Justin Truell is the sole advisor at Truell Financial LLC, an independent registered investment adviser based in Ellettsville, Indiana. He holds a Series 65 designation and has three years of industry experience. Prior to founding Truell Financial, he worked at Cook Medical Group and GO Express Travel, among other positions. Truell Financial LLC serves a small number of clients including individuals, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm offers discretionary asset management and financial planning, utilizing a range of analytical methods and investment vehicles such as stocks, bonds, ETFs, options, and mutual funds, with an investment approach that includes strategic to tactical asset allocation and the use of leverage and derivatives.

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 the sole advisor at The Shield Finance, an independent firm based in Bloomington, IN. He holds a Series 65 designation and has entered the financial advisory field in 2025. Skaggs has a concurrent career with the Indiana University Police Department, where he has served since 2011. He is also a published author. The Shield Finance is a fee-only advisory firm specializing in serving first responders and their families. The firm offers investment management, financial planning, and an educational coaching program, using a combination of passive and active strategies and providing services tailored to clients’ career stages and financial needs.

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.

Kinder Dean is a Series 65-licensed financial advisor with 15 years of industry experience, currently practicing at Kinder Financial Services in Nashville, IN. He has worked at Valeo since 2013. Dean also operates an affiliated entity called Blue Donkey Empires, which involves real estate activity. Kinder Financial Services primarily serves individual clients, including many high-net-worth individuals, alongside businesses, charities, and small pension plans. The firm offers financial planning and discretionary portfolio management with an investment approach centered on technical security analysis and trend-following, focusing on ETFs and blue-chip dividend stocks.

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.

Ronald Deinlein Jr. is a CFP®-designated financial advisor with 35 years of industry experience. He currently works at Mosaic Wealth Management LLC and previously spent 17 years at Raymond James & Associates. Mosaic Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, offering portfolio management and participation as a portfolio manager in a wrap fee program. The firm employs a range of strategies including fundamental analysis, modern portfolio theory, and options strategies, primarily implementing through mutual funds and ETFs.

Christopher Meador is a financial advisor at Mosaic Wealth Management LLC with 13 years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Mosaic Wealth Management in 2026, he worked at Raymond James & Associates for seven years and Financial Engines Advisors for four years. Mosaic Wealth Management provides investment advisory services to individual and high-net-worth clients, focusing on portfolio management, selection of other advisers, and participation as portfolio manager in a wrap fee program. The firm employs an investment process that includes fundamental analysis, modern portfolio theory, and options strategies, primarily using mutual funds and ETFs while requiring clients to custodian assets with Raymond James.

Max Varness is a financial advisor at Laughlin Financial LLC in Bloomington, IN, holding a Series 65 designation with one year of industry experience. Prior to joining Laughlin Financial, he was affiliated with Indiana University and has had entrepreneurial experience with MintMax Power Washing. Laughlin Financial LLC provides investment advisory and financial planning services to individual clients, including high-net-worth households, as well as retirement plan sponsors and participants. The firm offers tailored investment strategies, discretionary asset management, and integrated tax planning supported by licensed CPAs.

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.

John Laughlin is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 18 years of industry experience. He has served as a financial advisor at Laughlin Financial LLC since 2012 and previously worked at Credit Suisse Securities (USA) LLC from 2008 to 2012. Laughlin Financial LLC provides investment advisory and financial planning services to individual clients, including high-net-worth households, as well as retirement plan sponsors and participants. The firm offers tailored investment management and planning services, incorporating a range of strategies and specialized capabilities such as integrated accounting services and the use of advanced operational technology.

Douglas Hughes is a financial advisor at Cfci with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., and Comprehensive Financial Consultants Institutional, Inc. since 2004. Outside of advising, Hughes teaches financial wellness and retirement classes as an adjunct faculty member and participates in speaking and teaching engagements related to his field and community activities. Cfci serves individual and institutional clients, including high-net-worth individuals and pension plans, providing discretionary portfolio management and consulting services. The firm employs model portfolios and third-party advisers in its investment approach, utilizing various strategies such as option trading and active cash management.

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.

Angela Chambers is a Series 66 licensed financial advisor with eight years of industry experience. She is currently with Cfci and has held roles at J.W. Cole Advisors, Inc. and Comprehensive Financial Consultants Institutional, Inc. Outside of advising, Chambers leads a vacation planning team through her business, Adventure Planning by Angela, LLC, and serves on the board of Edgewood Dollars for Scholars, a scholarship fundraising organization. Cfci provides advisory services to individual and institutional clients, including high-net-worth individuals and pension plans, offering discretionary portfolio management and consulting. The firm employs model portfolios and third-party advisers and uses various strategies, including option strategies and active cash management.

Eldon Mc Cabe is a CFP®-certified financial advisor with Hurlow Wealth Management Group, Inc., where he has worked since 2023. He has two years of industry experience, including prior roles at the Sanford Center for Financial Planning and Wellness, Rose Street Advisors, Northwestern Mutual, and West Shore Bank. Mc Cabe serves as a board member of the Hoosier Hills Estate Planning Council and is a committee member of the Young Professionals Bloomington Steering Committee. Hurlow Wealth Management Group serves individuals, trusts, pension and profit-sharing plans, and corporate clients, offering asset management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach and uses fundamental and technical analysis to recommend portfolios that may include a variety of investment vehicles, with ongoing monitoring and due diligence.

Shawn Force is a financial advisor at Wellington Investment Advisors in Bloomington, IN, holding a Series 66 designation with 14 years of industry experience. He has worked at Wellington Investment Advisors since 2016 and previously spent a year at Private Client Services LLC. Wellington Investment Advisors manages approximately $261.4 million for about 386 clients through a team of nine advisors. The firm provides discretionary and non-discretionary portfolio management and financial planning, utilizing a variety of analytical methods and strategies tailored to each client’s objectives and risk tolerance.

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.

Alexandros Kapsalis is a financial advisor at Hurlow Wealth Management Group, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Salesforce and 40|86 Advisors. Outside of finance, he is a trainer at F45 Training Indianapolis Downtown, a fitness center offering functional training classes. Hurlow Wealth Management Group provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm tailors portfolios using fundamental and technical analysis and manages a diverse range of investments, including equities, fixed income, ETFs, mutual funds, options, and private securities.

David Hays is a financial advisor at Cfci with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Comprehensive Financial Consultants, Inc. since 1994, including its affiliated entities, as well as J.W. Cole Advisors, Inc. since 2013. Outside of advising, Hays is an author and educator, teaching financial courses and serving as a board member at Monroe Hospital. Cfci advises individual and institutional clients, offering discretionary portfolio management, financial consulting, and pension consulting. The firm utilizes firm-developed model portfolios and third-party advisers, employing a variety of investment strategies and managing a relatively large asset base with a compact advisory team.

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.