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.

Randi Bellner is a financial advisor at Gryphon Financial Partners with two years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at U.S. Bancorp Investments and U.S. Bank. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm employs an active, diversified “total portfolio” approach and offers both discretionary investment management and consulting, serving a broad client base including high-net-worth and non-HNW clients.

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.

Yadira Garcia is a financial advisor at Asset Management Strategies, Inc. with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James and Associates, Fifth Third Securities, Inc., and Chase Investment Services Corp. Outside of her advisory role, she manages a rental property in Greenwood, Indiana. Asset Management Strategies, Inc. provides personalized financial planning and discretionary investment management to a diverse client base including individuals, retirement plans, trusts, and institutional clients. The firm employs a trend-following asset allocation approach using passive index funds, ETFs, and mutual funds, managing over $220 million across approximately 2,110 accounts.

Ethan Aguilar is a financial advisor at Invst, LLC in Indianapolis, holding a Series 65 credential. He has been with Invst since 2024 and is early in his professional career following his studies at Ball State University. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets with a team of 33 advisors and employs a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios.

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® professional with 10 years of industry experience, currently serving as a financial advisor at Abundo Wealth since 2024. His prior roles include positions at 2Point0 Financial, LLC, Vincere Wealth Management, LLC, Edward Jones, and Fidelity. Outside of financial advising, he operates a travel agency, Steady As We Roam Travel Co LLC, assisting clients with travel bookings and support. Abundo Wealth provides comprehensive financial planning and non-discretionary investment advisory services to individual clients without requiring an asset minimum. The firm uses a passive, low-cost index fund investment approach and delivers advice through a client portal and financial planning software.

Keith Allen is a financial advisor with Meridian Investment Advisors, Inc. in Indianapolis, IN, holding Series 63, 65, and 66 credentials and bringing 14 years of industry experience. His prior roles include positions at Kestra Investment Services and Transamerica Financial Advisors. Outside of his advisory work, Keith serves as a JV/Varsity lacrosse coach at Carmel High School. Meridian Investment Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering asset management combined with financial planning and pension consulting. The firm integrates modern portfolio theory and a multi-level risk management approach and provides in-house tax and accounting services, including tax return preparation and bookkeeping.

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.