Holly Wharton is a CFP® professional with 10 years of industry experience, currently serving at NorthWest Financial Services Inc. She worked at the firm from 2007 to 2017 before a seven-year period as a homemaker, returning to NorthWest Financial Services in 2024. NorthWest Financial Services primarily serves individual investors and offers financial planning alongside discretionary portfolio management. The firm employs a two-tiered investment approach combining conservative near-term liquidity with longer-term value-oriented mutual fund allocations, managing all assets on a discretionary basis.

David Yearwood is a financial advisor with Charter Advisory Corporation in Indianapolis, IN, holding a Series 63 credential and over 40 years of industry experience. He has been with Charter Advisory Corporation since 1987 and has also worked at LPL Financial since 2009. Outside of advisory services, he is involved in the publishing industry through Michael Stafford Publishing, LLC, which invests in the launch and marketing of political fiction novels. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $333 million in client assets and utilizes a combination of fundamental and technical analysis alongside model- and manager-based solutions through LPL-sponsored programs.

Tiffany Spudich is a financial advisor with Capital Cities Investments, holding a Series 65 designation and 21 years of industry experience. She has worked at Capital Cities, LLC and Capital Cities Investments, Inc. since 2004. Capital Cities Investments serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employee benefit plans, providing discretionary portfolio management, modular financial planning, and pension consulting. The firm’s investment approach combines asset-allocation modeling with active and passive manager implementation, utilizing mutual funds, ETFs, and third-party platforms for portfolio management and rebalancing.

Steven Smith is a financial advisor at Wealth Advisory Solutions, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he co-owns a business that buys and sells historic cars. Wealth Advisory Solutions, LLC offers financial planning, investment consulting, and asset management services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm uses an individualized process to develop written financial plans and Investment Policy Statements, implementing strategies through a mix of fundamental and technical analysis with both discretionary and non-discretionary account management.

Park Leacock is a financial advisor at Monument Advisers with four years of industry experience. He holds a Series 65 designation and previously worked at Teeple Wealth Management, Belle Tire, and State Farm. Outside of advising, he is the founder and president of Imperium Coffee House LLC, a café in Brownsburg, Indiana, and also leads Smith & Leacock, LLC, a holding company related to a coffee patent. Monument Advisers is a fee-only investment management and financial planning firm serving individuals, high-net-worth clients, charitable organizations, pooled vehicles, and corporate clients. The firm uses asset-allocation principles and modern portfolio theory to construct portfolios with a mix of passive and active funds, offering both discretionary and non-discretionary management along with values-based investing options.

Kevin Zeyen is a financial advisor at The Wellington Grp LLC in Indianapolis, IN, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with MML Investor Services, MassMutual Life Insurance Company, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of his advisory role, he owns KS Business Consulting LLC, where he provides consulting services on various business topics. The Wellington Group offers wealth planning, consulting, and investment management services to individuals, high-net-worth clients, and small business entities. The firm employs a combination of active and passive strategies across diverse asset classes and may allocate to private equity, private funds, and third-party managers.

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, Indiana, holding Series 63 and Series 66 licenses and 20 years of industry experience. His prior roles include positions at Axxcess Wealth Management, Wells Fargo Clearing, and Wells Fargo Advisors. He serves as president of the Economic Development Committee for the Town of Fishers, reviewing commercial and industrial proposals to assess their viability. Williamson Legacy Group provides personalized financial planning and investment advisory services to individuals, families, trusts, and qualified retirement plans. The firm employs a client-specific financial planning process combined with fundamental and technical analysis to create tailored portfolio strategies, managing approximately $183 million in discretionary assets for over 340 clients through a team of five advisors.

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.

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.

Michael Manion is a financial advisor with Woodley Farra in Indianapolis, Indiana, holding 42 years of industry experience. He has been with Woodley Farra Portfolio Management Inc. since 1999 and has also operated M.W. Manion Investment Counsel since 1997. Woodley Farra provides discretionary and non-discretionary investment management to individuals, including high net worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and institutional mandates. The firm employs a four-pronged investment analysis and emphasizes equity portfolios of larger-capitalization companies alongside fixed income and preferred securities for income.

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.

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, holding a Series 66 designation and 11 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, WELLS FARGO Advisors, LLC, and Axxcess Wealth Management, LLC. He is also licensed as an insurance agent for life insurance products through Market Share Financial. Williamson Legacy Group provides personalized financial planning and both discretionary and non-discretionary investment advisory services to individuals, families, family offices, trusts, and qualified retirement plans. The firm combines fundamental and technical analysis to develop tailored long-term portfolio strategies and serves clients from multiple offices with a team of five advisors.

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 at Williamson Legacy Group, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors LLC and Axxcess Wealth Management, LLC. In addition to her advisory role, she serves as the chapter treasurer of the charitable organization Tri Kappa. Williamson Legacy Group provides personalized financial planning and investment advisory services to individuals, families, trusts, and qualified retirement plans. The firm employs a team-based approach and combines fundamental and technical analysis to tailor portfolios to client objectives, managing approximately $183 million in discretionary assets.

Kathryn Lester is a Series 66-licensed financial advisor at Vandalia Wealth with 27 years of industry experience. Her prior roles include positions at Robert Baird & Co. and Jjb Hillisrd Wl Lyons LLC. Outside of her advisory work, she serves on finance and investment committees for religious organizations and participates in local nonprofit and condominium boards. Vandalia Wealth provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm utilizes a mix of low-cost mutual funds, ETFs, individual securities, and alternative investments within primarily model-based portfolios and maintains a fiduciary standard in its investment approach.