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.

Ryan Benter is a financial advisor at SPC with Series 63 and Series 65 licenses and three years of industry experience. He has worked at Prosperity Financial and Parkland Securities and has a background that includes agricultural and outdoor service businesses. Outside of advising, he is involved in dairy cattle breeding and showing, coaches youth football, and serves as a judge for 4-H and county dairy shows. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a broad network of advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services with a service model that includes discretionary and nondiscretionary arrangements and maintains affiliations with broker-dealers and insurance agencies.

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, 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.

Feixueer Luo is a financial advisor with Concurrent Investment Advisors, LLC, holding the CFA® designation and Series 66 license, with four years of industry experience. Prior to joining Concurrent, Luo has been associated with Raymond James Financial Services Advisors, Inc. and Engelstad Wealth Advisors. Luo is also employed by Engelstad Wealth Advisors supporting their wealth management services. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, 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 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.

Allison Zech is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her prior experience includes roles at Pruco Securities, The Prudential Insurance Company of America, Centra Credit Union, and Edward Jones. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with PNC Bank online credentials. The firm uses algorithm-driven risk assessment and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

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.

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 LPL Financial, based in Columbus, Indiana, and has 11 years of industry experience. She has worked at LPL Financial since 2022 and has served as a senior financial advisor at Centra Credit Union since 2017. Outside of her advisory roles, she is the owner of Crystal Beach Properties, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Stephen Boggs is a financial advisor with Robert W. Baird & Co. and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including roles at J.J.B. Hilliard, W.L. Lyons, Inc. since 1993 and Baird since 2019. Outside of his advisory work, he is a member of TIPTON Partners LLC, where he co-manages and maintains a building, and serves on the board and investment committee of the Southwest Indiana Church of the Nazarene. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex allocations, along with municipal advisory and public finance services.

Trina Tracy is a CFP® certified financial advisor with 38 years of industry experience, currently associated with Raymond James Financial Services Advisors and JCBank in Seymour, IN. Her career includes extensive roles in financial services dating back to 1997, with prior positions at Vision Financial Group and involvement with the Mutton Creek Homeowners Association. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide advisor network with specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Zane Clayburn is a financial advisor at Raymond James Financial Services Advisors, Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked at JCB Investment Services, Old National Bank, Cummins, Jackson County Bank, Kay Jewelers, and Sunglass Hut. He has experience supporting financial advisors and banking operations in addition to his advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs including municipal advisory services and employer SIMPLE IRA consulting.

Patrick Baltus is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors.

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.