Treavor Dodsworth is a CFP®-certified financial advisor with 10 years of industry experience. He is the principal of Sycomore Financial, an independent advisory firm based in Anderson, IN. In addition to his advisory work, he owns and operates Monthly Financial Coaching LLC, a financial coaching business. Prior to his current roles, he has worked at NorthWest Financial Services and held various positions including at Uber and Premier Accounting Services. Sycomore Financial provides investment advisory and financial planning services to individual clients, focusing on retirement planning, tax considerations, estate planning, and small-business planning. The firm emphasizes passive, diversified portfolios with factor tilts and manages accounts on a non-discretionary basis, offering clients ongoing comprehensive planning or project-based engagements.

John Grimaldi is the sole advisor at Grimaldi Investment Services, LLC in Yorktown, Indiana, with 34 years of industry experience. He holds a Series 63 designation and has worked at Sycamore Financial Group since 1989. Grimaldi Investment Services provides discretionary investment management to individual investors, trusts, estates, nonprofit corporations, and corporate accounts, as well as pension and profit-sharing plans. The firm uses an eclectic investment approach emphasizing value and contrarian styles, combining proprietary fundamental models and technical analysis to build individually managed portfolios.

Douglas Poling is the sole advisor at Poling Capital Management, LLC, an independent firm based in Yorktown, Indiana. He holds a Series 65 designation and has 24 years of industry experience, having led Poling Capital Management since its founding in 2001. Poling Capital Management provides fee-based portfolio and investment management services to individual and high net worth investors, retirement and charitable accounts, and trusts. The firm employs a long-term, risk-adjusted investment approach focused on traditional security analysis, minimizing turnover, and managing investments on a non-discretionary basis with client direction.

David Gilliam is a financial advisor at David P. Gilliam & Associates, Inc. in Muncie, IN, with 39 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 1994 before founding his own firm in 2016. His outside activities include operating his advisory business as a hybrid RIA and offering financial plans on an hourly basis. David P. Gilliam & Associates, Inc. provides financial planning and portfolio management primarily for individuals, including high-net-worth clients, as well as corporations, charities, and retirement plans. The firm combines custom discretionary strategies with third-party advisory programs through LPL Financial, employing technical analysis and allowing clients to impose written investment restrictions.

Samuel Campbell is a financial advisor at David P. Gilliam & Associates, Inc. with three years of industry experience. He holds the Series 66 designation and previously worked at Thrivent Financial and LPL Financial. He serves on the boards of the Martin Riverside Society and the Sigma Phi Epsilon Alumni Volunteer Corporation in Muncie, Indiana. David P. Gilliam & Associates provides financial planning and portfolio management primarily to individual and high-net-worth clients, as well as corporations, charities, and retirement plans. The firm combines advisor-directed management with LPL-sponsored model and algorithmic strategies, offering tailored portfolios reviewed monthly and rebalanced quarterly.

Sarah Mccord is a financial advisor at Cardinal Capital Management, LLC with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with Cardinal Capital Management since 2011. Cardinal Capital Management provides personalized financial planning, discretionary portfolio management, and pension consulting to individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm uses a combination of tactical asset allocation, fundamental and technical analysis, and may employ short-term trading and option strategies when appropriate.

Lee Snider is a financial advisor at Cardinal Capital Management, LLC with 27 years of industry experience. He holds a Series 63 designation and has been with Cardinal Capital since 2012. He also has a longstanding affiliation with Commonwealth Ins dating back to 1987. Cardinal Capital Management provides personalized financial planning, discretionary portfolio management, and pension consulting to individuals, retirement plans, trusts, and other entities. The firm employs a mix of tactical asset allocation, fundamental and technical analysis, and may utilize short-term trading and option strategies.

Chad Gilliam is a financial advisor with David P. Gilliam & Associates, Inc. in Muncie, Indiana, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has worked at LPL Financial since 2010 and has been with David P. Gilliam & Associates since 2016. David P. Gilliam & Associates provides financial planning and portfolio management primarily to individuals, high-net-worth clients, corporations, charities, and retirement plans. The firm offers both discretionary and non-discretionary management, utilizing customized portfolios along with LPL-sponsored programs and combines adviser-directed management with model and algorithmic strategies.

Bruce Cain is a financial advisor with Founders Financial Securities LLC in Anderson, Indiana, holding Series 63 and Series 65 licenses. He has 31 years of industry experience, including 10 years with Richard Overdorf & Associates, Inc. Outside of his advisory work, he serves as president of Well-Mac Farming Inc., where he manages farming operations. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of IARs managing approximately $4.1 billion in client assets. The firm offers multiple advisory platforms and emphasizes personalized investment approaches, including discretionary management and specialized services such as 1031 exchange consulting and private wealth solutions.

Melissa O'Connor is a financial advisor at Concurrent Investment Advisors, LLC with 12 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at several firms, including Pulp & Pine, LLC, Harber Group, and Merrill. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, with a client base of over 13,000 and assets under management of approximately $15.7 billion.

Adam Mc Henry is a financial advisor with Bankers Life Advisory Services, Inc. He holds a ChFC® designation and Series 63 and 66 licenses, and has 18 years of industry experience. Since 2006, he has been associated with Bankers Life and Casualty, Inc., where he also works as an insurance agent specializing in non-variable insurance and annuity products, including equity indexed annuities. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm utilizes fundamental, technical, and cyclical analysis methods to create tailored asset allocations and offers a range of investment strategies across various securities.

Robert Donati is a financial advisor with Bankers Life Advisory Services, Inc., holding the ChFC® and Series 63 designations and having 27 years of industry experience. He has been associated with various Bankers Life entities since 1973 and serves as a board member of Muncie Endurathon, Inc., a charitable athletics organization. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to create tailored portfolios aligned with clients’ goals and risk tolerances.

Ashley Hansard is a CFP® professional currently with Creative Planning in Muncie, Indiana, with six years of industry experience. Prior to joining Creative Planning in 2020, Hansard worked at Miller Financial Management, LLC for four years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and incorporates private market exposure alongside institutional and retirement plan services.

Lesta Andersen is a financial advisor at Lincoln Investment with 39 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Lincoln Investment since 2017, following five years at Legend Equities Corporation. Outside of her advisory role, she prepares tax returns for a small number of clients. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and dynamic approaches overseen by a dedicated Investment Management & Research team.

Dean Meyers is a CFP® professional with 39 years of experience at Edward Jones, where he has worked since 1986. He holds Series 63 and Series 66 licenses and serves as a board director for The 400 Corporation in Muncie, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and maintains a large nationwide network of financial advisors and branches.

Brandt Karnes is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has worked previously at Tyler Wealth Management and Dennis Wenger & Abrell. In addition to his advisory role, Karnes serves as a Notary Public and is involved in the sales and marketing of fixed annuities and insurance products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk-tolerance analysis, and access to third-party money managers.

John Hooker is a CFP®-designated financial advisor with Edward Jones, based in Anderson, IN, with 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory work, he is the owner of a commercial property management business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies supported by a large network of financial advisors and branch offices nationwide.

Tatiana Daniels is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at A.B.L.E. and other organizations. Outside of advising, she is also an artist who creates paintings available for purchase or commission. Fidelity, through its subsidiary Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Kimberly Morse is a financial advisor at Stifel with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory role, she serves as a Notary Public. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support client decision-making on asset allocation and financial planning.

Hellen Justus is a financial advisor with LPL Financial who holds Series 63 and Series 66 designations and has 24 years of industry experience. She has been with LPL Financial since 2020 and previously worked at E.K. Riley Investments, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.