Samuel Oliphant is a CFP®, CFA®, and Series 65 credentialed advisor at Wallington Asset Management with five years of industry experience. He has worked at Wallington Asset Management since 2021 and previously held positions at The Wellington Group LLC, Cummins Inc., and Indiana University. Wallington Asset Management is a team-based SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, investment consulting, and retirement plan consulting, managing over $1.3 billion in assets using a multi-factor equity selection framework and targeted fixed-income strategies.

Kyle Harlemert is a Series 65-licensed financial advisor with Woodley Farra in Indianapolis, IN, where he has worked since 2005. He has 20 years of industry experience. Outside of his advisory role, he is a partner in McLeay Enterprise, LLC, which manages rental properties. Woodley Farra provides discretionary and non-discretionary investment management to a range of clients including individuals, pension plans, trusts, estates, charitable organizations, corporations, and institutions. The firm focuses on equity portfolios of larger-capitalization companies and offers named strategies such as the Core Value Portfolio and Dividend Portfolio, with investment decisions based on fundamental, quantitative, technical, and economic analyses.

Jesse Sweet is a financial advisor with Charter Advisory Corporation in Indianapolis, holding a Series 66 designation and two years of industry experience. Prior to joining Charter Advisory Corporation in 2025, he worked at LPL Financial and has a background in education, including roles at Marian University College of Osteopathic Medicine and Indiana University Bloomington. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $333 million in client assets and offers both discretionary and non-discretionary portfolio management alongside plan-level ERISA fiduciary services.

Paul Brewer is a financial advisor at Golden Reserve Retirement, LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses with 22 years of industry experience. His prior firms include Fisher Investments, American Funds, LPL Financial, Charles Schwab, Chase Investment Services Corp., and Valic Financial Advisors. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading and diversification with an emphasis on passive, low-cost investments. The firm integrates estate-planning and tax services within its fixed annual fee structure and delivers tailored advice supported by a Roadmap Summary outlining clients’ income, tax, risk tolerance, and investment goals.

Derek Hamilton is a CFP® professional with 12 years of experience in financial planning and portfolio management. He has worked at Elser Financial Planning, Inc. since 2014, based in Indianapolis, IN. Elser Financial Planning, Inc. is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, and small businesses with comprehensive financial planning and ongoing investment management. The firm emphasizes long-term, Modern Portfolio Theory–based asset allocation using primarily low-cost mutual funds and ETFs, managing over $1.13 billion in discretionary assets as part of a total of roughly $2.1 billion in client assets.

R Smith is a CFP® and CFA® charterholder with 19 years of industry experience. He has worked at KCPAG Financial Advisors LLC, Kcpag Insurance Services LLC, Kemper Capital Management LLC, Securities America Inc., and Kemper CPA Group. KCPAG Financial Advisors LLC provides financial planning, portfolio management, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm serves approximately 405 clients with a team of 13 advisors across 27 offices, offering tailored asset management through fundamental analysis, a variety of strategies, and both discretionary and non-discretionary management options.

Sandesh Arles is a financial advisor at Strive Financial Group, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab and Valeo Financial Advisors. He is also involved as a member of Arles Capital LLC, a holding company for his investment advisory practice. Strive Financial Group, LLC provides discretionary asset management, financial planning, and consulting services to individual and high-net-worth clients, along with ERISA retirement-plan services. The firm uses a combination of quantitative and qualitative analysis to manage portfolios through various strategies, including long-term allocations, trading, options, and alternative investments.

Katie Fischer is a CFP® professional with 12 years of experience in financial advising. She has been with Market Street Wealth Management Advisors, LLC since 2013, working in their Indianapolis office. Market Street Wealth Management Advisors serves individual and institutional clients, including high-net-worth individuals, businesses, foundations, charitable organizations, and retirement plans. The firm provides discretionary investment management, financial planning, and retirement-plan consulting, utilizing mutual funds, ETFs, third-party sub-advisors, and specialist strategies in its portfolio management.

Thays Rodrigues Cardoso is a CFP® professional with six years of experience in the financial services industry. She has worked at Fi3 Financial Advisors since 2020 and has prior experience at Westpoint Financial Group. Outside of her advisory role, she has experience as an assistant coach at Hanover College. Fi3 Financial Advisors, LLC serves high-net-worth individuals and multi-generational families as a multi-family office, providing Family Chief Financial Officer services, comprehensive wealth planning, tax and estate coordination, pension consulting, and investment management. The firm combines active and passive portfolio management with integrated financial planning and offers private investment vehicles alongside consolidated reporting for public and private holdings.

Alan Kovalsky is a financial advisor at Wallington Asset Management with 10 years of industry experience and holds a Series 66 designation. His prior roles include positions at Rejoyce Financial, Continental Enterprises, and managing his own law office. Wallington Asset Management is a team-based SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and consulting services, managing over $1.3 billion in assets with tailored strategies based on client suitability and risk tolerance.

Bradley Owens is a CFP® professional with 21 years of industry experience. He has been with LJI Wealth Management, LLC since 2012. Owens holds life and health insurance licenses. LJI Wealth Management serves individuals, charitable organizations, corporations, and retirement plans, offering wealth management services that include investment management, financial planning, and retirement plan consulting. The firm uses a variety of investment strategies tailored to client objectives and risk tolerances, with portfolios that may incorporate equities, fixed income, ETFs, and specialized approaches such as options and swing trading.

David Webb is a CFP® with 19 years of industry experience, currently serving at Curry Webb Wealth Management LLC. He has led Webb Capital Management, LLC since 2013. Curry Webb Wealth Management is a team-based firm that offers customized financial planning and discretionary investment management primarily to individual investors and trusts. The firm employs a diversified asset allocation strategy using mutual funds and ETFs, supported by regular Investment Committee reviews and integrated financial planning services.

Tracy Colson is a financial advisor with Woodley Farra in Indianapolis, IN, holding Series 63 and Series 65 licenses and having 18 years of industry experience. Prior to joining Woodley Farra in 2023, she worked at Goelzer Investment Management for seven years and at Campbell And Co CPAs for one year. Woodley Farra provides discretionary and non-discretionary investment management services to a range of clients including individuals, pension plans, trusts, charitable organizations, and institutional mandates. The firm employs a multi-faceted investment approach focusing on equity portfolios of larger-cap companies and offers named strategies such as the Core Value Portfolio and Dividend Portfolio alongside fixed income solutions.

Patrick Roberts is a financial advisor with Market Street Wealth Management Advisors, LLC, holding a Series 65 credential and 11 years of industry experience. He has been with Market Street Wealth Management Advisors since 2015 and previously worked at Veros Partners, Inc. from 2014 to 2015. Market Street Wealth Management Advisors serves individual and institutional clients, including high-net-worth individuals, businesses, foundations, charitable organizations, and retirement plans. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing mutual funds, ETFs, third-party sub-advisors, and specialist strategies as part of its investment approach.

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.

Julian Simmerman is a financial advisor at 1834 Investment Advisors Co. in Indianapolis, holding a Series 66 credential with five years of industry experience. His prior roles include positions at Mutual of America Life Insurance Company and J.P. Morgan Securities LLC. 1834 Investment Advisors provides investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients, employing customized portfolio strategies and discretionary management. The firm is a wholly owned subsidiary of Old National Bancorp and collaborates closely with Old National Bank, offering specialized services including private investment consulting and management of defined benefit plans.

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 with 24 years of industry experience. He has been with Wallington Asset Management since 2012 and previously worked at TIAA-CREF, City Securities Corporation, and Natcity Investments, Inc. He holds Series 63 and Series 65 licenses. Wallington Asset Management is a team-based, SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a multi-factor approach to equity selection and macroeconomic analysis for fixed income, offering tailored portfolio management and consulting services across various account sizes.