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.

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.

Bryce Fathauer is a financial advisor at SMI Advisory Services, LLC with 11 years of industry experience. He holds the Series 65 designation and is based in Columbus, Indiana. SMI Advisory Services manages approximately $949 million in discretionary assets and serves over 1,000 clients, primarily individual investors who are not high-net-worth. The firm employs quantitative, mechanical analysis and momentum-based algorithms in its investment approach, managing portfolios through separately managed accounts and its own family of mutual funds.

Brian Mondics is a financial advisor at SMI Advisory Services, LLC with two years of industry experience. He holds the Series 65 designation and has previously worked at Higher Level Financial Services LLC and Accuray. SMI Advisory Services manages approximately $949 million in discretionary assets, serving mostly non–high‑net‑worth individual investors through separately managed accounts and a family of open-end mutual funds. The firm uses quantitative, mechanical analysis and momentum-based algorithms to construct portfolios and simultaneously manages its own mutual funds while advising investment company clients.

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.

Sandra Morrison is a financial advisor at SMI Advisory Services, LLC with 13 years of industry experience. She holds a Series 65 designation and has worked at Unified Financial Securities since 2014 while also being with SMI Advisory Services since 2011. SMI Advisory Services manages approximately $949 million in discretionary assets, serving over 1,000 clients primarily composed of non–high‑net‑worth individuals. The firm employs quantitative and momentum-based strategies derived from the Sound Mind Investing newsletter and manages portfolios through separately managed accounts and a family of open-end mutual funds.

Paul Wilkin is a CFP®, CFA®, and Series 63 licensed financial advisor with 11 years of industry experience. He is affiliated with SMI Advisory Services, LLC and has worked at Hammond Associates since 2005. SMI Advisory Services manages approximately $949 million in discretionary assets and serves over 1,000 clients, primarily individual investors who are not high-net-worth. The firm applies quantitative, mechanical analysis and momentum-based algorithms to portfolio construction and manages both separately managed accounts and a family of mutual funds.

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.

Anthony Ayers is a CFA® charterholder with 11 years of industry experience. He is affiliated with SMI Advisory Services, LLC and has worked at Omnium Capital since 2001. SMI Advisory Services manages approximately $949 million in discretionary assets, serving individual investors and investment companies primarily through separately managed accounts and its family of open-end mutual funds. The firm employs a quantitative, mechanical investment approach based on momentum algorithms and manages portfolios through a wrap-fee program while maintaining its own mutual funds.

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.

Eric Collier is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He is affiliated with SMI Advisory Services, LLC, a team-based firm located in Columbus, IN, and has worked at Omnium Capital since 2001. SMI Advisory Services manages approximately $949 million in discretionary assets, serving around 1,080 clients primarily composed of non–high-net-worth individuals. The firm employs a quantitative, momentum-based investment approach rooted in the Sound Mind Investing newsletter, providing portfolio management through separately managed accounts and advising a family of open-end mutual funds.

Isaac Jones is a financial advisor at SMI Advisory Services, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Purdue University since 2019, following seven years at Greenwood High School. SMI Advisory Services manages approximately $949 million in discretionary assets, serving individual investors and investment companies. The firm uses a quantitative, momentum-based investment approach derived from the Sound Mind Investing newsletter and manages portfolios through separately managed accounts and a family of mutual funds.