Victor Aydt

Yu Zhou is a CFA® charterholder based in Newburgh, Indiana, with six years of industry experience. He has held a long-term role at Mead Johnson Nutrition since 2008. ZYC Investment LLC provides portfolio management, financial planning, and retirement plan and employee benefit consulting services. The firm serves both individual and institutional clients, combining pension consulting with wealth management and employs a multi-disciplinary investment process overseen by an investment committee.

Justin Naab is a financial advisor at Summit Investments, Inc. in Newburgh, Indiana, holding a Series 65 designation with 27 years of industry experience. He has been with Summit Investments since 1996. Summit Investments, Inc. provides customized investment management services primarily to individual clients, managing approximately $6.55 million on a discretionary basis. The firm’s investment approach is long-term and risk-adjusted, focusing on fundamental analysis and minimizing turnover and tax consequences, with client accounts custodied at Charles Schwab.

Matthew Engbring is a financial advisor at Porter Avenue Capital Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Porter Avenue Capital Management since 2013. Porter Avenue Capital Management provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm uses a combination of charting, fundamental and technical analysis, and employs a range of strategies from long-term investing to short-term trading, including short sales, margin transactions, and options writing.

Erik Goodge is a CFP® with 10 years of industry experience, currently serving as the sole advisor at uVest Advisory Group, LLC. His prior experience includes roles at Origin Financial and Endress Capital Management, as well as a position at the University of Evansville. He is the owner of uVest Advisory Group, where he focuses on financial planning and portfolio management. uVest Advisory Group provides financial planning and portfolio management services to individual clients, high-net-worth individuals, small businesses, and retirement plan sponsors. The firm employs a passive, long-term investment approach using ETFs and individual stocks, offers educational workshops, and provides both comprehensive and modular planning services.

Stephen Keck is a CFA® charterholder and the sole advisor at Mulberry Capital Management in Evansville, Indiana, with 16 years of industry experience. He has led Mulberry Capital Management since 2014. Keck is involved with the Downtown Evansville Kiwanis Club, a community service organization. Mulberry Capital Management provides investment advisory services to individuals, banks, charitable organizations, and other advisers. The firm emphasizes portfolio management, investment policy development, and manager selection, serving a diverse client base with strategies that incorporate fundamental and technical analysis alongside modern portfolio theory.

Michael Endress is the sole advisor at Endress Capital Management, L.L.C. in Evansville, IN, holding Series 63 and Series 66 licenses with 15 years of industry experience. He has led his independent firm since 2009. Outside of his financial advisory work, he sells comic books online in his spare time. Endress Capital Management provides discretionary and non-discretionary financial planning and investment management services to individuals, businesses, churches, and non-profit organizations. The firm employs a primarily passive investment approach using ETFs and mutual funds, supplemented by selective individual security choices, and offers ongoing educational and engagement activities tailored to its client base.