Michael Mc Neal is a CFP® professional affiliated with The Wellington Grp LLC in Indianapolis, IN, with 10 years of industry experience. He has worked at several firms including Cfd Investments, Inc., Creative Financial Designs, and Avantax Investment Services. Outside of advisory roles, he operates McNeal Wealth Management, LLC, providing independent insurance sales and tax preparation services. The Wellington Group serves individuals, high-net-worth clients, and small business entities, offering wealth planning, financial planning, and portfolio management through a team structure. The firm employs a blend of passive and active management strategies, with an emphasis on customized investment policy statements and continuous monitoring.

Joshua John is a financial advisor at LJI Wealth Management, LLC in Indianapolis, IN, with 14 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with LJI Wealth Management since 2009. LJI Wealth Management serves individuals, charitable organizations, corporations, and retirement plans by providing wealth management that integrates investment management, financial planning, and retirement plan consulting. The firm uses a mix of fundamental, quantitative, and technical analysis to tailor portfolios across equities, fixed income, and ETFs, offering both discretionary and non-discretionary account management.

James Lewis III is a financial advisor with National Wealth Management Group, LLC, holding Series 63, 65, and 66 licenses and over 31 years of industry experience. His prior roles include positions at Independent Financial Partners, LPL Financial, SBC Wealth Management, J.P. Morgan Securities, Chase Investment Services Corp., and Edward Jones. 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’s investment approach is long-term and tailored to client objectives, utilizing a range of strategies and investment vehicles delivered through multiple program platforms and account structures.

Trae Hassebroek is a financial advisor at Howard Bailey Securities, LLC with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Howard Bailey Securities, he held roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory work, he is involved with the Impact Soccer Club. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, estates, qualified retirement plans, and various organizations. The firm combines fundamental and technical analysis with Modern Portfolio Theory to manage portfolios, provides access to third-party money managers and digital estate-planning tools, and offers insurance products through an affiliated business.

Hunter Bartholomew is a financial advisor at Monon Wealth Management in Indianapolis, IN, holding Series 65 and Series 66 licenses with two years of industry experience. His prior work includes roles at Monon Wealth Management and Kleenit Commercial Cleaning, as well as education at the College of the Holy Cross and Hamilton Southeastern High School. Monon Wealth Management is a mid-sized SEC-registered advisory team serving individuals, trusts, estates, businesses, and employer retirement plans. The firm provides comprehensive wealth management services combining investment management, financial planning, and retirement plan advisory, utilizing model portfolios with ETFs, mutual funds, stocks, and bonds in a generally long-term investment approach.

Susan Steel is a CFP® professional with 27 years of experience in the financial advisory industry. She has been with Deerfield Financial Advisors, Inc. in Indianapolis, IN since 1991. Deerfield Financial Advisors serves individuals, retirement plan sponsors, trusts, estates, and business entities with wealth management, discretionary investment management, financial planning, and retirement plan consulting. The firm utilizes model-based strategies overseen by an internal CIO cabinet and a modified passive, asset-class approach focusing on diversification, low-cost funds, and limited trading for tax efficiency.

Nicole Yankauskas is a CFP® professional with 12 years of industry experience, currently serving at Avalon Wealth Advisory, Inc. since 2011. She is part of a six-advisor team based in Indianapolis, IN. Avalon Wealth Advisory, Inc. provides personalized financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans, focusing primarily on high-net-worth clients. The firm uses a consultative approach that emphasizes traditional strategies and third-party manager selection, with a fee-only, negotiated annual fee structure.

Molly O'Shea is a financial advisor at NorthWest Financial Services Inc with four years of industry experience. She holds a Series 65 designation and previously worked for Two Five Apparel from 2014 to 2021. She also holds an insurance license obtained in 2022 and spends time evaluating and recommending insurance products 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 offers comprehensive financial planning and discretionary portfolio management, using a two-tiered investment approach that balances liquidity and long-term value-oriented strategies.

Shane Fagan is a financial advisor with Reify Wealth Advisors, Inc. in Indianapolis, IN, holding Series 66 and Series 63 credentials and having eight years of industry experience. His prior experience includes roles at American Funds, Charles Schwab & Co., Inc., and Conrad Santiago and Associates of Ameriprise Financial. Reify Wealth Advisors serves individual and high-net-worth clients as well as trusts, estates, and business entities, offering investment management, modular financial planning, administrative support, and tax preparation services. The firm follows a long-term buy-and-hold investment approach with primarily non-discretionary management, requiring client approval before implementing portfolio changes.

Lisa Angelo is a ChFC® with Halter Ferguson Financial Inc in Carmel, IN, where she has been working since 2016. She is part of an eight-advisor team and has 10 years of industry experience. 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 uses fundamental analysis and client-specific investment policies, offering diversified strategies and a specialized “REBELLIONAIRE” program that includes options strategies and concentrated positions.

Linda Murphy is a financial advisor at Elser Financial Planning, Inc. in Indianapolis, IN, with five years of industry experience and a Series 65 credential. She has been with Elser Financial Planning since 2006, contributing to the firm’s team of 13 advisors. Elser Financial Planning, Inc. is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, and small businesses. The firm offers comprehensive financial planning and investment management focused on long-term, Modern Portfolio Theory–based strategic asset allocation using low-cost mutual funds and ETFs.

Henry Dierkes is a financial advisor at Halter Ferguson Financial Inc with a Series 65 credential and one year of industry experience. His prior work includes roles at DoorDash and Annex Wealth Management. 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 emphasizes fundamental analysis guided by client-specific investment policy statements and offers both diversified long-term strategies and a specialized “REBELLIONAIRE” program involving concentrated positions and options strategies.

Maxwell Moritz is a CFP® with 10 years of industry experience, currently serving at The Wellington Group LLC since 2024. His prior experience includes roles at Wellington Wealth Strategies, Primerica Advisors, and Guardian Life Insurance Co. Outside of advisory work, he is involved with Wamberg Genomic Advisors, which focuses on genomic cancer profiling, and partners with Ag Exit LLC to consult with farmers and landowners on estate and sales planning. The Wellington Group provides wealth planning, consulting, and investment management services to individuals, high-net-worth clients, and small business entities. The firm utilizes a combination of active and passive strategies across various asset classes and offers portfolio management on both discretionary and non-discretionary bases.

James Stawick is a financial advisor at Harvest Investment Services, LLC in Indianapolis, Indiana, with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Harvest since 2019 and previously at Archer Investment Corporation from 2010 to 2019. In addition to his advisory role, he owns The Stawick CPA Group, a bookkeeping and accounting business serving small businesses. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions. The firm offers discretionary portfolio management, financial planning, and consulting, employing active tactical strategies and a combination of fundamental, technical, and quantitative analyses.

Raymond Kramer is a financial advisor at Monon Wealth Management in Indianapolis, IN, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Wells Fargo Advisors, FIFTH THIRD SECURITIES, The Huntington Investment Company, and Chase Investment Services. In addition to his advisory role, he occasionally sells life insurance and fixed/indexed annuities. Monon Wealth Management is a team of seven advisors managing approximately $547 million for around 505 clients, including individuals, trusts, estates, businesses, and employer retirement plans. The firm provides comprehensive wealth management services using a long-term investment approach with model portfolios and third-party managers.

Sarah Austin is a CFP® and holds a Series 65 license with nine years of industry experience. She has been with NorthWest Financial Services Inc in Indianapolis since 2016. Austin maintains an insurance license and dedicates time to evaluating and recommending insurance products for clients. NorthWest Financial Services primarily serves individual investors and offers financial planning along with discretionary portfolio management. The firm employs a two-tiered investment approach that balances near-term liquidity with longer-term mutual fund allocations, using an active, value-oriented philosophy.

Kathleen Tranovich is a CFP® and Series 65–registered advisor at Elser Financial Planning, Inc. in Indianapolis, IN, with 10 years of industry experience. She worked at Adam Smith Advisors for 10 years before joining Elser Financial Planning in 2021. Elser Financial Planning, Inc. is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, and small businesses. The firm provides comprehensive financial planning and portfolio management, emphasizing long-term, Modern Portfolio Theory–based strategic asset allocation implemented with low-cost mutual funds and ETFs, and manages over $1.13 billion in discretionary assets across a team of 13 advisors.

Allison Gruesbeck is a CFP® and ChFC® with 12 years of industry experience. She currently works at Elser Financial Planning, Inc. and has held prior roles at Ameriprise, Northwestern Mutual Wealth Management Company, and Charles Schwab, among others. Elser Financial Planning, Inc. is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes long-term, Modern Portfolio Theory–based strategic asset allocation with low-cost mutual funds and ETFs, managing over $1.13 billion in discretionary assets across a team of 13 advisors.

Joseph Williamson is a financial advisor with Williamson Legacy Group, LLC in Carmel, Indiana, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Prudential Equity Group, LLC, and Axxcess Wealth Management. Outside of his advisory work, he is involved with TSOAR Ministries, focusing on discipleship and ministry book sales. Williamson Legacy Group offers personalized financial planning and discretionary and non-discretionary investment advisory services to individuals, families, trusts, and institutions. The firm manages over $180 million in discretionary assets and employs a client-specific approach that combines fundamental and technical analysis to tailor portfolios according to individual objectives, tax considerations, and time horizons.

Christopher Evans is a financial advisor with Meridian Investment Advisors, Inc. in Indianapolis, IN. He holds Series 63 and Series 65 credentials and has 21 years of industry experience. Prior to joining Meridian in 2026, he worked for American Century Investments for 21 years and Equity Services, Inc. for one year. Meridian Investment Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers asset management, financial planning, pension consulting, and integrated tax services, using a modern portfolio theory approach focused on risk alignment and periodic review.