Aaron Pettersen is a CFP® professional with 21 years of experience at NorthWest Financial Services Inc, where he has worked since 1998. He is a 5% owner and shareholder of the firm. Based in Indianapolis, IN, he holds a Series 63 license. NorthWest Financial Services primarily serves individual investors and offers financial planning along with discretionary portfolio management. The firm employs a two-tiered investment approach focused on liquidity preservation and long-term, value-oriented strategies, supported by a team with multiple professional credentials and in-house tax and insurance services.

Evan Bedel is a CFP® professional with 16 years of industry experience. He has been with Bedel Financial Consulting, Inc. since 2009. The firm provides customized portfolio management and financial planning services to individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. Bedel Financial Consulting is a fee-only registered investment adviser that operates under a fiduciary standard and utilizes a combination of fundamental, technical, and quantitative analysis across a wide range of investment strategies.

Nicholas Blackwell is a financial advisor at Global Assets Advisory, LLC with eight years of industry experience. He holds a Series 66 designation and has worked with firms including International Assets Investment Management, LLC, International Assets Advisory, LLC, and David A. Noyes & Company. Outside of his advisory roles, he serves as the Deacon of Finance at Castleton Community Church. Global Assets Advisory, LLC is an SEC-registered firm that serves individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million through a team of eight advisors and offers investment management, financial planning, retirement plan advisory services, and consulting.

Margaret Gooley is a CFP® with 19 years of industry experience. She is currently affiliated with Reify Wealth Advisors, Inc., where she has worked since 2025. Her prior experience includes roles at Worley Erhart-Graves Financial Advisors and Charles Schwab. Reify Wealth Advisors serves individual and high-net-worth clients, as well as trusts, estates, and business entities, providing investment management, modular financial planning, administrative support, and tax preparation services through an affiliated tax advisory firm. The firm employs a long-term buy-and-hold investment approach with primarily non-discretionary management, requiring client approval before implementing portfolio changes.

Derek Sanders is a CFP® and Series 65-registered advisor at Forum Private Client Group with three years of industry experience. Prior to joining Forum in 2023, he worked for Extend Healthcare from 2016 to 2023. Outside of his advisory role, he is involved in managing rental properties. Forum Private Client Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts. The firm combines customized financial planning with portfolio construction across various investment vehicles, employing quantitative and technical analysis while regularly reviewing fund and sub-adviser performance.

Royce Woodley is a CFA® charterholder with six years of industry experience. He is currently with Wealthspan Partners, LLC and previously worked at Capital Client Group, Inc. and FactSet. Wealthspan Partners, LLC is a registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm provides investment management and financial planning, constructing portfolios using ETFs, mutual funds, equities, fixed income, and private funds for select clients.

Zachary Giles is a CFP®-certified financial advisor at Elser Financial Planning, Inc. in Indianapolis, Indiana, with five years of industry experience. He previously worked at Charles Schwab and has experience in educational and nonprofit settings, including roles at Franklin Township Community School Corporation and the National Naval Aviation Museum. Elser Financial Planning, Inc. is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, and small businesses. The firm focuses on long-term, Modern Portfolio Theory–based asset allocation using low-cost mutual funds and ETFs, offering both discretionary and non-discretionary management with thorough client involvement.

Nicholas Rosebraugh is a CFP® professional with six years of experience at Bedel Financial Consulting Inc. in Indianapolis, IN. His prior roles include positions at Charles Schwab & Co., Inc., OJM Group, and Forester's Financial. Rosebraugh has also been involved with Puccini's Smiling Teeth Pizza and Pasta. Bedel Financial Consulting provides customized portfolio management and financial planning for individuals, families, trusts, charitable organizations, institutions, and retirement plans. The firm uses a combination of fundamental, technical, and quantitative analysis and offers a range of strategies, including derivatives and margin transactions, while operating under a fiduciary standard.

Christopher Condle is a CFP® with 24 years of experience in financial advisory. He is currently with Elevated Financial Group, a team-based firm in Indianapolis, and has previously worked at Purshe Kaplan Sterling Investments and Invst, LLC. Condle is also involved in insurance sales and serves as managing member of a bookkeeping entity. Elevated Financial Group serves individual and high-net-worth households as well as retirement plan sponsors, providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs diversified investment strategies combining fundamental, quantitative, and technical analysis along with technology-supported oversight.

Jared Ruxer is a financial advisor at Woodley Farra with seven years of industry experience. He holds a Series 65 designation and has worked at Woodley Farra since 2019. Prior to that, he held roles with Unified Group Services, LA Angels, Big League Advance, and KC Royals. Woodley Farra provides discretionary and non-discretionary investment management to individuals, pension plans, trusts, charitable organizations, corporations, and institutional clients. The firm manages equity portfolios focused on larger-capitalization companies and offers income strategies including fixed income and preferred securities, using a four-pronged analysis approach and quarterly account reviews.

Scott Jarred is a CFP® professional with 23 years of experience in the financial industry. He has worked at Invst, LLC since 2016 and also has roles with Horizon Planning Group and Guardian Life Insurance Co. of America. Outside of his advisory work, he is involved with Jarred Holdings LLC, which develops and operates real estate projects. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets and uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios.

Marcus Miller is a CFP® and holds a Series 66 license with 15 years of industry experience. He has worked at Deerfield Financial Advisors since 2012 and previously spent a year at Edward Jones. Marcus is based in Indianapolis, IN, and is part of a seven-advisor team at Deerfield. Deerfield Financial Advisors provides wealth management, discretionary investment management, financial planning, and retirement plan consulting services to individuals, trusts, estates, business entities, and retirement plan sponsors. The firm uses a model-based, modified passive investment approach focused on diversification, low-cost funds, and tax efficiency, primarily implementing client accounts through Schwab Advisor Services.

Greg Poplarski is a financial advisor with ISC Advisors, Inc. in Carmel, Indiana, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Allianz Global Investors and OneAmerica Securities. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and other institutional clients, offering financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services. The firm manages approximately $1.54 billion in assets, utilizes model portfolios across risk profiles, and collaborates with sub-advisors while maintaining overall investment oversight.

Marie Marks is a financial advisor with Sikich Financial in Indianapolis, holding the CFP® designation and Series 63 and 65 licenses. She has 39 years of industry experience, including roles at OSAIC, Triad Advisors, and Park Avenue Securities. Marks also serves as a senior retirement plan specialist. Sikich Financial is an SEC-registered multi-team advisory firm managing approximately $1.18 billion in assets and serving individuals, retirement plans, trusts, estates, and business entities. The firm combines financial planning and portfolio management with retirement plan consulting, using an asset-allocation framework supported by both in-house and third-party managers.

John Shelbourne is a CFA® charterholder based in Indianapolis, IN, with three years of industry experience. He has worked at Woodley Farra since 2019 and previously spent five years at Morningstar Investment Management. Woodley Farra provides discretionary and non-discretionary investment management to a range of clients, including individuals, pension plans, trusts, and institutions. The firm focuses on equity portfolios comprised of larger-capitalization companies and employs a four-pronged investment analysis approach with regular account reviews and reporting.

Bradley Bolin is a financial advisor at Meridian Investment Advisors, Inc. in Indianapolis, IN, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. for 26 years before joining Meridian in 2026. Meridian Investment Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with asset management, financial planning, and pension consulting. The firm integrates modern portfolio theory with risk controls and offers in-house tax and accounting services alongside discretionary asset management and access to third-party sub-advisers.

Karen Grindlay is a financial advisor with Charter Advisory Corporation in Indianapolis, IN, holding a Series 63 credential and 28 years of industry experience. She has been with Charter Advisory Corporation since 1998 and also has a background in accounting as president of Grindlay & Grindlay, PC, a CPA firm she has been involved with since 1994. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $366 million in client assets and serves retail and high-net-worth clients through a multi-advisor team, utilizing fundamental and technical analysis, model portfolios, and third-party managers.

Jeffrey Dowden is a CFA® charterholder with 24 years of industry experience, currently serving at Wallington Asset Management since 2007. He holds Series 63 and Series 65 licenses and is based in Indianapolis, IN. Wallington Asset Management is a team-based SEC-registered investment adviser managing over $1.3 billion in discretionary assets. The firm provides portfolio management, financial planning, and retirement plan consulting to a range of clients, using a multi-factor approach for equity selection and macroeconomic analysis for fixed-income portfolios.

Michael Burley is a financial advisor with Meridian Investment Advisors, Inc. in Indianapolis, IN, holding Series 63 and Series 65 designations and 26 years of industry experience. He has been with Meridian since 2008, working as part of a three-advisor team. Meridian Investment Advisors provides comprehensive asset management to individual clients, pension and profit sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach incorporates modern portfolio theory and integrates asset allocation, portfolio structure, specialist management, and portfolio management to align risk with benchmarks. Meridian also offers in-house tax and accounting services alongside advisory and pension-plan consulting.

Isaac Yops is a financial advisor at Halter Ferguson Financial Inc with a Series 65 credential and two years of industry experience. Prior to joining Halter Ferguson Financial, he held positions in education and retail, including roles at Grant County School District and Taylor University. Halter Ferguson Financial Inc offers fee-only financial planning and discretionary portfolio management to individuals, families, small businesses, trusts, charitable organizations, and employer-sponsored plans. The firm bases investment decisions on fundamental analysis and customized investment policy statements, providing diversified, intermediate-to-long-term strategies alongside a specialized program that manages concentrated positions and uses options strategies.