Andrew Foster is a CERTIFIED FINANCIAL PLANNER™ professional with over 31 years of experience in the financial industry. He is the owner and sole advisor at Premiere Management and has been associated with the firm since 1993. Foster also has a long tenure at Morris Group, Inc., where he has worked since 1994. Premiere Management provides discretionary portfolio management services primarily to individuals, high-net-worth clients, and businesses. The firm employs a tactical asset allocation strategy that adjusts among broad asset classes based on short-term market outlooks and typically uses mutual funds and ETFs to implement client portfolios.

Spencer Shoemaker is a CFP® and holds a Series 65 license with six years of industry experience. He currently leads SRL Financial, an independent firm he joined in 2026 after nine years at Avalon Wealth Advisory, Inc. and a brief tenure at Raymond James & Associates. SRL Financial provides wealth management and financial planning services to individuals and high-net-worth clients, combining Modern Portfolio Theory with both passive and active investment strategies. The firm offers comprehensive planning across multiple areas including retirement, estate, tax, business, and insurance, and employs a fee-only pricing model based on client net worth and income rather than assets under management.

Joshua Corwin is a CFP® professional with 27 years of industry experience. He is the principal of Corwin Company LLC, an independent advisory firm based in Indianapolis, IN, which he has led since 2017. Prior to this, he has been affiliated with LPL Financial LLC since 2009. In addition to his advisory work, Corwin teaches CFP preparatory classes for exam candidates. Corwin Company LLC serves individuals, high-net-worth clients, corporations, and charitable entities by providing financial planning, portfolio management, and 529-plan management. The firm combines fundamental analysis with tactical rebalancing to create individualized asset allocation plans and offers services on both discretionary and non-discretionary bases.

Philip Mcdowell is a financial advisor at Heartland Financial Planners with a Series 65 credential and nine years of professional experience. Prior to his advisory role, he was involved with Heartland Family Mediators, LLC and completed full-time law studies at Indiana University. He is engaged in legal and mediation services through a separate practice connected to the firm. Heartland Financial Planners, LLC is a state-registered, fee-only investment adviser that offers comprehensive financial planning and discretionary investment management primarily to individuals, high-net-worth clients, and small business owners. The firm emphasizes customized planning, diversified ETF-based portfolios, and tax-aware strategies while maintaining client assets with independent custodians.

Jeffery Fierce is the principal of Fierce Wealth Management Group LLC, an independent investment advisory firm based in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to founding his firm in 2024, he was associated with LPL Financial LLC since 2009. In addition to his advisory work, he is a licensed insurance agent involved in the sale of variable life and annuities products. Fierce Wealth Management Group serves individuals, high-net-worth clients, corporations, and charities by providing comprehensive financial planning, portfolio management, and management of 529 college savings accounts. The firm employs an investment process centered on individualized asset allocation, fundamental and tactical analysis, and discretionary portfolio management primarily through wrap-fee program accounts.

David Hamilton Jr. is the sole advisor at Hamilton Wealth, LLC in Westfield, IN, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, and Northwestern Mutual Investment Services LLC. Before entering financial services, he worked at NEXT Sports and Rowe and Hamilton. Hamilton Wealth provides discretionary asset management, retirement-plan advisory, and financial planning services to individuals, high-net-worth clients, trusts, and business entities. The firm combines pension consulting with individual portfolio management, using fundamental and cyclical analysis alongside long- and short-term investment strategies tailored to client goals and risk tolerances.

Richard Ridenour is the Managing Member and Chief Compliance Officer of Circle City Wealth Management LLC, an independent advisory firm based in Carmel, Indiana. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, including ten years at Forum Private Client Group and fifteen years at Forum Credit Union. Circle City Wealth Management provides advisory services to individual and high-net-worth clients, offering ongoing portfolio management and financial planning. The firm employs a long-term trading approach that integrates charting, fundamental analysis, modern portfolio theory, and quantitative methods, managing all client assets in-house on either a discretionary or non-discretionary basis.

Paul Coan is a CFP® and ChFC® credentialed financial advisor with 25 years of industry experience. He has been with Sheaff Brock Investment Advisors, LLC since 2014 and is currently the sole advisor at Raton Wealth in Fishers, Indiana. Outside of advising, he is the owner, managing partner, and editor in chief of Ploutos Communication LLC, an educational publishing company. Raton Wealth is an independent registered investment adviser managing approximately $18 million for about 15 individual clients. The firm offers portfolio management alongside wealth and estate planning services, employing tailored, active strategies within ongoing client relationships.

Jeremy Gates is the principal of Gates Integrated Financial & Tax, LLC, an independent advisory firm based in Westfield, Indiana. He holds Series 65 and Series 66 credentials and has six years of industry experience. Prior to founding his firm, Gates worked with several financial services companies including Cetera, Petry Wealth Management, and Delta Wealth Advisors & CPAs. He is also a licensed CPA involved in tax preparation and planning services. Gates Integrated Financial & Tax, LLC provides wealth management, financial planning, and tax preparation services to individuals, high-net-worth clients, and businesses. The firm offers discretionary portfolio management and written financial plans, combining asset allocation strategies with both passive and active investment vehicles. The firm integrates tax planning with investment management, reflecting the principal’s CPA background and its multi-function approach.

Treavor Dodsworth is a CFP®-certified financial advisor with 10 years of industry experience. He is the principal of Sycomore Financial, an independent advisory firm based in Anderson, IN. In addition to his advisory work, he owns and operates Monthly Financial Coaching LLC, a financial coaching business. Prior to his current roles, he has worked at NorthWest Financial Services and held various positions including at Uber and Premier Accounting Services. Sycomore Financial provides investment advisory and financial planning services to individual clients, focusing on retirement planning, tax considerations, estate planning, and small-business planning. The firm emphasizes passive, diversified portfolios with factor tilts and manages accounts on a non-discretionary basis, offering clients ongoing comprehensive planning or project-based engagements.

Kyle Musleh is the sole advisor at Musleh Wealth Management LLC in Carmel, IN, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at Brass Tax Wealth Management, LPL Financial, and managing his own financial group since 2012. In addition to advisory services, he operates a non-variable insurance business under Musleh Financial Group. Musleh Wealth Management LLC provides portfolio management and investment advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs cyclical and fundamental analysis with a long-term trading approach and prepares tailored Investment Policy Statements for each client.

I thrive on guiding clients onto the right path and helping them navigate a smooth transition into a successful retirement. If you are struggling with questions such as: -I'm tired of working, but can I afford to retire now? -I have a pension that gives me a lump sum option. What should I do? -When should I start taking Social Security? -Most of my savings is in a retirement account that will be taxed when I withdraw from it. Is there a way to pay less in taxes? -How should I invest to protect myself during a financial crisis while still growing my portfolio enough to maintain my lifestyle or meet my income needs? Personal: I'm a recent Pickleball convert and devotee! My family and I are avid travelers and foodies. If I could visit one place again and again, it would be Granada, Spain. I don't think I would ever tire of sitting by the river, sipping wine, munching on tapas, and looking up at the magnificent Alhambra.

Mulong Wang is the principal of Erlang101 Capital Management LLC in Fishers, Indiana, with 13 years of industry experience. He holds a Series 65 designation and has led Erlang101 Capital Management since 2014. Outside of his advisory role, Wang is also the principal of I-Care Financial Corporation, an insurance agency he founded in 2006. Erlang101 Capital Management provides customized, discretionary investment management primarily for high-net-worth individuals, utilizing a combination of fundamental research, technical analysis, and global macro studies to guide portfolio decisions. The firm manages portfolios across equities, ETFs, bonds, no-load mutual funds, and derivatives, and offers performance-based fees for qualified investors alongside asset-based, fee-only arrangements.

Douglas Rotman is a financial advisor at True Wealth Stewards with 25 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to his current role, he worked at Raymond James Financial Services and has operated Planner Proverbs LLC, an education and information company focused on financial topics, since 2020. True Wealth Stewards serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, providing discretionary portfolio management and comprehensive financial planning. The firm combines passive and active investment strategies informed by multiple analytical approaches and offers a formal pension consulting service uncommon among independent advisory firms.

We combine years of education, experience, and partnership with experts in their respective fields, to provide a comprehensive, ongoing wealth management experience. With so much to consider with one’s finances, we serve as a personal CFO - teaching you what you need to know and helping you implement the advice. Primary services include cash flow planning, tax planning, retirement planning, estate planning, insurance planning, education planning, charitable planning, and investment management. In addition to the more technical and quantifiable benefits of working with Gentry Financial, clients also experience accountability, objectivity, clarity, confidence, and the peace of mind that comes with knowing a professional understands their situation inside and out. Zach was drawn to the profession because of his love for people and affinity for numbers. As a CPA, he loves to dive into each client's nuanced situation to uncover opportunities to reduce taxes and optimize growth. He also recognizes and appreciates the immense trust placed in him by his clients and cherishes the depth of these relationships. Zach and his wife love serving in their local church and playing pickleball, golf, and almost any other game with their family and friends. Visit our website to learn more or contact us to schedule a free consultation.

Richard Hirtle is a financial advisor with Plan Wise Wealth Group, LLC in Indianapolis, IN. He holds a Series 65 designation and has one year of industry experience. Prior to his current role, he worked at RA Wealth Group and Able Financial Group. In addition to his advisory work, he is a co-owner of RA Marketing, a marketing business. Plan Wise Wealth Group is an independent, single-advisor firm serving individuals and high-net-worth clients with discretionary and non-discretionary asset management, financial planning, and consulting. The firm’s investment strategies integrate fundamental, technical, charting, and cyclical analysis to align with client goals, and may involve sub-advisors or co-advisors to manage portfolios.

Patrick Sullivan is a CFP® and holds a Series 66 license, with nine years of industry experience. He is the principal of Foundational Financial Advisors, LLC and also operates Foundational Insurance Advisors, LLC and The Law Office of Patrick Sullivan, P.C. He is a licensed attorney and insurance agent in Indiana and serves as a volunteer member of the Echelon Board for the Salvation Army. Foundational Financial Advisors, LLC is a small independent registered investment adviser managing approximately $4.49 million across about 15 client relationships. The firm serves individuals, businesses, and qualified retirement plans, offering tailored investment strategies alongside affiliated legal and insurance services.

Kevin Lewis is the sole advisor at Lewis Wealth Management, LLC in Carmel, IN, holding a Series 65 designation with 11 years of industry experience. He previously worked at Teeple Wealth Management and spent two decades at Boehringer Ingelheim Pharmaceuticals, Inc. Lewis Wealth Management serves individuals, high-net-worth clients, and employer plan sponsors by providing tailored investment management, financial and business planning consulting, and advisement for held-away retirement accounts. The firm offers both discretionary and non-discretionary portfolio management using a combination of passive and active strategies and provides corporate plan-level consulting, including participant education and plan administrator support.

Tod Utter is the principal of I4 Advisors LLC in Indianapolis, IN, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in his advisory firm since 2011. In addition to his advisory work, he owns and operates a CPA firm, UK CPA Group, providing tax preparation and small business accounting services. I4 Advisors provides investment supervisory services and financial planning to individual clients, corporate/business clients, and pension or profit-sharing plan accounts. The firm customizes portfolios based on individual client risk tolerance and objectives, offering both discretionary and non-discretionary management across a range of investment vehicles and strategies.

Gregory Wilson is the sole advisor at G.M. Wilson Private Wealth Management Group in Fishers, Indiana. He holds Series 63 and Series 65 designations and has 23 years of industry experience. Wilson has worked at Traderight Securities, Inc. since 2004. His firm provides portfolio management and written financial planning services to individuals and high-net-worth clients, operating primarily on a non-discretionary basis with client approval required for trades. The investment approach emphasizes conservative asset allocation, large-cap dividend-paying stocks, dollar-cost averaging, and sector diversification through ETFs.