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.

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.

Sarah Boston is a financial advisor with Bookends Financial Planning in Indianapolis, IN, holding a Series 66 credential and 23 years of industry experience. She has been with Bookends Financial Planning and affiliated Raymond James entities since 2013. Outside of her advisory role, she owns and operates Boston Solutions, LLC, a private dining and retail business. Bookends Financial Planning serves individual, retirement plan, and corporate clients, managing approximately $288 million for around 500 clients through a six-person advisory team. The firm combines multiple investment analysis methods and offers discretionary portfolio management, utilizing third-party sub-advisors and customized strategies.

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.

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.

Robin Hall is a financial advisor with BridgePort Financial Solutions in Indianapolis, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining BridgePort in 2025, Hall worked at Cambridge Investment Research Advisors for 20 years. Outside of advisory work, Hall provides estate planning services as an attorney and engages in commercial loan consulting. BridgePort Financial Solutions serves individual and institutional clients, including high-net-worth households and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm manages model portfolios through an Investment Committee and offers discretionary management programs, including access to third-party and affiliated strategies.

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.

Brian Singer is a financial advisor at Howard Bailey Securities, LLC with nine years of industry experience. He holds a Series 65 designation and has been involved in the financial services industry since 1994 through his roles as president and CEO of Brian Singer Corp, dba Singer Financial Group. Howard Bailey Securities is an SEC-registered investment adviser that serves individuals, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm offers discretionary asset management, financial planning, and retirement-plan consulting, combining Fundamental and Technical analysis with Modern Portfolio Theory in its investment approach.

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.

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.

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.

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.

David Peterson is a financial advisor at Teeple Snyder Newsome Wealth & Tax Management with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. and Married Money Financial Counseling. He also served at Trinity Mennonite Church for eight years. Teeple Snyder Newsome Wealth & Tax Management advises individuals, pension and profit-sharing plans, and business clients, offering asset management, financial planning, ERISA 3(21) advisory services, and tax preparation. The firm focuses on diversified, multi-asset portfolios with strategic allocation and rebalancing, and combines a large non-discretionary asset base with integrated tax and accounting services.

Robert Wetzel is a financial advisor at Bookends Financial Planning with 25 years of industry experience. He holds the Series 66 designation and has worked at Skybridge Investments LLC and Raymond James Financial Services Advisors, Inc. He is also the owner and president of Bookends Realty, LLC, a real estate holding company. Bookends Financial Planning serves individual, retirement plan, and corporate clients, managing approximately $288 million across about 500 clients through a six-person advisory team. The firm provides discretionary and non-discretionary portfolio management, written financial planning reports, and access to wrap fee and separately managed account programs, employing a multifaceted investment approach that includes asset allocation, fundamental and technical analysis, and customized strategies.