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 principal of C.R. Retirement Strategies, LLC, an independent advisory firm based in Indianapolis, IN. He holds Series 65 and Series 63 licenses and has seven years of experience in the financial industry, including prior roles at Securities America, Inc. and National Planning Corporation. Outside of his advisory work, he has also been an independent contractor selling insurance products. C.R. Retirement Strategies serves high-net-worth individuals, trusts, and estates with services including investment advisory, portfolio management, and financial planning. The firm employs a combination of fundamental, technical, cyclical, and economic analysis in its investment process, using both active and passive strategies tailored to clients’ objectives and risk tolerance.

Bradley Henthorn is a CFP® professional with 30 years of industry experience, operating through his firm, Henthorn Agency, Inc., since 1990. He holds a Series 63 designation and is based in Beech Grove, IN. Outside of his advisory role, he serves as a vice president of an S corporation through which he personally invests in rental real estate. Henthorn Agency, Inc. serves primarily individual clients, offering holistic financial planning, portfolio analysis, tax preparation, and insurance reviews under a flat-fee retainer program. The firm uses risk-based model asset allocations and manages non-discretionary portfolios while combining investment advice with tax and estate planning services.

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 the principal advisor at Swartz Advisory LLC in Indianapolis, IN. He holds the CFA® designation along with Series 63 and 65 licenses and has eight years of industry experience. His prior roles include positions at Ready4, Inc., First Analysis, and Veritas Prep. 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’s investment approach integrates fundamental, technical, charting, and cyclical analysis, supporting strategies that include option writing, active trading, and the use of derivatives and leverage.

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 the principal advisor at Millennial Financial Planning in Indianapolis, IN, holding Series 63 and Series 66 designations with 10 years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Foresters Financial Services, among others. Millennial Financial Planning is a fee-only, independent registered investment adviser that serves individual clients, including high-net-worth individuals, offering investment management and comprehensive financial planning. The firm emphasizes strategic asset allocation and passive portfolio construction based on Modern Portfolio Theory, utilizing Outside Managers and direct indexing as part of its approach.

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, IN, 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, he is licensed to sell life insurance products and dedicates a small portion of his time to this activity. Indy Wealth Solutions provides tailored investment management and comprehensive financial planning for individual and high-net-worth clients. The firm focuses on passive portfolio construction using low-cost index funds and ETFs, managing accounts largely on a non-discretionary basis with periodic reviews.

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.

Shaun Knoch is a financial advisor with Blackwood Investment Group, LLC in Indianapolis, IN, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Blackwood Investment Group since 2006 and is also involved with Long Term Care Benefits, Inc. and Ethos Properties, LLC. Blackwood Investment Group serves individuals, pension and profit-sharing plan sponsors, trusts, estates, charitable organizations, corporations, and other business entities, providing wealth management, financial planning, portfolio management, pension consulting, and sub-advisory services. The firm emphasizes retirement plan work and pension consulting, delivering portfolio management primarily on a non-discretionary basis with client approval required before trades are executed.

Robert Dalzell is a financial advisor at FNEX Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Indie Asset Partners, Wells Fargo Clearing Services, and Wells Fargo Advisors. Outside of advisory work, Mr. Dalzell serves on the Board of Directors for the George4 Foundation and owns Prixmier, LLC, a non-investment-related business. FNEX Wealth serves high-net-worth individuals, families, family offices, businesses, and institutional clients with discretionary portfolio management and separately managed accounts focused on marketable securities. The firm employs a disciplined, fundamental, value-oriented investment process targeting long-term appreciation through equity securities trading below intrinsic value.

Jason Williams is a financial advisor at Vista Wave Investments, LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at Cornerstone Wealth Partners and Thurston Springer Miller Herd & Titak, Inc. Outside of advising, he is involved in the sales of life, health, and disability insurance. Vista Wave Investments provides discretionary investment management primarily for pooled vehicles and institutional accounts, including ERISA retirement plans, operating under client-specific Investment Policy Statements and written advisory agreements.

Chi Duong is the founder and managing member of Ivy Capital Management LLC in Indianapolis, IN, with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Finalis Securities LLC and Weild & Co. Outside of his advisory role, he is involved in impact investing consulting through Kind Capital LLC and serves as Vice Chair on the board of Global Communities, a nonprofit providing humanitarian aid and microfinance. Ivy Capital Management offers portfolio management, financial planning, and consulting services to individuals, family offices, charitable organizations, corporations, and registered investment advisers. The firm employs a value-oriented, primarily long-term investment approach with allowance for tactical and special-situation positions, and incorporates ESG/SRI or impact investing criteria upon client request.

Adam Vaal is a financial advisor at Vaal Financial, LLC in Indianapolis, holding the ChFC® designation and Series 66 license with 12 years of industry experience. His prior roles include five years at TWG Development, LLC and experience at FolioDynamix and CREA. He also provides consulting services for multifamily real estate developers through Multifamily Finance Consulting, LLC. Vaal Financial is an independent, state-registered investment advisory firm that offers discretionary portfolio management and financial planning services. The firm employs a Modern Portfolio Theory-based, long-term investment approach and serves a diverse client base ranging from individual investors to institutional and governmental entities.