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.

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.

Geoffrey Thomas is a financial advisor with Invst, LLC in Indianapolis, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior work includes roles at Woodbury Financial Services, Skyway Capital Markets, and SC Distributors. Outside of advising, he hosts the podcast *Financial Views with Local Brews* and serves as Board Treasurer for the Indiana Diaper Bank. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets and combines fundamental, technical, and cyclical analysis to construct diversified portfolios.

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 with RWM Capital, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at Foundations Investment Advisors for eight years and operates Markiewicz Financial LLC, focusing on life insurance and fixed/indexed annuities. RWM Capital, LLC provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm combines tailored asset allocations, model portfolios, sub-advisers, and algorithmic tools across its multi-office structure to manage client relationships and portfolios.

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.

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 at Harvest Investment Services, LLC with 21 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has been with Harvest since 2016. Her prior experience includes roles at Proequities Inc, Guardian Life, and Concourse Financial Group Securities, Inc. Outside of advisory services, she is involved in insurance sales and marketing activities related to Medicare supplement and annuity products. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions, offering discretionary portfolio management, financial planning, and consulting. The firm uses customized portfolios and model-based strategies, combining active tactical approaches with fundamental, technical, and quantitative analyses.

Thomas Cudahy is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Invst, LLC since 2019. Prior to joining Invst, he worked at NYLife Securities LLC and New York Life Insurance Co from 2013 to 2019. Invst, LLC provides financial planning, 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 and uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios.

Jason Poschinger is a financial advisor with 9 years of industry experience, currently with 4 Wealth Advisors, Inc. in Indianapolis, IN. He holds Series 63 and Series 65 designations. In addition to his work in financial services, he is employed at Flanner Buchanan, where he serves as a Family Services Advisor involved in funeral, cremation, and cemetery planning. 4 Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized portfolio management and financial planning solutions, employing a variety of analytical methods and maintaining affiliations with 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.