Yadira Garcia is a financial advisor with Asset Management Strategies, Inc. in Indianapolis, IN. She holds Series 65 and Series 63 licenses and has 24 years of industry experience, including 13 years at Raymond James and Associates. Outside of her advisory work, she manages a rental property in Greenwood, IN. Asset Management Strategies, Inc. provides personalized financial planning and discretionary investment management for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a trend-following asset allocation approach with passively managed index funds, ETFs, and mutual funds, managing over $220 million across approximately 2,110 client accounts.

Timothy Bales is a CFP® with 20 years of industry experience and is affiliated with The Wellington Group LLC in Indianapolis, IN. He has worked at Spc and Sigma Financial Corporation since 2012 and has been involved with Sanders and Bales Financial Services since 1993, where he prepares tax returns and handles bookkeeping. He serves as Finance Chair and is a member of the Planned Giving Committee at Sheridan United Methodist Church. The Wellington Group provides wealth planning, consulting, and investment management services to individuals, high-net-worth clients, and small business entities. The firm uses a combination of active and passive investment strategies and may allocate to private funds, derivatives, and third-party managers as part of its portfolio management approach.

Jonathan Herndon is a CFP® professional with eight years of industry experience. He has been with Elser Financial Planning, Inc. since 2015. The firm is a fee-only advisory team of 13 advisors based in Indianapolis, IN. Elser Financial Planning, Inc. provides personalized financial planning and portfolio management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a long-term, Modern Portfolio Theory–based approach using low-cost mutual funds and ETFs, with a mix of discretionary and non-discretionary asset management, including the use of third-party access for held-away retirement accounts.

Keith Allen is a financial advisor with Meridian Investment Advisors, Inc. in Indianapolis, IN, holding Series 63, 65, and 66 licenses and 14 years of industry experience. His prior work includes roles at Westfield Steel and self-employment in sales coaching. He has also served as a JV/varsity lacrosse coach at Carmel High School since 2018. Meridian Investment Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm combines asset management, financial planning, and tax services within an investment process grounded in modern portfolio theory and integrated risk controls.

Ryan Collier is a financial advisor with Bedel Financial Consulting Inc in Indianapolis, IN. He holds Series 63, 65, and 66 licenses and has 16 years of industry experience. He has been with Bedel Financial Consulting since 2006. Bedel Financial Consulting provides customized portfolio management and financial planning services to private individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm is a fee-only registered investment adviser that manages accounts on a discretionary basis and employs a combination of fundamental, technical, and quantitative analysis across a wide range of investment strategies, including the use of derivatives and margin.

Nathaniel Miller is a financial advisor at The Wellington Grp LLC with 25 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Purshe Kaplan Sterling Investments, Guardian Life Insurance, and Park Avenue Securities. He is a minority owner of Wellington Group Ventures, LLC, a holding company. The Wellington Group provides wealth planning, financial planning, consulting, and portfolio management services to individuals, high-net-worth clients, and small businesses. The firm employs a team structure and blends passive and active management, emphasizing client-specific investment policies and continuous monitoring.

Jordan Davan is a CFP® professional at Monon Wealth Management with 12 years of industry experience. He previously worked at Charles Schwab for 12 years before joining Monon Wealth Management. Davan is also a licensed insurance agent involved in insurance sales and the implementation of insurance recommendations. Monon Wealth Management is a team of seven advisors managing approximately $547 million for about 505 clients, including individuals, trusts, estates, businesses, and employer retirement plans. The firm provides comprehensive wealth management services, combining investment management, financial planning, retirement plan advisory, and related consulting.

Catherine Sullivan is a CFP® professional with seven years of experience in financial advising, currently with Bedel Financial Consulting Inc. She has been with Bedel since 2016. Bedel Financial Consulting provides customized portfolio management and financial planning services to 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 under a fiduciary standard, employing a combination of fundamental, technical, and quantitative analysis across a broad range of investment strategies.

Kaylee Bjarnason is a financial advisor at An Exceptional Life Financial, LLC in Indianapolis, IN, holding a Series 65 designation with three years of industry experience. Prior to joining An Exceptional Life Financial, she worked at One Pacific Financial Strategies and held roles in education at the University of Redlands and Chaffey College. Outside of her advisory work, she owns a merchandise business focused on spiritual healing products and also works as a personal shopper. An Exceptional Life Financial serves individuals, families, high-net-worth clients, small businesses, and educational institutions by providing comprehensive financial planning, investment management, tax preparation, and employee benefit plan consulting. The firm uses a combination of passive and active investment strategies with ongoing portfolio supervision and also offers educational seminars and integrated tax services.

Nathan Melchi is a financial advisor at Deerfield with a Series 66 designation and three years of industry experience. He has worked at several firms, including LPL Enterprise, The Prudential Insurance Company of America, and State Bank. Deerfield advises individuals, retirement plan sponsors, trusts, estates, and corporate clients by combining investment management, financial planning, and consulting. The firm manages approximately $1.176 billion in assets across roughly 310 clients, using a diversified, modified passive investment approach through multiple models and monthly portfolio reviews.

Jack Boston is a CFP® and holds a Series 65 license with one year of industry experience. He has been with Wetzel Investment Advisors d/b/a Bookends Financial Planning since 2023. Bookends Financial Planning provides discretionary portfolio management, financial planning, and access to wrap-fee and separately managed account programs for individuals, high-net-worth clients, retirement plans, and corporations. The firm uses a blend of fundamental, technical, quantitative, and qualitative analysis with customizable model allocations and employs options strategies and third-party managers, serving approximately 520 clients across five offices.

Aidan Finet is a CFP® professional with eight years of experience at Deerfield Financial Advisors. Prior to joining Deerfield, he worked at Kilroy's on Kirkwood and Galecki Financial Management, Inc., and has a background that includes time at Indiana University. Deerfield provides wealth management, investment management, financial planning, and retirement-plan services to individuals, plan sponsors, trusts, and other private clients. The firm manages approximately $958.7 million in client assets and employs a modified passive management style focused on diversified, asset-class portfolios using low-cost funds and periodic rebalancing.

Timothy Ginn is a CFP® with 25 years of industry experience and is currently with MBIA Capital Advisors in Indianapolis, IN. He has worked at Valeo Financial Advisors, LLC since 2007. MBIA Capital Advisors provides fee-based investment management and financial planning to individuals, trusts, foundations, and retirement accounts. The firm emphasizes fundamental analysis with a focus on dividend growth and fixed-income, and integrates tax planning and insurance services through its affiliation with certified public accounting firms.

John Hutchens is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of experience in the financial services industry. He is currently affiliated with Monon Wealth Management and has previously worked at firms including Purshe Kaplan Sterling Investments, Wells Fargo Advisors, and Fifth Third Securities. Hutchens is also a licensed insurance agent involved in the implementation of insurance recommendations. Monon Wealth Management is an SEC-registered advisory team of seven advisors managing approximately $547 million for around 505 clients. The firm serves individuals, trusts, estates, businesses, and employer retirement plans with a wealth management approach that integrates investment management, financial planning, and retirement plan advisory services.

John Hillman is a financial advisor at Strive Financial Group, LLC in Carmel, IN, holding a Series 65 designation with one year of industry experience. Prior to joining the firm, he was a full-time student for ten years. Outside of advisory services, he is also licensed as an insurance agent. Strive Financial Group, LLC, founded in 2024, provides discretionary asset management, financial planning, and ERISA retirement-plan services to individual, high-net-worth clients, and qualified retirement plans. The firm employs a combination of quantitative and qualitative analysis across various investment strategies and conducts regular portfolio reviews including rebalancing and tax-loss harvesting.

Bruce Hubbell is a financial advisor with LJI Wealth Management, LLC in Indianapolis, IN, holding a Series 65 designation and 24 years of industry experience. He has been with LJI Wealth Management since 2015. LJI Wealth Management serves individuals, charitable organizations, corporations, and retirement plans, offering wealth management that integrates investment management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies tailored to clients’ objectives and risk profiles, utilizing fundamental, quantitative, and technical analysis.

Douglas Oneill is a financial advisor with Market Street Wealth Management Advisors, LLC in Indianapolis, IN. He holds Series 65 and Series 66 licenses and has 13 years of industry experience. His prior experience includes nine years and four years at Raymond James & Associates, before joining Market Street Wealth Management Advisors in 2021. Market Street Wealth Management Advisors serves individual and institutional clients, including high-net-worth households, retirement plans, foundations, and charitable organizations. The firm focuses on customized portfolio construction and ongoing asset-allocation oversight, using mutual funds, ETFs, Vanguard Personalized Indexing, and select independent managers.

Matthew Snyder is a financial advisor at Teeple Snyder Newsome Wealth & Tax Management with eight years of industry experience. He holds a Series 65 designation and has worked at Teeple Wealth Management since 2018, following roles at EHOB and State Farm Agency. Teeple Snyder Newsome Wealth & Tax Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business clients. The firm employs a goal-focused investment process centered on diversified, multi-asset portfolios with strategic allocation, regular rebalancing, and tactical tilts, while also offering integrated tax and accounting services through an affiliated practice.

Tabitha Williams is a financial advisor at Reify Wealth Advisors, Inc. in Indianapolis, IN, with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Worley Erhart-Graves Financial Advisors, Inc., The Just Company, and Triad Advisors, Inc. prior to joining Reify Wealth Advisors. Reify Wealth Advisors manages approximately $445 million in client assets, providing investment management, financial planning, tax preparation, and administrative services to individuals, high-net-worth clients, trusts, estates, and corporate entities. The firm follows a buy-and-hold investment approach with non-discretionary account management, requiring client approval for portfolio changes and proxy voting.

Anthony Fiorillo is a financial advisor with Asset Management Strategies, Inc. in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Asset Management Strategies since 2005 and concurrently works with the Division of Continuing Studies at IUPUI. Asset Management Strategies, Inc. serves a wide range of clients including individuals, pension plans, trusts, charitable organizations, small businesses, and institutional clients. The firm provides personalized financial planning and investment management with an emphasis on asset allocation using a trend-following approach primarily through passive index funds and ETFs.