Tracy Colson is a financial advisor with Woodley Farra in Indianapolis, IN, holding Series 63 and Series 65 licenses and having 18 years of industry experience. Prior to joining Woodley Farra in 2023, she worked at Goelzer Investment Management for seven years and at Campbell And Co CPAs for one year. Woodley Farra provides discretionary and non-discretionary investment management services to a range of clients including individuals, pension plans, trusts, charitable organizations, and institutional mandates. The firm employs a multi-faceted investment approach focusing on equity portfolios of larger-cap companies and offers named strategies such as the Core Value Portfolio and Dividend Portfolio alongside fixed income solutions.

Ronald Campbell is a CFP® and Series 63 credentialed advisor with over 31 years of industry experience. He has been with Intrepid Financial Planning Group, LLC since 1998 and has operated his own CPA and attorney practice since 1984, offering tax and accounting services alongside financial planning. Intrepid Financial Planning Group, LLC provides discretionary, fee-based investment management to individuals, families, business entities, trusts, estates, pension and profit-sharing plans, and charitable trusts. The firm employs a strategic asset allocation approach grounded in Modern Portfolio Theory, emphasizing diversification, tax efficiency, and cost control, and manages approximately $355 million in client assets.

Patrick Roberts is a financial advisor with Market Street Wealth Management Advisors, LLC, holding a Series 65 credential and 11 years of industry experience. He has been with Market Street Wealth Management Advisors since 2015 and previously worked at Veros Partners, Inc. from 2014 to 2015. 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 mutual funds, ETFs, third-party sub-advisors, and specialist strategies as part of its investment approach.

Kathleen Steinman is a financial advisor at Elser Financial Planning, Inc. in Indianapolis, IN. She holds a Series 65 designation and has been with Elser Financial Planning since 2025. Prior to joining the firm, she worked at Office Depot and was a student for several years. Elser Financial Planning is a fee-only advisory firm that serves individuals, trusts, estates, charitable organizations, and small businesses with comprehensive financial planning and portfolio management. The firm employs a long-term, Modern Portfolio Theory–based investment approach using low-cost mutual funds and ETFs, alongside individual securities when appropriate.

Caleb Tyner is a financial advisor with Gimbal Financial, LLC, holding Series 65 and Series 66 licenses. He has one year of industry experience and previously worked at DOZ and has been involved in educational roles at Murray State School of Business and Murray State University. Gimbal Financial serves individuals, trusts, estates, small businesses, and retirement plans, offering discretionary asset management through a wrap-fee program, retirement plan consulting, and variable annuity consulting. The firm employs diversified investment allocations and conducts annual account reviews, managing approximately $290 million for about 380 clients.

Christopher Weiss is a CFP®-certified financial advisor at Wallington Asset Management with 10 years of industry experience. He has been with Wallington Asset Management since 2012. Wallington Asset Management is a team-based SEC-registered investment adviser managing over $1.3 billion in discretionary assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers tailored portfolio management and financial planning services using a multi-factor equity selection framework and targeted fixed-income strategies, alongside distinct Asset Management and Capital Advisory Programs.

Julian Simmerman is a financial advisor at 1834 Investment Advisors Co. in Indianapolis, holding a Series 66 credential with five years of industry experience. His prior roles include positions at Mutual of America Life Insurance Company and J.P. Morgan Securities LLC. 1834 Investment Advisors provides investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients, employing customized portfolio strategies and discretionary management. The firm is a wholly owned subsidiary of Old National Bancorp and collaborates closely with Old National Bank, offering specialized services including private investment consulting and management of defined benefit plans.

Susan Jones is a Series 65-registered advisor with Financial Enhancement Group in Anderson, IN, where she has worked since 2012. She has seven years of industry experience. Financial Enhancement Group provides discretionary asset management and financial planning to individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities through its multi-advisor platform. The firm uses a combination of fundamental and technical analysis, proprietary research models, and tactical overlays to manage portfolios, and employs AI tools and specialized sub-advisors to support its investment strategies.

Jamie Burton is a financial advisor at Financial Enhancement Group with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Financial Enhancement Group since 2017, following roles at Consider This and Brunette and Associates LLC. Financial Enhancement Group provides discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm utilizes a combination of fundamental and technical analysis, proprietary research models, tactical overlays, and AI tools to manage portfolios and supports specialized strategies through sub-advisors.

Michael Charles is a CFP® professional with 24 years of industry experience. He has been with Wallington Asset Management since 2012 and previously worked at TIAA-CREF, City Securities Corporation, and Natcity Investments, Inc. He holds Series 63 and Series 65 licenses. Wallington Asset Management is a team-based, SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a multi-factor approach to equity selection and macroeconomic analysis for fixed income, offering tailored portfolio management and consulting services across various account sizes.

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.

John Glander is a financial advisor at Golden Reserve Retirement, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Enterprise, The Prudential Insurance Company of America, BMO Harris Bank, Northwestern Mutual, and Charles Schwab. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, employing a long-term, predominantly passive investment approach based on modern portfolio theory. The firm offers discretionary management, estate-planning, and tax-preparation services through affiliated entities, and maintains formal affiliations with a law firm and a tax affiliate as part of its advisory offering.

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.

Ivy Emerick is a CFP® with 26 years of experience in financial advisory. She currently works at Harvest Investment Services, LLC and has previously been with Wealth Advisory Solutions, LLC and Comprehensive Financial Planning Services Corp. Harvest Investment Services, LLC manages approximately $534 million in client assets and serves a diverse client base including individuals, retirement plans, trusts, and corporations. The firm employs an actively managed tactical investment approach and offers a range of services such as portfolio management, financial planning, pension consulting, and held-away 401k management through a multi-advisor team structure.

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.

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.

Seth Grimme is a financial advisor with Financial Enhancement Group, holding a Series 65 credential and six years of industry experience. He has been with Financial Enhancement Group since 2018 and previously worked at IU Kokomo from 2015 to 2018. Financial Enhancement Group provides discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm employs a multi-advisor platform that integrates fundamental and technical analysis, proprietary research models, tactical overlays, and AI tools to manage diversified portfolios and specialized strategies.

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.