Samuel Oliphant is a CFP®, CFA®, and Series 65-registered advisor with five years of industry experience. He is currently with Wallington Asset Management, where he has worked since 2021. Prior to that, he held positions at The Wellington Group LLC, Cummins Inc., and Indiana University. Wallington Asset Management provides advisory services to individuals, including high-net-worth clients, as well as institutional clients such as qualified retirement plans, trusts, estates, and charitable organizations. The firm employs a multi-factor investment approach that integrates fundamental, cyclical, technical, and charting analyses, managing portfolios through distinct individual security and pooled product programs with a focus on risk management.

Kyle Harlemert is a Series 65 licensed 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, a rental property management business. Woodley Farra provides discretionary and non-discretionary investment management services to a range of clients including individuals, high-net-worth clients, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages over $2 billion in discretionary assets and employs a long-term investment approach focused on large-capitalization equities and laddered investment-grade fixed income.

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 industry experience, currently serving at FI3 Financial Advisors, LLC. Prior to this, she held positions at Westpoint Financial Group and pursued an MBA while also working as an assistant coach at Hanover College. FI3 Financial Advisors, LLC operates as a multi-family office primarily serving high-net-worth individuals and multi-generational families. The firm offers comprehensive wealth planning, investment management, and private investment vehicles, combining active and passive portfolio management with integrated financial planning across a broad range of public and private asset classes.

Alan Kovalsky is a financial advisor at Wallington Asset Management with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Rejoyce Financial, LLC and Continental Enterprises, Inc., as well as operating the Law Office of Alan Kovalsky for seven years. Wallington Asset Management is a SEC-registered investment adviser with a nine-advisor team managing approximately $1.15 billion for about 300 clients. The firm serves individuals, qualified retirement plans, trusts, estates, and other entities, offering discretionary portfolio management, capital advisory, financial planning, and investment consulting services.

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 at Woodley Farra with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Goelzer Investment Management and Campbell And Co CPAs prior to joining Woodley Farra. Woodley Farra provides discretionary and non-discretionary investment management services to a range of clients, including individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and corporations. The firm employs a multi-disciplinary investment process and manages portfolios typically consisting of large-capitalization stocks and investment-grade fixed income.

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.

Kathleen Steinman is a Series 65-credentialed advisor with Elser Financial Planning, Inc. in Indianapolis, IN. She has been with the firm since 2025 and has less than one year of industry experience prior to joining. Elser Financial Planning provides fee-only financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes a documented investment policy, long-term portfolios based on Modern Portfolio Theory, and a primarily non-discretionary operating model using low-cost funds and disciplined fee-only practices.

Caleb Tyner is a financial advisor with Gimbal Financial, LLC, holding Series 65 and Series 66 licenses. He has one year of industry experience and previously worked at DOZ and has been involved in educational roles at Murray State School of Business and Murray State University. 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 employs diversified investment allocations and conducts annual account reviews, managing approximately $290 million for about 380 clients.

Christopher Weiss is a CFP® and holds a Series 65 license with nine years of industry experience. He has been with Wallington Asset Management since 2012. Wallington Asset Management is a SEC-registered investment adviser with a nine-advisor team managing approximately $1.15 billion for about 300 clients. The firm serves individuals, qualified retirement plans, trusts, estates, and other entities, offering discretionary portfolio management, financial planning, and investment consulting using a multi-factor equity selection framework and a target-duration fixed-income approach.