Peter Welsh is a financial advisor at Invst, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Thurston Springer and OneAmerica Securities. In addition to his advisory role, he serves as Managing Director of Retirement and Wealth at Ispira Financial in a management capacity. Invst, LLC provides financial planning, consulting, investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets and employs a team of 33 advisors, utilizing a combination of fundamental, technical, and cyclical analysis to build diversified portfolios.

Kyle Marburger is a financial advisor at Wealth Advisory Solutions, LLC with nine years of industry experience. He holds a Series 65 credential and has worked at firms including Sterling & Stein Financial Services and O'Neill Asset Management, where he also served in office support and insurance services roles. Wealth Advisory Solutions, LLC provides financial planning, investment consulting, and asset management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a process that starts with thorough fact-finding and a written financial plan, implementing strategies using a mix of fundamental and technical analysis with strategic and tactical asset allocation.

Elaine Kops Bedel is a CFP® with 25 years of industry experience and has been with Bedel Financial Consulting, Inc. since 1989. She previously worked at the Indiana Economic Development Corporation and the Indiana Destination Development Corporation. Elaine is an original member of Capstone, LLC, a network of financial planners focused on sharing ideas and strategies. Bedel Financial Consulting provides customized portfolio management and financial planning services to individuals, families, trusts, and institutions. The firm is a fee-only registered investment adviser known for its use of fundamental, technical, and quantitative analysis, and its management approach includes strategies such as derivatives and margin transactions.

Greg Haney is a financial advisor with Intrepid Financial Planning Group, LLC in Carmel, IN, holding a Series 63 designation and 26 years of industry experience. He has been with Intrepid Financial Planning since 1999 and also operates Haney CPA Group, a CPA firm based in Indianapolis, where he has worked for over 40 years. Additionally, he is the owner and CEO of H&G Inc., a holding company located in Indianapolis. 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, focusing on diversification, tax efficiency, and cost control, and manages approximately $355 million in client assets.

Douglas Shrieve is a financial advisor at Gimbal Financial, LLC with 27 years of industry experience. He holds Series 63 and 66 licenses and has worked previously at LPL Financial and A. G. Edwards & Sons. Outside of his advisory role, his firm sells a published book titled *Financial Survivors* authored by a colleague. 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 using diversified allocations and performs annual reviews, operating as a six-advisor team managing approximately $290 million across 380 clients.

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 Wilson is a financial advisor with Storen Financial, holding Series 63 and Series 65 licenses. He has six years of experience at Storen Financial and has previously worked at Simplicity Investments, Inc., Oxford Financial Group, LTD, and WSA Pension Services. Storen Legacy Partners, LLC is a multi-advisor registered investment adviser managing approximately $438 million for a diverse client base that includes individuals, trusts, estates, retirement plans, and corporate entities. The firm employs a blend of fundamental and technical analysis combined with modern portfolio theory and broad asset-class allocation, using a range of investment strategies and active portfolio management supported by third-party money managers and specialized operational platforms.

Greg Storen is a financial advisor with Storen Financial in Zionsville, Indiana, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at LPL Financial, Brass Tax Wealth Management, and Invest Financial Corporation. In addition to advisory work, he is involved in tax preparation and CPA services through his own tax and financial group. Storen Legacy Partners, LLC, where he is a managing member, provides portfolio management, retirement plan consulting, and financial planning services to institutional and pooled-investment clients. The firm combines in-house portfolio oversight with third-party manager selection and discretionary authority to tailor investment strategies across public and private securities.

Matthew Smith is a financial advisor at Halter Ferguson Financial Inc with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Good Soil Investment Management, LLC and CMS Energy Corporation. He is a managing member of Good Soil Investment Management, LLC, an exempt reporting adviser. Halter Ferguson Financial Inc provides fee-only financial planning and discretionary portfolio management to individuals, families, small businesses, trusts, charitable organizations, and employer-sponsored plans. The firm focuses on fundamental analysis and client-specific investment policy statements, offers a branded options strategy program, and manages a privately offered fund while monitoring held-away accounts through a third-party platform.

Elizabeth Sturgeon is a financial advisor at Wealth Advisory Solutions, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney and Intelligent Design Advisors, LLC. Outside of her advisory role, she serves as president and a board member of Heath Farms Inc., an agricultural business. Wealth Advisory Solutions, LLC provides financial planning, investment consulting, and asset management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a personalized approach that includes developing written financial plans and Investment Policy Statements, and uses strategic and tactical asset allocation with a combination of fundamental and technical analysis.

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® professional with six years of experience in financial advising. He is currently with FI3 Financial Advisors, LLC and has previously worked at Securities America Advisors, The Spectrum Financial Group, and Probo Medical. Alessia holds Series 63 and Series 65 licenses. 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 combines active and passive portfolio management with integrated financial planning and offers private investment vehicles to accredited investors.