Kaylee Bjarnason is a financial advisor at An Exceptional Life Financial, LLC in Indianapolis, IN, holding a Series 65 designation with three years of industry experience. Prior to joining An Exceptional Life Financial, she worked at One Pacific Financial Strategies and held roles in education at the University of Redlands and Chaffey College. Outside of her advisory work, she owns a merchandise business focused on spiritual healing products and also works as a personal shopper. An Exceptional Life Financial serves individuals, families, high-net-worth clients, small businesses, and educational institutions by providing comprehensive financial planning, investment management, tax preparation, and employee benefit plan consulting. The firm uses a combination of passive and active investment strategies with ongoing portfolio supervision and also offers educational seminars and integrated tax services.

Sarah Sepulveda is a CFP® and Series 65-licensed financial advisor with five years of industry experience. She is currently with An Exceptional Life Financial, LLC, where she has worked since 2023. Prior to that, she was with The H Group, Inc. from 2018 to 2023 and was involved with the Boys & Girls Club of Salem, Marion and Polk Counties from 2016 to 2018. An Exceptional Life Financial serves individuals, families, high-net-worth clients, small businesses, and educational institutions by providing financial planning, investment management, tax preparation, and employee benefit plan consulting. The firm manages approximately $259 million in assets, using a blend of passive and active investment strategies tailored to each client, along with ongoing portfolio supervision and advice on held-away accounts.

Demi Wendel is a financial advisor at An Exceptional Life Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining An Exceptional Life Financial, Wendel held roles at Cetera ADVISORS LLC and Artistic Strategies. Outside of finance, Wendel has worked in the education and hospitality sectors. An Exceptional Life Financial serves individuals, families, high-net-worth clients, small businesses, and educational institutions with comprehensive financial planning, investment management, tax preparation, and employee benefit plan consulting. The firm uses a combination of passive and active strategies to create personalized investment plans and provides ongoing portfolio supervision, including advice on held-away accounts.

Mychal Eagleson is a CFP®-certified financial advisor with 12 years of industry experience. He has worked at An Exceptional Life Financial, LLC since 2017 and previously held roles at BKD Wealth Advisors, LLC, Schwab Wealth Advisory, and Eagleson Financial Planning. Eagleson also serves as an instructor for the CFP® education program through Dalton Education. An Exceptional Life Financial serves individuals, families, high-net-worth clients, small businesses, and educational institutions, offering comprehensive financial planning, investment management, tax preparation, and employee benefit plan consulting. The firm employs a combination of passive and active investment strategies and provides ongoing portfolio supervision along with educational seminars and integrated tax services.

Charles Skinner is a CFP® professional with 22 years of experience in the financial industry. He is currently with An Exceptional Life Financial, LLC, where he has worked since 2021. His prior experience includes roles at Watermark Wealth Management, LLC, Summit CPA Group, and his own firm, Skinner Financial Services. An Exceptional Life Financial serves individuals, families, high-net-worth clients, small businesses, and educational institutions, offering comprehensive financial planning, investment management, tax preparation, and employee benefit plan consulting. The firm constructs individualized investment plans using a mix of passive and active strategies and provides ongoing portfolio supervision.