Charles Castino is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with Indie Asset Partners, LLC and previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of his advisory role, Mr. Castino also acts as an independent insurance agent. Indie Asset Partners provides financial planning, portfolio management, multi-family office, and retirement plan advisory services to a range of clients including high-net-worth individuals and private investment funds. The firm manages portfolios using various instruments and alternative investments, and is notable for its affiliated fund platform and cross-disciplinary affiliation with a law firm.

Robert Wetzel is a financial advisor at Bookends Financial Planning with 25 years of industry experience. He holds the Series 66 designation and has worked at Skybridge Investments LLC and Raymond James Financial Services Advisors, Inc. He is also the owner and president of Bookends Realty, LLC, a real estate holding company. Bookends Financial Planning serves individual, retirement plan, and corporate clients, managing approximately $288 million across about 500 clients through a six-person advisory team. The firm provides discretionary and non-discretionary portfolio management, written financial planning reports, and access to wrap fee and separately managed account programs, employing a multifaceted investment approach that includes asset allocation, fundamental and technical analysis, and customized strategies.

Kyle Marburger is a financial advisor at Wealth Advisory Solutions, LLC with nine years of industry experience. He holds the Series 65 designation and has previously worked at Sterling & Stein Financial Services and O'Neill Asset Management, LLC. 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 an individualized process with strategic and tactical asset allocation, utilizing a core-and-satellite approach and a combination of fundamental and technical analysis.

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.

Douglas Shrieve is a financial advisor with Gimbal Financial, LLC in Carmel, Indiana, holding Series 63 and Series 66 licenses and accumulating 26 years of industry experience. He has been with Gimbal Financial since 2012 and maintains a concurrent affiliation with LPL Financial dating back to 2003. Gimbal Financial serves individuals, trusts, estates, small businesses, retirement plans, and certain brokerage customers, offering discretionary asset management through a wrap-fee program as well as retirement plan and variable annuity consulting. The firm employs diversified investment strategies tailored to client objectives and reviews accounts at least annually.

Jason Smith is a financial advisor with Four Quadrant Wealth Advisors, Inc. in Carmel, IN. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 22 years with Four Quadrant Wealth Advisors. Outside of his advisory role, he is the CEO and owner of a dental practice consulting business and volunteers on the finance committee of a nonprofit organization. Four Quadrant Wealth Advisors is a seven-advisor team managing approximately $219 million in discretionary client assets. The firm serves individuals, including high-net-worth clients, as well as professional partnerships and business entities, employing a tailored investment approach that incorporates fundamental and technical analysis along with various asset strategies.

Thomas Gross is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of industry experience, currently serving as Vice President and 30% owner of NorthWest Financial Services, Inc. in Indianapolis, where he has worked since 2011. Outside of his advisory role, he owns and operates two small businesses: one that sells livestock supplements and another involving show pigs. NorthWest Financial Services primarily serves individual investors and also works with trusts and estates, providing financial planning and discretionary portfolio management. The firm employs a two-tiered investment approach combining conservative near-term liquidity with longer-term mutual fund allocations, using an active, value-oriented strategy.

Jeffrey Moheban is a CFP® professional with 27 years of experience in financial advisory services. He has been with Avalon Wealth Advisory, Inc. since 1999. Avalon Wealth Advisory, Inc. provides personalized financial planning and investment advisory services primarily to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a consultative approach focused on asset allocation, third-party manager selection, and performance reporting, typically serving high-net-worth clients through a fee-only, negotiated annual fee model.

Jonathan Russell is a financial advisor at LJI Wealth Management, LLC in Indianapolis, IN, holding a Series 65 designation with 14 years of industry experience. He has been with LJI Wealth Management since 2012. He is also a partner at JHR Pensions, LLC, an affiliated third-party 401(k) administrator. LJI Wealth Management serves individuals, high-net-worth clients, charities, corporations, and pension/profit-sharing plans with wealth management, investment management, financial planning, and retirement plan consulting. The firm manages approximately $1.37 billion in assets and employs a range of investment strategies tailored to client objectives, including the use of ETFs, options, and individually managed accounts.

Rachel Leman is a CFP® professional with eight years of industry experience, currently serving as an advisor at NorthWest Financial Services Inc since 2017. Her prior experience includes roles at Hawtree & Associates, CPA, and Olivet Nazarene University. She holds an insurance license and dedicates time to evaluating and recommending insurance products for clients. NorthWest Financial Services is a team-based registered investment adviser that primarily serves individual and high-net-worth clients, as well as trusts and estates. The firm offers comprehensive financial planning and discretionary portfolio management, employing a two-tiered investment approach focused on liquidity preservation and long-term, value-oriented active management.

Mark Lux is a financial advisor with Parkwoods Wealth Partners, LLC in Carmel, IN, holding a ChFC® designation and Series 63 and 65 licenses, with 18 years of industry experience. He previously worked for Shoreline Asset Management, LLC for 10 years and has operated Mark E Lux Insurance Inc. since 1988. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations with investment management, retirement plan consulting, and financial planning. The firm’s long-term investment approach is based on Modern Portfolio Theory and efficient-market principles, utilizing diversified portfolios primarily composed of mutual funds, ETFs, and fixed-income ladders.

Patrick Dykstra is a financial advisor at The Wellington Group LLC in Indianapolis, IN, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera Investment Services LLC, Regions, and KeyBank. The Wellington Group provides wealth planning, consulting, and investment management services to individuals, high-net-worth clients, and small business entities. The firm uses a combination of active and passive strategies across a range of asset classes and offers portfolio management on both discretionary and non-discretionary bases.

Charles Grigsby is a CFP® with five years of industry experience, currently serving at Forum Private Client Group since 2020. Prior to that, he worked for seven years at Forum Credit Union and is a member of its 401(k) Investment Committee. He holds life and health insurance licenses in Indiana. Forum Private Client Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts. The firm offers customized planning and portfolio construction using mutual funds, ETFs, individual securities, and third-party sub-advisers, regularly reviewing performance to support client investment decisions.

Matthew Wilson is a financial advisor at Storen Financial with six years of experience at the firm and additional industry experience dating back to 2009. He holds Series 65 and Series 63 licenses and has previously worked at Simplicity Investments, Inc., Oxford Financial Group, LTD, and WSA Pension Services/Canterbury Benefits Solutions/Skyburz Pension Group. Storen Legacy Partners, LLC is a multi-advisor registered investment adviser managing approximately $438 million for individuals, trusts, estates, employer retirement plans, and corporate entities. The firm employs a disciplined investment process combining fundamental and technical analysis with modern portfolio theory, utilizing a range of strategies including ETFs, mutual funds, alternatives, direct indexing, and digital assets.

Greg Storen is a financial advisor with Storen Financial in Zionsville, Indiana, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at LPL Financial, Brass Tax Wealth Management, and Invest Financial Corporation. In addition to advisory work, he is involved in tax preparation and CPA services through his own tax and financial group. Storen Legacy Partners, LLC, where he is a managing member, provides portfolio management, retirement plan consulting, and financial planning services to institutional and pooled-investment clients. The firm combines in-house portfolio oversight with third-party manager selection and discretionary authority to tailor investment strategies across public and private securities.

Matthew Smith is a financial advisor with Halter Ferguson Financial Inc in Carmel, IN, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Halter Ferguson in 2023, he was a managing member of Good Soil Investment Management, LLC from 2021 to 2023, and previously worked at CMS Energy Corporation for eight years. He maintains a minority ownership interest in Good Soil Investment Management. Halter Ferguson Financial provides fee-only financial planning and discretionary portfolio management to individuals, families, small businesses, trusts, charitable organizations, and employer-sponsored plans. The firm’s investment approach is based on fundamental analysis and customized investment policy statements, offering diversified strategies alongside a specialized “REBELLIONAIRE” program that includes concentrated positions and options strategies.

Elizabeth Sturgeon is a financial advisor at Wealth Advisory Solutions, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney and Intelligent Design Advisors, LLC. Outside of her advisory role, she serves as president and a board member of Heath Farms Inc., an agricultural business. 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 personalized approach that includes developing written financial plans and Investment Policy Statements, and uses strategic and tactical asset allocation with a combination of fundamental and technical analysis.

James Morrow is a financial advisor at LJI Wealth Management, LLC with 24 years of industry experience. He holds a Series 66 designation and has been with LJI Wealth Management since 2009. Outside of his advisory role, he serves as a FINRA arbitrator. LJI Wealth Management serves individuals, charitable organizations, corporations, and retirement plans, offering wealth management that integrates investment management, financial planning, and retirement plan consulting. The firm tailors portfolios to client objectives using a range of investment strategies, including fundamental, quantitative, and technical analysis, and manages accounts on both discretionary and non-discretionary bases.

Alexander Alessia is a CFP® with five years of industry experience, currently serving at FI3 Financial Advisors, LLC. He has previously worked at Securities America Advisors, Securities America, Inc., The Spectrum Financial Group, Inc., and Probo Medical. Alessia’s background also includes four years at Hanover College. FI3 Financial Advisors, LLC acts as a multi-family office primarily serving high-net-worth individuals and multi-generational families, providing comprehensive wealth planning, investment management, and coordination of tax and estate services. The firm combines active and passive portfolio management across a broad range of public and private asset classes and collaborates with external consultants for manager due diligence and customized allocation development.