Susan Elser is a CFP®-certified financial advisor with 21 years of industry experience. She has worked at Elser Financial Planning, Inc. since 2007 and previously spent two years at Charles A. Liles & Associates, Inc. She 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 provides comprehensive financial planning and ongoing portfolio management, emphasizing long-term, Modern Portfolio Theory–based asset allocation using low-cost mutual funds and ETFs.

Jonathan Mccarty is a financial advisor at Elevated Financial Group with 10 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Elevated Financial Group in 2024, he worked for Invst from 2016 to 2024. Outside of his advisory role, he serves as a managing member of JPM Consulting, LLC, which handles bookkeeping for his compensation. Elevated Financial Group provides discretionary portfolio management, financial planning, retirement-plan advisory, and consulting services to individual and high-net-worth households as well as retirement plan sponsors. The firm employs a diversified investment approach combining fundamental, quantitative, and technical analysis supported by technology and formal service provider due diligence.

Nikki Wheeler is a financial advisor with Intrepid Financial Planning Group, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been affiliated with Intrepid Financial Planning since 1999 and the Morris Group since 2004. In addition to her advisory role, she is president and sole shareholder of Nikki Wheeler CPA, P.C., a CPA firm specializing in tax return preparation. Intrepid Financial Planning Group, LLC provides discretionary, fee-based investment management to a diverse client base including individuals, families, trusts, and pension plans. The firm employs a strategic asset allocation approach incorporating Modern Portfolio Theory principles, focusing on diversification, tax efficiency, and cost control, and offers customized portfolios managed on a discretionary basis.

Bryce Luedtke is a financial advisor at Wallington Asset Management with a Series 65 credential and one year of industry experience. Prior to joining Wallington, he held roles at Merchants Capital, U.S. Bank, VIA Credit Union, Indiana Wesleyan University, and Mississinewa High School. Wallington Asset Management is a team-based SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages over $1.3 billion in discretionary assets and employs a multi-factor framework for equity selection along with targeted fixed-income strategies, offering tailored portfolio management and financial planning services through both Asset Management and Capital Advisory programs.

Ivan Hoffman is a CFP® and Series 65 credentialed financial advisor with 22 years of industry experience. He has been with FI3 Financial Advisors, LLC since 2013. Hoffman serves on the investment committee of the Lawrence Township School Foundation and is a member of the Joint Investment Board for the Central Indiana Community Foundation. FI3 Financial Advisors primarily serves high-net-worth individuals and multi-generational families as a multi-family office, offering comprehensive wealth planning, tax and estate coordination, pension consulting, and investment management. The firm combines active and passive portfolio management with integrated financial planning across a broad range of public and private asset classes, including proprietary private funds with carried-interest arrangements.

James Wenglikowski III is a CFP® certified financial advisor with three years of industry experience, currently serving at Elser Financial Planning, Inc. in Indianapolis, IN. He has been with Elser Financial Planning since 2021. Elser Financial Planning, Inc. is a fee-only advisory firm that provides personalized financial planning and portfolio management to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes long-term, Modern Portfolio Theory–based strategic asset allocation using low-cost mutual funds and ETFs, managing over $1.13 billion in discretionary assets with a team of 13 advisors.

Daniel Lucas is a financial advisor with LJI Wealth Management, LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses and has 12 years of industry experience. He has been with LJI Wealth Management since 2014. 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 employs a range of investment strategies tailored to client objectives and risk tolerance and manages approximately $1.37 billion in client assets through a team of 13 advisors.

William Wendling is a CFA® charterholder with 26 years of industry experience. He has been with Bedel Financial Consulting, Inc. since 1996. Bedel Financial Consulting provides customized portfolio management and financial planning to private individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm is a fee-only registered investment adviser that manages client accounts primarily on a discretionary basis and follows a fiduciary standard for retirement accounts.

Robert Fredrikson is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Generational Wealth Management and previously worked for Creative Financial Designs, Inc. and Cfd Investments, Inc. He also operates Fredrikson Financial and is involved in independent insurance sales on a limited basis. Generational Wealth Management is a team-based registered investment adviser serving individuals and high-net-worth households with discretionary portfolio management, financial planning, and additional services such as tax preparation and family-office bill pay. The firm utilizes a combination of active and passive strategies within customized asset-allocation models and manages client accounts through established custodians.

David Stitt is a financial advisor with Curry Webb Wealth Management LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at firms such as Ameriprise Financial Services, Guardian Life Insurance Company, and Piper Sandler & Co. Curry Webb Wealth Management provides customized financial planning and discretionary investment management primarily to individual investors and trusts. The firm’s investment approach emphasizes diversified asset allocation through mutual funds and ETFs, supported by regular Investment Committee reviews and integrated financial planning services.

Matthew Yeiter is a CFP® with 15 years of industry experience and is a 65% owner and president of NorthWest Financial Services, Inc. He has worked at the firm since 2011 and holds an insurance license, which he uses to assist clients with insurance evaluations. NorthWest Financial Services is a team-based registered investment adviser serving mainly individual and high-net-worth clients, as well as trusts and estates. The firm employs a two-tiered investment approach combining conservative instruments for liquidity with an actively managed, value-oriented sleeve for long-term growth, managing a mid-hundreds-million-dollar discretionary asset base.

Leonard Neisler is a financial advisor with The Wellington Group LLC in Indianapolis, holding a Series 63 designation and bringing 56 years of industry experience. His prior roles include positions at MML Investors Services, Inc., Massachusetts Mutual Life Insurance Company, and The Financial Group, Inc. Outside of advising, he serves as president of the Snow Drifters of Hamilton County and as secretary/treasurer of the American Council of Snowmobile Associations. The Wellington Group provides wealth and financial planning, consulting, and portfolio management to individuals, high-net-worth clients, and small businesses. The firm employs a team structure and combines passive and active management with client-specific investment policies, often utilizing third-party managers and alternative strategies.

Matthew Roop is a CFP® with 14 years of experience in financial advising. He has worked at Deerfield Financial Advisors, Inc. since 2015 and previously held positions at Catalyst Financial Consulting, LLC, Bedel Financial Consulting Inc, and Charles Schwab. He is based in Indianapolis, IN. Deerfield Financial Advisors serves individuals, retirement plan sponsors, trusts, estates, and business entities, providing wealth management, discretionary investment management, financial planning, and retirement plan consulting. The firm uses model-based investment strategies focused on diversification, low-cost funds, and tax efficiency, primarily implementing client accounts through the Schwab Advisor Services platform.

Ty Williams is a Series 65 licensed advisor with Curry Webb Wealth Management LLC in Indianapolis, IN, and has three years of industry experience. He has been with Webb Capital Management, LLC since 2022. Curry Webb Wealth Management provides customized financial planning and discretionary investment management primarily to individual investors and trusts. The firm emphasizes diversified asset allocation using mutual funds and ETFs, supported by regular Investment Committee reviews and integrated financial planning services.

Charles Skinner is a CFP® professional with 22 years of experience in the financial industry. He is currently with An Exceptional Life Financial, LLC, where he has worked since 2021. His prior experience includes roles at Watermark Wealth Management, LLC, Summit CPA Group, and his own firm, Skinner Financial Services. An Exceptional Life Financial serves individuals, families, high-net-worth clients, small businesses, and educational institutions, offering comprehensive financial planning, investment management, tax preparation, and employee benefit plan consulting. The firm constructs individualized investment plans using a mix of passive and active strategies and provides ongoing portfolio supervision.

Ross Gaddy is a financial advisor with Strive Financial Group, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Wellington Wealth Strategies and Mass Mutual Life Insurance Company. He also works as an insurance agent involved in fixed insurance sales. Strive Financial Group, LLC provides discretionary asset management, financial planning, and ERISA retirement-plan services to individual and high-net-worth clients. The firm employs both quantitative and qualitative analysis across a range of investment strategies and regularly monitors and rebalances client portfolios.

Eric Harley is a financial advisor at Sowell Management with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Purshe Kaplan Sterling Investments, Inc., International Assets Advisory, LLC, and CONCERT Wealth Management, Inc. Outside of his advisory role, he serves on the board of directors for the Morse Waterways Association, a nonprofit focused on the water quality of Morse Lake. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs through discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers a range of solutions including model portfolios, sub-advisory relationships, third-party manager selection, and unified managed accounts.

Sara Murans is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, with eight years of industry experience. She holds the Series 63 and Series 65 licenses and has been with Thurston Springer Financial since 2017. Outside of her advisory work, she is a 50% partner in RCR Development 238, LLC. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, employing a range of investment strategies from buy-and-hold to more active tactical models.

Brian Napier is a financial advisor with Ausdal Financial Partners, Inc. in Greenwood, Indiana, holding Series 65 and Series 66 credentials and bringing 22 years of industry experience. He has been with Ausdal Financial Partners since 2013. Outside of his advisory role, he is also licensed as an insurance agent with Silver Birch Capital, dedicating approximately one hour per month to the sale of insurance products. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets through a network of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies and custodial platforms.

Kevin Cassidy is a financial advisor at Larson Financial Group, LLC in Indianapolis, IN, with 16 years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at Charles Schwab for nine years before joining Larson Financial Group in 2025. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to a diverse client base including individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a mix of model portfolios and custom discretionary programs using strategic and tactical approaches, and offers specialized pension consulting services.