Grant Nailor is a Series 65-licensed advisor at Financial Plans & Strategies, Inc. with one year of industry experience. Prior to joining the firm, he held positions at Aon, Ritz Charles, and Amazon, among others. Outside of financial services, his background includes work at golf courses and a bakery. Financial Plans & Strategies provides investment advisory and planning services to individuals, high-net-worth clients, families, trusts, estates, and employer retirement plans. The firm offers discretionary asset management and financial planning tailored to client objectives, using diversified allocations and periodic portfolio supervision.

Chyathorn Zipperle is a financial advisor at The Wellington Grp LLC with one year of industry experience. He holds a Series 66 designation and has prior experience at MML Investors Services, LLC, MassMutual Life Insurance Company, and several policy and advocacy organizations including The Heritage Foundation. The Wellington Group provides wealth planning, consulting, and investment management services to individuals, high-net-worth clients, and small businesses. The firm uses a combination of active and passive investment strategies and offers customized portfolio management with a focus on a diverse range of asset classes, including private funds and alternative investments.

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 with Golden Reserve Retirement, LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Fisher Investments, American Funds, and LPL Financial. 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 using modern portfolio theory. The firm offers tailored planning, including retirement, tax, and estate considerations, and integrates estate-planning legal and tax services within its fixed annual fee structure.

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, currently serving at Elser Financial Planning, Inc. since 2014. He operates within a 12-advisor team based in Indianapolis, IN. Elser Financial Planning provides fee-only financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses, offering services such as retirement, tax-aware, cash flow, and estate planning. The firm employs a documented Investment Policy Statement and long-term portfolios grounded in Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, individual bonds, and unified managed accounts, with a primarily non-discretionary operating model.

Sandesh Arles is a financial advisor at Strive Financial Group, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab and Valeo Financial Advisors. He is also involved as a member of Arles Capital LLC, a holding company for his investment advisory practice. Strive Financial Group, LLC provides discretionary asset management, financial planning, and consulting services to individual and high-net-worth clients, along with ERISA retirement-plan services. The firm uses a combination of quantitative and qualitative analysis to manage portfolios through various strategies, including long-term allocations, trading, options, and alternative investments.

Katie Fischer is a CFP® professional with 11 years of experience in the financial advisory industry. She has been with Market Street Wealth Management Advisors, LLC since 2013 and is based in Indianapolis, IN. Market Street Wealth Management Advisors provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, businesses, private foundations, pension plans, and charitable organizations. The firm manages approximately $711 million in assets and operates with a nine-advisor team across ten offices, focusing on asset-allocation driven portfolios using mutual funds and ETFs alongside technology-enabled client servicing.

Thays Rodrigues Cardoso is a CFP® professional with six years of experience in the financial services industry. She has worked at Fi3 Financial Advisors since 2020 and has prior experience at Westpoint Financial Group. Outside of her advisory role, she has experience as an assistant coach at Hanover College. Fi3 Financial Advisors, LLC serves high-net-worth individuals and multi-generational families as a multi-family office, providing Family Chief Financial Officer services, 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 private investment vehicles alongside consolidated reporting for public and private holdings.

Alan Kovalsky is a financial advisor at Wallington Asset Management with 10 years of industry experience and holds a Series 66 designation. His prior roles include positions at Rejoyce Financial, Continental Enterprises, and managing his own law office. 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 and consulting services, managing over $1.3 billion in assets with tailored strategies based on client suitability and risk tolerance.

Bradley Owens is a CFP® professional with 21 years of industry experience. He has been with LJI Wealth Management, LLC since 2012. Owens holds life and health insurance licenses. LJI Wealth Management serves individuals, charitable organizations, corporations, and retirement plans, offering wealth management services that include investment management, financial planning, and retirement plan consulting. The firm uses a variety of investment strategies tailored to client objectives and risk tolerances, with portfolios that may incorporate equities, fixed income, ETFs, and specialized approaches such as options and swing trading.

David Webb is a CFP® with 19 years of industry experience, currently serving at Curry Webb Wealth Management LLC. He has led Webb Capital Management, LLC since 2013. Curry Webb Wealth Management is a team-based firm that offers customized financial planning and discretionary investment management primarily to individual investors and trusts. The firm employs a diversified asset allocation strategy using mutual funds and ETFs, supported by regular Investment Committee reviews and integrated financial planning services.

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 at Market Street Wealth Management Advisors, LLC in Indianapolis, IN, holding a Series 65 designation with 11 years of industry experience. He has been with Market Street Wealth Management Advisors since 2015. Market Street Wealth Management Advisors provides discretionary investment management, financial planning, and retirement plan consulting to individuals, businesses, private foundations, pension plans, and charitable organizations. The firm manages approximately $711 million in assets for about 419 clients and operates with a nine-advisor team across ten offices, emphasizing asset-allocation driven portfolios constructed mainly with mutual funds and ETFs.

Jason Berkholz is a financial advisor at Teeple Snyder Newsome Wealth & Tax Management in Brownsburg, IN. He holds a Series 65 designation and has recent experience with Teeple Wealth Management, LLC as well as prior roles in education at MSD Washington Township and Brownsburg Community School Corporation. Teeple Snyder Newsome Wealth & Tax Management advises individuals, pension and profit-sharing plans, and business entities, offering asset management, financial planning, ERISA plan services, and tax preparation. The firm emphasizes a goal-focused investment approach, managing most client relationships on a non-discretionary basis and providing affiliated accounting and tax services.

Tanner Boston is a financial advisor with Bookends Financial Planning in Indianapolis, IN. He holds a Series 65 designation and has experience working with Wetzel Investment Advisors, Inc. and Calamos Investments. Bookends Financial Planning serves individual, high-net-worth, retirement plan, and corporate clients, managing approximately $288 million for around 500 clients through a six-person advisory team. The firm combines asset allocation with various analytical approaches and offers discretionary portfolio management, educational workshops, and publishes periodicals for its clients.