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.

Christopher Weiss is a CFP®-certified financial advisor at Wallington Asset Management with 10 years of industry experience. He has been with Wallington Asset Management since 2012. Wallington Asset Management is a team-based SEC-registered investment adviser managing over $1.3 billion in discretionary assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers tailored portfolio management and financial planning services using a multi-factor equity selection framework and targeted fixed-income strategies, alongside distinct Asset Management and Capital Advisory Programs.

Timothy Dukeman is a CFP® professional with seven years of experience currently serving at Teeple Snyder Newsome Wealth & Tax Management. His prior work includes roles at Teeple Wealth Management, LLC, Zaxbys, and Jefferson Media Group. Teeple Snyder Newsome Wealth & Tax Management advises individuals, pension and profit-sharing plans, and business entities, providing asset management, financial planning, ERISA plan services, and tax preparation. The firm manages portfolios primarily on a non-discretionary basis and integrates affiliated accounting and tax services alongside investment management.

Amanda Black is a financial advisor at Capital Cities Investments with 19 years of industry experience. She holds a Series 65 designation and has been with Capital Cities in various capacities since 2006. Amanda serves on the boards of Hanover College and the Zionsville Education Foundation. Capital Cities Investments serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employee benefit plans, offering discretionary portfolio management, modular financial planning, and pension consulting. The firm’s investment process emphasizes asset-allocation modeling with a combination of active and passive managers, using mutual funds and ETFs, along with periodic rebalancing and portfolio monitoring.

Michael Charles is a CFP® professional affiliated with Wallington Asset Management in Indianapolis, IN, with 23 years of industry experience. He has been with Wallington Asset Management since 2012. Wallington Asset Management is an SEC-registered, team-based advisory firm that provides discretionary portfolio management, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, and charitable organizations. The firm employs a multi-factor framework for equity selection and macroeconomic analysis for fixed income, managing over $1.3 billion in discretionary assets across several hundred client accounts.

Cara Buchanan is a CFP® and holds a Series 66 license with 11 years of industry experience. She is currently with Bedel Financial Consulting Inc, joining in 2025 after roles at Ellenbecker Investment Group and Robert W. Baird & Co. prior to that. Bedel Financial Consulting provides customized portfolio management and financial planning to a range of clients, including individuals, families, trusts, charitable organizations, and institutions. The firm employs a fiduciary standard, utilizes a combination of fundamental, technical, and quantitative analysis, and manages accounts using diverse strategies such as derivatives and margin transactions.

Eric Shetter is a CFP® professional with seven years of experience in financial advising. He has been with Elser Financial Planning, Inc. since 2017. Prior to his advisory career, he worked for the MSD of Lawrence Township for 16 years. Elser Financial Planning, Inc. provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses, typically serving clients with portfolios of about $1 million or greater. The firm uses a fee-only model and employs long-term strategies based on Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs with a focus on diversification and tax-efficient rebalancing.

Justin Brammer is a financial advisor at Elevated Financial Group in Indianapolis, holding Series 63 and Series 65 designations with nine years of industry experience. His prior roles include positions at Jarred Bunch Consulting, LLC, Invst, Park Ave Securities LLC, and Horizon Planning Group. Outside of advisory work, he serves as an insurance agent and is the managing member of Brammer Financial, LLC, a bookkeeping entity for advisory compensation. Elevated Financial Group serves individual and high-net-worth households as well as retirement plan sponsors, offering discretionary portfolio management, financial planning, retirement-plan consulting, and coordination of private or alternative investments. The firm employs a diversified, technology-supported investment approach managed by a seven-advisor team overseeing regulatory assets above $500 million.

Adriane Kulczar is a financial advisor with Market Street Wealth Management Advisors, LLC in Indianapolis, IN. She holds Series 65 and Series 66 licenses and has three years of industry experience. Prior to joining Market Street, she worked at LPL Financial and CX Institutional, and spent over a decade at PNC Bank. Market Street Wealth Management Advisors serves individual and institutional clients, including high-net-worth households, retirement plans, foundations, and charitable organizations. The firm provides customized portfolio construction and ongoing asset-allocation oversight, utilizing mutual funds, ETFs, and other investment strategies across multiple service lines.

Joshua John is a financial advisor at LJI Wealth Management, LLC in Indianapolis, IN, with 14 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with LJI Wealth Management since 2009. LJI Wealth Management serves individuals, charitable organizations, corporations, and retirement plans by providing wealth management that integrates investment management, financial planning, and retirement plan consulting. The firm uses a mix of fundamental, quantitative, and technical analysis to tailor portfolios across equities, fixed income, and ETFs, offering both discretionary and non-discretionary account management.

Natalia De Ugarte Munoz is a Series 65 licensed advisor at Woodley Farra with one year of industry experience. She has worked at Woodley Farra Manion since 2024 and previously held positions at Maromo Holdings LP, Stagewood Consortium, C&M Auditors and Administrators, and Samford University. Woodley Farra provides discretionary and non-discretionary investment management to a diverse client base, including high net worth individuals, institutional clients, and charitable organizations. The firm focuses on equity portfolios of larger-capitalization companies and offers distinct strategies such as the Core Value Portfolio and Dividend Portfolio, employing a four-pronged investment analysis approach.

Crystal Jacquay is a Series 65-licensed advisor at Avalon Wealth Advisory, Inc. with six years at the firm and a total of ten years in the financial industry. She previously worked at Oxford Financial Group for nine years before joining Avalon. Avalon Wealth Advisory provides personalized financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm focuses on a consultative approach, working with clients on asset allocation and manager selection while emphasizing traditional strategies and client-directed decisions.

Trae Hassebroek is a financial advisor at Howard Bailey Securities, LLC with Series 63 and Series 65 licenses and approximately one year of industry experience. Prior to joining Howard Bailey Securities, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory roles, he has been involved with Impact Soccer Club since 2023. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm offers discretionary asset management, financial planning, retirement-plan consulting, and utilizes an investment process combining Fundamental and Technical analysis with Modern Portfolio Theory.

Hunter Bartholomew is a financial advisor at Monon Wealth Management in Carmel, IN, holding Series 65 and Series 66 credentials with two years of industry experience. Prior to joining Monon Wealth Management in 2021, he worked at Kleenit Commercial Cleaning and has a background including education at the College of the Holy Cross and Hamilton Southeastern High School. Monon Wealth Management is an SEC-registered advisory firm that provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm uses a combination of fundamental, technical, and charting analysis to manage portfolios with a generally long-term focus, offering both discretionary and non-discretionary portfolio management.

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.