The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 1,084,746 6,700 SH SOLE 6,699 0 0
ABBOTT LABORATORIES COM 002824100 681,794 7,514 SH SOLE 7,513 0 0
ABBVIE INC COM 00287Y109 3,870,986 15,383 SH SOLE 15,383 0 0
ADVANCED MICRO DEVICES INC COM 007903107 263,152 453 SH SOLE 453 0 0
AFLAC INC COM 001055102 1,069,050 9,118 SH SOLE 9,117 0 0
ALPHABET INC CAP STK CL A 02079K305 1,065,262 2,981 SH SOLE 2,980 0 0
ALPHABET INC CAP STK CL C 02079K107 2,653,961 7,511 SH SOLE 7,511 0 0
ALTRIA GROUP INC COM 02209S103 341,253 4,743 SH SOLE 4,742 0 0
AMAZON COM INC COM 023135106 2,550,238 10,700 SH SOLE 10,700 0 0
AMERICAN ELEC PWR CO INC COM 025537101 1,171,704 8,564 SH SOLE 8,564 0 0
AMGEN INC COM 031162100 1,047,762 2,893 SH SOLE 2,893 0 0
APPLE INC COM 037833100 9,084,199 31,394 SH SOLE 31,394 0 0
ARES CAPITAL CORP COM 04010L103 1,158,124 62,500 SH SOLE 62,499 0 0
ATMOS ENERGY CORP COM 049560105 270,408 1,570 SH SOLE 1,569 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 303,930 1,357 SH SOLE 1,357 0 0
BANK MONTREAL MEDIUM COM 063671101 1,170,603 6,625 SH SOLE 6,624 0 0
BANK NOVA SCOTIA B C COM 064149107 379,751 4,373 SH SOLE 4,373 0 0
BANK OF AMER CORP COM 060505104 561,521 9,855 SH SOLE 9,854 0 0
BECTON DICKINSON & CO COM 075887109 213,615 1,412 SH SOLE 1,411 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 481,375 962 SH SOLE 962 0 0
BROADCOM INC COM 11135F101 785,695 2,080 SH SOLE 2,079 0 0
C H ROBINSON WORLDWIDE IN COM NEW 12541W209 678,032 3,600 SH SOLE 3,600 0 0
CATERPILLAR INC COM 149123101 1,267,014 1,190 SH SOLE 1,189 0 0
CHEVRON CORPORATION COM 166764100 1,028,381 6,204 SH SOLE 6,204 0 0
CISCO SYS INC COM 17275R102 3,404,705 28,986 SH SOLE 28,986 0 0
CLOROX CO DEL COM 189054109 514,970 5,396 SH SOLE 5,395 0 0
COCA COLA CO COM 191216100 644,428 7,929 SH SOLE 7,929 0 0
COLGATE PALMOLIVE CO COM 194162103 411,527 4,489 SH SOLE 4,488 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 623,370 666 SH SOLE 666 0 0
CUMMINS INC COM 231021106 206,831 290 SH SOLE 290 0 0
CVS HEALTH CORP COM 126650100 532,768 5,150 SH SOLE 5,150 0 0
DARDEN RESTAURANTS INC COM 237194105 589,752 2,863 SH SOLE 2,862 0 0
DOMINION ENERGY INC COM 25746U109 736,438 10,784 SH SOLE 10,783 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 1,323,336 10,455 SH SOLE 10,454 0 0
ELI LILLY & CO COM 532457108 1,358,252 1,132 SH SOLE 1,132 0 0
EMERSON ELEC CO COM 291011104 658,717 4,602 SH SOLE 4,601 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 295,844 8,048 SH SOLE 8,048 0 0
FASTENAL CO COM 311900104 890,592 18,542 SH SOLE 18,542 0 0
FIDELITY COVINGTON TRUST BLUE CHIP GRWTH 316092352 328,376 5,287 SH SOLE 5,287 0 0
FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 11,507,599 252,970 SH SOLE 252,969 0 0
FORD MTR CO COM 345370860 478,683 34,438 SH SOLE 34,437 0 0
GSK PLC SPONSORED ADR 37733W204 202,865 3,870 SH SOLE 3,870 0 0
HARRIS OAKMARK ETF TRUST OAKMARK U S LRG 41456U106 460,518 16,348 SH SOLE 16,347 0 0
HASBRO INC COM 418056107 432,857 5,241 SH SOLE 5,241 0 0
ILLINOIS TOOL WKS INC COM 452308109 1,719,977 6,359 SH SOLE 6,359 0 0
INFOSYS LTD SPONSORED ADR 456788108 122,672 11,694 SH SOLE 11,694 0 0
INTEL CORP COM 458140100 548,950 3,931 SH SOLE 3,931 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 244,674 870 SH SOLE 870 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 868,365 1,179 SH SOLE 1,179 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 285,822 951 SH SOLE 951 0 0
ISHARES TR CORE S&P SCP ETF 464287804 288,391 1,945 SH SOLE 1,944 0 0
ISHARES TR CORE S&P500 ETF 464287200 1,531,323 2,045 SH SOLE 2,044 0 0
ISHARES TR RUS MID CAP ETF 464287499 7,546,202 68,403 SH SOLE 68,402 0 0
ISHARES TR S&P 500 VAL ETF 464287408 245,363 1,081 SH SOLE 1,080 0 0
ISHARES TR CORE S&P MCP ETF 464287507 207,057 2,685 SH SOLE 2,685 0 0
JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI 47804J206 1,630,045 21,746 SH SOLE 21,745 0 0
JOHNSON & JOHNSON COM 478160104 5,432,959 21,392 SH SOLE 21,392 0 0
JPMORGAN CHASE & CO COM 46625H100 3,668,903 11,209 SH SOLE 11,208 0 0
KEEL INFRASTRUCTURE CORP COM SHS 486917107 177,940 31,000 SH SOLE 31,000 0 0
KIMBERLY-CLARK CORP COM 494368103 1,104,708 10,064 SH SOLE 10,063 0 0
LOCKHEED MARTIN CORP COM 539830109 1,087,473 2,135 SH SOLE 2,134 0 0
LOWES COS INC COM 548661107 302,414 1,372 SH SOLE 1,371 0 0
MASTERCARD INCORPORATED CL A 57636Q104 244,680 476 SH SOLE 476 0 0
MCDONALDS CORP COM 580135101 845,213 3,127 SH SOLE 3,126 0 0
MEDTRONIC PLC SHS G5960L103 552,528 7,063 SH SOLE 7,062 0 0
MERCK & CO INC COM 58933Y105 1,301,543 10,129 SH SOLE 10,128 0 0
META PLATFORMS INC CL A 30303M102 471,106 836 SH SOLE 836 0 0
MFS ACTIVE EXCHANGE TRADED F GROWTH ETF 55286W207 466,115 15,400 SH SOLE 15,399 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 673,650 7,387 SH SOLE 7,386 0 0
MICROSOFT CORP COM 594918104 5,900,611 15,818 SH SOLE 15,818 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 329,325 793 SH SOLE 793 0 0
NOVARTIS AG SPONSORED ADR 66987V109 903,033 5,762 SH SOLE 5,762 0 0
NOVO-NORDISK A S ADR 670100205 549,916 11,471 SH SOLE 11,470 0 0
NUTRIEN LTD COM 67077M108 212,660 3,378 SH SOLE 3,378 0 0
NVIDIA CORPORATION COM 67066G104 3,115,969 15,573 SH SOLE 15,572 0 0
OLD NATL BANCORP IND COM 680033107 411,479 15,887 SH SOLE 15,887 0 0
OMNICOM GROUP INC COM 681919106 432,701 5,941 SH SOLE 5,941 0 0
ORACLE CORP COM 68389X105 369,302 2,520 SH SOLE 2,519 0 0
PACKAGING CORP AMER COM 695156109 385,879 1,619 SH SOLE 1,619 0 0
PAYCHEX INC COM 704326107 790,705 8,041 SH SOLE 8,041 0 0
PEPSICO INC COM 713448108 1,379,286 10,187 SH SOLE 10,186 0 0
PFIZER INC COM 717081103 589,251 24,471 SH SOLE 24,470 0 0
PINNACLE WEST CAP CORP COM 723484101 387,219 3,619 SH SOLE 3,618 0 0
PROCTER & GAMBLE CO COM 742718109 1,581,695 10,786 SH SOLE 10,786 0 0
PUBLIC STORAGE COM 74460D109 449,425 1,412 SH SOLE 1,411 0 0
QUALCOMM INC COM 747525103 1,002,657 5,426 SH SOLE 5,425 0 0
REALTY INCOME CORP COM 756109104 2,187,966 35,313 SH SOLE 35,312 0 0
RIO TINTO PLC SPONSORED ADR 767204100 964,417 10,159 SH SOLE 10,159 0 0
ROYAL BK CDA COM 780087102 258,506 1,249 SH SOLE 1,249 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 7,488,376 236,152 SH SOLE 236,151 0 0
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 533,872 15,776 SH SOLE 15,776 0 0
SCHWAB STRATEGIC TR FUNDAMENTAL US S 808524763 2,157,922 56,698 SH SOLE 56,697 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 338,288 11,495 SH SOLE 11,494 0 0
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 377,346 10,235 SH SOLE 10,234 0 0
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 808524755 1,249,179 23,677 SH SOLE 23,676 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1,232,631 34,117 SH SOLE 34,116 0 0
SONOCO PRODS CO COM 835495102 221,681 3,934 SH SOLE 3,934 0 0
SOUTHERN CO COM 842587107 741,265 7,745 SH SOLE 7,744 0 0
SPDR SERIES TRUST ST STR SP DIV 78464A763 811,132 5,330 SH SOLE 5,330 0 0
STARBUCKS CORP COM 855244109 2,900,890 28,387 SH SOLE 28,387 0 0
STEEL DYNAMICS INC COM 858119100 995,416 4,338 SH SOLE 4,338 0 0
SYSCO CORP COM 871829107 1,051,577 12,582 SH SOLE 12,581 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 1,640,712 3,436 SH SOLE 3,435 0 0
TC ENERGY CORP COM 87807B107 644,068 9,716 SH SOLE 9,715 0 0
TEXAS INSTRS INC COM 882508104 447,105 1,500 SH SOLE 1,500 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 1,322,387 10,890 SH SOLE 10,890 0 0
UNILEVER PLC SPON ADR NEW 904767803 469,924 7,816 SH SOLE 7,816 0 0
UNITED PARCEL SVCS INC CL B 911312106 566,668 5,271 SH SOLE 5,271 0 0
UNITEDHEALTH GROUP INC COM 91324P102 643,338 1,548 SH SOLE 1,547 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 221,180 337 SH SOLE 337 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 3,825,305 17,553 SH SOLE 17,552 0 0
VANGUARD MALVERN FDS CORE BD ETF 922020748 3,212,634 41,597 SH SOLE 41,596 0 0
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 6,148,733 121,565 SH SOLE 121,564 0 0
VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 1,099,202 5,624 SH SOLE 5,624 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 6,660,373 42,146 SH SOLE 42,146 0 0
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 3,261,939 33,217 SH SOLE 33,217 0 0
VANGUARD WORLD FD HEALTH CAR ETF 92204A504 224,911 752 SH SOLE 752 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 2,510,394 59,291 SH SOLE 59,291 0 0
VISA INC COM CL A 92826C839 266,879 778 SH SOLE 777 0 0
WALMART INC COM 931142103 1,428,888 12,616 SH SOLE 12,616 0 0
WELLS FARGO & CO COM 949746101 1,428,703 17,288 SH SOLE 17,288 0 0
WELLTOWER INC COM 95040Q104 467,995 2,062 SH SOLE 2,061 0 0
WISDOMTREE TR US LARGECAP DIVD 97717W307 3,309,888 34,363 SH SOLE 34,363 0 0
WISDOMTREE TR US QTLY DIV GRT 97717X669 5,345,029 55,899 SH SOLE 55,898 0 0
WISDOMTREE TR US HIGH DIVIDEND 97717W208 1,704,817 14,996 SH SOLE 14,996 0 0
WISDOMTREE TR US SMALLCAP DIVD 97717W604 3,061,387 75,255 SH SOLE 75,255 0 0
WISDOMTREE TR US MIDCAP DIVID 97717W505 7,051,165 124,755 SH SOLE 124,755 0 0
WISDOMTREE TR US AI ENHANCED 97717W406 811,756 6,190 SH SOLE 6,190 0 0
WISDOMTREE TR US S CAP QTY DIV 97717X651 2,564,399 43,205 SH SOLE 43,205 0 0