Jason Williams is a financial advisor at Vista Wave Investments, LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at Cornerstone Wealth Partners and Thurston Springer Miller Herd & Titak, Inc. Outside of advising, he is involved in the sales of life, health, and disability insurance. Vista Wave Investments provides discretionary investment management primarily for pooled vehicles and institutional accounts, including ERISA retirement plans, operating under client-specific Investment Policy Statements and written advisory agreements.

Chi Duong is the founder and managing member of Ivy Capital Management LLC in Indianapolis, IN, with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Finalis Securities LLC and Weild & Co. Outside of his advisory role, he is involved in impact investing consulting through Kind Capital LLC and serves as Vice Chair on the board of Global Communities, a nonprofit providing humanitarian aid and microfinance. Ivy Capital Management offers portfolio management, financial planning, and consulting services to individuals, family offices, charitable organizations, corporations, and registered investment advisers. The firm employs a value-oriented, primarily long-term investment approach with allowance for tactical and special-situation positions, and incorporates ESG/SRI or impact investing criteria upon client request.

Adam Vaal is a financial advisor at Vaal Financial, LLC in Indianapolis, holding the ChFC® designation and Series 66 license with 12 years of industry experience. His prior roles include five years at TWG Development, LLC and experience at FolioDynamix and CREA. He also provides consulting services for multifamily real estate developers through Multifamily Finance Consulting, LLC. Vaal Financial is an independent, state-registered investment advisory firm that offers discretionary portfolio management and financial planning services. The firm employs a Modern Portfolio Theory-based, long-term investment approach and serves a diverse client base ranging from individual investors to institutional and governmental entities.

James Dorsett is a financial advisor at Solid Investment Advisory LLC in Indianapolis, IN, holding a Series 65 credential with two years of industry experience. Prior to founding his advisory firm in 2023, he worked at AT&T for 23 years. Solid Investment Advisory LLC provides discretionary asset management services to individual clients, utilizing fundamental analysis to tailor investment strategies that include long-term holdings, short-term trades, and periodic rebalancing. The firm employs the Altruist custodial platform and offers quarterly account reviews while accommodating client-imposed investment restrictions.

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.

John Wagner is the sole advisor at Wagner Wealth Management LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 2002. In addition to his advisory role, Wagner serves as a FINRA arbitrator and has involvement in accounting, tax, and consulting through Wagner Financial, LLC. Wagner Wealth Management provides customized financial planning and investment advice primarily to individual clients, focusing on budgeting, retirement, insurance, estate planning, debt management, and tax services. The firm uses a fundamental-analysis approach with diversified portfolios, emphasizing client trading authority and integration of tax and compliance considerations.

Stephen Little is a financial advisor at The Rose Investment Management in Indianapolis, IN, holding a Series 63 designation with 27 years of industry experience. He operates as a sole advisor at this independent, fee-only firm. The Rose Investment Management primarily serves individuals and families, managing diversified portfolios with an equity bias and a long-term holding strategy. The firm employs a style-agnostic approach combining fundamental and technical research, typically managing client assets on a non-discretionary basis without derivatives, options, or margin.

Brian Pitkin is a financial advisor with Uri Capital Management, LLC in Indianapolis, IN. He holds a Series 65 designation and has 13 years of industry experience. He has been with Uri Capital Management since 2012 and also has a background with Denovo Constructors. Uri Capital Management provides portfolio management and investment supervisory services primarily to private pooled hedge funds and a limited number of separately managed accounts. The firm focuses on qualified investors and pooled investment vehicles, employing fundamental analysis with both long-term and short-term trading strategies across various asset classes.

Brent Perry is a financial advisor with Piedmont Financial Advisors, LLC in Indianapolis, IN, holding a Series 65 designation and 22 years of industry experience. He has been with Piedmont Financial Advisors since its founding in 2006. Piedmont Financial Advisors is an independent, fee-only firm providing financial planning and advisory services to individuals and families without imposing asset minimums. The firm offers holistic, non-discretionary investment guidance tailored to clients' tax situations, risk tolerance, and goals, using traditional investment vehicles and a fixed retainer fee structure.

Michael Sullivan II is the sole advisor at Sullivan Haymaker in Indianapolis, IN, holding a Series 66 designation with 23 years of industry experience. He has worked at LPL Financial since 2010 and established Sullivan Haymaker in 2024. He is also licensed to sell non-variable insurance products. Sullivan Haymaker provides portfolio management and financial planning services to individuals and high-net-worth clients. The firm employs a combination of technical analysis and modern portfolio theory to manage portfolios, offering discretionary trading authority and using a range of active strategies including options and short sales.

Clay Brooks is a CFP® professional with 17 years of industry experience. He is the president and sole advisor at Abound Wealth Strategies in Indianapolis, IN. His prior roles include positions at Great Point Capital, International Assets Advisory, and J.P. Morgan Securities. Brooks is also a licensed life insurance agent and provides paid tax preparation services for clients. Abound Wealth Strategies offers portfolio management, financial planning, and investment analysis to individuals, trusts, estates, charitable organizations, and employee benefit plans. The firm employs tailored investment strategies that may include model portfolios, asset allocation approaches, and a variety of investment vehicles, while also providing pension consulting and participant education services.

Brian Henderson is a CFA charterholder with 11 years of experience at Telegraph Equity Partners Limited. He has been with the firm since 2014 and also serves as President of Glencoe Capital Partners, a consulting and management firm for family farm and real estate operations, and as Managing Director of Highgrove Development, a real estate development company. Telegraph Equity Partners Limited is a fee-only investment adviser that manages discretionary portfolios for individuals, businesses, and not-for-profit institutions. The firm employs a fundamental, value-oriented investment strategy focused on long-term buy-and-hold with relatively low turnover, managing approximately $64.6 million across a small client base.

Brian Robinson is a financial advisor at Snowbird Financial LLC in Indianapolis, IN, with 18 years of industry experience. He holds a Series 66 designation and has operated Robinson Insurance LLC since 2012, where he serves as president and is licensed to sell various insurance products. Additionally, he has worked for the City of Bloomington since 2010. Snowbird Financial LLC is an independent advisory firm serving individuals, trusts, estates, and business entities. The firm manages approximately $29.5 million across about 177 client relationships, offering discretionary portfolio management, written financial planning, and access to insurance products through its principal’s insurance license.

Michael Wright is a financial advisor with Foresight Wealth Advisory, LLC in Indianapolis, IN, holding Series 65 and Series 63 licenses and having 11 years of industry experience. He is also the managing member of Foresight Marketing, LLC, a business loan brokerage firm, and is a licensed life and health insurance agent. Foresight Wealth Advisory provides investment management, financial planning, retirement plan consulting, and educational seminars to individuals and employer-sponsored retirement plans. The firm integrates fundamental and technical analysis with modern portfolio theory, using both passive and active investment vehicles, and includes due diligence and monitoring of recommended outside managers as part of its services.

Andrew O'Donnell is the principal of O'Donnell Portfolio Management, Inc. in Indianapolis, IN, with 25 years of industry experience. He holds the Chartered Financial Analyst (CFA) designation and has worked at Wealth Planning & Management, LLC since 2000. O'Donnell Portfolio Management, Inc. provides fee-only discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, small businesses, and nonprofit organizations. The firm manages approximately $32 million across about 145 accounts, using strategies that include individual stocks, ETFs, bonds, and techniques such as charting, fundamental and economic-cycle analysis.

Neal Clements is a financial advisor at Pile Wealth Management in Indianapolis, IN, with 16 years of industry experience. He holds the PFS™ designation and Series 65 license. Neal has been with Pile Wealth Management since 2009 and previously worked at RJ Pile & Company, LLC for over 30 years. Pile Wealth Management provides discretionary investment management, financial planning, and access to third-party advisory solutions for individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a risk-based investment approach grounded in Modern Portfolio Theory and manages portfolios using a mix of mutual funds, ETFs, individual securities, certificates of deposit, and REITs.

Steven Heinekamp is a CFP® and ChFC® with 32 years of industry experience. He is the principal of Heinekamp Financial Planning & Tax Service LLC in Brownsburg, IN, and has worked in financial planning and tax services since 1991. He also prepares business and individual tax returns as part of his practice. Heinekamp Financial Planning & Tax Service primarily serves individual clients, small businesses, and exempt organizations, offering comprehensive financial planning, investment management, retirement and estate planning, insurance analysis, and year-round tax preparation. The firm uses classic financial-planning models and integrates tax analysis into its planning, with periodic reviews and a focus on asset allocation tailored to clients’ life stages and risk tolerance.

Kenneth Skarbeck is a CFA® charterholder with 27 years of industry experience. He has been with Aldebaran Capital, LLC since 1999. The firm is a fee-only, SEC-registered investment adviser that manages individual-stock portfolios for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporations. Aldebaran Capital follows a fundamental, value-oriented investment approach based on Benjamin Graham’s principles, focusing on margin of safety and long-term appreciation through selective equity purchases, with most accounts managed on a discretionary basis.

Mark Durham is a financial advisor with Investment Advisors of Indianapolis, Inc., holding a Series 63 designation and 26 years of industry experience. He has been with the firm since 1990. Outside of his advisory role, he is a minority owner of Red Cobra Wrestling Academy and hosts an annual wrestling tournament each February. Investment Advisors of Indianapolis, Inc. provides fee-based portfolio management and investment supervisory services for individuals, trusts, corporate pension and profit-sharing plans, and not-for-profits including churches. The firm follows a long-term, value-oriented investment approach based on Benjamin Graham–style analysis, focusing on intrinsic value and a margin of safety when evaluating equities and fixed income.

James Johnson is a financial advisor with CADE Group, Inc. in Carmel, Indiana, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with CADE Group since 2000 and also operates James Johnson Insurance Services, which he has managed since 1988. CADE Group, Inc. provides advisory services to individuals, pension and profit-sharing plans, and institutional clients, including government entities. The firm offers financial planning, portfolio management through wrap programs, and pension consulting, utilizing a variety of analytical methods and tailoring portfolios to client objectives and risk tolerance.