Brian Lowe

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.

Matthew Monroe is a financial advisor at 55 Wealth with nine years of industry experience. He holds a Series 66 designation and previously worked at Robert Baird & Co. for seven years and JJB Hilliard WL Lyons LLC for two years. Monroe is also a licensed insurance agent, dedicating up to 30% of his time to insurance sales. 55 Wealth is a state-registered investment adviser providing discretionary and non-discretionary managed accounts and financial planning services to individuals, high net worth individuals, and accredited investors. The firm employs a tailored investment approach that considers client objectives, time horizon, and risk tolerance, utilizing techniques such as asset allocation, dollar-cost averaging, and technical analysis.

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.

Matthew Engbring is a financial advisor at Porter Avenue Capital Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Porter Avenue Capital Management since 2013. Porter Avenue Capital Management provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm uses a combination of charting, fundamental and technical analysis, and employs a range of strategies from long-term investing to short-term trading, including short sales, margin transactions, and options writing.

Victor Aydt is the sole advisor at Aydt Investment Management, Inc. in Evansville, IN, holding the CFP® designation with 27 years of industry experience. He has operated both his investment management firm and a tax and accounting CPA practice since 1997. His tax and accounting practice involves tax planning and return preparation. Aydt Investment Management provides investment supervisory services and financial planning to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs an asset-allocation approach using exchange-traded funds, no-load mutual funds, and other publicly traded securities, offering separate financial planning engagements as requested.

Erik Goodge is a CFP® with 10 years of industry experience, currently serving as the sole advisor at uVest Advisory Group, LLC. His prior experience includes roles at Origin Financial and Endress Capital Management, as well as a position at the University of Evansville. He is the owner of uVest Advisory Group, where he focuses on financial planning and portfolio management. uVest Advisory Group provides financial planning and portfolio management services to individual clients, high-net-worth individuals, small businesses, and retirement plan sponsors. The firm employs a passive, long-term investment approach using ETFs and individual stocks, offers educational workshops, and provides both comprehensive and modular planning services.