Patrick Roberts is a financial advisor at Market Street Wealth Management Advisors, LLC in Indianapolis, IN, holding a Series 65 designation with 11 years of industry experience. He has been with Market Street Wealth Management Advisors since 2015. Market Street Wealth Management Advisors provides discretionary investment management, financial planning, and retirement plan consulting to individuals, businesses, private foundations, pension plans, and charitable organizations. The firm manages approximately $711 million in assets for about 419 clients and operates with a nine-advisor team across ten offices, emphasizing asset-allocation driven portfolios constructed mainly with mutual funds and ETFs.

Jason Berkholz is a financial advisor at Teeple Snyder Newsome Wealth & Tax Management in Brownsburg, IN. He holds a Series 65 designation and has recent experience with Teeple Wealth Management, LLC as well as prior roles in education at MSD Washington Township and Brownsburg Community School Corporation. Teeple Snyder Newsome Wealth & Tax Management advises individuals, pension and profit-sharing plans, and business entities, offering asset management, financial planning, ERISA plan services, and tax preparation. The firm emphasizes a goal-focused investment approach, managing most client relationships on a non-discretionary basis and providing affiliated accounting and tax services.

Tanner Boston is a financial advisor with Bookends Financial Planning in Indianapolis, IN. He holds a Series 65 designation and has experience working with Wetzel Investment Advisors, Inc. and Calamos Investments. Bookends Financial Planning serves individual, high-net-worth, retirement plan, and corporate clients, managing approximately $288 million for around 500 clients through a six-person advisory team. The firm combines asset allocation with various analytical approaches and offers discretionary portfolio management, educational workshops, and publishes periodicals for its clients.

Kathleen Steinman is a financial advisor at Elser Financial Planning, Inc. in Indianapolis, IN. She holds a Series 65 designation and has been with Elser Financial Planning since 2025. Prior to joining the firm, she worked at Office Depot and was a student for several years. Elser Financial Planning is a fee-only advisory firm that serves individuals, trusts, estates, charitable organizations, and small businesses with comprehensive financial planning and portfolio management. The firm employs a long-term, Modern Portfolio Theory–based investment approach using low-cost mutual funds and ETFs, alongside individual securities when appropriate.

Christopher Weiss is a CFP®-certified financial advisor at Wallington Asset Management with 10 years of industry experience. He has been with Wallington Asset Management since 2012. Wallington Asset Management is a team-based SEC-registered investment adviser managing over $1.3 billion in discretionary assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers tailored portfolio management and financial planning services using a multi-factor equity selection framework and targeted fixed-income strategies, alongside distinct Asset Management and Capital Advisory Programs.

Timothy Dukeman is a CFP® professional with seven years of experience currently serving at Teeple Snyder Newsome Wealth & Tax Management. His prior work includes roles at Teeple Wealth Management, LLC, Zaxbys, and Jefferson Media Group. Teeple Snyder Newsome Wealth & Tax Management advises individuals, pension and profit-sharing plans, and business entities, providing asset management, financial planning, ERISA plan services, and tax preparation. The firm manages portfolios primarily on a non-discretionary basis and integrates affiliated accounting and tax services alongside investment management.

Amanda Black is a financial advisor at Capital Cities Investments with 19 years of industry experience. She holds a Series 65 designation and has been with Capital Cities in various capacities since 2006. Amanda serves on the boards of Hanover College and the Zionsville Education Foundation. Capital Cities Investments serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employee benefit plans, offering discretionary portfolio management, modular financial planning, and pension consulting. The firm’s investment process emphasizes asset-allocation modeling with a combination of active and passive managers, using mutual funds and ETFs, along with periodic rebalancing and portfolio monitoring.

Michael Charles is a CFP® professional affiliated with Wallington Asset Management in Indianapolis, IN, with 23 years of industry experience. He has been with Wallington Asset Management since 2012. Wallington Asset Management is an SEC-registered, team-based advisory firm that provides discretionary portfolio management, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, and charitable organizations. The firm employs a multi-factor framework for equity selection and macroeconomic analysis for fixed income, managing over $1.3 billion in discretionary assets across several hundred client accounts.

Cara Buchanan is a CFP® and holds a Series 66 license with 11 years of industry experience. She is currently with Bedel Financial Consulting Inc, joining in 2025 after roles at Ellenbecker Investment Group and Robert W. Baird & Co. prior to that. Bedel Financial Consulting provides customized portfolio management and financial planning to a range of clients, including individuals, families, trusts, charitable organizations, and institutions. The firm employs a fiduciary standard, utilizes a combination of fundamental, technical, and quantitative analysis, and manages accounts using diverse strategies such as derivatives and margin transactions.

Eric Shetter is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Elser Financial Planning, Inc. in Indianapolis, Indiana. He has been with Elser Financial Planning since 2017. Prior to his advisory career, he worked for 16 years at MSD of Lawrence Township. Elser Financial Planning, Inc. is a fee-only advisory firm offering personalized financial planning and portfolio management to individuals, trusts, estates, charitable organizations, and small businesses. The firm uses a long-term, Modern Portfolio Theory-based investment approach with low-cost mutual funds and ETFs, managing over $1.13 billion in discretionary assets through a team of 13 advisors.

Justin Brammer is a financial advisor at Elevated Financial Group in Indianapolis, holding Series 63 and Series 65 designations with nine years of industry experience. His prior roles include positions at Jarred Bunch Consulting, LLC, Invst, Park Ave Securities LLC, and Horizon Planning Group. Outside of advisory work, he serves as an insurance agent and is the managing member of Brammer Financial, LLC, a bookkeeping entity for advisory compensation. Elevated Financial Group serves individual and high-net-worth households as well as retirement plan sponsors, offering discretionary portfolio management, financial planning, retirement-plan consulting, and coordination of private or alternative investments. The firm employs a diversified, technology-supported investment approach managed by a seven-advisor team overseeing regulatory assets above $500 million.

Adriane Kulczar is a financial advisor with Market Street Wealth Management Advisors, LLC in Indianapolis, IN. She holds Series 65 and Series 66 licenses and has three years of industry experience. Prior to joining Market Street, she worked at LPL Financial and CX Institutional, and spent over a decade at PNC Bank. Market Street Wealth Management Advisors serves individual and institutional clients, including high-net-worth households, retirement plans, foundations, and charitable organizations. The firm provides customized portfolio construction and ongoing asset-allocation oversight, utilizing mutual funds, ETFs, and other investment strategies across multiple service lines.

Joshua John is a financial advisor at LJI Wealth Management, LLC in Indianapolis, IN, with 14 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with LJI Wealth Management since 2009. LJI Wealth Management serves individuals, charitable organizations, corporations, and retirement plans by providing wealth management that integrates investment management, financial planning, and retirement plan consulting. The firm uses a mix of fundamental, quantitative, and technical analysis to tailor portfolios across equities, fixed income, and ETFs, offering both discretionary and non-discretionary account management.

Natalia De Ugarte Munoz is a Series 65 licensed advisor at Woodley Farra with one year of industry experience. She has worked at Woodley Farra Manion since 2024 and previously held positions at Maromo Holdings LP, Stagewood Consortium, C&M Auditors and Administrators, and Samford University. Woodley Farra provides discretionary and non-discretionary investment management to a diverse client base, including high net worth individuals, institutional clients, and charitable organizations. The firm focuses on equity portfolios of larger-capitalization companies and offers distinct strategies such as the Core Value Portfolio and Dividend Portfolio, employing a four-pronged investment analysis approach.

Crystal Jacquay is a Series 65-licensed advisor at Avalon Wealth Advisory, Inc. with six years at the firm and a total of ten years in the financial industry. She previously worked at Oxford Financial Group for nine years before joining Avalon. Avalon Wealth Advisory provides personalized financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm focuses on a consultative approach, working with clients on asset allocation and manager selection while emphasizing traditional strategies and client-directed decisions.

Trae Hassebroek is a financial advisor at Howard Bailey Securities, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Outside of financial services, he is involved with the Impact Soccer Club. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, charitable organizations, foundations, corporations, and small businesses. The firm employs a combination of Fundamental and Technical analysis along with Modern Portfolio Theory, focusing on retirement planning, portfolio construction, and ongoing portfolio monitoring.

Hunter Bartholomew is a financial advisor at Monon Wealth Management in Indianapolis, holding Series 66 and Series 65 licenses with two years of industry experience. Prior to joining Monon Wealth Management, he worked in commercial cleaning and spent time associated with the College of the Holy Cross and Hamilton Southeastern High School. Monon Wealth Management is a mid-sized advisory team managing approximately $547 million for about 505 clients, serving individuals, trusts, estates, businesses, and employer retirement plans. The firm offers comprehensive wealth management services that include investment management and financial planning, employing a model portfolio approach with a long-term orientation alongside tactical adjustments.

Susan Steel is a CFP® professional with 26 years of experience in the financial advisory industry. She has been with Deerfield Financial Advisors, Inc. since 1991. Deerfield provides wealth management, investment management, financial planning, and retirement-plan services to individuals, plan sponsors, trusts, and other private clients. The firm manages approximately $958.7 million in client assets and employs a modified passive investment approach focused on diversified, asset-class portfolios using low-cost funds and periodic rebalancing.

Bauer Schmeltz is a CFP® with nine years of industry experience, currently with Financial Plans & Strategies, Inc. since 2020. His prior roles include positions at Charles Schwab & Co., Inc. and Foresters Financial Services. He is also an owner and insurance agent at Financial Planning Investments Inc. and a shareholder in MVMT House in Indianapolis. Financial Plans & Strategies, Inc. provides investment advisory and financial planning services to individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary asset management, retirement plan advisory, and consulting, tailoring portfolios using fundamental and technical analysis and a focused selection of institutional managers.

Seth Raymond is a financial advisor at Financial Plans & Strategies, Inc., holding a Series 65 designation with one year of industry experience. Prior to joining Financial Plans & Strategies, he worked at Myers and Stauffer and Upper Crust and has experience with Butler University and Indy Premier Soccer Club. Financial Plans & Strategies, Inc. provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored retirement plans. The firm customizes portfolios based on client objectives, using both fundamental and technical analysis, and offers ongoing monitoring, rebalancing, and client reporting.