Kaylee Bjarnason is a financial advisor at An Exceptional Life Financial, LLC in Indianapolis, IN, holding a Series 65 designation with three years of industry experience. Prior to joining An Exceptional Life Financial, she worked at One Pacific Financial Strategies and held roles in education at the University of Redlands and Chaffey College. Outside of her advisory work, she owns a merchandise business focused on spiritual healing products and also works as a personal shopper. An Exceptional Life Financial serves individuals, families, high-net-worth clients, small businesses, and educational institutions by providing comprehensive financial planning, investment management, tax preparation, and employee benefit plan consulting. The firm uses a combination of passive and active investment strategies with ongoing portfolio supervision and also offers educational seminars and integrated tax services.

Nathan Melchi is a financial advisor at Deerfield with a Series 66 designation and three years of industry experience. He has worked at several firms, including LPL Enterprise, The Prudential Insurance Company of America, and State Bank. Deerfield advises individuals, retirement plan sponsors, trusts, estates, and corporate clients by combining investment management, financial planning, and consulting. The firm manages approximately $1.176 billion in assets across roughly 310 clients, using a diversified, modified passive investment approach through multiple models and monthly portfolio reviews.

Chad Bailey is a financial advisor at Intrepid Financial Planning Group, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with the firm since 2010. Intrepid Financial Planning Group provides discretionary, fee-based investment management to a diverse client base including individuals, families, business entities, trusts, estates, pension and profit-sharing plans, and charitable trusts. The firm’s investment approach focuses on strategic asset allocation, diversification, tax efficiency, and cost control, offering customized portfolios managed on a discretionary basis.

Jack Boston is a CFP® and holds a Series 65 license with one year of industry experience. He has been with Wetzel Investment Advisors d/b/a Bookends Financial Planning since 2023. Bookends Financial Planning provides discretionary portfolio management, financial planning, and access to wrap-fee and separately managed account programs for individuals, high-net-worth clients, retirement plans, and corporations. The firm uses a blend of fundamental, technical, quantitative, and qualitative analysis with customizable model allocations and employs options strategies and third-party managers, serving approximately 520 clients across five offices.

Aidan Finet is a CFP® professional with eight years of experience at Deerfield Financial Advisors. Prior to joining Deerfield, he worked at Kilroy's on Kirkwood and Galecki Financial Management, Inc., and has a background that includes time at Indiana University. Deerfield provides wealth management, investment management, financial planning, and retirement-plan services to individuals, plan sponsors, trusts, and other private clients. The firm manages approximately $958.7 million in client assets and employs a modified passive management style focused on diversified, asset-class portfolios using low-cost funds and periodic rebalancing.

Edward Lux is a financial advisor at Parkwoods Wealth Partners, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Shoreline Asset Management, LLC, Engineered Facades, and Sullivan Commercial Supply, LLC. Outside of his advisory role, he is a member of an LLC that owns a retail store, from which he receives rental income through a triple net lease arrangement. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations, providing investment management, retirement plan consulting, and financial planning. The firm employs a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations mainly through mutual funds, ETFs, and fixed-income ladders.

Timothy Ginn is a CFP® with 25 years of industry experience and is currently with MBIA Capital Advisors in Indianapolis, IN. He has worked at Valeo Financial Advisors, LLC since 2007. MBIA Capital Advisors provides fee-based investment management and financial planning to individuals, trusts, foundations, and retirement accounts. The firm emphasizes fundamental analysis with a focus on dividend growth and fixed-income, and integrates tax planning and insurance services through its affiliation with certified public accounting firms.

John Hutchens is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of experience in the financial services industry. He is currently affiliated with Monon Wealth Management and has previously worked at firms including Purshe Kaplan Sterling Investments, Wells Fargo Advisors, and Fifth Third Securities. Hutchens is also a licensed insurance agent involved in the implementation of insurance recommendations. Monon Wealth Management is an SEC-registered advisory team of seven advisors managing approximately $547 million for around 505 clients. The firm serves individuals, trusts, estates, businesses, and employer retirement plans with a wealth management approach that integrates investment management, financial planning, and retirement plan advisory services.

John Hillman is a financial advisor at Strive Financial Group, LLC in Carmel, IN, holding a Series 65 designation with one year of industry experience. Prior to joining the firm, he was a full-time student for ten years. Outside of advisory services, he is also licensed as an insurance agent. Strive Financial Group, LLC, founded in 2024, provides discretionary asset management, financial planning, and ERISA retirement-plan services to individual, high-net-worth clients, and qualified retirement plans. The firm employs a combination of quantitative and qualitative analysis across various investment strategies and conducts regular portfolio reviews including rebalancing and tax-loss harvesting.

Bruce Hubbell is a financial advisor with LJI Wealth Management, LLC in Indianapolis, IN, holding a Series 65 designation and 24 years of industry experience. He has been with LJI Wealth Management since 2015. LJI Wealth Management serves individuals, charitable organizations, corporations, and retirement plans, offering wealth management that integrates investment management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies tailored to clients’ objectives and risk profiles, utilizing fundamental, quantitative, and technical analysis.

Matthew Bates is a CFP® and holds a Series 66 license with 18 years of industry experience. He is currently with Four Quadrant Wealth Advisors, Inc. and has prior experience at PFS Investments Inc., Primerica Financial Services, Advised Assets Group, LLC, and Gwfs Equities, Inc. He was also involved with Link to Learn Behavior Therapy from 2022 to 2024. Four Quadrant Wealth Advisors serves individual and high-net-worth clients as well as professional partnerships, corporations, and medical and dental practices. The firm provides personalized financial planning and discretionary portfolio management, tailoring advice to client objectives and risk tolerance using various analytical methods and a diversified range of investment instruments.

Tyler Needler is a financial advisor at Wealth Advisory Solutions, LLC with 17 years of industry experience. He holds the Series 66 designation and has been with Wealth Advisory Solutions since 2017, previously working at Canterbury Investment Management from 2016 to 2019. Wealth Advisory Solutions, LLC provides financial planning, investment consulting, and asset management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a tailored approach that includes written financial plans and Investment Policy Statements, implementing strategies through strategic and tactical asset allocation with a blend of fundamental and technical analysis.

Douglas Oneill is a financial advisor with Market Street Wealth Management Advisors, LLC in Indianapolis, IN. He holds Series 65 and Series 66 licenses and has 13 years of industry experience. His prior experience includes nine years and four years at Raymond James & Associates, before joining Market Street Wealth Management Advisors in 2021. Market Street Wealth Management Advisors serves individual and institutional clients, including high-net-worth households, retirement plans, foundations, and charitable organizations. The firm focuses on customized portfolio construction and ongoing asset-allocation oversight, using mutual funds, ETFs, Vanguard Personalized Indexing, and select independent managers.

Matthew Snyder is a financial advisor at Teeple Snyder Newsome Wealth & Tax Management with eight years of industry experience. He holds a Series 65 designation and has worked at Teeple Wealth Management since 2018, following roles at EHOB and State Farm Agency. Teeple Snyder Newsome Wealth & Tax Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business clients. The firm employs a goal-focused investment process centered on diversified, multi-asset portfolios with strategic allocation, regular rebalancing, and tactical tilts, while also offering integrated tax and accounting services through an affiliated practice.

Tabitha Williams is a financial advisor at Reify Wealth Advisors, Inc. in Indianapolis, IN, with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Worley Erhart-Graves Financial Advisors, Inc., The Just Company, and Triad Advisors, Inc. prior to joining Reify Wealth Advisors. Reify Wealth Advisors manages approximately $445 million in client assets, providing investment management, financial planning, tax preparation, and administrative services to individuals, high-net-worth clients, trusts, estates, and corporate entities. The firm follows a buy-and-hold investment approach with non-discretionary account management, requiring client approval for portfolio changes and proxy voting.

Chase Mitchell is a Series 65 licensed financial advisor with Intrepid Financial Planning Group, LLC in Carmel, Indiana. He has one year of experience in the financial industry. Prior to joining Intrepid, he held various roles in retail and education sectors, including positions at Costco Wholesale and Ivy Tech State College, and was involved with Hickeys Shaved Ice. Intrepid Financial Planning Group, LLC provides discretionary, fee-based investment management to a diverse client base including individuals, families, trusts, and pension plans. The firm emphasizes strategic asset allocation and diversification while managing approximately $355 million in client assets through customized portfolios.

Eve Smith is a financial advisor with Wealth Advisory Solutions, LLC in Zionsville, IN, holding a Series 65 designation and two years of experience. Her prior work includes roles at The Monument Circle Group, Milliman-Indianapolis Health, WTW, and multiple positions at Purdue University. Wealth Advisory Solutions, LLC offers financial planning, investment consulting, and asset management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a detailed fact-finding process to create customized financial plans and implements investment strategies through a combination of strategic and tactical asset allocation.

Anthony Fiorillo is a financial advisor with Asset Management Strategies, Inc. in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Asset Management Strategies since 2005 and concurrently works with the Division of Continuing Studies at IUPUI. Asset Management Strategies, Inc. serves a wide range of clients including individuals, pension plans, trusts, charitable organizations, small businesses, and institutional clients. The firm provides personalized financial planning and investment management with an emphasis on asset allocation using a trend-following approach primarily through passive index funds and ETFs.

Evan Teeple is a financial advisor at Teeple Snyder Newsome Wealth & Tax Management in Brownsburg, IN. He holds a Series 65 designation and has been with the firm since 2025. Prior to his current role, Evan worked briefly at Smoothie King and Goodwill. Teeple Snyder Newsome Wealth & Tax Management serves individuals, pension and profit-sharing plans, and business entities by providing asset management, financial planning, ERISA plan services, and tax preparation. The firm emphasizes a goal-focused investment process and manages most client relationships on a non-discretionary basis, offering affiliated accounting and tax services alongside portfolio management.

Thomas Cates is a financial advisor with The Wellington Grp LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior experience includes roles at Park Avenue Securities LLC and Guardian Life Insurance Co. of America. He is the sole owner of Cates Wealth Management LLC, an entity established for managing financial business income for tax purposes. The Wellington Group provides wealth planning, consulting, and investment management services to individuals, high-net-worth clients, and small business entities. The firm manages portfolios using a combination of active and passive strategies across various asset classes and may allocate assets to third-party managers or pooled investment vehicles when appropriate.