Jay Henson

Justin Truell is the sole advisor at Truell Financial LLC, an independent firm based in Ellettsville, Indiana. He holds a Series 65 designation and has three years of industry experience. Prior to founding Truell Financial, he worked in various roles including positions at GO Express Travel and Bloomington Transit. Outside of his advisory work, he is employed on a second shift at Cook Medical Group. Truell Financial LLC provides tailored investment advisory and financial planning services to individuals, trusts, estates, and retirement plans. The firm employs a range of analytical approaches and asset-allocation strategies, offering discretionary asset management that includes active use of margin, options, and futures, and serves both retail and non-retail clients such as pension and profit-sharing plans.

Zhuohua Huang is a CFA charterholder and principal of Mulberry Investors LLC with five years of industry experience. He has worked at Indiana University Kelley School of Business since 2022 and previously spent five years with the Indiana Public Retirement System. Outside of his advisory role, he serves as chairman of Huang Associates LLC, a consulting and e-commerce business. Mulberry Investors LLC provides discretionary investment management primarily focused on U.S. and Greater China equities for individual and high-net-worth clients. The firm employs a value-oriented, concentrated strategy with a particular emphasis on Greater China markets, managing a small number of accounts through recommended custodians that facilitate trading in Hong Kong and Mainland China.

John Burton is a financial advisor with Above & Beyond Investments, LLC in Bloomington, IN, holding a Series 65 designation and 10 years of industry experience. He also owns and manages Liberty Tax Service and works as an independent insurance agent through The Burton Group, selling various insurance products including fixed annuities and life insurance. Above & Beyond Investments, LLC is a solo registered investment adviser serving individuals, small businesses, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and qualified plan consulting, utilizing fundamental analysis and a combination of long- and short-term strategies tailored to each client’s goals and risk tolerance.

Zachary Rader is a financial advisor at Beacon Financial Planning in Bloomington, IN. He holds a Series 65 designation and has been with Beacon Financial Planning since 2025. Prior to his advisory role, he worked at Target, Inc. as a specialty sales consultant and has experience teaching at Global Vision Christian School in South Korea. Beacon Financial Planning provides fee-only financial planning and customized investment management to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a tactical allocation approach with fundamental and cyclical analysis and offers a hybrid advisory model combining fixed-fee and hourly planning with asset-based management.

Brian Werth is a financial advisor at McAvoy Kemp Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with McAvoy Kemp Wealth Management and Cambridge Investment Research, Inc. since 2010. Outside of his advisory role, Werth is involved in continuing education and licensing instruction through A.D. Baker & Co., LLC and works as an independent insurance agent for various companies. McAvoy Kemp Wealth Management provides financial planning and portfolio management services to individual and high-net-worth clients, pension and profit-sharing plans, and trusts. The firm delivers advice through individualized financial planning and asset allocation recommendations, managing accounts primarily on a discretionary basis.

Daniel Hays is a financial advisor at Cfci with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., and Comprehensive Financial Consultants Institutional since 2005. Outside of his advisory role, he serves as President of the Board for the Northside Exchange Club and is President Elect of the Indiana District for The National Exchange Club. Cfci is a multi-advisor firm managing approximately $515 million in discretionary assets across 1,108 client accounts. The firm provides discretionary portfolio management and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities, using model portfolios and third-party advisers as part of its investment approach.