Yu Zhou is a CFA® charterholder based in Newburgh, Indiana, with six years of industry experience. He has held a long-term role at Mead Johnson Nutrition since 2008. ZYC Investment LLC provides portfolio management, financial planning, and retirement plan and employee benefit consulting services. The firm serves both individual and institutional clients, combining pension consulting with wealth management and employs a multi-disciplinary investment process overseen by an investment committee.

Justin Naab is a financial advisor at Summit Investments, Inc. in Newburgh, Indiana, holding a Series 65 designation with 27 years of industry experience. He has been with Summit Investments since 1996. Summit Investments, Inc. provides customized investment management services primarily to individual clients, managing approximately $6.55 million on a discretionary basis. The firm’s investment approach is long-term and risk-adjusted, focusing on fundamental analysis and minimizing turnover and tax consequences, with client accounts custodied at Charles Schwab.

Erik Goodge is a CFP® with 10 years of industry experience. He is the owner of uVest Advisory Group, LLC, where he has worked since 2018. His prior experience includes roles at Origin Financial and Endress Capital Management, as well as a position at the University of Evansville. uVest Advisory Group provides financial planning and portfolio management to individuals, high-net-worth clients, small businesses, and retirement plan sponsors. The firm emphasizes passive, long-term portfolio construction using diversified ETFs and individual stocks, and offers services such as educational workshops, retirement-plan services, and specialized advice including divorce planning and business consultation.

William Washburn is a CFP® professional with 30 years of experience in financial services. He currently operates as the sole advisor at Clarity Financial Organization, LLC, an independent firm based in Boonville, IN. His prior experience includes roles at Raymond James Financial Services Advisors, Inc., Rushing Financial, and managing his own advisory business, Washburn Wealth Advisors. He also holds a fixed insurance agent license and conducts limited insurance sales. Clarity Financial Organization serves individuals and families with wealth management and comprehensive financial planning, offering discretionary portfolio management and access to LPL-sponsored advisory programs. The firm constructs portfolios tailored to clients’ goals, time horizons, and risk tolerances using diversified mutual funds, ETFs, individual securities, and fixed income.

Elizabeth Allison is a financial advisor at Gates Investment Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked for Evansville Teachers FCU for 11 years. Outside of advising, she is also an insurance agent involved in life and annuity insurance sales through Gates Financial Services, LLC. Gates Investment Advisors provides personalized investment management and financial planning services primarily to individual and high-net-worth clients. The firm employs a goal-based investment approach and combines fundamental, technical, and cyclical analysis to tailor portfolio management and financial recommendations.

Gary Gates is a financial advisor at Gates Investment Advisors, LLC with 19 years of industry experience. He holds a Series 65 designation and has been involved with Gates Investment Advisors since 2007 and Gates Financial Services, LLC since 2012. Outside of advisory services, he is also active as an insurance agent and provides tax preparation services. Gates Investment Advisors offers personalized investment management and financial planning primarily to individual and high-net-worth clients. The firm employs a goal-based investment approach that incorporates fundamental, technical, and cyclical analyses, with portfolio reviews conducted regularly and custodians selected for execution and reporting quality.

Thomas Lynch is a financial advisor with LYNCH & Associates in Newburgh, IN, holding a Series 63 designation and 27 years of industry experience. He has been with LYNCH & Associates since 1994. Lynch also serves as a trustee for the Anthem Trust Fund. LYNCH & Associates provides discretionary and non-discretionary investment advisory and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and qualitative analysis to implement various investment strategies, including the use of margin in managed accounts.

Kenneth Parker is a financial advisor at LYNCH & Associates with 27 years of industry experience. He holds a Series 65 designation and is based in Newburgh, Indiana. LYNCH & Associates provides discretionary and non-discretionary investment advisory and consulting services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a combination of fundamental, technical, and qualitative analysis to implement both long- and short-term strategies, with notable features including the use of margin in managed accounts and specific custody and trading practices.

Matthew Hampton is a financial advisor at LYNCH & Associates with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Scottrade Inc for six years. LYNCH & Associates provides discretionary and non-discretionary investment advisory and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a combination of fundamental, technical, and qualitative analysis to implement both long- and short-term strategies, including asset allocation and mutual fund/ETF selection.

Joseph Berry is a financial advisor at LYNCH & Associates with four years of industry experience. He holds a Series 65 designation and previously worked for Warrick County School Corp for ten years. LYNCH & Associates provides discretionary and non-discretionary investment advisory and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and qualitative analysis to implement both long- and short-term strategies, including asset allocation and mutual fund/ETF selection.

Benjamin Brown is a financial advisor at KCPAG Financial Advisors LLC with two years of industry experience. He holds a Series 65 designation and has previous work history at Kemper Capital Management, Fastenal Company, and DoorDash. He has been involved with Illiana Christian Assembly, Inc. for nine years. KCPAG Financial Advisors LLC offers financial planning, portfolio management, and retirement plan consulting services to individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm manages approximately $22.5 million in discretionary assets through a team of 13 advisors across 27 offices, providing both discretionary and non-discretionary management with a mix of long- and short-term investment strategies.

Ryan Lynch is a CFP®, ChFC®, and Series 65-registered advisor with 27 years of industry experience. He has been with Lynch & Associates since 1995. Lynch & Associates provides discretionary and non-discretionary investment advisory and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and qualitative analysis to implement both long- and short-term strategies, including asset allocation and mutual fund/ETF selection.

Shawna Horne is a financial advisor with KCPAG Financial Advisors LLC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. Her background includes roles at Securities America, Inc., Kcpag Brokerage LLC, and Kcpag Insurance Services LLC. She has worked with KCPAG Financial Advisors LLC since 2001. KCPAG Financial Advisors LLC offers financial planning, portfolio management, retirement plan consulting, and referrals to third‑party money managers for individuals, trusts, estates, pension and profit-sharing plans, and business clients. The firm manages approximately $22.5 million in discretionary assets for about 405 clients through a team of 13 advisors across 27 offices, employing fundamental analysis and a range of asset management strategies.

Evan Lynch is a financial advisor at Lynch & Associates in Newburgh, IN, holding a Series 65 designation with three years of industry experience. He has been with Lynch & Associates since 2020 and previously was a student for seven years. Lynch & Associates is a team of seven advisors providing investment supervisory services and consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a combination of fundamental and technical analysis and manages approximately $831 million in client assets.

James Lynch is a financial advisor at LYNCH & Associates with 6 years of industry experience. He holds the ChFC® designation and Series 65 license and has been with LYNCH & Associates since 2003. LYNCH & Associates provides discretionary and non-discretionary investment advisory and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and qualitative analysis to implement both long- and short-term strategies, including the use of margin in managed accounts with client approval.

John Porter is a CFA® charterholder with 28 years of industry experience. He has been with KCPAG Financial Advisors LLC since 2001 and previously worked at Securities America, Inc. for 14 years. Porter also maintains long-term roles with Kemper Capital Management LLC and affiliated entities. KCPAG Financial Advisors LLC serves individuals, pension and profit-sharing plans, trusts, estates, and business clients, managing approximately $22.5 million in discretionary assets. The firm offers financial planning, portfolio management, and retirement plan consulting through a team of 13 advisors across 27 offices, utilizing fundamental analysis and a combination of long- and short-term investment strategies.

Benjamin Russell is a Certified Financial Planner (CFP®) with 16 years of experience in the financial services industry. He is currently associated with KCPAG Financial Advisors LLC, where he has worked since 2016. His prior experience includes roles at Securities America, Inc. Russell is also affiliated with Kcpag Insurance Services LLC and Kemper Capital Management LLC. KCPAG Financial Advisors LLC provides financial planning, portfolio management, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm serves approximately 405 clients across 27 offices through a team of 13 advisors, using a mix of fundamental analysis, long- and short-term strategies, and offering both discretionary and non-discretionary management.

David Diekmann is a financial advisor at Gladstone Wealth Partners with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Cambridge Investment Research Advisors and LPL Financial. He provides investment advisory services through independent registered investment advisor firms affiliated with Gladstone. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management and financial planning with investment approaches tailored by representatives, supported by platform-level due diligence and integration of retirement-plan services.

David Waltz is a CFP® with 40 years of experience in the financial services industry. He is currently with Kovack Advisors, Inc., where he has worked since 2019, and has prior experience dating back to 1982 with D.A. Waltz and Associates and insurance brokerage. Outside of his advisory work, he serves as co-trustee of his father's trust. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions through a nationwide network. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs and offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning services.

Christian Tant is a ChFC® credentialed financial advisor with nine years of experience, currently with United Capital Financial Advisors. He previously worked at Payne Wealth Partners for three years. Tant is based in Evansville, IN. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary portfolio management using asset-allocation models developed by an Investment Policy Committee and offers customized strategies including ESG and faith-based preferences.