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.

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.

Jay Henson is a financial advisor at Tucker Asset Management LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Parkland Securities and Insurance Services Inc. Outside of financial advising, Henson is a member of the Exchange Club in Spencer, IN, which focuses on community service and child abuse prevention, and he serves as Vice President of the Redevelopment Committee of the Economic Development Corporation for Owen County. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset-allocation approach and offers portfolios that include growth and fixed-income strategies, alternative investments, and direct indexing.

Clint Fish is a financial advisor at Avior Wealth Management, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Coastal Equities, Inc. and First American Trust LLC. Outside of his advisory work, Fish is a partner and instructor at Ryukyu Kyusho Family Martial Arts, a martial arts school. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, offering investment management, financial planning, and business consulting with a focus on fundamental analysis and both long- and short-term strategies.

Jeremy Jeffers is a Series 66-licensed financial advisor with two years of industry experience. He is currently with &PARTNERS and previously worked at Wells Fargo Advisors for three years and Old National Investments for ten years. &PARTNERS serves a diverse range of clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting, using a mix of fundamental, technical, and quantitative analysis along with proprietary and third-party strategies.

Edward Batchelder is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 credential and three years of industry experience. His prior work history includes roles at J.P. Morgan Securities LLC and the United States Air Force Reserves. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs that provide managed advice, advisor-managed advice, and investment education, primarily leveraging Morningstar Investment Management’s proprietary portfolio tools and model allocations.

Bailey De Mier is a financial advisor at &PARTNERS with a Series 66 designation and no prior industry experience. Before joining &PARTNERS, De Mier worked with Teders & Quackenbush Wealth Management Group and has a background that includes roles in education and retail. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and municipal advisory services using a combination of proprietary and third-party strategies with ongoing portfolio monitoring.

Christopher Harmon is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses. He has 35 years of industry experience, including prior roles at Mass Mutual Investors Services and MSI Financial Services, Inc. Harmon is also Vice President and part owner of Innovative Financial Solutions, Inc., a private securities and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a nationwide network of approximately 2,900 advisors. The firm provides a broad platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services, serving both individual and institutional clients.

Joshua Holden is a financial advisor at Kestra Advisory Services, LLC with 28 years of industry experience. He holds Series 65 and Series 63 credentials and has been affiliated with Kestra since 2001. Outside of his advisory role, he serves as chair of the finance committee at Westside Community Church and presents educational seminars on social security and retirement planning through Retirement Educators of Bloomington LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services that include fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Jon Holden is a financial advisor with Kestra Advisory who holds the ChFC® and Series 63 designations and has 56 years of industry experience. He has worked at Kestra Advisory since 2016 and has a long career spanning roles at Kestra Investment Services, New England Life, and his own firm, John Holden Associates, Inc. Outside of his advisory work, he owns Holden Wealth Management, operating under a DBA through Kestra Investment Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Ian Essling is a CFP® professional with 23 years of experience in the financial services industry. He has been with Commonwealth Financial Network since 2018 and previously worked at Mass Mutual Investors Services and MSI Financial Services. Essling is also a co-owner and managing member of a private entity involved in commercial property management in Bloomington, IN. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers operational, trading, technology, compliance, and practice-management support, while allowing advisors discretion in portfolio construction alongside access to model portfolios managed by its Investment Management and Research team.

William Verhagen is a financial advisor with Commonwealth Financial Network in Bloomington, Indiana. He holds the CFP® and ChFC® designations and has 38 years of industry experience. Prior to joining Commonwealth in 2018, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of his advisory role, Verhagen is involved in tax preparation services through Greggs & Reid CPA. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while providing back-office operations, trading, and compliance support to affiliated advisors.

Chad Teders is a financial advisor at &Partners with 28 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining &Partners in 2025, he worked at Wells Fargo Advisors and Wells Fargo Clearing from 2011 to 2025. Teders serves as finance committee chair for Clear Creek Christian School Board in Bloomington, IN. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement plan consulting through discretionary and non-discretionary portfolios using a mix of proprietary and third-party strategies.

Jamie Wilson is a financial advisor at First Command Advisory Services with five years of industry experience. He holds the Series 66 designation and maintains roles with the Department of Navy and Hopkinsville Community College, where he teaches an online course on academic success. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers using a structured selection process for investment options.

Joel Niese is a Series 66-licensed financial advisor with nine years of industry experience, currently with Fifth Third Securities, Inc. in Bloomington, IN. His prior experience includes roles at Donaldson Capital Management, German American Bancorp, LPL Financial LLC, and the Indiana University Kelley School of Business. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through advisory and brokerage services. The firm offers investment programs via its Passageway Managed Account platform, featuring multiple portfolio management options and risk-profile-driven strategies.

Ashley Land is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 66 and Series 63 licenses and has prior work history at JP Morgan Securities LLC and JP Morgan Chase Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Levi Trueblood is a financial advisor with Commonwealth Financial Network in Bloomington, IN. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior work includes roles at Innovative Financial Solutions and Indiana University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 advisors and a large client base nationwide. The firm provides a broad adviser-support platform with managed-account programs, third-party asset manager access, and custody services.

Amanda Cummings is a financial advisor with J.P. Morgan Securities in Bloomington, IN, holding Series 63 and Series 66 licenses and with 16 years of industry experience. She has been with J.P. Morgan Securities since 2012 and worked at JPMorgan Chase Bank from 2009 to 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.