Susan Elser is a CFP®-certified financial advisor with 21 years of industry experience. She has worked at Elser Financial Planning, Inc. since 2007 and previously spent two years at Charles A. Liles & Associates, Inc. She is based in Indianapolis, IN. Elser Financial Planning, Inc. is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, and small businesses. The firm provides comprehensive financial planning and ongoing portfolio management, emphasizing long-term, Modern Portfolio Theory–based asset allocation using low-cost mutual funds and ETFs.

Grant Meadows is a Series 65-licensed financial advisor with Financial Enhancement Group, where he has worked since 2025. He has prior experience at OneAmerica Financial and held positions at Indiana Wesleyan University and Northwestern Mutual. Financial Enhancement Group provides discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis, proprietary research models, and tactical overlays, while also integrating AI tools and utilizing sub-advisors for specialized strategies.

Balint Gal is an advisor at Dominion Portfolio Management, Inc. holding a Series 66 designation. He has less than one year of experience in the financial industry with prior roles in various companies including Beyond Finance and Dish Network. Dominion Portfolio Management, Inc. provides fee-based portfolio management services to individuals, high-net-worth clients, and businesses, offering discretionary and non-discretionary account management primarily through individual securities, ETFs, and mutual funds. The firm employs a combination of fundamental, technical, charting, and economic analysis to tailor investment advice according to clients’ goals, time horizons, and risk tolerance.

Nikki Wheeler is a financial advisor with Intrepid Financial Planning Group, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been affiliated with Intrepid Financial Planning since 1999 and the Morris Group since 2004. In addition to her advisory role, she is president and sole shareholder of Nikki Wheeler CPA, P.C., a CPA firm specializing in tax return preparation. 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 employs a strategic asset allocation approach incorporating Modern Portfolio Theory principles, focusing on diversification, tax efficiency, and cost control, and offers customized portfolios managed on a discretionary basis.

Samuel Neff is a CFP® and holds a Series 66 license with seven years of industry experience. He currently serves as a financial advisor at Financial Enhancement Group, where he has worked since 2023. Prior to this, he held roles at Four Quadrant Wealth Advisors, Inc., Equitable Advisors, Axa Advisors LLC, and ALDI Inc. Financial Enhancement Group provides discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis, proprietary research models, tactical overlays, and AI tools to manage diversified portfolios and offers access to complex investment instruments alongside more traditional strategies.

Bryce Luedtke is a financial advisor at Wallington Asset Management with a Series 65 credential and one year of industry experience. Prior to joining Wallington, he held roles at Merchants Capital, U.S. Bank, VIA Credit Union, Indiana Wesleyan University, and Mississinewa High School. Wallington Asset Management is a team-based SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages over $1.3 billion in discretionary assets and employs a multi-factor framework for equity selection along with targeted fixed-income strategies, offering tailored portfolio management and financial planning services through both Asset Management and Capital Advisory programs.

Grant Soliven is a financial advisor with Financial Enhancement Group, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at World Equity Group and MassMutual Life Insurance Company. He also engages in insurance sales as a licensed agent for life, accident, health, and variable life and annuity products. Financial Enhancement Group provides discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis with proprietary research models and tactical overlays, supported by AI tools and specialized sub-advisors, to deliver a diverse range of investment strategies.

Ivan Hoffman is a CFP® and Series 65 credentialed financial advisor with 22 years of industry experience. He has been with FI3 Financial Advisors, LLC since 2013. Hoffman serves on the investment committee of the Lawrence Township School Foundation and is a member of the Joint Investment Board for the Central Indiana Community Foundation. FI3 Financial Advisors primarily serves high-net-worth individuals and multi-generational families as a multi-family office, offering comprehensive wealth planning, tax and estate coordination, pension consulting, and investment management. The firm combines active and passive portfolio management with integrated financial planning across a broad range of public and private asset classes, including proprietary private funds with carried-interest arrangements.

James Wenglikowski III is a CFP® certified financial advisor with three years of industry experience, currently serving at Elser Financial Planning, Inc. in Indianapolis, IN. He has been with Elser Financial Planning since 2021. Elser Financial Planning, Inc. is a fee-only advisory firm that provides personalized financial planning and portfolio management to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes long-term, Modern Portfolio Theory–based strategic asset allocation using low-cost mutual funds and ETFs, managing over $1.13 billion in discretionary assets with a team of 13 advisors.

William Wendling is a CFA® charterholder with 26 years of industry experience. He has been with Bedel Financial Consulting, Inc. since 1996. Bedel Financial Consulting provides customized portfolio management and financial planning to private individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm is a fee-only registered investment adviser that manages client accounts primarily on a discretionary basis and follows a fiduciary standard for retirement accounts.

James Nickens Jr. is a financial advisor at MSH Capital Advisors LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Swan Financial Group, M. S. Howells & Co., and Navian Capital Securities. MSH Capital Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm offers portfolio management, retirement plan consulting, securities-based lending, and tailored financial planning through a network of independent Investment Advisor Representatives.

Daryl Arnett is a financial advisor with Dominion Portfolio Management, Inc. and holds a Series 66 designation, bringing 24 years of industry experience. He has worked with several firms including Dynasty Financial Group, LLC and IFS Advisory, LLC. Outside of his advisory role, he is a co-owner of Taist, Inc., where he serves primarily as a lender for the development of an application. Dominion Portfolio Management, Inc. provides fee-based portfolio management to individuals, high-net-worth clients, and businesses, using a combination of fundamental, technical, charting, and economic analysis with a focus on long-term trading and periodic rebalancing. The firm offers both discretionary and non-discretionary services with ongoing account monitoring and supports household account aggregation and third-party money managers.

Leonard Neisler is a financial advisor at The Wellington Group LLC with 56 years of industry experience. He holds a Series 63 designation and has worked previously at Creative Financial Designs, MML Investors Services, Inc., Massachusetts Mutual Life Insurance Company, and The Financial Group, Inc. Outside of his advisory role, Neisler serves as President of the Snow Drifters of Hamilton County and is Secretary/Treasurer of the American Council of Snowmobile Associations. The Wellington Group provides wealth planning, financial planning, consulting, and portfolio management services to individuals, high-net-worth clients, and small businesses. The firm employs a team structure and combines passive and active management with client-specific investment policy statements and continuous monitoring.

Daren Hardesty is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Financial Enhancement Group LLC since 2020 and previously spent six years at Charles A Beard MSC. Financial Enhancement Group provides discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm employs a combination of fundamental and technical analysis, proprietary research models, and tactical overlays, and integrates AI tools to support its investment process and client communications.

David Cropper is a financial advisor at Intrepid Financial Planning Group, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Intrepid since 2002. Cropper is also a partner at Brinkerhoff, Cropper & Associates, P.C., a CPA firm. Intrepid Financial Planning Group provides discretionary investment management to individuals, families, business entities, trusts, pension and profit-sharing plans, and charitable trusts. The firm employs a Modern Portfolio Theory-based investment approach, offering customized portfolios and advisory services that emphasize strategic asset allocation, diversification, and tax-conscious construction.

Eric Harley is a financial advisor at Sowell Management with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Purshe Kaplan Sterling Investments, Inc., International Assets Advisory, LLC, and CONCERT Wealth Management, Inc. Outside of his advisory role, he serves on the board of directors for the Morse Waterways Association, a nonprofit focused on the water quality of Morse Lake. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs through discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers a range of solutions including model portfolios, sub-advisory relationships, third-party manager selection, and unified managed accounts.

Geoffrey Thomas is a financial advisor with Invst, LLC in Indianapolis, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior work includes roles at Woodbury Financial Services, Skyway Capital Markets, and SC Distributors. Outside of advising, he hosts the podcast *Financial Views with Local Brews* and serves as Board Treasurer for the Indiana Diaper Bank. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets and combines fundamental, technical, and cyclical analysis to construct diversified portfolios.

Sara Murans is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, with eight years of industry experience. She holds the Series 63 and Series 65 licenses and has been with Thurston Springer Financial since 2017. Outside of her advisory work, she is a 50% partner in RCR Development 238, LLC. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, employing a range of investment strategies from buy-and-hold to more active tactical models.

Aaron Eberhart is a financial advisor at IPI Wealth Management, Inc. with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Blackbaud, Inc. and Blackbaud Europe. Outside of his advisory role, he serves as president of the Root of Academy board and leads Eberhart Clan Farms, LLC. IPI Wealth Management provides investment management, financial planning, and access to third-party asset managers for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in client assets and offers a range of proprietary, risk-based model portfolios managed on a discretionary basis with an emphasis on strategic asset allocation and active manager oversight.

Kevin Cassidy is a financial advisor at Larson Financial Group, LLC in Indianapolis, IN, with 16 years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at Charles Schwab for nine years prior to joining Larson Financial Group in 2025. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs employing both strategic and tactical approaches, supported by AI-assisted research tools alongside human review.