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 industry experience, currently serving as an advisor at Market Street Wealth Management Advisors, LLC since 2018. He previously worked at Indiana State University from 2014 to 2018. 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 and operates with a nine-advisor team across ten offices, emphasizing asset-allocation driven portfolios primarily using mutual funds and ETFs.

Kirstyn Simon is a CFP® and Series 63 credentialed advisor with nine years of industry experience. She is currently with FI3 Financial Advisors, LLC and previously worked at JPMorgan Securities LLC and Range Finance, Inc. Outside of her advisory role, she is an owner and partner of Clementine Properties, LLC, a business that manages rental property. FI3 Financial Advisors 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’s investment approach combines active and passive management across public and private asset classes, with an emphasis on private investment vehicles and collaboration with external consultants for customized solutions.

Rick Davis is a financial advisor with Wealth Advisory Solutions, LLC in Zionsville, IN, holding a Series 65 designation and six years of industry experience. He previously worked at Henriott Group for 17 years and is the founder and President of Q4 Advisors, a firm specializing in insurance-based products. In addition to his advisory roles, Davis is the founder and president of Stridz, LLC, a personal finance app aimed at educating young adults, and serves as a continuing lecturer on Entrepreneurship and Innovation at Purdue University. Wealth Advisory Solutions provides financial planning, investment consulting, and asset management to individuals, retirement plans, trusts, charitable organizations, and businesses, employing a strategic and tactical asset allocation approach with both discretionary and non-discretionary management.

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 roles include positions at Valeo Financial Advisors, Northwestern Mutual, and Runestad Financial Services. Elser Financial Planning provides personalized financial planning and investment management services primarily to individuals, trusts, estates, charitable organizations, and small businesses, typically serving clients with portfolios of about $1 million or greater. The firm employs a fee-only model, focusing on long-term strategies grounded in Modern Portfolio Theory using low-cost mutual funds and ETFs, and operates with limited discretion while maintaining client control over accounts.

Joseph Hillman is a financial advisor at Strive Financial Group, LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with firms including Wellington Wealth Strategies, LLC and MassMutual Life Insurance Company. Outside of financial advising, Hillman is involved in a medical implant distribution company, M. E. D. Distribution, where he is a sales owner. Strive Financial Group, LLC provides discretionary asset management, financial planning, and ERISA retirement-plan services to individual and high-net-worth clients. The firm employs a combination of quantitative and qualitative analysis to manage portfolios using a variety of strategies, and conducts regular portfolio reviews with rebalancing and tax considerations.

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.

Tiffany Spudich is a financial advisor with Capital Cities Investments, holding a Series 65 designation and 21 years of industry experience. She has worked at Capital Cities, LLC and Capital Cities Investments, Inc. since 2004. Capital Cities Investments serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employee benefit plans, providing discretionary portfolio management, modular financial planning, and pension consulting. The firm’s investment approach combines asset-allocation modeling with active and passive manager implementation, utilizing mutual funds, ETFs, and third-party platforms for portfolio management and rebalancing.

Steven Smith is a financial advisor at Wealth Advisory Solutions, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he co-owns a business that buys and sells historic cars. Wealth Advisory Solutions, LLC offers financial planning, investment consulting, and asset management services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm uses an individualized process to develop written financial plans and Investment Policy Statements, implementing strategies through a mix of fundamental and technical analysis with both discretionary and non-discretionary account management.

Kevin Zeyen is a financial advisor at The Wellington Grp LLC in Indianapolis, IN, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with MML Investor Services, MassMutual Life Insurance Company, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of his advisory role, he owns KS Business Consulting LLC, where he provides consulting services on various business topics. The Wellington Group offers wealth planning, consulting, and investment management services to individuals, high-net-worth clients, and small business entities. The firm employs a combination of active and passive strategies across diverse asset classes and may allocate to private equity, private funds, and third-party managers.

Julie Thompson is a financial advisor with Charter Advisory Corporation in Indianapolis, IN. She holds a Series 63 designation and has 34 years of industry experience. Julie has worked at LPL Financial LLC since 2009 and has been with Charter Advisory Corporation since 1984. She is also a notary public. 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, offering portfolio management using fundamental and technical analysis, rebalancing, ongoing reviews, and financial planning.

Jason Armbrust is a CFP® professional with 10 years of experience in the financial advisory industry. He is currently with Avalon Wealth Advisory, Inc., where he has worked since 2021, and previously spent five years at Oxford Financial Group, Ltd. Located in Indianapolis, IN, he holds the Series 66 license in addition to his CFP® designation. Avalon Wealth Advisory, Inc. provides personalized financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans, focusing on high-net-worth clients. The firm employs a consultative approach, emphasizing traditional strategies, manager selection, and client-directed decisions without discretionary trading authority.

Layton John is a financial advisor at LJI Wealth Management, LLC with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with LJI Wealth Management since 2007. Outside of his advisory role, he owns and manages a restaurant and bar called The Dugout. LJI Wealth Management serves individuals, charitable organizations, corporations, and retirement plans by providing wealth management that includes investment management, comprehensive financial planning, and retirement plan consulting. The firm employs a range of investment strategies tailored to client objectives and manages accounts on both discretionary and non-discretionary bases.

Michael Manion is a financial advisor with Woodley Farra in Indianapolis, Indiana, holding 42 years of industry experience. He has been with Woodley Farra Portfolio Management Inc. since 1999 and has also operated M.W. Manion Investment Counsel since 1997. Woodley Farra provides discretionary and non-discretionary investment management to individuals, including high net worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and institutional mandates. The firm employs a four-pronged investment analysis and emphasizes equity portfolios of larger-capitalization companies alongside fixed income and preferred securities for income.

Jack Kowal is a CFP® with 27 years of industry experience and has been with Quantum Financial Services Inc. in Indianapolis, IN since 1994. He holds a Series 63 license and works as part of a two-advisor team at the firm. Quantum Financial Services serves individual and high-net-worth clients as well as institutional entities including corporate pension plans, trusts, estates, and charitable organizations. The firm provides portfolio management, investment consulting, financial planning, and estate planning, using a combination of fundamental and quantitative analysis alongside third-party research.

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.

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.

Donald Woodley is a CFA® charterholder based in Indianapolis, Indiana, with 42 years of experience in the financial industry. He has been with Woodley Farra Portfolio Management Inc. since 1995. Woodley Farra provides discretionary and non-discretionary investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and institutional clients. The firm emphasizes equity portfolios of larger-capitalization companies and employs a four-pronged investment analysis approach, managing approximately $2.32 billion in assets for about 1,591 clients.