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.

Gordon Nesbit is a Certified Financial Planner (CFP®) with nine years of industry experience, currently serving at Hurlow Wealth Management Group, Inc. since 2017. Prior to joining the firm, he studied at the University of California - Irvine. Hurlow Wealth Management Group provides investment advisory and financial planning services to individuals, trusts, pension plans, and business entities. The firm tailors portfolios using both fundamental and technical analysis and employs a mix of long- and short-term strategies across various asset classes, including equities and fixed income.

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.

Theresa Kest is a CFP® professional with eight years of industry experience, currently serving as an advisor at Hurlow Wealth Management Group, Inc. since 2021. She previously worked at Jackson, Grant Investment Advisers, Inc. and has experience in education with Stamford Public Schools. Outside of her advisory role, she serves on the board of the Bloomington Economic Development Corporation and is involved in the operations of Learning Fun Press, LLC, a publisher of games, cards, and books. Hurlow Wealth Management Group provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers tailored portfolio management using both fundamental and technical analysis, along with diversified investment strategies and ongoing risk management, operating as a fiduciary for its clients.

John Hurlow is a financial advisor with Hurlow Wealth Management Group, Inc. in Bloomington, Indiana. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Hurlow Wealth Management Group since 2016. Outside of advising, he serves on the board of the Bloomington Economic Development Corporation and participates in mediation services through the Community Justice & Mediation Center. Hurlow Wealth Management Group provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers comprehensive portfolio management and consulting, employing a combination of fundamental and technical analysis with a mix of long- and short-term strategies across various asset classes.

Michael Carson is a CFP® professional with 17 years of industry experience and is a member of Hurlow Wealth Management Group, Inc. in Bloomington, IN, where he has worked continuously since 2016. Outside of his advisory role, he serves on the board and as chairman of the investment committee for Junior Achievement of Central Indiana, a nonprofit focused on youth education in financial literacy and entrepreneurship. He also holds roles in local organizations related to financial oversight and real estate development. Hurlow Wealth Management Group provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a fiduciary approach, combining fundamental and technical analysis with various investment strategies and maintains active monitoring and due diligence of portfolios and third-party managers.

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.

Matthew Krugman is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Wellington Investment Advisors in Bloomington, IN. He has three years of industry experience, including prior roles at LPL Financial, Csenge Advisory Group, and Lion Street Financial. Wellington Investment Advisors manages approximately $261.4 million for about 386 clients through a team of eight advisors. The firm offers discretionary and non-discretionary portfolio management and financial planning, tailoring investment strategies to clients' objectives and employing a variety of analytical methods and strategies.

Dennis Thacker is a financial advisor at Cfci with 16 years of industry experience and holds Series 63 and Series 65 licenses. He has been associated with J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. since 2013 and Comprehensive Financial Consultants Institutional, Inc. since 2009. Beyond his advisory role, he teaches retirement and financial wellness classes. Cfci serves individual clients, including high-net-worth individuals, as well as pension and institutional clients by providing discretionary portfolio management, financial consulting, and pension consulting. The firm primarily uses model portfolios and third-party advisers in its investment approach, offering both ongoing asset management and stand-alone consulting services.

Braden Yu is a Series 65-credentialed advisor with one year of experience, currently at Hurlow Wealth Management Group, Inc. He has a background in education, having worked at the Metropolitan School District of Lawrence Township for 12 years and Indiana University for four years. Hurlow Wealth Management Group provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm tailors portfolios to clients’ objectives using a mix of fundamental and technical analysis and various investment strategies, while also managing held-away accounts through the Pontera platform.

Dawnetta Cooper is a financial advisor at Hurlow Wealth Management Group, Inc. with four years of industry experience. She holds a Series 66 designation and previously worked at Charles Schwab & Co., Inc. and Shapiro & Lozano. Outside of her advisory role, she performs occasional food delivery work with DoorDash. Hurlow Wealth Management Group serves individuals, trusts, pension and profit-sharing plans, and corporate clients, offering asset management, financial planning, and retirement plan consulting. The firm uses a fiduciary approach with comprehensive portfolio management that incorporates fundamental and technical analysis, and it provides a variety of investment options including equities, fixed income, ETFs, and private securities.

Henry Rowe is a Series 65-licensed financial advisor with one year of industry experience, currently with Hurlow Wealth Management Group, Inc. in Bloomington, IN. Prior to joining Hurlow Wealth Management Group, he held roles at Applebee's, Clifton Larson Allen, Purdue University, and Nike. Hurlow Wealth Management Group offers investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs both fundamental and technical analysis with a range of strategies across multiple asset classes, managing approximately $794 million in regulatory assets through a 10-advisor team.

Benjamin Pogorelc is a financial advisor with Wellington Investment Advisors in Bloomington, IN. He holds a Series 65 designation and has one year of industry experience. Prior to joining Wellington, he worked in various roles at Indiana University, including the Kelley School of Business and the O'Neill Masters Program Office. Outside of his advisory work, he manages and maintains Airbnb rental properties through StayBtown LLC. Wellington Investment Advisors offers portfolio management and financial planning services to individuals, charitable organizations, and businesses. The firm customizes investment strategies based on client objectives and risk tolerance, employing fundamental and technical analysis alongside Modern Portfolio Theory across multiple asset classes.

Katrina Bullock is a financial advisor at Wellington Investment Advisors with a Series 65 credential and three years of industry experience. She previously worked at the IU School of Medicine for six years. Outside of her advisory role, she serves as President of Wellington Yacht Charters, LLC, a yacht charter business based in Zionsville, Indiana. Wellington Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, charitable organizations, corporations, and other business entities. The firm manages approximately $233.4 million in discretionary assets and serves around 375 clients through a team of five advisors, tailoring portfolios using a combination of fundamental and technical analysis, Modern Portfolio Theory, and a mix of long- and short-term strategies.

Derek Grimmer is a CFP® with seven years of industry experience, currently serving as an advisor at Hurlow Wealth Management Group, Inc. in Bloomington, IN. His prior roles include positions at Cardinal Health, Indiana University, and Baxter Healthcare Pharmaceuticals. He is also the Treasurer of the Estate Planning Council of Indianapolis, a professional organization that facilitates knowledge sharing among estate planning experts. Hurlow Wealth Management Group provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a fiduciary approach, tailoring portfolios using fundamental and technical analysis with a variety of investment strategies, and manages roughly $794 million in regulatory assets across an 11-advisor team.

Douglas Ummel is a CFP® with 28 years of industry experience and is affiliated with Wellington Investment Advisors in Bloomington, IN. He has worked with Wellington and Private Client Services LLC since 2016. Outside of his advisory role, he serves as chairman of the Deacon’s Board at Trinity Reformed Church and acts as co-trustee of a relative's testamentary trust. 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, employing a variety of analytical methods and tailoring strategies to client objectives and risk tolerance.

Patrick Scott is a financial advisor with Wellington Investment Advisors in Bloomington, IN, holding a Series 65 designation and one year of experience at the firm. His prior roles include positions at Focal Point Logistics, County National Bank, and Cherokee Town and Country Club. He has also been associated with Hillsdale College and has diverse work experience spanning sectors such as retail and healthcare. Wellington Investment Advisors manages approximately $261.4 million for about 386 clients through a team of eight advisors. The firm offers discretionary and non-discretionary portfolio management and financial planning, tailoring investment strategies to client objectives and employing a variety of analytical methods and investment vehicles.