Matthew Mohlman is a financial advisor at Monument Advisers with 13 years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining Monument Advisers, he worked at Oxford Financial Group, Astor Investment Management, B. Riley Wealth Advisors, and AFA Advisor Services. He serves as Executive Director of Monument Charitable, a donor advised fund, and as President of Monument Ventures, a holding company. Monument Advisers is a fee-only investment adviser serving individuals, charitable organizations, pooled investment vehicles, and businesses with portfolio management and financial planning. The firm employs a combination of modern portfolio theory, fundamental and macroeconomic analysis, and both passive and active strategies to tailor asset allocation to client goals and risk tolerances.

Aaron Hunt is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He partners with clients to help them identify their unique financial purposes and co-create financial strategies. Aaron aims to extend Fidelity's standard of care to every client he works with, focusing on assisting clients in pursuing their financial goals and dreams. Prior to his current role, Aaron held several positions at Fidelity Investments, including Relationship Manager from 2024 to 2025, Financial Representative in 2024, and Financial Services Representative from 2023 to 2024. This progression reflects his growing expertise in financial planning and client relationship management. Outside of his professional work, Aaron's personal interests include board games, fitness, spending time with friends and attending social events, golf, and skiing.

Bradley Cougill is a CFP® with 27 years of industry experience, currently serving at Deerfield Financial Advisors, Inc. since 2009 and previously at Deerfield from 1999 to 2003. He is based in Indianapolis, IN, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he manages a family farming business separate from his financial work. Deerfield Financial Advisors serves individuals, retirement plan sponsors, trusts, estates, and business entities with wealth management, investment management, financial planning, and retirement plan consulting. The firm employs model-based strategies with a modified passive, asset-class approach emphasizing diversification, low-cost funds, and limited trading for tax efficiency.

Katrina Hoetmer is a financial advisor at Financial Enhancement Group with a Series 65 designation and two years of industry experience. She has worked at Financial Enhancement Group since 2023 and previously held positions at IUPUI, Ivy Tech, and the University of Evansville. Financial Enhancement Group provides discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities through a multi-advisor platform. The firm employs a mix of fundamental and technical analysis, proprietary research models, tactical overlays, and AI tools to manage portfolios and offers specialized strategies including direct indexing and option collars.

Benjamen Banks is a CFP® professional with 18 years of industry experience, currently serving at Forum Private Client Group since 2007. He also has a longstanding affiliation with Forum Credit Union. Banks is a board member of the Financial Planning Association of Greater Indiana, a nonprofit organization for financial advisors. Forum Private Client Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts. The firm combines customized financial planning with portfolio construction using mutual funds, ETFs, individual securities, and third-party sub-advisers.

David Crossman is a CFA® charterholder and holds a Series 63 license with 19 years of industry experience. He has worked at Bedel Financial Consulting, Inc. since 2012. Bedel Financial Consulting provides customized portfolio management and financial planning to private individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm combines fundamental, technical, and quantitative analysis in its investment process and employs a range of strategies including derivatives and margin transactions, managing accounts on a discretionary basis under a fiduciary standard.

Nolan Clay is a CFP® professional with three years of experience, currently serving at Avalon Wealth Advisory, Inc. in Indianapolis, IN. He joined Avalon Wealth Advisory in 2023 after completing his studies at Ball State University. Avalon Wealth Advisory, Inc. offers personalized financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm focuses on consultative strategies, working with clients to set asset allocation and investment policy while emphasizing traditional approaches and manager selection.

Kathryn Hower is a CFP® professional at Bedel Financial Consulting Inc with 22 years of industry experience. She has been with Bedel Financial Consulting since 2005. Bedel Financial Consulting offers customized portfolio management and financial planning services to a diverse client base including individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm operates as a fee-only registered investment adviser, managing accounts primarily on a discretionary basis under a fiduciary standard.

Clinton Bucher is a financial advisor at Monon Wealth Management with 30 years of industry experience. He holds a Series 63 designation and has worked previously at Hutchens & Kramer Investment Management Group, Kestra Financial Services, and Legacy Advisors LLC. Outside of advisory work, he serves as Treasurer and investor for Frye Fabrication, Inc., a business owned by his son-in-law. Monon Wealth Management is an SEC-registered advisory team managing approximately $547 million for individuals, trusts, estates, businesses, and employer retirement plans. The firm provides comprehensive wealth management services, combining investment management, financial planning, and retirement plan advisory, utilizing model portfolios with a long-term orientation alongside tactical adjustments.

Sarah Mahaffa is a CFP®-certified financial advisor at Bedel Financial Consulting Inc with 17 years of industry experience. She has worked at Bedel since 2016 and previously spent six years at Charles Schwab. 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 operates as a fee-only, registered investment adviser under a fiduciary standard and utilizes a combination of fundamental, technical, and quantitative analysis across a diverse range of investment strategies.

Olivia Maynes is a CFP® professional with five years of industry experience. She has worked at Bedel Financial Consulting, Inc. since 2022 and previously held roles at Aspen Wealth Management and Davenport & Co., LLC. Before entering the financial advisory field, she was affiliated with Virginia Tech for four years. 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 uses a combination of fundamental, technical, and quantitative analysis and offers a variety of investment strategies, including the use of derivatives and margin, while operating under a fiduciary standard.

Charles Pilecki is a financial advisor with Charter Advisory Corporation in Indianapolis, IN, holding a Series 63 designation and 35 years of industry experience. He has worked at Charter Advisory Corporation since 1992 and has been affiliated with LPL Financial LLC since 2009. In addition to his advisory work, he is involved in insurance sales through Valley Insurance Agency. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals and various types of institutional clients. The firm manages approximately $366 million in assets, employing a multi-advisor team approach that includes both discretionary and non-discretionary portfolio management often utilizing model portfolios and third-party managers.

Austin Angel is a CFP® professional with six years of experience in financial advising. He has worked at Market Street Wealth Management Advisors, LLC since 2018, including time as part of a seven-advisor team. Prior to that, he was employed at Indiana State University for four years. Market Street Wealth Management Advisors serves individual and institutional clients, providing discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a diversified investment approach using mutual funds, ETFs, third-party sub-advisors, and specialist strategies, while integrating financial planning and regular account monitoring.

Kirstyn Simon is a CFP® with 10 years of industry experience, currently serving at FI3 Financial Advisors, LLC. Her prior roles include positions at JPMorgan Securities LLC and Range Finance, Inc. Outside of her advisory career, she is a partner at Clementine Properties, LLC, a real estate business focused on property maintenance. FI3 Financial Advisors, LLC primarily serves high-net-worth individuals and multi-generational families as a multi-family office, offering comprehensive wealth planning, investment management, and Family Chief Financial Officer services. The firm integrates active and passive management across public and private asset classes, collaborating with external consultants and providing access to proprietary private investment funds.

Samuel Mc Daniel is a financial advisor at Elser Financial Planning, Inc. in Indianapolis, IN, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Valeo Financial Advisors, LLC and Northwestern Mutual, along with periods as a student. Elser Financial Planning, Inc. is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, and small businesses with comprehensive financial planning and portfolio management. The firm employs a long-term, Modern Portfolio Theory-based investment approach using low-cost mutual funds and ETFs, managing over $1.13 billion in discretionary assets with a team of 13 advisors.

Joseph Hillman is a financial advisor with Strive Financial Group, LLC in Carmel, IN, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior experience includes roles at Wellington Wealth Strategies, LLC and TrustWealth Strategies, among others. Outside of financial advising, he is a sales owner of M. E. D. Distribution, a medical implant distribution company. Strive Financial Group, LLC provides discretionary asset management, financial planning, and ERISA retirement-plan services for individual and high-net-worth clients, as well as qualified retirement plans. The firm employs a combination of quantitative and qualitative analysis across various investment strategies and conducts regular portfolio monitoring and rebalancing.

Holly Wharton is a CFP® professional with 10 years of industry experience, currently serving at NorthWest Financial Services Inc. She worked at the firm from 2007 to 2017 before a seven-year period as a homemaker, returning to NorthWest Financial Services in 2024. NorthWest Financial Services primarily serves individual investors and offers financial planning alongside discretionary portfolio management. The firm employs a two-tiered investment approach combining conservative near-term liquidity with longer-term value-oriented mutual fund allocations, managing all assets on a discretionary basis.

David Yearwood is a financial advisor with Charter Advisory Corporation in Indianapolis, IN, holding a Series 63 credential and over 40 years of industry experience. He has been with Charter Advisory Corporation since 1987 and has also worked at LPL Financial since 2009. Outside of advisory services, he is involved in the publishing industry through Michael Stafford Publishing, LLC, which invests in the launch and marketing of political fiction novels. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $333 million in client assets and utilizes a combination of fundamental and technical analysis alongside model- and manager-based solutions through LPL-sponsored programs.

Andrew Thrasher is a financial advisor at Financial Enhancement Group with 16 years of industry experience. He holds a Series 65 designation and has been with Financial Enhancement Group since 2011. Outside of his advisory role, he owns Thrasher Analytics LLC, a financial publication through which he writes market commentary, and serves on the CMT Association Admissions Committee. Financial Enhancement Group provides discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis, proprietary research models, and tactical overlays to manage portfolios across multiple asset classes, integrating specialized strategies and AI tools to support its multi-advisor platform.

Park Leacock is a financial advisor at Monument Advisers with four years of industry experience. He holds a Series 65 designation and previously worked at Teeple Wealth Management, Belle Tire, and State Farm. Outside of advising, he is the founder and president of Imperium Coffee House LLC, a café in Brownsburg, Indiana, and also leads Smith & Leacock, LLC, a holding company related to a coffee patent. Monument Advisers is a fee-only investment management and financial planning firm serving individuals, high-net-worth clients, charitable organizations, pooled vehicles, and corporate clients. The firm uses asset-allocation principles and modern portfolio theory to construct portfolios with a mix of passive and active funds, offering both discretionary and non-discretionary management along with values-based investing options.