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.

Kimberly Bright is a financial advisor at Woodley Farra with 16 years of industry experience. She holds a Series 65 designation and has been with Woodley Farra since 2009. Outside of her advisory role, she performs temporary administrative data entry work unrelated to investments. Woodley Farra provides investment management services to individuals, institutions, and charitable organizations, focusing on equity portfolios of larger-capitalization companies alongside fixed income and preferred securities. The firm employs a four-pronged investment analysis and manages approximately $2.32 billion in assets across 1,591 clients.

Jeanette Mccormick is a financial advisor with Williamson Legacy Group, LLC in Carmel, IN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Axxcess Wealth Management. She serves as chapter treasurer for the charitable organization Tri Kappa. Williamson Legacy Group offers personalized financial planning and investment advisory services to individuals, families, trusts, estates, and qualified retirement plans. The firm employs both fundamental and technical analysis to develop customized portfolio strategies and manages approximately $183 million in discretionary assets across a team of five advisors.

Kathryn Lester is a Series 66-licensed financial advisor at Vandalia Wealth with 27 years of industry experience. Her prior roles include positions at Robert Baird & Co. and Jjb Hillisrd Wl Lyons LLC. Outside of her advisory work, she serves on finance and investment committees for religious organizations and participates in local nonprofit and condominium boards. Vandalia Wealth provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm utilizes a mix of low-cost mutual funds, ETFs, individual securities, and alternative investments within primarily model-based portfolios and maintains a fiduciary standard in its investment approach.

Sina Nowak is a financial advisor at Charter Advisory Corporation with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charter Advisory Corporation since 2016. Prior to that, he was associated with LPL Financial LLC from 2015. Outside of advising, Nowak is a licensed real estate sales associate and has involvement with a lawn service company. Charter Advisory Corporation provides 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, using a combination of fundamental and technical analysis, model portfolios, and discretionary trading authority.

Brady Johnson is a financial advisor at Curry Webb Wealth Management LLC in Indianapolis, holding a Series 65 credential with one year of industry experience. Prior to joining the firm in 2025, he was a student from 2008 to 2025. Curry Webb Wealth Management provides customized financial planning and discretionary investment management primarily to individual investors and trusts. The firm uses a diversified asset allocation approach focused on mutual funds and ETFs, supported by regular investment committee reviews and integrates financial planning into its advisory services without separate fees.

Thomas Adamczyk is a financial advisor with Intrepid Financial Planning Group, LLC in Carmel, IN, holding a Series 63 designation and 25 years of industry experience. He has worked at Intrepid Financial Planning since 2000 and concurrently operates Adamczyk & France CPA, P.C. since 1987. 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, emphasizing diversification, tax efficiency, and cost control, while managing about $355 million in client assets.

Phillip Clark is a financial advisor with Invst, LLC in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked with Jarred Bunch Consulting, LLC since 2016 and Sii since 2013. Outside of his advisory role, Phillip is also a personal trainer. Invst, LLC provides financial planning, consulting, investment management, and retirement plan consulting to individuals—including high-net-worth clients—as well as pension and profit-sharing plans. The firm employs 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.

Philip Byers Jr. is a financial advisor with Gimbal Financial, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Citigroup Global Markets, Morgan Stanley, and Raymond James Financial. He is also the owner of Phil Byers, LLC, a non-investment-related support company. Gimbal Financial, a six-advisor team, manages discretionary wrap-fee accounts for individuals, trusts, estates, small businesses, and retirement plans. The firm uses diversified portfolios aligned with client objectives and conducts annual account reviews considering economic and market conditions.

Michael Werner is a CFP®-certified financial advisor with 26 years of industry experience. He has been with Meridian Investment Advisors, Inc. since 2018 and previously worked at JPMorgan Securities LLC from 2016 to 2018. Based in Indianapolis, IN, Werner holds Series 63 and Series 66 licenses as well. Meridian Investment Advisors serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive asset management, financial planning, pension consulting, and in-house tax-related services, operating with a portfolio approach grounded in modern portfolio theory and emphasizing risk alignment and specialist management.

Nicholas Prokai is a financial advisor at The Wellington Grp LLC with a Series 66 designation and three years of industry experience. His prior roles include positions at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he sells various insurance products independently. The Wellington Group provides wealth planning, consulting, and investment management services to individuals, high-net-worth clients, and small business entities. The firm employs a mix of active and passive strategies across multiple asset classes and offers customized investment policy statements for each client engagement.

Kyle Riddle is a CFP® professional with 10 years of industry experience, currently serving at Invst, LLC in Indianapolis, IN. He previously worked for Valeo Financial Advisors from 2015 to 2025. Invst, LLC provides financial planning, consulting, investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and serves over 2,000 clients with approximately $1.565 billion in assets under management.

Christopher Bauchle is a CFP® with five years of industry experience, currently serving as an advisor at Strive Financial Group, LLC since 2024. His prior experience includes three years at Wellington Wealth Strategies, LLC. In addition to his advisory work, he serves with the Indianapolis Fire Department and the United States Air Force Reserve. Strive Financial Group, LLC provides discretionary asset management, financial planning, and ERISA retirement-plan services to individual, high-net-worth, and qualified retirement-plan clients. The firm uses a combination of quantitative and qualitative analysis across a range of strategies, including long-term allocations, trading, options, and alternative investments.

Douglas Sweet is a financial advisor with Charter Advisory Corporation in Fishers, Indiana, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been associated with LPL Financial LLC and Charter Advisory Corporation since 2009. Outside of his advisory role, he has involvement in fixed insurance sales through Midwest Financial Group, Inc. 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 structure, utilizing both fundamental and technical analysis along with third-party portfolio managers and discretionary trading authority where agreed.

Jonathan Koop is a CFA® charterholder with 10 years of industry experience. He has been with Bedel Financial Consulting, Inc. since 2017 and previously worked at Cambridge Associates from 2015 to 2017. He holds the Series 66 designation and is based in Indianapolis, IN. Bedel Financial Consulting provides customized portfolio management and financial planning to individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm operates as a fee-only registered investment adviser, managing accounts primarily on a discretionary basis under a fiduciary standard. Bedel’s investment process integrates fundamental, technical, and quantitative analysis, utilizing a broad range of instruments and strategies, including derivatives and margin transactions.

Robin Hall is a financial advisor with Bridgeport Financial Solutions in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining Bridgeport in 2025, Hall worked for Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for 19 years and Raymond James Financial Services, Inc. for six years. Outside of advising, Hall provides estate planning and irrevocable life insurance trust services as a licensed attorney. Bridgeport Financial Solutions serves both individual and institutional clients, offering investment management, financial planning, retirement-plan advisory services, and tax preparation through its subsidiary BridgePort Tax. The firm employs an Investment Committee to oversee model portfolios and delivers discretionary management via wrap programs and advisor-managed portfolios, utilizing both affiliated and third-party strategists.

Keith Tyner is a financial advisor with Gimbal Financial, LLC in Carmel, Indiana, holding a Series 63 license and over 40 years of industry experience. He has worked at Gimbal Financial since 2012 and previously spent 16 years with LPL Financial, LLC. In addition to his advisory role, Tyner is the author of the book *Financial Survivors*. Gimbal Financial serves individuals, trusts, estates, small businesses, retirement plans, and certain brokerage customers of Mutual Securities. The firm offers discretionary wrap-fee asset management, retirement plan consulting, and variable annuity consulting, using diversified allocations across multiple asset classes and conducting account reviews at least annually.