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 holds a Series 65 license, with five years of industry experience. She has worked at An Exceptional Life Financial, LLC since 2023 and previously spent five years at The H Group, Inc. She also has a background working with the Boys & Girls Club of Salem, Marion and Polk Counties. 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 uses a combination of passive and active investment strategies and offers ongoing portfolio supervision as well as advisory services for 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® professional with 12 years of industry experience, currently serving at An Exceptional Life Financial, LLC since 2017. Prior to this, he worked at BKD Wealth Advisors, LLC from 2015 to 2017. Eagleson is also an instructor for the CERTIFIED FINANCIAL PLANNER® education program through Dalton Education. 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 employs a mix of passive and active strategies and offers ongoing portfolio supervision along with advisory services for held-away accounts.

Charles Skinner is a CFP® with 22 years of experience in the financial industry. He has worked at An Exceptional Life Financial, LLC since 2021 and has been affiliated with Watermark Wealth Management, LLC since 2013. He holds a Series 63 license and is based in Indianapolis, IN. An Exceptional Life Financial, LLC is an SEC-registered fiduciary advisory team managing approximately $218 million in client assets. The firm serves individuals, families, small businesses, and educational institutions, offering comprehensive financial planning, investment management, tax preparation support, and employee benefit plan consulting. Their investment approach combines passive and active strategies tailored to clients’ goals, time horizons, and risk tolerances.