Garrett Kern is a CFP® professional with three years of industry experience, currently serving at FI3 Financial Advisors, LLC. He has been with Fi3 Advisors since 2021 and previously worked at Butler University. FI3 Financial Advisors, LLC is a multi-family office serving high-net-worth individuals and multi-generational families, providing comprehensive wealth planning, tax and estate coordination, pension consulting, and investment management. The firm combines active and passive portfolio management with integrated financial planning and offers proprietary private funds along with consolidated reporting across public and private holdings.

Jenel Darland is a financial advisor with Halter Ferguson Financial Inc. holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to joining Halter Ferguson Financial, she worked at Mercer Global Advisors Inc., PwC, and Raymond James Financial Services. Halter Ferguson Financial Inc. offers 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 relies on fundamental analysis and client-specific investment policy statements, with a focus on diversified, intermediate-to-long-term strategies and a specialized program incorporating options strategies for select clients.

Brian Martin is a CFP® with 34 years of industry experience, currently serving as an advisor at Strategic Wealth Partners, Ltd. He previously worked at Securities America Advisors and Securities America Inc. from 2015 to 2023. Outside of his advisory role, Martin is involved with Cambridge Financial Consultants, LLC, where he engages in life insurance and annuity sales. Strategic Wealth Partners, Ltd. serves individuals, pension and profit-sharing plans, foundations, and corporate accounts, providing comprehensive portfolio management, financial planning, retirement plan consulting, and OCIO services. The firm manages approximately $1.3 billion through diversified investment strategies and integrates financial planning into many client relationships.

Bryan Alexander is a financial advisor with Capital Cities Investments in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Capital Cities Investments since 1995 and previously was with Triad Advisors, LLC. Outside of his advisory role, he serves on the Portland Elks Lodge board as Exalted Ruler and is a member of the Jay County Council. Capital Cities Investments serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employee benefit plans with discretionary portfolio management, modular financial planning, and pension consulting. The firm’s investment approach combines asset-allocation modeling with active and passive manager implementation, utilizing tools like Schwab Institutional Intelligent Portfolios and Callan’s UMA platform.

Austin Stagman is a financial advisor at Bedel Financial Consulting Inc in Indianapolis, IN, with nine years of industry experience. He has been with Bedel Financial Consulting since 2016. He holds Series 63 and Series 65 designations. Bedel Financial Consulting provides customized portfolio management and financial planning for individuals, families, trusts, charitable organizations, institutions, and retirement plans. The firm uses a combination of fundamental, technical, and quantitative analysis across various investment strategies and operates as a fee-only registered investment adviser under a fiduciary standard.

Matthew Eckert is a CFP® professional with 26 years of experience in the financial advisory industry. He has been with Avalon Wealth Advisory, Inc. since 2000 and holds Series 63 and Series 65 licenses. Avalon Wealth Advisory, Inc. serves individuals, trusts, estates, charitable organizations, and retirement plans, focusing primarily on high-net-worth clients. The firm offers personalized financial planning and investment advisory consultation through a consultative approach, emphasizing traditional strategies, no-load funds, and client-directed decisions without discretionary trading authority.

Michael Shrift is a financial advisor with Monument Advisers in Carmel, IN, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Aspire Health Indiana, MML Investors Services, LLC, MassMutual Life Insurance Company, and Community Health Network. Monument Advisers is a fee-only firm serving individuals, high-net-worth clients, charitable organizations, pooled vehicles, and corporate clients with discretionary and non-discretionary portfolio management. The firm uses asset-allocation principles and modern portfolio theory, combining passive and active funds with a long-term holding approach while offering values-based investing options such as socially responsible and Biblically Responsible Investing.

Bradford Ferguson is a CFA® charterholder and holds a Series 65 license with 20 years of experience in the financial industry. He has been with Halter Ferguson Financial Inc since 2005, where he works as part of a seven-advisor team based in Carmel, IN. Halter Ferguson Financial Inc provides fee-only financial planning and discretionary portfolio management to individuals, families, small businesses, trusts, charitable organizations, and employer-sponsored plans. The firm employs fundamental analysis guided by client-specific investment policy statements and offers a range of strategies including a branded program that utilizes concentrated positions and options strategies.

Raquel Schiavon is a financial advisor at Proxy Wealth Advisors LLC with a Series 65 designation and one year of industry experience. She previously worked as a self-employed professional and currently manages an English teaching program for non-English speakers at Internexus Indiana. Proxy Wealth Advisors LLC provides fee-based discretionary portfolio management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy and serves a diverse client base, including foreign individuals with specialized immigration-related financial planning.

Chyathorn Zipperle is a financial advisor at The Wellington Grp LLC with one year of industry experience. He holds a Series 66 designation and has prior experience at MML Investors Services, LLC, MassMutual Life Insurance Company, and several policy and advocacy organizations including The Heritage Foundation. The Wellington Group provides wealth planning, consulting, and investment management services to individuals, high-net-worth clients, and small businesses. The firm uses a combination of active and passive investment strategies and offers customized portfolio management with a focus on a diverse range of asset classes, including private funds and alternative investments.

Samuel Oliphant is a CFP®, CFA®, and Series 65 credentialed advisor at Wallington Asset Management with five years of industry experience. He has worked at Wallington Asset Management since 2021 and previously held positions at The Wellington Group LLC, Cummins Inc., and Indiana University. Wallington Asset Management is a team-based SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, investment consulting, and retirement plan consulting, managing over $1.3 billion in assets using a multi-factor equity selection framework and targeted fixed-income strategies.

Kyle Harlemert is a Series 65-licensed financial 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, which manages rental properties. Woodley Farra provides discretionary and non-discretionary investment management to a range of clients including individuals, pension plans, trusts, estates, charitable organizations, corporations, and institutions. The firm focuses on equity portfolios of larger-capitalization companies and offers named strategies such as the Core Value Portfolio and Dividend Portfolio, with investment decisions based on fundamental, quantitative, technical, and economic analyses.

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 and portfolio management. He has worked at Elser Financial Planning, Inc. since 2014, based in Indianapolis, IN. Elser Financial Planning, Inc. is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, and small businesses with comprehensive financial planning and ongoing investment management. The firm emphasizes long-term, Modern Portfolio Theory–based asset allocation using primarily low-cost mutual funds and ETFs, managing over $1.13 billion in discretionary assets as part of a total of roughly $2.1 billion in client assets.

R Smith is a CFP® and CFA® charterholder with 19 years of industry experience. He has worked at KCPAG Financial Advisors LLC, Kcpag Insurance Services LLC, Kemper Capital Management LLC, Securities America Inc., and Kemper CPA Group. KCPAG Financial Advisors LLC provides financial planning, portfolio management, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm serves approximately 405 clients with a team of 13 advisors across 27 offices, offering tailored asset management through fundamental analysis, a variety of strategies, and both discretionary and non-discretionary management options.

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.