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Mark H

CFP®, Series 63, Series 65

Indianapolis, IN

Nearside Advisors, LLC

Mark Hildebrand is a CFP® professional with 18 years of industry experience, currently serving at Nearside Advisors, LLC since 2026. His prior roles include positions at Holistic Financial Partners, LLC, Raymond James & Associates, and Ronald Blue & Co., LLC. Nearside Advisors, LLC is an SEC-registered investment adviser that provides discretionary investment management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm employs a passive investment approach using index mutual funds and ETFs, with integrated financial planning covering a broad range of client needs.

Cash flow / budgeting Divorce financial planning College savings (529s, UTMA, etc.) General tax planning
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Mark I

Series 65

Indianapolis, IN

Nearside Advisors, LLC

Mark Idzik is a financial advisor at Nearside Advisors, LLC with nine years of industry experience. He previously worked at Holistic Financial Partners, LLC and TCC, Inc. He holds a Series 65 designation. Outside of his advisory role, he serves as treasurer for the Central Indiana Association of Collaborative Professionals, managing the organization's financial records. Nearside Advisors, LLC provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. The firm primarily employs a passive investment approach using index mutual funds and ETFs, integrating financial planning across various client needs.

Cash flow / budgeting Divorce financial planning College savings (529s, UTMA, etc.) General tax planning
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Julie D

Series 66

Indianapolis, IN

Nearside Advisors, LLC

Julie Dant is a financial advisor at Nearside Advisors, LLC with 11 years of industry experience. She holds the Series 66 designation and previously worked at Holistic Financial Partners, LLC for 11 years before joining Nearside Advisors in 2026. Nearside Advisors, LLC is an SEC-registered investment adviser that provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. The firm primarily employs passive investment management through index mutual funds and ETFs, integrating financial planning on topics such as retirement, estate planning, and tax considerations.

Cash flow / budgeting Divorce financial planning College savings (529s, UTMA, etc.) General tax planning
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