Anthony Fiorillo is a financial advisor with Asset Management Strategies, Inc. in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Asset Management Strategies since 2005 and concurrently works with the Division of Continuing Studies at IUPUI. Asset Management Strategies, Inc. serves a wide range of clients including individuals, pension plans, trusts, charitable organizations, small businesses, and institutional clients. The firm provides personalized financial planning and investment management with an emphasis on asset allocation using a trend-following approach primarily through passive index funds and ETFs.

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®-certified financial advisor with 19 years of industry experience. She is currently with Monon Wealth Management and has previously worked at Purshe Kaplan Sterling Investments, Wells Fargo Advisors, and FIFTH THIRD SECURITIES. Outside of her advisory role, she is a licensed insurance agent and serves as a notary public in Indiana. Monon Wealth Management is a team of seven advisors managing approximately $547 million for over 500 clients, including individuals, trusts, estates, and employer retirement plans. The firm provides comprehensive wealth management through a combination of investment management, financial planning, and consulting, employing a long-term investment approach with diversified portfolios that include ETFs, mutual funds, stocks, and bonds.

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 66 and Series 65 licenses and previously worked at Oxford Financial Group, Ltd. He is also the Executive Director of Monument Charitable, a donor-advised fund, and 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, financial planning, and coordination with third-party professionals. The firm employs a combination of modern portfolio theory, fundamental and macroeconomic analysis, and both passive and active strategies, offering tailored asset allocations and accommodating client preferences including socially conscious and Biblically Responsible Investing options.

Bradley Cougill is a CFP® with 26 years of industry experience and has been with Deerfield Financial Advisors, Inc. since 2009. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Mr. Cougill manages farming activities through a family LLC located at his residence. Deerfield provides wealth management, investment management, financial planning, and retirement-plan services to individuals, plan sponsors, trusts, and other private clients. The firm employs a diversified, asset-class-focused investment approach with a modified passive management style, utilizing low-cost funds and periodic rebalancing.

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.

Thomas Butler is a CFP® with 42 years of industry experience, currently serving as an advisor at Charter Advisory Corporation since 2010. He also has a long tenure with LPL Financial and has been involved with Butler Insurance Agency, Inc. for over three decades. Outside of advising, he participates in real estate investing activities through partnerships focused on acquiring, rehabbing, and managing residential properties. 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 operates a multi-advisor team structure serving both retail and high-net-worth clients.

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 with Storen Financial in Zionsville, IN, holding Series 65 and Series 63 licenses and five years of industry experience. His career includes positions at LPL Financial, Charles Schwab, and Brass Tax Wealth Management, operating under the Storen Financial brand. Storen Legacy Partners, LLC is a multi-advisor registered investment adviser managing approximately $438 million for individuals, trusts, estates, 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, while actively monitoring and rebalancing portfolios.

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.

Austin Angel is a CFP® professional with six years of industry experience, currently serving as an advisor at Market Street Wealth Management Advisors, LLC since 2018. He previously worked at Indiana State University from 2014 to 2018. Market Street Wealth Management Advisors provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base, including individuals, businesses, foundations, pension plans, and charitable organizations. The firm manages approximately $711 million in assets and operates with a nine-advisor team across ten offices, emphasizing asset-allocation driven portfolios primarily using mutual funds and ETFs.

Kirstyn Simon is a CFP® and Series 63 credentialed advisor with nine years of industry experience. She is currently with FI3 Financial Advisors, LLC and previously worked at JPMorgan Securities LLC and Range Finance, Inc. Outside of her advisory role, she is an owner and partner of Clementine Properties, LLC, a business that manages rental property. FI3 Financial Advisors 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’s investment approach combines active and passive management across public and private asset classes, with an emphasis on private investment vehicles and collaboration with external consultants for customized solutions.

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.