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.

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.

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.

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.

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.

Brittany Wood is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Columbus, IN, holding Series 65 and Series 63 licenses and with six years of industry experience. She has worked at Fifth Third Securities since 2019 and has been with FIFTH THIRD BANK since 2015. Outside of her advisory role, she engages in part-time food delivery work. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform and operates as a wholly owned subsidiary of Fifth Third Bank.

Benjamin Stahl is a CFP® with 14 years of industry experience, currently affiliated with SPC and Parkland Securities. He operates Stahl Financial, Inc., a firm offering financial planning, investment management, securities, annuities, and life and health insurance services. Stahl is also the owner of Stahl Tax Group, Inc., which provides tax preparation and planning, and serves as an independent contractor for Stahl Insurance Group, Inc., focusing on commercial and personal property and casualty insurance. Additionally, he serves on the Special Projections Committee for the Seymour Oktoberfest nonprofit organization. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary strategies tailored to client suitability.

Tally Lykins is a financial advisor with Money Concepts Capital Corp in Columbus, IN, holding a Series 63 designation and bringing 31 years of industry experience. Prior to joining Money Concepts in 2023, Lykins worked at Grove Point Investments, LLC for 12 years and has been involved with Jcd Investments, LLC since 1994. Outside of advising, Lykins consults on operations and financing for a family-owned grain elevator business and provides pro bono legal services. Money Concepts Advisory Service offers portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment approaches, combining model portfolios, advisor-designed strategies, and third-party sub-advisers.

Thorn Murphy is a financial advisor at Prime Capital Financial with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Giesting Financial and Cummins Inc. Outside of his advisory role, he owns TM Financial LLC, which involves the sale and service of fixed insurance-related products. Prime Capital Financial is an SEC-registered advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, employing a variety of investment strategies and sub-advisory relationships.

Joe Doggett is a financial advisor with Money Concepts Capital Corp in Columbus, IN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including prior roles at Grove Point Investments, LLC and JCD Investment Inc. Outside of advising, he serves as president of Joe C. Doggett & Company, Inc., a health insurance sales business. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. As an enterprise adviser firm with over 430 advisors, MCAS offers multiple managed programs using a combination of model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.

Jonathan Rathert is a Series 66-licensed financial advisor with Thrivent Investment Management, bringing two years of industry experience. Prior to joining Thrivent, he worked at Cummins, Inc. for several years. He is based in Columbus, IN. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning across a wide range of topics, allowing clients to combine planning with managed-account programs while keeping these services distinct.

Crystal Rickard is a Series 66-registered financial advisor with 11 years of industry experience, currently serving at LPL Financial since 2022. She has also been affiliated with Centra Credit Union and CUNA Brokerage Services since 2017. Outside of her advisory work, she owns Crystal Beach Properties, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services utilizing both discretionary and non-discretionary management strategies.

Thomas Mueller Jr. is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 41 years of industry experience, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. He also acts in a fiduciary capacity for the Hooker Family Trust. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment and insurance products through an integrated platform combining advisory programs with brokerage and insurance sales.

Paul Dayment is a financial advisor at Edward Jones with 14 years of industry experience. He has held positions at Edward Jones since 2020 and previously worked with PNC Investments from 2009 to 2020. He holds the Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Carter Screeton is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and has prior work experience in educational and retail settings. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services supported by internal research, manager selection, and advanced tools including artificial intelligence.

Julia Johnson is a financial advisor with Edward Jones in Columbus, IN, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she serves on the Sustainer Committee as Treasurer for the Junior League of McAllen and operates an online store for wine and coffee as an independent consultant. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Clark is a Series 66 licensed financial advisor with Thrivent Investment Management in Columbus, IN. He has prior experience with the Indiana Army National Guard and the Defense Finance Accounting Service. Clark has been with Thrivent since 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic financial planning across various topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Kyle Hendricks is a financial advisor with Edward Jones in Columbus, Indiana, holding a Series 66 designation and having one year of industry experience. Prior to joining Edward Jones, he worked at Heritage Fund for five years and was involved with the United Way of Bartholomew County for five years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.