Jason Smith is a financial advisor with Four Quadrant Wealth Advisors, Inc. in Carmel, IN. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 22 years with Four Quadrant Wealth Advisors. Outside of his advisory role, he is the CEO and owner of a dental practice consulting business and volunteers on the finance committee of a nonprofit organization. Four Quadrant Wealth Advisors is a seven-advisor team managing approximately $219 million in discretionary client assets. The firm serves individuals, including high-net-worth clients, as well as professional partnerships and business entities, employing a tailored investment approach that incorporates fundamental and technical analysis along with various asset strategies.

Thomas Gross is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of industry experience, currently serving as Vice President and 30% owner of NorthWest Financial Services, Inc. in Indianapolis, where he has worked since 2011. Outside of his advisory role, he owns and operates two small businesses: one that sells livestock supplements and another involving show pigs. NorthWest Financial Services primarily serves individual investors and also works with trusts and estates, providing financial planning and discretionary portfolio management. The firm employs a two-tiered investment approach combining conservative near-term liquidity with longer-term mutual fund allocations, using an active, value-oriented strategy.

Jeffrey Moheban is a CFP® professional with 27 years of experience in financial advisory services. He has been with Avalon Wealth Advisory, Inc. since 1999. Avalon Wealth Advisory, Inc. provides personalized financial planning and investment advisory services primarily to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a consultative approach focused on asset allocation, third-party manager selection, and performance reporting, typically serving high-net-worth clients through a fee-only, negotiated annual fee model.

Jonathan Russell is a financial advisor at LJI Wealth Management, LLC in Indianapolis, IN, holding a Series 65 designation with 14 years of industry experience. He has been with LJI Wealth Management since 2012. He is also a partner at JHR Pensions, LLC, an affiliated third-party 401(k) administrator. LJI Wealth Management serves individuals, high-net-worth clients, charities, corporations, and pension/profit-sharing plans with wealth management, investment management, financial planning, and retirement plan consulting. The firm manages approximately $1.37 billion in assets and employs a range of investment strategies tailored to client objectives, including the use of ETFs, options, and individually managed accounts.

Rachel Leman is a financial advisor at NorthWest Financial Services Inc in Indianapolis, IN, with nine years of industry experience. She holds the CFP® certification and Series 65 license. Prior to joining NorthWest Financial Services in 2017, she worked at Hawtree & Associates, CPA, and Olivet Nazarene University. 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 with a value-oriented approach, and ancillary services including tax preparation and insurance needs analysis.

Mark Lux is a financial advisor with Parkwoods Wealth Partners, LLC in Carmel, IN, holding a ChFC® designation and Series 63 and 65 licenses, with 18 years of industry experience. He previously worked for Shoreline Asset Management, LLC for 10 years and has operated Mark E Lux Insurance Inc. since 1988. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations with investment management, retirement plan consulting, and financial planning. The firm’s long-term investment approach is based on Modern Portfolio Theory and efficient-market principles, utilizing diversified portfolios primarily composed of mutual funds, ETFs, and fixed-income ladders.

Patrick Dykstra is a financial advisor at The Wellington Group LLC in Indianapolis, IN, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera Investment Services LLC, Regions, and KeyBank. The Wellington Group provides wealth planning, consulting, and investment management services to individuals, high-net-worth clients, and small business entities. The firm uses a combination of active and passive strategies across a range of asset classes and offers portfolio management on both discretionary and non-discretionary bases.

Charles Grigsby is a CFP® with five years of industry experience, currently serving at Forum Private Client Group since 2020. Prior to that, he worked for seven years at Forum Credit Union and is a member of its 401(k) Investment Committee. He holds life and health insurance licenses in Indiana. Forum Private Client Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts. The firm offers customized planning and portfolio construction using mutual funds, ETFs, individual securities, and third-party sub-advisers, regularly reviewing performance to support client investment decisions.

Matthew Smith is a financial advisor at Halter Ferguson Financial Inc in Carmel, IN, holding Series 65 and Series 63 licenses with three years of industry experience. He previously worked at Good Soil Investment Management, LLC for two years, where he served as a managing member. Smith’s background also includes eight years at CMS Energy Corporation. Halter Ferguson Financial provides fee-only financial planning and discretionary portfolio management to individuals, families, small businesses, trusts, charitable organizations, and employer-sponsored plans. The firm uses fundamental analysis and client-specific investment policy statements to guide investment decisions, offering diversified long-term strategies and a specialized “REBELLIONAIRE” program that incorporates options strategies and concentrated positions.

James Morrow is a financial advisor at LJI Wealth Management, LLC with 24 years of industry experience. He holds a Series 66 designation and has been with LJI Wealth Management since 2009. Outside of his advisory role, he serves as a FINRA arbitrator. LJI Wealth Management serves individuals, charitable organizations, corporations, and retirement plans, offering wealth management that integrates investment management, financial planning, and retirement plan consulting. The firm tailors portfolios to client objectives using a range of investment strategies, including fundamental, quantitative, and technical analysis, and manages accounts on both discretionary and non-discretionary bases.

Brent Emerick is a CFP® with 27 years of industry experience and currently serves at Harvest Investment Services, LLC. His prior experience includes roles at Wealth Advisory Solutions, LLC and Comprehensive Financial Planning Services Corp., where he worked for over three decades. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions. The firm offers discretionary portfolio management and financial planning through customized or model-based strategies, supporting clients with active tactical approaches and serving as an ERISA 3(38) investment manager when engaged.

Alexander Alessia is a CFP® with six years of industry experience, currently serving at FI3 Financial Advisors, LLC. His prior experience includes roles at Securities America Advisors, Securities America, Inc., The Spectrum Financial Group, Inc., Probo Medical, and Hanover College. FI3 Financial Advisors, LLC serves high-net-worth individuals and multi-generational families as a multi-family office, providing comprehensive wealth planning, tax and estate coordination, pension consulting, and investment management. The firm offers integrated financial planning and combines active and passive portfolio management across public and private asset classes, including private investment vehicles and proprietary private funds.

Collin Knecht is a financial advisor at Bedel Financial Consulting Inc with a Series 65 designation and one year of industry experience. He previously worked at Fi3 Advisors and Wallenius Wilhelmsen Solutions and spent several years as a student prior to his financial career. Bedel Financial Consulting provides customized portfolio management and financial planning services to individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm operates as a fee-only, registered investment adviser employing fundamental, technical, and quantitative analysis across a variety of instruments and strategies, including the use of derivatives and margin.

Kent Miiller is a CFP® professional with six years of experience in financial advising. He currently works at Elser Financial Planning, Inc. and previously held roles at Schwab Wealth Advisory, Charles Schwab, Castle Wealth Advisors, Money Concepts Capital Corp., United Capital, and Tri Green Tractor. Elser Financial Planning, Inc. is a fee-only firm serving individuals, trusts, estates, charitable organizations, and small businesses with personalized financial planning and portfolio management. The firm emphasizes a long-term, Modern Portfolio Theory–based investment approach using low-cost mutual funds and ETFs, managing over $1.13 billion in discretionary assets with a team of 13 advisors.

Kent Delph is a CFP® professional with eight years of industry experience. He currently serves as an advisor at Deerfield in Indianapolis, where he has worked since 2026. His prior experience includes roles at Facet Wealth, Evans May Wealth, Integrated Planning and Wealth Management, and Charles Schwab. Deerfield Financial Advisors provides wealth management, investment management, financial planning, and retirement plan consulting services to individuals, trusts, estates, business entities, and retirement plan sponsors. The firm uses a model-based, modified passive investment approach focused on diversification, low-cost funds, and tax-efficient trading, primarily implementing client accounts through Schwab platforms.

Richard Moss is a financial advisor with National Wealth Management Group, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at LPL Financial since 2011 and joined National Wealth Management Group in 2020. Outside of his advisory role, Moss is involved in supervising home visitations and reunification plans for at-risk youth through Damar Services Inc. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to each client and offers a range of services from portfolio management to retirement plan consulting, supported by a network of advisers and multiple program platforms.

Bryan Fawcett is a financial advisor at Four Quadrant Wealth Advisors, Inc. in Carmel, IN, holding a Series 65 designation with two years of industry experience. He previously worked at Thrivent Advisor Network, LLC dba PalomarWealth and Kershner Trading Group. 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 uses a variety of analytical methods to tailor advice to clients’ objectives and risk tolerance, managing portfolios with mutual funds, ETFs, equities, and fixed-income instruments.

Garrett Kern is a CFP® professional with three years of industry experience, currently serving at FI3 Financial Advisors, LLC. He has been with Fi3 Advisors since 2021 and previously worked at Butler University. FI3 Financial Advisors, LLC is a multi-family office serving high-net-worth individuals and multi-generational families, providing 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 proprietary private funds along with consolidated reporting across public and private holdings.

Jenel Darland is a financial advisor with Halter Ferguson Financial Inc. holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to joining Halter Ferguson Financial, she worked at Mercer Global Advisors Inc., PwC, and Raymond James Financial Services. Halter Ferguson Financial Inc. offers fee-only financial planning and discretionary portfolio management to individuals, families, small businesses, trusts, charitable organizations, and employer-sponsored plans. The firm’s investment approach relies on fundamental analysis and client-specific investment policy statements, with a focus on diversified, intermediate-to-long-term strategies and a specialized program incorporating options strategies for select clients.

Austin Stagman is a financial advisor at Bedel Financial Consulting Inc in Indianapolis, IN, with nine years of industry experience. He has been with Bedel Financial Consulting since 2016. He holds Series 63 and Series 65 designations. Bedel Financial Consulting provides customized portfolio management and financial planning for individuals, families, trusts, charitable organizations, institutions, and retirement plans. The firm uses a combination of fundamental, technical, and quantitative analysis across various investment strategies and operates as a fee-only registered investment adviser under a fiduciary standard.