William Bowers is the sole advisor at Bowers Capital Management in Georgetown, IN, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has led Bowers Capital Management since 2002. Bowers Capital Management serves individual investors, trusts, estates, and charitable organizations by providing discretionary asset management, ongoing investment advice, and limited financial planning. The firm employs a rules-based investment process that combines quantitative multi-factor models with fundamental, technical, and charting analysis, supplemented by margin and options strategies, focusing on long-term, diversified asset allocation.

Ethan Adams is a financial advisor at Brookstone Financial with eight years of industry experience. He holds a Series 65 credential and has worked at firms including New Genesis Wealth Management LLC and USFeds LLC. Outside of his advisory role, Adams owns a small remodeling company, New Genesis Custom Builders LLC. Brookstone Financial is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and charitable organizations, managing approximately $76.9 million in discretionary assets. The firm offers discretionary asset management, financial planning, and retirement plan services, tailoring portfolios to clients’ goals using a mix of analytical methods and often utilizing sub-advisors or third-party managers.

Seth Stewart is a financial advisor at Brookstone Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Center Street Securities and PMB Capital Management. Outside of advisory work, he is involved in several business ventures including serving as president of Brookstone Development, LLC, which focuses on real estate development, and operating an athlete NIL agency. Brookstone Financial is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and charitable organizations. The firm manages approximately $76.9 million in discretionary assets and offers services including asset management, financial planning, and retirement plan consulting, employing a range of analytical methods and utilizing sub-advisors and third-party managers.

Tammi Dauby is a financial advisor at Brookstone Financial with 21 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at LaSalle St Investment Advisors, INVEST Financial Corp., and L&N Federal Credit Union. Brookstone Financial is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and charitable organizations. The firm manages approximately $76.9 million in discretionary assets and offers services including asset management, financial planning, and retirement plan consulting, employing a variety of analytical methods and sub-advisors to tailor portfolios to client goals.

Jermetria White is a financial advisor at Brookstone Financial with a Series 65 designation and four years of industry experience. She has worked at Brookstone Financial since 2019 and has additional experience managing finance operations at an RV dealership. Outside of advising, she is involved in residential real estate investing through a partnership in Pat's Buzy Bees Properties, LLC. Brookstone Financial is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and charitable organizations. The firm manages approximately $76.9 million in discretionary assets across four advisors, offering services including discretionary asset management, financial planning, and retirement plan consulting, with a tailored investment approach that combines multiple analytical methods and oversight of sub-advisors.

Vincent Hyman is a financial advisor at American Capital Management, Inc. with 39 years of industry experience. He holds a Series 63 designation and has worked at American Capital Management since 2007 and Regulus Financial Group since 2023. Outside of advising, he is a member of GPS Management LLC, a company that develops and markets automatic vehicle location equipment. American Capital Management serves individual clients, retirement plans, and charitable institutions with discretionary portfolio management, financial planning, and access to third-party money managers. The firm employs tailored investment strategies using mutual funds, ETFs, stocks, and bonds, and offers both in-house and external managed program options.

Ronald Denman is a financial advisor at American Capital Management, Inc. with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at American Capital Management since 2007, following prior roles at Regulus Financial Group, American Equity Investment Corporation, and Greater Clark School Corp. His outside activities include involvement with fixed and variable insurance and annuity products. American Capital Management serves individual clients, retirement plans, charitable institutions, and trusts with discretionary portfolio management, financial planning, and referrals to third-party money managers. The firm customizes investment advice using mutual funds, ETFs, stocks, and bonds, and conducts regular account reviews while offering both in-house and third-party managed program options.

Lew Newton is a financial advisor with American Capital Management, Inc. in New Albany, IN, holding a Series 63 designation and 31 years of industry experience. He has been with American Capital Management since 2012. Outside of his advisory work, he is involved in an entertainment business focused on magic and mime. American Capital Management serves a diverse range of clients including individuals, retirement plans, charitable institutions, and trusts. The firm offers discretionary portfolio management, financial planning, and access to multiple third-party money managers, with investment strategies tailored to each client’s goals.

Randall Walker is a Series 65-licensed advisor with American Capital Management, Inc., where he has worked for nine years. He previously worked at Mercurio Wealth Advisors and Mercurio & Associates. Outside of his advisory role, Walker is also an independent insurance agent involved in annuity and life insurance sales. American Capital Management serves a diverse client base including individuals, retirement plans, and charitable institutions by providing discretionary portfolio management, financial planning, and access to third-party money managers. The firm customizes investment advice to client goals and offers multiple in-house and third-party managed program options.

Timothy Peoples is a financial advisor with American Capital Management, Inc. in New Albany, IN, holding a Series 63 designation and over 44 years of industry experience. He has worked at American Capital Management since 1985 and previously held positions at American Equity Investment Corporation and Regulus Financial Group, LLC. In addition to his advisory role, he serves as a board member of Silver Creek Water Corp, a nonprofit water utility company. American Capital Management provides discretionary portfolio and asset management, financial planning, and consultations to individual clients, retirement plans, charitable institutions, and trusts. The firm offers tailored investment advice through mutual funds, ETFs, stocks, and bonds, operating both in-house and third-party managed programs, and discloses its affiliated real estate brokerage and rental property interests as related-party activities.

Dianne Williams Wildt is a financial advisor at American Capital Management, Inc. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at American Capital Management since 2013, alongside prior roles at American Equity Investment Corp and Regulus Financial Group. Outside of her advisory practice, she serves as a volunteer treasurer for Louisville First SDA Church and is a board member responsible for grounds management at Eagle Creek. American Capital Management serves a broad range of individual clients, retirement plans, and institutions by offering discretionary portfolio management, financial planning, and access to third-party money managers. The firm tailors investment advice to client goals and manages portfolios that include mutual funds, ETFs, individual stocks, and bonds.

David Betz is a financial advisor at American Capital Management, Inc. with 33 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Money Concepts Capital Corp, W&S Brokerage Services, WESTERN SOUTHERN Life, Kestra Financial Services, and operated as a self-employed advisor. He is also the owner of Silver Valley Financial Group, LLC. American Capital Management serves a diverse client base including high-net-worth individuals, retirement plans, charitable institutions, and trusts. The firm provides discretionary portfolio and asset management, financial planning, and access to various third-party managers, with investment approaches customized to client goals and typically implemented using mutual funds, ETFs, stocks, and bonds.

Thomas Lockmund is a financial advisor with Silver Oak Securities, Incorporated, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Royal Alliance and National Planning Corporation, alongside operating his own firms, Thomas G. Lockmund, LLC and Lockmund Financial Group, where he is president. His business activities include marketing and sales of fixed annuities and securities through his LLC. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm offers customized portfolio management, unified managed accounts, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis.

Austin Jamison is a financial advisor at Geneos Wealth Management, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Geneos Wealth Management and Wright Wealth Management since 2018. Outside of his advisory role, he is a notary public and an independent representative for fixed insurance sales. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a range of analytic approaches and investment strategies tailored to client needs.

Zachary Bennett is a financial advisor at Silver Oak Securities, Incorporated with one year of industry experience. He holds a Series 66 designation and has been involved with Link Crude Resources, LLC, a commodities brokerage focusing on physical crude oil and futures contracts, since 2020. Bennett also serves in the US Army. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers individualized portfolio management, a unified managed account program utilizing outside strategists, financial planning, and solutions for held-away retirement plan assets.

Eric Wint is a financial advisor at Geneos Wealth Management, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at LHC Group and Kindred At Home. Wint serves as a board member of the Kolton Kaiser Foundation and is a partner in EJ Financial LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a range of analytic approaches and investment strategies tailored to client needs.

Jonathan Wright is a financial advisor with Geneos Wealth Management, Inc. in New Albany, IN, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Geneos since 2011 and has also operated Wright Wealth Management since 2019. Outside of his advisory work, he is a member of Marvin and Otis Wright Family Farm LLC. Geneos Wealth Management serves a diverse client base that includes individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a range of analytic approaches and strategies tailored to client needs.

Jerald Bennett is a financial advisor with Silver Oak Securities, Incorporated, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Silver Oak Securities since 2019 and has been involved with Bennett & Bennett Financial since 2015. Outside of his advisory work, Bennett serves on committees for local schools and community organizations in Sellersburg, Indiana. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm delivers customized portfolio management through both internal and external strategies, serving clients primarily on a discretionary basis.

Phyllis Spears is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Louisville, KY, with 27 years of industry experience. She holds a Series 66 designation and has worked with LaSalle St. Investment Advisors since 2017. Outside of her advisory role, she serves on the Howard Steamboat Museum Advisory Committee and is involved with Paws4Life as a registered agent in Indiana. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a variety of investment strategies, including both passive and active approaches, and manages accounts on both a discretionary and non-discretionary basis.

Dean Weerstra is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at LPL Financial and Ameriprise Financial Services. He has business interests related to tax and investment services through Weerstra and Associates LLC. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm utilizes a strategic asset allocation approach combined with fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.