David Brooks is a financial advisor at Brooks Investment Advisory Service in Seymour, Indiana, holding a Series 65 designation with 21 years of industry experience. He has worked at Irwin Union Bank and Trust since 1991. Brooks Investment Advisory Service provides continuous investment and portfolio management services to individuals, banks, thrift institutions, and trusts or estates, managing approximately $20.6 million in discretionary assets. The firm employs a buy-and-hold strategy with investment decisions made on a discretionary basis using both fundamental and technical analysis.

Benjamin Kuhlman is a financial advisor at Valentine Wealth Management in Seymour, IN. He holds a Series 66 designation and has been in the industry since 2023, previously working at Raymond James Financial Services and Cummins. Outside of advising, he operates a support company under the name Forman Investment Services. Valentine Wealth Management is an independent, fee-only advisory firm serving individual clients and plan sponsors with investment management, financial planning, and retirement plan consulting. The firm emphasizes tailored portfolios using a diversified, mainly passive approach based on Modern Portfolio Theory and also provides educational seminars and public speaking engagements.

Patrick Andrews is a CFP® with four years of experience in financial advising at WWA Planning & Investments. Before joining WWA Planning & Investments in 2021, he worked at Cummins, Inc for eight years. WWA Planning & Investments is a fee-only advisory firm serving individuals, including high-net-worth clients, retirement plans, and charitable organizations. The firm uses an evidence-based planning process integrated with portfolio management and offers services such as ESG screening, retirement readiness appraisals, and community educational seminars.

Jimmy Kemp is a financial advisor with McAvoy Kemp Wealth Management, LLC in Columbus, Indiana, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with McAvoy Kemp Wealth Management since 2007 and has been associated with Cambridge Investment Research, Inc. since 2001. Outside of advising, he is involved in local politics as a board member of the Brown County County Council and holds various roles within the Brown County Republican Party. McAvoy Kemp Wealth Management provides financial planning and portfolio management services to individual and high-net-worth clients, pension and profit-sharing plans, and trusts. The firm emphasizes individualized financial planning and asset allocation, managing accounts primarily on a discretionary basis with portfolios that commonly include mutual funds and ETFs.

John Eisenbarth is a financial advisor at Gladstone Wealth Partners with 27 years of industry experience. He holds a Series 63 designation and has worked at Gladstone Wealth Partners since 2021, as well as at Kessler Investment Group since 2010. Gladstone Wealth Partners is an enterprise firm with 107 advisors, serving clients through institutional advisory services and asset management.

Cheryl McAvoy is a financial advisor at McAvoy Kemp Wealth Management, LLC with 21 years of industry experience. She holds a Series 66 designation and has been with McAvoy Kemp Wealth Management since 2007. Outside of her advisory role, McAvoy serves as a board member for Columbus City Utilities and is the managing partner of Simon Media LLC. McAvoy Kemp Wealth Management provides financial planning and portfolio management services to individual and high-net-worth clients, as well as pension and profit-sharing plans and trusts. The firm manages approximately $63.8 million for around 110 clients, offering individualized financial planning and discretionary portfolio management with a focus on mutual funds and ETFs.

Craig Kessler is a financial advisor with Kessler Investment Group, LLC in Columbus, Indiana, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has worked at Gladstone Wealth Partners since 2020 while maintaining his role at Kessler Investment Group since 2009. Outside of advisory services, Kessler is president and sole owner of Kessler Property Group, LLC, which manages real estate holdings including the firm’s office. Kessler Investment Group provides discretionary portfolio management and financial planning to a diverse client base including individuals, ERISA plans, trusts, charitable organizations, and insurance companies. The firm employs an Active vs. Passive approach, blending passive allocations with sector-focused active management, and serves as a sub-adviser and program participant for third-party firms.

Jalene Hahn is a CFP® professional with 21 years of experience in financial advising, currently working at WWA Planning & Investments since 2015. She holds a Series 65 license and is based in Columbus, Indiana. Outside of her advisory role, she serves as a registration agent for a dormant LLC in an unpaid capacity. WWA Planning & Investments is a fee-only advisory firm that serves individuals, including high-net-worth clients, as well as retirement plans and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and educational workshops, with an evidence-based planning process integrated with portfolio management and optional ESG screening.

Matthew Rust is a financial advisor at Kessler Investment Group, LLC in Columbus, IN, holding a Series 65 designation with seven years of industry experience. He worked at Kessler Investment Group from 2014 to 2020 and rejoined the firm in 2024. Between these periods, he was employed at Century 21/Breeden Realtors from 2020 to 2024. Kessler Investment Group provides discretionary portfolio management and financial planning to a diverse client base, including individuals, ERISA retirement plans, trusts, and charitable organizations. The firm employs an Active vs. Passive investment approach that combines passive allocations with sector-focused active management and serves both retail and institutional clients.

Valentine Wealth Management was created to provide a high touch wealth management service for both personal and business finances clients that desire a proactive relationship that will maximize their ability to reach their goals. Where there are higher levels of complexity, we believe that we provide a higher value to our clients. We will dive deep into your goals and guide you through all financial decisions you face as well as accountability on implementation and execution.

Andrew Pajakowski is a financial advisor at WWA Planning & Investments with five years of industry experience. He holds a Series 65 designation and previously worked at Cummins, Inc. for 25 years. WWA Planning & Investments is a fee-only advisory firm serving individuals, including high-net-worth clients, as well as retirement plans and charitable organizations. The firm employs an evidence-based planning process integrated with portfolio management, offers ESG screening upon request, and provides targeted services for clients nearing retirement.

Megan Rynearson is a financial advisor at WWA Planning & Investments with Series 65 credentials and one year of industry experience. Prior to joining WWA Planning & Investments, she worked at Cummins, Inc. and held various roles at Ford Motor Company and Purdue University. WWA Planning & Investments is a fee-only advisory firm serving individuals, including high-net-worth clients, as well as certain retirement plans and charitable organizations. The firm offers comprehensive financial planning and portfolio management with an evidence-based approach that includes ESG screening and community educational seminars.

Margaret Kamman is a CFP® professional with eight years of experience, currently serving at Kirr, Marbach & Company, LLC since 2018. Prior to joining the firm, she worked at Cummins Engine Business and Cummins Emissions Solutions. Kirr, Marbach & Company, LLC provides discretionary portfolio management to individual, high-net-worth, and institutional clients, including corporate pension plans and a registered investment company. The firm employs a long-term, value-oriented equity strategy across market capitalizations and utilizes defined-maturity ETFs for fixed income allocations.

Zachary Greiner is a CFP® professional with eight years of industry experience. He is an Investment Advisor Representative at Kirr, Marbach & Company, LLC and a Registered Representative of Quasar Distributors LLC. His prior experience includes roles at Raymond James Financial Services Inc and MainSource Bank. Kirr, Marbach & Company, LLC provides discretionary portfolio management to individual, high-net-worth, and institutional clients using a long-term, value-oriented equity strategy supported by fundamental research. The firm also manages a mutual fund and third-party wrap-fee programs, focusing on clear allocation policies and formal trading and proxy-voting procedures.

Donald Michael is a financial advisor at IMC Advisors, LLC in Columbus, Indiana, holding a Series 65 designation with 23 years of industry experience. He has been with IMC Advisors since 2002. He is also an officer of Irwin Management Company, Inc., an inactive family office affiliated with the Miller family since 1977. IMC Advisors, LLC provides discretionary and non-discretionary investment supervisory services and financial planning to individuals, including high-net-worth clients, and charitable organizations. The firm manages approximately $510 million across about 108 client accounts, employing a multi-faceted investment approach that includes fundamental, technical, quantitative, and qualitative analysis combined with asset allocation and due diligence on third-party managers.

Matthew Kirr is a partner and Director of Client Service at Kirr, Marbach & Company, LLC with 25 years of industry experience. He has been with Kirr, Marbach & Company since 2005 and has worked with Quasar Distributors, LLC since 2006. Kirr, Marbach & Company provides discretionary portfolio management to individual, high-net-worth, and institutional clients, including corporate pension plans, foundations, endowments, and a registered investment company. The firm employs a long-term, value-oriented equity strategy through a proprietary All-Cap Value approach, supplemented by defined-maturity ETFs and corporate fixed income management.

Jody Littrell is a financial advisor at IMC Advisors, LLC in Columbus, Indiana, holding a Series 65 designation with 12 years of industry experience. Littrell has been with IMC Advisors since 2014. IMC Advisors provides discretionary and non-discretionary investment supervisory services and financial planning to individuals, including high-net-worth clients, and charitable organizations. The firm combines multiple analytical approaches and active instruments in its investment process and manages approximately $510 million across about 108 client accounts.

Mark Foster is a CFA® charterholder with 26 years of industry experience. He has been with Kirr, Marbach & Company, LLC since 1987, where he is part of a seven-advisor team based in Columbus, Indiana. Kirr, Marbach & Company, LLC provides discretionary portfolio management to individual, high-net-worth, and institutional clients, including corporate pension plans, foundations, and an open-end registered investment company. The firm uses a long-term, value-oriented equity strategy across all market capitalizations, supported by fundamental research, and has incorporated defined-maturity ETFs for fixed income since 2018.

David Kirr is a CFA® charterholder with 26 years of industry experience. He has been with Kirr, Marbach & Company, LLC since 1975. Kirr, Marbach & Company, LLC provides discretionary portfolio management to individual, high-net-worth, and institutional clients using a long-term, value-oriented equity strategy across all market capitalizations. The firm also manages fixed income allocations through defined-maturity ETFs and acts as adviser to a mutual fund as well as a portfolio manager for third-party wrap-fee programs.

Suping Pan is a financial advisor at IMC Advisors, LLC with 18 years of industry experience. She holds the Series 65 designation and has been with IMC Advisors since 2005. IMC Advisors, LLC provides discretionary and non-discretionary investment supervisory services and financial planning to individuals, including high-net-worth clients, and charitable organizations. The firm’s investment approach incorporates fundamental, technical, quantitative, and qualitative analysis, along with asset allocation and due diligence on third-party managers.