John Hutchens is a financial advisor with Monon Wealth Management in Carmel, Indiana, holding a CFP® designation and Series 63 and 65 licenses. He has 24 years of industry experience, including roles at Purshe Kaplan Sterling Investments and Wells Fargo Advisors Financial Network. Hutchens is also a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. Monon Wealth Management offers wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a risk-tolerance questionnaire to map clients to model portfolios and employs a combination of fundamental, technical, and charting analysis in its investment approach.

John Hillman is a financial advisor at Strive Financial Group, LLC in Carmel, IN, holding a Series 65 designation with one year of industry experience. Prior to joining the firm, he was a full-time student for ten years. Outside of advisory services, he is also licensed as an insurance agent. Strive Financial Group, LLC, founded in 2024, provides discretionary asset management, financial planning, and ERISA retirement-plan services to individual, high-net-worth clients, and qualified retirement plans. The firm employs a combination of quantitative and qualitative analysis across various investment strategies and conducts regular portfolio reviews including rebalancing and tax-loss harvesting.

Bruce Hubbell is a financial advisor with LJI Wealth Management, LLC in Indianapolis, IN, holding a Series 65 designation and 24 years of industry experience. He has been with LJI Wealth Management since 2015. LJI Wealth Management serves individuals, charitable organizations, corporations, and retirement plans, offering wealth management that integrates investment management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies tailored to clients’ objectives and risk profiles, utilizing fundamental, quantitative, and technical analysis.

Matthew Bates is a CFP® and holds a Series 66 license with 18 years of industry experience. He is currently with Four Quadrant Wealth Advisors, Inc. and has prior experience at PFS Investments Inc., Primerica Financial Services, Advised Assets Group, LLC, and Gwfs Equities, Inc. He was also involved with Link to Learn Behavior Therapy from 2022 to 2024. Four Quadrant Wealth Advisors serves individual and high-net-worth clients as well as professional partnerships, corporations, and medical and dental practices. The firm provides personalized financial planning and discretionary portfolio management, tailoring advice to client objectives and risk tolerance using various analytical methods and a diversified range of investment instruments.

Tyler Needler is a financial advisor at Wealth Advisory Solutions, LLC with 17 years of industry experience. He holds the Series 66 designation and has been with Wealth Advisory Solutions since 2017, previously working at Canterbury Investment Management from 2016 to 2019. Wealth Advisory Solutions, LLC provides financial planning, investment consulting, and asset management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a tailored approach that includes written financial plans and Investment Policy Statements, implementing strategies through strategic and tactical asset allocation with a blend of fundamental and technical analysis.

Douglas Oneill is a financial advisor with Market Street Wealth Management Advisors, LLC in Indianapolis, IN. He holds Series 65 and Series 66 licenses and has 13 years of industry experience. His prior experience includes nine years and four years at Raymond James & Associates, before joining Market Street Wealth Management Advisors in 2021. Market Street Wealth Management Advisors serves individual and institutional clients, including high-net-worth households, retirement plans, foundations, and charitable organizations. The firm focuses on customized portfolio construction and ongoing asset-allocation oversight, using mutual funds, ETFs, Vanguard Personalized Indexing, and select independent managers.

Donna Dickinson is a financial advisor with Indie Asset Partners, LLC in Indianapolis, IN, holding a Series 65 designation and 11 years of industry experience. She has been with Indie Asset Partners since 2010. Outside of her advisory role, she is a member of Northside Vapor, LLC, a retail business specializing in electronic cigarettes and accessories. Indie Asset Partners provides financial planning, portfolio management, multi-family office, and retirement plan advisory services to individuals, high-net-worth clients, retirement plan fiduciaries, and private investment funds. The firm manages portfolios using a variety of instruments and offers access to alternative investments and multiple affiliated private funds, supported by a cross-disciplinary affiliation with a law firm.

Tabitha Williams is a financial advisor at Reify Wealth Advisors, Inc. in Indianapolis, IN, with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Worley Erhart-Graves Financial Advisors, Inc., The Just Company, and Triad Advisors, Inc. prior to joining Reify Wealth Advisors. Reify Wealth Advisors manages approximately $445 million in client assets, providing investment management, financial planning, tax preparation, and administrative services to individuals, high-net-worth clients, trusts, estates, and corporate entities. The firm follows a buy-and-hold investment approach with non-discretionary account management, requiring client approval for portfolio changes and proxy voting.

Chase Mitchell is a Series 65 licensed financial advisor with Intrepid Financial Planning Group, LLC in Carmel, Indiana. He has one year of experience in the financial industry. Prior to joining Intrepid, he held various roles in retail and education sectors, including positions at Costco Wholesale and Ivy Tech State College, and was involved with Hickeys Shaved Ice. Intrepid Financial Planning Group, LLC provides discretionary, fee-based investment management to a diverse client base including individuals, families, trusts, and pension plans. The firm emphasizes strategic asset allocation and diversification while managing approximately $355 million in client assets through customized portfolios.

Eve Smith is a financial advisor with Wealth Advisory Solutions, LLC in Zionsville, IN, holding a Series 65 designation and two years of experience. Her prior work includes roles at The Monument Circle Group, Milliman-Indianapolis Health, WTW, and multiple positions at Purdue University. Wealth Advisory Solutions, LLC offers financial planning, investment consulting, and asset management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a detailed fact-finding process to create customized financial plans and implements investment strategies through a combination of strategic and tactical asset allocation.

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® professional with 19 years of industry experience, currently serving at Monon Wealth Management. Her prior roles include positions at Purshe Kaplan Sterling Investments, Hutchens & Kramer Investment Management Group, and Wells Fargo Advisors Financial Network. She is also a licensed insurance agent and an Indiana notary public, providing insurance services and notary services to clients. Monon Wealth Management offers wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a risk-tolerance questionnaire to map clients to model portfolios, combining fundamental, technical, and charting analysis with internal due diligence and oversight of unaffiliated independent managers.

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.

Jeffrey Cheesman is a financial advisor with Capital Cities Investments in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Capital Cities Investments since 2012 and is also involved with Westwood Capital Partners and its related wine business. Additionally, he serves as a director member of the advisory board for the Northeast region of Old National Bank. Capital Cities Investments serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employee benefit plans with discretionary portfolio management, modular financial planning, and pension consulting. The firm emphasizes asset-allocation modeling combined with active and passive manager implementation, employing mutual funds, ETFs, and third-party platforms for portfolio management and rebalancing.

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.

William Mauger is a financial advisor at Capital Cities Investments with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capital Cities in various roles since 1995, including a six-year tenure at Limestone Capital Preservation Fund and Limestone Capital Advisers. Capital Cities Investments serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm provides portfolio management, financial planning, and pension consulting, using a combination of active and passive strategies with disciplined rebalancing and customized investment recommendations.

Robert Curry is a CFP® and holds a Series 65 designation with 20 years of industry experience. He has been affiliated with ARGI Investment Services since 2012. He is based in Indianapolis, IN and is part of the five-advisor team at Curry Webb Wealth Management LLC. Curry Webb Wealth Management provides customized financial planning and discretionary investment management primarily to individual investors and trusts. The firm emphasizes diversified asset allocation using mutual funds and ETFs, with an Investment Committee that meets biweekly to review positions and ideas.