Benjamin Weber is a Series 65-licensed advisor with Halter Ferguson Financial Inc., where he has worked since 2020. He has two years of industry experience and previously worked at Valeo Financial Advisors, LLC. His background also includes roles outside financial services, such as with Lyft and Uber. Halter Ferguson Financial Inc. provides fee-only financial planning and discretionary portfolio management to individuals, families, small businesses, trusts, charitable organizations, and employer-sponsored plans. The firm uses fundamental analysis and client-specific investment policy statements to guide decisions, and offers specialized programs including a private fund and options strategies within managed accounts.

Isaac Yops is a financial advisor at Halter Ferguson Financial Inc with a Series 65 credential and two years of industry experience. Prior to joining Halter Ferguson Financial, he held positions in education and retail, including roles at Grant County School District and Taylor University. Halter Ferguson Financial Inc offers fee-only financial planning and discretionary portfolio management to individuals, families, small businesses, trusts, charitable organizations, and employer-sponsored plans. The firm bases investment decisions on fundamental analysis and customized investment policy statements, providing diversified, intermediate-to-long-term strategies alongside a specialized program that manages concentrated positions and uses options strategies.

Tiffany White is a CFP® at Halter Ferguson Financial Inc with 11 years of industry experience. She has been with Halter Ferguson Financial since 2007. Halter Ferguson Financial provides fee-only financial planning and discretionary portfolio management to a diverse range of clients, including individuals, families, small businesses, trusts, charitable organizations, and employer-sponsored plans. The firm’s investment approach is driven by fundamental analysis and client-specific investment policy statements, with specialized offerings such as a branded options strategy program and involvement in a privately offered fund.

Matthew Smith is a financial advisor at Halter Ferguson Financial Inc with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Good Soil Investment Management, LLC and CMS Energy Corporation. He is a managing member of Good Soil Investment Management, LLC, an exempt reporting adviser. Halter Ferguson Financial Inc provides fee-only financial planning and discretionary portfolio management to individuals, families, small businesses, trusts, charitable organizations, and employer-sponsored plans. The firm focuses on fundamental analysis and client-specific investment policy statements, offers a branded options strategy program, and manages a privately offered fund while monitoring held-away accounts through a third-party platform.

Jenel Darland is a financial advisor with Halter Ferguson Financial Inc. holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to joining Halter Ferguson Financial, she worked at Mercer Global Advisors Inc., PwC, and Raymond James Financial Services. Halter Ferguson Financial Inc. offers fee-only financial planning and discretionary portfolio management to individuals, families, small businesses, trusts, charitable organizations, and employer-sponsored plans. The firm’s investment approach relies on fundamental analysis and client-specific investment policy statements, with a focus on diversified, intermediate-to-long-term strategies and a specialized program incorporating options strategies for select clients.

Bradford Ferguson is a CFA® charterholder and holds a Series 65 license with 20 years of experience in the financial industry. He has been with Halter Ferguson Financial Inc since 2005, where he works as part of a seven-advisor team based in Carmel, IN. Halter Ferguson Financial Inc provides fee-only financial planning and discretionary portfolio management to individuals, families, small businesses, trusts, charitable organizations, and employer-sponsored plans. The firm employs fundamental analysis guided by client-specific investment policy statements and offers a range of strategies including a branded program that utilizes concentrated positions and options strategies.

Lisa Angelo is a ChFC® with Halter Ferguson Financial Inc in Carmel, IN, where she has been working since 2016. She is part of an eight-advisor team and has 10 years of industry experience. Halter Ferguson Financial Inc provides fee-only financial planning and discretionary portfolio management to individuals, families, small businesses, trusts, charitable organizations, and employer-sponsored plans. The firm uses fundamental analysis and client-specific investment policies, offering diversified strategies and a specialized “REBELLIONAIRE” program that includes options strategies and concentrated positions.

Henry Dierkes is a financial advisor at Halter Ferguson Financial Inc with a Series 65 credential and one year of industry experience. His prior work includes roles at DoorDash and Annex Wealth Management. Halter Ferguson Financial Inc provides fee-only financial planning and discretionary portfolio management to individuals, families, small businesses, trusts, charitable organizations, and employer-sponsored plans. The firm emphasizes fundamental analysis guided by client-specific investment policy statements and offers both diversified long-term strategies and a specialized “REBELLIONAIRE” program involving concentrated positions and options strategies.