Anthony Decicco is a financial advisor with EHG Wealth Management in Indianapolis, IN. He holds a Series 66 designation and has nine years of industry experience. Prior to his current role, he worked at firms including Morgan Stanley, Edward Jones, and Kerr Wealth Management. Decicco is also the owner of RealTea Capital Inc., a venture 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 businesses. The firm employs a tactical asset-allocation strategy based primarily on technical analysis and manages portfolios tailored to clients’ objectives and risk tolerances.

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 eight years of industry experience, currently serving as an advisor at Market Street Wealth Management Advisors, LLC since 2015. He operates within a team of nine advisors based in Indianapolis, IN. Market Street Wealth Management Advisors provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, businesses, foundations, pension plans, and charitable organizations. The firm manages approximately $711 million in assets with a focus on asset-allocation driven portfolios primarily composed of mutual funds and ETFs, supported by ongoing monitoring, rebalancing, and technology-enhanced client services.

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.

Levi Gates is a Series 65-licensed financial advisor with Woodley Farra in Indianapolis, IN, with one year of industry experience. Prior to joining Woodley Farra, he worked at Ball State University and Lawrence North High School. Woodley Farra provides discretionary and non-discretionary investment management to individuals, pension plans, trusts, charitable organizations, corporations, and institutional clients. The firm emphasizes equity portfolios of larger-capitalization companies and offers named strategies alongside fixed income and preferred securities, applying a four-pronged investment analysis with regular portfolio reviews.

Brady Webster is a financial advisor with NorthWest Financial Services Inc in Indianapolis, IN, holding a Series 65 designation and six years of industry experience. Prior to joining NorthWest Financial Services in 2020, he worked for Probo Medical from 2016 to 2019. He also provides accounting consulting and bookkeeping advice on a limited basis. NorthWest Financial Services is a team-based registered investment adviser serving individual and high-net-worth clients, as well as trusts and estates. The firm offers comprehensive financial planning and discretionary portfolio management, employing a two-tiered investment approach that balances liquidity with actively managed, value-oriented holdings.

Julianne Erhart Graves is a CFP® with 20 years of industry experience, currently serving at Reify Wealth Advisors, Inc. She was previously with Worley Erhart-Graves Financial Advisors, Inc. for 17 years. She is a 49% owner and general partner of Smitson Erhart-Graves Tax Advisors, LLC, which provides income tax advising and return preparation for individuals, businesses, and trusts. Reify Wealth Advisors offers investment management, financial planning, tax preparation, and administrative support to individuals, high-net-worth clients, trusts, estates, and corporate entities. The firm follows a buy-and-hold investment approach on a primarily non-discretionary basis, providing tailored portfolio management and modular financial planning services.

Anthony Harcourt is a financial advisor with Bedel Financial Consulting Inc in Indianapolis, IN. He holds Series 63 and Series 65 designations and has 11 years of industry experience, including 12 years at Bedel Financial Consulting. Bedel Financial Consulting provides customized portfolio management and financial planning for private individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm operates as a fee-only registered investment adviser under a fiduciary standard, employing a broad range of investment strategies including derivatives and margin transactions, and conducts quarterly account reviews.

Amanda Hineman is a financial advisor at Gimbal Financial, LLC, holding a Series 66 designation with six years of industry experience. She previously worked at LPL Financial LLC from 2016 to 2022 before joining Gimbal Financial in 2022. Gimbal Financial serves individuals, trusts, estates, small businesses, retirement plans, and certain brokerage customers of Mutual Securities. The firm offers discretionary asset management through a wrap-fee program, retirement plan consulting, and variable annuity consulting services, managing diversified portfolios based on client objectives and market conditions.

Michael Markiewicz is a financial advisor at RWM Capital, LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Foundations Investment Advisors, LLC since 2017 and operates Markiewicz Financial LLC, which focuses on life insurance and fixed/indexed annuities. RWM Capital provides fee-based financial planning and discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm uses tailored asset allocations, model portfolios, sub-advisers, and quantitative algorithms to manage approximately $222 million across multiple offices.

Carl Drury is a financial advisor at Paradiem, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Paradiem since 2014. Paradiem serves individuals, high-net-worth families, and charitable organizations by providing asset management, comprehensive financial planning, and insurance services. The firm emphasizes long-term, fundamental analysis-based investing and offers customized portfolios alongside coordinated planning for tax, estate, and charitable giving considerations.

Matthew Teeple is a financial advisor with Teeple Snyder Newsome Wealth & Tax Management in Indianapolis, IN. He holds a Series 66 designation and has 19 years of industry experience, including 18 years at Teeple Wealth Management. Teeple is a minority owner of Diamond Maps, a business based in Indiana. Teeple Snyder Newsome Wealth & Tax Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business clients. The firm offers a goal-focused investment process centered on diversified, multi-asset portfolios with strategic allocation targets, regular rebalancing, and occasional tactical tilts, alongside integrated tax preparation and accounting services.

Jacob Beckman is a financial advisor at Brücke Financial, Inc. in Indianapolis, IN. He holds a Series 65 designation and has been with Brücke Financial since 2025. Prior to this role, he worked at Ameren Illinois and held positions in academia and engineering. Brücke Financial serves individual and high-net-worth clients as well as corporations and employee benefit plans, offering portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis, modern portfolio theory, and derivative strategies, and it frequently allocates assets to third-party subadvisers, including AI-driven and alternative managers.

Anna Dujan is a financial advisor with Harvest Investment Services, LLC in Indianapolis, IN, holding Series 63, 65, and 66 credentials and 21 years of industry experience. She has been with Harvest Investment Services since 2016 and previously worked at ProEquities Inc. Anna also works as an insurance agent, involved in the sales and service of various insurance products, including annuities and Medicare supplement insurance. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions, offering discretionary portfolio management, financial planning, and consulting. The firm employs a range of investment approaches, including active tactical strategies and a combination of fundamental, technical, and quantitative analyses, and supports plan sponsors as an ERISA investment manager when engaged.

Jason Poschinger is a financial advisor at 4Wealth Advisors, Inc. in Indianapolis, Indiana, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America and Cetera Investment Services. Outside of his advisory role, he is employed as a Family Services Advisor at Flanner Buchanan, involved in funeral, cremation, and cemetery planning. 4Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers customized portfolio management and employs various analytical methods, including technical and cyclical analysis, with access to integrated resources through affiliated accounting and insurance entities.

Andrew Cornell is a CFP® with 28 years of industry experience, currently serving as an advisor at The Wellington Group LLC since 2024. His prior experience includes roles at Wellington Wealth Strategies, LLC and UBS Financial Services Inc. He is a member of the board of directors for Noblesville Youth Baseball and holds leadership positions with the Riverview Health Foundation, including chairman of the board and chairman of the investment committee. 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 strategies across various asset classes and may allocate to private funds, pooled vehicles, and employ derivatives and option strategies in certain accounts.

Joel Koon is a CFP® professional at Four Quadrant Wealth Advisors, Inc. with four years of industry experience. Prior to joining Four Quadrant in 2022, he held roles at Renewal by Anderson, Layher & Company PC, Topgolf, and Advanced Auto Parts. Four Quadrant Wealth Advisors serves individual and professional clients, including high-net-worth individuals and business entities such as medical and dental practices. The firm applies a tailored investment approach utilizing fundamental and technical analysis across various asset types, managing approximately $219 million in discretionary client assets.

Mathew Ryan is a financial advisor at Bedel Financial Consulting Inc with 12 years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining Bedel Financial Consulting in 2018, he worked for Five years at Four Quadrant Wealth Advisors. Bedel Financial Consulting provides customized portfolio management and financial planning to a range of clients, including individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm employs a fee-only, fiduciary approach and uses a combination of fundamental, technical, and quantitative analysis, with the ability to utilize diverse investment strategies including derivatives and margin transactions.

Nathan Kinney is a financial advisor at FI3 Financial Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked at several firms, including The National Bank of Indianapolis, Capital Cities, L.L.C., and Commonwealth Bank & Trust. Kinney is based in Indianapolis, IN. FI3 Financial Advisors primarily serves high-net-worth individuals and multi-generational families through multi-family office services, including comprehensive wealth planning, tax and estate coordination, and investment management. The firm combines active and passive portfolio management with integrated financial planning and offers private investment vehicles to accredited investors.

Benjamin Weber is a Series 65-licensed advisor with Halter Ferguson Financial Inc., where he has worked since 2020. He has two years of industry experience and previously worked at Valeo Financial Advisors, LLC. His background also includes roles outside financial services, such as with Lyft and Uber. Halter Ferguson Financial Inc. provides fee-only financial planning and discretionary portfolio management to individuals, families, small businesses, trusts, charitable organizations, and employer-sponsored plans. The firm uses fundamental analysis and client-specific investment policy statements to guide decisions, and offers specialized programs including a private fund and options strategies within managed accounts.