Thomas Strange IV

Bruce Roberts is the sole advisor at Regal Capital Management, Inc., an independent firm based in Bedford, Indiana. He holds a Series 63 designation and has 23 years of industry experience. Since 2016, Roberts has also been involved with Calvary Missionary Church. Regal Capital Management provides personalized investment advice, portfolio structuring, asset allocation, and financial planning services to individuals, high-net-worth clients, trusts and estates, charitable organizations, and pension or profit-sharing plans. The firm emphasizes traditional, long-term investment strategies and routinely works with institutional-style clients and plan sponsors, complementing its service to charitable organizations.

Douglas Johnson is a CFP® with 40 years of industry experience, currently serving at J.W. Cole Advisors, Inc. since 2015. His prior roles include positions at Comprehensive Financial Consultants Institutional, Inc. and JA Benefits, LLC. Outside of his advisory work, he is a managing member of several holding companies and is involved in a care advocacy and advisory organization. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a network of more than 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Michael Fidler is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with J. W. Cole Advisors and related entities since 2013 and also works with Comprehensive Financial Consultants Institutional, Inc. since 2014. Outside of his advisory role, he is a minor owner and officer in his wife's silk screen embroidery business, where he occasionally assists. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on a discretionary or non-discretionary basis.

Jeremy Payton is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL from 2020 to 2023 and at Edward Jones from 2016 to 2020. Outside of his advisory work, he coaches girls junior varsity basketball and baseball at Paoli Junior High School and serves as a deacon at Paoli Christian Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

James Bellush is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Edward Jones for 24 years before joining LPL Financial in 2023. Outside of his advisory role, he is involved with Vested Enterprises LLC and provides bookkeeping and logistics support through Inthezone LLC. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team that develops model portfolios and provides a range of investment solutions tailored to client needs.

Raven Woodward is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, Raven worked at Intuit, Goodwill, JP Morgan Chase, and World Finance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices across the country.