Aaron Smith is a financial advisor at Smith Financial with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Mercap Securities, LLC since 2014 while maintaining a long tenure with Smith Financial Corp beginning in 1993. Outside of his advisory role, Smith serves as an investment committee member for the Community Foundation of Howard County, vice president of development for the Boy Scouts of America Sagamore Council, treasurer of the Rotary Club of Kokomo, and is the proprietor of Aaron Smith Law Services. Smith Financial serves individual investors, including high net worth clients, as well as retirement plans, charitable foundations, and other institutional clients. The firm offers investment supervisory services, financial planning, retirement-plan consulting, insurance review, estate planning, and business consulting, utilizing long-term, risk-based portfolios primarily composed of mutual funds and ETFs.

Blake Brutus is a CFP® and holds a Series 65 license, currently with Smith Financial in Kokomo, IN. He has six years of industry experience, including previous roles at Aetna-Continental Life Insurance and Logo USA. He has been with Smith Financial since 2019. Smith Financial serves individual investors, including high net worth clients, as well as retirement plans, charitable foundations, and other institutional clients. The firm emphasizes long-term, risk-based portfolio management using mutual funds and ETFs, guided by Modern Portfolio Theory and customizable model allocations.

Richard Smith is a ChFC®-designated financial advisor with 40 years of industry experience. He is president of Smith Financial Investment Advisors, Inc. and has worked at Mercap Securities, LLC since 2014. Smith is also involved as a board member and finance committee member of the Community Foundation of Howard County and participates in fundraising efforts for the YMCA of Kokomo. Smith Financial Investment Advisors, Inc. provides investment supervisory services and comprehensive financial planning to individuals, retirement plans, charitable institutions, foundations, and endowments. The firm constructs long-term, risk-based portfolios primarily using mutual funds and ETFs, employing Modern Portfolio Theory and customized portfolios to address client tax needs, cash flow, and risk tolerance.