Andrew Durnell is the sole advisor at Perspective Asset Management, LLC, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab for eight years before founding his current firm in 2010. Perspective Asset Management serves individual and high-net-worth clients by providing investment supervisory services and financial planning across various instruments including mutual funds, equities, bonds, ETFs, REITs, and private placements. The firm focuses on discretionary implementation of client plans using a combination of charting, fundamental, technical, and cyclical analysis, and offers financial planning on an hourly basis without managing client assets directly.

George Cassiere is the principal of PACE Financial Group, LLC in Fishers, IN, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PACE Financial Group since 2002. In addition to his advisory role, he serves as a trustee for three Employee Stock Ownership Plans (ESOPs) and performs business valuation and corporate consulting work. PACE Financial Group provides investment advice primarily to privately held business owners, individuals, trusts, estates, and corporations. The firm focuses on fundamental security analysis and a long-term, income-oriented investment approach, with specialized services related to ESOP formations, business valuations, and corporate finance advisory.

Scott Moore is the principal advisor at Moore Private Wealth L.L.C. in Carmel, Indiana, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at RBC Capital Markets, Morgan Stanley Smith Barney, Morgan Stanley & Co., Merrill, and A. G. Edwards & Sons. Moore Private Wealth L.L.C. offers discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, tailoring investment strategies to each client through a written Investment Policy Statement. The firm employs a variety of analytical methods and trading strategies across multiple asset classes and maintains custody of client assets at Schwab Institutional.

Charles Shearman is a CFP® with 24 years of industry experience and is the sole advisor at Prospero Financial Planning, LLC. He has been associated with Castle Advisory Group, LLC since 2000. Prospero Financial Planning is an independent registered investment adviser serving individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers modular financial planning, discretionary and non-discretionary portfolio management, and pension consulting, using fundamental analysis and a range of investment strategies.

I’m a CERTIFIED FINANCIAL PLANNER™ (CFP®) and owner of Elevation Financial, a fee-only financial planning and investment management firm serving progressive SRI/ESG investors. I work with individuals and families who are ready to gain greater control over their money and build a life with intention. I create a judgment-free space that empowers my clients to talk openly about their financial challenges, which can help form healthier relationships with money. I’ve been an entrepreneur for over two decades and have built and sold multiple businesses, including a digital marketing agency, a software company, and other service businesses. As a result of my business background, I often help my clients with similar challenges, including starting a business, or building and optimizing a business. I am tech-forward and highly organized. Many of my clients appreciate this because I am able to help them get organized with their money while providing accountability to help them make progress. Ultimately by working together we will help you make better money decisions, avoid costly detours, and lead a more fulfilling life. I host a weekly personal finance podcast called Wealth Redefined® which can be found whenever you listen to podcasts. I'm a sushi lover, Star Trek nerd and firmly in defense of one space after a period. In addition to comprehensive financial planning, I have some specific areas of deeper expertise. My areas of specific expertise - Socially Responsible Investing / ESG / Impact Investing - Entrepreneurship and mentoring business owners - Financial therapy and helping my clients develop healthier relationships with money - Budgeting and cash flow management - Helping my clients maintain responsible exposure to digital assets / cryptocurrency Credentials - CERTIFIED FINANCIAL PLANNER™ (CFP®) - Chartered SRI Counselor™ (CSRIC®) - Accredited Investment Fiduciary® (AIF®) - DACFP Certificate in Blockchain and Digital Assets® - Certified Financial Therapist - Level I™ Superpowers - Trying 17 different apps to solve a problem and then using none of them - Choosing the perfect stock photo for any occasion Kryptonite - Losing all ability to type when someone is watching Read Michael's blog here: https://www.elevationfinancial.com/blog

James Castagna is a CFP® with 21 years of industry experience and has been advising clients at Noble Financial Advisors LLC since 2012. He holds Series 63 and Series 66 licenses and operates as the sole advisor at his independent firm based in Noblesville, Indiana. Noble Financial Advisors LLC serves individual and high-net-worth clients by providing ongoing investment supervisory services and integrated financial planning. The firm uses a variety of investment strategies and maintains client control over trade approvals, managing all assets in-house without third-party managers.

Eric Crawford is a CFA® charterholder and Series 63 licensee with 11 years of industry experience. He currently serves as the sole advisor at Peace of Mind Wealth Management in Carmel, IN. His prior experience includes roles at UBS, ACT Research, and Copernican Capital. Peace of Mind Wealth Management is an independent advisory firm providing discretionary and non-discretionary portfolio management tailored to individual clients’ objectives and risk tolerances. The firm utilizes fundamental and cyclical analysis alongside modern portfolio theory and may engage in various trading strategies, serving both non-high-net-worth and high-net-worth individuals.

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.

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.

Samuel Walker is a financial advisor with Affinity Financial - The Walker Group LLC in Zionsville, IN, holding a Series 66 credential and 13 years of industry experience. Prior to founding his firm, he worked at Northwestern Mutual for five years. Outside of advising, he is co-owner and managing member of real estate ventures including Affinity Real Estate LLC and Twenty20 Real Estate LLC. Affinity Financial – The Walker Group LLC provides portfolio management, financial planning, and retirement advice to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm manages discretionary assets and uses a range of investment strategies supported by third-party tools, offering services such as educational seminars and private fund monitoring for qualified clients.

Richard Ridenour is the managing member and chief compliance officer of Circle City Wealth Management LLC in Carmel, Indiana. He holds the Series 63 and Series 65 designations and has 26 years of experience in the financial services industry. His prior roles include positions at Forum Private Client Group, Forum Credit Union, and PRUCO Securities. Circle City Wealth Management LLC provides advisory services to individual and high-net-worth clients, focusing on portfolio management, financial planning, and educational seminars. The firm uses a combination of fundamental analysis, modern portfolio theory, and quantitative methods to tailor long-term investment strategies consistent with clients’ goals and risk tolerance.

Paul Coan is a CFP® and ChFC® credentialed financial advisor with 26 years of industry experience. He has worked at Morgan Stanley Dw Inc., Wealth Planning & Management, LLC, and Sheaff Brock Investment Advisors, LLC before founding Raton Wealth. Coan is also the owner and editor in chief of Ploutos Communication LLC, an educational publishing company. Raton Wealth is an independent advisory firm managing approximately $18 million for around 15 individual clients. The firm provides portfolio management alongside comprehensive wealth and estate planning services, employing strategies that may include active market timing.

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.

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.

Michael Broderick is a financial advisor at Turtair Capital Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MCC Financial Advisors, LLC since 2009. Turtair Capital Advisors provides financial planning and investment management to high-net-worth individuals, families, business owners, and institutional entities. The firm focuses on clients with net worths above $5 million and offers a range of services including retirement, estate, college, and cash-flow planning alongside portfolio management that emphasizes asset allocation and independent manager selection.

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.

Brian Kirschbaum is the principal advisor at Cherry Wealth Management LLC in Lebanon, Indiana. He holds a Series 65 designation and founded the firm in 2026. His prior work experience includes roles at Openlane, Aces Quality Management, and Aces Power Marketing. Outside of financial advising, he has worked as a sports official and referee since 2019. Cherry Wealth Management provides discretionary portfolio management, comprehensive financial planning, and wealth-management services to individuals, families, small business owners, and retirement investors, with a particular focus on families involved in travel sports. The firm uses a goals-based, long-term investment approach that incorporates fundamental and quantitative analysis, typically emphasizing low-cost passive funds with tactical overlays and tax-aware strategies.

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.