Justin Truell is the sole advisor at Truell Financial LLC, an independent firm based in Ellettsville, Indiana. He holds a Series 65 designation and has three years of industry experience. Prior to founding Truell Financial, he worked in various roles including positions at GO Express Travel and Bloomington Transit. Outside of his advisory work, he is employed on a second shift at Cook Medical Group. Truell Financial LLC provides tailored investment advisory and financial planning services to individuals, trusts, estates, and retirement plans. The firm employs a range of analytical approaches and asset-allocation strategies, offering discretionary asset management that includes active use of margin, options, and futures, and serves both retail and non-retail clients such as pension and profit-sharing plans.

Zhuohua Huang is a CFA charterholder and principal of Mulberry Investors LLC with five years of industry experience. He has worked at Indiana University Kelley School of Business since 2022 and previously spent five years with the Indiana Public Retirement System. Outside of his advisory role, he serves as chairman of Huang Associates LLC, a consulting and e-commerce business. Mulberry Investors LLC provides discretionary investment management primarily focused on U.S. and Greater China equities for individual and high-net-worth clients. The firm employs a value-oriented, concentrated strategy with a particular emphasis on Greater China markets, managing a small number of accounts through recommended custodians that facilitate trading in Hong Kong and Mainland China.

Ryan Skaggs is a financial advisor at The Shield Finance in Bloomington, IN, holding a Series 65 credential. He provides financial education, coaching, and investment advisory services with a focus on first responders and their families. The Shield Finance offers fee-only financial education and planning services tailored to public safety professionals, delivering primarily non-discretionary investment management alongside financial coaching and educational seminars. The firm emphasizes asset allocation and modern portfolio principles while offering flexible planning engagements based on career life stage and project scope.

John Burton is a financial advisor with Above & Beyond Investments, LLC in Bloomington, IN, holding a Series 65 designation and 10 years of industry experience. He also owns and manages Liberty Tax Service and works as an independent insurance agent through The Burton Group, selling various insurance products including fixed annuities and life insurance. Above & Beyond Investments, LLC is a solo registered investment adviser serving individuals, small businesses, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and qualified plan consulting, utilizing fundamental analysis and a combination of long- and short-term strategies tailored to each client’s goals and risk tolerance.

Zachary Rader is a financial advisor at Beacon Financial Planning in Bloomington, IN. He holds a Series 65 designation and has been with Beacon Financial Planning since 2025. Prior to his advisory role, he worked at Target, Inc. as a specialty sales consultant and has experience teaching at Global Vision Christian School in South Korea. Beacon Financial Planning provides fee-only financial planning and customized investment management to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a tactical allocation approach with fundamental and cyclical analysis and offers a hybrid advisory model combining fixed-fee and hourly planning with asset-based management.

Brian Werth is a financial advisor at McAvoy Kemp Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with McAvoy Kemp Wealth Management and Cambridge Investment Research, Inc. since 2010. Outside of his advisory role, Werth is involved in continuing education and licensing instruction through A.D. Baker & Co., LLC and works as an independent insurance agent for various companies. 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 delivers advice through individualized financial planning and asset allocation recommendations, managing accounts primarily on a discretionary basis.

Daniel Hays is a financial advisor at Cfci with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., and Comprehensive Financial Consultants Institutional since 2005. Outside of his advisory role, he serves as President of the Board for the Northside Exchange Club and is President Elect of the Indiana District for The National Exchange Club. Cfci is a multi-advisor firm managing approximately $515 million in discretionary assets across 1,108 client accounts. The firm provides discretionary portfolio management and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities, using model portfolios and third-party advisers as part of its investment approach.

Dean Wells is a financial advisor at Modern Capital Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Liberty Partners Capital Management, LLC and Liberty Partners Financial Services, LLC since 2011. Outside of his advisory work, he has engaged in selling Medicare supplement and Medicare Advantage plans. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, pension plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach, combining passive index funds and ETFs with actively managed funds or third-party managers to build globally diversified portfolios.

Shawn Force is a financial advisor at Wellington Investment Advisors with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network and Private Client Services LLC. He is based in Bloomington, IN. Wellington Investment Advisors provides discretionary and non-discretionary portfolio management and written financial planning to individuals, charitable organizations, corporations, and other business entities. The firm serves approximately 375 clients with a team of five advisors and manages about $233.4 million in discretionary assets, tailoring portfolios to client objectives using a combination of fundamental and technical analysis, Modern Portfolio Theory, and various investment strategies.

Joshua Norris is a financial advisor at Cfci with six years of industry experience. He holds a Series 65 designation and has been with Comprehensive Financial Consultants since 2015. In addition to his advisory role, he works as an independent insurance agent in Bloomington, Indiana. Cfci is a multi-advisor firm serving individual clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and consulting services, utilizing model portfolios and third-party advisers across a broad range of investment vehicles.

Matthew Nigg is a financial advisor at Quartz Partners Investment Management with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Etico Partners, LLC, Etico Wealth Management LLC, and Dinosaur Securities, L.L.C. Outside of advisory roles, he is a sales representative for Grand Ave Pharmacy in Pflugerville, Texas. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries, offering model-based investment management through various platforms and portfolios driven by a combination of macro analysis and stock selection.

Rodney Holloway is a financial advisor with Cfci in Bloomington, IN, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He has been with Comprehensive Financial Consultants since 1996 and their institutional division since 2004. Cfci is a multi-advisor firm serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses with discretionary portfolio management, financial consulting, and pension consulting. The firm uses model portfolios and third-party advisers across a broad range of investment vehicles, managing approximately $515 million in discretionary assets for over 1,100 client accounts.

Paul Bullock is a financial advisor at Wellington Investment Advisors with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Advisors Financial Network and Private Client Services. Outside of advisory work, he is CEO of Wellington Yacht Charters, LLC, a yacht charter business. Wellington Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm serves approximately 375 clients with a team of five advisors, managing $233.4 million in discretionary assets as of December 31, 2024.

Mark Adams is a CFP® with 11 years of industry experience, currently serving at DBS Investment Advisers, LLC. His prior roles include positions at Thrivent Advisor Network, Financial Life Advisors, and American United Life. He is a board member of Sycamore Land Trust. DBS Investment Advisers provides investment advisory services to individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting. The firm employs diversified allocations using mutual funds and ETFs, applying Modern Portfolio Theory concepts with both discretionary and non-discretionary management.

Jared Crow is a financial advisor with Cfci, holding a Series 66 designation and four years of industry experience. He has worked at J.W. Cole Financial, Inc., J.W. Cole Advisors, Inc., and First Horizon Bank. Cfci is a multi-advisor firm managing approximately $515 million in discretionary assets across about 1,108 client accounts. The firm serves individual clients, retirement plans, trusts, estates, charitable organizations, and business entities, employing model portfolios and third-party advisers as part of its investment approach.

Matthew Krugman is a CFP® with two years of industry experience, currently serving as a financial advisor at Wellington Investment Advisors in Indianapolis, IN. His prior experience includes roles at LPL Financial LLC, Csenge Advisory Group, and Lion Street Financial. Wellington Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, charitable organizations, corporations, and other business entities. The firm manages approximately $233.4 million in discretionary assets for around 375 clients through a team of five advisors, tailoring portfolios using a combination of fundamental and technical analysis as well as Modern Portfolio Theory.

Benjamin Pogorelc is a financial advisor with Wellington Investment Advisors in Bloomington, IN. He holds a Series 65 designation and has one year of industry experience. Prior to joining Wellington, he worked in various roles at Indiana University, including the Kelley School of Business and the O'Neill Masters Program Office. Outside of his advisory work, he manages and maintains Airbnb rental properties through StayBtown LLC. Wellington Investment Advisors offers portfolio management and financial planning services to individuals, charitable organizations, and businesses. The firm customizes investment strategies based on client objectives and risk tolerance, employing fundamental and technical analysis alongside Modern Portfolio Theory across multiple asset classes.

Katrina Bullock is a financial advisor at Wellington Investment Advisors with a Series 65 credential and three years of industry experience. She previously worked at the IU School of Medicine for six years. Outside of her advisory role, she serves as President of Wellington Yacht Charters, LLC, a yacht charter business based in Zionsville, Indiana. Wellington Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, charitable organizations, corporations, and other business entities. The firm manages approximately $233.4 million in discretionary assets and serves around 375 clients through a team of five advisors, tailoring portfolios using a combination of fundamental and technical analysis, Modern Portfolio Theory, and a mix of long- and short-term strategies.

Douglas Ummel is a CFP® professional with 27 years of experience in financial advising. He is currently with Wellington Investment Advisors and Private Client Services LLC, where he has worked since 2016. Prior to that, he spent five years at Wells Fargo Advisors Financial Network LLC. Outside of his advisory work, he serves as chairman of the Deacon’s Board at Trinity Reformed Church and acts as co-trustee of a relative’s testamentary trust. Wellington Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as charitable organizations and businesses. The firm customizes portfolios based on client objectives and risk tolerance, employing methods such as fundamental and technical analysis and Modern Portfolio Theory across various asset classes.

Josiah Fornelli is an advisor at Wellington Investment Advisors with a Series 65 credential and experience beginning in 2024. His prior roles include positions at Sovereign Tap and Oberweis, as well as work outside the financial industry before entering advisory services. Wellington Investment Advisors manages discretionary and non-discretionary portfolios and provides written financial planning for individuals, charitable organizations, and businesses. The firm uses a combination of fundamental and technical analysis, Modern Portfolio Theory, and diversified investment strategies tailored to client objectives and risk tolerance.