Gimbal Financial, LLC

Amanda Hineman is a financial advisor at Gimbal Financial, LLC, holding a Series 66 designation with six years of industry experience. She previously worked at LPL Financial LLC from 2016 to 2022 before joining Gimbal Financial in 2022. Gimbal Financial serves individuals, trusts, estates, small businesses, retirement plans, and certain brokerage customers of Mutual Securities. The firm offers discretionary asset management through a wrap-fee program, retirement plan consulting, and variable annuity consulting services, managing diversified portfolios based on client objectives and market conditions.

Elizabeth Ritz is a financial advisor with Gimbal Financial, LLC, holding Series 66 and Series 63 licenses and bringing six years of industry experience. She previously worked at Thurston Springer Financial for five years and Bristal Lane Group for one year, following a 16-year tenure at College Park Church. Gimbal Financial serves individuals, trusts, estates, small businesses, and retirement plans, offering discretionary asset management through a wrap-fee program as well as retirement plan and variable annuity consulting. The firm manages diversified portfolios tailored to client objectives and conducts annual account reviews considering economic conditions and market volatility.

Philip Byers Jr. is a financial advisor with Gimbal Financial, LLC in Carmel, Indiana, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been associated with Raymond James Financial and related entities since 2009 and is the owner of Phil Byers, LLC, a support company. Gimbal Financial serves individuals, trusts, estates, small businesses, and retirement plans, offering discretionary asset management, retirement plan consulting, and variable annuity consulting. The firm sponsors its own wrap-fee program and manages diversified investment portfolios tailored to client objectives.

Keith Tyner is a financial advisor with Gimbal Financial, LLC in Carmel, Indiana, holding a Series 63 designation and bringing 39 years of industry experience. He has worked at Gimbal Financial since 2012 and LPL Financial since 1997. Tyner is also the author of a compliance-approved book titled "Financial Survivors." Gimbal Financial serves individuals, trusts, estates, small businesses, retirement plans, and certain brokerage customers, offering discretionary asset management, retirement plan consulting, and variable annuity consulting. The firm manages wrap-fee accounts based on client objectives using diversified allocations and conducts at least annual reviews considering economic conditions and market volatility.

Douglas Shrieve is a financial advisor with Gimbal Financial, LLC in Carmel, Indiana, holding Series 63 and Series 66 licenses and accumulating 26 years of industry experience. He has been with Gimbal Financial since 2012 and maintains a concurrent affiliation with LPL Financial dating back to 2003. Gimbal Financial serves individuals, trusts, estates, small businesses, retirement plans, and certain brokerage customers, offering discretionary asset management through a wrap-fee program as well as retirement plan and variable annuity consulting. The firm employs diversified investment strategies tailored to client objectives and reviews accounts at least annually.

Caleb Tyner is a financial advisor with Gimbal Financial, LLC, holding Series 65 and Series 66 licenses. He has one year of industry experience and previously worked at DOZ and has been involved in educational roles at Murray State School of Business and Murray State University. Gimbal Financial serves individuals, trusts, estates, small businesses, and retirement plans, offering discretionary asset management through a wrap-fee program, retirement plan consulting, and variable annuity consulting. The firm employs diversified investment allocations and conducts annual account reviews, managing approximately $290 million for about 380 clients.