Don is an Investment Advisor and Pension Consultant. Don is located in the Kokomo office. He has 30 years of investment and pension experience. Don has been with Sycamore Financial Group for 18 years.

PROVIDER FINANCIAL is a financial services company based out of 3091 EAST 98TH STREET, SUITE 200, INDIANAPOLIS, Indiana, United States.

J&J Group, including J&J Advisors LLC & J&J Agency USA LLC, is a financial advisory group to single family offices, ultra high-net-worth individuals, and third party capital providers. It was founded by Daniel Chang in 2013 to bridge the gap between the East and the West, between FIs and UHNWIs, and between online and offline.

Assists in day to day benefits processes including enrollments, terminations, and claims. She also works with clients to complete the necessary documents to enroll with a new carrier or with their renewal process.

Periculum Capital Company is a leading Midwestern investment and merchant banking firm, serving the corporate finance needs of growth and other middle market companies through providing mergers and acquisitions advisory services, corporate finance and capital markets services, special situations services for companies experiencing balance sheet and/ or earnings stress, and merchant banking services. The firm was founded in 1998 with the vision of bringing high levels of financial advisory and transaction skills to middle market companies. Periculum is a registered broker-dealer with FINRA through its operating subsidiary.

Peloton Capital Management is an independent, SEC-registered investment advisor centrally located in Indianapolis, Indiana. We are an employee-owned private wealth management firm and emerging institutional asset manager with nearly $300 million in total assets under management. Founded in 1984, our senior investment professionals have an average of 29 years industry experience, and we specialize in the management of customized high quality domestic growth equity and balanced portfolios for both private clients and institutions. We adhere to a disciplined and proven investment process to deliver superior risk-adjusted returns for our clients. The investment committee’s extensive experience and team continuity is the foundation to our collaborative investment approach. Our singular focus is on achieving each of our client’s unique investment objectives while striving to deliver excellence in portfolio management and client service. For more information, visit pelotonasset.com

I help prepare for client meetings (discussing investments, tax strategy, retirement planning, and more), construct client portfolios, and will assist in the tax return cycle.

NORTHWEST FINANCIAL SERVICES, INC. is a financial services company based out of 9333 N MERIDIAN ST, STE 300, INDIANAPOLIS, Indiana, United States.

• Indianapolis based boutique investment bank founded by former bulge bracket, Wall Street investment bankers focused on select end-markets• Completed an intense 6-month (over two summers) analyst training program while assisting on multiple capital raise, buy-side, and sell-side transactions• Examined financial data, provided comparable analyses of companies and transactions, built visuals and CIP content, and ran financial valuation models of prospective companies• Developed market knowledge from both buy-side and sell-side transactions• Worked with senior bankers to build strategy, positioning, buyer lists, and marketing documents related to transactions

Wealth Advisors Our Mission: Langdon Shaw Associates, Inc. was created to help our clients establish and maintain a sense of financial direction. Our Goal: As we seek to accomplish our mission, we aspire to earn the respect and confidence of our clients. As advisors, we strive to deliver quality advice, services, and products while remaining responsive to our clients changing circumstances. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com. Langdon Shaw Associates and the above firms are independent and non-affiliated.

RiceBarrett Family Wealth is an independent multi-generational wealth advisory firm committed to providing financial, investment, and estate planning strategies focused on building and preserving family wealth. Dedicated to deep and long-term value, RiceBarrett seeks to grow and protect client wealth through market participation buffered by risk protection. Because a key tenet of RiceBarrett’s philosophy is to emphasize quality over quantity, its exclusive focus is on delivering comprehensive service to clients through close intergenerational relationships along with personalized strategic financial plans designed to help families achieve their retirement, health, philanthropic, leisure, and family life goals utilizing tax-efficient strategies. RiceBarrett’s core values are aligned with those of the families they serve, which enables their clients to be confident in the practice’s ability to deliver the most intelligent financial solutions and strategies. As an independent firm, RiceBarrett is ideally positioned to provide heightened guidance, greater benefits, more sophisticated financial solutions, and opportunities to clients and their families. Simply put, we are big enough to get the job done, and small enough to get the job done right. RiceBarrett’s highest priority is to put clients first. Always. Thank you for your interest. For more information, please visit our website at ricebarrett.com, write us at [email protected], or contact us directly at (317) 819-5430.

Partnered with financial advisor to assist with client servicing, investment research and business development. Maintained FINRA Series 7 and 66 licenses.