Eric Ball is a CFA® charterholder with 27 years of industry experience. He is affiliated with America First Investment Advisors LLC in Middlebury, IN, where he has worked since 1997. America First Investment Advisors provides discretionary portfolio management and financial planning services to individuals, employee benefit plans, trusts, estates, and charitable organizations. The firm follows a value-oriented equity process emphasizing balance sheet strength, cash flow, and management capital allocation, typically holding 15–25 equity positions when fully invested.

Andrew Holloway is a financial advisor at America First Investment Advisors LLC with two years of industry experience. He holds a Series 65 credential and previously worked at Agile Sports Technologies, Inc. and Deloitte & Touche LLP. Holloway is a licensed certified public accountant but currently does not provide CPA services outside of his role at the firm. America First Investment Advisors offers discretionary portfolio management and financial planning for individuals, employee benefit plans, and other entities. The firm uses a value-oriented equity process focused on balance sheet strength, cash flow, and management capital allocation, typically managing portfolios with 15–25 equity positions or ETFs for smaller accounts.

Katerina Wiese is a CFP® with 18 years of industry experience and is currently with America First Investment Advisors LLC, where she has worked since 2008. She is the sole owner of a childcare and preschool business, Little Red School House Childcare and Preschool. America First Investment Advisors provides discretionary portfolio management and financial planning primarily for individuals, employee benefit plans, and charitable organizations. The firm follows a value-oriented equity process and manages portfolios using individual stocks, fixed-income investments, and ETFs.

Amy Byrne is a financial advisor at America First Investment Advisors LLC with seven years of industry experience. She holds a Series 65 designation and has worked at America First since 2018, following a nearly three-decade career at Westchester Capital Management. America First Investment Advisors provides discretionary portfolio management and financial planning for individuals, employee benefit plans, trusts, estates, charitable organizations, and other entities. The firm employs a value-oriented equity approach focused on balance sheet strength, cash flow, and management capital allocation, primarily investing in individual stocks, fixed-income securities, and money-market funds.

Matthew Holloway is a CFP® with 18 years of experience in the financial industry. He currently serves as an advisor at America First Investment Advisors LLC, a firm he has been with since 2014. America First Investment Advisors provides discretionary portfolio management and financial planning services to individuals, employee benefit plans, trusts, estates, charitable organizations, and other entities. The firm employs a value-oriented equity approach focusing on balance sheet strength, cash flow, and management capital allocation, typically holding 15–25 equity positions when fully invested.

Stephen Perry is a financial advisor at America First Investment Advisors LLC in Omaha, NE. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining America First Investment Advisors, he worked at Spreetail and FNBO. America First Investment Advisors provides discretionary portfolio management and financial planning for individuals, employee benefit plans, trusts, estates, charitable organizations, and other entities. The firm follows a value-oriented equity process and typically manages portfolios with 15 to 25 equity positions, using ETFs or no-load mutual funds for smaller accounts.

Barry Dunaway is a CFA® charterholder with 26 years of industry experience. He has been with America First Investment Advisors LLC since 2004 and holds a Series 63 license. He is based in Omaha, NE, and works within a seven-advisor team at the firm. America First Investment Advisors provides discretionary portfolio management and financial planning services for a range of clients, including individuals, employee benefit plans, trusts, estates, and charitable organizations. The firm follows a value-oriented equity approach, primarily investing in individual stocks, fixed-income securities, and money-market funds, often using exchange-traded funds for fixed-income exposure.