Kyle James is a financial advisor at Modern Wealth Management, LLC with 15 years of industry experience and holds a Series 66 designation. He has worked at Modern Wealth Management since 2023 and previously at Martin James Investment and Tax Management, LLC and World Equity Group. Outside of his advisory role, Kyle serves as Vice President of the board and assistant coach for a youth girls travel softball team through Indy Mavericks, Inc. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension and retirement plans, and charitable organizations. The firm utilizes a centralized portfolio management model with an Investment Committee and offers a broad range of services such as discretionary investment management, tax and estate planning, and ERISA plan services.

Aidan Molinaro is a financial advisor at Sapient Capital LLC with a Series 65 designation and two years of industry experience. Prior to joining Sapient Capital, he held positions at Ducharme McMillen & Associates and CNO Financial Group, and spent four years at Butler University. He also served five years with the Illinois Hockey Officials Association. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, families, trusts, foundations, and pooled investment vehicles. The firm uses a long-term investment approach combining fundamental and technical analysis to build diversified portfolios and acts as a fiduciary under ERISA and IRC standards.

Andrew Parrish is a financial advisor at Ausdal Financial Partners, Inc. in Indianapolis, Indiana, holding a Series 66 license with 23 years of industry experience. He has been with Ausdal Financial Partners since 2012. Outside of his advisory work, Parrish creates outdoor recreation videos focused on backpacking, camping, and outdoor gear, which he shares on YouTube and Rumble. He also serves as treasurer for the Delta Tau Delta Housing Corporation and chairs the board of directors for the Beta Alpha Shelter of Delta Tau Delta Fraternity. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary investment strategies across various asset classes.

Duane Wimer is a financial advisor with United Capital Financial Advisors in Indianapolis, IN, holding a Series 65 designation and 23 years of industry experience. He has been with United Capital Financial Advisors since 2015. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary portfolio management using asset-allocation models, offers portfolio customization including ESG and faith-based preferences, and supports clients with technology and reporting tools.

Bronson Verhines is a CFP®, CFA®, and Series 65-registered financial advisor with 10 years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC and has previously worked at BKD Wealth Advisors. Based in Indianapolis, IN, he has been with the Forvis Mazars team since 2022. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering a range of financial planning, investment management, and consulting services. The firm emphasizes customized asset allocation and integrates active and passive strategies within a comprehensive service model connected to its national accounting and professional services parent company.

Kyle Sanders is an investment advisor representative with Signature Equity Partners, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at John Hancock / SII for 15 years and has been involved with OSAIC since 2018. Sanders also manages investment and insurance business through Legacy Consultants Group and serves as trustee for his children’s trusts. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities, utilizing a multi-team structure and the Vision2020 Wealth Management Platform to offer tailored portfolio management and financial planning solutions.

Nathanial Winklepleck is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with Donaldson Capital Management LLC since 2012. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to create income- and growth-oriented portfolios, serving a diverse client base that includes retirement-plan fiduciaries and institutional entities.

Amy Frizzell is a CFP® professional at Forvis Mazars Wealth Advisors, LLC with 18 years of experience in the financial industry. She previously worked at BKD Wealth Advisors, LLC for 14 years and joined Forvis Mazars Wealth Advisors in 2022. Amy serves as Chair of the Finance and Strategic Planning Committee for the Heroes Foundation in Indianapolis, overseeing its investment portfolio and budget. Forvis Mazars Wealth Advisors provides financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofit organizations. The firm emphasizes customized asset allocation and combines active and passive strategies within an integrated service model connected to a national accounting and professional services firm.

Holly Hynes is a financial advisor at Elevation Point Wealth Partners, LLC with eight years of industry experience. She holds Series 65 and Series 63 designations and has worked at firms including Merrill, Bank of America, and Mack Financial Group. Elevation Point Wealth Partners provides investment advisory services to individuals, retirement plans, trusts, and other institutional clients. The firm employs a combination of strategic and tactical asset allocation through model portfolios and managed accounts, offering a range of solutions including alternatives and technology-enabled services for held-away accounts.

Lindsey Weber is a CFP® and holds a Series 65 license, with 11 years of experience in the financial services industry. She has worked at Focus Partners Wealth, LLC since 2025 and previously held roles at The Colony Group, LLC and Buckingham Asset Management. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Michael Longley is a Series 66-licensed financial advisor with Sanctuary Advisors, LLC in Indianapolis, IN, bringing 17 years of industry experience. He previously worked at Merrill and Credit Suisse Securities. Longley serves on the boards of Six Degrees Wealth and G Squared Private Wealth, both partner firms affiliated with Sanctuary Advisors, where his duties include voting on major financial decisions and acquisitions. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports independent advisers through a range of portfolio management options, fiduciary services, and a platform that includes various analytical approaches and affiliations with multiple asset management firms.

Christopher Smail is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Gwfs Equities, Inc. since 2016. Outside of his advisory role, he has been a freelance musician for over 25 years, performing and recording as a singer and guitarist. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders, delivering services through an integrated platform aligned with Empower’s recordkeeping and administrative systems.

Jennifer Lane is a financial advisor with Eagle Strategies (NY Life) based in Indianapolis, IN, holding a Series 66 designation and 12 years of industry experience. She has been with Eagle Strategies since 2018 and has prior experience at NYLIFE Securities LLC and New York Life Insurance Company dating back to 2008. Outside of her advisory work, she volunteers at Westfield Sheds, assisting customers with product information and purchase decisions. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services primarily through non-discretionary asset management and tailored recommendations aligned with client objectives and plan sponsor criteria.

Andrew Collins is a CFP® with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC, The Leaders Group, Inc., and Capitas Financial, Inc. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and corporate and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Cole Mc Carter is a financial advisor with Focus Partners Wealth, LLC in Indianapolis, IN. He holds a Series 65 credential and has two years of industry experience. His prior roles include positions at Spectrum Wealth Management and Aviation Tax Consultants, as well as a full-time student period lasting nine years. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Paul Taylor is a financial advisor with Key Investment Services LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Key Investment Services LLC in 2025, he worked at PNC Investments from 2021 to 2025 and has experience in construction and sales roles. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and utilizes a multi-provider platform model, integrating services from KeyCorp affiliates and third-party managers.

Samuel Katuzienski is a CFP® professional with five years of industry experience, currently with Focus Partners Wealth, LLC. His prior roles include positions at Buckingham Strategic Wealth, Northwestern Mutual Investment Services, Charles Schwab, and Fifth Third Bank. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and corporate and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm utilizes a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, private funds, and third-party managers within an enhanced open architecture framework.

Sean Grannan is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials and 10 years of industry experience. He previously worked at Centennial Group for six years and has been with Principal Securities and Principal Life Insurance since 2016. Outside of his advisory role, he is president of Grannan Wealth Management LLC, an entity established for tax purposes. Principal Securities offers brokerage and registered investment advisory services to a diverse clientele including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel overseas. The firm provides financial planning, retirement consulting, and access to third-party money manager programs through both advisory and referral arrangements.

James Leach is a CFA® charterholder and holds a Series 65 license, with 11 years of industry experience. He has worked at Corient since 2023, following roles at Windsor Wealth Management and Invesco. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers, using risk management tools and alternative investments where appropriate.

Jonathan Cracraft is a financial advisor at C.H. Douglas & Gray Wealth Management in Indianapolis, IN, with 13 years of industry experience. He holds the Series 66 designation and has been with the firm since 2014. Outside of advising, he is noted as a father since 2026. C.H. Douglas & Gray Wealth Management provides asset management, comprehensive financial planning, and estate-planning services to individuals, households, trusts, corporations, and retirement plans. The firm manages approximately $187.2 million in assets, emphasizing long-term, diversified portfolios aligned with client risk tolerance and employing equity index funds and ETFs as core holdings.