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.

Clinton Burch is the principal of Clinton Burch Financial Planning, an independent firm in Bloomfield, Indiana. He holds a Series 65 credential and has six years of industry experience. In addition to his advisory work, he has been a public school teacher at Eastern Greene High School since 2007. He is also a 50% owner and managing member of ZEPTOFUND, LLC, an investment club that produces educational materials related to personal finance. Clinton Burch Financial Planning offers fee-only financial planning and investment advice primarily to individual households, focusing on comprehensive household plans and specific guidance such as employer-plan rollovers and college savings strategies. The firm follows a long-term, diversified, passive buy-and-hold investment approach centered on low-cost index funds and periodic rebalancing, with services offered on a fixed-fee or hourly basis.

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.

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.

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.

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.

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.

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.

Rodney Holloway is a financial advisor with Cfci in Bloomington, IN, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He has been with Comprehensive Financial Consultants since 1996 and their institutional division since 2004. Cfci is a multi-advisor firm serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses with discretionary portfolio management, financial consulting, and pension consulting. The firm uses model portfolios and third-party advisers across a broad range of investment vehicles, managing approximately $515 million in discretionary assets for over 1,100 client accounts.

Christopher Kroll is a CFP® and Series 63-licensed advisor at 1834 Investment Advisors Co. He has over 22 years of experience with Old National Bank and joined 1834 Investment Advisors in 2026. His practice is based in Bloomington, IN. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes customized portfolio strategies and asset allocation, leveraging both internal and external models, and operates as a wholly owned subsidiary of Old National Bancorp.

Nathan Ummel is a financial advisor at Wellington Investment Advisors with a Series 65 credential and one year of industry experience. Prior to joining Wellington, he held positions at County National Bank, McDonald's, Hillsdale College, and Belle Tire. Wellington Investment Advisors manages approximately $261.4 million for around 386 clients through a team of eight advisors. The firm offers discretionary and non-discretionary portfolio management and financial planning, tailoring strategies to client objectives using various analytical methods including fundamental and technical analysis, option writing, and modern portfolio theory.

Paul Bullock is a financial advisor at Wellington Investment Advisors with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wellington Investment Advisors since 2009. Outside of his advisory role, he is CEO of Wellington Yacht Charters LLC, a yacht charter business. Wellington Investment Advisors manages approximately $261.4 million for around 386 clients through a team of eight advisors. The firm offers discretionary and non-discretionary portfolio management and financial planning, utilizing various analytical methods and tailoring investment strategies to clients’ objectives and risk tolerance.

Ryan Belcher is a financial advisor at Cfci with 18 years of industry experience. He holds a Series 66 designation and has been affiliated with Comprehensive Financial Consultants and related entities since 2007. He also teaches retirement and financial wellness classes. Cfci serves individual and institutional clients by providing discretionary portfolio management, financial consulting, and pension consulting. The firm employs firm-developed model portfolios and engages third-party advisers, using a variety of investment strategies including options and active cash management.

Mark Adams is a CFP® with 11 years of industry experience, currently serving at DBS Investment Advisers, LLC. His prior roles include positions at Thrivent Advisor Network, White Oak Financial Planning, and American United Life. He is a board member of the Sycamore Land Trust and has ownership in a fixed insurance sales business. DBS Investment Advisers, LLC provides portfolio management, financial planning, and pension consulting to individuals, including high-net-worth clients, and retirement plans. The firm employs a diversified investment approach based on modern portfolio theory, utilizing mutual funds and ETFs with scheduled portfolio monitoring and rebalancing.