Joyce Smith is a financial advisor with Asset Management Strategies, Inc. in Lafayette, IN, holding a Series 66 designation and eight years of industry experience. Her prior work includes roles at Center For Wealth Planning Advisors, Inc., BlueSafe Financial, and LPL Financial, LLC. Asset Management Strategies, Inc. serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and institutional clients. The firm’s investment approach focuses on asset allocation within a trend-following framework, primarily using passive index funds and ETFs, and it manages over $200 million across more than 2,000 accounts.

Jeffrey Gasaway is a financial advisor with Asset Management Strategies, Inc. based in Lafayette, IN. He holds the Series 66 designation and has 14 years of industry experience. His prior work includes positions at Center For Wealth Planning Advisors, Inc. and LPL Financial. Outside of advising, he is involved in life and health insurance through BlueSafe Financial LLC. Asset Management Strategies, Inc. provides personalized financial planning and discretionary investment management to a diverse client base including individuals, retirement plans, trusts, and institutional clients. The firm emphasizes asset allocation with a trend-following approach, utilizing passive index funds, ETFs, and mutual funds, and manages accounts primarily on a discretionary basis with regular reviews.

Christopher Dold is a CFP® professional with 27 years of experience in financial advising. He is currently with Blue Horizon Equity, Inc. and Cetera Wealth Services, LLC, and has previously worked at Cambridge Investment Research and Lincoln Financial Advisors Corporation. Dold serves as a board member and volunteer for the Lafayette Adult Resource Academy. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million, providing portfolio management, financial planning, and retirement plan advisory services to individuals, tax-qualified retirement plans, and other institutions. The firm offers wrap-fee Unified Managed Accounts, an Advisor-as-Portfolio-Manager program, and access to third-party money manager programs, delivering both discretionary and non-discretionary management through a multi-advisor team structure.

Jackson Collins is a financial advisor at Gettings Busch Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining the firm, he held positions at First Farmers Bank and Trust and worked in education and service roles including at Purdue University and Maconaquah Schools. Gettings Busch Wealth Management provides investment advisory and wealth-planning services to individuals, foundations, retirement plans, trusts, and corporations. The firm employs a research-driven investment process focused on asset allocation, diversification, and the use of low-cost ETFs and institutional funds, supported by technology platforms for performance reporting.

Jared Wickes is a financial advisor with Capital Advisor Network in Lafayette, IN, holding a Series 65 registration and bringing 11 years of industry experience. His work history includes roles at CAN Wealth Management, Kennedy Wealth Group, Center Street Advisors, Inc., and Brookstone Capital Management. Outside of his advisory work, Mr. Wickes is involved with Appalachian Strategy Group, LLC, a consulting firm specializing in AI technologies and project management, through which he may assist in tax equity and planning services and refer clients to a law firm. Capital Advisor Network serves a diverse client base that includes individuals, high-net-worth investors, institutions, charitable organizations, trusts, and retirement plans. The firm employs a tactical investment approach that integrates data analytics and algorithmic signals across various asset classes, offering both discretionary and non-discretionary wealth management and financial planning services.

Brian Iles is a financial advisor at Gettings Busch Wealth Management in Lafayette, IN, holding a Series 65 designation. He has been with Gettings Busch Wealth Management since 2025 and previously worked for the Logansport Fire Department for 12 years. Gettings Busch Wealth Management serves individuals, trusts, charitable organizations, foundations, and employer-sponsored retirement plans. The firm employs a research-driven investment approach that combines active portfolio management with diversification across mutual funds, ETFs, individual equities, and alternative investments when appropriate.

Fred Brockman is a financial advisor at Capital Advisor Network with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously with Estate Wealth Advisors, LLC and Center Street Securities, Inc. Outside of financial advisory, he has operated Brockman Realty/Auction since 1990, providing real estate sales, education, and auctions. Capital Advisor Network serves individual and high-net-worth investors, institutions, charitable organizations, trusts, and employer-sponsored retirement plans. The firm utilizes a data-driven, tactical approach to asset allocation and offers investment and wealth management, financial planning, retirement plan advisory, and access to private investment opportunities.

Chad Gifford is a financial advisor at Gettings Busch Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services, MassMutual Life Insurance Company, and LPL Financial. Outside of his advisory role, he is a partner in several real estate-related LLCs where he manages maintenance and operational tasks. Gettings Busch Wealth Management provides investment advisory and wealth-planning services to individuals, foundations, retirement plans, trusts, and corporations. The firm employs an active, research-driven investment approach focused on asset allocation, diversification, and the use of low-cost ETFs, institutional mutual funds, and alternative investments.

Peter Johnson is a financial advisor with Capital Advisor Network in Lafayette, IN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at CAN Wealth Management, Kennedy Wealth Group, Brookstone Capital Management, and Center Street Advisors. Outside of advisory services, he is involved with Appalachian Strategy Group, a consulting firm focused on AI-driven information and relationship management, and participates in tax equity and planning services with client referrals to a law firm. Capital Advisor Network is a six-advisor team managing approximately $99.5 million in assets across over 1,150 client relationships. The firm provides discretionary and non-discretionary investment management, comprehensive financial planning, and retirement plan advisory services, emphasizing data-driven, algorithmic investment strategies and tactical asset allocation.

Jason Gregory is a financial advisor with Asset Management Strategies, Inc., holding a Series 66 designation and 18 years of industry experience. He has worked at Integrity Brokerage Services, Inc. since 2017 and served at Waddell & Reed Inc. from 2012 to 2017. Gregory is also a board member of Industrial Federal Credit Union in Lafayette, IN. Asset Management Strategies, Inc. provides personalized financial planning and investment management services to a diverse client base, including individuals, pension plans, trusts, and institutional clients. The firm emphasizes asset allocation through a trend-following approach, primarily using passive index funds and ETFs, and manages approximately $207 million across over 2,000 accounts.

James Macdonald is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Gettings Busch Wealth Management, where he has worked since 2020 and previously was affiliated with Gettings Reed Financial and Creative Financial Designs. Macdonald serves as a board member for the West Lafayette Public Schools Education Foundation and is involved in independent insurance sales on a part-time basis. Gettings Busch Wealth Management serves individuals, trusts, charitable organizations, foundations, and employer-sponsored retirement plans. The firm offers discretionary and non-discretionary investment management, financial planning, ERISA plan services, and institutional consulting with a research-driven investment approach that combines active portfolio management and diversification.

James Schumaker is a financial advisor with Optivise Advisory Services LLC, holding a Series 66 designation and eight years of industry experience. He has worked at several firms, including Cambridge Investment Research and OneAmerica Securities, and also operates Schumaker Financial, LLC as an independent insurance agent. Optivise Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers discretionary model portfolios using various investment vehicles and is noted for its subscription-based co-advisory services and compliance consulting for other advisers.

Austin Crites is a CFA® charterholder with 17 years of industry experience. He is currently a financial advisor at Gettings Busch Wealth Management and has previously worked at Goelzer Investment Management. Crites is an adjunct professor at Marian University and serves as a finance committee member for One 17 International. He is also the owner and Chief Investment Officer of Aurora Financial Strategies. Gettings Busch Wealth Management serves individuals, trusts, charitable organizations, foundations, and employer-sponsored retirement plans. The firm employs a research-driven investment approach combining active portfolio management with diversified holdings, including mutual funds, ETFs, individual equities, and alternative investments when appropriate.

Loyd Timmons is a financial advisor with Asset Management Strategies, Inc. in Frankfort, IN, holding a Series 66 designation and 15 years of industry experience. His prior work includes roles at Edward Jones, LPL Financial, and the Center for Wealth Planning. He operates a sole proprietorship, Timmons Financial Services, which involves annuity and health insurance business. Asset Management Strategies, Inc. provides financial planning and investment management services to a diverse client base, including individuals, pension plans, trusts, and institutional clients. The firm’s investment approach focuses on asset allocation with a trend-following framework, primarily using passive index funds and ETFs.

Ritchie Hoffman is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Lafayette, IN, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Berthel Fisher since 2009 and also leads Hoffman Financial, providing financial planning and life and disability insurance services. Berthel Fisher & Company Financial Services offers investment advisory and financial planning primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a variety of tailored investment management and consulting approaches.

David Klemme is a financial advisor with Stonex Advisors Inc. in West Lafayette, Indiana, holding a Series 63 designation and 38 years of industry experience. His prior work includes roles at Wrp Investments, Inc. and FFP Advisory Services Inc. Outside of his advisory work, he is the owner of Klemme Farms. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes a combination of independent advisors and an in-house Private Client Group, employing multiple account structures and model-based solutions through various platforms and third-party managers.

Bambrah Walker is a financial advisor at Regal Investment Advisors LLC with three years of industry experience. He holds a Series 66 designation and has worked at Regal Investment Advisors since 2024. Walker has previous experience with Regulus Financial Group and Summit Financial Group of Indiana. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and other registered firms, serving a diverse client base including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios with a range of investment strategies and grants discretionary authority to implement and manage these strategies on behalf of clients.

Lori Calloway is a financial advisor at Principal Advised Services with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has prior experience at firms including Miller Howard Investments and Voya Investment Management. In addition to her advisory role, she serves as a Retirement Consultant providing one-on-one investment advice to retirement plan participants. Principal Advised Services offers investment advice and related services mainly to retirement plan participants and retail IRA clients, combining third-party and proprietary methodologies to deliver both non-discretionary recommendations and discretionary investment management programs. The firm operates as part of the Principal Financial Group family, providing integrated access to affiliated products and services.

Sheree Reeling is a financial advisor at The Fiduciary Alliance with Series 66 credentials and one year of industry experience. She previously worked at LPL Financial LLC and Washoe Wealth Advisors. Outside of finance, she has been involved with Mini Melody Makers for seven years and has experience with music-related community activities and education. The Fiduciary Alliance serves individuals, including high-net-worth clients, retirement plans, and other investment advisers by providing investment management and comprehensive financial planning. The firm employs a mix of fundamental, technical, cyclical, and charting analysis and offers discretionary portfolio management, estate and business planning, and risk management services.

Kenneth Stillings is a financial advisor with Larson Financial Group, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at Larson Financial Securities, LLC and Larson Financial Group, LLC since 2012. Outside of his advisory work, he coaches an 8th grade girls basketball team and owns a video game truck leasing business operated with his wife. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting primarily for doctors and related businesses, serving individuals, trusts, corporations, nonprofits, and pension plans. The firm employs a combination of model portfolios and custom discretionary programs with strategic and tactical investment approaches, and integrates affiliated broker-dealer, real estate, and private equity activities alongside its pension consulting services.