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 with Reify Wealth Advisors, Inc. in Indianapolis, IN, holding Series 66 and Series 63 credentials and having eight years of industry experience. His prior experience includes roles at American Funds, Charles Schwab & Co., Inc., and Conrad Santiago and Associates of Ameriprise Financial. Reify Wealth Advisors serves individual and high-net-worth clients as well as trusts, estates, and business entities, offering investment management, modular financial planning, administrative support, and tax preparation services. The firm follows a long-term buy-and-hold investment approach with primarily non-discretionary management, requiring client approval before implementing portfolio changes.

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.

Shaun Irwin is a CFP® professional with 20 years of experience in the financial industry. He has worked at Forum Private Client Group since 2018 and previously was with JP Morgan Private Bank for three years. He serves as Secretary and Finance Committee member for the Fishers Youth Initiative and is Secretary on the Board of the Financial Planning Association of Greater Indiana. Forum Private Client Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts, combining customized financial planning with portfolio construction across a range of investment vehicles and third-party managers.

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 12 years of industry experience. She currently works at Elser Financial Planning, Inc. and has held prior roles at Ameriprise, Northwestern Mutual Wealth Management Company, and Charles Schwab, among others. Elser Financial Planning, Inc. is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes long-term, Modern Portfolio Theory–based strategic asset allocation with low-cost mutual funds and ETFs, managing over $1.13 billion in discretionary assets across a team of 13 advisors.

Joseph Williamson is a financial advisor with Williamson Legacy Group, LLC in Carmel, Indiana, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Prudential Equity Group, LLC, and Axxcess Wealth Management. Outside of his advisory work, he is involved with TSOAR Ministries, focusing on discipleship and ministry book sales. Williamson Legacy Group offers personalized financial planning and discretionary and non-discretionary investment advisory services to individuals, families, trusts, and institutions. The firm manages over $180 million in discretionary assets and employs a client-specific approach that combines fundamental and technical analysis to tailor portfolios according to individual objectives, tax considerations, and time horizons.

Christopher Evans is a financial advisor with Meridian Investment Advisors, Inc. in Indianapolis, IN. He holds Series 63 and Series 65 credentials and has 21 years of industry experience. Prior to joining Meridian in 2026, he worked for American Century Investments for 21 years and Equity Services, Inc. for one year. Meridian Investment Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers asset management, financial planning, pension consulting, and integrated tax services, using a modern portfolio theory approach focused on risk alignment and periodic review.

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 with Strive Financial Group, LLC in Carmel, IN, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He has worked at multiple firms, including Wellington Wealth Strategies, LLC, and MassMutual Life Insurance Company. Freeman is also involved as an insurance agent through Strive Financial Group. Strive Financial Group, LLC provides discretionary asset management, financial planning, consulting, and ERISA retirement-plan services to individual and high-net-worth clients. The firm uses a combination of quantitative and qualitative analysis to manage portfolios across a range of strategies, including long-term allocations, trading, options, and alternative investments.

Tanner Coulter is a financial advisor with LJI Wealth Management, LLC in Indianapolis, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at The Prudential Insurance Company of America and its affiliated entities from 2015 to 2020. Outside of advisory work, he acts as an insurance agent specializing in livestock insurance and general insurance sales. LJI Wealth Management offers wealth management, investment management, comprehensive financial planning, and retirement plan consulting to individuals, high-net-worth clients, charities, corporations, and pension/profit-sharing plans. The firm’s approach incorporates fundamental, quantitative, and technical analysis, utilizing a range of investment vehicles and strategies tailored to client objectives and risk tolerance.

Joshua Brumbaugh is a financial advisor with Parkwoods Wealth Partners, LLC in Carmel, Indiana. He holds a Series 65 credential and has 11 years of industry experience. In addition to his advisory role, he is an accountant for a technology company focused on graphene development and co-owns a business services firm. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations, providing investment management, retirement plan consulting, and financial planning. The firm employs a long-term, Modern Portfolio Theory-based investment approach emphasizing diversified allocations primarily through mutual funds, ETFs, and fixed-income ladders.

Jo Ann Hendryx is a financial advisor with Intrepid Financial Planning Group, LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Intrepid Financial Planning since 1999 and maintains ongoing business activities as a CPA and attorney, providing tax and estate planning services through DeFelice Engineering Inc. Intrepid Financial Planning Group, LLC offers discretionary, fee-based investment management to a diverse client base including individuals, families, trusts, and pension plans, managing approximately $355 million in client assets. The firm employs a strategic asset allocation approach incorporating Modern Portfolio Theory principles, emphasizing diversification, tax efficiency, and cost control, while providing customized portfolios and maintaining formal affiliations with tax and accounting professionals.