Susan Shook

Garvis Owens is a financial advisor with IPI Wealth Management, Inc. in Greensburg, IN, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked at Investment Planners Inc since 2021 and previously at Hardwick Capital Management, LLC from 2016 to 2020. Owens is also a voting member on the Finance and Golf Tournament Committees of the Greensburg Decatur County Chamber of Commerce. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans, offering portfolio management, financial planning, and access to third-party manager programs. The firm employs an open-architecture investment platform with proprietary risk-based models and utilizes outsourced operational services to support trade execution, reporting, and fee facilitation.

Brad Tebbe is a financial advisor with StoneX Advisors Inc. and holds a Series 63 designation. He has 28 years of industry experience and has been with StoneX Advisors since 2015. Outside of his advisory role, Tebbe is involved in several business ventures including ownership and management of a liquor store and a CPA firm, serves as a director of a community bank, and holds executive roles in retail pharmacy and liquor businesses. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and related services. The firm uses a variety of investment strategies implemented through advisor-managed portfolios, proprietary models, and third-party managers, supported by platforms such as Envestnet and Advyzon.

Katharine Burger is a financial advisor at StoneX Advisors Inc. with nine years of industry experience. She holds the Series 66 designation and previously worked at Farm Credit Mid-America for three years. Outside of her advisory role, she serves on the Nominating Committee for Farm Credit Mid-America. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm combines independent advisors and an in-house Private Client Group to deliver customized investment strategies through various platforms and third-party managers.

Darci Metcalf is a financial advisor at Fifth Third Securities, Inc. with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities since 2011. Outside of her advisory role, she is a property owner in Metamora, Indiana. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a wide range of clients, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account options and is notable for its municipal-advisor registration combined with its affiliation with Fifth Third Bank.

Rebecca Mc Lean is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 credentials and 36 years of industry experience. She previously worked at Fifth Third Securities for six years before joining Huntington in 2022. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm operates an open-architecture, model-driven platform combining third-party and proprietary investment models, overseeing approximately $6.3 billion in assets across nearly 400 advisors.

Jason Frey is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and 12 years of industry experience. He has been with Money Concepts since 2013 and also serves as President and owner of Tri-County Financial, a tax preparation and accounting firm. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. As an enterprise firm with over 400 advisors, MCAS offers multiple managed programs using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.