Malcolm Polley

Galen Bargerstock Jr. is a financial advisor at Foundations Investment Advisors LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Encompass More Asset Management LLC and Verity Investments, Inc. Outside of his advisory role, he serves as president of an insurance agency. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individual investors, trusts, estates, retirement plans, and businesses. The firm employs model allocations and third-party sub-advisers and operates through a large network of affiliated offices and licensed representatives.

Levi Allison is a financial advisor at Signal Advisors Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms including Encompass More Asset Management LLC and Stokes Retirement Ltd. Outside of advisory work, he is also licensed as an insurance agent, engaging in the sale of various insurance products. Signal Advisors Wealth provides investment management and financial planning services to individual, high-net-worth, family, and business clients. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, offering discretionary model portfolios and third-party manager strategies through its Signal Platform.

Nolan Stokes is a financial advisor at Signal Advisors Wealth, LLC with two years of industry experience. He holds a Series 65 credential and has worked at several firms, including Foundations Investment Advisors and Encompass More Asset Management LLC. Outside of his advisory role, he is involved as a life and annuity insurance producer at Forest Ridge Private Wealth LLC. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent RIAs through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach emphasizing tactical asset allocation and sector rotation, managing over $1.3 billion in discretionary assets across a team of ten advisors.

Steven Leach is a financial advisor with Trustmont Advisory Group, Inc., holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked at Trustmont since 2020 and previously at Investacorp Advisory Services from 2015 to 2019. Outside of his advisory role, Leach owns Leach Financial Services, where he is involved in securities business and fixed insurance sales. Trustmont Advisory Group serves individual and institutional clients, including pension plans, trusts, and charitable organizations, offering financial planning, investment advice, and discretionary portfolio management. The firm employs a long-term investment approach supported by public research and adviser judgment and manages approximately $1.1 billion in discretionary assets.

Christopher Adams is a financial advisor at Ameritas Advisory Services, LLC with Series 63 and Series 65 licenses. He is based in Indiana, Pennsylvania. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm’s offerings include discretionary and non-discretionary programs, model portfolios, and both in-house and third-party management solutions.

Larry Catlos is a financial advisor with Eagle Strategies (NY Life) in Indiana, PA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Eagle Strategies since 1999 and has a long tenure with New York Life and Nylife Securities dating back to 1979 and 1982, respectively. Outside of his advisory role, he is involved in coaching and personal development through his sole proprietorship, Strategic Planning Partners, and serves as chairperson of the Mission’s Committee and a member of the Church Council at Grace Church of Indiana. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, managing over $25 billion in regulatory assets.