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.

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 three years of industry experience. He holds a Series 65 designation and has a background in education, having worked at Purdue University since 2019 and previously at Greenwood High School from 2012 to 2019. SMI Advisory Services manages approximately $949 million in discretionary assets and serves individual investors and investment companies, primarily non–high–net–worth clients. The firm uses quantitative, mechanical analysis and momentum-based algorithms to construct portfolio allocations and simultaneously manages its own family of mutual funds while advising external clients.

Mark Foster is a CFA® charterholder with 26 years of industry experience. He has been with Kirr, Marbach & Company, LLC since 1987, where he is part of a seven-advisor team based in Columbus, Indiana. Kirr, Marbach & Company, LLC provides discretionary portfolio management to individual, high-net-worth, and institutional clients, including corporate pension plans, foundations, and an open-end registered investment company. The firm uses a long-term, value-oriented equity strategy across all market capitalizations, supported by fundamental research, and has incorporated defined-maturity ETFs for fixed income since 2018.

David Kirr is a CFA® charterholder with 26 years of industry experience. He has been with Kirr, Marbach & Company, LLC since 1975. Kirr, Marbach & Company, LLC provides discretionary portfolio management to individual, high-net-worth, and institutional clients using a long-term, value-oriented equity strategy across all market capitalizations. The firm also manages fixed income allocations through defined-maturity ETFs and acts as adviser to a mutual fund as well as a portfolio manager for third-party wrap-fee programs.

Mickey Kim is a CFA® charterholder with 26 years of industry experience, currently serving at Kirr, Marbach & Company, LLC since 1986. He is a member of the Board of Directors, Chairman of the Conflicts Committee, and member of the Audit Committee for CrossAmerica Partners, LP, a wholesale distributor of motor fuels and convenience store operator. Kirr, Marbach & Company, LLC provides discretionary portfolio management to individual, high-net-worth, and institutional clients using a long-term, value-oriented equity strategy across all market capitalizations, supported by fundamental research. The firm also manages fixed income allocations through defined-maturity ETFs and serves as adviser to a mutual fund and third-party wrap-fee programs.

Paul Tingley is a CFP® with 39 years of industry experience, currently associated with Silver Oak Securities, Incorporated since 2018. He has also worked at Financial Resource Advisors, where he manages a fixed insurance agency, and he owns and manages a farm in Martinsville, Indiana. In addition, he serves as a consultant for Invite Wealth Management, providing financial planning and business exit/succession planning services. Silver Oak Securities serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and other entities through a network of over 100 financial professionals. The firm offers a range of advisory programs with primarily discretionary management tailored to client objectives and risk tolerances, utilizing both individual securities and strategist models supported by advanced trading and reporting infrastructure.

Leeanne Lollar is a CFP® professional with 11 years of industry experience, currently serving at Donaldson Capital Management LLC since 2022. Her prior experience includes roles at LPL Financial LLC, Old National Bank, J.W. Cole Advisors, and Voya Financial Advisors. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to individual and institutional clients. The firm employs proprietary portfolio strategies and a combination of fundamental, technical, and statistical analysis to manage income- and growth-oriented portfolios, serving a diverse client base including retirement plans and institutional entities.

Steven Engelstad is a financial advisor at Concurrent Investment Advisors, LLC with 13 years of industry experience. He has previously worked at Raymond James Financial Services Advisors and Wells Fargo Advisors Financial. He is also employed at Engelstad Wealth Advisors, Inc., a support company where he serves as a financial advisor. Concurrent Investment Advisors, LLC is an SEC-registered enterprise advisory firm managing approximately $15.7 billion in assets for individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities tailored to client goals, risk tolerance, and tax considerations.

Randy Jaramillo is a financial advisor at Foundations Investment Advisors LLC with four years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Foundations, he worked at Reliant Wealth Management and Simplicity Wealth, among other roles. He also serves as a pastor involved in community outreach and leadership at The Potter’s House Church in Indianapolis. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a range of analytical approaches and uses model portfolios, third-party sub-advisers, and custodians to tailor investment solutions.

Feixueer Luo is a CFA® charterholder and holds a Series 66 license with four years of industry experience. Luo has worked at Concurrent Investment Advisors, LLC since 2024 and has prior experience at Raymond James Financial and Engelstad Wealth Advisors. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios using ETFs, mutual funds, individual securities, and alternative investments, employing a long-term approach with opportunistic rebalancing.

Nathan Eix is a CFP® professional at Truepoint, Inc. with six years of industry experience. He previously worked at WealthPoint Advisors, LLC, Charles Schwab, and Thr3e Wise Men. Truepoint serves individuals, families, trusts, and institutional clients, offering comprehensive financial planning, portfolio management, tax and estate planning support, and a digital advice platform. The firm employs an evidence-based, long-term investment approach with diversified asset allocation and low-cost index funds, and it provides integrated tax and administrative services through related entities.

Jodi Engelstad is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has previously worked at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wells Fargo Advisors. Engelstad serves as a board member of the Ivy Tech Foundation, a nonprofit organization. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm operates at enterprise scale with approximately 161 advisors managing about $9.9 billion in client assets, employing a long-term, customized investment approach across various asset classes.

Ronald Sieber is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. He holds a Series 65 credential and has prior experience operating his own advisory business and working in insurance. Outside of advisory work, he owns and manages CGA Insurance LLC, where he sells health and life insurance products and maintains client relationships. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a variety of analytical approaches and model portfolios, delivering services through a large network of affiliated offices and investment professionals.

Tucker Payne is a financial advisor at Prime Capital Financial with four years of industry experience. He holds a Series 65 credential and has previously worked at Giesting Financial and Northwestern Mutual Life. Outside of advising, he has experience assisting with financial planning and client meetings in a paraplanner role. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a broad range of services including asset management, financial planning, and family office offerings. The firm manages accounts using various investment strategies and provides integrated tax and financial administration services through affiliated subsidiaries.

Patrick Mc Kinley is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Bankers Life and served on the staff at Purdue University. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection supported by non-binding recommendations and provides access to third-party managers, rebalancing, reporting, and supervisory oversight.

Robin Romine Steinway is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 66 credentials and 23 years of industry experience. She has been with Fifth Third Securities and Fifth Third Bank since 2004. Outside of her advisory role, she is a member of Steinway Properties LLC, where she dedicates a small amount of time answering questions. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and incorporates features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.