Cara Buchanan is a CFP® and holds a Series 66 license with 11 years of industry experience. She is currently with Bedel Financial Consulting Inc, joining in 2025 after roles at Ellenbecker Investment Group and Robert W. Baird & Co. prior to that. Bedel Financial Consulting provides customized portfolio management and financial planning to a range of clients, including individuals, families, trusts, charitable organizations, and institutions. The firm employs a fiduciary standard, utilizes a combination of fundamental, technical, and quantitative analysis, and manages accounts using diverse strategies such as derivatives and margin transactions.

Eric Shetter is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Elser Financial Planning, Inc. in Indianapolis, Indiana. He has been with Elser Financial Planning since 2017. Prior to his advisory career, he worked for 16 years at MSD of Lawrence Township. Elser Financial Planning, Inc. is a fee-only advisory firm offering personalized financial planning and portfolio management to individuals, trusts, estates, charitable organizations, and small businesses. The firm uses a long-term, Modern Portfolio Theory-based investment approach with low-cost mutual funds and ETFs, managing over $1.13 billion in discretionary assets through a team of 13 advisors.

Justin Brammer is a financial advisor at Elevated Financial Group in Indianapolis, holding Series 63 and Series 65 designations with nine years of industry experience. His prior roles include positions at Jarred Bunch Consulting, LLC, Invst, Park Ave Securities LLC, and Horizon Planning Group. Outside of advisory work, he serves as an insurance agent and is the managing member of Brammer Financial, LLC, a bookkeeping entity for advisory compensation. Elevated Financial Group serves individual and high-net-worth households as well as retirement plan sponsors, offering discretionary portfolio management, financial planning, retirement-plan consulting, and coordination of private or alternative investments. The firm employs a diversified, technology-supported investment approach managed by a seven-advisor team overseeing regulatory assets above $500 million.

Adriane Kulczar is a financial advisor at Market Street Wealth Management Advisors, LLC in Indianapolis, IN, holding Series 65 and Series 66 licenses with three years of industry experience. Her prior work includes roles at LPL Financial, CX Institutional, and PNC Bank. Market Street Wealth Management Advisors serves individual and institutional clients, including high-net-worth individuals, businesses, foundations, charitable organizations, and retirement plans. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing asset allocation mainly through mutual funds and ETFs, complemented by third-party sub-advisors and specialist strategies.

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.

Natalia De Ugarte Munoz is a financial advisor at Woodley Farra in Indianapolis, IN, holding a Series 65 designation with two years of industry experience. Her prior roles include positions at Maromo Holdings LP and Stagewood Consortium. Woodley Farra offers discretionary and non-discretionary investment management services to a diverse client base, including individuals, pension plans, trusts, and institutions. The firm focuses on equity portfolios concentrated in larger-cap companies and employs a multi-faceted investment analysis with regular portfolio reviews and client reporting.

Edward Gill III is a financial advisor with Invst, LLC, holding a Series 66 credential and bringing 10 years of industry experience. Prior to joining Invst in 2024, he worked at Northwestern Mutual Wealth Management Company, Mark Wise, and Wells Fargo Advisors. Outside of finance, he owns and manages All Out Training, a basketball skill development business, and serves as a basketball analyst for Fox Sports. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs fundamental, technical, and cyclical analysis to build diversified portfolios and serves over 2,000 clients with more than $1.5 billion in assets under management.

Crystal Jacquay is a Series 65-licensed advisor at Avalon Wealth Advisory, Inc. with six years at the firm and a total of ten years in the financial industry. She previously worked at Oxford Financial Group for nine years before joining Avalon. Avalon Wealth Advisory provides personalized financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm focuses on a consultative approach, working with clients on asset allocation and manager selection while emphasizing traditional strategies and client-directed decisions.

William Gonzales is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with Omega Wealth Private Capital LLC and has previously worked at Foundations Investment Advisors, Gradient Advisors, Regal Investment Advisors, and Farrah Tax Group. Gonzales also owns Absolute Wealth Management, where he provides financial and insurance services. Omega Wealth Private Capital LLC offers discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm serves both high-net-worth and non-high-net-worth clients through model portfolios and managed accounts, employing a combination of fundamental and technical analysis alongside third-party sub-advisory model portfolios.

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.

Bauer Schmeltz is a CFP® professional with 10 years of industry experience, currently serving at Financial Plans & Strategies, Inc. since 2020. Prior to that, he worked at Charles Schwab & Co., Inc. and Foresters Financial Services. Outside of advisory work, he is an owner and insurance agent at Financial Planning Investments Inc. and an investor in MVMT House in Indianapolis. Financial Plans & Strategies, Inc. provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary asset management and tailors portfolios using fundamental and technical analysis, conducting ongoing monitoring and periodic client reviews.

Seth Raymond is a financial advisor at Financial Plans & Strategies, Inc., holding a Series 65 designation with one year of industry experience. Prior to joining Financial Plans & Strategies, he worked at Myers and Stauffer and Upper Crust and has experience with Butler University and Indy Premier Soccer Club. Financial Plans & Strategies, Inc. provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored retirement plans. The firm customizes portfolios based on client objectives, using both fundamental and technical analysis, and offers ongoing monitoring, rebalancing, and client reporting.

Nathaniel White is a financial advisor with Invst, LLC, holding a Series 65 designation and one year of industry experience. He previously worked at Spectrum Wealth Management, Oxford Financial Group, and Stifel. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm uses a combination of fundamental, technical, and cyclical analysis to build diversified portfolios and manages approximately $1.565 billion in assets for over 2,100 clients.

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.

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.

Shaun Irwin is a CFP® professional with 20 years of experience in the financial industry. He has worked at Forum Private Client Group since 2018 and previously was with JP Morgan Private Bank for three years. He serves as Secretary and Finance Committee member for the Fishers Youth Initiative and is Secretary on the Board of the Financial Planning Association of Greater Indiana. Forum Private Client Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts, combining customized financial planning with portfolio construction across a range of investment vehicles and third-party managers.