James Humphries is a financial advisor at Mindset Wealth Management, LLC in Indianapolis, IN, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Salzinger Sheaff Brock, LLC and Innovative Portfolios. Mindset Wealth Management is a team of four advisors managing approximately $323 million for individuals, high-net-worth clients, trusts, estates, and institutional investors. The firm uses a combination of fundamental, technical, and charting analysis alongside Modern Portfolio Theory and tactical asset allocation, implementing options and margin strategies directly within discretionary accounts.

Mark Vandygriff is a financial advisor at Mindset Wealth Management, LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses with 11 years of industry experience. He previously worked for Sheaff Brock Investment Advisors, LLC for 10 years before joining Mindset Wealth Management and its affiliate Mindset Asset Management. Mindset Wealth Management is an SEC-registered, discretionary investment adviser serving individuals, high-net-worth clients, trusts, estates, qualified purchasers, institutional investors, and retirement plan participants. The firm combines fundamental, technical, and charting analysis with Modern Portfolio Theory and tactical asset allocation, implementing active and passive strategies including in-house options and margin techniques tailored to client risk tolerance and objectives.

Seth Hickle is a financial advisor at Mindset Wealth Management, LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses with 16 years of industry experience. His work history includes roles at Mindset Asset Management, Innovative Portfolios, Sheaff Brock Investment Advisors, and Charles Schwab. Mindset Wealth Management, LLC manages approximately $445 million in discretionary assets for a diverse client base including individuals, trusts, retirement plans, and institutional clients. The firm employs a combination of fundamental, cyclical, technical, and charting analysis alongside both passive and active management, utilizing strategies such as tactical asset allocation, options, and margin leverage to tailor portfolios to client profiles.

Peter Bjelopetrovich is an advisor at Mindset Wealth Management, LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses with 14 years of industry experience. His prior roles include positions at Sheaff Brock Investment Advisors, JP Morgan, and Charles Schwab. Mindset Wealth Management, LLC manages discretionary investment portfolios and financial planning for individuals, trusts, retirement plans, and institutional clients. The firm uses a combination of fundamental, cyclical, technical, and charting analysis alongside both passive and active management strategies, including options and margin-based leverage, to tailor portfolios to individual client profiles.