James Stewart

Bryce Fathauer is a financial advisor at SMI Advisory Services, LLC with 11 years of industry experience. He holds the Series 65 designation and is based in Columbus, Indiana. SMI Advisory Services manages approximately $949 million in discretionary assets and serves over 1,000 clients, primarily individual investors who are not high-net-worth. The firm employs quantitative, mechanical analysis and momentum-based algorithms in its investment approach, managing portfolios through separately managed accounts and its own family of mutual funds.

Grant Reeves is a financial advisor with CoreVision Financial Group, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial and operates Grant Reeves Law LLC as a licensed attorney. Reeves serves as a board member for Franklin County Community Schools. CoreVision Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $352 million for around 760 clients and takes a customized, primarily long-term investment approach using a range of securities and independent managers.

Brent Thoman is a financial advisor with coreVISION Financial Group, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with LPL Financial since 2014 and joined coreVISION Financial Group in 2023. Outside of his advisory role, Thoman coaches basketball and baseball at local schools in Shelbyville, Indiana. coreVISION Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $352 million for around 760 clients and employs a customized, long-term investment approach utilizing a range of securities and independent managers.

Brian Mondics is a financial advisor at SMI Advisory Services, LLC with two years of industry experience. He holds the Series 65 designation and has previously worked at Higher Level Financial Services LLC and Accuray. SMI Advisory Services manages approximately $949 million in discretionary assets, serving mostly non–high‑net‑worth individual investors through separately managed accounts and a family of open-end mutual funds. The firm uses quantitative, mechanical analysis and momentum-based algorithms to construct portfolios and simultaneously manages its own mutual funds while advising investment company clients.

Jason Pike is a financial advisor with LPL Financial in Nashville, Indiana, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with LPL Financial since 2010 and also operates coreVISION Financial Group, an independent registered investment advisory firm. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that provides model portfolios and various investment strategies, allowing advisors flexibility in meeting client needs.

Sandra Morrison is a financial advisor at SMI Advisory Services, LLC with 13 years of industry experience. She holds a Series 65 designation and has worked at Unified Financial Securities since 2014 while also being with SMI Advisory Services since 2011. SMI Advisory Services manages approximately $949 million in discretionary assets, serving over 1,000 clients primarily composed of non–high‑net‑worth individuals. The firm employs quantitative and momentum-based strategies derived from the Sound Mind Investing newsletter and manages portfolios through separately managed accounts and a family of open-end mutual funds.