Christopher Bauchle is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with Strive Financial Group, LLC and has previously worked at Wellington Wealth Strategies, LLC. Outside of his advisory roles, Bauchle serves with the Indianapolis Fire Department and the United States Air Force Reserve. Strive Financial Group, LLC provides discretionary asset management, financial planning, and retirement-plan services to individual and high-net-worth clients. The firm employs a combination of quantitative and qualitative analysis across various investment 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, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining BridgePort in 2025, Hall worked at Cambridge Investment Research Advisors for 20 years. Outside of advisory work, Hall provides estate planning services as an attorney and engages in commercial loan consulting. BridgePort Financial Solutions serves individual and institutional clients, including high-net-worth households and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm manages model portfolios through an Investment Committee and offers discretionary management programs, including access to third-party and affiliated strategies.

Keith Tyner is a financial advisor at Gimbal Financial, LLC with 40 years of industry experience. He holds a Series 63 designation and has worked at Gimbal Financial since 2012 and at LPL Financial since 1997. Tyner is also the author of a book titled "Financial Survivors," which has been published and approved for distribution. 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 manages diversified portfolios aligned with client objectives and economic conditions, and sponsors its own wrap-fee program while operating as a six-advisor team.

Stacy Phillips is a financial advisor at Four Quadrant Wealth Advisors, Inc. with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Sagepoint Financial, Inc. and WSI, Inc. dba Creative Planning Strategies. Four Quadrant Wealth Advisors serves individual and high-net-worth clients, as well as professional partnerships, corporations, and medical and dental practices, providing personalized financial planning and discretionary portfolio management. The firm tailors advice using a mix of analytical methods and implements diversified portfolios while offering ongoing account monitoring and specialized services for business entities and practice transition planning.

Brian Singer is a financial advisor at Howard Bailey Securities, LLC with nine years of industry experience. He holds a Series 65 designation and has been involved in the financial services industry since 1994 through his roles as president and CEO of Brian Singer Corp, dba Singer Financial Group. Howard Bailey Securities is an SEC-registered investment adviser that serves individuals, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm offers discretionary asset management, financial planning, and retirement-plan consulting, combining Fundamental and Technical analysis with Modern Portfolio Theory in its investment approach.

Camryn Olson is a financial advisor at Elevated Financial Group with a Series 65 credential and three years of industry experience. Prior to joining Elevated Financial Group, Olson worked at Invst LLC and Olson & Wilson Private Capital LLC. She also has an eight-year background in education at Hillsdale College and Cincinnati Hills Christian Academy. Olson is a licensed insurance broker. Elevated Financial Group serves individual and high-net-worth households as well as retirement plan sponsors, providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a diversified investment approach combining fundamental, quantitative, and technical analysis with a buy-and-hold strategy and uses technology and formal due diligence to support portfolio oversight.

Daniel Klemkosky is a CFP® and CFA® with 11 years of industry experience. He has been with Wallington Asset Management in Indianapolis since 2010. Wallington Asset Management is a team-based SEC-registered investment adviser managing over $1.3 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, using a multi-factor equity selection framework and targeted fixed-income strategies tailored to client suitability and risk tolerance.

Dexter White is a financial advisor at NorthWest Financial Services Inc in Indianapolis, holding a Series 65 designation with one year of industry experience. His prior roles include positions at 317 Seal, Charles Schwab, The Farmer's Kitchen, and Cigna Health Insurance. He maintains an insurance license and dedicates time to evaluating and recommending insurance 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 provides comprehensive financial planning, discretionary portfolio management focused on mutual funds, and ancillary services including tax preparation and insurance analysis.

John Wildern is a CFP® practitioner with 25 years of industry experience, currently serving at Legacy Financial Advisors, Inc. He previously held roles at FORVIS Wealth Advisors, Fidelity Brokerage Services, and NorthCoast Asset Management among others. Wildern is president of LIFE Advisor Group, a business consulting activity he maintains outside of his advisory work. Legacy Financial Advisors is a multi-advisor team managing approximately $1.5 billion in client assets for around 1,000 clients. The firm serves individuals, families, businesses, and charitable organizations with financial planning, estate planning, risk management, and discretionary portfolio management, emphasizing diversification and asset allocation in both traditional and alternative investments.

Ross Bennett is a financial advisor with Woodley Farra in Indianapolis, IN, holding the Series 66 designation and 18 years of industry experience. He has been with Woodley Farra since 2010. Woodley Farra provides discretionary and non-discretionary investment management to individuals, institutions, and charitable organizations, managing approximately $2.32 billion in assets. The firm emphasizes equity portfolios of 25–30 large-cap companies and follows a four-pronged analysis approach, offering named strategies along with fixed income and preferred securities for income.

Andrea Gasaway is a financial advisor at Asset Management Strategies, Inc. with a Series 65 designation and four years of industry experience. She has prior experience working at Bluesafe Financial for 10 years and at Gasaway Business Group for nine years. Asset Management Strategies, Inc. provides personalized financial planning and discretionary investment management to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a trend-following asset allocation approach using passive index funds and ETFs, with accounts typically managed on a discretionary basis and reviewed quarterly.

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.

Kyle Marburger is a financial advisor at Wealth Advisory Solutions, LLC with nine years of industry experience. He holds a Series 65 credential and has worked at firms including Sterling & Stein Financial Services and O'Neill Asset Management, where he also served in office support and insurance services roles. 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 process that starts with thorough fact-finding and a written financial plan, implementing strategies using a mix of fundamental and technical analysis with strategic and tactical asset allocation.

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.