Donald Edwards is a CFA® charterholder with 27 years of industry experience, currently serving at Wabash Capital, Inc. since 1997. He is based in Terre Haute, IN, and is part of a four-advisor team. Wabash Capital provides discretionary investment management to a diverse client base including individuals, trusts, corporations, pensions, 401(k) plans, and foundations/endowments. The firm employs a top-down, fundamental research process to build risk-based, diversified portfolios with an emphasis on low turnover and tactical adjustments guided by market valuation metrics such as the cyclically-adjusted price-earnings (CAPE) ratio.

John Cristee is a financial advisor at Spyglass Investment Management with 25 years of industry experience. He has held his current position at Spyglass since 2000. Cristee holds the Series 63, Series 65, and Series 66 designations. Spyglass Investment Management provides personalized financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm serves both high-net-worth and non-high-net-worth clients, with an investment approach focused on asset allocation using no-load mutual funds, equities, fixed income, ETFs, and municipal securities.

Jon Beardsley is a financial advisor at Spyglass Investment Management in Terre Haute, IN, with 25 years of industry experience. He has been with Spyglass since 2000 and holds a Series 65 designation. Spyglass Investment Management provides personalized financial planning and portfolio management to individual clients, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm serves both high-net-worth and non-HNW clients, with an investment approach emphasizing asset allocation through no-load mutual funds, equities, fixed income, ETFs, and municipal securities.

Brock Oxford is a financial advisor at Spyglass Investment Management with a Series 65 credential and three years of industry experience. His prior work includes roles at State Farm Insurance and ownership of Spring Clean Car Wash. Spyglass Investment Management provides personalized financial planning and portfolio management to individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm serves both high-net-worth and non-HNW clients, focusing on asset allocation and using a range of investment vehicles including mutual funds, equities, fixed income, ETFs, and municipal securities.

Gene Griffin is a CFP® with 31 years of industry experience, currently serving as an advisor at Creative Financial Designs, Inc. in Terre Haute, IN. He has been with the firm since 2001 and also has a long tenure with Capital Planning Systems dating back to 1987. Outside of his advisory role, Griffin is chairman of the board for Shepherds of Griffin Bike Park, Inc., a nonprofit organization. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations and offers a range of strategies, including Biblical Responsible Investing, supported by research from major financial institutions.

Michael Hambrock is a financial advisor with \u0026Partners who holds the Series 63 and Series 66 licenses and has 40 years of industry experience. Prior to joining \u0026Partners in 2024, he worked for Wells Fargo Advisors and related entities from 2009 to 2024. Outside of his advisory work, Hambrock teaches tennis and pickleball at the Terre Haute Tennis and Pickleball Club. \u0026Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, utilizing both proprietary models and third-party solutions along with fundamental, technical, and quantitative analysis in portfolio management.

Logan Van Reed is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at GWFS Equities, First Financial Bank, and ADP Broker-Dealer. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm uses an integrated model aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Thomas Kirchner is a financial advisor at &PARTNERS with 29 years of industry experience. He holds Series 63 and Series 65 licenses and joined &PARTNERS in 2024 after working at Wells Fargo Advisors and Wells Fargo Clearing from 2011 to 2024. Outside of his advisory role, he serves as president of an LLC that manages his practice commissions and co-manages an investment LLC focused on syndicated real estate opportunities. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional investors. The firm offers both advisory and brokerage services, utilizing proprietary and third-party investment strategies with a range of analysis methods, and operates as both a registered investment adviser and broker-dealer with additional municipal advisor registration.

Brian Mcleish Sr. is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience and has previously worked extensively with State Farm Insurance and its affiliated entities. Outside of advising, he serves as president of the Community Recreation Center in Clinton, IN, works as a high school basketball official, and is vice-president of McLeish Enterprises LLC, a business offering golf simulator rentals. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients, utilizing a mix of in-house models and third-party managers supported by the firm’s integrated platform.

Tyler Rogerson is a financial advisor at Fifth Third Securities, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2021, also working at Fifth Third Bank since 2013. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers a range of discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Brian Cain is a financial advisor at &PARTNERS with 20 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing, spanning from 2015 to 2024 before joining &PARTNERS. He serves on the Board of Directors and the Finance Committee at the Terre Haute Public Library. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides investment advisory, brokerage, financial planning, retirement plan consulting, and investment banking services, utilizing a combination of proprietary and third-party portfolio management strategies.

David Kluger is a financial advisor at &Partners with nine years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing Services LLC, Edward Jones, and Sodexo. Outside of his advisory role, Kluger serves as a director for the Oaubache Land Conservancy, focusing on wildlife habitat preservation, and is a board member of the Terre Haute Symphony Orchestra, assisting with community outreach and organizational matters. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, employing a range of investment strategies supported by proprietary models and third-party managers.

Steven Love is a financial advisor at SPC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SPC since 2005 and at Parkland Securities, LLC since 2014. Outside of his advisory role, he operates Love Financial Services Inc., which provides financial, insurance, and accounting services, and he is involved in estate planning in collaboration with an attorney. SPC serves a diverse client base including individual investors, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers managing approximately $5.66 billion in assets.

Derek Hannahs is a Series 66-licensed financial advisor with three years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having joined in 2026. Prior to this, he held roles at Edward Jones, Valic Financial Advisors Inc, and several other financial and insurance firms. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering multiple portfolio management programs on the Passageway Managed Account Platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank, managing approximately $10.9 billion in assets across its enterprise.

Benjamin Mcconnell is a financial advisor with Fifth Third Securities, Inc. in Terre Haute, IN, holding Series 63 and Series 65 registrations and 15 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2018, with prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He has previous experience as an agent with Anthem, Humana, and UHC, though he no longer engages in those activities. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers a range of managed account programs on the Passageway platform, utilizing multiple third-party portfolio managers and investment strategies.

Ali Gumus is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, he worked at Equitable Advisors and served in the office of Senator Mike Braun. He has also been involved in the restaurant business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios built from a diverse range of mutual funds, ETFs, and ETPs.

Cogan Keith is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for seven years and at Dever Distributing for three years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology-driven investment strategies.

Cathy Foster is a financial advisor at OSAIC with seven years of industry experience. She holds the Series 63, 65, and 66 designations and previously worked at Woodbury Financial Services Inc. Foster operates an eBay business selling new children's clothing and volunteers on the allocation committee for the Vigo County Education Foundation, reviewing grant applications for local educators. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to manage diversified portfolios.

William Doan Jr. is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at LPL Financial for 11 years before joining Wells Fargo Advisors in 2021. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, delivering tailored recommendations in discrete engagements across various financial planning needs.

Kyle Volkers is a financial advisor with Ameriprise in Farmersburg, Indiana, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Ameriprise since 2018 and previously spent over two decades at Investment Planners, Inc. Outside of his advisory role, Kyle is a full guardian for his adult special needs daughter and manages a personal care arrangement that allows her to remain at home. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written, non-discretionary recommendations on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its clients, with a centralized consulting team collaborating with advisors to deliver tailored retirement income plans.