Benjamen Banks is a CFP® professional with 18 years of industry experience, currently serving at Forum Private Client Group since 2007. He also has a longstanding affiliation with Forum Credit Union. Banks is a board member of the Financial Planning Association of Greater Indiana, a nonprofit organization for financial advisors. Forum Private Client Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts. The firm combines customized financial planning with portfolio construction using mutual funds, ETFs, individual securities, and third-party sub-advisers.

Thomas Butler is a CFP® with 42 years of industry experience, currently serving as an advisor at Charter Advisory Corporation since 2010. He also has a long tenure with LPL Financial and has been involved with Butler Insurance Agency, Inc. for over three decades. Outside of advising, he participates in real estate investing activities through partnerships focused on acquiring, rehabbing, and managing residential properties. 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 operates a multi-advisor team structure serving both retail and high-net-worth clients.

David Crossman is a CFA® charterholder and holds a Series 63 license with 19 years of industry experience. He has worked at Bedel Financial Consulting, Inc. since 2012. Bedel Financial Consulting provides customized portfolio management and financial planning to private individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm combines fundamental, technical, and quantitative analysis in its investment process and employs a range of strategies including derivatives and margin transactions, managing accounts on a discretionary basis under a fiduciary standard.

Nolan Clay is a CFP® professional with three years of experience, currently serving at Avalon Wealth Advisory, Inc. in Indianapolis, IN. He joined Avalon Wealth Advisory in 2023 after completing his studies at Ball State University. Avalon Wealth Advisory, Inc. offers personalized financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm focuses on consultative strategies, working with clients to set asset allocation and investment policy while emphasizing traditional approaches and manager selection.

Kathryn Hower is a CFP® professional at Bedel Financial Consulting Inc with 22 years of industry experience. She has been with Bedel Financial Consulting since 2005. Bedel Financial Consulting offers customized portfolio management and financial planning services to a diverse client base including 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.

Joseph Cavazos is a financial advisor with Storen Financial in Zionsville, IN, holding Series 65 and Series 63 licenses and five years of industry experience. His career includes positions at LPL Financial, Charles Schwab, and Brass Tax Wealth Management, operating under the Storen Financial brand. Storen Legacy Partners, LLC is a multi-advisor registered investment adviser managing approximately $438 million for individuals, trusts, estates, retirement plans, and corporate clients. The firm combines fundamental and technical analysis with modern portfolio theory, employing a range of strategies from ETFs and mutual funds to alternatives and digital assets, while actively monitoring and rebalancing portfolios.

Clinton Bucher is a financial advisor at Monon Wealth Management with 30 years of industry experience. He holds the Series 63 designation and has worked at firms including Hutchens & Kramer Investment Management Group and Kestra Financial Services. Outside of his advisory role, Bucher is a licensed insurance agent and serves as treasurer and investor in Frye Fabrication, Inc., a business associated with his son-in-law. Monon Wealth Management is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and retirement plans. The firm combines fundamental, technical, and charting analysis to develop model portfolios, emphasizing long-term strategies while adjusting for client needs and market conditions.

Sarah Mahaffa is a CFP® professional at Bedel Financial Consulting Inc with 17 years of industry experience. She has worked at Bedel Financial Consulting since 2016 and was previously with Charles Schwab from 2008 to 2016. Bedel Financial Consulting provides customized portfolio management and financial planning to a range of clients including private individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm operates as a fee-only registered investment adviser under a fiduciary standard and employs a diversified investment approach that includes derivatives and margin transactions.

Olivia Maynes is a CFP® professional with five years of industry experience. She has worked at Bedel Financial Consulting, Inc. since 2022 and previously held roles at Aspen Wealth Management and Davenport & Co., LLC. Before entering the financial advisory field, she was affiliated with Virginia Tech for four years. Bedel Financial Consulting provides customized portfolio management and financial planning to a range of clients, including individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm uses a combination of fundamental, technical, and quantitative analysis and offers a variety of investment strategies, including the use of derivatives and margin, while operating under a fiduciary standard.

Charles Pilecki is a financial advisor with Charter Advisory Corporation in Indianapolis, IN, holding a Series 63 designation and 35 years of industry experience. He has worked at Charter Advisory Corporation since 1992 and has been affiliated with LPL Financial LLC since 2009. In addition to his advisory work, he is involved in insurance sales through Valley Insurance Agency. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals and various types of institutional clients. The firm manages approximately $366 million in assets, employing a multi-advisor team approach that includes both discretionary and non-discretionary portfolio management often utilizing model portfolios and third-party managers.

Austin Angel is a CFP® professional with six years of industry experience, currently serving as an advisor at Market Street Wealth Management Advisors, LLC since 2018. He previously worked at Indiana State University from 2014 to 2018. Market Street Wealth Management Advisors provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base, including individuals, businesses, foundations, pension plans, and charitable organizations. The firm manages approximately $711 million in assets and operates with a nine-advisor team across ten offices, emphasizing asset-allocation driven portfolios primarily using mutual funds and ETFs.

Kirstyn Simon is a CFP® and Series 63 credentialed advisor with nine years of industry experience. She is currently with FI3 Financial Advisors, LLC and previously worked at JPMorgan Securities LLC and Range Finance, Inc. Outside of her advisory role, she is an owner and partner of Clementine Properties, LLC, a business that manages rental property. FI3 Financial Advisors primarily serves high-net-worth individuals and multi-generational families as a multi-family office, offering comprehensive wealth planning, investment management, and Family Chief Financial Officer services. The firm’s investment approach combines active and passive management across public and private asset classes, with an emphasis on private investment vehicles and collaboration with external consultants for customized solutions.

Rick Davis is a financial advisor with Wealth Advisory Solutions, LLC in Zionsville, IN, holding a Series 65 designation and six years of industry experience. He previously worked at Henriott Group for 17 years and is the founder and President of Q4 Advisors, a firm specializing in insurance-based products. In addition to his advisory roles, Davis is the founder and president of Stridz, LLC, a personal finance app aimed at educating young adults, and serves as a continuing lecturer on Entrepreneurship and Innovation at Purdue University. Wealth Advisory Solutions provides financial planning, investment consulting, and asset management to individuals, retirement plans, trusts, charitable organizations, and businesses, employing a strategic and tactical asset allocation approach with both discretionary and non-discretionary management.

Samuel Mc Daniel is a financial advisor at Elser Financial Planning, Inc. in Indianapolis, IN, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Valeo Financial Advisors, Northwestern Mutual, and Runestad Financial Services. Elser Financial Planning provides personalized financial planning and investment management services primarily to individuals, trusts, estates, charitable organizations, and small businesses, typically serving clients with portfolios of about $1 million or greater. The firm employs a fee-only model, focusing on long-term strategies grounded in Modern Portfolio Theory using low-cost mutual funds and ETFs, and operates with limited discretion while maintaining client control over accounts.

Joseph Hillman is a financial advisor at Strive Financial Group, LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with firms including Wellington Wealth Strategies, LLC and MassMutual Life Insurance Company. Outside of financial advising, Hillman is involved in a medical implant distribution company, M. E. D. Distribution, where he is a sales owner. Strive Financial Group, LLC provides discretionary asset management, financial planning, and ERISA retirement-plan services to individual and high-net-worth clients. The firm employs a combination of quantitative and qualitative analysis to manage portfolios using a variety of strategies, and conducts regular portfolio reviews with rebalancing and tax considerations.

Holly Wharton is a CFP® professional with 10 years of industry experience, currently serving at NorthWest Financial Services Inc. She worked at the firm from 2007 to 2017 before a seven-year period as a homemaker, returning to NorthWest Financial Services in 2024. NorthWest Financial Services primarily serves individual investors and offers financial planning alongside discretionary portfolio management. The firm employs a two-tiered investment approach combining conservative near-term liquidity with longer-term value-oriented mutual fund allocations, managing all assets on a discretionary basis.

David Yearwood is a financial advisor with Charter Advisory Corporation in Indianapolis, IN, holding a Series 63 credential and over 40 years of industry experience. He has been with Charter Advisory Corporation since 1987 and has also worked at LPL Financial since 2009. Outside of advisory services, he is involved in the publishing industry through Michael Stafford Publishing, LLC, which invests in the launch and marketing of political fiction novels. 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 utilizes a combination of fundamental and technical analysis alongside model- and manager-based solutions through LPL-sponsored programs.

Tiffany Spudich is a financial advisor with Capital Cities Investments, holding a Series 65 designation and 21 years of industry experience. She has worked at Capital Cities, LLC and Capital Cities Investments, Inc. since 2004. Capital Cities Investments serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employee benefit plans, providing discretionary portfolio management, modular financial planning, and pension consulting. The firm’s investment approach combines asset-allocation modeling with active and passive manager implementation, utilizing mutual funds, ETFs, and third-party platforms for portfolio management and rebalancing.

Steven Smith is a financial advisor at Wealth Advisory Solutions, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he co-owns a business that buys and sells historic cars. Wealth Advisory Solutions, LLC offers financial planning, investment consulting, and asset management services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm uses an individualized process to develop written financial plans and Investment Policy Statements, implementing strategies through a mix of fundamental and technical analysis with both discretionary and non-discretionary account management.

Park Leacock is a financial advisor at Monument Advisers with four years of industry experience. He holds a Series 65 designation and previously worked at Teeple Wealth Management, Belle Tire, and State Farm. Outside of advising, he is the founder and president of Imperium Coffee House LLC, a café in Brownsburg, Indiana, and also leads Smith & Leacock, LLC, a holding company related to a coffee patent. Monument Advisers is a fee-only investment management and financial planning firm serving individuals, high-net-worth clients, charitable organizations, pooled vehicles, and corporate clients. The firm uses asset-allocation principles and modern portfolio theory to construct portfolios with a mix of passive and active funds, offering both discretionary and non-discretionary management along with values-based investing options.