Stephanie Ashley is a financial advisor with Elevated Financial Group in Indianapolis, holding Series 63 and Series 66 designations and nine years of industry experience. Her prior roles include positions at Invst, LLC, Beacon Pointe Advisors, Commonwealth Financial Network, and Charles Schwab. In addition to her advisory work, she is active as an insurance agent with various carriers. Elevated Financial Group serves individual and high-net-worth households as well as retirement plan sponsors, offering discretionary portfolio management, financial planning, retirement plan advisory, and consulting services. The firm utilizes a combination of fundamental, quantitative, and technical analysis within a buy-and-hold framework and incorporates technology, including AI-enabled systems, to support portfolio oversight.

Elizabeth Ritz is a financial advisor at Gimbal Financial, LLC in Carmel, IN, with six years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Thurston Springer Financial for five years and Bristal Lane Group for one year. Before entering the financial industry, she spent 16 years working at College Park Church. 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 tailored to client objectives and conducting annual account reviews.

Terence Weiss is a financial advisor at Wallington Asset Management with 24 years of industry experience. He has been with Wallington Asset Management since 2007 and holds a Series 63 designation. Wallington Asset Management is an SEC-registered, team-based investment adviser managing over $1.3 billion in discretionary assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a multi-factor approach to equity selection and integrates macroeconomic analysis for fixed-income portfolios, offering tailored strategies across its Asset Management and Capital Advisory Programs.

Benjamin Hecht is a financial advisor with Williamson Legacy Group, LLC in Carmel, Indiana. He holds a Series 66 designation and has 11 years of industry experience. Prior to joining Williamson Legacy Group in 2022, Hecht worked at Axxcess Wealth Management and Wells Fargo Clearing. He is also licensed as an insurance agent and sells life insurance products on a commission basis. Williamson Legacy Group provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a client-specific financial planning process combined with both fundamental and technical analysis to develop long-term portfolio strategies, managing approximately $183 million in discretionary assets for roughly 343 clients.

Kathleen Hudock is a financial advisor at Pekin Hardy Strauss, Inc. in Carmel, IN, holding Series 65 and Series 66 licenses with nine years at Pekin Hardy Strauss and one year of prior experience at TD Ameritrade. Pekin Hardy Strauss, Inc. provides investment management, financial planning, and retirement plan services to individuals, pension plans, charitable organizations, and corporations. The firm employs a fundamental analysis approach with consideration of ESG factors, utilizing a range of instruments and strategies—including derivatives and pooled investment vehicles—to tailor portfolios to client objectives and risk tolerances.

Sarah Sepulveda is a CFP® and Series 65-licensed financial advisor with five years of industry experience. She is currently with An Exceptional Life Financial, LLC, where she has worked since 2023. Prior to that, she was with The H Group, Inc. from 2018 to 2023 and was involved with the Boys & Girls Club of Salem, Marion and Polk Counties from 2016 to 2018. An Exceptional Life Financial serves individuals, families, high-net-worth clients, small businesses, and educational institutions by providing financial planning, investment management, tax preparation, and employee benefit plan consulting. The firm manages approximately $259 million in assets, using a blend of passive and active investment strategies tailored to each client, along with ongoing portfolio supervision and advice on held-away accounts.

Jeanette Mccormick is a financial advisor with Williamson Legacy Group, LLC in Carmel, IN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Axxcess Wealth Management. She serves as chapter treasurer for the charitable organization Tri Kappa. Williamson Legacy Group offers personalized financial planning and investment advisory services to individuals, families, trusts, estates, and qualified retirement plans. The firm employs both fundamental and technical analysis to develop customized portfolio strategies and manages approximately $183 million in discretionary assets across a team of five advisors.

Kathryn Lester is a Series 66-licensed financial advisor at Vandalia Wealth with 27 years of industry experience. Her prior roles include positions at Robert Baird & Co. and Jjb Hillisrd Wl Lyons LLC. Outside of her advisory work, she serves on finance and investment committees for religious organizations and participates in local nonprofit and condominium boards. Vandalia Wealth provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm utilizes a mix of low-cost mutual funds, ETFs, individual securities, and alternative investments within primarily model-based portfolios and maintains a fiduciary standard in its investment approach.

Sina Nowak is a financial advisor at Charter Advisory Corporation with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charter Advisory Corporation since 2016. Prior to that, he was associated with LPL Financial LLC from 2015. Outside of advising, Nowak is a licensed real estate sales associate and has involvement with a lawn service company. Charter Advisory Corporation provides 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, using a combination of fundamental and technical analysis, model portfolios, and discretionary trading authority.

Brady Johnson is a financial advisor at Curry Webb Wealth Management LLC in Indianapolis, holding a Series 65 credential with one year of industry experience. Prior to joining the firm in 2025, he was a student from 2008 to 2025. Curry Webb Wealth Management provides customized financial planning and discretionary investment management primarily to individual investors and trusts. The firm uses a diversified asset allocation approach focused on mutual funds and ETFs, supported by regular investment committee reviews and integrates financial planning into its advisory services without separate fees.

Thomas Adamczyk is a financial advisor with Intrepid Financial Planning Group, LLC in Carmel, IN, holding a Series 63 designation and 25 years of industry experience. He has worked at Intrepid Financial Planning since 2000 and concurrently operates Adamczyk & France CPA, P.C. since 1987. Intrepid Financial Planning Group provides discretionary, fee-based investment management to a diverse client base including individuals, families, trusts, and pension plans. The firm employs a strategic asset allocation approach incorporating Modern Portfolio Theory principles, emphasizing diversification, tax efficiency, and cost control, while managing about $355 million in client assets.

Philip Byers Jr. is a financial advisor with Gimbal Financial, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Citigroup Global Markets, Morgan Stanley, and Raymond James Financial. He is also the owner of Phil Byers, LLC, a non-investment-related support company. Gimbal Financial, a six-advisor team, manages discretionary wrap-fee accounts for individuals, trusts, estates, small businesses, and retirement plans. The firm uses diversified portfolios aligned with client objectives and conducts annual account reviews considering economic and market conditions.

Michael Werner is a CFP®-certified financial advisor with 26 years of industry experience. He has been with Meridian Investment Advisors, Inc. since 2018 and previously worked at JPMorgan Securities LLC from 2016 to 2018. Based in Indianapolis, IN, Werner holds Series 63 and Series 66 licenses as well. Meridian Investment Advisors serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive asset management, financial planning, pension consulting, and in-house tax-related services, operating with a portfolio approach grounded in modern portfolio theory and emphasizing risk alignment and specialist management.

Nicholas Prokai is a financial advisor at The Wellington Grp LLC with a Series 66 designation and three years of industry experience. His prior roles include positions at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he sells various insurance products independently. The Wellington Group provides wealth planning, consulting, and investment management services to individuals, high-net-worth clients, and small business entities. The firm employs a mix of active and passive strategies across multiple asset classes and offers customized investment policy statements for each client engagement.

Christopher Bauchle is a CFP® with five years of industry experience, currently serving as an advisor at Strive Financial Group, LLC since 2024. His prior experience includes three years at Wellington Wealth Strategies, LLC. In addition to his advisory work, he serves with the Indianapolis Fire Department and the United States Air Force Reserve. Strive Financial Group, LLC provides discretionary asset management, financial planning, and ERISA retirement-plan services to individual, high-net-worth, and qualified retirement-plan clients. The firm uses a combination of quantitative and qualitative analysis across a range of strategies, including long-term allocations, trading, options, and alternative investments.

Robin Hall is a financial advisor with Bridgeport Financial Solutions in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining Bridgeport in 2025, Hall worked for Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for 19 years and Raymond James Financial Services, Inc. for six years. Outside of advising, Hall provides estate planning and irrevocable life insurance trust services as a licensed attorney. Bridgeport Financial Solutions serves both individual and institutional clients, offering investment management, financial planning, retirement-plan advisory services, and tax preparation through its subsidiary BridgePort Tax. The firm employs an Investment Committee to oversee model portfolios and delivers discretionary management via wrap programs and advisor-managed portfolios, utilizing both affiliated and third-party strategists.

Keith Tyner is a financial advisor with Gimbal Financial, LLC in Carmel, Indiana, holding a Series 63 license and over 40 years of industry experience. He has worked at Gimbal Financial since 2012 and previously spent 16 years with LPL Financial, LLC. In addition to his advisory role, Tyner is the author of the book *Financial Survivors*. Gimbal Financial serves individuals, trusts, estates, small businesses, retirement plans, and certain brokerage customers of Mutual Securities. The firm offers discretionary wrap-fee asset management, retirement plan consulting, and variable annuity consulting, using diversified allocations across multiple asset classes and conducting account reviews at least annually.

Stacy Phillips is a financial advisor at Four Quadrant Wealth Advisors, Inc. with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Sagepoint Financial, Inc. and WSI, Inc. dba Creative Planning Strategies. Four Quadrant Wealth Advisors serves individual and high-net-worth clients, as well as professional partnerships, corporations, and medical and dental practices, providing personalized financial planning and discretionary portfolio management. The firm tailors advice using a mix of analytical methods and implements diversified portfolios while offering ongoing account monitoring and specialized services for business entities and practice transition planning.

Brian Singer is a Series 65-licensed financial advisor with 9 years of industry experience. He is affiliated with Howard Bailey Securities, LLC and has operated Brian Singer Corp, doing business as Singer Financial Group, since 1994. His background includes roles at AE Wealth Management, LLC from 2016 to 2022. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, estates, qualified retirement plans, charitable organizations, foundations, corporations, small businesses, and churches. The firm combines fundamental and technical analysis with Modern Portfolio Theory to provide discretionary portfolio management, periodic rebalancing, and regular client reviews.

Camryn Olson is a financial advisor at Elevated Financial Group with a Series 65 credential and three years of industry experience. Prior to joining Elevated Financial Group, Olson worked at Invst LLC and Olson & Wilson Private Capital LLC. She also has an eight-year background in education at Hillsdale College and Cincinnati Hills Christian Academy. Olson is a licensed insurance broker. 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 a diversified investment approach combining fundamental, quantitative, and technical analysis with a buy-and-hold strategy and uses technology and formal due diligence to support portfolio oversight.