William Roger Washburn

Yu Zhou is a CFA® charterholder based in Newburgh, Indiana, with six years of industry experience. He has held a long-term role at Mead Johnson Nutrition since 2008. ZYC Investment LLC provides portfolio management, financial planning, and retirement plan and employee benefit consulting services. The firm serves both individual and institutional clients, combining pension consulting with wealth management and employs a multi-disciplinary investment process overseen by an investment committee.

Justin Naab is the principal of Summit Investments, Inc. in Newburgh, Indiana, holding a Series 65 credential and bringing 28 years of industry experience. He has been with Summit Investments since 1996. Summit Investments, Inc. provides customized investment management services primarily to individual clients, managing approximately $6.55 million on a discretionary basis. The firm’s investment approach is long-term, focusing on risk-adjusted returns tailored to client objectives using fundamental analysis, with assets invested in domestic and international stocks, bonds, mutual funds, and ETFs.

Erik Goodge is a CFP® with 10 years of industry experience. He is the owner of uVest Advisory Group, LLC, where he has worked since 2018. His prior experience includes roles at Origin Financial and Endress Capital Management, as well as a position at the University of Evansville. uVest Advisory Group provides financial planning and portfolio management to individuals, high-net-worth clients, small businesses, and retirement plan sponsors. The firm emphasizes passive, long-term portfolio construction using diversified ETFs and individual stocks, and offers services such as educational workshops, retirement-plan services, and specialized advice including divorce planning and business consultation.

Elizabeth Allison is a financial advisor at Gates Investment Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked for Evansville Teachers FCU for 11 years. Outside of advising, she is also an insurance agent involved in life and annuity insurance sales through Gates Financial Services, LLC. Gates Investment Advisors provides personalized investment management and financial planning services primarily to individual and high-net-worth clients. The firm employs a goal-based investment approach and combines fundamental, technical, and cyclical analysis to tailor portfolio management and financial recommendations.

Gary Gates is a financial advisor at Gates Investment Advisors, LLC with 19 years of industry experience. He holds a Series 65 designation and has been involved with Gates Investment Advisors since 2007 and Gates Financial Services, LLC since 2012. Outside of advisory services, he is also active as an insurance agent and provides tax preparation services. Gates Investment Advisors offers personalized investment management and financial planning primarily to individual and high-net-worth clients. The firm employs a goal-based investment approach that incorporates fundamental, technical, and cyclical analyses, with portfolio reviews conducted regularly and custodians selected for execution and reporting quality.

Thomas Lynch is a financial advisor with LYNCH & Associates in Newburgh, IN, holding a Series 63 designation and 27 years of industry experience. He has been with LYNCH & Associates since 1994. Lynch also serves as a trustee for the Anthem Trust Fund. LYNCH & Associates provides discretionary and non-discretionary investment advisory and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and qualitative analysis to implement various investment strategies, including the use of margin in managed accounts.