Thomas Willis

Lisa Clark is a financial advisor at Champion Financial Inc. in Velpen, Indiana, with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with Champion Financial since 2011. Champion Financial, Inc. is an independent registered investment adviser serving individual and high-net-worth clients through financial coaching, investment, and financial planning. The firm emphasizes broad diversification based on Modern Portfolio Theory and the Efficient Market Philosophy, providing asset allocation recommendations and monitoring while outsourcing portfolio management and custody to a third party.

Clifford York is a financial advisor with CWM, LLC in Vincennes, IN, holding a ChFC® designation and Series 63 and 66 licenses. He has 23 years of industry experience, including prior roles at Cetera Advisor Networks LLC and LPL Financial. York serves as a board member on the marketing committee for Knox County Development Corp and provides notary services. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering asset management, financial planning, retirement plan consulting, and sub-advisory services. The firm employs discretionary portfolio management through an Investment Committee and leverages in-house models, third-party sub-advisors, and technology partners.

Andrew Ellermann is a CFP® with 20 years of industry experience. He currently serves as an advisor at Kestra Advisory and Kestra Investment Services, LLC, having joined in 2023 after 14 years at LPL Financial and Old National Bank. Ellermann is also active in his community, serving on the boards of two local nonprofit organizations, Helping His Hands and the South Knox Education Foundation. Kestra Advisory Services provides investment advisory and retirement plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, compliance testing, and investment advice, supporting recommendations with thorough due diligence and serving clients that include large institutional investors.

Eric Bassler is a CFP® with 25 years of experience in financial advisory services, currently with Edward Jones. He has been with the firm since 2000. Outside of his advisory role, he serves as a State Senator in Indiana and holds board positions with the Heart of City organization and the Wabash Valley Correctional Facility advisory board. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory programs under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Troy Stoll is a CFP® professional with 27 years of industry experience, currently serving at OSAIC since 2024. He previously worked at Woodbury Financial Services Inc. and National Planning Corporation. Outside of his advisory role, he is the treasurer and a board member of Sandborn First Christian Church and owns a sole proprietorship providing bookkeeping and financial statement preparation services. He also operates a firearms transfer business as a hobby. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer supporting a large network of financial advisers who serve a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs and access to multiple custodial platforms.

Tyler Vieke is a CERTIFIED FINANCIAL PLANNER™ professional with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,700 financial advisors.