Kent Miiller is a CFP® professional with six years of experience in financial advising. He currently works at Elser Financial Planning, Inc. and previously held roles at Schwab Wealth Advisory, Charles Schwab, Castle Wealth Advisors, Money Concepts Capital Corp., United Capital, and Tri Green Tractor. Elser Financial Planning, Inc. is a fee-only firm serving individuals, trusts, estates, charitable organizations, and small businesses with personalized financial planning and portfolio management. The firm emphasizes a long-term, Modern Portfolio Theory–based investment approach using low-cost mutual funds and ETFs, managing over $1.13 billion in discretionary assets with a team of 13 advisors.

Kent Delph is a CFP® professional with eight years of industry experience. He currently serves as an advisor at Deerfield in Indianapolis, where he has worked since 2026. His prior experience includes roles at Facet Wealth, Evans May Wealth, Integrated Planning and Wealth Management, and Charles Schwab. Deerfield Financial Advisors provides wealth management, investment management, financial planning, and retirement plan consulting services to individuals, trusts, estates, business entities, and retirement plan sponsors. The firm uses a model-based, modified passive investment approach focused on diversification, low-cost funds, and tax-efficient trading, primarily implementing client accounts through Schwab platforms.

Richard Moss is a financial advisor with National Wealth Management Group, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at LPL Financial since 2011 and joined National Wealth Management Group in 2020. Outside of his advisory role, Moss is involved in supervising home visitations and reunification plans for at-risk youth through Damar Services Inc. 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 employs a long-term, objective-based investment approach tailored to each client and offers a range of services from portfolio management to retirement plan consulting, supported by a network of advisers and multiple program platforms.

Kiran Sharma is a financial advisor with Storen Financial, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining Storen Financial, Sharma worked at The Huntington Investment Company and LPL Financial. In addition to advisory services, Sharma is involved in tax preparation and accounting through Storen Financial. Storen Legacy Partners, LLC provides portfolio management, retirement plan consulting, and financial planning services to institutional and pooled-investment clients. The firm offers both discretionary and non-discretionary management, combining in-house oversight with third-party managers and a TAMP arrangement to manage and monitor client portfolios.

Ronnie Jackson is a CFA® charterholder and Series 63 licensee with 13 years of industry experience. He is currently affiliated with Storen Financial and Storen Legacy Partners, LLC in Zionsville, IN. His prior experience includes roles at Allianz Life Financial Services, Ameriprise Financial Services, LPL Financial, and Brass Tax Wealth Management. Jackson serves on the finance committee of the Zionsville Parks Foundation. Storen Legacy Partners, LLC provides portfolio management, retirement plan consulting, and financial planning services to institutional and pooled-investment clients. The firm combines in-house portfolio oversight with access to third-party managers and retains authority over manager selection and monitoring, delivering both discretionary and non-discretionary investment management.

Garrett Kern is a CFP® professional with three years of industry experience, currently serving at FI3 Financial Advisors, LLC. He has been with Fi3 Advisors since 2021 and previously worked at Butler University. FI3 Financial Advisors, LLC is a multi-family office serving high-net-worth individuals and multi-generational families, providing comprehensive wealth planning, tax and estate coordination, pension consulting, and investment management. The firm combines active and passive portfolio management with integrated financial planning and offers proprietary private funds along with consolidated reporting across public and private holdings.

Brian Martin is a CFP® with 34 years of industry experience, currently serving as an advisor at Strategic Wealth Partners, Ltd. He previously worked at Securities America Advisors and Securities America Inc. from 2015 to 2023. Outside of his advisory role, Martin is involved with Cambridge Financial Consultants, LLC, where he engages in life insurance and annuity sales. Strategic Wealth Partners, Ltd. serves individuals, pension and profit-sharing plans, foundations, and corporate accounts, providing comprehensive portfolio management, financial planning, retirement plan consulting, and OCIO services. The firm manages approximately $1.3 billion through diversified investment strategies and integrates financial planning into many client relationships.

Bryan Alexander is a financial advisor with Capital Cities Investments in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Capital Cities Investments since 1995 and previously was with Triad Advisors, LLC. Outside of his advisory role, he serves on the Portland Elks Lodge board as Exalted Ruler and is a member of the Jay County Council. Capital Cities Investments serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employee benefit plans with discretionary portfolio management, modular financial planning, and pension consulting. The firm’s investment approach combines asset-allocation modeling with active and passive manager implementation, utilizing tools like Schwab Institutional Intelligent Portfolios and Callan’s UMA platform.

Austin Stagman is a financial advisor at Bedel Financial Consulting Inc in Indianapolis, IN, with nine years of industry experience. He has been with Bedel Financial Consulting since 2016. He holds Series 63 and Series 65 designations. Bedel Financial Consulting provides customized portfolio management and financial planning for individuals, families, trusts, charitable organizations, institutions, and retirement plans. The firm uses a combination of fundamental, technical, and quantitative analysis across various investment strategies and operates as a fee-only registered investment adviser under a fiduciary standard.

Matthew Eckert is a CFP® professional with 26 years of experience in the financial advisory industry. He has been with Avalon Wealth Advisory, Inc. since 2000 and holds Series 63 and Series 65 licenses. Avalon Wealth Advisory, Inc. serves individuals, trusts, estates, charitable organizations, and retirement plans, focusing primarily on high-net-worth clients. The firm offers personalized financial planning and investment advisory consultation through a consultative approach, emphasizing traditional strategies, no-load funds, and client-directed decisions without discretionary trading authority.

Michael Shrift is a financial advisor with Monument Advisers in Carmel, IN, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Aspire Health Indiana, MML Investors Services, LLC, MassMutual Life Insurance Company, and Community Health Network. Monument Advisers is a fee-only firm serving individuals, high-net-worth clients, charitable organizations, pooled vehicles, and corporate clients with discretionary and non-discretionary portfolio management. The firm uses asset-allocation principles and modern portfolio theory, combining passive and active funds with a long-term holding approach while offering values-based investing options such as socially responsible and Biblically Responsible Investing.

Grant Nailor is a CFP® and Series 65-licensed advisor with Financial Plans & Strategies, Inc. He has one year of industry experience, including prior work at Aon. Outside of finance, his background includes roles in hospitality and retail, such as positions at Ritz Charles, 4 Birds Bakery, and Pine Meadow Golf Club. Financial Plans & Strategies, Inc. provides investment advisory and financial planning services to individuals, families, trusts, estates, and retirement plans. The firm employs a tailored investment approach using both fundamental and technical analysis and manages client portfolios with discretionary authority and ongoing monitoring.

Chyathorn Zipperle is a financial advisor at The Wellington Grp LLC in Indianapolis, IN, holding a Series 66 designation with two years of industry experience. Prior to joining The Wellington Group in 2025, Zipperle worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of finance, Zipperle was involved with the March for Life Education & Defense Fund and The Heritage Foundation. The Wellington Group provides wealth planning, financial planning, consulting, and portfolio management services to individuals, high-net-worth clients, and small businesses. The firm employs a team structure, blending passive and active management, and offers customized investment strategies that include third-party managers and alternative approaches tailored to client objectives.

Samuel Oliphant is a CFP®, CFA®, and Series 65 credentialed advisor at Wallington Asset Management with five years of industry experience. He has worked at Wallington Asset Management since 2021 and previously held positions at The Wellington Group LLC, Cummins Inc., and Indiana University. Wallington Asset Management is a team-based SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, investment consulting, and retirement plan consulting, managing over $1.3 billion in assets using a multi-factor equity selection framework and targeted fixed-income strategies.

Kyle Harlemert is a Series 65-licensed financial advisor with Woodley Farra in Indianapolis, IN, where he has worked since 2005. He has 20 years of industry experience. Outside of his advisory role, he is a partner in McLeay Enterprise, LLC, which manages rental properties. Woodley Farra provides discretionary and non-discretionary investment management to a range of clients including individuals, pension plans, trusts, estates, charitable organizations, corporations, and institutions. The firm focuses on equity portfolios of larger-capitalization companies and offers named strategies such as the Core Value Portfolio and Dividend Portfolio, with investment decisions based on fundamental, quantitative, technical, and economic analyses.

Jesse Sweet is a financial advisor with Charter Advisory Corporation in Indianapolis, holding a Series 66 designation and two years of industry experience. Prior to joining Charter Advisory Corporation in 2025, he worked at LPL Financial and has a background in education, including roles at Marian University College of Osteopathic Medicine and Indiana University Bloomington. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $333 million in client assets and offers both discretionary and non-discretionary portfolio management alongside plan-level ERISA fiduciary services.

Douglas Bales is a financial advisor with Intrepid Financial Planning Group, LLC in Carmel, IN, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with Intrepid Financial since 2000. Outside of his advisory role, he is involved with Whitinger Financial Advisors in Muncie, IN, focusing on retirement and financial planning. Intrepid Financial Planning Group, LLC provides discretionary, fee-based investment management to a diverse client base including individuals, families, trusts, pension plans, and charitable trusts, managing approximately $355 million in client assets. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, emphasizing diversification, tax efficiency, and cost control, and maintains coordinated services with affiliated tax and accounting professionals.

Paul Brewer is a financial advisor at Golden Reserve Retirement, LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses with 22 years of industry experience. His prior firms include Fisher Investments, American Funds, LPL Financial, Charles Schwab, Chase Investment Services Corp., and Valic Financial Advisors. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading and diversification with an emphasis on passive, low-cost investments. The firm integrates estate-planning and tax services within its fixed annual fee structure and delivers tailored advice supported by a Roadmap Summary outlining clients’ income, tax, risk tolerance, and investment goals.

Anthony Arnett is a financial advisor with Dominion Portfolio Management, Inc. He holds a Series 66 designation and has less than one year of industry experience. Prior to joining Dominion, he worked in various roles including at Crowe LLP and Kepler Consulting. Dominion Portfolio Management, Inc. offers fee-based portfolio management services to individuals, high-net-worth clients, and businesses, specializing in discretionary and non-discretionary management of accounts invested in individual securities, ETFs, and mutual funds. The firm employs multiple analysis techniques and provides ongoing account monitoring with options for household aggregation and third-party money managers.

Derek Hamilton is a CFP® professional with 12 years of experience in financial planning and portfolio management. He has worked at Elser Financial Planning, Inc. since 2014, based in Indianapolis, IN. Elser Financial Planning, Inc. is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, and small businesses with comprehensive financial planning and ongoing investment management. The firm emphasizes long-term, Modern Portfolio Theory–based asset allocation using primarily low-cost mutual funds and ETFs, managing over $1.13 billion in discretionary assets as part of a total of roughly $2.1 billion in client assets.