Jeremy Overton

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.

Matthew Pierson is a financial advisor with Fifth Third Securities, Inc. in Vincennes, Indiana. He holds Series 63 and Series 65 designations and has 14 years of industry experience. Pierson has been with Fifth Third Securities since 2015 and has worked at Fifth Third Bank since 2006. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its roles as a broker-dealer, SEC-registered investment adviser, and municipal advisor while leveraging its affiliation with Fifth Third Bank and platforms such as National Financial Services and Fidelity Institutional Wealth Adviser.

Jeremy Schipp is a financial advisor with Fifth Third Securities, Inc. in Princeton, Indiana. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. He has worked at Fifth Third Securities since 2003 and at Fifth Third Bank since 2001. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with distinctive features such as direct indexing and an optional tax-overlay service.

Tracie Elsner is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding a Series 66 designation and 18 years of industry experience. She has been with Fifth Third Securities since 2007. FIFTH THIRD SECURITIES, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and use of platforms like Fidelity Institutional Wealth Adviser.

Jason Rainey is a CFP® and holds the Series 66 designation, with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Old National Bank for eleven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Christopher Barthel is a CFP® and ChFC® with 30 years of experience in the financial services industry. He is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Thurston Springer Miller Herd & Titak, Inc. Barthel also operates The Barthel Agency, which provides medical, property, and casualty insurance as well as employee benefit plans. He serves on the board of the Gibson County Chamber of Commerce. LPL Enterprise offers advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm’s approach includes model portfolios developed by LPL’s Research Department and third-party strategists, with discretionary management available through wrap programs and third-party asset management platforms.