Bradley Bolin is a financial advisor at Meridian Investment Advisors, Inc. in Indianapolis, IN, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. for 26 years before joining Meridian in 2026. Meridian Investment Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with asset management, financial planning, and pension consulting. The firm integrates modern portfolio theory with risk controls and offers in-house tax and accounting services alongside discretionary asset management and access to third-party sub-advisers.

Michael Burley is a financial advisor with Meridian Investment Advisors, Inc. in Indianapolis, IN, holding Series 63 and Series 65 designations and 26 years of industry experience. He has been with Meridian since 2008, working as part of a three-advisor team. Meridian Investment Advisors provides comprehensive asset management to individual clients, pension and profit sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach incorporates modern portfolio theory and integrates asset allocation, portfolio structure, specialist management, and portfolio management to align risk with benchmarks. Meridian also offers in-house tax and accounting services alongside advisory and pension-plan consulting.

Keith Allen is a financial advisor with Meridian Investment Advisors, Inc. in Indianapolis, IN, holding Series 63, 65, and 66 licenses with 14 years of industry experience. His prior roles include positions at Kestra Investment Services, Transamerica Financial Advisors, and Westfield Steel. Outside of his advisory work, he serves as a JV/Varsity lacrosse coach at Carmel High School. Meridian Investment Advisors provides asset management, financial planning, and pension consulting services to individuals, trusts, plans, and business entities. The firm integrates investment management with in-house tax and accounting services, employing a risk-focused investment process that includes discretionary management and access to third-party sub-advisers.

Michael Werner is a CFP®-certified financial advisor with 26 years of industry experience. He has been with Meridian Investment Advisors, Inc. since 2018 and previously worked at JPMorgan Securities LLC from 2016 to 2018. Based in Indianapolis, IN, Werner holds Series 63 and Series 66 licenses as well. Meridian Investment Advisors serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive asset management, financial planning, pension consulting, and in-house tax-related services, operating with a portfolio approach grounded in modern portfolio theory and emphasizing risk alignment and specialist management.

Christopher Evans is a financial advisor with Meridian Investment Advisors, Inc. in Indianapolis, IN. He holds Series 63 and Series 65 credentials and has 21 years of industry experience. Prior to joining Meridian in 2026, he worked for American Century Investments for 21 years and Equity Services, Inc. for one year. Meridian Investment Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers asset management, financial planning, pension consulting, and integrated tax services, using a modern portfolio theory approach focused on risk alignment and periodic review.

Madeline Speckman is a CFP® and holds a Series 66 license with seven years of industry experience. She currently serves as an advisor at Meridian Investment Advisors, Inc., having joined the firm in 2026. Prior to Meridian, she worked at Sanctuary Advisors, LLC and Sanctuary Securities, Inc., as well as Merrill and Walker Information. Outside of her advisory role, Speckman serves as Secretary on the board of the Kappa Alpha Theta Facility Corporation in Indianapolis. Meridian Investment Advisors provides comprehensive asset management and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs a modern portfolio theory-based approach that integrates asset allocation, portfolio structure, and specialist management, while also offering in-house tax and accounting services alongside pension consulting.