Patricia Parker is a CFP® at Accurate Wealth Management, LLC in Indianapolis, with 24 years of industry experience. She has been associated with Accurate Wealth Management since 2025 and concurrently operates Discovery Wealth Management and Patricia Heaton Parker, CFP, both since 2015. Outside of advising, she leads pro bono Divorce Survival Workshops to support women and conducts educational efforts around Advance Health Care Directives based on her background as a registered nurse. Accurate Wealth Management serves a diverse client base including individuals, pension plans, charities, and corporations, offering discretionary portfolio management, financial planning, and wrap-fee programs. The firm emphasizes value, safety, quality, and risk control in individualized asset allocations, managing most accounts on a discretionary basis while allowing client-imposed restrictions and using subadvisers when appropriate.

Joshua Peters is a financial advisor at Invst, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Boston Mountain Money Management, Cephas Fiduciary Investments, and Cloud Capital LLC. Invst, LLC provides financial planning, consulting, investment management, and retirement plan consulting services to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets through a team of 33 advisors, utilizing fundamental, technical, and cyclical analysis to construct diversified portfolios and employing model portfolios and third-party strategists where appropriate.

John Dewey is a CFP® professional with 14 years of industry experience. He has worked at Advisory Services Network since 2025 and previously spent 12 years at Edward Jones. Outside of his advisory role, he serves as Chairman of the Board for Heartland Film Inc. in Indianapolis. Advisory Services Network is an enterprise firm with a network of approximately 208 independent advisers serving individuals, families, corporations, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, and retirement-plan consulting, managing about $8.6 billion in client assets.

Keith Saunders is a ChFC® credentialed financial advisor with 17 years of industry experience. He is currently with Packerland Brokerage Services, Inc. and has held prior roles at firms including Allstate Insurance Company, Primerica Advisors, Guardian Life Insurance Company of America, and MassMutual. Outside of his advisory work, Saunders is involved in marketing employee benefits programs. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both discretionary and non-discretionary account management through various platforms, combining individualized planning with routine client reviews and due diligence on third-party managers.

Mark Hemmerly is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds a Series 66 designation and has 12 years of industry experience, all with LaSalle St. Securities. Outside of advising, he serves as a branch office administrator and is involved in fixed insurance activities. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, emphasizing a predominantly non-discretionary asset mix uncommon among large advisory firms.

Paul Murans is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, with 27 years of industry experience. He holds Series 63 and 66 licenses and has worked at firms including Merrill and UBS Financial Services before joining Thurston Springer Financial in 2017. Outside of his advisory role, he is a passive investor in horse racing ventures. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing a range of investment strategies that include buy-and-hold and active momentum models.

Philip Lavelle Jr. is a CFP® with 30 years of industry experience, currently serving at Thurston Springer Advisors since 2013. His prior roles include positions at New England Securities, Natcity Investments, Inc., and Prudential Equity Group, LLC. He is treasurer and board member of the Leadership Academy of Madison County and vice president involved in strategic planning for the Anderson Symphony Orchestra. 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 allocation to active models such as Tactical Momentum and Earnings Momentum.

Christopher Esser is a financial advisor with Thurston Springer Advisors in Indianapolis, IN, holding a Series 66 designation and bringing 16 years of industry experience. He has worked at Thurston Springer Financial since 2018 and has been with Edward Jones since 2009. 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, and fiduciary services, employing a range of investment strategies from buy-and-hold to active models such as Tactical Momentum and Earnings Momentum.

Corey Bates is a financial advisor at CoreCap Advisors with a Series 65 credential and one year of industry experience. Prior to joining CoreCap Advisors and Solomon Financial in 2025, he worked at Salesforce and Hopebridge. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon and uses a range of investment vehicles including mutual funds, ETFs, individual equities, and fixed income.

Bradley Rozema is a financial advisor with Thurston Springer Advisors in Indianapolis, IN, holding a Series 63 designation and possessing 46 years of industry experience. He has worked at Thurston Springer Miller Herd & Titak, Inc. since 2014, following prior roles at Wells Fargo Clearing and Merrill. Thurston Springer Advisors serves individuals, high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing a blend of technical and fundamental investment analysis to support both buy-and-hold and active strategies.

Wendelin Padek is a financial advisor at HUB Investment Partners, LLC with 28 years of industry experience. She holds a Series 66 designation and previously worked at Millennium Advisory Services, Inc. and Ameriprise Financial Services, Inc. Padek serves as President-Elect of the Kiwanis Club of Downtown Indianapolis. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations, employing technical and cyclical analysis to align investments with client objectives.

Howard Young is a CFP® professional with over 31 years of experience in the financial services industry. He is currently with St. Bernard Financial Services, Inc. and has previously worked at OSAIC, Sagepoint Financial, Inc., and Heritage Wealth Consultants. His other business activities include serving as a financial advisor under the DBA Maven Retirement Advisors. St. Bernard Financial Services serves individuals, families, trusts, estates, and small businesses, offering portfolio management and investment implementation with a focus on a long-term, conservative growth approach using tactical asset allocation. The firm operates as both an investment adviser and broker-dealer, providing advisory relationships on an asset-based or hourly basis while also offering commissionable products through its broker-dealer arm.

Eric Bilitz is a financial advisor with Vanderbilt Advisory Services in Indianapolis, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior experience includes 20 years at Ameriprise Financial Services, Inc., followed by four years at Ameriprise. Outside of his advisory role, he owns Bilitz and Associates LLC and serves as president of Endeavor Financial Group, which sells fixed insurance products. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, access to third-party sub-advisors and a digital platform, with an investment process that combines fundamental, technical, and charting analysis tailored to client objectives.

Paul Baldassari is a financial advisor with Thurston Springer Advisors in Indianapolis, IN, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked at Summit Financial Group and Summit Brokerage Services since 2004. Outside of his advisory role, Baldassari is the owner of The Baldassari Group, an investment-related branch office. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, employing a variety of investment strategies that include both buy-and-hold and active approaches such as Tactical Momentum and Earnings Momentum models.

Bruce Snyder Jr. is a financial advisor with First Heartland Consultants, Inc. in Carmel, Indiana, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with First Heartland Capital Inc. since 2003. Additionally, he is involved with The Snyder Financial Group, which focuses on the sale and distribution of insurance products. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions.

Scott Carlson is a financial advisor at SPC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Parkland Securities since 2014 and SPC since 2012. Outside of his advisory role, he operates Scott Carlson Financial, providing financial services, and is involved in insurance sales including life, health, and long-term care insurance. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, typically delivering discretionary management with ongoing monitoring and rebalancing.

Ian Mc Gonigle is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He has worked at Schwab Wealth Advisory since 2020 and was previously employed by Morgan Stanley from 2016 to 2017. Mc Gonigle holds a Series 66 credential and is based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm delivers annual financial reviews and investment recommendations but does not exercise discretionary trading authority, differentiating its approach within the Schwab ecosystem.

Colin Holmes is a CFP® with 12 years of experience in financial advising and is currently with Creative Planning. His prior experience includes roles at Four Quadrant Wealth Advisors, WestPoint Financial Group, and Mass Mutual. Outside of his advisory work, he serves as a general manager and assistant coach for a 17-year-old volleyball team, managing practice, tournaments, and club finances. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment approach featuring low-cost indexing and supplemental strategies, supported by a large advisory team and centralized investment infrastructure.

Andrew Verdeyen is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023, previously holding roles at ARGI Investment Services, TD Ameritrade, and several other firms. Cerity Partners provides customized wealth management and related services to a diverse national clientele, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset-allocation and manager selection strategies, combining proprietary quantitative screens with external managers and individual securities.

Ethan Woodruff is a Series 66-licensed financial advisor with Schwab Wealth Advisory in Indianapolis, IN, and has five years of industry experience. Prior to joining Schwab in 2025, he worked at Fidelity Investments for four years and Fifth Third Bank for five years. Outside of finance, he owned and operated the Holy Grail Bar from 2013 to 2019. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.