Brian Doak

Edward Argus is the sole advisor at Argus Efficient Capital, LLC, holding Series 65 and Series 66 licenses with two years of industry experience. He serves as Investment Officer of Risk at Indiana University Health and is the Executive Director of the CFA Society Indianapolis. Prior to founding Argus Efficient Capital, he worked at SEI Family Office Services for twelve years. Argus Efficient Capital provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as subadvisory services to other investment advisers. The firm uses a dynamic asset allocation strategy combining modern portfolio theory with quantitative and technical analysis, generally implementing portfolios with ETFs and mutual funds.

Andrew Durnell is the sole advisor at Perspective Asset Management, LLC in Westfield, Indiana, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has led Perspective Asset Management since 2010. Perspective Asset Management provides investment supervisory services and financial planning to individual and high-net-worth clients, advising across various instruments including mutual funds, equities, bonds, ETFs, REITs, and private placements. The firm uses a combination of charting, fundamental, technical, and cyclical analysis with both long- and short-term trading and options-writing strategies, and offers financial planning on an hourly basis.

I’m a CERTIFIED FINANCIAL PLANNER™ (CFP®) and owner of Elevation Financial, a fee-only financial planning and investment management firm serving progressive SRI/ESG investors. I work with individuals and families who are ready to gain greater control over their money and build a life with intention. I create a judgment-free space that empowers my clients to talk openly about their financial challenges, which can help form healthier relationships with money. I’ve been an entrepreneur for over two decades and have built and sold multiple businesses, including a digital marketing agency, a software company, and other service businesses. As a result of my business background, I often help my clients with similar challenges, including starting a business, or building and optimizing a business. I am tech-forward and highly organized. Many of my clients appreciate this because I am able to help them get organized with their money while providing accountability to help them make progress. Ultimately by working together we will help you make better money decisions, avoid costly detours, and lead a more fulfilling life. I host a weekly personal finance podcast called Wealth Redefined® which can be found whenever you listen to podcasts. I'm a sushi lover, Star Trek nerd and firmly in defense of one space after a period. In addition to comprehensive financial planning, I have some specific areas of deeper expertise. My areas of specific expertise - Socially Responsible Investing / ESG / Impact Investing - Entrepreneurship and mentoring business owners - Financial therapy and helping my clients develop healthier relationships with money - Budgeting and cash flow management - Helping my clients maintain responsible exposure to digital assets / cryptocurrency Credentials - CERTIFIED FINANCIAL PLANNER™ (CFP®) - Chartered SRI Counselor™ (CSRIC®) - Accredited Investment Fiduciary® (AIF®) - DACFP Certificate in Blockchain and Digital Assets® - Certified Financial Therapist - Level I™ Superpowers - Trying 17 different apps to solve a problem and then using none of them - Choosing the perfect stock photo for any occasion Kryptonite - Losing all ability to type when someone is watching Read Michael's blog here: https://www.elevationfinancial.com/blog

James Castagna is a CFP® with 21 years of industry experience and has been advising clients at Noble Financial Advisors LLC since 2012. He holds Series 63 and Series 66 licenses and operates as the sole advisor at his independent firm based in Noblesville, Indiana. Noble Financial Advisors LLC serves individual and high-net-worth clients by providing ongoing investment supervisory services and integrated financial planning. The firm uses a variety of investment strategies and maintains client control over trade approvals, managing all assets in-house without third-party managers.

Andrew Foster is a CERTIFIED FINANCIAL PLANNER™ professional with over 31 years of experience in the financial industry. He is the owner and sole advisor at Premiere Management and has been associated with the firm since 1993. Foster also has a long tenure at Morris Group, Inc., where he has worked since 1994. Premiere Management provides discretionary portfolio management services primarily to individuals, high-net-worth clients, and businesses. The firm employs a tactical asset allocation strategy that adjusts among broad asset classes based on short-term market outlooks and typically uses mutual funds and ETFs to implement client portfolios.

Rone Davis is a CFP® and ChFC® with 23 years of industry experience, currently serving as an advisor at Daviman Financial, LLC. His work history includes roles at ReJoyce Wealth Management, Friedman Davis Holdings, and NY Life Securities. Outside of financial advising, Davis is a board member of the Riley Children’s Hospital Foundation and Village of Merici, a nonprofit providing housing for people with disabilities, and also serves on the board of Main Street Professionals, LLC, which offers professional training for tax professionals. He has been a semi-professional billiard player and referee since 1998. Daviman Financial, LLC is a boutique advisory firm with three advisors managing approximately $234 million in client assets. The firm serves individual clients, including high-net-worth individuals, as well as retirement plans, trusts, and other entities, offering comprehensive financial planning and investment management with a tailored, fact-finding approach.