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 at &Partners with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors and Wells Fargo Clearing during his career. Outside of his advisory role, he teaches tennis at the Terre Haute Tennis and Pickleball Club. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management and financial planning services through both discretionary and non-discretionary approaches, utilizing a combination of proprietary and third-party strategies with ongoing monitoring and periodic reviews.

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 with &Partners who holds Series 63 and Series 65 designations and has 29 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing, spanning from 2011 to 2024. Outside of his advisory work, he serves as president of an LLC he co-manages with his wife that invests in real estate through syndicated opportunities. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, with discretionary and non-discretionary account management supported by a range of analysis techniques and ongoing monitoring.

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. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Cain serves on the Board of Directors and the Finance Committee for the Terre Haute Public Library. &Partners serves a diverse clientele including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and advisory services using a combination of proprietary and third-party strategies, with capabilities in municipal advisory and underwriting.

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, and Edward Jones. Outside of his advisory role, Kluger serves as a director of the Ouabache Land Conservancy, managing properties for wildlife habitat preservation, and is a board member of the Terre Haute Symphony Orchestra. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private businesses, offering investment management, financial and tax planning, and ERISA consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts using the Envestnet platform and NFS brokerage infrastructure.

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 designation and three years of industry experience. Prior to joining Fidelity, he worked at Equitable Advisors and held a role in the Office of Senator Mike Braun in the U.S. Senate. He also has experience in the restaurant industry. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

Cogan Keith is a financial advisor with LPL Financial in Terre Haute, IN, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Edward Jones and Old National Bank. Keith operates a business under the name Keith Financial associated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services utilizing various portfolio strategies and technology tools to support its network of over 22,800 advisors.

Evan Luebbehusen is a financial advisor at Edward Jones in Terre Haute, Indiana, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Viewrail, United Parcel Service, and Coachman RV, among others. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages over $1 trillion in assets and is notable for its large retail advisor network and affiliated capabilities such as a trust company and proprietary mutual funds.

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.