David Yearwood is a financial advisor with Charter Advisory Corporation in Indianapolis, IN, holding a Series 63 credential and over 40 years of industry experience. He has been with Charter Advisory Corporation since 1987 and has also worked at LPL Financial since 2009. Outside of advisory services, he is involved in the publishing industry through Michael Stafford Publishing, LLC, which invests in the launch and marketing of political fiction novels. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $333 million in client assets and utilizes a combination of fundamental and technical analysis alongside model- and manager-based solutions through LPL-sponsored programs.

Tiffany Spudich is a financial advisor with Capital Cities Investments, holding a Series 65 designation and 21 years of industry experience. She has worked at Capital Cities, LLC and Capital Cities Investments, Inc. since 2004. Capital Cities Investments serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employee benefit plans, providing discretionary portfolio management, modular financial planning, and pension consulting. The firm’s investment approach combines asset-allocation modeling with active and passive manager implementation, utilizing mutual funds, ETFs, and third-party platforms for portfolio management and rebalancing.

Steven Smith is a financial advisor with Wealth Advisory Solutions, LLC in Zionsville, IN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Citigroup Global Markets, and UBS Financial Services. Outside of advisory work, he co-owns a business that buys and sells historic cars and manages a timber-growing enterprise with his spouse. 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 process incorporating strategic and tactical asset allocation and serves both discretionary and non-discretionary accounts.

Park Leacock is a financial advisor at Monument Advisers with four years of industry experience. He holds a Series 65 designation and previously worked at Teeple Wealth Management, Belle Tire, and State Farm. Outside of advising, he is the founder and president of Imperium Coffee House LLC, a café in Brownsburg, Indiana, and also leads Smith & Leacock, LLC, a holding company related to a coffee patent. Monument Advisers is a fee-only investment management and financial planning firm serving individuals, high-net-worth clients, charitable organizations, pooled vehicles, and corporate clients. The firm uses asset-allocation principles and modern portfolio theory to construct portfolios with a mix of passive and active funds, offering both discretionary and non-discretionary management along with values-based investing options.

Kevin Zeyen is a financial advisor at The Wellington Grp LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MML Investor Services, MassMutual Life Insurance Company, and Prudential-related firms. Outside of his advisory role, he owns KS Business Consulting LLC, where he provides consulting services on various business topics. The Wellington Group offers wealth planning, financial planning, and portfolio management services to individuals, high-net-worth clients, and small businesses. The firm employs a team structure and combines passive and active management strategies, including allocations to third-party managers and alternative investment vehicles tailored to client-specific objectives.

Julie Thompson is a financial advisor with Charter Advisory Corporation in Indianapolis, IN. She holds a Series 63 designation and has 34 years of industry experience. Julie has worked at LPL Financial LLC since 2009 and has been with Charter Advisory Corporation since 1984. She is also a notary public. 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, offering portfolio management using fundamental and technical analysis, rebalancing, ongoing reviews, and financial planning.

Donald Phelan is a financial advisor with Williamson Legacy Group, LLC in Carmel, IN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His previous roles include positions at Wells Fargo Clearing, Axxcess Wealth Management, and A. G. Edwards & Sons. He serves as president of the Economic Development Committee for the Town of Fishers, IN. Williamson Legacy Group provides personalized financial planning and investment advisory services to individuals, families, trusts, and qualified retirement plans. The firm combines fundamental and technical analysis with client-specific financial plans to tailor portfolio strategies, managing over $183 million in discretionary assets.

Jason Armbrust is a CFP® professional with 10 years of experience in the financial advisory industry. He is currently with Avalon Wealth Advisory, Inc., where he has worked since 2021, and previously spent five years at Oxford Financial Group, Ltd. Located in Indianapolis, IN, he holds the Series 66 license in addition to his CFP® designation. Avalon Wealth Advisory, Inc. provides personalized financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans, focusing on high-net-worth clients. The firm employs a consultative approach, emphasizing traditional strategies, manager selection, and client-directed decisions without discretionary trading authority.

Tyler Wyss is a financial advisor at Golden Reserve Retirement, LLC with four years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Howard Bailey Financial, Charles Schwab & Co., Inc., Westpoint Financial Group, Cunningham Agency, and Walls Down Ministry. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, emphasizing long-term trading, diversification, and the use of passive, low-cost investments. The firm integrates affiliated estate planning and tax services within a negotiated fixed annual fee structure.

Layton John is a financial advisor at LJI Wealth Management, LLC with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with LJI Wealth Management since 2007. Outside of his advisory role, he owns and manages a restaurant and bar called The Dugout. LJI Wealth Management serves individuals, charitable organizations, corporations, and retirement plans by providing wealth management that includes investment management, comprehensive financial planning, and retirement plan consulting. The firm employs a range of investment strategies tailored to client objectives and manages accounts on both discretionary and non-discretionary bases.

Andrew Renz is a CFA® charterholder with three years of experience advising clients at Invst, LLC in Indianapolis, IN. Prior to joining Invst, he worked at Indiana University Health and RSM US LLP. Invst, LLC provides financial planning, consulting, investment management, and retirement plan consulting to individual and institutional clients. The firm uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and manages approximately $1.565 billion in assets for over 2,100 clients.

Michael Manion is a financial advisor at Woodley Farra in Indianapolis, IN, with 42 years of industry experience. He has been with Woodley Farra Portfolio Management since 1999 and previously operated M.W. Manion Investment Counsel from 1997 to 2006. Woodley Farra provides discretionary and non-discretionary investment management to a diverse client base, including individuals, pension plans, trusts, charitable organizations, corporations, and institutions. The firm focuses on equity portfolios of larger-capitalization companies and employs a four-pronged investment analysis, with quarterly reviews and reporting.

Jack Kowal is a CFP® with 27 years of industry experience and has been with Quantum Financial Services Inc. in Indianapolis, IN since 1994. He holds a Series 63 license and works as part of a two-advisor team at the firm. Quantum Financial Services serves individual and high-net-worth clients as well as institutional entities including corporate pension plans, trusts, estates, and charitable organizations. The firm provides portfolio management, investment consulting, financial planning, and estate planning, using a combination of fundamental and quantitative analysis alongside third-party research.

Stephanie Ashley is a financial advisor with Elevated Financial Group in Indianapolis, holding Series 63 and Series 66 designations and nine years of industry experience. Her prior roles include positions at Invst, LLC, Beacon Pointe Advisors, Commonwealth Financial Network, and Charles Schwab. In addition to her advisory work, she is active as an insurance agent with various carriers. Elevated Financial Group serves individual and high-net-worth households as well as retirement plan sponsors, offering discretionary portfolio management, financial planning, retirement plan advisory, and consulting services. The firm utilizes a combination of fundamental, quantitative, and technical analysis within a buy-and-hold framework and incorporates technology, including AI-enabled systems, to support portfolio oversight.

Elizabeth Ritz is a financial advisor at Gimbal Financial, LLC in Carmel, IN, with six years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Thurston Springer Financial for five years and Bristal Lane Group for one year. Before entering the financial industry, she spent 16 years working at College Park Church. Gimbal Financial serves individuals, trusts, estates, small businesses, retirement plans, and certain brokerage customers of Mutual Securities. The firm offers discretionary asset management through a wrap-fee program, retirement plan consulting, and variable annuity consulting services, managing diversified portfolios tailored to client objectives and conducting annual account reviews.

Terence Weiss is a financial advisor at Wallington Asset Management with 24 years of industry experience. He has been with Wallington Asset Management since 2007 and holds a Series 63 designation. Wallington Asset Management is an SEC-registered, team-based investment adviser managing over $1.3 billion in discretionary assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a multi-factor approach to equity selection and integrates macroeconomic analysis for fixed-income portfolios, offering tailored strategies across its Asset Management and Capital Advisory Programs.

Donald Woodley is a CFA® charterholder based in Indianapolis, Indiana, with 42 years of experience in the financial industry. He has been with Woodley Farra Portfolio Management Inc. since 1995. Woodley Farra provides discretionary and non-discretionary investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and institutional clients. The firm emphasizes equity portfolios of larger-capitalization companies and employs a four-pronged investment analysis approach, managing approximately $2.32 billion in assets for about 1,591 clients.

Benjamin Hecht is a financial advisor with Williamson Legacy Group, LLC in Carmel, Indiana. He holds a Series 66 designation and has 11 years of industry experience. Prior to joining Williamson Legacy Group in 2022, Hecht worked at Axxcess Wealth Management and Wells Fargo Clearing. He is also licensed as an insurance agent and sells life insurance products on a commission basis. Williamson Legacy Group provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a client-specific financial planning process combined with both fundamental and technical analysis to develop long-term portfolio strategies, managing approximately $183 million in discretionary assets for roughly 343 clients.

Kathleen Hudock is a financial advisor at Pekin Hardy Strauss, Inc. in Carmel, IN, holding Series 65 and Series 66 licenses with nine years at Pekin Hardy Strauss and one year of prior experience at TD Ameritrade. Pekin Hardy Strauss, Inc. provides investment management, financial planning, and retirement plan services to individuals, pension plans, charitable organizations, and corporations. The firm employs a fundamental analysis approach with consideration of ESG factors, utilizing a range of instruments and strategies—including derivatives and pooled investment vehicles—to tailor portfolios to client objectives and risk tolerances.

Sarah Sepulveda is a CFP® and Series 65-licensed financial advisor with five years of industry experience. She is currently with An Exceptional Life Financial, LLC, where she has worked since 2023. Prior to that, she was with The H Group, Inc. from 2018 to 2023 and was involved with the Boys & Girls Club of Salem, Marion and Polk Counties from 2016 to 2018. 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 manages approximately $259 million in assets, using a blend of passive and active investment strategies tailored to each client, along with ongoing portfolio supervision and advice on held-away accounts.