Five Star award winners coreVISION Financial Group

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Indianapolis Five Star award winners
PROFESSIONAL PROFILE
                            
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coreVISION Financial Group
2177 Intelliplex Drive, Suite 201
Shelbyville, IN 46176
Office: 317-398-8200
info@corevisionfg.com
www.corevisionfg.com
Professional ApproachVision Statement:
Helping pre-retirees design and implement customized income strategies aiming to ease the fear of outliving their money. 
Beau BrowningPartnerPhone: 317-398-8200

Beau Browning, ChFC®
Partner
Series 7, 63, 26 held with LPL Financial
beau@corevisionfg.com
Beau Browning brings over 20 years of experience helping people make smart, confident decisions about their money. He works with individuals, families, and business owners to create financial plans that are grounded in strategy but built around real life—whether that means planning for retirement, growing a business, or navigating life’s unexpected turns.
Born in Shelby County, Beau is proud to serve the same community that shaped him. He’s been active in local leadership for years—serving on boards for Shelby Senior Services, SCUFFY, and the Shelby County Chamber of Commerce, including stints as board president. His commitment to service goes beyond finance; he’s a connector at heart, always looking for ways to bring people and ideas together to make a positive impact.
Outside the office, you’ll find Beau spending time with his wife, Mary, and their two daughters, Michaela and Capri. He loves a good mountain getaway, weekend baseball (especially if the Yankees are playing), and finding moments of calm in a fast-moving world. Whether he’s building financial strategies or serving his community, Beau leads with values, vision, and genuine care for the people he works with.
Awards
2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2025 Five Star Wealth Manager*
2014 LPL Financial Freedom Club, based on annual production
2015, 2016, 2017, 2018, 2019, 2020, 2021 LPL Financial Director's Club, based on annual production
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2025 Five Star Wealth Managers.
Brent ThomanPartnerPhone: 317-392-4480

Brent Thoman
 Partner
Series 7, 63, 65, 24 held with LPL Financial
brent@corevisionfg.com
Brent Thoman—a lifelong resident of Shelby County—lives in Shelbyville with his wife, Amanda, and three children: Cooper, Camden, and Kendall. Brent is a graduate of the University of Indianapolis where he played four years of baseball for the Greyhounds. Brent is board President of the Major Health Partners Foundation. He is a parishioner of St. Joseph Catholic Church in Shelbyville, volunteers as a member of their Finance Committee, and is a member of the Knights of Columbus Sacred Heart Council (#882). Brent is an assistant baseball coach for Shelbyville High School for 14 years and is an active alumnus with the University of Indianapolis Greyhound Club. In his spare time he enjoys being outside, playing with his children, and spending time with his wife.
Awards
 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025 Five Star Wealth Manager*

2019 LPL Financial Freedom Club, based on annual production
2020, 2022 LPL Financial Director's Club, based on annual production

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025 Five Star Wealth Managers.
Jason PikePartnerPhone: 317-398-8200

Jason Pike
Partner
Series 7, 63, 65 held with LPL Financial
jason@corevisionfg.com
Originally from Rushville, IN, Jason Pike resides in Knoxville, TN with his wife, Jodi, and two daughters, Ella and Claire. Jason currently sits on the Board of Directors for SCUFFY and Girls Inc. He is an active member of the Knights of Columbus Sacred Heart Council and a supporter of the local FFA program. Jason is a true outdoorsman and enjoys mountain biking and spending time on the lake with his family.
Awards
 2019, 2020, 2021, 2022, 2023, 2024, 2025 Five Star Wealth Manager*
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of 2019, 2020, 2021, 2022, 2023, 2024, 2025 Five Star Wealth Managers.

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                        This award was issued on 09/01/2025 by Five Star Professional (FSP) for the time period 11/27/2024 through 05/01/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1904 Indianapolis-area wealth managers were considered for the award; 133 (7 % of candidates) were named 2025 Five Star Wealth Managers.  The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 1,650, 143, 9%, 9/1/24, 11/14/23 - 5/31/24;  2023: 1,594, 132, 8.28%, 9/1/23, 11/14/22 - 5/31/23;  2022: 1673, 131, 8%, 9/1/22, 12/27/21 - 6/24/22; 2021: 1716, 128, 7%, 9/1/21, 12/7/20 - 7/2/21; 2020: 1786, 143, 8%, 9/1/20, 12/2/19 - 6/12/20; 2019: 1659, 153, 9%, 9/1/19, 11/19/18 - 6/28/19; 2018: 1588, 149, 9%, 9/1/18, 12/28/17 - 7/23/18; 2017: 1164, 182, 16%, 9/1/17, 12/29/16 - 7/13/17; 2016: 1083, 332, 31%, 8/1/16, 1/15/16 - 7/21/16; 2015: 1743, 348, 20%, 9/1/15, 1/15/15 - 7/21/15; 2014: 2009, 360, 18%, 9/1/14, 1/15/14 - 7/21/14; 2013: 1624, 413, 25%, 9/1/13, 1/15/13 - 7/21/13; 2012: 1375, 387, 28%, 9/1/12, 1/15/12 - 7/21/12. 
                    
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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
Disclosure: The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama, Arizona, California, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Massachusetts, Michigan, Minnesota, Missouri, Montana, New Jersey, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington, West Virginia and Wisconsin.

        *Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
    
                    Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations.  FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.