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.

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.

Steven Engelstad is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 13 years of industry experience. He has previously worked at Raymond James Financial Services Advisors and Wells Fargo Advisors Financial, and is also an employee of Engelstad Wealth Advisors, Inc., a support company related to his advisory activities. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by integrated operational tools and affiliated sub-advisory arrangements.

Brittany Wood is a financial advisor with Fifth Third Securities, Inc. in Columbus, Indiana, holding Series 63 and Series 65 credentials and six years of industry experience. She has been with Fifth Third Securities since 2019 and has worked at Fifth Third Bank since 2015. Outside of her advisory role, she engages in food delivery work through Door Dash and Applebee’s on a part-time basis. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services. The firm provides multiple program types through its Passageway Managed Account platform, utilizing third-party portfolio managers and a range of investment strategies.

Feixueer Luo is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC since 2024. Prior to this, Luo worked at Raymond James Financial Services Advisors, Inc. and Engelstad Wealth Advisors. Luo is also involved with Engelstad Wealth Advisors in a wealth management support capacity. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

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 at Money Concepts Capital Corp with 32 years of industry experience. He holds a Series 63 designation and has previously worked at Grove Point Investments, LLC and Jcd Investments, LLC. Outside of advising, he consults on operations, financing, and hedging for a family-owned grain elevator business and provides pro bono legal services. Money Concepts Capital Corp is an enterprise adviser managing approximately $4.07 billion in client assets through a network of several hundred advisors. The firm offers investment advisory, financial planning, and consulting services to a diverse client base using model-driven and asset-allocation strategies, supported by third-party managers and service providers.

Thorn Murphy is a financial advisor at Prime Capital Financial with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at Prime Capital Investment Advisors LLC, Private Client Services, Giesting Financial, and Cummins Inc. Murphy is also the owner of TM Financial LLC and is involved in the sale and service of fixed insurance and annuity products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan services, and family office solutions, utilizing both discretionary and non-discretionary management with various investment strategies.

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.

Jodi Engelstad is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Her career includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, Wells Fargo Advisors, and Edward Jones. Outside of her advisory work, she serves as a board director for the Ivy Tech Foundation, a nonprofit organization. Concurrent Investment Advisors is a multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, utilizing customized long-term portfolios that often incorporate ETFs, mutual funds, and independent sub-advisers.

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 licensed financial advisor with 11 years of industry experience. She is currently with LPL Financial and has prior experience at Centra Credit Union and CUNA Brokerage Services, Inc. Additionally, she is the owner of Crystal Beach Properties, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Thomas Mueller Jr. is a financial advisor at LPL Enterprise with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America since 1985. Mueller also acts in a fiduciary capacity for the Hooker Family Trust. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and insurance products through affiliated entities.

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 bringing 34 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she serves as Treasurer on the Sustainer Committee of the Junior League of McAllen and operates an online wine and coffee sales business as an independent consultant. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services through a nationwide network of advisors and branch offices.

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.