Treavor Dodsworth is a CFP®-certified financial advisor with 10 years of industry experience. He is the principal of Sycomore Financial, an independent advisory firm based in Anderson, IN. In addition to his advisory work, he owns and operates Monthly Financial Coaching LLC, a financial coaching business. Prior to his current roles, he has worked at NorthWest Financial Services and held various positions including at Uber and Premier Accounting Services. Sycomore Financial provides investment advisory and financial planning services to individual clients, focusing on retirement planning, tax considerations, estate planning, and small-business planning. The firm emphasizes passive, diversified portfolios with factor tilts and manages accounts on a non-discretionary basis, offering clients ongoing comprehensive planning or project-based engagements.

John Grimaldi is the sole advisor at Grimaldi Investment Services, LLC in Yorktown, Indiana, with 34 years of industry experience. He holds a Series 63 designation and has worked at Sycamore Financial Group since 1989. Grimaldi Investment Services provides discretionary investment management to individual investors, trusts, estates, nonprofit corporations, and corporate accounts, as well as pension and profit-sharing plans. The firm uses an eclectic investment approach emphasizing value and contrarian styles, combining proprietary fundamental models and technical analysis to build individually managed portfolios.

Douglas Poling is the sole advisor at Poling Capital Management, LLC, an independent firm based in Yorktown, Indiana. He holds a Series 65 designation and has 24 years of industry experience, having led Poling Capital Management since its founding in 2001. Poling Capital Management provides fee-based portfolio and investment management services to individual and high net worth investors, retirement and charitable accounts, and trusts. The firm employs a long-term, risk-adjusted investment approach focused on traditional security analysis, minimizing turnover, and managing investments on a non-discretionary basis with client direction.

David Gilliam is a financial advisor at David P. Gilliam & Associates, Inc. in Muncie, IN, with 39 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 1994 before founding his own firm in 2016. His outside activities include operating his advisory business as a hybrid RIA and offering financial plans on an hourly basis. David P. Gilliam & Associates, Inc. provides financial planning and portfolio management primarily for individuals, including high-net-worth clients, as well as corporations, charities, and retirement plans. The firm combines custom discretionary strategies with third-party advisory programs through LPL Financial, employing technical analysis and allowing clients to impose written investment restrictions.

Samuel Campbell is a financial advisor at David P. Gilliam & Associates, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at LPL Financial and Thrivent Financial. Outside of his advisory role, he serves on the boards of the Martin Riverside Society and Sigma Phi Epsilon AVC in Muncie, Indiana. David P. Gilliam & Associates, Inc. provides financial planning and portfolio management primarily for individuals, including high-net-worth clients, as well as corporations, charities, and retirement plans. The firm combines custom discretionary strategies with LPL-managed programs and employs technical analysis in security selection, offering both discretionary and non-discretionary portfolio management options.

Chad Gilliam is a financial advisor with David P. Gilliam & Associates, Inc. in Muncie, Indiana, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with David P. Gilliam & Associates since 2016 and also maintains an affiliation with LPL Financial dating back to 2010. David P. Gilliam & Associates, Inc. provides financial planning and portfolio management services primarily for individuals, including high-net-worth clients, as well as corporations, charities, and retirement plans. The firm employs a combination of custom discretionary strategies and LPL-managed programs, incorporating technical analysis and offering clients options for discretionary and non-discretionary portfolio management.

Bruce Cain is a financial advisor at Founders Financial Securities LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Founders Financial Securities and Richard Overdorf & Associates since 2016. Outside of his advisory work, he serves as president of Well-Mac Farming Inc., a farming business. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of investment programs and fiduciary retirement plan services, utilizing both traditional and non-traditional delivery methods such as subscription-based retirement education and co-advised wealth management solutions.

Adam Mc Henry is a ChFC® credentialed advisor with 17 years of industry experience, currently with Bankers Life Advisory Services, Inc. since 2016. He has prior experience at ProEquities, Inc. and has also served as an insurance agent with Bankers Life & Casualty, Inc., focusing on non-variable insurance and annuity products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, emphasizing customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

Robert Donati is a financial advisor with Bankers Life Advisory Services, Inc., holding the ChFC® designation and Series 63 license. He has 26 years of industry experience and has worked with firms including Proequities, Inc. and Bankers Life Securities, Inc. Donati serves as a board member for Muncie Endurathon, Inc., a charitable organization focused on athletics. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, emphasizing customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis in its investment approach.

Rebecca Mc Ardle is a financial advisor at Bankers Life Advisory Services, Inc. with Series 63 and Series 66 licenses and over 15 years of industry experience, including roles at Charles Schwab & Co., Inc. and Charles Schwab Bank. She has been with Bankers Life Advisory Services since 2026. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and offers both wrap and non-wrap programs.

Ashley Hansard is a CFP® professional with six years of experience in financial advisory, currently with Creative Planning since 2020. Prior to that, Ashley worked at Miller Financial Management, LLC for four years and at Ardagh Group for four years. Ashley is based in Muncie, IN. Creative Planning provides comprehensive investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated businesses that extend beyond traditional advisory services.

Lesta Andersen is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. She has worked at Lincoln Investment since 2017 and previously at Legend Equities Corporation for five years. In addition to her advisory role, she prepares tax returns for a small number of clients. Lincoln Investment is an SEC-registered adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves a diverse client base including individuals, employers, retirement plan participants, charitable organizations, and corporations, offering a combination of advisor-managed portfolios, third-party strategies, and comprehensive financial planning services.

Brandt Karnes is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. His prior roles include positions at Tyler Wealth Management and Dennis Wenger & Abrell. He is also a Notary Public and a fixed insurance agent through Tyler Wealth Management. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing risk-tolerance questionnaires, asset allocation software, and portfolio optimization tools to manage investments across various asset classes and program structures.

John Hooker is a CFP®-designated financial advisor with Edward Jones, based in Anderson, IN, with 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory work, he is the owner of a commercial property management business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies supported by a large network of financial advisors and branch offices nationwide.

Tatiana Daniels is a financial advisor at Fidelity with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity since 2021. Outside of her advisory role, Daniels creates and sells original artwork under the name Art by Tatiana Bailey. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and systematic portfolio construction across mutual funds, ETFs, and ETPs.

Kimberly Morse is a financial advisor at Stifel with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory role, she serves as a Notary Public. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support client decision-making on asset allocation and financial planning.

Hellen Justus is a financial advisor with LPL Financial in Alexandria, Indiana, holding Series 63 and Series 66 licenses and 24 years of industry experience. She previously worked at E.K. Riley Investments, LLC for five years before joining LPL Financial in 2020. Outside of her advisory role, she is involved with a local bank’s installation of an ATM machine at a property she manages. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Dana Stallings is a financial advisor with Cetera, holding a Series 66 designation and 20 years of industry experience. Prior to joining Cetera, Stallings worked at American Portfolios Financial Services, Inc. and First Allied Advisory Services. Outside of advising, Stallings serves as president of Stallings Wealth Management and holds board roles with the National Association of Insurance and the Heart of Indiana United Way, as well as involvement with the Community Foundation of Muncie & Delaware County. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, fiduciary, and retirement services, utilizing a mix of advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions.

Travis Callaway is a CFP® professional with 25 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Raymond James & Associates and has served as the head girls track and field coach at New Castle Community Schools, where he develops and implements training programs for student athletes. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in an IPS-driven, modern portfolio theory approach. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Paul Church is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Stifel since 2020. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and nonprofit organizations. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to deliver asset allocation and planning analyses, with clients maintaining discretion over implementation.