Daniel Reichart is a financial advisor at Evia Investment Advisors in Zionsville, IN, with 35 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Forest Securities, Inc. and Evia Investment Advisors. Evia Investment Advisors serves individual and institutional clients, providing discretionary portfolio management, financial planning, and investment consulting. The firm focuses on fundamental, bottom-up security selection combined with top-down asset allocation and risk management, typically managing portfolios of 30–45 holdings including dividend-paying stocks and individual bonds.

Michael Morris is a CFA® charterholder and holds a Series 66 license, with 18 years of experience in the financial industry. He has been the sole advisor at Two Fish Management since 2008, operating out of Zionsville, Indiana. Two Fish Management provides discretionary portfolio management to high-net-worth and accredited investors, financial advisors, and institutional clients. The firm employs a combination of fundamental, cyclical, and technical analysis across multiple strategies, incorporating options, short sales, margin borrowing, and index hedges, and offers performance-based fee arrangements and pooled private investment vehicles.

Christy Gregory is a CFP® professional with 19 years of experience, serving as the sole advisor at SYCAMORE Asset Management, LLC since 2006. Based in Zionsville, IN, she holds a Series 65 license and focuses on providing comprehensive financial planning and investment recommendations. SYCAMORE Asset Management is a fee-only, independent firm that primarily serves individual clients, including high-net-worth individuals, as well as a small number of businesses, charities, and pension plans. The firm employs an investment approach based on Modern Portfolio Theory and the efficient market framework, utilizing broadly diversified mutual funds and third-party money managers to implement client strategies.

Samuel Walker is a financial advisor with Affinity Financial – The Walker Group LLC in Zionsville, IN, holding a Series 66 designation and 12 years of industry experience. Prior to founding his current firm in 2017, he worked at Northwestern Mutual from 2012 to 2017. Outside of advisory work, he is involved in real estate management through Affinity Real Estate LLC and Twenty20 Real Estate LLC. Affinity Financial – The Walker Group LLC provides portfolio management, financial planning, and retirement advice to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm manages approximately $42.1 million in discretionary assets and employs a multifaceted investment approach incorporating fundamental, quantitative, technical, and modern portfolio theory analyses.

Michael Broderick is a financial advisor at Turtair Capital Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MCC Financial Advisors, LLC since 2009. Turtair Capital Advisors provides financial planning and investment management to high-net-worth individuals, families, business owners, and institutional entities. The firm focuses on clients with net worths above $5 million and offers a range of services including retirement, estate, college, and cash-flow planning alongside portfolio management that emphasizes asset allocation and independent manager selection.

Kevin Lewis is the sole advisor at Lewis Wealth Management, LLC in Carmel, IN, holding a Series 65 designation with 11 years of industry experience. He previously worked at Teeple Wealth Management and spent two decades at Boehringer Ingelheim Pharmaceuticals, Inc. Lewis Wealth Management serves individuals, high-net-worth clients, and employer plan sponsors by providing tailored investment management, financial and business planning consulting, and advisement for held-away retirement accounts. The firm offers both discretionary and non-discretionary portfolio management using a combination of passive and active strategies and provides corporate plan-level consulting, including participant education and plan administrator support.

Patricia Parker is a CFP® professional with 24 years of industry experience, currently operating through her independent firm, Patricia Heaton Parker, CFP, in Zionsville, IN. She has been affiliated with Discovery Wealth Management since 2015 and previously worked at XYPN Invest and Accurate Wealth Management. Outside of financial advising, she leads pro bono Divorce Survival Workshops and runs Protected Promises, an educational initiative helping individuals create Advance Health Care Directives drawing on her background as a registered nurse. Her firm serves clients with personalized financial planning and investment management, emphasizing a tailored approach through an independent advisory model.

Clay Brooks is a CFP® professional with 17 years of industry experience. He is the president and sole advisor at Abound Wealth Strategies in Indianapolis, IN. His prior roles include positions at Great Point Capital, International Assets Advisory, and J.P. Morgan Securities. Brooks is also a licensed life insurance agent and provides paid tax preparation services for clients. Abound Wealth Strategies offers portfolio management, financial planning, and investment analysis to individuals, trusts, estates, charitable organizations, and employee benefit plans. The firm employs tailored investment strategies that may include model portfolios, asset allocation approaches, and a variety of investment vehicles, while also providing pension consulting and participant education services.

Ryan Fuhrmann is the principal of Fuhrmann Capital in Indianapolis, IN, and holds the CFA® designation with 16 years of industry experience. He has led Fuhrmann Capital since 2007. Outside of his advisory role, he operates a boutique gift basket website in Carmel, Indiana. Fuhrmann Capital provides discretionary and limited non-discretionary investment management and integrated financial planning to individuals, high-net-worth clients, trusts, corporations, and pension plans. The firm employs a tax-aware, long-term buy-and-hold investment strategy focused on U.S. equities with a bottoms-up, intrinsic-value approach and manages approximately $56 million in discretionary assets.

Kimberly Custer is a financial advisor with Wealth Advisory Solutions, LLC and holds Series 63 and Series 65 designations. She has 11 years of industry experience and has worked at Wealth Advisory Solutions since 2017. Prior to that, she has been associated with Canterbury Investment Management since 2003. Wealth Advisory Solutions, LLC is a team-based firm with eight advisors offering financial planning and investment services.

Sarah Sepulveda is a CFP® and Series 65-licensed advisor with five years of industry experience. She currently works at An Exceptional Life Financial, LLC and previously held roles at Teach Plan Retire, AEL Wealth Management, and The H Group, Inc. An Exceptional Life Financial, LLC is an SEC-registered fiduciary advisory team managing approximately $218 million in client assets. The firm serves individuals, families, small businesses, and educational institutions with comprehensive financial planning, investment management, tax preparation support, and employee benefit plan consulting, employing a mix of passive and active strategies tailored to client goals and risk tolerances.

David Hobbs is a CFP® professional with 17 years of experience in financial advising. He is the principal of Hobbs Wealth Management in Zionsville, IN, and has previously worked with firms including Charter Advisory Corporation and LPL Financial. In addition to his advisory role, he provides term insurance for existing clients outside of his RIA activities. Hobbs Wealth Management serves individuals, including high-net-worth clients, pension and employee benefit plans, and business entities. The firm offers discretionary portfolio management, pension consulting, and comprehensive financial planning, utilizing a combination of fundamental analysis, modern portfolio theory, and quantitative analysis to tailor investment policies and asset allocations for clients.

Thomas Hardin is a Certified Financial Planner® with 27 years of industry experience. He has been with Canterbury Financial Group, LLC since 2003. Hardin holds Series 63 and Series 65 licenses. Canterbury Investment Management, LLC provides discretionary portfolio management and financial planning to individual and corporate clients, including high-net-worth individuals. The firm manages an affiliated mutual fund and offers sub-advisory services to other registered investment advisers, using a market-state approach to guide allocation changes through its Canterbury Portfolio Thermostat ETF Strategy.

Terrance Andersen is a CFP® with 12 years of industry experience, currently serving as an advisor at Tactical Wealth Partners since 2016. His prior experience includes roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Tactical Wealth Partners serves individual clients and families, focusing on high-earning attorneys at large law firms. The firm provides comprehensive financial planning and discretionary portfolio management, emphasizing diversified, low-cost investments and a long-term, buy-and-hold strategy grounded in Modern Portfolio Theory.

Christopher Herrmann is a financial advisor at Vertical Wealth, LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses with 24 years of industry experience. He previously worked at Legacy Practice Management for ten years and spent one year at First Trust. Vertical Wealth serves individuals, trusts, foundations, corporate retirement plans, and other private clients, including both high-net-worth and non-HNW households. The firm provides continuous investment advisory services and ongoing financial planning, managing discretionary portfolios primarily composed of mutual funds and ETFs under individualized investment policy statements.

Roy Strong is the principal of Strong Financial Services in Indianapolis, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been president of Mapco Financial Services Corp since 1986, overseeing sales activities. Strong Financial Services provides financial planning, retirement planning, and portfolio management to individuals, charitable organizations, foundations, corporations, and other businesses. The firm employs a top-down approach combined with fundamental and occasional technical analysis to develop asset allocation and investment strategies, and it also evaluates third-party managed platforms and TAMPs.

Arthur J. Timpe III is a CFP® professional with 23 years of experience in financial advisory. He has been with Timpe & Timpe Financial Advisory Services, L.L.C. since 2002 and also has a background in accounting through his involvement with Timpe & Timpe CPA's LLC. In addition to his advisory work, he is a principal owner of Accountable Payroll, LLC, a payroll service provider to which he may refer clients. Timpe & Timpe Financial Advisory Services offers portfolio management, financial planning, and 401(k) plan advisory to individuals, trusts, and pension/profit-sharing plans. The firm employs a Modern Portfolio Theory-based investment approach focused on long-term buy-and-hold strategies, strategic asset allocation, and periodic rebalancing.

Mychal Eagleson is a Certified Financial Planner® with 12 years of industry experience. He has been with An Exceptional Life Financial, LLC since 2017 and previously worked at BKD Wealth Advisors, LLC. Eagleson also teaches courses for the CFP® education program through Dalton Education. An Exceptional Life Financial, LLC is a fiduciary advisory team managing approximately $218 million in client assets, serving individuals, families, small businesses, and educational institutions. The firm combines passive and active investment strategies tailored to clients’ goals and risk tolerances, and provides comprehensive financial planning, investment management, tax support, and employee benefit consulting.

Caitlin Price is a CFP® and holds a Series 66 license. She is currently with Tactical Wealth Partners and has prior experience at WebsterRogers Financial Advisors, Bank of America, Merrill, and other firms. She has been active in the financial industry since 2022. Tactical Wealth Partners serves individual clients and families, focusing on high-earning attorneys at large law firms and their households. The firm provides comprehensive financial planning and discretionary portfolio management, emphasizing diversified, low-cost investments and tax efficiency within a long-term, buy-and-hold strategy.

Brian Wheeler is a financial advisor at Vertical Wealth, LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has worked at Legacy Practice Management, LLC since 2011. Vertical Wealth serves individuals, trusts, foundations, corporate retirement plans, and other private clients, including both high-net-worth and non-HNW households. The firm provides continuous investment advisory services and ongoing financial planning, managing discretionary portfolios primarily composed of mutual funds and ETFs, with an investment process that combines fundamental and technical analysis within a modern portfolio theory framework.