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

Bryan Byrer is the principal advisor at Millennial Financial Planning in Indianapolis, IN, holding Series 63 and Series 66 designations with 10 years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Foresters Financial Services, among others. Millennial Financial Planning is a fee-only, independent registered investment adviser that serves individual clients, including high-net-worth individuals, offering investment management and comprehensive financial planning. The firm emphasizes strategic asset allocation and passive portfolio construction based on Modern Portfolio Theory, utilizing Outside Managers and direct indexing as part of its approach.

Rickie Davison is a financial advisor at Davison Wealth Management, LLC in Indianapolis, IN, holding the ChFC® and Series 66 designations with 24 years of industry experience. He has worked with H D Vest Advisory Services and H.D. Vest Financial Services since 2008 and has operated RG Davison & Assoc, Inc. since 1993. Outside of advisory services, he owns and operates an independent insurance agency specializing in property and casualty insurance. Davison Wealth Management provides financial planning and discretionary portfolio management to individuals, trusts, retirement plans, and small businesses. The firm uses a buy-and-hold investment approach focused on mutual funds and ETFs, incorporating client risk tolerance through questionnaires, and also offers affiliated insurance consulting and brokerage services.

Alexander Kanellopoulos is a CFP® with two years of industry experience, currently serving as the sole advisor at Dreamvision Capital in Indianapolis, IN. His prior roles include positions at Tapfin/EY, The Leaders Group Inc, Osaic Wealth, and Fidelity Investments. Outside of financial advising, he is involved in tutoring students for series exams and provides financial education to employees of companies and retirement systems. Dreamvision Capital offers fee-based discretionary portfolio management, comprehensive financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a tactical allocation strategy that incorporates fundamental, technical, and cyclical analysis across various instruments, emphasizing security-level analysis and external research publication.

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.

Cory Smith is the sole advisor at Indy Wealth Solutions, LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has led Indy Wealth Solutions since 2016. In addition to advisory services, he is licensed to sell life insurance products and dedicates a small portion of his time to this activity. Indy Wealth Solutions provides tailored investment management and comprehensive financial planning for individual and high-net-worth clients. The firm focuses on passive portfolio construction using low-cost index funds and ETFs, managing accounts largely on a non-discretionary basis with periodic reviews.

Timothee Hammond is a financial advisor at Hoosier Financial Planning, LLC in Indianapolis, IN, holding a Series 66 designation with 15 years of industry experience. He previously worked at Edward Jones for nine years before founding his current independent firm in 2019. Hoosier Financial Planning serves individual investors, trusts, estates, charitable organizations, and business entities with financial planning, consulting, and portfolio management services. The firm offers discretionary management through a wrap fee program and employs a range of investment analysis methods and asset allocation strategies, maintaining a service model that separates financial planning from ongoing portfolio management.

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.

Samuel Walker is a financial advisor with Affinity Financial – The Walker Group LLC in Zionsville, IN, holding a Series 66 designation and 12 years of industry experience. Prior to founding his current firm in 2017, he worked at Northwestern Mutual from 2012 to 2017. Outside of advisory work, he is involved in real estate management through 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 approximately $42.1 million in discretionary assets and employs a multifaceted investment approach incorporating fundamental, quantitative, technical, and modern portfolio theory analyses.

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.

Shaun Knoch is a financial advisor with Blackwood Investment Group, LLC in Indianapolis, IN, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Blackwood Investment Group since 2006 and is also involved with Long Term Care Benefits, Inc. and Ethos Properties, LLC. Blackwood Investment Group serves individuals, pension and profit-sharing plan sponsors, trusts, estates, charitable organizations, corporations, and other business entities, providing wealth management, financial planning, portfolio management, pension consulting, and sub-advisory services. The firm emphasizes retirement plan work and pension consulting, delivering portfolio management primarily on a non-discretionary basis with client approval required before trades are executed.

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.

My path into financial planning started with a conversation that I had with my mom. When I was in my late 20s, we were talking about student loans, and she mentioned that she wished she had someone to walk her through all the different options that were available when we were figuring out how to pay for college. That comment really resonated with me. I realized I wanted to be that person for others when it comes to their finances, someone who helps them understand their choices so they can make confident decisions. I've always been drawn to math and numbers, so this work feels like a natural fit. I earned my B.S. in Mathematics from Purdue and my M.S. in Accounting from IUPUI. Over the past decade and a half in the financial services industry, I've earned my CPA, CFP, and CFA designations. What really drives me is using the skills that I've developed to help people navigate the maze of rules around investments, retirement, and taxes. We've built so many incentives to encourage retirement savings, but the rulebook that comes with them can be overwhelming. Helping clients work through that complexity is what I do best. My focus is on retirement planning, tax planning, and managing investments in a tax-efficient manner. I spend my days preparing financial plans, building retirement projections, managing portfolios, running tax projections and Roth conversion analyses, and figuring out withdrawal strategies that keep more money in my clients' pockets. What I love most about this work is getting to know my clients and becoming someone they trust. I want to be the first person they think to call when they need help or have a question. Retirement brings a lot of changes, and I find it rewarding to help clients identify what matters most to them and then build a plan to get there.

Jeffrey Binkley is the principal of Binkley Wealth Management Group LLC, an independent firm based in Avon, Indiana. He holds Series 63, 65, and 66 licenses and has 17 years of experience in the financial industry. He has led his firm since 2010. Additionally, he is a licensed insurance agent. Binkley Wealth Management Group LLC provides investment supervisory services and one-time financial planning primarily to individual clients. The firm uses a blend of charting, fundamental, technical, and cyclical analysis with both long- and short-term trading approaches, managing approximately $6.7 million in non-discretionary assets.

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.

Jared Defore is a financial advisor at Onward Fi, LLC with 11 years of industry experience. He holds the CFP®, PFS™, and Series 65 designations. Prior to founding Onward Fi in 2023, he worked for nine years at Market Street Wealth Management Advisors, LLC. Onward Fi serves individual clients by providing combined investment management and comprehensive financial planning services. The firm employs a primarily passive investment approach using index mutual funds and ETFs, supplemented by various analytical methods to guide asset allocation, while focusing on tax efficiency and periodic rebalancing.

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.

Edward Gunnell II is the principal of Gunnell Financial Planning in Plainfield, IN, with 31 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at HBC Wealth Management and Cetera Advisors LLC. Outside of financial advising, he serves on the board of directors for Harper Brown Capital and also works as a youth soccer referee. Gunnell Financial Planning is a fee-only, independent advisory firm serving individuals, institutional clients, and businesses such as pension plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation and global diversification, implementing portfolios primarily with no-load mutual funds and ETFs on a buy-and-hold basis while providing additional tax, insurance, and financial planning services.

Robert Dalzell is a financial advisor at FNEX Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Indie Asset Partners, Wells Fargo Clearing Services, and Wells Fargo Advisors. Outside of advisory work, Mr. Dalzell serves on the Board of Directors for the George4 Foundation and owns Prixmier, LLC, a non-investment-related business. FNEX Wealth serves high-net-worth individuals, families, family offices, businesses, and institutional clients with discretionary portfolio management and separately managed accounts focused on marketable securities. The firm employs a disciplined, fundamental, value-oriented investment process targeting long-term appreciation through equity securities trading below intrinsic value.

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.