David West is a CFA® charterholder and the sole advisor at West Advisors, Inc. in Fishers, Indiana, with 14 years of experience in the financial industry. He has been with West Advisors since 2005. West Advisors serves individuals, high-net-worth clients, trusts, retirement plans, and tax-exempt organizations by providing financial consulting, investment management, and select non-advisory services. The firm employs a fiduciary approach, using Modern Portfolio Theory-based asset allocation with tax-sensitive strategies and a mix of passive and active investments, and conducts regular account reviews with written client reports.

Yadira Garcia is a financial advisor at Asset Management Strategies, Inc. with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James and Associates, Fifth Third Securities, Inc., and Chase Investment Services Corp. Outside of her advisory role, she manages a rental property in Greenwood, Indiana. Asset Management Strategies, Inc. provides personalized financial planning and discretionary investment management to a diverse client base including individuals, retirement plans, trusts, and institutional clients. The firm employs a trend-following asset allocation approach using passive index funds, ETFs, and mutual funds, managing over $220 million across approximately 2,110 accounts.

Ethan Aguilar is a financial advisor at Invst, LLC in Indianapolis, holding a Series 65 credential. He has been with Invst since 2024 and is early in his professional career following his studies at Ball State University. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting 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 with a team of 33 advisors and employs a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios.

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.

Richard Cooke is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Abundo Wealth since 2024. His prior roles include positions at 2Point0 Financial, LLC, Vincere Wealth Management, LLC, Edward Jones, and Fidelity. Outside of financial advising, he operates a travel agency, Steady As We Roam Travel Co LLC, assisting clients with travel bookings and support. Abundo Wealth provides comprehensive financial planning and non-discretionary investment advisory services to individual clients without requiring an asset minimum. The firm uses a passive, low-cost index fund investment approach and delivers advice through a client portal and financial planning software.

Keith Allen is a financial advisor with Meridian Investment Advisors, Inc. in Indianapolis, IN, holding Series 63, 65, and 66 credentials and bringing 14 years of industry experience. His prior roles include positions at Kestra Investment Services and Transamerica Financial Advisors. Outside of his advisory work, Keith serves as a JV/Varsity lacrosse coach at Carmel High School. Meridian Investment Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering asset management combined with financial planning and pension consulting. The firm integrates modern portfolio theory and a multi-level risk management approach and provides in-house tax and accounting services, including tax return preparation and bookkeeping.

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.

Alexis Woodward is a CFP® professional with five years of industry experience, currently serving at Blend Wealth in Indianapolis, IN. Prior to joining Blend Wealth, Alexis worked at Market Street Wealth Management Advisors LLC for four years. She is also the co-founder and CEO of Blend Wealth Accounting LLC, an accounting firm offering tax planning, preparation, and related services. Blend Wealth provides fee-only investment management, integrated wealth management, and retirement plan consulting to individual and family clients, including high-net-worth and business-owner households. The firm follows a passive, Modern Portfolio Theory–based approach, constructing diversified portfolios primarily with index mutual funds and ETFs tailored to clients' goals and risk profiles.

Amanda Oakley is a CFP® and holds a Series 66 license with 21 years of industry experience. She has worked at Invst, LLC since 2019, following tenures at Commonwealth Financial Network and Ameriprise. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm manages about $1.565 billion in assets and uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios tailored to client needs.

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 with Deerfield in Indianapolis, holding a Series 66 designation and three years of industry experience. He has worked at several firms including LPL Enterprise and The Prudential Insurance Company of America before joining Deerfield in 2025. Deerfield Financial Advisors serves individuals, retirement plan sponsors, trusts, estates, and business entities with wealth management, discretionary investment management, financial planning, and retirement plan consulting. The firm employs model-based strategies managed by an internal CIO cabinet, focusing on diversification, low-cost funds, and tax efficiency primarily through the Schwab Advisor Services platform.

Chad Bailey is a financial advisor at Intrepid Financial Planning Group, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with the firm since 2010. Intrepid Financial Planning Group provides discretionary, fee-based investment management to a diverse client base including individuals, families, business entities, trusts, estates, pension and profit-sharing plans, and charitable trusts. The firm’s investment approach focuses on strategic asset allocation, diversification, tax efficiency, and cost control, offering customized portfolios managed on a discretionary basis.

Aidan Finet is a CFP® with five years of industry experience, currently serving at Deerfield Financial Advisors since 2018. Prior to this, he worked at Kilroy's on Kirkwood and Galecki Financial Management, Inc., and has experience from his time at Indiana University. Deerfield Financial Advisors provides wealth management, discretionary investment management, financial planning, and retirement plan consulting to individuals, retirement plan sponsors, trusts, estates, and business entities. The firm employs model-based strategies with a modified passive approach focused on diversification, low-cost funds, and tax efficiency, primarily utilizing Schwab Advisor Services platforms.

Edward Lux is a financial advisor at Parkwoods Wealth Partners, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Shoreline Asset Management, LLC, Engineered Facades, and Sullivan Commercial Supply, LLC. Outside of his advisory role, he is a member of an LLC that owns a retail store, from which he receives rental income through a triple net lease arrangement. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations, providing investment management, retirement plan consulting, and financial planning. The firm employs a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations mainly through mutual funds, ETFs, and fixed-income ladders.

Tammy Marrs is a Series 65 licensed advisor with 13 years of industry experience, currently with Forum Private Client Group since 2012. She holds a life and accident health insurance license and serves as President of the Board of Directors for Emergency Family Homeless Shelter. Forum Private Client Group offers wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts, utilizing customized planning combined with quantitative and technical analysis across various investment vehicles.

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.