David Brooks is a financial advisor at Brooks Investment Advisory Service in Seymour, Indiana, holding a Series 65 designation with 21 years of industry experience. He has worked at Irwin Union Bank and Trust since 1991. Brooks Investment Advisory Service provides continuous investment and portfolio management services to individuals, banks, thrift institutions, and trusts or estates, managing approximately $20.6 million in discretionary assets. The firm employs a buy-and-hold strategy with investment decisions made on a discretionary basis using both fundamental and technical analysis.

Benjamin Kuhlman is a financial advisor at Valentine Wealth Management in Seymour, IN. He holds a Series 66 designation and has been in the industry since 2023, previously working at Raymond James Financial Services and Cummins. Outside of advising, he operates a support company under the name Forman Investment Services. Valentine Wealth Management is an independent, fee-only advisory firm serving individual clients and plan sponsors with investment management, financial planning, and retirement plan consulting. The firm emphasizes tailored portfolios using a diversified, mainly passive approach based on Modern Portfolio Theory and also provides educational seminars and public speaking engagements.

Valentine Wealth Management was created to provide a high touch wealth management service for both personal and business finances clients that desire a proactive relationship that will maximize their ability to reach their goals. Where there are higher levels of complexity, we believe that we provide a higher value to our clients. We will dive deep into your goals and guide you through all financial decisions you face as well as accountability on implementation and execution.

Stephen Boggs is a financial advisor with Robert W. Baird & Co. and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including roles at J.J.B. Hilliard, W.L. Lyons, Inc. since 1993 and Baird since 2019. Outside of his advisory work, he is a member of TIPTON Partners LLC, where he co-manages and maintains a building, and serves on the board and investment committee of the Southwest Indiana Church of the Nazarene. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex allocations, along with municipal advisory and public finance services.

Trina Tracy is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Seymour, IN. Her prior roles include positions at Vision Financial Group and Jackson County Bank. She was also involved with the Mutton Creek Homeowners Association for eight years. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting, emphasizing an advisory approach supported by in-depth analysis and firm research.

Zane Clayburn is a financial advisor with Raymond James Financial Services in Seymour, IN, holding a Series 66 designation and four years of industry experience. He previously worked at Old National Bank, Cummins, and various roles at JCBank, where he transitioned from bank teller to financial advisor support before joining Raymond James. Clayburn is also employed at JCBank, operating within the bank while serving as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services and institutional consulting, emphasizing tailored plans based on client risk profiles and asset allocation analysis.

Samantha Wesner is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has worked exclusively at Edward Jones since 2015. Outside of her advisory role, she is involved in managing family farm operations that include crop production and cattle. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the country.

Matthew Baker is a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2020, he worked in education with Bartholomew Consolidated School Corporation and Evansville Vanderburgh School Corporation. He holds a Series 66 designation. 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, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, affiliated mutual funds, and overlay and tax-efficient services, managing approximately $1.01 trillion in assets.

Andrea Hall is a financial advisor with Edward Jones in Seymour, IN, holding the CFP® certification and Series 66 license. She has 12 years of industry experience, all with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Adam Jackson is a financial advisor with Edward Jones in Seymour, IN, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he is a member of A&A Jackson Properties, a real estate business based in Brownstown, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.