Richard Smith

Aaron Smith is a financial advisor at Smith Financial Investment Advisors, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Mercap Securities, LLC since 2014 and at Smith Financial Corp since 1993. Outside of his advisory role, Smith is an attorney and proprietor of Aaron Smith Law Services, and he serves on the investment committee of the Community Foundation of Howard County as well as holds leadership roles with local charitable organizations including the Boy Scouts of America Sagamore Council and the Rotary Club of Kokomo. Smith Financial Investment Advisors, Inc. provides investment supervisory services and comprehensive financial planning to individuals, retirement plans, and charitable institutions. The firm constructs long-term, risk-based portfolios using mutual funds and ETFs guided by Modern Portfolio Theory, customizing portfolios to client tax needs, cash flow, and risk tolerance, and offers regular performance reviews.

Blake Brutus is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Smith Financial Investment Advisors, Inc. since 2019 and previously held roles at Aetna-Continental Life Insurance, Quaff On! Restaurants, Indiana University Athletic Ticket Office, The Tap, and Logo USA. Smith Financial Investment Advisors, Inc. offers investment supervisory services and comprehensive financial planning for individuals, retirement plans, charitable institutions, foundations, and endowments. The firm uses Modern Portfolio Theory to construct long-term, risk-based portfolios primarily with mutual funds and ETFs, customizing portfolios based on client tax needs, cash flow, and risk tolerance.

Frederick Matthes is a financial advisor at Sycamore Financial Group in Kokomo, IN, holding a Series 65 designation with one year of industry experience. His prior work includes roles at CareerWise USA, Amazon Inc, Matthes Dental, and involvement with the University of Illinois Champaign-Urbana Gies School of Business. He has also contributed to the Indiana University Kokomo student newspaper. Sycamore Financial Group serves individuals, corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts, often working with closely held businesses. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, focusing on fundamental analysis and proprietary model portfolios with a long-term investment orientation.

Jared Foote is a financial advisor with Milestone Asset Management, LLC, holding a Series 65 designation. He has been in the industry since 2022, with prior experience at WealthPoint Advisors and New York Life. Milestone Asset Management provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages approximately $546 million in client assets across about 1,200 client relationships, utilizing a combination of internally managed and third-party model portfolios with discretionary management and a tactical and strategic investment approach.

Thomas Hayes is a financial advisor at Milestone Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked in various roles including positions at the University of Tampa and Crooked Stick Golf Club. Milestone Asset Management provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages approximately $546 million in client assets using a mix of internally managed and third-party model portfolios, employing tactical and strategic approaches informed by fundamental, technical, cyclical, and charting analysis.

Craig Smith is a financial advisor with Sycamore Financial Group in Kokomo, IN, holding CFP® and Series 63 designations and bringing 50 years of industry experience. He has worked at Sycamore Financial Group since 1983 and previously at K.J. Brown & Co. Inc. since 1973. Outside of his advisory role, he is involved in farming as a member of H & W Smith Farms LLC. Sycamore Financial Group serves a diverse client base, including individuals, corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts, with a focus on coordinating business and personal finances for closely held businesses and their owners. The firm employs a fundamental bottom-up investment approach with proprietary model portfolios and primarily manages accounts with a long-term orientation.