James Stawick is a financial advisor at Harvest Investment Services, LLC in Indianapolis, Indiana, with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Harvest since 2019 and previously at Archer Investment Corporation from 2010 to 2019. In addition to his advisory role, he owns The Stawick CPA Group, a bookkeeping and accounting business serving small businesses. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions. The firm offers discretionary portfolio management, financial planning, and consulting, employing active tactical strategies and a combination of fundamental, technical, and quantitative analyses.

Raymond Kramer is a financial advisor at Monon Wealth Management in Indianapolis, IN, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Wells Fargo Advisors, FIFTH THIRD SECURITIES, The Huntington Investment Company, and Chase Investment Services. In addition to his advisory role, he occasionally sells life insurance and fixed/indexed annuities. Monon Wealth Management is a team of seven advisors managing approximately $547 million for around 505 clients, including individuals, trusts, estates, businesses, and employer retirement plans. The firm provides comprehensive wealth management services using a long-term investment approach with model portfolios and third-party managers.

Kathleen Tranovich is a CFP® and Series 65–registered advisor at Elser Financial Planning, Inc. in Indianapolis, IN, with 10 years of industry experience. She worked at Adam Smith Advisors for 10 years before joining Elser Financial Planning in 2021. Elser Financial Planning, Inc. is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, and small businesses. The firm provides comprehensive financial planning and portfolio management, emphasizing long-term, Modern Portfolio Theory–based strategic asset allocation implemented with low-cost mutual funds and ETFs, and manages over $1.13 billion in discretionary assets across a team of 13 advisors.

Allison Gruesbeck is a CFP® and ChFC® with 11 years of experience in the financial industry. She is currently with Elser Financial Planning, Inc. and has previously worked at Ameriprise, Northwestern Mutual, Raymond James, Charles Schwab, and other firms. Allison is based in Indianapolis, IN. Elser Financial Planning, Inc. is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, and small businesses. The firm focuses on long-term, Modern Portfolio Theory–based asset allocation using low-cost mutual funds and ETFs, managing over $1.13 billion in discretionary assets with a team of 13 advisors.

Joseph Williamson is a financial advisor at Williamson Legacy Group, LLC in Carmel, IN, with 41 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Advisors LLC and Axxcess Wealth Management, LLC. Outside of advising, Williamson is involved in TSOAR Ministries, focusing on discipleship and ministry book sales. Williamson Legacy Group offers personalized financial planning and investment advisory services to individuals, families, trusts, estates, and qualified retirement plans. The firm uses a client-specific financial plan combined with fundamental and technical analysis to develop long-term portfolio strategies and manages roughly $183 million in discretionary assets for around 343 clients.

Richard Thomas is a financial advisor with Signature Financial Services, Ltd in Noblesville, IN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Signature Financial Services since 1999 and concurrently at First Heartland Capital, Inc. and Ag Resource Management. Outside of advising, he operates a tax preparation business. Signature Financial Services provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and business entities. The firm’s investment approach is asset-allocation driven, using model portfolios and institutional strategists, with a focus on mutual funds, ETFs, and other asset classes, while offering both discretionary and non-discretionary portfolio management.

Jo Ann Hendryx is a financial advisor with Intrepid Financial Planning Group, LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Intrepid Financial Planning since 1999 and maintains ongoing business activities as a CPA and attorney, providing tax and estate planning services through DeFelice Engineering Inc. Intrepid Financial Planning Group, LLC offers discretionary, fee-based investment management to a diverse client base including individuals, families, trusts, and pension plans, managing approximately $355 million in client assets. The firm employs a strategic asset allocation approach incorporating Modern Portfolio Theory principles, emphasizing diversification, tax efficiency, and cost control, while providing customized portfolios and maintaining formal affiliations with tax and accounting professionals.

Anthony Bonanno is a financial advisor at The Wellington Group LLC with 40 years of industry experience. He has held roles at Guardian Life and PKS Investments prior to joining The Wellington Group. Bonanno is involved with the National Advisors Private Client Group and operates an independent insurance agency providing insurance advice to clients. The Wellington Group LLC offers wealth planning, financial planning, consulting, and portfolio management services to individuals, high-net-worth clients, and small businesses. The firm employs a combination of passive and active management strategies and tailors investment policy statements to each client, utilizing third-party managers and a range of alternative and tax-aware investment approaches.

Julie Faas is a financial advisor at Intrepid Financial Planning Group, LLC in Indianapolis, IN, holding a Series 65 designation with 23 years of industry experience. She has been with Intrepid Financial LLC since 1999. Intrepid Financial Planning Group, LLC provides discretionary, fee-based investment management to individuals, families, business entities, trusts, estates, pension and profit-sharing plans, and charitable trusts, managing approximately $355 million in client assets. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, emphasizing diversification, tax efficiency, and cost control, and offers customized portfolios including mutual funds, ETFs, individual stocks and bonds, and market strategies.

Nicholas Kelly is a financial advisor at Bedel Financial Consulting Inc with six years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, UBS Financial Services, and Ameriprise. Outside of advising, he is a co-owner of Good News Coffee in Indianapolis, where he contributes to general work and bookkeeping. Bedel Financial Consulting provides customized portfolio management and financial planning to individuals, families, trusts, and institutions. The firm employs a range of investment strategies, including the use of derivatives and margin, and manages client accounts on a discretionary, fiduciary basis.

Davis Warner is a financial advisor at Elser Financial Planning, Inc. in Indianapolis, IN, holding a Series 65 credential with one year of industry experience. Prior to joining Elser Financial Planning, he held various roles including positions at Eagle Point Golf Course and Fed Ex. Elser Financial Planning, Inc. is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, and small businesses with personalized financial planning and portfolio management. The firm employs a long-term, Modern Portfolio Theory–based approach using low-cost mutual funds and ETFs, managing over $1.13 billion in discretionary assets with a team of 13 advisors.

Samuel Muse is a CFP® professional with 11 years of industry experience, currently serving at FI3 Financial Advisors, LLC. He holds the Series 65 designation and has been with FI3 Financial Advisors since 2015. Outside of his advisory role, Muse serves as a director on the board of the Presbyterian Foundation and as treasurer and board member for the Penrod Society, where he participates in governance and financial management. FI3 Financial Advisors, LLC operates as a multi-family office, primarily serving high-net-worth individuals and multi-generational families with comprehensive wealth planning, tax and estate coordination, pension consulting, and investment management. The firm combines active and passive portfolio management across public and private asset classes and offers proprietary private investment funds to accredited investors.

Matthew Simpson is a CFP® with 23 years of industry experience, currently serving at FI3 Financial Advisors, LLC since 2016. Based in Indianapolis, IN, he is part of an eight-advisor team. FI3 Financial Advisors primarily serves high-net-worth individuals and multi-generational families as a multi-family office, providing comprehensive wealth planning, tax and estate coordination, pension consulting, and investment management. The firm combines active and passive portfolio management across public and private asset classes and collaborates with trusted professionals to implement family-level financial strategies.

Grant Hofer is a financial advisor at Elser Financial Planning, Inc. in Indianapolis, IN, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Global Atlantic Financial Group and Pensionmark Financial Group. Elser Financial Planning, Inc. is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, and small businesses. The firm provides comprehensive financial planning and portfolio management, emphasizing a long-term, Modern Portfolio Theory–based approach using low-cost mutual funds and ETFs, while managing a mix of discretionary and non-discretionary client assets.

Kyle Kent is a financial advisor at Financial Enhancement Group with Series 63 and Series 66 registrations and four years of industry experience. His work history includes roles at Charles Schwab & Co., Inc., J.D. Gould Co., Inc., and a position at Christ Community Church. Outside of finance, he works as a part-time food delivery driver for DoorDash. Financial Enhancement Group offers discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities through a multi-advisor platform. The firm employs a combination of fundamental and technical analysis with proprietary research models, tactical overlays, sub-advisors for specialized strategies, and AI tools to support its investment approach.

Adam Harter is a financial advisor with Financial Enhancement Group, holding a Series 66 designation and 23 years of industry experience. He has worked at Financial Enhancement Group since 2002 and was previously with World Equity Group, Inc. for 21 years. Outside of his advisory role, he serves on the finance committee and board of Sulphur Springs Country Club in Middletown, IN. 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 utilizes a combination of fundamental and technical analysis, proprietary research models, tactical overlays, and AI tools, while offering specialized strategies through sub-advisors and more complex investment instruments.

Abigayle Presley is a CFP® professional with nine years of experience in financial advising. She has worked at Bedel Financial Consulting, Inc. since 2014. Bedel Financial Consulting provides customized portfolio management and financial planning services to individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm employs a range of investment strategies including fundamental, technical, and quantitative analysis, and manages client accounts on a discretionary basis under a fiduciary standard.

Alexis Taylor is a financial advisor at Financial Enhancement Group with a Series 65 designation and two years of industry experience. Prior to joining the firm, Alexis worked at Ball State University and Wapahani High School. Financial Enhancement Group offers discretionary asset management and financial planning to individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis, proprietary research models, and tactical overlays, along with AI tools and specialized sub-advisors, to provide diversified investment strategies and services.

Jonathan Wendall is a financial advisor with FORUM Private Client Group holding a Series 65 designation and one year of industry experience. His prior work includes roles at FORUM Solutions Group, Forum Credit Union, Walgreens, Indiana Mentor, Lafayette Family YMCA, and Tippecanoe School Corporation. FORUM Private Client Group offers wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts. The firm combines customized financial planning with diverse portfolio construction strategies, employing mutual funds, ETFs, individual securities, and third-party sub-advisers.

Donald Hodson is a financial advisor with Financial Enhancement Group, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He previously worked for World Equity Group, Inc. for 21 years and has been with Financial Enhancement Group since 1997. Outside of his advisory role, Hodson provides income tax preparation and business planning services and is a partner in a commercial real estate rental business. Financial Enhancement Group offers discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm utilizes a combination of fundamental and technical analysis, proprietary research, tactical overlays, sub-advisors, and AI tools to manage diversified portfolios and support its operations.