Ross Bennett is a financial advisor at Woodley Farra in Indianapolis, IN, holding a Series 66 designation and with 17 years of industry experience. He has been with Woodley Farra since 2010. Woodley Farra provides discretionary and non-discretionary investment management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $2.05 billion in discretionary assets and employs a combination of fundamental, quantitative, technical, and economic analysis in its investment process, focusing primarily on large-capitalization companies and investment-grade fixed income.

Andrea Gasaway is a financial advisor with Asset Management Strategies, Inc. based in Lafayette, IN. She holds a Series 65 designation and has three years of industry experience. Her prior work includes nine years at Gasaway Business Group and ten years at Bluesafe Financial. Asset Management Strategies, Inc. provides financial planning and investment management services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and institutional clients. The firm’s investment approach focuses on asset allocation within a trend-following framework, primarily using passive index funds and ETFs.

Tiffany White is a CFP® at Halter Ferguson Financial Inc with 11 years of industry experience. She has been with Halter Ferguson Financial since 2007. Halter Ferguson Financial provides fee-only financial planning and discretionary portfolio management to a diverse range of clients, including individuals, families, small businesses, trusts, charitable organizations, and employer-sponsored plans. The firm’s investment approach is driven by fundamental analysis and client-specific investment policy statements, with specialized offerings such as a branded options strategy program and involvement in a privately offered fund.

Kal Owen is a financial advisor with Four Quadrant Wealth Advisors, Inc. in Carmel, IN, holding a Series 66 designation and six years of industry experience. Prior to joining Four Quadrant Wealth Advisors in 2021, he worked at several firms including First Command Advisory Services and PerMar Security. Owen also serves as a sergeant and production controller in the Indiana Army National Guard, a role he has held since 2010. Four Quadrant Wealth Advisors serves individual and high-net-worth clients as well as professional partnerships, corporations, and medical and dental practices. The firm offers personalized financial planning and discretionary portfolio management, using a variety of analytical methods and a range of securities to tailor advice to clients’ objectives and risk tolerance.

Hilary Hendershott is a CFP® and Series 65 credentialed advisor with 18 years of industry experience. She is the managing member and investment adviser representative at Hendershott Wealth Management, LLC, where she has worked since 2014. Hilary previously worked at Bhpr Equity Research Corp and operated Hilary Hendershott Financial, LLC. Hendershott Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $305.8 million in client assets. The firm provides primarily non-discretionary portfolio management, financial planning, and consulting services through a combination of firm model portfolios, third-party asset managers, and specialized programs such as Ignite Investing for smaller accounts.

David Peterson is a financial advisor at Teeple Snyder Newsome Wealth & Tax Management with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. and Married Money Financial Counseling. He also served at Trinity Mennonite Church for eight years. Teeple Snyder Newsome Wealth & Tax Management advises individuals, pension and profit-sharing plans, and business clients, offering asset management, financial planning, ERISA 3(21) advisory services, and tax preparation. The firm focuses on diversified, multi-asset portfolios with strategic allocation and rebalancing, and combines a large non-discretionary asset base with integrated tax and accounting services.

Charles Castino is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with Indie Asset Partners, LLC and previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of his advisory role, Mr. Castino also acts as an independent insurance agent. Indie Asset Partners provides financial planning, portfolio management, multi-family office, and retirement plan advisory services to a range of clients including high-net-worth individuals and private investment funds. The firm manages portfolios using various instruments and alternative investments, and is notable for its affiliated fund platform and cross-disciplinary affiliation with a law firm.

Kyle Marburger is a financial advisor at Wealth Advisory Solutions, LLC with nine years of industry experience. He holds the Series 65 designation and has previously worked at Sterling & Stein Financial Services and O'Neill Asset Management, LLC. 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 an individualized process with strategic and tactical asset allocation, utilizing a core-and-satellite approach and a combination of fundamental and technical analysis.

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 with Gimbal Financial, LLC in Carmel, Indiana, holding Series 63 and Series 66 licenses and accumulating 26 years of industry experience. He has been with Gimbal Financial since 2012 and maintains a concurrent affiliation with LPL Financial dating back to 2003. Gimbal Financial serves individuals, trusts, estates, small businesses, retirement plans, and certain brokerage customers, offering discretionary asset management through a wrap-fee program as well as retirement plan and variable annuity consulting. The firm employs diversified investment strategies tailored to client objectives and reviews accounts at least annually.

Jason Smith is a financial advisor with Four Quadrant Wealth Advisors, Inc. in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Four Quadrant since 2004. Outside of advising, he is the CEO of Smith Ryan Financial, a dental practice consulting business, and volunteers on the finance committee of Joy's House. Four Quadrant Wealth Advisors serves individual and high-net-worth clients, as well as professional partnerships, corporations, and medical and dental practices, offering personalized financial planning and discretionary portfolio management. The firm uses a variety of analytical methods and implements portfolios with mutual funds, ETFs, equities, and fixed-income instruments tailored to client objectives and risk tolerance.

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 CFP® professional with eight years of industry experience, currently serving as an advisor at NorthWest Financial Services Inc since 2017. Her prior experience includes roles at Hawtree & Associates, CPA, and Olivet Nazarene University. She holds an insurance license and dedicates time to evaluating and recommending insurance products for clients. NorthWest Financial Services is a team-based registered investment adviser that primarily serves individual and high-net-worth clients, as well as trusts and estates. The firm offers comprehensive financial planning and discretionary portfolio management, employing a two-tiered investment approach focused on liquidity preservation and long-term, value-oriented active management.

Mark Lux is a financial advisor at Parkwoods Wealth Partners, LLC in Carmel, IN, with 18 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes ten years at Shoreline Asset Management, LLC, and he has also operated Mark E Lux Insurance Inc., a non-investment related business, since 1988. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations. The firm emphasizes a long-term, asset-allocation investment approach grounded in Modern Portfolio Theory and offers services including investment management, financial planning, retirement plan consulting, and employee financial wellness training.

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.

Matthew Wilson is a financial advisor at Storen Financial with six years of experience at the firm and additional industry experience dating back to 2009. He holds Series 65 and Series 63 licenses and has previously worked at Simplicity Investments, Inc., Oxford Financial Group, LTD, and WSA Pension Services/Canterbury Benefits Solutions/Skyburz Pension Group. Storen Legacy Partners, LLC is a multi-advisor registered investment adviser managing approximately $438 million for individuals, trusts, estates, employer retirement plans, and corporate entities. The firm employs a disciplined investment process combining fundamental and technical analysis with modern portfolio theory, utilizing a range of strategies including ETFs, mutual funds, alternatives, direct indexing, and digital assets.

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.