation.

Rebecca Mc Lean is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 credentials and 36 years of industry experience. She previously worked at Fifth Third Securities for six years before joining Huntington in 2022. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm operates an open-architecture, model-driven platform combining third-party and proprietary investment models, overseeing approximately $6.3 billion in assets across nearly 400 advisors.

Jason Frey is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and 12 years of industry experience. He has been with Money Concepts since 2013 and also serves as President and owner of Tri-County Financial, a tax preparation and accounting firm. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. As an enterprise firm with over 400 advisors, MCAS offers multiple managed programs using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Loree Crowe is a financial advisor at Fifth Third Securities, Inc. with four years of industry experience. She holds Series 63 and Series 65 designations and has worked at Fifth Third Securities since 2021 and Fifth Third Bank since 2018. Outside of her advisory role, Crowe is involved in dog breeding. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers with advisor-managed options, featuring services such as direct indexing and a tax-overlay service.

Steven Dudley is a financial advisor at Money Concepts Capital Corp in Batesville, IN, holding a Series 66 designation with one year of industry experience. Prior to his advisory role, he spent 11 years at Kasco Mfg Inc. He is also employed at Tri County Financial LLC, where he prepares individual tax returns during tax season. Money Concepts Advisory Service (MCAS) serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations through portfolio management, financial planning, and consulting. The firm employs a variety of managed programs and investment strategies, combining model portfolios, IAR-designed portfolios, and third-party sub-advisers.