Dauble+Worthington Equity Portfolios

Nolan Hutson is a financial advisor at Dauble+Worthington Equity Portfolios in Evansville, IN. He holds a Series 65 credential and is new to the industry with less than one year of experience. Prior to his current role, Nolan worked in tax and accounting roles and has experience at SS&C Technologies. Dauble+Worthington Equity Portfolios provides discretionary portfolio management, investment recommendations, and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a combination of charting, fundamental, technical, and cyclical analysis supported by independent research to guide its investment decisions across a range of securities and strategies.

Jon Dauble is the sole advisor at Dauble+Worthington Equity Portfolios in Evansville, IN, holding Series 63 and Series 65 licenses with 21 years of industry experience. His prior roles include positions at Osage Pacific Advisor, Inc., Jon A Dauble & Co., LLC, Dauble, Wilson, Worthington LLC, and Dauble+Worthington Capital Management. Outside of investment advisory, he serves as an officer and owner of The Dauble Companies, which provides tax mitigation services. Dauble+Worthington Equity Portfolios offers personalized, discretionary investment advisory and monitoring services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a mix of analytical methods and provides ongoing supervision, periodic rebalancing, and performance reporting, serving both individual and institutional clients.

Jackie Overstreet is a financial advisor at Dauble+Worthington Equity Portfolios in Evansville, IN, holding Series 63 and Series 65 designations with 14 years of industry experience. She has been with Dauble+Worthington Capital Management since 2015. Dauble+Worthington Equity Portfolios provides discretionary investment advisory and monitoring services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a variety of analysis methods and offers tailored investment plans with ongoing supervision, serving both individual and institutional clients.

John Worthington is a financial advisor with Dauble+Worthington Equity Portfolios in Evansville, IN, holding a Series 66 designation and 17 years of industry experience. He has been involved with Dauble, Miser, Worthington, LLC since 2016 and operates Worthington Investments, LLC, which manages multifamily property investments through an independent third party. Worthington also co-manages Dauble, Miser, Worthington, LLC, advising clients on tax and wealth strategies. Dauble+Worthington Equity Portfolios offers personalized discretionary investment advisory and monitoring services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a variety of analytical methods and provides ongoing portfolio supervision, including performance reporting and the use of both long-term and shorter-term strategies tailored to client risk profiles.