Matthew Teeple is a financial advisor with Teeple Snyder Newsome Wealth & Tax Management in Indianapolis, IN. He holds a Series 66 designation and has 19 years of industry experience, including 18 years at Teeple Wealth Management. Teeple is a minority owner of Diamond Maps, a business based in Indiana. Teeple Snyder Newsome Wealth & Tax Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business clients. The firm offers a goal-focused investment process centered on diversified, multi-asset portfolios with strategic allocation targets, regular rebalancing, and occasional tactical tilts, alongside integrated tax preparation and accounting services.

Tyler Needler is a financial advisor at Wealth Advisory Solutions, LLC with 17 years of industry experience. He holds the Series 66 designation and has been with Wealth Advisory Solutions since 2017, previously working at Canterbury Investment Management from 2016 to 2019. Wealth Advisory Solutions, LLC provides financial planning, investment consulting, and asset management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a tailored approach that includes written financial plans and Investment Policy Statements, implementing strategies through strategic and tactical asset allocation with a blend of fundamental and technical analysis.

Matthew Snyder is a financial advisor at Teeple Snyder Newsome Wealth & Tax Management with eight years of industry experience. He holds a Series 65 designation and has worked at Teeple Wealth Management since 2018, following roles at EHOB and State Farm Agency. Teeple Snyder Newsome Wealth & Tax Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business clients. The firm employs a goal-focused investment process centered on diversified, multi-asset portfolios with strategic allocation, regular rebalancing, and tactical tilts, while also offering integrated tax and accounting services through an affiliated practice.

Eve Smith is a financial advisor with Wealth Advisory Solutions, LLC in Zionsville, IN, holding a Series 65 designation and two years of experience. Her prior work includes roles at The Monument Circle Group, Milliman-Indianapolis Health, WTW, and multiple positions at Purdue University. Wealth Advisory Solutions, LLC offers financial planning, investment consulting, and asset management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a detailed fact-finding process to create customized financial plans and implements investment strategies through a combination of strategic and tactical asset allocation.

Evan Teeple is a financial advisor at Teeple Snyder Newsome Wealth & Tax Management in Brownsburg, IN. He holds a Series 65 designation and has been with the firm since 2025. Prior to his current role, Evan worked briefly at Smoothie King and Goodwill. Teeple Snyder Newsome Wealth & Tax Management serves individuals, pension and profit-sharing plans, and business entities by providing asset management, financial planning, ERISA plan services, and tax preparation. The firm emphasizes a goal-focused investment process and manages most client relationships on a non-discretionary basis, offering affiliated accounting and tax services alongside portfolio management.

Rick Davis is a financial advisor with Wealth Advisory Solutions, LLC in Zionsville, IN, holding a Series 65 designation and six years of industry experience. He previously worked at Henriott Group for 17 years and is the founder and President of Q4 Advisors, a firm specializing in insurance-based products. In addition to his advisory roles, Davis is the founder and president of Stridz, LLC, a personal finance app aimed at educating young adults, and serves as a continuing lecturer on Entrepreneurship and Innovation at Purdue University. Wealth Advisory Solutions provides financial planning, investment consulting, and asset management to individuals, retirement plans, trusts, charitable organizations, and businesses, employing a strategic and tactical asset allocation approach with both discretionary and non-discretionary management.

Steven Smith is a financial advisor at Wealth Advisory Solutions, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he co-owns a business that buys and sells historic cars. Wealth Advisory Solutions, LLC offers financial planning, investment consulting, and asset management services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm uses an individualized process to develop written financial plans and Investment Policy Statements, implementing strategies through a mix of fundamental and technical analysis with both discretionary and non-discretionary account management.

Brian Singer is a financial advisor at Howard Bailey Securities, LLC with nine years of industry experience. He holds a Series 65 designation and has been involved in the financial services industry since 1994 through his roles as president and CEO of Brian Singer Corp, dba Singer Financial Group. Howard Bailey Securities is an SEC-registered investment adviser that serves individuals, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm offers discretionary asset management, financial planning, and retirement-plan consulting, combining Fundamental and Technical analysis with Modern Portfolio Theory in its investment approach.

David Peterson is a financial advisor at Teeple Snyder Newsome Wealth & Tax Management with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. and Married Money Financial Counseling. He also served at Trinity Mennonite Church for eight years. Teeple Snyder Newsome Wealth & Tax Management advises individuals, pension and profit-sharing plans, and business clients, offering asset management, financial planning, ERISA 3(21) advisory services, and tax preparation. The firm focuses on diversified, multi-asset portfolios with strategic allocation and rebalancing, and combines a large non-discretionary asset base with integrated tax and accounting services.

Kyle Marburger is a financial advisor at Wealth Advisory Solutions, LLC with nine years of industry experience. He holds a Series 65 credential and has worked at firms including Sterling & Stein Financial Services and O'Neill Asset Management, where he also served in office support and insurance services roles. Wealth Advisory Solutions, LLC provides financial planning, investment consulting, and asset management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a process that starts with thorough fact-finding and a written financial plan, implementing strategies using a mix of fundamental and technical analysis with strategic and tactical asset allocation.

Elizabeth Sturgeon is a financial advisor at Wealth Advisory Solutions, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney and Intelligent Design Advisors, LLC. Outside of her advisory role, she serves as president and a board member of Heath Farms Inc., an agricultural business. Wealth Advisory Solutions, LLC provides financial planning, investment consulting, and asset management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a personalized approach that includes developing written financial plans and Investment Policy Statements, and uses strategic and tactical asset allocation with a combination of fundamental and technical analysis.

Jason Berkholz is a financial advisor at Teeple Snyder Newsome Wealth & Tax Management in Brownsburg, IN. He holds a Series 65 designation and has recent experience with Teeple Wealth Management, LLC as well as prior roles in education at MSD Washington Township and Brownsburg Community School Corporation. Teeple Snyder Newsome Wealth & Tax Management advises individuals, pension and profit-sharing plans, and business entities, offering asset management, financial planning, ERISA plan services, and tax preparation. The firm emphasizes a goal-focused investment approach, managing most client relationships on a non-discretionary basis and providing affiliated accounting and tax services.

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.

Trae Hassebroek is a financial advisor at Howard Bailey Securities, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Outside of financial services, he is involved with the Impact Soccer Club. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, charitable organizations, foundations, corporations, and small businesses. The firm employs a combination of Fundamental and Technical analysis along with Modern Portfolio Theory, focusing on retirement planning, portfolio construction, and ongoing portfolio monitoring.

Emily Turner is a CFP® with four years of industry experience, currently serving as a financial advisor at Teeple Snyder Newsome Wealth & Tax Management. Her prior experience includes roles at Ronald Blue Trust and involvement with the Central Indiana Community Foundation. She also participated in the Biz Hounds program at the University of Indianapolis. Teeple Snyder Newsome Wealth & Tax Management advises individuals, pension and profit-sharing plans, and business entities, offering asset management, financial planning, ERISA services, and tax preparation. The firm manages most client relationships on a non-discretionary basis and combines fundamental, technical, and cyclical analysis in its goal-focused investment approach.

Mark Rhodes is a financial advisor with Monon Wealth Management in Avon, IN, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Hutchens & Kramer Investment Management Group, LLC since 2018 and has been a partner at Rhodes Knisley Williams LLP since 2008. At Rhodes Knisley Williams LLP, he is involved in income tax preparation, accounting, and tax planning. Monon Wealth Management is a team of seven advisors managing approximately $547 million for around 505 clients, including individuals, trusts, estates, businesses, and retirement plans. The firm provides comprehensive wealth management, utilizing model portfolios with ETFs, mutual funds, stocks, and bonds, and offers both discretionary and non-discretionary account management.

Johnelle Smith is a financial advisor with Wealth Advisory Solutions, LLC, holding a Series 66 designation and 25 years of industry experience. She has worked at Wealth Advisory Solutions since 2019 and has prior experience with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she co-owns Sandj's Toys LLC, a business focused on buying and selling historic cars. Wealth Advisory Solutions, LLC provides financial planning, investment consulting, and asset management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a process that begins with a detailed fact-finding session and written financial plan, implementing strategies through both discretionary and non-discretionary accounts using a strategic and tactical asset allocation approach.

Mark Olsen is a CFP® with eight years of experience and is affiliated with Teeple Snyder Newsome Wealth & Tax Management in Brownsburg, IN. He has worked at multiple firms including HD Vest and Lehman's Terms, and currently operates Olsen Enterprises LLC, which provides financial statement compilation and review engagements along with tax and accounting services. Teeple Snyder Newsome Wealth & Tax Management serves individuals, pension and profit-sharing plans, and business clients with asset management, financial planning, ERISA plan advisory, and tax preparation services. The firm’s investment approach emphasizes diversified, multi-asset portfolios with strategic allocation and regular rebalancing, complemented by an affiliated accounting practice and a Schwab Institutional Intelligent Portfolios “Liftoff” program for select clients.

M Warren is a Certified Financial Planner® with 25 years of industry experience, currently serving at Wealth Advisory Solutions, LLC. He has previously worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wealth Advisory Solutions, LLC provides financial planning, investment consulting, and asset management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a structured process that includes a detailed fact-finding session, written financial plans, and investment policy statements, implementing strategies through both discretionary and non-discretionary accounts with a blend of fundamental and technical analysis.

Robert Fredrikson is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Generational Wealth Management and previously worked for Creative Financial Designs, Inc. and Cfd Investments, Inc. He also operates Fredrikson Financial and is involved in independent insurance sales on a limited basis. Generational Wealth Management is a team-based registered investment adviser serving individuals and high-net-worth households with discretionary portfolio management, financial planning, and additional services such as tax preparation and family-office bill pay. The firm utilizes a combination of active and passive strategies within customized asset-allocation models and manages client accounts through established custodians.