Wendy Orpurt

Sue Allbaugh is a financial advisor with PNC Wealth Management in Logansport, Indiana, holding a Series 66 designation and 19 years of industry experience. She has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio strategy pilot designed for employees with existing PNC Bank online credentials. The firm uses algorithm-driven model selection and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Robert Kretz is a financial advisor at PNC Wealth Management with 26 years of industry experience. He has been with PNC Investments LLC since 2009 and holds a Series 66 designation. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses approved model strategies managed by PNC or third-party strategists and employs an algorithmic questionnaire to recommend investment risk bands.

Erin Campbell is a Series 66 licensed financial advisor with 18 years of industry experience. She has been with PNC Wealth Management since 2009. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an invitation-only employee pilot that uses algorithmic risk assessment and applies approved model strategies managed by PNC or third-party strategists.

David Workman is a financial advisor with LPL Financial in Logansport, Indiana, holding a Series 63 designation and 39 years of industry experience. He has been with LPL Financial since 1988. Outside of his advisory role, he has minor involvement in managing commercial office rental properties. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Matthew Jennings is a financial advisor with LPL Financial in Logansport, Indiana. He holds a Series 66 designation and has four years of industry experience. Prior to joining LPL Financial in 2021, he worked at Security Federal Savings Bank and held roles in retail and education. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a broad platform of investment options.

Tyra Walker is a financial advisor at Edward Jones with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.