Aaron Smith is a financial advisor at Smith Financial with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Mercap Securities, LLC since 2014 while maintaining a long tenure with Smith Financial Corp beginning in 1993. Outside of his advisory role, Smith serves as an investment committee member for the Community Foundation of Howard County, vice president of development for the Boy Scouts of America Sagamore Council, treasurer of the Rotary Club of Kokomo, and is the proprietor of Aaron Smith Law Services. Smith Financial serves individual investors, including high net worth clients, as well as retirement plans, charitable foundations, and other institutional clients. The firm offers investment supervisory services, financial planning, retirement-plan consulting, insurance review, estate planning, and business consulting, utilizing long-term, risk-based portfolios primarily composed of mutual funds and ETFs.

Blake Brutus is a CFP® and holds a Series 65 license, with six years of experience in the financial services industry. He has worked at Smith Financial Investment Advisors, Inc. since 2019 and previously at Aetna-Continental Life Insurance from 2016 to 2019. Smith Financial serves individual investors, including high net worth clients, as well as retirement plans, charitable foundations, and other institutional clients. The firm offers investment supervisory services, comprehensive financial planning, retirement-plan consulting, insurance review, estate planning, and business consulting, constructing long-term, risk-based portfolios primarily using mutual funds and exchange-traded funds guided by Modern Portfolio Theory.

Richard Smith is a ChFC®-designated financial advisor with 40 years of industry experience. He is president of Smith Financial Investment Advisors, Inc. and has worked at Mercap Securities, LLC since 2014. Smith is also involved as a board member and finance committee member of the Community Foundation of Howard County and participates in fundraising efforts for the YMCA of Kokomo. Smith Financial Investment Advisors, Inc. provides investment supervisory services and comprehensive financial planning to individuals, retirement plans, charitable institutions, foundations, and endowments. The firm constructs long-term, risk-based portfolios primarily using mutual funds and ETFs, employing Modern Portfolio Theory and customized portfolios to address client tax needs, cash flow, and risk tolerance.

Frederick Matthes is a financial advisor at Sycamore Financial Group in Kokomo, IN, holding a Series 65 designation with one year of industry experience. His prior work includes roles at CareerWise USA, Amazon Inc, Matthes Dental, and involvement with the University of Illinois Champaign-Urbana Gies School of Business. He has also contributed to the Indiana University Kokomo student newspaper. Sycamore Financial Group serves individuals, corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts, often working with closely held businesses. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, focusing on fundamental analysis and proprietary model portfolios with a long-term investment orientation.

Jared Foote is a financial advisor with Milestone Asset Management, LLC, holding a Series 65 designation. He has been in the industry since 2022, with prior experience at WealthPoint Advisors and New York Life. Milestone Asset Management provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages approximately $546 million in client assets across about 1,200 client relationships, utilizing a combination of internally managed and third-party model portfolios with discretionary management and a tactical and strategic investment approach.

Thomas Hayes is a financial advisor with Milestone Asset Management, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked with Alphastar Capital Management and Brookstone Capital Management, and he leads Hayes Advisory Group, where he also provides insurance sales and advice. Outside of his advisory roles, Hayes serves on the board of The Prepare Institute, where he teaches retirement classes. Milestone Asset Management offers discretionary asset management and modular financial planning primarily to individuals, including high-net-worth households, as well as trusts, estates, and business entities. The firm employs a combination of tactical and strategic investment approaches, utilizing firm-developed and third-party model portfolios alongside various sub-advisers and derivative-based strategies.

Thomas Hayes is a financial advisor at Milestone Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked in various roles including positions at the University of Tampa and Crooked Stick Golf Club. Milestone Asset Management provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages approximately $546 million in client assets using a mix of internally managed and third-party model portfolios, employing tactical and strategic approaches informed by fundamental, technical, cyclical, and charting analysis.

Craig Smith is a financial advisor at Sycamore Financial Group with 51 years of industry experience. He holds the CFP® and Series 63 designations and has worked at Sycamore Financial Group since 1983, following earlier experience at K.J. Brown & Co. Inc. outside of his advisory role, he is involved in agricultural activities as a member of a family grain farming LLC. Sycamore Financial Group provides portfolio management, financial planning, and pension consulting to individuals, corporations, pension plans, and other institutional clients. The firm manages approximately $787 million across more than 1,100 client relationships, using a bottom-up investment approach and proprietary model portfolios tailored to client goals and risk tolerances.

Loyd Timmons is a financial advisor with Asset Management Strategies, Inc. in Frankfort, IN, holding a Series 66 designation and 15 years of industry experience. His prior work includes roles at Edward Jones, LPL Financial, and the Center for Wealth Planning. He operates a sole proprietorship, Timmons Financial Services, which involves annuity and health insurance business. Asset Management Strategies, Inc. provides financial planning and investment management services to a diverse client base, including individuals, pension plans, trusts, and institutional clients. The firm’s investment approach focuses on asset allocation with a trend-following framework, primarily using passive index funds and ETFs.

Brent Yard Jr. is a CFP® professional at Sycamore Financial Group with nine years of industry experience. He has been with Sycamore since 2016 and previously worked at Indiana University for four years. Sycamore Financial Group provides portfolio management, financial planning, and pension consulting to individuals—including high-net-worth clients—as well as corporations, pension plans, and other institutional clients. The firm manages approximately $787 million across more than 1,100 client relationships and employs a fundamental, bottom-up investment approach with proprietary model portfolios tailored to client goals and risk tolerance.

Kurt Supe is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been involved with Supe Culpepper Inc DBA Creative Financial Group and related entities since 2006, focusing on insurance, tax planning, and financial services. Outside of advisory work, Supe is involved in tax planning and preparation, online retail sales, and authoring tax-related content for Amazon. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm uses a model-driven investment approach informed by third-party research and offers various strategies including Biblical Responsible Investing, with flexible billing and execution options.

Mickey Owens is a financial advisor with Creative Financial Designs, Inc., holding the CFP® and ChFC® designations and over 40 years of industry experience. He has been with Creative Financial Designs since 1997 and has extensive prior experience in related financial and insurance roles. Owens is also president and owner of a tax preparation and bookkeeping service. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with discretionary and non-discretionary investment management and modular financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with flexible billing arrangements and affiliated services in insurance, tax, and real estate.

Ryan Williams is a financial advisor at Creative Financial Designs, Inc. in Kokomo, IN, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been associated with CFD Investments, Inc. since 2005. Williams also owns Williams Financial Consulting, LLC, a business established for tax purposes, and is involved in independent insurance sales. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with investment management and financial planning services. The firm uses asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

James Boys is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His career includes multiple tenures at Creative Financial Designs and involvement with Boys & Collins Financial Group, where he also engages in independent insurance sales. Creative Financial Designs serves individual, corporate, and institutional clients, offering investment management, financial planning, and consulting services. The firm uses asset-class model allocations aligned with defined risk objectives and operates Biblically Responsible Investing strategies alongside other portfolio features.

Christopher Rockey is a ChFC® and holds a Series 66 license with 17 years of industry experience. He has been with Creative Financial Designs, Inc. since 2008. Outside of his advisory role, he is a co-owner of farm ground in Tipton and Howard County. Creative Financial Designs serves individual and institutional clients with investment management, retirement planning, and financial consulting through a network of advisers. The firm employs asset-class model allocations supported by third-party research and offers a range of strategies including Biblical Responsible Investing, along with flexible billing arrangements and specialized services.

Barry Hickey is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding Series 63 and Series 66 licenses and over 26 years of industry experience. He has been affiliated with Creative Financial Designs and its related entities since 2007 and has served at Eagle Flight Wealth Management since 2011. Outside of advising, Hickey is an Independent Insurance Agent and teaches a Biblical Stewardship series. Creative Financial Designs serves individual, corporate, and institutional clients with both discretionary and non-discretionary investment management. The firm uses asset-class model allocations across five risk objectives and offers various implementation features, including Biblically Responsible Investing strategies and flexible advisory billing arrangements.

Brian Eltzeroth is a financial advisor at Sequent Planning, LLC with one year of industry experience. He holds a Series 65 designation and has previously been involved with his own businesses, including Eltzeroth Services, LLC and Integrity Home Improvement, LLC. He has also worked with Samaritan's Purse. Additionally, Brian is licensed as an insurance agent offering health and life insurance products. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm provides asset management, written financial planning, access to third-party model managers, and a comprehensive range of retirement-plan services through a network of investment adviser representatives.

Desiree Wrigley is a financial advisor at Creative Financial Designs, Inc. with 10 years of industry experience. She holds a Series 66 designation and has worked at Eagle Financial Designs, Meijer, Chicos, and Ann Taylor Factory. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with investment management and financial planning services. The firm employs asset-class model allocations supported by third-party research and offers a range of strategies, including Biblical Responsible Investing, with both discretionary and non-discretionary execution options.

Leslie Miller is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding a Series 66 designation and 26 years of industry experience. Miller is also a partner at Miller & Stewart, LLC, a CPA firm, and serves as an independent insurance agent. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a variety of investment management and financial planning services. The firm utilizes asset-class model allocations informed by third-party research and offers a broad range of strategies, including Biblical Responsible Investing options.

Renee Stewart is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding a Series 66 credential and 26 years of industry experience. She has been affiliated with Creative Financial Designs and CFD Investments, Inc. since 2010, and with Miller & Stewart, LLC since 2004, where she provides accounting services. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with various fee structures and specialized advisory services.