Grant Evans is a financial advisor at True North Wealth with eight years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, Edward Jones, Charles Schwab, and ALPS Company. Outside of finance, he owns Evans Basketball Academy, providing basketball lessons and fitness coaching. True North Wealth serves individual clients and employer-sponsored retirement plans, offering investment management, financial planning, retirement plan consulting as a 3(21) fiduciary, and educational seminars. The firm employs an investment approach based on asset allocation and modern portfolio theory, utilizing both passive and active vehicles, and is notable for providing pension consulting and educational services uncommon among similar independent advisors.

Kevin Addington is a financial advisor with Edward Jones in Winchester, IN, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Edward Jones since 2017 and previously worked at Raymond James Financial Services Advisors Inc. and MainSource Bank from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Matthew Haney is a financial advisor at Edward Jones with 15 years of industry experience. He has held the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.