Michael Morrison is a financial advisor with Trust Investment Advisors Wealth Management, LLC, holding a Series 66 designation and 13 years of industry experience. He previously worked at Stifel Nicolaus from 2012 to 2024 before joining Trust Investment Advisors and its affiliated wealth management firm in 2024, where he serves as Senior Vice President of Investments. Trust Investment Advisors Wealth Management, LLC provides comprehensive investment advisory and limited consulting services to individuals, families, business owners, charitable organizations, and private foundations. The firm offers continuous asset management primarily on a non-discretionary basis, utilizing fundamental, technical, and qualitative analysis to develop client strategies and asset allocations.

Ashton Beaver is a Series 65 licensed advisor with Titan Investment Management LLC in Indianapolis, IN. He joined the firm in 2025 and has a background in education, having worked in various teaching roles from 2015 to 2025. Titan Investment Management LLC provides discretionary and non-discretionary portfolio management primarily to individual and high-net-worth clients, as well as institutional accounts such as pension and profit-sharing plans. The firm combines multiple analysis methods, including fundamental, quantitative, and technical approaches, and offers a range of investment strategies from long-term equity investing to options trading.

Caitlin Price is a CFP®-certified financial advisor with Tactical Wealth Partners in Zionsville, IN, bringing one year of industry experience. Her prior roles include positions at WebsterRogers Financial Advisors and Bank of America. Tactical Wealth Partners primarily serves high-earning attorneys at large law firms and their households, providing comprehensive financial planning and investment management. The firm employs a diversified, tax-aware investment approach focused on low-cost mutual funds and ETFs, managing assets largely through Altruist Financial LLC with some legacy third-party arrangements.

Robert Malmquist is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Provider Financial, Inc. in Indianapolis, Indiana. He has worked at LPL Financial since 1997 and has been with Provider Financial since 2013. Provider Financial, Inc. serves individual and high-net-worth clients through discretionary portfolio management and hourly financial planning. The firm utilizes a combination of fundamental and technical analysis with tactical asset allocation, offering portfolio management exclusively via a wrap-fee program tailored to client goals and restrictions.

Ali Saltagi is a financial advisor at Zaki Financial LLC with one year of industry experience. He holds a Series 65 designation and has been with Zaki Financial since 2024. Zaki Financial serves individual, charitable, and corporate clients by providing discretionary portfolio management and a range of financial planning services. The firm employs an active investment management approach that combines fundamental analysis with technical and cyclical methods, tailoring account supervision to client objectives, tax considerations, and personal values.

Brian Wheeler is a financial advisor at Vertical Wealth, LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has worked at Legacy Practice Management, LLC since 2011. Vertical Wealth serves individuals, trusts, foundations, corporate retirement plans, and other private clients, including both high-net-worth and non-HNW households. The firm provides continuous investment advisory services and ongoing financial planning, managing discretionary portfolios primarily composed of mutual funds and ETFs, with an investment process that combines fundamental and technical analysis within a modern portfolio theory framework.

Peter Bjelopetrovich is a financial advisor at Mindset Wealth Management, LLC with 14 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including JP Morgan Securities, Sheaff Brock Investment Advisors, and Foreside Fund Services. Bjelopetrovich joined Mindset Wealth Management in 2024. Mindset Wealth Management, LLC is an SEC-registered investment adviser managing over $445 million in discretionary assets for individuals, trusts, retirement plans, and institutional clients. The firm uses a combination of fundamental, cyclical, technical, and charting analysis alongside both passive and active management, incorporating strategies such as options and margin leveraging in portfolios tailored to client profiles.

James Delay is a financial advisor at Trust Investment Advisors in Indianapolis, IN, holding a Series 65 designation with 14 years of industry experience. He has been with Trust Investment Advisors since 2012. Trust Investment Advisors offers discretionary investment management and financial planning services to individuals, families, business owners, and charitable organizations. The firm utilizes committee-managed model portfolios with fundamental and technical analysis, implements option strategies for select clients, and emphasizes tax-aware portfolio management.

Brian Mc Connell is a financial advisor at Daviman Financial, LLC with two years of industry experience. He holds a Series 65 designation. Outside of financial advising, he owns and operates Priority 1 Electrical LLC, a general electrical contracting company. Daviman Financial serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning, investment management, and retirement plan consulting. The firm employs a goal-oriented, fact-finding approach with discretionary and non-discretionary portfolio management that includes the use of third-party sub-managers and model portfolios.

William Gorgol is a financial advisor at Brightstone Advisors LLP with a Series 65 designation and one year of industry experience. Prior to joining Brightstone, he worked at Marcus & Millichap for seven years and spent four years at Indiana University Kelley School of Business. Brightstone Advisors serves individual and high-net-worth clients, including retirees, professionals, small business owners, and corporate executives, providing discretionary and non-discretionary portfolio management, family office services, and ongoing financial planning. The firm emphasizes long-term, diversified portfolios using fundamental analysis and modern portfolio theory, and integrates tax and accounting services through an affiliated CPA practice.

Matthew Kolb is a financial advisor at Timpe & Timpe Financial Advisory Services, L.L.C. He holds a Series 65 designation and has five years of industry experience. He has been with Timpe & Timpe Financial Advisory Services in its current form since 2020 and was previously associated with its predecessor entity starting in 2016. Timpe & Timpe Financial Advisory Services provides portfolio management, financial planning, and 401(k) plan advisory to individuals, trusts, and pension/profit-sharing plans. The firm follows a Modern Portfolio Theory-based investment approach emphasizing long-term strategic asset allocation, periodic rebalancing, and tailored portfolios documented in Investment Policy Statements.

Phillip Burruel is an advisor at Daviman Financial, LLC with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Daviman Financial in 2026, he was involved with Retire SMART, LLC and SMART Wealth, LLC. He has also been affiliated with Central Church since 2012. Daviman Financial serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning, investment management, and retirement plan consulting. The firm manages approximately $234 million for about 190 clients, offering both discretionary and non-discretionary portfolio services with a client-focused process that includes written financial plans and ongoing reviews.

Ethan Claycomb is a financial advisor at Titan Investment Management LLC in Indianapolis, IN, holding a Series 65 designation with three years of industry experience. He joined Titan in 2022 after spending over a decade as a student. Titan Investment Management LLC provides discretionary and non-discretionary portfolio management primarily to individual and high-net-worth clients, as well as institutional accounts such as pension plans and 401(k)s. The firm combines multiple analysis methods in its investment process and offers services including pension consulting, PCRA advising, and management of pooled vehicles.

Joseph Ledbetter is a CFP® with eight years of industry experience currently serving at Remnant Wealth. His prior work includes roles at Charles Schwab & Co., Inc., Schwab Wealth Advisory Inc., Fortitude Private Wealth, and Edward Jones. Outside of finance, he has experience with the Texas Rangers Organization and Stryker Corporation. Remnant Wealth is an independent, fee-only advisory firm providing investment management and comprehensive financial planning to individuals and high-net-worth clients. The firm constructs tailored investment policies using a mix of passive and active strategies and offers values-based options such as Biblically Responsible Investing.

Thomas Johnson is a financial advisor with Royal Capital Wealth Management LLC in Carmel, IN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He worked at RBC Capital Markets from 2009 to 2017 before joining Royal Capital Wealth Management in 2018. Royal Capital Wealth Management serves individuals, high-net-worth clients, trusts, charitable organizations, pension plans, and corporations, providing discretionary asset management and retirement plan investment consulting. The firm uses a risk-assessment process and proprietary investment models to guide asset allocation, employing both active and passive strategies focused on individual equities and fixed income.

Derek Robertson is a financial advisor at Integrated Investment Strategies, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Securities America Advisors and Money Concepts Capital Corp. He returned to Integrated Investment Strategies in 2025 after previously working there from 2008 to 2019. Integrated Investment Strategies, Inc. provides fee-only investment management and financial planning to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation process focused on passively managed institutional mutual funds and uses a three-factor model to manage portfolio risk and diversification.

Anthony Decicco is a financial advisor with EHG Wealth Management in Indianapolis, IN, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones, Morgan Stanley Smith Barney LLC, and Security Capital Management. He is also the owner of RealTea Capital Inc., a business involved in insurance and real estate technology. EHG Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes tactical asset allocation using technical analysis and offers discretionary portfolio management alongside affiliated trust, insurance, and tax services.

Julie Dant is a financial advisor at Nearside Advisors, LLC with 11 years of industry experience. She holds the Series 66 designation and previously worked at Holistic Financial Partners, LLC for 11 years before joining Nearside Advisors in 2026. Nearside Advisors, LLC is an SEC-registered investment adviser that provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. The firm primarily employs passive investment management through index mutual funds and ETFs, integrating financial planning on topics such as retirement, estate planning, and tax considerations.

Aaron Williams is a CFP® professional with nine years of industry experience, currently serving as an advisor at Market Street Wealth Management Advisors, LLC since 2015. He is based in Indianapolis, IN. Market Street Wealth Management Advisors serves individual and institutional clients, including high-net-worth individuals, businesses, foundations, charitable organizations, and retirement plans. The firm focuses on discretionary investment management, financial planning, and retirement-plan consulting, utilizing an asset-allocation approach with mutual funds, ETFs, third-party sub-advisors, and specialist strategies as part of its portfolio management process.

Michael Emerson is a CFP® and Series 65 credentialed advisor at FI3 Financial Advisors, LLC with 10 years of industry experience. He worked at RMB Capital Management from 2014 to 2017 before joining Dimeo Schneider & Associates, LLC in 2017. FI3 Financial Advisors primarily serves high-net-worth individuals and multi-generational families through a multi-family office model, providing comprehensive wealth planning, investment management, and Family CFO services. The firm manages both public and private assets and offers proprietary private funds alongside integrated financial planning.