Julie Thompson is a financial advisor with Charter Advisory Corporation in Indianapolis, IN. She holds a Series 63 designation and has 34 years of industry experience. Julie has worked at LPL Financial LLC since 2009 and has been with Charter Advisory Corporation since 1984. She is also a notary public. 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 serves retail and high-net-worth clients through a multi-advisor team, offering portfolio management using fundamental and technical analysis, rebalancing, ongoing reviews, and financial planning.

Donald Phelan is a financial advisor with Williamson Legacy Group, LLC in Carmel, IN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His previous roles include positions at Wells Fargo Clearing, Axxcess Wealth Management, and A. G. Edwards & Sons. He serves as president of the Economic Development Committee for the Town of Fishers, IN. Williamson Legacy Group provides personalized financial planning and investment advisory services to individuals, families, trusts, and qualified retirement plans. The firm combines fundamental and technical analysis with client-specific financial plans to tailor portfolio strategies, managing over $183 million in discretionary assets.

Jason Armbrust is a CFP® professional with 10 years of experience in the financial advisory industry. He is currently with Avalon Wealth Advisory, Inc., where he has worked since 2021, and previously spent five years at Oxford Financial Group, Ltd. Located in Indianapolis, IN, he holds the Series 66 license in addition to his CFP® designation. Avalon Wealth Advisory, Inc. provides personalized financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans, focusing on high-net-worth clients. The firm employs a consultative approach, emphasizing traditional strategies, manager selection, and client-directed decisions without discretionary trading authority.

Tyler Wyss is a financial advisor at Golden Reserve Retirement, LLC with four years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Howard Bailey Financial, Charles Schwab & Co., Inc., Westpoint Financial Group, Cunningham Agency, and Walls Down Ministry. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, emphasizing long-term trading, diversification, and the use of passive, low-cost investments. The firm integrates affiliated estate planning and tax services within a negotiated fixed annual fee structure.

Layton John is a financial advisor at LJI Wealth Management, LLC with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with LJI Wealth Management since 2007. Outside of his advisory role, he owns and manages a restaurant and bar called The Dugout. LJI Wealth Management serves individuals, charitable organizations, corporations, and retirement plans by providing wealth management that includes investment management, comprehensive financial planning, and retirement plan consulting. The firm employs a range of investment strategies tailored to client objectives and manages accounts on both discretionary and non-discretionary bases.

Andrew Renz is a CFA® charterholder with three years of experience advising clients at Invst, LLC in Indianapolis, IN. Prior to joining Invst, he worked at Indiana University Health and RSM US LLP. Invst, LLC provides financial planning, consulting, investment management, and retirement plan consulting to individual and institutional clients. The firm uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and manages approximately $1.565 billion in assets for over 2,100 clients.

Michael Manion is a financial advisor at Woodley Farra in Indianapolis, IN, with 42 years of industry experience. He has been with Woodley Farra Portfolio Management since 1999 and previously operated M.W. Manion Investment Counsel from 1997 to 2006. Woodley Farra provides discretionary and non-discretionary investment management to a diverse client base, including individuals, pension plans, trusts, charitable organizations, corporations, and institutions. The firm focuses on equity portfolios of larger-capitalization companies and employs a four-pronged investment analysis, with quarterly reviews and reporting.

Jack Kowal is a CFP® with 27 years of industry experience and has been with Quantum Financial Services Inc. in Indianapolis, IN since 1994. He holds a Series 63 license and works as part of a two-advisor team at the firm. Quantum Financial Services serves individual and high-net-worth clients as well as institutional entities including corporate pension plans, trusts, estates, and charitable organizations. The firm provides portfolio management, investment consulting, financial planning, and estate planning, using a combination of fundamental and quantitative analysis alongside third-party research.

Stephanie Ashley is a financial advisor with Elevated Financial Group in Indianapolis, holding Series 63 and Series 66 designations and nine years of industry experience. Her prior roles include positions at Invst, LLC, Beacon Pointe Advisors, Commonwealth Financial Network, and Charles Schwab. In addition to her advisory work, she is active as an insurance agent with various carriers. Elevated Financial Group serves individual and high-net-worth households as well as retirement plan sponsors, offering discretionary portfolio management, financial planning, retirement plan advisory, and consulting services. The firm utilizes a combination of fundamental, quantitative, and technical analysis within a buy-and-hold framework and incorporates technology, including AI-enabled systems, to support portfolio oversight.

Elizabeth Ritz is a financial advisor at Gimbal Financial, LLC in Carmel, Indiana, with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Thurston Springer Financial since 2021 and previously at Bristal Lane Group. Prior to her financial services career, she spent 16 years at College Park Church. Gimbal Financial serves individuals, trusts, estates, small businesses, and retirement plans, offering discretionary asset management through a wrap-fee program, retirement plan consulting, and variable annuity consulting. The firm uses diversified investment allocations tailored to client objectives and conducts regular account reviews considering economic conditions and market volatility.

Terence Weiss is a financial advisor at Wallington Asset Management with 24 years of industry experience. He has been with Wallington Asset Management since 2007 and holds a Series 63 designation. Wallington Asset Management is an SEC-registered, team-based investment adviser managing over $1.3 billion in discretionary assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a multi-factor approach to equity selection and integrates macroeconomic analysis for fixed-income portfolios, offering tailored strategies across its Asset Management and Capital Advisory Programs.

Donald Woodley is a CFA® charterholder based in Indianapolis, Indiana, with 42 years of experience in the financial industry. He has been with Woodley Farra Portfolio Management Inc. since 1995. Woodley Farra provides discretionary and non-discretionary investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and institutional clients. The firm emphasizes equity portfolios of larger-capitalization companies and employs a four-pronged investment analysis approach, managing approximately $2.32 billion in assets for about 1,591 clients.

Benjamin Hecht is a financial advisor with Williamson Legacy Group, LLC in Carmel, Indiana. He holds a Series 66 designation and has 11 years of industry experience. Prior to joining Williamson Legacy Group in 2022, Hecht worked at Axxcess Wealth Management and Wells Fargo Clearing. He is also licensed as an insurance agent and sells life insurance products on a commission basis. Williamson Legacy Group provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a client-specific financial planning process combined with both fundamental and technical analysis to develop long-term portfolio strategies, managing approximately $183 million in discretionary assets for roughly 343 clients.

Kathleen Hudock is a financial advisor at Pekin Hardy Strauss, Inc. in Carmel, IN, holding Series 65 and Series 66 licenses with nine years at Pekin Hardy Strauss and one year of prior experience at TD Ameritrade. Pekin Hardy Strauss, Inc. provides investment management, financial planning, and retirement plan services to individuals, pension plans, charitable organizations, and corporations. The firm employs a fundamental analysis approach with consideration of ESG factors, utilizing a range of instruments and strategies—including derivatives and pooled investment vehicles—to tailor portfolios to client objectives and risk tolerances.

Sarah Sepulveda is a CFP® and Series 65-licensed financial advisor with five years of industry experience. She is currently with An Exceptional Life Financial, LLC, where she has worked since 2023. Prior to that, she was with The H Group, Inc. from 2018 to 2023 and was involved with the Boys & Girls Club of Salem, Marion and Polk Counties from 2016 to 2018. An Exceptional Life Financial serves individuals, families, high-net-worth clients, small businesses, and educational institutions by providing financial planning, investment management, tax preparation, and employee benefit plan consulting. The firm manages approximately $259 million in assets, using a blend of passive and active investment strategies tailored to each client, along with ongoing portfolio supervision and advice on held-away accounts.

Kimberly Bright is a financial advisor at Woodley Farra with 16 years of industry experience. She holds a Series 65 designation and has been with Woodley Farra since 2009. Outside of her advisory role, she performs temporary administrative data entry work unrelated to investments. Woodley Farra provides investment management services to individuals, institutions, and charitable organizations, focusing on equity portfolios of larger-capitalization companies alongside fixed income and preferred securities. The firm employs a four-pronged investment analysis and manages approximately $2.32 billion in assets across 1,591 clients.

Jeanette Mccormick is a financial advisor with Williamson Legacy Group, LLC in Carmel, IN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Axxcess Wealth Management. She serves as chapter treasurer for the charitable organization Tri Kappa. Williamson Legacy Group offers personalized financial planning and investment advisory services to individuals, families, trusts, estates, and qualified retirement plans. The firm employs both fundamental and technical analysis to develop customized portfolio strategies and manages approximately $183 million in discretionary assets across a team of five advisors.

Sina Nowak is a financial advisor at Charter Advisory Corporation with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charter Advisory Corporation since 2016. Prior to that, he was associated with LPL Financial LLC from 2015. Outside of advising, Nowak is a licensed real estate sales associate and has involvement with a lawn service company. Charter Advisory Corporation provides 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 serves retail and high-net-worth clients through a multi-advisor team, using a combination of fundamental and technical analysis, model portfolios, and discretionary trading authority.

Brady Johnson is a financial advisor at Curry Webb Wealth Management LLC in Indianapolis, holding a Series 65 credential with one year of industry experience. Prior to joining the firm in 2025, he was a student from 2008 to 2025. Curry Webb Wealth Management provides customized financial planning and discretionary investment management primarily to individual investors and trusts. The firm uses a diversified asset allocation approach focused on mutual funds and ETFs, supported by regular investment committee reviews and integrates financial planning into its advisory services without separate fees.

Thomas Adamczyk is a financial advisor with Intrepid Financial Planning Group, LLC in Carmel, IN, holding a Series 63 designation and 25 years of industry experience. He has worked at Intrepid Financial Planning since 2000 and concurrently operates Adamczyk & France CPA, P.C. since 1987. Intrepid Financial Planning Group provides discretionary, fee-based investment management to a diverse client base including individuals, families, trusts, and pension plans. The firm employs a strategic asset allocation approach incorporating Modern Portfolio Theory principles, emphasizing diversification, tax efficiency, and cost control, while managing about $355 million in client assets.