Douglas Hasler

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.

Logan Van Reed is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including GWFS Equities, Inc. and First Financial Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as retail IRA and brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates closely with Empower’s recordkeeping and administrative platforms.

Akhil Avancha is a financial advisor with PNC Wealth Management in Terre Haute, IN. He holds a Series 66 designation and has been with PNC Investments LLC since 2025. His prior experience includes roles at PNC Bank and several companies outside the financial industry. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only discretionary model account pilot that uses algorithm-driven risk assessments and implements investments via mutual funds and ETFs with annual rebalancing.

Ali Gumus is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity in 2025, he worked at Equitable Advisors from 2023 to 2025 and served in the Office of Senator Mike Braun in the U.S. Senate in 2022. He also has experience in the food service industry, having worked at Cackleberries Restaurant for three years. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.