Richard Doyle is a financial advisor at Doyle Investment Management with 24 years of industry experience. He has held the Series 63 and Series 65 designations and has been with Cornerstone Capital Management, Inc. since 2005. Doyle Investment Management provides investment supervisory services and financial planning to individuals, families, corporations, businesses, trusts, and estates. The firm manages client portfolios on a discretionary basis, primarily using Exchange Traded Funds (ETFs), and applies a combination of fundamental, technical, charting, and cyclical analysis to construct diversified portfolios aimed at managing risk.

Dustin Hunter is the principal advisor at SunRift Capital Partners LLC with 14 years of industry experience. He holds a Series 65 designation and has worked as an independent contractor and managing member of Granite Park Capital. In addition to his advisory role, he spends significant time as an insurance agent with Retirement Income Consultants. SunRift Capital Partners provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis and occasionally uses sub-advisors while offering both one-time and ongoing planning engagements, as well as public seminars and workshops on financial topics.

John Anderson is a CFP® professional with 19 years of industry experience, currently serving as the sole advisor at AFP Group, LLC. He has led Anderson Financial Planning Group, LLC since 2012. In addition to his advisory role, he works as a traditional insurance agent. AFP Group, LLC provides financial planning and portfolio management services to individuals, trusts, estates, foundations, and small businesses, with a specialization in packaged retirement-plan services for employers. The firm employs a long-term, diversified investment approach and offers employer-focused financial education, including no-cost workshops and individual employee counseling.

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.

My path into financial planning started with a conversation that I had with my mom. When I was in my late 20s, we were talking about student loans, and she mentioned that she wished she had someone to walk her through all the different options that were available when we were figuring out how to pay for college. That comment really resonated with me. I realized I wanted to be that person for others when it comes to their finances, someone who helps them understand their choices so they can make confident decisions. I've always been drawn to math and numbers, so this work feels like a natural fit. I earned my B.S. in Mathematics from Purdue and my M.S. in Accounting from IUPUI. Over the past decade and a half in the financial services industry, I've earned my CPA, CFP, and CFA designations. What really drives me is using the skills that I've developed to help people navigate the maze of rules around investments, retirement, and taxes. We've built so many incentives to encourage retirement savings, but the rulebook that comes with them can be overwhelming. Helping clients work through that complexity is what I do best. My focus is on retirement planning, tax planning, and managing investments in a tax-efficient manner. I spend my days preparing financial plans, building retirement projections, managing portfolios, running tax projections and Roth conversion analyses, and figuring out withdrawal strategies that keep more money in my clients' pockets. What I love most about this work is getting to know my clients and becoming someone they trust. I want to be the first person they think to call when they need help or have a question. Retirement brings a lot of changes, and I find it rewarding to help clients identify what matters most to them and then build a plan to get there.

Jared Defore is a financial advisor at Onward Fi, LLC with 11 years of industry experience. He holds the CFP®, PFS™, and Series 65 designations. Prior to founding Onward Fi in 2023, he worked for nine years at Market Street Wealth Management Advisors, LLC. Onward Fi serves individual clients by providing combined investment management and comprehensive financial planning services. The firm employs a primarily passive investment approach using index mutual funds and ETFs, supplemented by various analytical methods to guide asset allocation, while focusing on tax efficiency and periodic rebalancing.

Edward Gunnell II is the principal of Gunnell Financial Planning, an independent advisory firm based in Plainfield, IN. He holds Series 65 and Series 63 licenses and has 32 years of experience in the financial services industry, including prior roles at HBC Wealth Management and Cetera Advisors LLC. Outside of advisory work, he serves on the board of directors for Harper Brown Capital and volunteers as a youth soccer referee. Gunnell Financial Planning provides personalized financial planning and investment management to individuals as well as institutional and business clients, including pension plans, trusts, and charitable organizations. The firm’s investment approach emphasizes strategic asset allocation and global diversification, utilizing no-load mutual funds and ETFs on a buy-and-hold basis with regular rebalancing.

Jason Werner is a financial advisor at Werner Financial in Indianapolis, IN, with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at multiple firms including Parkland Securities, LLC. Outside of his advisory role, he owns BEAST Performance, an athletic training company focused on speed and agility for young athletes. Werner Financial provides discretionary and non-discretionary asset management, financial planning, and bookkeeping services to individuals, trusts, estates, corporations, and ERISA-qualified retirement plans. The firm customizes portfolios based on client goals, time horizons, and risk tolerance, employing fundamental and technical analysis alongside documented investment policy statements and regular monitoring.

David Page is a Series 65-licensed advisor at Marian Investor Coaching, Inc. with one year of experience in the financial industry. Prior to joining Marian Investor Coaching, he held roles at several technology and energy companies including ZoomInfo Technologies LLC, HubSpot, Inc., Salesforce, and Exxon Mobil. Marian Investor Coaching, Inc. offers investor coaching and co-advisory referral services, preparing Portfolio MRI reports and directing client investments to unaffiliated money managers for ongoing portfolio management. The firm emphasizes investor education and advisor selection rather than acting as a traditional portfolio manager.

Jeffrey Gardner is a financial advisor at MFG Wealth Management, Inc. in Indianapolis, IN, holding a Series 65 designation and nine years of industry experience. He has been with MFG Wealth Management since 2017 and previously worked at Vector Marketing and Cutco Cutlery, as well as the University of Indianapolis. MFG Wealth Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm employs actively managed investment strategies that combine fundamental and technical analysis with in-depth market assessment, making portfolio decisions on a discretionary basis and aligning strategy with individual risk tolerance.

Kyle Benham is a financial advisor with Benham Advisory Group in Greenwood, IN, holding a Series 65 credential and five years of industry experience. He has worked with Integrity Wealth Solutions and leads Benham Advisory Group, which he founded in 2024. Outside of finance, Benham has been involved in several media productions, including Netflix’s Chelsea Handler Productions and Apple TV’s Carpool Karaoke: The Series. Benham Advisory Group provides discretionary asset management and financial planning services to both high-net-worth and non-HNW individual investors. The firm employs rules-based investment models incorporating economic, fundamental, technical, and quantitative analysis, managing portfolios on a discretionary basis with regular reviews and reporting.

Micala Mc Clain is a financial advisor at Benham Advisory Group with a Series 65 credential and one year of industry experience. Prior to her advisory role, she worked six years at Ridgeline Electrical Industries and has been involved with 604 Studios, LLC since 2015. Benham Advisory Group, founded in 2024, provides discretionary asset management and financial planning services to both high-net-worth and non-HNW individual investors. The firm employs rules-based investment models and a variety of securities, managing approximately $94.4 million across about 345 client relationships.

Bryan Weiss is a financial advisor with Marian Investor Coaching, Inc., holding a Series 65 credential and bringing 20 years of industry experience. His prior experience includes roles at Frank & Kraft Wealth Coaching, Inc., Marian Financial Partners, Inc., and Asset Preservation Alliance Inc. Outside of his advisory work, he serves as president of Asset Preservation Alliance Inc., an insurance agency. Marian Investor Coaching, Inc. provides investor coaching and co-advisory referral services, focusing on selecting and overseeing third-party money managers rather than direct portfolio management. The firm emphasizes investor education and advisory services, utilizing a funds-of-funds investment approach through the Matson Fund Platform.

Logan Benham is a financial advisor at Benham Advisory Group in Greenwood, IN, with seven years of industry experience. He holds a Series 65 credential and has worked at Integrity Wealth Solutions and Benham Advisory Group since 2018. Outside of advising, he is involved in tax preparation and administrative support through the firm’s affiliated business. Benham Advisory Group provides discretionary asset management and financial planning to both high-net-worth and non-high-net-worth individual investors. The firm employs rules-based models incorporating economic, fundamental, technical, and quantitative analysis, managing approximately $94.4 million across 345 client relationships.

Joseph Ray is a financial advisor at Marian Investor Coaching, Inc. in Greenwood, IN, holding a Series 65 designation with 12 years of industry experience. He has been with Marian Financial Partners, Inc. since 2013 and also works as an actuarial analyst at WellPoint, Inc. outside of his advisory role. Marian Investor Coaching, Inc. provides investor coaching primarily to individual investors and related entities, operating through a co-advisor model by referring clients to Matson Money, Inc. The firm focuses on adviser selection and oversight, offering Portfolio MRI reports and fee-for-service educational engagements rather than directly managing client assets.

Walter Koon Jr. is a CFA® charterholder with 22 years of industry experience. He is currently an advisor at Koon Financial Planning & Consulting, where he has worked since 2010. Outside of his financial advisory work, he is involved in a commercial office leasing business. Koon Financial Planning & Consulting serves individuals, trusts, estates, and small charitable foundations by providing comprehensive financial planning and investment management. The firm employs a top-down asset allocation approach, combining fundamental and technical analysis, and offers both discretionary and non-discretionary account management with attention to client-imposed investment restrictions.

Evan Fruits is a financial advisor at Koon Financial Planning & Consulting with nine years of industry experience. He holds a Series 65 designation and previously worked at Cross Financial Services from 2013 to 2017. Koon Financial Planning & Consulting serves individuals, trusts, estates, and small charitable foundations by providing comprehensive financial planning and investment management. The firm employs a top-down asset allocation approach, combining fundamental and technical analysis to construct diversified portfolios, and offers both discretionary and non-discretionary account management.

Michael Mccracken is a CFP® and ChFC® with 25 years of experience in the financial services industry. He is president and an investment adviser representative at MFG Wealth Management, Inc., where he has been active since 2003. Prior to and concurrent with this role, he has held positions at SagePoint Financial, Inc. and AIG American General Life Insurance Company. Outside of his advisory work, Mccracken has interests in commercial real estate ownership and life insurance sales. MFG Wealth Management provides discretionary portfolio management and financial planning services to individual clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm employs actively managed strategies that incorporate fundamental and technical analysis along with structured sell disciplines to manage risk and preserve gains.

Terri Kontney is a financial advisor at MFG Wealth Management, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at AIG Financial Advisors, Inc., MFG Wealth Management, LLC, and AIG American General Life Insurance Company. Kontney is also involved in office support and administrative roles within MFG Wealth Management. MFG Wealth Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm employs actively managed strategies combining fundamental and technical analysis, with portfolio decisions made on a discretionary basis and reviewed by the advisory team.

Brian Bischoff is a financial advisor at Bischoff Wealth Management Group, LLC in Greenwood, IN, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with his current firm since 2015. Outside of his advisory role, Bischoff has ownership interests in several local commercial real estate and restaurant businesses. Bischoff Wealth Management Group provides holistic wealth management services including financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $196 million in discretionary assets and uses a combination of mutual funds, ETFs, individual securities, technical and cyclical analysis, and tailored portfolio construction based on client-specific factors.