William Lee Jones

William Bowers is the sole advisor at Bowers Capital Management in Georgetown, IN, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has led Bowers Capital Management since 2002. Bowers Capital Management serves individual investors, trusts, estates, and charitable organizations by providing discretionary asset management, ongoing investment advice, and limited financial planning. The firm employs a rules-based investment process that combines quantitative multi-factor models with fundamental, technical, and charting analysis, supplemented by margin and options strategies, focusing on long-term, diversified asset allocation.

Thomas Lockmund is a financial advisor at Silver Oak Securities, Incorporated with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Silver Oak Securities since 2021, following tenures at Royal Alliance and National Planning Corporation. He is also president of Thomas G. Lockmund, LLC, which focuses on marketing and sales of fixed annuities and securities. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of about 101 financial professionals and manages roughly $2.4 billion in discretionary assets. The firm offers a range of advisory programs with primarily discretionary, client-tailored investment management and operates as both a registered investment adviser and broker-dealer.

Brian Lahue is a CFP® professional with 19 years of industry experience, currently advising at RFG Advisory, LLC. He has held roles at Sweet Life Wealth Management and First Harrison Bank prior to joining RFG Advisory. Outside of his advisory work, Lahue serves on the board of Harrison County Arts and coaches high school boys track and field at Corydon Central High School. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to both proprietary and third-party investment strategies.

Jonathan Meador is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 65 and Series 66 credentials. Prior to joining Empower Financial Services, he worked at firms including Robinhood Markets and Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Casey Rice is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 23 years of industry experience. He has been with PNC investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account that uses algorithm-driven risk assessment and mutual funds or ETFs for portfolio implementation.

Billy Thomas is a financial advisor at Edward Jones with 39 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1985 and holds Series 63 and Series 66 licenses. 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 strategies supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.