Marcus Miller is a CFP® and holds a Series 66 license with 15 years of industry experience. He has worked at Deerfield Financial Advisors since 2012 and previously spent a year at Edward Jones. Marcus is based in Indianapolis, IN, and is part of a seven-advisor team at Deerfield. Deerfield Financial Advisors provides wealth management, discretionary investment management, financial planning, and retirement plan consulting services to individuals, trusts, estates, business entities, and retirement plan sponsors. The firm uses a model-based, modified passive investment approach focused on diversification, low-cost funds, and tax efficiency, primarily implementing client accounts through Schwab Advisor Services.

Greg Poplarski is a financial advisor with ISC Advisors, Inc. in Carmel, Indiana, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Allianz Global Investors and OneAmerica Securities. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and other institutional clients, offering financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services. The firm manages approximately $1.54 billion in assets, utilizes model portfolios across risk profiles, and collaborates with sub-advisors while maintaining overall investment oversight.

Marie Marks is a financial advisor with Sikich Financial in Indianapolis, holding the CFP® designation and Series 63 and 65 licenses. She has 39 years of industry experience, including roles at OSAIC, Triad Advisors, and Park Avenue Securities. Marks also serves as a senior retirement plan specialist. Sikich Financial is an SEC-registered multi-team advisory firm managing approximately $1.18 billion in assets and serving individuals, retirement plans, trusts, estates, and business entities. The firm combines financial planning and portfolio management with retirement plan consulting, using an asset-allocation framework supported by both in-house and third-party managers.

He helps you WIN in your finances. Tim Woodward is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Kingdom Advisor (CKA®) and a number-cruncher to the core. He joined the industry after a successful “first” career in engineering at Ford Motor Company and Toyota Industries. He fell in love with personal finance during his MBA coursework at the University of Michigan. The transition to the wealth management industry appealed to him because he could crunch numbers and solve analytical challenges for people instead of parts. Tim’s dedication to his clients and ability to deliver results was quickly noticed as he became Partner of another wealth management firm in just 3 years that served 150 households and managed over $250 million in assets! Tim’s commitment to putting his clients' interests first has been the cornerstone of his success. He firmly believes that everyone is on their own financial journey, and he is dedicated to helping them navigate the complexities of their finances to reach their goals. He is passionate about analyzing numbers and translating the data into simple, plain English so that clients can confidently make decisions. After a decade of serving clients, Tim felt called to launch his own firm alongside his wife, Alexis, where they could provide a more high-touch, full-service offering to families and business owners. They knew there was a major need from business owners looking for help understanding their finances and growing a profitable business. And no other wealth management firm was helping business owners to this extent while also prioritizing customer service. With the help of their incredible team, they are now able to offer business advisory services that are designed to help business owners increase their profit and cash flow. Together, Tim and Alexis have built a virtual family office that provides personal advisory and business advisory services to clients virtually all over the country. Tim loves spending quality time with Alexis and their sons Conner and Christian, serving in his church, CrossFit, and being outdoors. Ready to take control of your finances? Contact Tim at [email protected] or visit www.blendwealth.com to schedule a Right Fit meeting.

John Shelbourne is a CFA® charterholder based in Indianapolis, IN, with three years of industry experience. He has worked at Woodley Farra since 2019 and previously spent five years at Morningstar Investment Management. Woodley Farra provides discretionary and non-discretionary investment management to a range of clients, including individuals, pension plans, trusts, and institutions. The firm focuses on equity portfolios comprised of larger-capitalization companies and employs a four-pronged investment analysis approach with regular account reviews and reporting.

Bradley Bolin is a financial advisor at Meridian Investment Advisors, Inc. in Indianapolis, IN, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. for 26 years before joining Meridian in 2026. Meridian Investment Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with asset management, financial planning, and pension consulting. The firm integrates modern portfolio theory with risk controls and offers in-house tax and accounting services alongside discretionary asset management and access to third-party sub-advisers.

Randall Harrison is a financial advisor with Charter Advisory Corporation in Indianapolis, IN. He holds a Series 66 designation and has 18 years of industry experience. He has been with Charter Advisory Corporation since 2010 and also maintains an affiliation with LPL Financial, LLC since 2009. 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 structure.

Karen Grindlay is a financial advisor with Charter Advisory Corporation in Indianapolis, IN, holding a Series 63 credential and 28 years of industry experience. She has been with Charter Advisory Corporation since 1998 and also has a background in accounting as president of Grindlay & Grindlay, PC, a CPA firm she has been involved with since 1994. 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, utilizing fundamental and technical analysis, model portfolios, and third-party managers.

James Miller is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Blend Wealth since 2025. His prior experience includes roles at OSAIC and Signator Investors, Inc. Blend Wealth serves individual and family clients, including high-net-worth and business-owner households, as well as employer-sponsored retirement plans. The firm employs a passive, Modern Portfolio Theory–based investment approach and provides integrated wealth management, family office services, and retirement plan consulting.

Jeffrey Dowden is a CFA® charterholder with 24 years of industry experience, currently serving at Wallington Asset Management since 2007. He holds Series 63 and Series 65 licenses and is based in Indianapolis, IN. Wallington Asset Management is a team-based SEC-registered investment adviser managing over $1.3 billion in discretionary assets. The firm provides portfolio management, financial planning, and retirement plan consulting to a range of clients, using a multi-factor approach for equity selection and macroeconomic analysis for fixed-income portfolios.

Michael Burley is a financial advisor with Meridian Investment Advisors, Inc. in Indianapolis, IN, holding Series 63 and Series 65 designations and 26 years of industry experience. He has been with Meridian since 2008, working as part of a three-advisor team. Meridian Investment Advisors provides comprehensive asset management to individual clients, pension and profit sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach incorporates modern portfolio theory and integrates asset allocation, portfolio structure, specialist management, and portfolio management to align risk with benchmarks. Meridian also offers in-house tax and accounting services alongside advisory and pension-plan consulting.

Isaac Yops is a financial advisor at Halter Ferguson Financial Inc with a Series 65 credential and two years of industry experience. Prior to joining Halter Ferguson Financial, he held positions in education and retail, including roles at Grant County School District and Taylor University. Halter Ferguson Financial Inc offers fee-only financial planning and discretionary portfolio management to individuals, families, small businesses, trusts, charitable organizations, and employer-sponsored plans. The firm bases investment decisions on fundamental analysis and customized investment policy statements, providing diversified, intermediate-to-long-term strategies alongside a specialized program that manages concentrated positions and uses options strategies.

Andrew Hawickhorst is a financial advisor with Brucke Financial, Inc. in Indianapolis, IN, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC for ten years. Outside of his advisory role, he serves as a managing partner at Brucke Capital, LLC and is a licensed insurance agent. Brücke Financial primarily serves individual and high-net-worth clients, as well as corporations and employee benefit plans, providing portfolio management, financial planning, and pension consulting. The firm uses fundamental analysis and modern portfolio theory, incorporates options and derivative strategies, and allocates assets to third-party subadvisers, including AI-driven and alternative managers.

Matthew Lux is a Series 65-licensed advisor with Asset Management Strategies, Inc. in Indianapolis, IN, where he has worked since 2014. He has 18 years of industry experience and also maintains a role at The Mutual Fund Store-Kansas City, LLC. Lux has involvement in residential rental properties outside of his advisory work. Asset Management Strategies, Inc. serves a wide range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and institutional clients such as banks and investment companies. The firm provides personalized financial planning and investment management, focusing on asset allocation within a trend-following framework primarily using passive index funds and ETFs.

John Crawford is a financial advisor with Intrepid Financial Planning Group, LLC in Carmel, IN, holding 26 years of industry experience. He has been with Intrepid Financial Planning Group since 2000. Intrepid Financial Planning Group provides discretionary, fee-based investment management to a diverse range of clients including individuals, families, business entities, trusts, estates, pension and profit-sharing plans, and charitable trusts. The firm employs a strategic asset allocation approach grounded in Modern Portfolio Theory, emphasizing diversification, tax efficiency, and cost control while managing approximately $355 million in client assets.

Joe Wiley is a financial advisor with Capital Cities Investments in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Capital Cities, LLC since 1998 and previously at Limestone Capital Advisers, LLC and Limestone Capital Preservation Fund, Ltd. since 2011. Outside of his advisory role, Wiley serves as the chairman of the White River State Park Development Commission in Indianapolis. Capital Cities Investments serves a broad range of clients, including individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans, providing portfolio management, financial planning, and pension consulting. The firm uses a diversified investment approach with a combination of active and passive managers, asset allocation, and disciplined rebalancing, tailoring recommendations to clients’ individual suitability factors.

Kyle Thompson is a CFP® with 15 years of industry experience and has been with Market Street Wealth Management Advisors, LLC since 2015. Prior to that, he worked at Veros Partners, Inc. from 2010 to 2015. He is also a trustee of the Indy SH Revocable Living Trust. Market Street Wealth Management Advisors serves individual and institutional clients, including high-net-worth individuals, businesses, foundations, charitable organizations, and retirement plans. The firm provides discretionary investment management, financial planning, and retirement-plan consulting, using a range of approaches such as mutual funds, ETFs, third-party sub-advisors, and specialist strategies.

Ryan Bradley is a CFP® with four years of industry experience currently serving at Elevated Financial Group. He has worked previously at Invst LLC, Merrill, and SEI Archway. Bradley’s background also includes roles outside finance, such as an early position at Scotty's Brewhouse and employment with Butler University. Elevated Financial Group is a seven-advisor team managing over $500 million in regulatory assets, serving individual and high-net-worth households as well as retirement plan sponsors. The firm provides discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a combination of fundamental, quantitative, and technical analysis alongside technology-driven oversight.

Brian Hamel is a CFP® professional with 34 years of industry experience. He is currently with RetireMitten Financial LLC, where he has worked since 2025, and previously spent 12 years with Schwab Wealth Advisory and Charles Schwab. Outside of his advisory work, Hamel is a principal of Blueforce Investors, LLC, a firm engaged in income-producing real estate investments. RetireMitten Financial LLC serves individual and high-net-worth clients, trusts, corporations, and multi-generational families by providing discretionary investment management and written financial planning services. The firm’s investment approach emphasizes passive portfolio construction using stocks and ETFs, guided by client-specific investment policies and periodic reviews.

David West is a CFA® charterholder and the sole advisor at West Advisors, Inc. in Fishers, Indiana, with 14 years of experience in the financial industry. He has been with West Advisors since 2005. West Advisors serves individuals, high-net-worth clients, trusts, retirement plans, and tax-exempt organizations by providing financial consulting, investment management, and select non-advisory services. The firm employs a fiduciary approach, using Modern Portfolio Theory-based asset allocation with tax-sensitive strategies and a mix of passive and active investments, and conducts regular account reviews with written client reports.