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.

Henry Dierkes is a financial advisor at Halter Ferguson Financial Inc with a Series 65 credential and one year of industry experience. His prior work includes roles at DoorDash and Annex Wealth Management. 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 emphasizes fundamental analysis guided by client-specific investment policy statements and offers both diversified long-term strategies and a specialized “REBELLIONAIRE” program involving concentrated positions and options strategies.

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.

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 11 years of experience in the financial industry. She is currently with Elser Financial Planning, Inc. and has previously worked at Ameriprise, Northwestern Mutual, Raymond James, Charles Schwab, and other firms. Allison 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 focuses on long-term, Modern Portfolio Theory–based asset allocation using low-cost mutual funds and ETFs, managing over $1.13 billion in discretionary assets with a team of 13 advisors.

Joseph Williamson is a financial advisor at Williamson Legacy Group, LLC in Carmel, IN, with 41 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Advisors LLC and Axxcess Wealth Management, LLC. Outside of advising, Williamson is involved in TSOAR Ministries, focusing on discipleship and ministry book sales. Williamson Legacy Group offers personalized financial planning and investment advisory services to individuals, families, trusts, estates, and qualified retirement plans. The firm uses a client-specific financial plan combined with fundamental and technical analysis to develop long-term portfolio strategies and manages roughly $183 million in discretionary assets for around 343 clients.

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 at Strive Financial Group, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wellington Wealth Strategies, LLC and MassMutual Life Insurance Company. Freeman is also involved as an insurance agent affiliated with Strive Financial Group. Strive Financial Group, LLC is a registered investment adviser serving individual and high-net-worth clients, as well as qualified retirement plans. The firm offers discretionary asset management, financial planning, and ERISA retirement-plan services, utilizing a combination of quantitative and qualitative strategies across various investment approaches.

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.

Richard Thomas is a financial advisor with Signature Financial Services, Ltd in Noblesville, IN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Signature Financial Services since 1999 and concurrently at First Heartland Capital, Inc. and Ag Resource Management. Outside of advising, he operates a tax preparation business. Signature Financial Services provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and business entities. The firm’s investment approach is asset-allocation driven, using model portfolios and institutional strategists, with a focus on mutual funds, ETFs, and other asset classes, while offering both discretionary and non-discretionary portfolio management.

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.

Madeline Speckman is a CFP® and holds a Series 66 license with seven years of industry experience. She currently serves as an advisor at Meridian Investment Advisors, Inc., having joined the firm in 2026. Prior to Meridian, she worked at Sanctuary Advisors, LLC and Sanctuary Securities, Inc., as well as Merrill and Walker Information. Outside of her advisory role, Speckman serves as Secretary on the board of the Kappa Alpha Theta Facility Corporation in Indianapolis. Meridian Investment Advisors provides comprehensive asset management and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs a modern portfolio theory-based approach that integrates asset allocation, portfolio structure, and specialist management, while also offering in-house tax and accounting services alongside pension consulting.

Luke Drye is a financial advisor at LJI Wealth Management, LLC in Indianapolis, holding a Series 65 designation with four years of industry experience. His prior work includes roles at DFAS Indianapolis and ESG Security/CSC. LJI Wealth Management serves individuals, high-net-worth clients, charities, corporations, and pension/profit-sharing plans, managing approximately $1.37 billion in assets. The firm offers wealth management, financial planning, and retirement consulting using a range of investment strategies tailored to client objectives and risk tolerance.

Kyle Mc Cune is a CFP®-certified financial advisor with four years of industry experience, currently with Reify Wealth Advisors, Inc. in Indianapolis, IN. His prior roles include positions at Worley Erhart-Graves Financial Advisors, Inc. and Bridge Financial Strategies, LLC. Reify Wealth Advisors provides investment management, financial planning, tax preparation, and administrative support services to individuals, high-net-worth clients, trusts, estates, and corporate entities. The firm employs a buy-and-hold investment approach with annual rebalancing and operates primarily on a non-discretionary basis, requiring client approval for portfolio changes.