Broker Check

Strategic Partners

CoreVision Financial Group – Nashville


153 East Main Street
PO Box 531
Nashville, IN 47448

Office: 812-988-6077

Cell: 812-327-0889

Fax: 812-988-6179

James F. Walker, Jr.

Financial Consultant

James F. Walker, Jr. is a United States Naval veteran, having served onboard the USS King(DDG-41). He is a graduate of Indiana Wesleyan University with a Bachelor of Science degree in Business Administration. He resides in Bloomington along with his daughter, Jasmine.

Jim is located in the Nashville office. He is an active participant in the Brown County Education and Workforce Advisory Team that is associated with the Regional Opportunity Initiatives, Inc. Jim is a 30-year member of the American Legion Post 18.

Ed Ryan Investment Group, CoreVision Financial Group, and LPL Financial are separate entities.

Audrey Morgan

Office Manager, Nashville, IN

Audrey hails from the home of the Indiana Hoosiers—Bloomington—but now resides in Nashville with her husband, Michael, and two children, Carter and Carlee. A graduate of Edgewood High School and Indiana State University, Audrey began her career in the field of education. After spending time at home to start a family, she decided to re-enter the workforce with CoreVision Financial Group, as she enjoys working with a team and using her skillset in a new capacity. Audrey volunteers as a volleyball coach when time permits and enjoys boating, camping, playing sports, and spending time outdoors with friends and family.

Gandolph Financial Services


781 Old Eagle Way
Suite A
Greenwood, IN 46143

Office: 317-887-9434

Cell: 317-658-9434

Fax: 317-887-9434

Daniel J. Gandolph

LPL Investment Advisor Representative

Dan Gandolph is a graduate of Center Grove High School and currently resides in Greenwood, IN. He attended Saint Joseph’s College on football and academic scholarships, where he graduated in May 1997 with a Bachelor of Science in Business Management. Immediately after college, he founded Gandolph Financial Services, where he has been helping individuals and small businesses establish future financial plans ever since. Dan Gandolph is married to his wife, Amy, and they have four wonderful children: Ava, Maddox, Brody, and Isla. In his spare time he enjoys sports, construction/remodeling, fishing, travel, and spending time with his family. Dan is very active in the community and was even a wrestling coach at Center Grove High School for 10 years.

Dan strives to provide an additional personal touch by coming to you. He feels the best conversations occur in the comfort of one’s home, but is more than willing to meet at your place of work, for lunch, or perhaps a cup of coffee!

Gandolph Financial Services, CoreVision Financial Group, and LPL Financial are separate entities.

Balchik and Associates


14709 Alsong Court
Carmel, IN 46032

Phone: 317-777-4214

Fax: 317-564-8048

Thomas J. Balchik, ChFC

LPL Financial Planner

Tom Balchik is originally from Michigan and a graduate of Michigan State University with a Bachelor of Science degree and a Masters of Business Administration. He has lived in Westfield for the past 25 years with his wife, Brenda. They have three children, Adam, Allison, and Michelle and welcomed their first grandchild in 2016. Tom has served in many leadership roles in Westfield including Scoutmaster of Westfield Troop 107, Coach of Westfield Youth Soccer Association, supporter of Amanda Strong Foundation, and member of Westfield Lions Club.

Balchik and Associates, CoreVision Financial Group, and LPL Financial are separate entities.

You are under no obligation to use the services of any of the entities shown, and may choose any qualified professional to provide any of the services described above.