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.

Victor Aydt is the sole advisor at Aydt Investment Management, Inc. in Evansville, IN, holding the CFP® designation with 27 years of industry experience. He has operated both his investment management firm and a tax and accounting CPA practice since 1997. His tax and accounting practice involves tax planning and return preparation. Aydt Investment Management provides investment supervisory services and financial planning to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs an asset-allocation approach using exchange-traded funds, no-load mutual funds, and other publicly traded securities, offering separate financial planning engagements as requested.

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.

Jon Dauble is the sole advisor at Dauble+Worthington Equity Portfolios in Evansville, IN, holding Series 63 and Series 65 licenses with 21 years of industry experience. His prior roles include positions at Osage Pacific Advisor, Inc., Jon A Dauble & Co., LLC, Dauble, Wilson, Worthington LLC, and Dauble+Worthington Capital Management. Outside of investment advisory, he serves as an officer and owner of The Dauble Companies, which provides tax mitigation services. Dauble+Worthington Equity Portfolios offers personalized, discretionary investment advisory and monitoring services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a mix of analytical methods and provides ongoing supervision, periodic rebalancing, and performance reporting, serving both individual and institutional clients.

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.

Patrick Freeman is a financial advisor at Freeman, Will & Niemeier, Inc. with 18 years of industry experience. He holds the ChFC® and Series 63 designations. His work history includes long-term roles at LPL Financial Corporation and Mutual Service Corporation. Freeman, Will & Niemeier, Inc. provides advisory services to individuals, pension and profit-sharing plans, and charitable organizations, focusing on non-discretionary portfolio management and personalized investment policies. The firm combines fundamental and technical analysis with asset allocation and mutual fund/ETF evaluation, managing over $256 million in client assets.

Jackie Overstreet is a financial advisor at Dauble+Worthington Equity Portfolios in Evansville, IN, holding Series 63 and Series 65 designations with 14 years of industry experience. She has been with Dauble+Worthington Capital Management since 2015. Dauble+Worthington Equity Portfolios provides discretionary investment advisory and monitoring services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a variety of analysis methods and offers tailored investment plans with ongoing supervision, serving both individual and institutional clients.

John Worthington is a financial advisor with Dauble+Worthington Equity Portfolios in Evansville, IN, holding a Series 66 designation and 17 years of industry experience. He has been involved with Dauble, Miser, Worthington, LLC since 2016 and operates Worthington Investments, LLC, which manages multifamily property investments through an independent third party. Worthington also co-manages Dauble, Miser, Worthington, LLC, advising clients on tax and wealth strategies. Dauble+Worthington Equity Portfolios offers personalized discretionary investment advisory and monitoring services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a variety of analytical methods and provides ongoing portfolio supervision, including performance reporting and the use of both long-term and shorter-term strategies tailored to client risk profiles.

Hello there! I’m Andrew, Founder and Owner of Lever Wealth Management. I am a Chartered Financial Analyst Charterholder and Certified Financial Planner Professional who spent the last decade performing complex wealth and retirement planning for Ultra High Net Worth Families, and personally managed their investments. Prior to that, I was a bank examiner for the Office of the Comptroller of the Currency, regulating Nationally Chartered Banks. Dream job, right? Well, over the years I have become let down with the incentive structures of the vast majority of financial services firms. It is hard to truly work deeply with your clients and focus on adding value to their life when incentives are focused on product sales and asset growth. I don’t know about you, but I tend to see most financial advisors trying to continually gather more and more assets (to the detriment of their current clients), advising only on what they personally manage rather than all assets (to the detriment of their current clients), and making big fancy promises to those new clients (to the detriment of their current clients). These create significant conflicts of interest and started to dishearten me. So, I decided to make a change and be a solution for those who are looking to live their life freely and make an impact on others. I have been married to my amazing wife Kerra for ten years, and we have two children Eli (4) and Amelia (1). We particularly enjoy traveling as a family to France and Hawaii, and are dedicated to our local church Encounter. Finally, I fell in love with Brazilian Jiu Jitsu many years ago, and am a purple belt that competes from time to time. Hope to talk soon.

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.

John Claybon is a CFA® charterholder with eight years of industry experience. He is currently a senior managing director at 1834 Investment Advisors Co. and Old National, both subsidiaries of Old National Bancorp. He holds dual roles at these affiliated firms. 1834 Investment Advisors Co. is an SEC-registered adviser managing over $1 billion for individuals, retirement plans, institutions, and banking clients. The firm provides discretionary portfolio management, retirement-plan services, private investment consulting, and financial planning, utilizing asset-allocation strategies and proprietary market research.

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.