Donald Edwards is a CFA® charterholder with 27 years of industry experience, currently serving at Wabash Capital, Inc. since 1997. He is based in Terre Haute, IN, and is part of a four-advisor team. Wabash Capital provides discretionary investment management to a diverse client base including individuals, trusts, corporations, pensions, 401(k) plans, and foundations/endowments. The firm employs a top-down, fundamental research process to build risk-based, diversified portfolios with an emphasis on low turnover and tactical adjustments guided by market valuation metrics such as the cyclically-adjusted price-earnings (CAPE) ratio.

John Cristee is a financial advisor at Spyglass Investment Management in Terre Haute, IN, with 26 years of industry experience. He holds Series 63, 65, and 66 designations and has been with Spyglass since 2000. Spyglass Investment Management provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm employs an asset-allocation approach using a range of investment products and maintains a focus on municipal securities to serve tax-exempt clients.

Jon Beardsley is a financial advisor at Spyglass Investment Management in Terre Haute, IN, with 25 years of industry experience. He has been with Spyglass since 2000 and holds a Series 65 designation. Spyglass Investment Management provides personalized financial planning and portfolio management to individual clients, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm serves both high-net-worth and non-HNW clients, with an investment approach emphasizing asset allocation through no-load mutual funds, equities, fixed income, ETFs, and municipal securities.

Brock Oxford is a financial advisor at Spyglass Investment Management with a Series 65 credential and three years of industry experience. His prior work includes roles at State Farm Insurance and ownership of Spring Clean Car Wash. Spyglass Investment Management provides personalized financial planning and portfolio management to individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm serves both high-net-worth and non-HNW clients, focusing on asset allocation and using a range of investment vehicles including mutual funds, equities, fixed income, ETFs, and municipal securities.

Gene Griffin is a CFP® with 31 years of industry experience, currently serving as an advisor at Creative Financial Designs, Inc. in Terre Haute, IN. He has been with the firm since 2001 and also has a long tenure with Capital Planning Systems dating back to 1987. Outside of his advisory role, Griffin is chairman of the board for Shepherds of Griffin Bike Park, Inc., a nonprofit organization. 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 and offers a range of strategies, including Biblical Responsible Investing, supported by research from major financial institutions.

Michael Hambrock is a financial advisor at &Partners with Series 63 and Series 66 credentials and 40 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory work, Hambrock teaches tennis at the Terre Haute Tennis and Pickleball Club. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs both proprietary and third-party strategies, with discretionary and non-discretionary account management, and operates as both a registered investment adviser and broker-dealer.

Logan Van Reed is a financial advisor with Empower Advisory Group holding Series 63 and Series 65 licenses and 11 years of industry experience. He has held previous roles at GWFS Equities, Inc., First Financial Bank, ADP Broker-Dealer, Inc., Fifth Third Securities, Inc., and Citigroup Global Markets. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates with Empower’s recordkeeping and administrative platforms.

Thomas Kirchner is a financial advisor with \u0026Partners, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Merrill. Outside of advising, he serves as a partner in Viribus Wealth Management, which supports his practice’s operations, and is president of Hubner Holdings, an LLC he manages with his wife to invest in syndicated real estate opportunities. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses, offering investment management and financial planning services. The firm utilizes a combination of analytical strategies and third-party managers, providing both discretionary and non-discretionary portfolio management.

Brian Mcleish Sr. is a ChFC® credentialed financial advisor with 28 years of industry experience. He is currently with Ameritas Advisory Services, LLC and its affiliated entities. Outside of his advisory role, he serves as president of the Board for the Community Recreation Center in Clinton, IN, works as a high school basketball official, and is a partner and vice president of McLeish Enterprises LLC, a startup business renting golf simulator time. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms and maintains a corporate structure that includes affiliated broker-dealer and insurance companies.

Tyler Rogerson is a financial advisor at Fifth Third Securities, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2021, also working at Fifth Third Bank since 2013. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers a range of discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Brian Cain is a financial advisor at &Partners with 20 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing, LPL Financial, and Stifel. Cain serves on the Board of Directors and the Finance Committee of the Terre Haute Public Library. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm provides a comprehensive range of investment management and financial planning services through discretionary and non-discretionary approaches, utilizing a combination of in-house and third-party strategies.

David Kluger is a financial advisor at &Partners with nine years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors, Wells Fargo Clearing Services LLC, and Edward Jones. Outside of his advisory role, Kluger serves as a director for the Ouabache Land Conservancy, which manages properties to preserve wildlife habitats, and is a board member of the Terre Haute Symphony Orchestra. &Partners serves a broad range of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services. The firm employs multiple investment strategies and oversight processes and operates as both a registered investment adviser and a broker-dealer.

Steven Love is a financial advisor at SPC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SPC since 2005 and at Parkland Securities, LLC since 2014. Outside of his advisory role, he operates Love Financial Services Inc., which provides financial, insurance, and accounting services, and he is involved in estate planning in collaboration with an attorney. SPC serves a diverse client base including individual investors, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers managing approximately $5.66 billion in assets.

Derek Hannahs is a Series 66-licensed financial advisor with three years of industry experience. He is currently with Fifth Third Securities, Inc. and previously held roles at Edward Jones, Valic Financial Advisors, and Indiana Farm Bureau Insurance, among others. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services. The firm provides access to multiple investment programs through the Passageway Managed Account platform, utilizing various portfolio management strategies and third-party managers.

Benjamin Mcconnell is a financial advisor at Fifth Third Securities, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities and Fifth Third Bank since 2018. His prior experience includes roles at Wells Fargo Clearing and PRUCO Securities, LLC. Previously, he served as an agent for Anthem, Humana, and UHC, receiving residual income with no active business. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform and is a wholly owned subsidiary of Fifth Third Bank.

Ali Gumus is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Equitable Advisors and held a role in the Office of Senator Mike Braun in the U.S. Senate. He also has experience in the restaurant industry. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

Cogan Keith is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. His career includes roles at Edward Jones and Old National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Evan Luebbehusen is a financial advisor at Edward Jones in Terre Haute, Indiana, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Viewrail, United Parcel Service, and Coachman RV, among others. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages over $1 trillion in assets and is notable for its large retail advisor network and affiliated capabilities such as a trust company and proprietary mutual funds.

Cathy Foster is a financial advisor at OSAIC with seven years of industry experience. She holds the Series 63, 65, and 66 designations and previously worked at Woodbury Financial Services Inc. Foster operates an eBay business selling new children's clothing and volunteers on the allocation committee for the Vigo County Education Foundation, reviewing grant applications for local educators. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to manage diversified portfolios.

William Doan Jr. is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at LPL Financial for 11 years before joining Wells Fargo Advisors in 2021. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, delivering tailored recommendations in discrete engagements across various financial planning needs.