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.

Kathleen Hudock is a financial advisor at Pekin Hardy Strauss, Inc. with nine years of industry experience. She holds Series 65 and Series 66 credentials. Her prior work includes roles at TD Ameritrade and Woodforest National Bank. Pekin Hardy Strauss, Inc. provides investment management, financial planning, and retirement plan services to individuals, pension and retirement plans, charitable organizations, and corporations. The firm employs a fundamental analysis-based investment approach incorporating ESG factors, utilizing a range of instruments and strategies to tailor portfolios according to clients’ 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 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.

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, IN. He holds a Series 65 designation and has been with the firm since 2025. Prior to his advisory role, he was a student for 17 years. 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 integrated financial planning and regular Investment Committee oversight.

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.

Philip Byers Jr. is a financial advisor with Gimbal Financial, LLC in Carmel, Indiana, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been associated with Raymond James Financial and related entities since 2009 and is the owner of Phil Byers, LLC, a support company. Gimbal Financial serves individuals, trusts, estates, small businesses, and retirement plans, offering discretionary asset management, retirement plan consulting, and variable annuity consulting. The firm sponsors its own wrap-fee program and manages diversified investment portfolios tailored to client objectives.

Michael Werner is a CFP®-certified financial advisor with 26 years of industry experience. He has been with Meridian Investment Advisors, Inc. since 2018 and previously worked at JPMorgan Securities LLC from 2016 to 2018. Based in Indianapolis, IN, Werner holds Series 63 and Series 66 licenses as well. Meridian Investment Advisors serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive asset management, financial planning, pension consulting, and in-house tax-related services, operating with a portfolio approach grounded in modern portfolio theory and emphasizing risk alignment and specialist management.

Nicholas Prokai is a financial advisor at The Wellington Grp LLC with a Series 66 designation and three years of industry experience. His prior roles include positions at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he sells various insurance products independently. The Wellington Group provides wealth planning, consulting, and investment management services to individuals, high-net-worth clients, and small business entities. The firm employs a mix of active and passive strategies across multiple asset classes and offers customized investment policy statements for each client engagement.

Christopher Bauchle is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with Strive Financial Group, LLC and has previously worked at Wellington Wealth Strategies, LLC. Outside of his advisory roles, Bauchle serves with the Indianapolis Fire Department and the United States Air Force Reserve. Strive Financial Group, LLC provides discretionary asset management, financial planning, and retirement-plan services to individual and high-net-worth clients. The firm employs a combination of quantitative and qualitative analysis across various investment strategies, including long-term allocations, trading, options, and alternative investments.

Douglas Sweet is a financial advisor with Charter Advisory Corporation in Fishers, Indiana, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been associated with LPL Financial LLC and Charter Advisory Corporation since 2009. Outside of his advisory role, he has involvement in fixed insurance sales through Midwest Financial Group, Inc. 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 structure, utilizing both fundamental and technical analysis along with third-party portfolio managers and discretionary trading authority where agreed.

Jonathan Koop is a CFA® charterholder with 10 years of industry experience. He has been with Bedel Financial Consulting, Inc. since 2017 and previously worked at Cambridge Associates from 2015 to 2017. He holds the Series 66 designation and is based in Indianapolis, IN. Bedel Financial Consulting provides customized portfolio management and financial planning to individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm operates as a fee-only registered investment adviser, managing accounts primarily on a discretionary basis under a fiduciary standard. Bedel’s investment process integrates fundamental, technical, and quantitative analysis, utilizing a broad range of instruments and strategies, including derivatives and margin transactions.

Keith Tyner is a financial advisor at Gimbal Financial, LLC with 40 years of industry experience. He holds a Series 63 designation and has worked at Gimbal Financial since 2012 and at LPL Financial since 1997. Tyner is also the author of a book titled "Financial Survivors," which has been published and approved for distribution. 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 manages diversified portfolios aligned with client objectives and economic conditions, and sponsors its own wrap-fee program while operating as a six-advisor team.

Stacy Phillips is a financial advisor at Four Quadrant Wealth Advisors, Inc. with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Sagepoint Financial, Inc. and WSI, Inc. dba Creative Planning Strategies. Four Quadrant Wealth Advisors serves individual and high-net-worth clients, as well as professional partnerships, corporations, and medical and dental practices, providing personalized financial planning and discretionary portfolio management. The firm tailors advice using a mix of analytical methods and implements diversified portfolios while offering ongoing account monitoring and specialized services for business entities and practice transition planning.

Camryn Olson is a financial advisor at Elevated Financial Group with a Series 65 credential and three years of industry experience. Prior to joining Elevated Financial Group, Olson worked at Invst LLC and Olson & Wilson Private Capital LLC. She also has an eight-year background in education at Hillsdale College and Cincinnati Hills Christian Academy. Olson is a licensed insurance broker. Elevated Financial Group serves individual and high-net-worth households as well as retirement plan sponsors, providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a diversified investment approach combining fundamental, quantitative, and technical analysis with a buy-and-hold strategy and uses technology and formal due diligence to support portfolio oversight.

Daniel Klemkosky is a CFP® and CFA® with 11 years of industry experience. He has been with Wallington Asset Management in Indianapolis since 2010. Wallington Asset Management is a team-based SEC-registered investment adviser managing over $1.3 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, using a multi-factor equity selection framework and targeted fixed-income strategies tailored to client suitability and risk tolerance.