Jeffrey Cleckner

I'm a fiduciary & CERTIFIED FINANCIAL PLANNER living in Indianapolis, Indiana but serving clients nationwide. For years I've helped individuals and families plan for retirement and other imporant financial decisions. In college, I studied economics with a concentration in finance. After college, I worked for large wealth management firm in Indiana and then a boutique financial advising office specializing in retirement planning. That firm was later acquired and after a few years working for the acquiring firm I left to start WealthGuides. As an advisor I've worked with clients age 22 to 92. While I've worked with a wide range of people, I've always found my passion was with working with people to create a plan for retirement. As an advisor I provide guidance to my clients on taxes, their investment portfolios, estate planning, & charitable giving amongst others areas. I show people where they can save on taxes and I give clarity and strategies for how my clients can maximize the potential for what they can spend on themselves and give to others. On the personal side I'm a runner, a reader, a cat dad, and a traveler. I also enjoy sipping on a nice glass of wine or whiskey.

Gene Austin is the principal of Austin Financial Strategies, Inc., an independent registered investment adviser based in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to founding Austin Financial Strategies in 2011, he has been involved with MoneyBlock since 2015. Outside of his financial advisory work, he owns and operates Austin Speed and Agility, a business focused on training athletes in speed and agility. Austin Financial Strategies serves individual clients, retirement plans, and business entities with discretionary portfolio management and financial planning. The firm employs a blend of asset allocation, fundamental and technical analysis, and utilizes Morningstar-based model portfolios across mutual funds, ETFs, and individual equities, offering both active and passive management approaches.

Corey Roberts is the founder of C.R. Retirement Strategies, LLC, an independent advisory firm based in Indianapolis, IN. He holds the Series 65 and Series 63 licenses and has seven years of industry experience, including prior roles at Securities America, Inc. and National Planning Corporation. Roberts has also worked outside the financial industry, including positions at Powerhome Solar and DoorDash. C.R. Retirement Strategies provides investment advisory, portfolio management, retirement planning, and financial planning services primarily to high-net-worth individuals, trusts, and estates. The firm uses a combined fundamental, technical, cyclical, and economic analysis approach, employing both active and passive management tailored to client objectives and risk tolerance.

Bradley Henthorn is a CFP® with 30 years of experience in the financial services industry. He is the principal advisor at Henthorn Agency, Inc., an independent firm he has been with since 1990. Henthorn also holds a Series 63 license and has worked at Cambridge Investment Research Advisors, Inc. since 2026. Outside of advisory services, he is a vice president of an S corporation in which he personally invests in rental real estate. Henthorn Agency, Inc.’s Financial Advisors Division serves individual clients primarily described as "Middle Americans," offering a retainer-based program that includes financial planning, portfolio analysis, tax preparation, and insurance reviews. The firm utilizes risk-based model allocations and non-discretionary portfolios, combining investment advice with tax and estate planning while maintaining a unique business model that includes insurance sales and enrolled-agent tax services.

Stanley Whittlesey is a financial advisor with Capital Financial Management, Inc. in Indianapolis, holding a Series 63 designation and 33 years of industry experience. He has worked with Capital Financial Management since 1993 and EBH Securities, Inc. since 1994. In addition to his advisory role, Whittlesey serves as Managing Director of Advanced Funding Group, LLC, a pre-settlement funding business. Capital Financial Management is a solo, state-registered advisory firm providing comprehensive financial planning services to individuals, families, small businesses, trusts, estates, and charitable organizations. The firm offers written financial plans, periodic reviews, and investment and insurance recommendations, employing a non-discretionary approach based on fundamental and cyclical analysis with a long-term orientation.

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.