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 Series 66-licensed financial advisor with 14 years of industry experience. He is affiliated with Asset Management Strategies, Inc. and has previously worked at Center For Wealth Planning Advisors, Inc., LPL Financial, and Edward Jones. Outside of his advisory role, he is involved in life and health insurance services through BlueSafe Financial LLC. Asset Management Strategies, Inc. offers personalized financial planning and discretionary investment management to a diverse client base including individuals, trusts, retirement plans, and institutional entities. The firm employs a trend-following asset allocation strategy using passive index funds, ETFs, and mutual funds, with most accounts managed on a discretionary basis and reviewed quarterly.

Christopher Dold is a CFP®-certified financial advisor with 28 years of industry experience, currently serving at Blue Horizon Equity, Inc. He has held previous roles at Lincoln Financial Advisors Corporation and Cambridge Investment Research. Dold is a board member and volunteer at 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, retirement plans, and other institutions. The firm offers unified managed accounts, advisor-as-portfolio-manager programs, and access to third-party money managers, operating as a multi-advisor team across multiple offices.

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 63 and Series 65 licenses and has worked at Capital Advisor Network since 2020. In addition to his advisory role, he operates Brockman Realty/Auction, a real estate sales and auction business he has owned since 1990. Capital Advisor Network serves a diverse client base including individuals, institutions, trusts, and retirement plans, offering investment and wealth management along with financial planning and consulting. The firm uses a data-driven, tactical investment approach and supports a multi-office team managing approximately $124 million in assets.

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 previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Company, and LPL Financial. Outside of his advisory role, he is a 50% owner and partner of Headline Reads Properties, LLC, where he handles some repair work on rental properties. 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 process focusing on asset allocation, diversification, and use of low-cost ETFs, institutional mutual funds, and, when suitable, individual equities or 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.

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.

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.

Robert Caplinger Jr. is a financial advisor with Thurston Springer Advisors in Lafayette, IN, holding a Series 63 designation and bringing 40 years of industry experience. He has worked at Thurston Springer Miller Herd & Titak, Inc. since 2016, following prior roles at StoneX Advisors Inc., Wrp Investments, Inc., and FFP Advisory Services Inc. Caplinger also owns Landmark Financial Services, LLC, which focuses on insurance and Medicare supplements. Thurston Springer Advisors serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans, offering comprehensive financial planning, portfolio management, and fiduciary services. The firm employs both fundamental and technical investment analysis methods and provides a range of management approaches tailored to client goals.

Richard Quirk is a financial advisor at StoneX Advisors Inc. with 47 years of industry experience. He holds a Series 63 designation and has worked at StoneX Advisors since 2015, with prior roles at StoneX Securities Inc., Wrp Investments, Inc., and FFP Advisory Services Inc. Outside of his advisory work, he owns Quirk Investments, a business involved in the sale of investment and insurance products. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes multiple investment platforms and offers both proprietary and third-party model solutions.