Gene Austin

Richard Doyle is a financial advisor at Doyle Investment Management with 24 years of industry experience. He has held the Series 63 and Series 65 designations and has been with Cornerstone Capital Management, Inc. since 2005. Doyle Investment Management provides investment supervisory services and financial planning to individuals, families, corporations, businesses, trusts, and estates. The firm manages client portfolios on a discretionary basis, primarily using Exchange Traded Funds (ETFs), and applies a combination of fundamental, technical, charting, and cyclical analysis to construct diversified portfolios aimed at managing risk.

Corey Roberts is the sole advisor at C.R. Retirement Strategies, LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses with six years of industry experience. His background includes roles at Securities America, Inc and National Planning Corporation, as well as non-financial positions at DoorDash and Powerhome Solar. He is also an independent contractor selling insurance products. C.R. Retirement Strategies is an Indiana-registered investment adviser founded in 2025 that provides portfolio management, retirement planning, and financial planning services. The firm supports pooled or institutional-style mandates and employs a discretionary investment process that integrates fundamental, technical, cyclical, and economic analysis, using both active and passive management approaches based on client objectives.

Bradley Henthorn is a CFP® with 29 years of industry experience and has been the principal of Henthorn Agency, Inc. since 1990. He holds a Series 63 license and operates an independent advisory firm in Beech Grove, IN. Outside of his advisory work, he serves as a vice president of an S corporation involved in rental real estate investments. Henthorn Agency, Inc. serves individual clients, primarily middle-income Americans, offering comprehensive financial planning, portfolio analysis, tax preparation, and insurance reviews through a flat-fee retainer program. The firm uses risk-based model asset allocations and manages directed, non-discretionary portfolios, combining investment advice with tax and estate planning services.

Leslie Reed is the owner and sole advisor of RIM Group, an independent investment advisory firm based in Indianapolis, IN, with 15 years of industry experience. Prior to founding RIM Group in 2011, Reed worked at American Equity Investment Corp from 2014 to 2017. Outside of advisory work, Reed is an author associated with Phimisms Publishing Company. RIM Group provides investment advisory and portfolio management services to individuals, personal trusts, and a variety of institutional clients, including corporations, retirement plans, endowments, and charitable organizations. The firm offers manager selection, business advisory, and bond/public finance advisory services, utilizing a structured fact-finding process and a mix of discretionary and non-discretionary management arrangements.

Richard Swartz is a CFA charterholder and principal of Swartz Advisory LLC in Indianapolis, Indiana, with seven years of industry experience. He has held roles at Ready4, Inc., First Analysis, and Veritas Prep prior to founding his current firm in 2018. Swartz Advisory LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, high net worth clients, trusts, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis tailored to client objectives, and utilizes derivatives and margin strategies uncommon among similar independent advisory firms.

Mark Hannah is a financial advisor with Potts, Hannah & Fischer Wealth Management Group, LLC in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. In addition to his advisory role, he is involved in real estate and mortgage services through PHF Realty LLC and provides accounting and tax preparation services as a partner at Potts, Hannah & Fischer, P.C. Potts, Hannah & Fischer Wealth Management Group offers portfolio management and investment supervisory services to individuals, high-net-worth clients, and private business entities. The firm’s investment approach integrates fundamental and technical analysis, emphasizing asset allocation and security selection, and utilizes a wide range of instruments including derivatives strategies. It also provides accounting advice through an affiliated practice, though clients are not obligated to use these services.