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® with 23 years of industry experience, currently serving as an advisor at Wallington Asset Management since 2012. He holds Series 63 and Series 65 licenses and is based in Indianapolis, IN. Wallington Asset Management is a SEC-registered investment adviser with a nine-advisor team managing approximately $1.15 billion for about 300 clients. The firm serves individuals, qualified retirement plans, trusts, estates, and other entities, offering discretionary portfolio management, financial planning, and investment consulting with a focus on tailored portfolios and risk-managed asset allocation.

Grady Gaynor is a financial advisor with Indie Asset Partners, LLC in Carmel, IN, holding a Series 66 designation and 23 years of industry experience. He has been with Indie Asset Partners since 2010. Outside of his advisory role, Mr. Gaynor is a member of Indie Diversified Partners, LLC and has experience as an independent insurance agent. Indie Asset Partners provides financial planning, portfolio management, multi-family office, and retirement plan advisory services to individuals, high-net-worth clients, retirement plan fiduciaries, and private investment funds. The firm manages portfolios using a range of investment vehicles and is notable for its affiliated-fund platform and cross-disciplinary affiliation with a law firm.

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.

John Glander is a financial advisor at Golden Reserve Retirement, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Enterprise, The Prudential Insurance Company of America, BMO Harris Bank, Northwestern Mutual, and Charles Schwab. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, employing a long-term, predominantly passive investment approach based on modern portfolio theory. The firm offers discretionary management, estate-planning, and tax-preparation services through affiliated entities, and maintains formal affiliations with a law firm and a tax affiliate as part of its advisory offering.

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.

Ivy Emerick is a CFP® with 26 years of experience in financial advisory. She currently works at Harvest Investment Services, LLC and has previously been with Wealth Advisory Solutions, LLC and Comprehensive Financial Planning Services Corp. Harvest Investment Services, LLC manages approximately $534 million in client assets and serves a diverse client base including individuals, retirement plans, trusts, and corporations. The firm employs an actively managed tactical investment approach and offers a range of services such as portfolio management, financial planning, pension consulting, and held-away 401k management through a multi-advisor team structure.

Adriane Kulczar is a financial advisor at Market Street Wealth Management Advisors, LLC in Indianapolis, IN, holding Series 66 and Series 65 credentials with two years of industry experience. Her prior work includes positions at LPL Financial, CX Institutional, and PNC Bank. Market Street Wealth Management Advisors serves individual and institutional clients, including high-net-worth households and charitable organizations, providing discretionary wealth management, retirement plan consulting, and a Foundations program for clients with under $250,000 in investible assets. The firm emphasizes customized portfolio construction and ongoing asset-allocation oversight using mutual funds, ETFs, and other strategies.

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.

James Lewis III is a financial advisor at National Wealth Management Group, LLC with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked with firms including Independent Financial Partners and LPL Financial. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach and offers a range of portfolio management and consulting services through multiple platforms and a network of advisers.

Natalia De Ugarte Munoz is a Series 65-licensed financial advisor with one year of industry experience, currently with Woodley Farra Manion. Her previous roles include positions at Maromo Holdings LP and Stagewood Consortium. Woodley Farra Manion Portfolio Management, Inc. provides discretionary and non-discretionary investment management to a range of clients, including individuals, pension plans, and institutional clients. The firm emphasizes long-term equity-focused strategies supported by a multistrategy analytic framework and conducts formal quarterly portfolio reviews through a structured team process.

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.

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 with NorthWest Financial Services Inc in Indianapolis, holding a Series 65 designation and three years of industry experience. Prior to joining NorthWest Financial Services in 2021, she worked for Two Five Apparel for seven years. She also maintains an insurance license, which she uses to evaluate and recommend insurance products to clients. NorthWest Financial Services primarily serves individual investors and offers financial planning and discretionary portfolio management, incorporating tax preparation and insurance analysis as ancillary services. The firm employs a two-tiered, value-oriented investment approach focused on liquidity preservation and long-term growth.

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.