Kyle Thompson is a CFP® with 15 years of industry experience, currently serving as an advisor at Market Street Wealth Management Advisors, LLC since 2015. He holds a Series 65 license and acts as trustee of the Indy SH Revocable Living Trust. Market Street Wealth Management Advisors provides discretionary investment management, financial planning, and retirement plan consulting to individuals, businesses, foundations, pension plans, and charitable organizations. The firm manages approximately $711 million in assets across a nine-advisor team and emphasizes asset-allocation driven portfolios using mutual funds and ETFs, ongoing monitoring, and a variety of service options.

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.

Jordan Zody is a Series 65-licensed advisor with Financial Enhancement Group in Anderson, Indiana. He joined the firm in 2025 after working in education for seven years, including roles at Grace College and Shenandoah schools. Financial Enhancement Group provides discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a blend of fundamental and technical analysis with proprietary research and tactical overlays, along with AI tools and specialized sub-advisors, to manage portfolios across various asset classes.

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.

Yadira Garcia is a financial advisor with Asset Management Strategies, Inc. in Indianapolis, IN. She holds Series 65 and Series 63 licenses and has 24 years of industry experience, including 13 years at Raymond James and Associates. Outside of her advisory work, she manages a rental property in Greenwood, IN. Asset Management Strategies, Inc. provides personalized financial planning and discretionary investment management for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a trend-following asset allocation approach with passively managed index funds, ETFs, and mutual funds, managing over $220 million across approximately 2,110 client accounts.

Timothy Bales is a CFP® with 20 years of industry experience and is affiliated with The Wellington Group LLC in Indianapolis, IN. He has worked at Spc and Sigma Financial Corporation since 2012 and has been involved with Sanders and Bales Financial Services since 1993, where he prepares tax returns and handles bookkeeping. He serves as Finance Chair and is a member of the Planned Giving Committee at Sheridan United Methodist Church. The Wellington Group provides wealth planning, consulting, and investment management services to individuals, high-net-worth clients, and small business entities. The firm uses a combination of active and passive investment strategies and may allocate to private funds, derivatives, and third-party managers as part of its portfolio management approach.

Jonathan Herndon is a CFP® professional with eight years of industry experience. He has been with Elser Financial Planning, Inc. since 2015. The firm is a fee-only advisory team of 13 advisors based in Indianapolis, IN. Elser Financial Planning, Inc. provides personalized financial planning and portfolio management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a long-term, Modern Portfolio Theory–based approach using low-cost mutual funds and ETFs, with a mix of discretionary and non-discretionary asset management, including the use of third-party access for held-away retirement accounts.

Richard Cooke is a CFP® with 10 years of industry experience. He currently serves as a financial advisor at Abundo Wealth and has previously worked at firms including 2Point0 Financial, Vincere Wealth Management, Edward Jones, and Fidelity. Outside of finance, he operates a travel agency assisting clients with booking and support. Abundo Wealth provides comprehensive financial planning and non-discretionary investment advisory services to individual clients through a client portal, focusing on topics such as cash flow, retirement, and estate planning. The firm employs a passive, low-cost index fund investment approach and structures its advisory services on a subscription basis without requiring asset minimums.

Keith Allen is a financial advisor with Meridian Investment Advisors, Inc. in Indianapolis, IN, holding Series 63, 65, and 66 licenses and 14 years of industry experience. His prior work includes roles at Westfield Steel and self-employment in sales coaching. He has also served as a JV/varsity lacrosse coach at Carmel High School since 2018. Meridian Investment Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm combines asset management, financial planning, and tax services within an investment process grounded in modern portfolio theory and integrated risk controls.

Ryan Collier is a financial advisor with Bedel Financial Consulting Inc in Indianapolis, IN. He holds Series 63, 65, and 66 licenses and has 16 years of industry experience. He has been with Bedel Financial Consulting since 2006. 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 is a fee-only registered investment adviser that manages accounts on a discretionary basis and employs a combination of fundamental, technical, and quantitative analysis across a wide range of investment strategies, including the use of derivatives and margin.

Nathaniel Miller is a financial advisor at The Wellington Grp LLC with 25 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Purshe Kaplan Sterling Investments, Guardian Life Insurance, and Park Avenue Securities. He is a minority owner of Wellington Group Ventures, LLC, a holding company. The Wellington Group provides wealth planning, financial planning, consulting, and portfolio management services to individuals, high-net-worth clients, and small businesses. The firm employs a team structure and blends passive and active management, emphasizing client-specific investment policies and continuous monitoring.

Jordan Davan is a CFP® professional at Monon Wealth Management with 12 years of industry experience. He previously worked at Charles Schwab for 12 years before joining Monon Wealth Management. Davan is also a licensed insurance agent involved in insurance sales and the implementation of insurance recommendations. Monon Wealth Management is a team of seven advisors managing approximately $547 million for about 505 clients, including individuals, trusts, estates, businesses, and employer retirement plans. The firm provides comprehensive wealth management services, combining investment management, financial planning, retirement plan advisory, and related consulting.

Catherine Sullivan is a CFP® professional with seven years of experience in financial advising, currently with Bedel Financial Consulting Inc. She has been with Bedel since 2016. Bedel Financial Consulting provides customized portfolio management and financial planning services to individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm is a fee-only registered investment adviser that manages client accounts primarily on a discretionary basis under a fiduciary standard, employing a combination of fundamental, technical, and quantitative analysis across a broad range of investment strategies.

Monica Ross is a Series 65 licensed financial advisor with Financial Enhancement Group, where she has worked since 2024. She has 16 years of industry experience, including a 15-year tenure at BMO Bank prior to joining Financial Enhancement Group. Financial Enhancement Group provides discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm integrates fundamental and technical analysis with proprietary research and tactical overlays, employs specialized sub-advisors, and utilizes AI tools to support its multi-advisor platform.

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.

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.