Brent Foster is a financial advisor at Northbound Wealth with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including J.P. Morgan Securities and JPMorgan Chase. Outside of advisory work, he is the Founder and CEO of Foster & Friends LLC, which offers a podcast and marketing consulting, and the Owner and author at Northbound Stories, LLC, a children’s book publishing venture. Northbound Wealth serves individual clients, employer plan sponsors, charitable organizations, and other institutional clients. The firm employs a predominantly passive, Modern Portfolio Theory-based investment approach using low-cost index funds and ETFs, complemented by fundamental and technical analysis when appropriate, and maintains an active client-education program including seminars, speaking engagements, and media content.

I'm a fiduciary & CERTIFIED FINANCIAL PLANNER living in Indianapolis, Indiana but serving clients nationwide. For years I've helped individuals and families plan for retirement and other imporant financial decisions. In college, I studied economics with a concentration in finance. After college, I worked for large wealth management firm in Indiana and then a boutique financial advising office specializing in retirement planning. That firm was later acquired and after a few years working for the acquiring firm I left to start WealthGuides. As an advisor I've worked with clients age 22 to 92. While I've worked with a wide range of people, I've always found my passion was with working with people to create a plan for retirement. As an advisor I provide guidance to my clients on taxes, their investment portfolios, estate planning, & charitable giving amongst others areas. I show people where they can save on taxes and I give clarity and strategies for how my clients can maximize the potential for what they can spend on themselves and give to others. On the personal side I'm a runner, a reader, a cat dad, and a traveler. I also enjoy sipping on a nice glass of wine or whiskey.

Gene Austin is the principal of Austin Financial Strategies, Inc., an independent registered investment adviser based in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to founding Austin Financial Strategies in 2011, he has been involved with MoneyBlock since 2015. Outside of his financial advisory work, he owns and operates Austin Speed and Agility, a business focused on training athletes in speed and agility. Austin Financial Strategies serves individual clients, retirement plans, and business entities with discretionary portfolio management and financial planning. The firm employs a blend of asset allocation, fundamental and technical analysis, and utilizes Morningstar-based model portfolios across mutual funds, ETFs, and individual equities, offering both active and passive management approaches.

Corey Roberts is the sole advisor at C.R. Retirement Strategies, LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses with six years of industry experience. His background includes roles at Securities America, Inc and National Planning Corporation, as well as non-financial positions at DoorDash and Powerhome Solar. He is also an independent contractor selling insurance products. C.R. Retirement Strategies is an Indiana-registered investment adviser founded in 2025 that provides portfolio management, retirement planning, and financial planning services. The firm supports pooled or institutional-style mandates and employs a discretionary investment process that integrates fundamental, technical, cyclical, and economic analysis, using both active and passive management approaches based on client objectives.

Mark Just is the principal of The Just Company in Indianapolis, IN, with 42 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Triad Advisors, Inc. for 17 years. Outside of his advisory work, he is involved in marketing through ownership of Just National Corp and educates individuals on debt reduction and financial planning via webinar presentations. The Just Company provides financial planning, investment portfolio management, and advisory services to individuals, corporations, small businesses, pension and profit-sharing plans, estates, and trusts. The firm serves clients including retirees, physicians, business owners, and corporate executives, using a tailored investment approach that incorporates market timing, technical and cyclical analysis, and various trading strategies.

Bradley Henthorn is a CFP® with 29 years of industry experience and has been the principal of Henthorn Agency, Inc. since 1990. He holds a Series 63 license and operates an independent advisory firm in Beech Grove, IN. Outside of his advisory work, he serves as a vice president of an S corporation involved in rental real estate investments. Henthorn Agency, Inc. serves individual clients, primarily middle-income Americans, offering comprehensive financial planning, portfolio analysis, tax preparation, and insurance reviews through a flat-fee retainer program. The firm uses risk-based model asset allocations and manages directed, non-discretionary portfolios, combining investment advice with tax and estate planning services.

Leslie Michael is a financial advisor at Michael Associates, LLC in Indianapolis, IN, with 23 years of industry experience. He holds the PFS™ designation and Series 65 license. Michael Associates, LLC is a fee-only advisory serving individuals, trusts, and estates with financial planning, investment advice, and retirement, estate, and tax planning services. The firm emphasizes strategic asset allocation through a core-and-satellite investment approach with global diversification, operating non-discretionary advisory relationships and integrating tax-focused planning into its accounting-oriented practice.

Stanley Whittlesey is a financial advisor with Capital Financial Management, Inc. in Indianapolis, holding a Series 63 designation and 33 years of industry experience. He has worked with Capital Financial Management since 1993 and EBH Securities, Inc. since 1994. In addition to his advisory role, Whittlesey serves as Managing Director of Advanced Funding Group, LLC, a pre-settlement funding business. Capital Financial Management is a solo, state-registered advisory firm providing comprehensive financial planning services to individuals, families, small businesses, trusts, estates, and charitable organizations. The firm offers written financial plans, periodic reviews, and investment and insurance recommendations, employing a non-discretionary approach based on fundamental and cyclical analysis with a long-term orientation.

Leslie Reed is the owner and sole advisor of RIM Group, an independent investment advisory firm based in Indianapolis, IN, with 15 years of industry experience. Prior to founding RIM Group in 2011, Reed worked at American Equity Investment Corp from 2014 to 2017. Outside of advisory work, Reed is an author associated with Phimisms Publishing Company. RIM Group provides investment advisory and portfolio management services to individuals, personal trusts, and a variety of institutional clients, including corporations, retirement plans, endowments, and charitable organizations. The firm offers manager selection, business advisory, and bond/public finance advisory services, utilizing a structured fact-finding process and a mix of discretionary and non-discretionary management arrangements.

Richard Swartz is a CFA charterholder and principal of Swartz Advisory LLC in Indianapolis, Indiana, with seven years of industry experience. He has held roles at Ready4, Inc., First Analysis, and Veritas Prep prior to founding his current firm in 2018. Swartz Advisory LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, high net worth clients, trusts, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis tailored to client objectives, and utilizes derivatives and margin strategies uncommon among similar independent advisory firms.

Mark Hannah is a financial advisor with Potts, Hannah & Fischer Wealth Management Group, LLC in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. In addition to his advisory role, he is involved in real estate and mortgage services through PHF Realty LLC and provides accounting and tax preparation services as a partner at Potts, Hannah & Fischer, P.C. Potts, Hannah & Fischer Wealth Management Group offers portfolio management and investment supervisory services to individuals, high-net-worth clients, and private business entities. The firm’s investment approach integrates fundamental and technical analysis, emphasizing asset allocation and security selection, and utilizes a wide range of instruments including derivatives strategies. It also provides accounting advice through an affiliated practice, though clients are not obligated to use these services.

Jason White is the principal advisor at Dynamic Legacy Planning in Greenfield, IN, holding Series 63 and Series 65 licenses with seven years of industry experience. He also owns and practices at Dickmann Reason Bogigian & White, where he provides estate planning and elder law services. Dynamic Legacy Planning serves individual and high-net-worth clients, offering discretionary and non-discretionary asset management alongside comprehensive and project-based financial planning. The firm customizes investment strategies based on client objectives, time horizons, and risk tolerance, incorporating fundamental and technical analysis with a variety of investment approaches.

Bryan Byrer is a financial advisor at Millennial Financial Planning in Indianapolis, IN, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including JPMorgan Chase Bank and WealthPoint Advisors. Outside of his advisory work, he is involved with Jeff Queen Productions, a creative venture he has maintained since 2017. Millennial Financial Planning provides investment management and ongoing financial planning services to individual clients, emphasizing a fee-only, asset-based approach. The firm employs a Modern Portfolio Theory framework focused on low-cost, passive investments while selectively using outside managers, operating at a small scale with highly individualized client engagements.

Rickie Davison is a financial advisor at Davison Wealth Management, LLC in Indianapolis, IN, holding the ChFC® and Series 66 designations with 24 years of industry experience. He has worked with H D Vest Advisory Services and H.D. Vest Financial Services since 2008 and has operated RG Davison & Assoc, Inc. since 1993. Outside of advisory services, he owns and operates an independent insurance agency specializing in property and casualty insurance. Davison Wealth Management provides financial planning and discretionary portfolio management to individuals, trusts, retirement plans, and small businesses. The firm uses a buy-and-hold investment approach focused on mutual funds and ETFs, incorporating client risk tolerance through questionnaires, and also offers affiliated insurance consulting and brokerage services.

Alexander Kanellopoulos is a CFP® with two years of industry experience, currently serving as the sole advisor at Dreamvision Capital in Indianapolis, IN. His prior roles include positions at Tapfin/EY, The Leaders Group Inc, Osaic Wealth, and Fidelity Investments. Outside of financial advising, he is involved in tutoring students for series exams and provides financial education to employees of companies and retirement systems. Dreamvision Capital offers fee-based discretionary portfolio management, comprehensive financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a tactical allocation strategy that incorporates fundamental, technical, and cyclical analysis across various instruments, emphasizing security-level analysis and external research publication.

Gregory Schiffli is the principal and sole advisor at On Target Wealth Partners, LLC, an independent firm based in Greenwood, Indiana. He holds a Series 65 designation and has 17 years of industry experience, including 18 years at his current firm. In addition to his advisory work, he serves as an instructor of finance and general education classes at Harrison College. On Target Wealth Partners provides investment supervisory services and financial planning to individuals and families, including some high-net-worth clients. The firm emphasizes tailored advice, primarily using lower-cost mutual funds and ETFs, and manages accounts on a non-discretionary, fee-only basis.

Cory Smith is the sole advisor at Indy Wealth Solutions, LLC in Indianapolis, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has led Indy Wealth Solutions since 2016. In addition to advisory services, Smith is licensed to sell life insurance products and occasionally receives commissions from these sales. Indy Wealth Solutions provides investment management and financial planning services to individual and high-net-worth clients. The firm emphasizes passive portfolio construction using low-cost index funds and ETFs, with most accounts managed on a non-discretionary basis, allowing clients to retain final trading decisions.

Joshua Corwin is a CFP® professional with 27 years of industry experience. He is the principal of Corwin Company LLC, an independent advisory firm based in Indianapolis, IN, which he has led since 2017. Prior to this, he has been affiliated with LPL Financial LLC since 2009. In addition to his advisory work, Corwin teaches CFP preparatory classes for exam candidates. Corwin Company LLC serves individuals, high-net-worth clients, corporations, and charitable entities by providing financial planning, portfolio management, and 529-plan management. The firm combines fundamental analysis with tactical rebalancing to create individualized asset allocation plans and offers services on both discretionary and non-discretionary bases.

Keely Butrum is a financial advisor with Lion Quest LLC in Greenfield, IN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her prior roles include positions at Raymond James & Associates and Hancock County Government. Outside of finance, she is a co-owner of Elegance Outdoor, a landscaping business. Lion Quest LLC provides portfolio management and financial planning primarily to individuals and high-net-worth clients, as well as corporations and charitable organizations. The firm employs a multi-method investment approach and offers tailored programs with regular account reviews and reporting.

Timothee Hammond is a financial advisor at Hoosier Financial Planning, LLC in Indianapolis, IN, holding a Series 66 designation with 15 years of industry experience. He previously worked at Edward Jones for nine years before founding his current independent firm in 2019. Hoosier Financial Planning serves individual investors, trusts, estates, charitable organizations, and business entities with financial planning, consulting, and portfolio management services. The firm offers discretionary management through a wrap fee program and employs a range of investment analysis methods and asset allocation strategies, maintaining a service model that separates financial planning from ongoing portfolio management.