Phillip Clark is a financial advisor with Invst, LLC in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked with Jarred Bunch Consulting, LLC since 2016 and Sii since 2013. Outside of his advisory role, Phillip is also a personal trainer. Invst, LLC provides financial planning, consulting, investment management, and retirement plan consulting to individuals—including high-net-worth clients—as well as pension and profit-sharing plans. The firm employs a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and manages approximately $1.565 billion in assets for over 2,100 clients.

Philip Byers Jr. is a financial advisor with Gimbal Financial, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Citigroup Global Markets, Morgan Stanley, and Raymond James Financial. He is also the owner of Phil Byers, LLC, a non-investment-related support company. Gimbal Financial, a six-advisor team, manages discretionary wrap-fee accounts for individuals, trusts, estates, small businesses, and retirement plans. The firm uses diversified portfolios aligned with client objectives and conducts annual account reviews considering economic and market conditions.

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.

Kyle Riddle is a CFP® professional with 10 years of industry experience, currently serving at Invst, LLC in Indianapolis, IN. He previously worked for Valeo Financial Advisors from 2015 to 2025. Invst, LLC provides financial planning, consulting, investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and serves over 2,000 clients with approximately $1.565 billion in assets under management.

Christopher Bauchle is a CFP® with five years of industry experience, currently serving as an advisor at Strive Financial Group, LLC since 2024. His prior experience includes three years at Wellington Wealth Strategies, LLC. In addition to his advisory work, he serves with the Indianapolis Fire Department and the United States Air Force Reserve. Strive Financial Group, LLC provides discretionary asset management, financial planning, and ERISA retirement-plan services to individual, high-net-worth, and qualified retirement-plan clients. The firm uses a combination of quantitative and qualitative analysis across a range of 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 with Gimbal Financial, LLC in Carmel, Indiana, holding a Series 63 license and over 40 years of industry experience. He has worked at Gimbal Financial since 2012 and previously spent 16 years with LPL Financial, LLC. In addition to his advisory role, Tyner is the author of the book *Financial Survivors*. Gimbal Financial serves individuals, trusts, estates, small businesses, retirement plans, and certain brokerage customers of Mutual Securities. The firm offers discretionary wrap-fee asset management, retirement plan consulting, and variable annuity consulting, using diversified allocations across multiple asset classes and conducting account reviews at least annually.

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.

Ryan Averett is a financial advisor with Invst, LLC in Indianapolis, holding Series 63 and Series 65 licenses and four years of industry experience. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Brandon Halverson. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individual and institutional clients, managing approximately $1.565 billion in assets. The firm employs fundamental, technical, and cyclical analysis to construct diversified portfolios and offers ongoing account monitoring and client reporting through a dedicated portal.

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.

Dexter White is a financial advisor at NorthWest Financial Services Inc in Indianapolis, holding a Series 65 designation with one year of industry experience. His prior roles include positions at 317 Seal, Charles Schwab, The Farmer's Kitchen, and Cigna Health Insurance. He maintains an insurance license and dedicates time to evaluating and recommending insurance for clients. NorthWest Financial Services is a team-based registered investment adviser serving individual and high-net-worth clients, as well as trusts and estates. The firm provides comprehensive financial planning, discretionary portfolio management focused on mutual funds, and ancillary services including tax preparation and insurance analysis.

John Wildern is a CFP® professional with 25 years of industry experience. He is currently with Legacy Financial Advisors, Inc., where he has worked since 2024. His prior roles include positions at FORVIS Wealth Advisors, LLC, Inspire Investing, LLC, Fidelity Brokerage Services LLC, and NorthCoast Asset Management LLC, among others. Wildern also serves as president of LIFE Advisor Group, a business consulting firm. Legacy Financial Advisors is a multi-advisor team managing approximately $1.5 billion in client assets for about 1,000 clients. The firm serves individuals, families, closely held businesses, retirement plans, estates, trusts, and charitable organizations, offering financial planning, estate planning, risk management, and discretionary portfolio management with an emphasis on diversification and asset allocation across traditional and alternative investments.

Ross Bennett is a financial advisor with Woodley Farra in Indianapolis, IN, holding the Series 66 designation and 18 years of industry experience. He has been with Woodley Farra since 2010. Woodley Farra provides discretionary and non-discretionary investment management to individuals, institutions, and charitable organizations, managing approximately $2.32 billion in assets. The firm emphasizes equity portfolios of 25–30 large-cap companies and follows a four-pronged analysis approach, offering named strategies along with fixed income and preferred securities for income.

Andrea Gasaway is a financial advisor at Asset Management Strategies, Inc. with a Series 65 designation and four years of industry experience. She has prior experience working at Bluesafe Financial for 10 years and at Gasaway Business Group for nine years. Asset Management Strategies, Inc. provides personalized financial planning and discretionary investment management to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a trend-following asset allocation approach using passive index funds and ETFs, with accounts typically managed on a discretionary basis and reviewed quarterly.

Tiffany White is a CFP® at Halter Ferguson Financial Inc with 11 years of industry experience. She has been with Halter Ferguson Financial since 2007. Halter Ferguson Financial provides fee-only financial planning and discretionary portfolio management to a diverse range of clients, including individuals, families, small businesses, trusts, charitable organizations, and employer-sponsored plans. The firm’s investment approach is driven by fundamental analysis and client-specific investment policy statements, with specialized offerings such as a branded options strategy program and involvement in a privately offered fund.

Kal Owen is a financial advisor with Four Quadrant Wealth Advisors, Inc. in Carmel, IN, holding a Series 66 designation and six years of industry experience. Prior to joining Four Quadrant Wealth Advisors in 2021, he worked at several firms including First Command Advisory Services and PerMar Security. Owen also serves as a sergeant and production controller in the Indiana Army National Guard, a role he has held since 2010. Four Quadrant Wealth Advisors serves individual and high-net-worth clients as well as professional partnerships, corporations, and medical and dental practices. The firm offers personalized financial planning and discretionary portfolio management, using a variety of analytical methods and a range of securities to tailor advice to clients’ objectives and risk tolerance.

Hilary Hendershott is a CFP® and Series 65 credentialed advisor with 18 years of industry experience. She is the managing member and investment adviser representative at Hendershott Wealth Management, LLC, where she has worked since 2014. Hilary previously worked at Bhpr Equity Research Corp and operated Hilary Hendershott Financial, LLC. Hendershott Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $305.8 million in client assets. The firm provides primarily non-discretionary portfolio management, financial planning, and consulting services through a combination of firm model portfolios, third-party asset managers, and specialized programs such as Ignite Investing for smaller accounts.