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.

Meredith Carbrey is a CFP® professional with 18 years of industry experience, currently serving at Bedel Financial Consulting Inc since 2007. She is based in Indianapolis, IN, and is part of a team of 19 advisors at the firm. 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 and employs a diverse investment process that includes fundamental, technical, and quantitative analysis, utilizing various instruments and strategies such as derivatives and margin transactions under a fiduciary standard.

Stephanie Wilson is a CFP® professional with 20 years of industry experience. She is affiliated with Monon Wealth Management, a team of seven advisors based in Indianapolis, IN. Her prior firms include Purshe Kaplan Sterling Investments, Hutchens & Kramer Investment Management Group, Wells Fargo Advisors, and Fifth Third Securities. Outside of her advisory work, she also acts as a licensed insurance agent and provides notary public services to clients on a limited basis. Monon Wealth Management serves individuals, trusts, estates, businesses, and retirement plans, managing approximately $547 million. The firm combines investment management with financial planning and related consulting, using model portfolios focused on ETFs, mutual funds, stocks, and bonds, and incorporates independent managers and third-party platforms in its approach.

Andrew Snow is a financial advisor at Forum Private Client Group with one year of industry experience. He holds a Series 65 designation and previously worked at FORUM Solutions Group, LLC, dba SafisLife Advisors, and Forum Credit Union. Prior to his financial career, he held positions at Hawthorns Country Club and Indianapolis Motor Speedway. Forum Private Client Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts. The firm offers customized planning integrated with portfolio construction utilizing mutual funds, ETFs, individual securities, and third-party sub-advisers, employing quantitative and technical analysis to manage client assets.

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.

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.

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.

Joseph Cavazos is a financial advisor at Storen Financial with five years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at firms including Charles Schwab and LPL Financial. He is currently affiliated with Simplicity Investments in a broker-dealer role. Storen Legacy Partners, LLC is a multi-advisor registered investment adviser managing approximately $438 million for individuals, trusts, employer retirement plans, and corporate clients. The firm combines fundamental and technical analysis with modern portfolio theory, employing a range of strategies from ETFs and mutual funds to alternatives and digital assets.

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.

Lloyd Easters is a financial advisor with Invst, LLC, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked with Jarred Bunch Consulting, LLC and Guardian Life Insurance. Outside of his advisory role, he provides business and financial coaching and offers online courses. Invst, LLC serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, managing approximately $1.565 billion in assets. The firm employs a combination of fundamental, technical, and cyclical analysis to build diversified portfolios and offers both discretionary and non-discretionary investment management.

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.

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 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.