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.

Marcus Miller is a CFP® and holds a Series 66 license, with 15 years of industry experience. He has been with Deerfield Financial Advisors since 2012, working as part of a seven-advisor team based in Indianapolis, IN. Deerfield serves a diverse client base including individuals across wealth levels, retirement plan sponsors, trusts, estates, and corporate clients. The firm employs a modified passive, asset-class fund investment approach focused on diversification, low turnover, and long-term holding, managing roughly $1.176 billion in assets from multiple offices.

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.

Maggie Meiners is a financial advisor at Financial Plans & Strategies, Inc. in Greenwood, IN, holding Series 63 and Series 65 licenses with nine years of industry experience. She has been with Financial Plans & Strategies since 2015. Financial Plans & Strategies provides investment advisory and planning services to individuals, high-net-worth clients, families, trusts, estates, and employer retirement plans. The firm offers discretionary asset management, retirement plan advisory, and financial planning with tailored advice implemented through diversified allocations and periodic portfolio supervision.

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 25 years of industry experience. He holds the Series 63 and Series 66 designations 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, offering comprehensive asset management alongside financial planning and pension consulting. The firm integrates in-house tax and accounting services with an investment process grounded in modern portfolio theory, managing assets primarily on a discretionary basis and utilizing third-party sub-advisers.

Randall Harrison is a financial advisor with Charter Advisory Corporation in Indianapolis, IN. He holds a Series 66 designation and has 18 years of industry experience. He has been with Charter Advisory Corporation since 2010 and also maintains an affiliation with LPL Financial, LLC since 2009. 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 structure.

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.

Andrew Hawickhorst is a financial advisor with Brucke Financial, Inc. in Indianapolis, IN, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC for ten years. Outside of his advisory role, he serves as a managing partner at Brucke Capital, LLC and is a licensed insurance agent. Brücke Financial primarily serves individual and high-net-worth clients, as well as corporations and employee benefit plans, providing portfolio management, financial planning, and pension consulting. The firm uses fundamental analysis and modern portfolio theory, incorporates options and derivative strategies, and allocates assets to third-party subadvisers, including AI-driven and alternative managers.

Matthew Lux is a Series 65-licensed advisor with Asset Management Strategies, Inc. in Indianapolis, IN, where he has worked since 2014. He has 18 years of industry experience and also maintains a role at The Mutual Fund Store-Kansas City, LLC. Lux has involvement in residential rental properties outside of his advisory work. Asset Management Strategies, Inc. serves a wide range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and institutional clients such as banks and investment companies. The firm provides personalized financial planning and investment management, focusing on asset allocation within a trend-following framework primarily using passive index funds and ETFs.

John Crawford is a financial advisor with Intrepid Financial Planning Group, LLC in Carmel, IN, holding 26 years of industry experience. He has been with Intrepid Financial Planning Group since 2000. Intrepid Financial Planning Group provides discretionary, fee-based investment management to a diverse range of clients including individuals, families, business entities, trusts, estates, pension and profit-sharing plans, and charitable trusts. The firm employs a strategic asset allocation approach grounded in Modern Portfolio Theory, emphasizing diversification, tax efficiency, and cost control while managing approximately $355 million in client assets.

Joe Wiley is a financial advisor with Capital Cities Investments in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Capital Cities, LLC since 1998 and previously at Limestone Capital Advisers, LLC and Limestone Capital Preservation Fund, Ltd. since 2011. Outside of his advisory role, Wiley serves as the chairman of the White River State Park Development Commission in Indianapolis. Capital Cities Investments serves a broad range of clients, including individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans, providing portfolio management, financial planning, and pension consulting. The firm uses a diversified investment approach with a combination of active and passive managers, asset allocation, and disciplined rebalancing, tailoring recommendations to clients’ individual suitability factors.

Kyle Thompson is a CFP® with 15 years of industry experience, currently serving as an advisor at Market Street Wealth Management Advisors, LLC since 2015. He holds a Series 65 license and acts as trustee of the Indy SH Revocable Living Trust. Market Street Wealth Management Advisors provides discretionary investment management, financial planning, and retirement plan consulting to individuals, businesses, foundations, pension plans, and charitable organizations. The firm manages approximately $711 million in assets across a nine-advisor team and emphasizes asset-allocation driven portfolios using mutual funds and ETFs, ongoing monitoring, and a variety of service options.

Ryan Bradley is a CFP® with four years of industry experience currently serving at Elevated Financial Group. He has worked previously at Invst LLC, Merrill, and SEI Archway. Bradley’s background also includes roles outside finance, such as an early position at Scotty's Brewhouse and employment with Butler University. Elevated Financial Group is a seven-advisor team managing over $500 million in regulatory assets, serving individual and high-net-worth households as well as retirement plan sponsors. The firm provides discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a combination of fundamental, quantitative, and technical analysis alongside technology-driven oversight.

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 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.