Grant Evans is a financial advisor at True North Wealth with eight years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, Edward Jones, Charles Schwab, and ALPS Company. Outside of finance, he owns Evans Basketball Academy, providing basketball lessons and fitness coaching. True North Wealth serves individual clients and employer-sponsored retirement plans, offering investment management, financial planning, retirement plan consulting as a 3(21) fiduciary, and educational seminars. The firm employs an investment approach based on asset allocation and modern portfolio theory, utilizing both passive and active vehicles, and is notable for providing pension consulting and educational services uncommon among similar independent advisors.

John Grimaldi is the sole advisor at Grimaldi Investment Services, LLC in Yorktown, Indiana, with 34 years of industry experience. He holds a Series 63 designation and has worked at Sycamore Financial Group since 1989. Grimaldi Investment Services provides discretionary investment management to individual investors, trusts, estates, nonprofit corporations, and corporate accounts, as well as pension and profit-sharing plans. The firm uses an eclectic investment approach emphasizing value and contrarian styles, combining proprietary fundamental models and technical analysis to build individually managed portfolios.

Douglas Poling is the sole advisor at Poling Capital Management, LLC, an independent firm based in Yorktown, Indiana. He holds a Series 65 designation and has 24 years of industry experience, having led Poling Capital Management since its founding in 2001. Poling Capital Management provides fee-based portfolio and investment management services to individual and high net worth investors, retirement and charitable accounts, and trusts. The firm employs a long-term, risk-adjusted investment approach focused on traditional security analysis, minimizing turnover, and managing investments on a non-discretionary basis with client direction.

David Gilliam is a financial advisor at David P. Gilliam & Associates, Inc. in Muncie, IN, with 39 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 1994 before founding his own firm in 2016. His outside activities include operating his advisory business as a hybrid RIA and offering financial plans on an hourly basis. David P. Gilliam & Associates, Inc. provides financial planning and portfolio management primarily for individuals, including high-net-worth clients, as well as corporations, charities, and retirement plans. The firm combines custom discretionary strategies with third-party advisory programs through LPL Financial, employing technical analysis and allowing clients to impose written investment restrictions.

Samuel Campbell is a financial advisor at David P. Gilliam & Associates, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at LPL Financial and Thrivent Financial. Outside of his advisory role, he serves on the boards of the Martin Riverside Society and Sigma Phi Epsilon AVC in Muncie, Indiana. David P. Gilliam & Associates, Inc. provides financial planning and portfolio management primarily for individuals, including high-net-worth clients, as well as corporations, charities, and retirement plans. The firm combines custom discretionary strategies with LPL-managed programs and employs technical analysis in security selection, offering both discretionary and non-discretionary portfolio management options.

Sarah Mccord is a financial advisor at Cardinal Capital Management, LLC with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with Cardinal Capital Management since 2011. Cardinal Capital Management provides personalized financial planning, discretionary portfolio management, and pension consulting to individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm uses a combination of tactical asset allocation, fundamental and technical analysis, and may employ short-term trading and option strategies when appropriate.

Lee Snider is a financial advisor at Cardinal Capital Management, LLC with 27 years of industry experience. He holds a Series 63 designation and has been with Cardinal Capital since 2012. He also has a longstanding affiliation with Commonwealth Ins dating back to 1987. Cardinal Capital Management provides personalized financial planning, discretionary portfolio management, and pension consulting to individuals, retirement plans, trusts, and other entities. The firm employs a mix of tactical asset allocation, fundamental and technical analysis, and may utilize short-term trading and option strategies.

Chad Gilliam is a financial advisor with David P. Gilliam & Associates, Inc. in Muncie, Indiana, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with David P. Gilliam & Associates since 2016 and also maintains an affiliation with LPL Financial dating back to 2010. David P. Gilliam & Associates, Inc. provides financial planning and portfolio management services primarily for individuals, including high-net-worth clients, as well as corporations, charities, and retirement plans. The firm employs a combination of custom discretionary strategies and LPL-managed programs, incorporating technical analysis and offering clients options for discretionary and non-discretionary portfolio management.

Melissa O'Connor is a financial advisor at Concurrent Investment Advisors, LLC with 11 years of industry experience. She holds Series 65 and Series 66 credentials. Her prior roles include positions at Virtual Partners Group, Comprehensive Financial Consultants, Pulp & Pine, LLC, and several other financial firms. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets with a long-term investment approach that includes customized portfolios using ETFs, mutual funds, individual securities, and alternative investments.

Teresa Jackson is a financial advisor with Key Investment Services LLC in Anderson, IN, holding Series 63 and Series 66 licenses and eight years of industry experience. Her career includes roles at KeyBank and Key Investment Services since 2009. Outside of finance, she owns and operates a small business preparing and selling baked goods called Teresa’s Sweets. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily delivers non-discretionary, model-based wrap programs supported by third-party managers and operates within a bank-affiliated group.

Adam Mc Henry is a ChFC® credentialed advisor with 17 years of industry experience, currently with Bankers Life Advisory Services, Inc. since 2016. He has prior experience at ProEquities, Inc. and has also served as an insurance agent with Bankers Life & Casualty, Inc., focusing on non-variable insurance and annuity products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, emphasizing customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

Robert Donati is a financial advisor with Bankers Life Advisory Services, Inc., holding the ChFC® designation and Series 63 license. He has 26 years of industry experience and has worked with firms including Proequities, Inc. and Bankers Life Securities, Inc. Donati serves as a board member for Muncie Endurathon, Inc., a charitable organization focused on athletics. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, emphasizing customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis in its investment approach.

Rebecca Mc Ardle is a financial advisor at Bankers Life Advisory Services, Inc. with Series 63 and Series 66 licenses and over 15 years of industry experience, including roles at Charles Schwab & Co., Inc. and Charles Schwab Bank. She has been with Bankers Life Advisory Services since 2026. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and offers both wrap and non-wrap programs.

Carmino Bove is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His career includes over a decade at PNC investments and a brief period at Wells Fargo Clearing. Outside of his financial advisory work, he is an owner and board member of Mason Village, Inc., a non-investment-related organization. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees. The firm employs algorithmic risk assessment and delegates portfolio management and proxy voting to third parties using mutual funds and ETFs, with annual rebalancing.

Ashley Hansard is a CFP® professional with six years of experience in financial advisory, currently with Creative Planning since 2020. Prior to that, Ashley worked at Miller Financial Management, LLC for four years and at Ardagh Group for four years. Ashley is based in Muncie, IN. Creative Planning provides comprehensive investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated businesses that extend beyond traditional advisory services.

Dean Meyers is a CFP® professional with 39 years of experience at Edward Jones, where he has worked since 1986. He holds Series 63 and Series 66 licenses and serves as a board director for The 400 Corporation in Muncie, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and maintains a large nationwide network of financial advisors and branches.

Taylor Davis is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2022, Davis worked at Avalign Technologies and held various roles at other firms. Outside of advising, Davis is an associate employee at White River Wealth Advisors in Muncie, IN. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client assessments and supported by extensive research and a broad affiliate network.

Brandt Karnes is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. His prior roles include positions at Tyler Wealth Management and Dennis Wenger & Abrell. He is also a Notary Public and a fixed insurance agent through Tyler Wealth Management. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing risk-tolerance questionnaires, asset allocation software, and portfolio optimization tools to manage investments across various asset classes and program structures.

John Hooker is a CFP®-designated financial advisor with Edward Jones, based in Anderson, IN, with 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory work, he is the owner of a commercial property management business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies supported by a large network of financial advisors and branch offices nationwide.

Dana Stallings is a financial advisor with Cetera, holding a Series 66 designation and 20 years of industry experience. Prior to joining Cetera, Stallings worked at American Portfolios Financial Services, Inc. and First Allied Advisory Services. Outside of advising, Stallings serves as president of Stallings Wealth Management and holds board roles with the National Association of Insurance and the Heart of Indiana United Way, as well as involvement with the Community Foundation of Muncie & Delaware County. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, fiduciary, and retirement services, utilizing a mix of advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions.