Raymond Kramer is a financial advisor at Monon Wealth Management in Indianapolis, IN, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Wells Fargo Advisors, FIFTH THIRD SECURITIES, The Huntington Investment Company, and Chase Investment Services. In addition to his advisory role, he occasionally sells life insurance and fixed/indexed annuities. Monon Wealth Management is a team of seven advisors managing approximately $547 million for around 505 clients, including individuals, trusts, estates, businesses, and employer retirement plans. The firm provides comprehensive wealth management services using a long-term investment approach with model portfolios and third-party managers.

Richard Thomas is a financial advisor with Signature Financial Services, Ltd in Noblesville, IN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Signature Financial Services since 1999 and concurrently at First Heartland Capital, Inc. and Ag Resource Management. Outside of advising, he operates a tax preparation business. Signature Financial Services provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and business entities. The firm’s investment approach is asset-allocation driven, using model portfolios and institutional strategists, with a focus on mutual funds, ETFs, and other asset classes, while offering both discretionary and non-discretionary portfolio management.

Jo Ann Hendryx is a financial advisor with Intrepid Financial Planning Group, LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Intrepid Financial Planning since 1999 and maintains ongoing business activities as a CPA and attorney, providing tax and estate planning services through DeFelice Engineering Inc. Intrepid Financial Planning Group, LLC offers discretionary, fee-based investment management to a diverse client base including individuals, families, trusts, and pension plans, managing approximately $355 million in client assets. The firm employs a strategic asset allocation approach incorporating Modern Portfolio Theory principles, emphasizing diversification, tax efficiency, and cost control, while providing customized portfolios and maintaining formal affiliations with tax and accounting professionals.

Julie Faas is a financial advisor at Intrepid Financial Planning Group, LLC in Indianapolis, IN, holding a Series 65 designation with 23 years of industry experience. She has been with Intrepid Financial LLC since 1999. Intrepid Financial Planning Group, LLC provides discretionary, fee-based investment management to individuals, families, business entities, trusts, estates, pension and profit-sharing plans, and charitable trusts, managing approximately $355 million in client assets. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, emphasizing diversification, tax efficiency, and cost control, and offers customized portfolios including mutual funds, ETFs, individual stocks and bonds, and market strategies.

Nicholas Kelly is a financial advisor at Bedel Financial Consulting Inc with six years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, UBS Financial Services, and Ameriprise. Outside of advising, he is a co-owner of Good News Coffee in Indianapolis, where he contributes to general work and bookkeeping. Bedel Financial Consulting provides customized portfolio management and financial planning to individuals, families, trusts, and institutions. The firm employs a range of investment strategies, including the use of derivatives and margin, and manages client accounts on a discretionary, fiduciary basis.

Kyle Kent is a financial advisor at Financial Enhancement Group with Series 63 and Series 66 designations and five years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., J.D. Gould Co., Inc., and a community church. Outside of financial services, he also works as a part-time food delivery driver. Financial Enhancement Group provides discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis, proprietary research models, tactical overlays, and AI tools to tailor investment strategies, and offers a range of services including portfolio management, retirement plan consulting, and trustee services.

Adam Harter is a Series 66 licensed financial advisor with 24 years of industry experience. He has been with Financial Enhancement Group since 2002 and previously worked at World Equity Group, Inc. for 21 years. Harter serves on the finance committee and board of Sulphur Springs Country Club in Middletown, IN. Financial Enhancement Group provides discretionary asset management and financial planning to individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities through a multi-advisor platform. The firm employs a combination of fundamental and technical analysis, proprietary research models, and tactical overlays, while incorporating AI tools and specialized sub-advisors to offer a broad range of investment strategies.

Joshua Peters is a financial advisor at Invst, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Boston Mountain Money Management, Cephas Fiduciary Investments, and Cloud Capital LLC. Invst, LLC provides financial planning, consulting, investment management, and retirement plan consulting services to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets through a team of 33 advisors, utilizing fundamental, technical, and cyclical analysis to construct diversified portfolios and employing model portfolios and third-party strategists where appropriate.

Michael Lantz is a CFP® professional with three years of industry experience, currently serving at Blend Wealth. He previously worked at Money Concepts Capital Corp and 3Rivers Federal Credit Union. In addition to his advisory role, he develops apps outside of the securities business. Blend Wealth serves individual and family clients, including high-net-worth and business-owner households, as well as employer-sponsored retirement plans. The firm employs a passive, Modern Portfolio Theory–based approach using diversified portfolios of index mutual funds and ETFs, managing accounts on a discretionary basis tailored to clients’ specific goals and circumstances.

Abigayle Presley is a CFP® professional with nine years of experience in financial advising. She has worked at Bedel Financial Consulting, Inc. since 2014. Bedel Financial Consulting provides customized portfolio management and financial planning services to individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm employs a range of investment strategies including fundamental, technical, and quantitative analysis, and manages client accounts on a discretionary basis under a fiduciary standard.

Alexis Taylor is a financial advisor at Financial Enhancement Group with a Series 65 designation and two years of industry experience. Prior to joining the firm, Alexis worked at Ball State University and Wapahani High School. Financial Enhancement Group offers discretionary asset management and financial planning to individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis, proprietary research models, and tactical overlays, along with AI tools and specialized sub-advisors, to provide diversified investment strategies and services.

Jonathan Wendall is a financial advisor with FORUM Private Client Group holding a Series 65 designation and one year of industry experience. His prior work includes roles at FORUM Solutions Group, Forum Credit Union, Walgreens, Indiana Mentor, Lafayette Family YMCA, and Tippecanoe School Corporation. FORUM Private Client Group offers wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts. The firm combines customized financial planning with diverse portfolio construction strategies, employing mutual funds, ETFs, individual securities, and third-party sub-advisers.

Donald Hodson is a financial advisor with Financial Enhancement Group, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He previously worked for World Equity Group, Inc. for 21 years and has been with Financial Enhancement Group since 1997. Outside of his advisory role, Hodson provides income tax preparation and business planning services and is a partner in a commercial real estate rental business. Financial Enhancement Group offers discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm utilizes a combination of fundamental and technical analysis, proprietary research, tactical overlays, sub-advisors, and AI tools to manage diversified portfolios and support its operations.

Grant Meadows is a Series 65-licensed advisor at Financial Enhancement Group with one year of industry experience. Prior to joining Financial Enhancement Group, he worked at OneAmerica Financial and held roles at Indiana Wesleyan University and other firms. Financial Enhancement Group provides discretionary asset management and financial planning to individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm combines fundamental and technical analysis with proprietary research and tactical overlays, employing AI tools and sub-advisors for specialized strategies.

Balint Gal is an advisor at Dominion Portfolio Management, Inc. holding a Series 66 designation. He has less than one year of experience in the financial industry with prior roles in various companies including Beyond Finance and Dish Network. Dominion Portfolio Management, Inc. provides fee-based portfolio management services to individuals, high-net-worth clients, and businesses, offering discretionary and non-discretionary account management primarily through individual securities, ETFs, and mutual funds. The firm employs a combination of fundamental, technical, charting, and economic analysis to tailor investment advice according to clients’ goals, time horizons, and risk tolerance.

Nikki Wheeler is a financial advisor with Intrepid Financial Planning Group, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been affiliated with Intrepid Financial Planning since 1999 and the Morris Group since 2004. In addition to her advisory role, she is president and sole shareholder of Nikki Wheeler CPA, P.C., a CPA firm specializing in tax return preparation. Intrepid Financial Planning Group, LLC provides discretionary, fee-based investment management to a diverse client base including individuals, families, trusts, and pension plans. The firm employs a strategic asset allocation approach incorporating Modern Portfolio Theory principles, focusing on diversification, tax efficiency, and cost control, and offers customized portfolios managed on a discretionary basis.

Samuel Neff is a CFP® and holds a Series 66 license with seven years of industry experience. He currently serves as a financial advisor at Financial Enhancement Group, where he has worked since 2023. Prior to this, he held roles at Four Quadrant Wealth Advisors, Inc., Equitable Advisors, Axa Advisors LLC, and ALDI Inc. Financial Enhancement Group provides discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis, proprietary research models, tactical overlays, and AI tools to manage diversified portfolios and offers access to complex investment instruments alongside more traditional strategies.

Grant Soliven is a financial advisor with Financial Enhancement Group, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at World Equity Group and MassMutual Life Insurance Company. He also engages in insurance sales as a licensed agent for life, accident, health, and variable life and annuity products. Financial Enhancement Group provides discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis with proprietary research models and tactical overlays, supported by AI tools and specialized sub-advisors, to deliver a diverse range of investment strategies.

William Wendling is a CFA® charterholder with 26 years of industry experience. He has been with Bedel Financial Consulting, Inc. since 1996. Bedel Financial Consulting provides customized portfolio management and financial planning to private individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm is a fee-only registered investment adviser that manages client accounts primarily on a discretionary basis and follows a fiduciary standard for retirement accounts.

James Nickens Jr. is a financial advisor with MSH Capital Advisors LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at firms such as Navian Capital Securities, Incsource, and Axio Financial. He is based in Fishers, Indiana. MSH Capital Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, trusts and estates, foundations, and government entities. The firm supports a network of independent advisors through discretionary and non-discretionary portfolio management, utilizing third-party technology and specialized sub-advisers to tailor strategies to client goals.