Kathleen Hudock is a financial advisor at Pekin Hardy Strauss, Inc. with nine years of industry experience. She holds Series 65 and Series 66 credentials. Her prior work includes roles at TD Ameritrade and Woodforest National Bank. Pekin Hardy Strauss, Inc. provides investment management, financial planning, and retirement plan services to individuals, pension and retirement plans, charitable organizations, and corporations. The firm employs a fundamental analysis-based investment approach incorporating ESG factors, utilizing a range of instruments and strategies to tailor portfolios according to clients’ objectives and risk tolerances.

Sarah Sepulveda is a CFP® and holds a Series 65 license, with five years of industry experience. She has worked at An Exceptional Life Financial, LLC since 2023 and previously spent five years at The H Group, Inc. She also has a background working with the Boys & Girls Club of Salem, Marion and Polk Counties. An Exceptional Life Financial serves individuals, families, high-net-worth clients, small businesses, and educational institutions by providing financial planning, investment management, tax preparation, and employee benefit plan consulting. The firm uses a combination of passive and active investment strategies and offers ongoing portfolio supervision as well as advisory services for held-away accounts.

Kimberly Bright is a financial advisor at Woodley Farra with 15 years of industry experience. She holds a Series 65 designation and has been with Woodley Farra since 2009. Outside of her advisory role, she performs temporary administrative and data entry work unrelated to investments. Woodley Farra manages discretionary and non-discretionary investment portfolios for individuals, high-net-worth clients, pension plans, trusts, and other entities, using a process that integrates fundamental, quantitative, technical, and economic analysis to build long-term portfolios focused on large-capitalization companies and investment-grade fixed income.

Jeanette Mccormick is a financial advisor at Williamson Legacy Group, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors LLC and Axxcess Wealth Management, LLC. In addition to her advisory role, she serves as the chapter treasurer of the charitable organization Tri Kappa. Williamson Legacy Group provides personalized financial planning and investment advisory services to individuals, families, trusts, and qualified retirement plans. The firm employs a team-based approach and combines fundamental and technical analysis to tailor portfolios to client objectives, managing approximately $183 million in discretionary assets.

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.

Philip Byers Jr. is a financial advisor with Gimbal Financial, LLC in Carmel, Indiana, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been associated with Raymond James Financial and related entities since 2009 and is the owner of Phil Byers, LLC, a support company. Gimbal Financial serves individuals, trusts, estates, small businesses, and retirement plans, offering discretionary asset management, retirement plan consulting, and variable annuity consulting. The firm sponsors its own wrap-fee program and manages diversified investment portfolios tailored to client objectives.

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.

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.

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 designation and bringing 39 years of industry experience. He has worked at Gimbal Financial since 2012 and LPL Financial since 1997. Tyner is also the author of a compliance-approved book titled "Financial Survivors." Gimbal Financial serves individuals, trusts, estates, small businesses, retirement plans, and certain brokerage customers, offering discretionary asset management, retirement plan consulting, and variable annuity consulting. The firm manages wrap-fee accounts based on client objectives using diversified allocations and conducts at least annual reviews considering economic conditions and market volatility.

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 16 years of experience at Wallington Asset Management in Indianapolis, IN. He has been with the firm since 2010, working as part of a nine-advisor team. Wallington Asset Management is a SEC-registered investment adviser managing approximately $1.15 billion for about 300 clients, including individuals, qualified retirement plans, trusts, and estates. The firm offers discretionary portfolio management, financial planning, and investment consulting, employing a multi-factor equity selection framework and a target-duration approach for fixed income.

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. and has previously worked at firms including FORVIS Wealth Advisors, Fidelity Brokerage Services, and NorthCoast Asset Management. Outside of advisory roles, he serves as President of LIFE Advisor Group, a business consulting organization. LEGACY FINANCIAL Advisors manages approximately $1.5 billion in client assets through a multi-advisor team, serving individuals, families, businesses, retirement plans, estates, trusts, and charitable organizations. The firm’s investment approach focuses on diversification and asset allocation, combining capital preservation with growth-oriented portfolios and alternative investments.