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.

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.

William Washburn is a CFP® professional with 30 years of experience in financial services. He currently operates as the sole advisor at Clarity Financial Organization, LLC, an independent firm based in Boonville, IN. His prior experience includes roles at Raymond James Financial Services Advisors, Inc., Rushing Financial, and managing his own advisory business, Washburn Wealth Advisors. He also holds a fixed insurance agent license and conducts limited insurance sales. Clarity Financial Organization serves individuals and families with wealth management and comprehensive financial planning, offering discretionary portfolio management and access to LPL-sponsored advisory programs. The firm constructs portfolios tailored to clients’ goals, time horizons, and risk tolerances using diversified mutual funds, ETFs, individual securities, and fixed income.

Elizabeth Allison is a financial advisor at Gates Investment Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked for Evansville Teachers FCU for 11 years. Outside of advising, she is also an insurance agent involved in life and annuity insurance sales through Gates Financial Services, LLC. Gates Investment Advisors provides personalized investment management and financial planning services primarily to individual and high-net-worth clients. The firm employs a goal-based investment approach and combines fundamental, technical, and cyclical analysis to tailor portfolio management and financial recommendations.

Gary Gates is a financial advisor at Gates Investment Advisors, LLC with 19 years of industry experience. He holds a Series 65 designation and has been involved with Gates Investment Advisors since 2007 and Gates Financial Services, LLC since 2012. Outside of advisory services, he is also active as an insurance agent and provides tax preparation services. Gates Investment Advisors offers personalized investment management and financial planning primarily to individual and high-net-worth clients. The firm employs a goal-based investment approach that incorporates fundamental, technical, and cyclical analyses, with portfolio reviews conducted regularly and custodians selected for execution and reporting quality.

Thomas Lynch is a financial advisor with LYNCH & Associates in Newburgh, IN, holding a Series 63 designation and 27 years of industry experience. He has been with LYNCH & Associates since 1994. Lynch also serves as a trustee for the Anthem Trust Fund. LYNCH & Associates provides discretionary and non-discretionary investment advisory and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and qualitative analysis to implement various investment strategies, including the use of margin in managed accounts.

Kenneth Parker is a financial advisor at LYNCH & Associates with 27 years of industry experience. He holds a Series 65 designation and is based in Newburgh, Indiana. LYNCH & Associates provides discretionary and non-discretionary investment advisory and consulting services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a combination of fundamental, technical, and qualitative analysis to implement both long- and short-term strategies, with notable features including the use of margin in managed accounts and specific custody and trading practices.

Matthew Hampton is a financial advisor at LYNCH & Associates with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Scottrade Inc for six years. LYNCH & Associates provides discretionary and non-discretionary investment advisory and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a combination of fundamental, technical, and qualitative analysis to implement both long- and short-term strategies, including asset allocation and mutual fund/ETF selection.

Joseph Berry is a financial advisor at LYNCH & Associates with four years of industry experience. He holds a Series 65 designation and previously worked for Warrick County School Corp for ten years. LYNCH & Associates provides discretionary and non-discretionary investment advisory and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and qualitative analysis to implement both long- and short-term strategies, including asset allocation and mutual fund/ETF selection.

Benjamin Brown is a financial advisor at KCPAG Financial Advisors LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Kemper Capital Management, Fastenal Company, and DoorDash. Outside of his advisory role, he has been involved with Illiana Christian Assembly, Inc. for nine years. KCPAG Financial Advisors LLC offers personalized financial planning, discretionary asset management, and retirement plan consulting to a range of clients including individuals, trusts, and business entities. The firm utilizes fundamental analysis and a mix of long- and short-term trading strategies, providing access to institutional model portfolios and third-party programs while accommodating client-specific investment restrictions.

Ryan Lynch is a CFP®, ChFC®, and Series 65-registered advisor with 27 years of industry experience. He has been with Lynch & Associates since 1995. Lynch & Associates provides discretionary and non-discretionary investment advisory and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and qualitative analysis to implement both long- and short-term strategies, including asset allocation and mutual fund/ETF selection.

Shawna Horne is a financial advisor with KCPAG Financial Advisors LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her career includes roles at Kcpag Brokerage LLC, Kcpag Insurance Services LLC, Securities America, Inc., and Kemper Capital Management LLC. She has been with KCPAG Financial Advisors LLC for 25 years. KCPAG Financial Advisors LLC offers personalized financial planning, discretionary asset management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm utilizes a combination of fundamental analysis, trading strategies, and institutional model portfolios, providing clients access to multiple advisory programs and third-party platforms.

Evan Lynch is a financial advisor at LYNCH & Associates with a Series 65 designation and two years of industry experience. He has been with LYNCH & Associates since 2020 following seven years as a student. LYNCH & Associates provides discretionary and non-discretionary investment advisory and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and qualitative analysis to implement both long- and short-term strategies, including the use of margin in managed accounts.

Ronald Pohl is a financial advisor at KCPAG Financial Advisors LLC with 23 years of industry experience. He holds a Series 65 designation and has previously operated his own advisory businesses, including RJ Pohl Advisor Services, Inc. Outside of his advisory work, he is a minority owner of Guggman Haus Brewing Company, where he occasionally assists with accounting, payroll, and tax matters. KCPAG Financial Advisors LLC offers personalized financial planning, discretionary asset management, and retirement plan consulting for individuals, trusts, charitable organizations, and business clients. The firm utilizes a combination of fundamental analysis, institutional model portfolios, and third-party programs to develop customized investment strategies.

Paul Kohlman is a ChFC® credentialed financial advisor with 39 years of industry experience. He is currently with KPP Advisory Services LLC and has previously worked at LPL Financial LLC and Concourse Financial Group Securities Inc. Kohlman is also involved with AFG Financial, LLC, a business he has maintained for several decades. KPP Advisory Services LLC provides personalized financial planning, investment management, comprehensive wealth management, and employer-sponsored retirement plan consulting to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $874 million in client assets and offers a fiduciary-standard investment approach that includes mutual fund and ETF-focused portfolios supplemented by third-party managers and algorithm-based strategies.

James Lynch is a financial advisor at LYNCH & Associates with 6 years of industry experience. He holds the ChFC® designation and Series 65 license and has been with LYNCH & Associates since 2003. LYNCH & Associates provides discretionary and non-discretionary investment advisory and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and qualitative analysis to implement both long- and short-term strategies, including the use of margin in managed accounts with client approval.

John Porter is a CFA® charterholder with 28 years of industry experience. He has worked at KCPAG Financial Advisors LLC since 2001 and was previously with Securities America, Inc. from 2005 to 2019. He is also associated with Kemper Capital Management LLC and related entities. KCPAG Financial Advisors LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients by providing financial planning, discretionary asset management, and retirement plan consulting. The firm uses a combination of fundamental analysis, trading strategies, and institutional model portfolios, offering personalized investment programs with quarterly reviews.

Benjamin Russell is a CFP® with 16 years of industry experience, currently serving as a financial advisor at KCPAG Financial Advisors LLC in Evansville, IN. He has worked with KCPAG Financial Advisors, Kcpag Insurance Services LLC, Kemper Capital Management LLC since 2016, and previously with Securities America, Inc. from 2016 to 2019. KCPAG Financial Advisors LLC provides personalized financial planning, discretionary asset management, and retirement plan consulting for individuals, trusts, estates, charitable organizations, and business clients. The firm utilizes a combination of fundamental analysis, trading strategies, and institutional model portfolios, offering access to multiple advisory programs and third-party platforms.

David Diekmann is a financial advisor at Gladstone Wealth Partners with 16 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Gladstone Wealth Group in 2021, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2009 to 2021. Gladstone Wealth Partners provides asset management, financial planning, retirement plan consulting, and advisory services to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment strategies through a network of independent advisers and has a noted role in pension consulting and ERISA retirement plan fiduciary services.