Susan Steel is a CFP® professional with 26 years of experience in the financial advisory industry. She has been with Deerfield Financial Advisors, Inc. since 1991. Deerfield provides wealth management, investment management, financial planning, and retirement-plan services to individuals, plan sponsors, trusts, and other private clients. The firm manages approximately $958.7 million in client assets and employs a modified passive investment approach focused on diversified, asset-class portfolios using low-cost funds and periodic rebalancing.

Bauer Schmeltz is a CFP® with nine years of industry experience, currently with Financial Plans & Strategies, Inc. since 2020. His prior roles include positions at Charles Schwab & Co., Inc. and Foresters Financial Services. He is also an owner and insurance agent at Financial Planning Investments Inc. and a shareholder in MVMT House in Indianapolis. Financial Plans & Strategies, Inc. provides investment advisory and financial planning services to individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary asset management, retirement plan advisory, and consulting, tailoring portfolios using fundamental and technical analysis and a focused selection of institutional managers.

Seth Raymond is a financial advisor at Financial Plans & Strategies, Inc., holding a Series 65 designation with one year of industry experience. Prior to joining Financial Plans & Strategies, he worked at Myers and Stauffer and Upper Crust and has experience with Butler University and Indy Premier Soccer Club. Financial Plans & Strategies, Inc. provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored retirement plans. The firm customizes portfolios based on client objectives, using both fundamental and technical analysis, and offers ongoing monitoring, rebalancing, and client reporting.

Nicole Yankauskas is a CFP® professional with 12 years of industry experience, currently serving at Avalon Wealth Advisory, Inc. since 2011. She is part of a six-advisor team based in Indianapolis, IN. Avalon Wealth Advisory, Inc. provides personalized financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans, focusing primarily on high-net-worth clients. The firm uses a consultative approach that emphasizes traditional strategies and third-party manager selection, with a fee-only, negotiated annual fee structure.

Molly O'Shea is a financial advisor at NorthWest Financial Services Inc with four years of industry experience. She holds a Series 65 designation and previously worked for Two Five Apparel from 2014 to 2021. She also holds an insurance license obtained in 2022 and spends time evaluating and recommending insurance products 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 offers comprehensive financial planning and discretionary portfolio management, using a two-tiered investment approach that balances liquidity and long-term value-oriented strategies.

Shane Fagan is a financial advisor at Reify Wealth Advisors, Inc. in Indianapolis, IN, with eight years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at American Funds, Charles Schwab & Co., Inc., and other financial firms. Reify Wealth Advisors serves individual and high-net-worth clients as well as trusts, estates, and business entities, focusing on long-term buy-and-hold investment strategies with annual rebalancing and non-discretionary portfolio management. The firm also offers modular financial planning, administrative support, and tax preparation services through an affiliated tax advisory entity.

Linda Murphy is a financial advisor at Elser Financial Planning, Inc. in Indianapolis, IN, with five years of industry experience and a Series 65 credential. She has been with Elser Financial Planning since 2006, contributing to the firm’s team of 13 advisors. Elser Financial Planning, Inc. is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, and small businesses. The firm offers comprehensive financial planning and investment management focused on long-term, Modern Portfolio Theory–based strategic asset allocation using low-cost mutual funds and ETFs.

Emily Pyle is a Series 65-registered advisor with Woodley Farra in Indianapolis, IN, where she has worked for eight years. She is part of an 11-advisor team at the firm. Outside of her advisory role, Pyle is involved in property-related businesses as an owner and co-owner of two real estate companies. Woodley Farra provides discretionary and non-discretionary investment management services to individuals—including high net worth clients—as well as pension plans, trusts, charitable organizations, and institutional mandates. The firm focuses on equity portfolios of larger-capitalization companies combined with fixed income and preferred securities, using a four-pronged analysis approach to guide investment decisions.

Maxwell Moritz is a CFP® with 10 years of industry experience, currently serving at The Wellington Group LLC since 2024. His prior experience includes roles at Wellington Wealth Strategies, Primerica Advisors, and Guardian Life Insurance Co. Outside of advisory work, he is involved with Wamberg Genomic Advisors, which focuses on genomic cancer profiling, and partners with Ag Exit LLC to consult with farmers and landowners on estate and sales planning. The Wellington Group provides wealth planning, consulting, and investment management services to individuals, high-net-worth clients, and small business entities. The firm utilizes a combination of active and passive strategies across various asset classes and offers portfolio management on both discretionary and non-discretionary bases.

Gilbert Talbert is a financial advisor with Capital Synergy Partners in Greenwood, IN, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Capital Synergy Partners since 2018 and previously worked at Foresters Equity Services, Inc. from 2016 to 2018. Talbert is also the owner and president of Talbert Financial Services, where he operates a fixed insurance business. Capital Synergy Partners serves both non–high-net-worth and high-net-worth individual clients, offering financial planning, portfolio management, and consulting through various advisory programs. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, employing a primarily non-discretionary advisory model and utilizing a range of analytical approaches and custodial platforms.

Seth Cissna is a financial advisor at Pettinga Financial Advisors, LLC with Series 65 credentials and one year of industry experience. Prior to joining Pettinga, he worked as a contractor for GlobalSource Capital Management and held positions at Indiana University Health and Eli Lilly and Company. Pettinga Financial Advisors is an SEC-registered firm managing approximately $1.28 billion in client assets. The firm serves high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary investment management and financial planning with customized portfolio allocations that may include mutual funds, ETFs, fixed income, third-party managers, and alternative investments.

James Stawick is a financial advisor at Harvest Investment Services, LLC in Indianapolis, Indiana, with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Harvest since 2019 and previously at Archer Investment Corporation from 2010 to 2019. In addition to his advisory role, he owns The Stawick CPA Group, a bookkeeping and accounting business serving small businesses. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions. The firm offers discretionary portfolio management, financial planning, and consulting, employing active tactical strategies and a combination of fundamental, technical, and quantitative analyses.

Raymond Kramer is a financial advisor at Monon Wealth Management in Indianapolis, IN, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Wells Fargo Advisors, FIFTH THIRD SECURITIES, The Huntington Investment Company, and Chase Investment Services. In addition to his advisory role, he occasionally sells life insurance and fixed/indexed annuities. Monon Wealth Management is a team of seven advisors managing approximately $547 million for around 505 clients, including individuals, trusts, estates, businesses, and employer retirement plans. The firm provides comprehensive wealth management services using a long-term investment approach with model portfolios and third-party managers.

Sarah Austin is a CFP® and holds a Series 65 license with nine years of industry experience. She has been with NorthWest Financial Services Inc in Indianapolis since 2016. Austin maintains an insurance license and dedicates time to evaluating and recommending insurance products for clients. NorthWest Financial Services primarily serves individual investors and offers financial planning along with discretionary portfolio management. The firm employs a two-tiered investment approach that balances near-term liquidity with longer-term mutual fund allocations, using an active, value-oriented philosophy.

Kathleen Tranovich is a CFP® and Series 65–registered advisor at Elser Financial Planning, Inc. in Indianapolis, IN, with 10 years of industry experience. She worked at Adam Smith Advisors for 10 years before joining Elser Financial Planning in 2021. Elser Financial Planning, Inc. is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, and small businesses. The firm provides comprehensive financial planning and portfolio management, emphasizing long-term, Modern Portfolio Theory–based strategic asset allocation implemented with low-cost mutual funds and ETFs, and manages over $1.13 billion in discretionary assets across a team of 13 advisors.

Allison Gruesbeck is a CFP® and ChFC® with 11 years of experience in the financial industry. She is currently with Elser Financial Planning, Inc. and has previously worked at Ameriprise, Northwestern Mutual, Raymond James, Charles Schwab, and other firms. Allison is based in Indianapolis, IN. Elser Financial Planning, Inc. is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, and small businesses. The firm focuses on long-term, Modern Portfolio Theory–based asset allocation using low-cost mutual funds and ETFs, managing over $1.13 billion in discretionary assets with a team of 13 advisors.

Joseph Williamson is a financial advisor at Williamson Legacy Group, LLC in Carmel, IN, with 41 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Advisors LLC and Axxcess Wealth Management, LLC. Outside of advising, Williamson is involved in TSOAR Ministries, focusing on discipleship and ministry book sales. Williamson Legacy Group offers personalized financial planning and investment advisory services to individuals, families, trusts, estates, and qualified retirement plans. The firm uses a client-specific financial plan combined with fundamental and technical analysis to develop long-term portfolio strategies and manages roughly $183 million in discretionary assets for around 343 clients.

Emily Turner is a CFP® with four years of industry experience, currently serving as a financial advisor at Teeple Snyder Newsome Wealth & Tax Management. Her prior experience includes roles at Ronald Blue Trust and involvement with the Central Indiana Community Foundation. She also participated in the Biz Hounds program at the University of Indianapolis. Teeple Snyder Newsome Wealth & Tax Management advises individuals, pension and profit-sharing plans, and business entities, offering asset management, financial planning, ERISA services, and tax preparation. The firm manages most client relationships on a non-discretionary basis and combines fundamental, technical, and cyclical analysis in its goal-focused investment approach.

Brogan Baxter is a Series 65-licensed financial advisor with 21 years of industry experience. He has been with Four Quadrant Wealth Advisors, Inc. in Indianapolis, IN, since 2004. Four Quadrant Wealth Advisors serves individual and high-net-worth clients, as well as professional partnerships, corporations, and medical and dental practices. The firm provides personalized financial planning and discretionary portfolio management, employing a range of analytical methods and a diverse selection of investment instruments tailored to each client's objectives and risk tolerance.

Gregory Freeman is a financial advisor at Strive Financial Group, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wellington Wealth Strategies, LLC and MassMutual Life Insurance Company. Freeman is also involved as an insurance agent affiliated with Strive Financial Group. Strive Financial Group, LLC is a registered investment adviser serving individual and high-net-worth clients, as well as qualified retirement plans. The firm offers discretionary asset management, financial planning, and ERISA retirement-plan services, utilizing a combination of quantitative and qualitative strategies across various investment approaches.