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.

Philip Byers Jr. is a financial advisor with Gimbal Financial, LLC in Carmel, Indiana, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been associated with Raymond James Financial and related entities since 2009 and is the owner of Phil Byers, LLC, a support company. Gimbal Financial serves individuals, trusts, estates, small businesses, and retirement plans, offering discretionary asset management, retirement plan consulting, and variable annuity consulting. The firm sponsors its own wrap-fee program and manages diversified investment portfolios tailored to client objectives.

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.

Sarah Boston is a financial advisor with Bookends Financial Planning in Indianapolis, IN, holding a Series 66 credential and 23 years of industry experience. She has been with Bookends Financial Planning and affiliated Raymond James entities since 2013. Outside of her advisory role, she owns and operates Boston Solutions, LLC, a private dining and retail business. Bookends Financial Planning serves individual, retirement plan, and corporate clients, managing approximately $288 million for around 500 clients through a six-person advisory team. The firm combines multiple investment analysis methods and offers discretionary portfolio management, utilizing third-party sub-advisors and customized strategies.

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 with Gimbal Financial, LLC in Carmel, Indiana, holding a Series 63 designation and bringing 39 years of industry experience. He has worked at Gimbal Financial since 2012 and LPL Financial since 1997. Tyner is also the author of a compliance-approved book titled "Financial Survivors." Gimbal Financial serves individuals, trusts, estates, small businesses, retirement plans, and certain brokerage customers, offering discretionary asset management, retirement plan consulting, and variable annuity consulting. The firm manages wrap-fee accounts based on client objectives using diversified allocations and conducts at least annual reviews considering economic conditions and market volatility.

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.

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.