Jacob Rich is a CFP® with nine years of industry experience, currently serving as a financial advisor at Capstone Wealth Advisors, Inc. in Indianapolis, Indiana, where he has worked since 2020. His prior experience includes roles at Bank of America, Merrill, and ADP. Outside of his advisory work, he is involved as an assistant cross country and track and field coach at Brebeuf Jesuit Preparatory School, a charitable educational organization. Capstone Wealth Advisors serves individuals, families, plan sponsors, and privately owned businesses, offering a range of financial planning, wealth advisory, and business consulting services. The firm integrates traditional wealth management with targeted business advisory work and employs a diversified investment approach using mutual funds, ETFs, separately managed accounts, and third-party model programs.

Ronald Rich is a financial advisor with Capstone Wealth Advisors, Inc. in Indianapolis, Indiana, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Capstone Wealth Advisors, LLC since 2002. Capstone Wealth Advisors serves individuals, families, plan sponsors, and privately owned businesses, providing financial planning, wealth advisory, discretionary portfolio management, and business advisory services. The firm combines traditional wealth management with targeted business consulting, particularly for medical practices and private businesses, using a variety of investment platforms without proprietary product sales.

Thomas Steinmetz is a Certified Financial Planner (CFP®) at Capstone Wealth Advisors, Inc. in Indianapolis, Indiana, with 19 years of industry experience. He has been with Capstone Wealth Advisors since 2007. Capstone Wealth Advisors serves individuals, families, plan sponsors, and privately owned businesses by providing financial planning, wealth advisory, portfolio management, tax-reduction planning, estate organization, and business advisory services. The firm integrates traditional wealth management with specialized business advisory work, using a process that emphasizes client financial reviews and investment implementation across multiple platforms.

Teresa Barthuly is a financial advisor at Capstone Wealth Advisors, Inc. in Indianapolis, IN, holding a Series 65 designation with four years of industry experience. She has been with Capstone Wealth Advisors since 2021. Capstone Wealth Advisors is a privately owned firm serving individuals, families, high-net-worth clients, and sponsored retirement plans. The firm offers personal financial planning, discretionary portfolio management, retirement-plan consulting, and business advisory services, utilizing a process that reviews tax returns, cash flow, net worth, and risk tolerance to recommend diversified asset allocations.