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.

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.

Roger Engel is a financial advisor at LaSalle St. Investment Advisors, L.L.C. He holds a Series 66 designation and has been active in the industry since 2024. Prior to joining LaSalle St., he worked at IU Credit Union from 2018 to 2024 and taught at Trine University from 2014 to 2018. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a variety of investment strategies across asset classes and is notable for its predominance of non-discretionary asset management and its use of fee-sharing and co-advisor arrangements.

Jonathan Golembiecki is an advisor with Gradient Advisors, LLC, holding a Series 65 designation and beginning his advisory career in 2026. His previous work experience includes roles at Stonebridge Financial LLC, Great West Casualty Company, The Assurance Group, American Senior Benefits, Bankers Life, and Starbucks. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third‑party money managers, employing a largely non‑discretionary model that incorporates multiple analysis techniques and client risk assessment tools.

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.

Malinda Risen Sanders is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Bloomington, IN, holding Series 63 and Series 66 designations with 14 years of industry experience. She has been with IU Credit Union Investment Services since 2012. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm offers both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary asset management.

James Spore is a CFP® professional with 33 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. in Bloomington, IN. He has been affiliated with La Salle St. Securities, L.L.C. since 1996. In addition to his advisory work, he is involved with IU Credit Union Investment Services, Inc. in Bloomington, focusing on fixed insurance services. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, with a notable emphasis on non-discretionary asset management.

Jeremy Jeffers is a financial advisor at &PARTNERS with two years of industry experience. He previously worked at Wells Fargo Advisors for three years and Old National Investments for ten years. Jeffers holds a Series 66 designation and is based in Bloomington, IN. &PARTNERS serves a diverse range of clients including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, retirement plan consulting, and investment banking, utilizing a mix of proprietary and third-party manager solutions through the Envestnet platform.

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 with \u0026PARTNERS, holding a Series 66 designation and currently in the first year of their advisory career. Their prior experience includes roles at Teders & Quackenbush Wealth Management Group and various educational and retail positions. \u0026PARTNERS serves a diverse client base including individual and institutional investors such as high-net-worth individuals, retirement plans, and sovereign wealth funds. The firm offers a range of services including investment advisory, brokerage, financial planning, and municipal advising, utilizing both proprietary and third-party investment strategies across discretionary and non-discretionary portfolios.

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 CFP® professional with 28 years of industry experience, currently serving as a financial advisor at &Partners since 2025. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing, spanning over a decade. Outside of his advisory work, he is involved as Finance Committee Chair for the Clear Creek Christian School Board and serves as a trustee for TQWMG Plan 401K. &Partners serves a diverse client base including individuals, retirement plans, and institutional investors such as charitable organizations and sovereign wealth funds. The firm provides investment advisory, brokerage, financial planning, and retirement consulting services, employing a mix of proprietary and third-party investment strategies through platforms like Envestnet.