James Miller is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Blend Wealth since 2025. His prior experience includes roles at OSAIC and Signator Investors, Inc. Blend Wealth serves individual and family clients, including high-net-worth and business-owner households, as well as employer-sponsored retirement plans. The firm employs a passive, Modern Portfolio Theory–based investment approach and provides integrated wealth management, family office services, and retirement plan consulting.

Gregory Brewer is a Series 66 credentialed advisor with 23 years of industry experience. He has worked at Cornerstone Financial Services since 2011 and currently serves as a partner at Cornerstone Advisory, LLC. Outside of his financial advisory work, Brewer is a member of the McCordsville, Indiana Town Council, where he participates in local governance. Cornerstone Advisory provides financial planning, asset and portfolio management services to individual clients, including high net worth households, and employer-sponsored retirement plans. The firm offers both discretionary and non-discretionary management, utilizing fundamental and technical analysis along with modern portfolio theory principles.

Brian Turpin is a financial advisor at Turpin & Associates Inc in Indianapolis, IN, with eight years of industry experience and a Series 65 designation. He is also the owner of NBT Consulting LLC, a business focused on financial planning using insurance-related products, tax return preparation, and insurance sales. Turpin & Associates Inc provides discretionary investment management and targeted financial advisory services to a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and pension plans. The firm employs a consistent investment policy tailored to each client and integrates technical, cyclical, and fundamental research in its portfolio management.

Michael Mathioudakis is a financial advisor with Genesis Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He is the sole owner and managing member of Genesis ESOP Advisors, LLC, which provides employee stock ownership plan trustee services. Additionally, he works as an independent insurance agent. Genesis Advisors LLC offers investment management, financial planning, and employer-sponsored plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm typically implements portfolios through a passive approach using index mutual funds and ETFs, supported by fundamental analysis, and manages approximately $121 million for about 124 clients.

Alexis Woodward is a CFP® professional with five years of industry experience, currently serving at Blend Wealth in Indianapolis, IN. Prior to joining Blend Wealth, Alexis worked at Market Street Wealth Management Advisors LLC for four years. She is also the co-founder and CEO of Blend Wealth Accounting LLC, an accounting firm offering tax planning, preparation, and related services. Blend Wealth provides fee-only investment management, integrated wealth management, and retirement plan consulting to individual and family clients, including high-net-worth and business-owner households. The firm follows a passive, Modern Portfolio Theory–based approach, constructing diversified portfolios primarily with index mutual funds and ETFs tailored to clients' goals and risk profiles.

Bradley Graber is a CFP® professional with 21 years of experience in financial advising. He has been with Genesis Advisors, LLC since 2009. In addition to his advisory role, he works as an independent insurance agent. Genesis Advisors provides investment management, financial planning, and employer-sponsored plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $121 million in assets and typically employs a passive investment approach using index mutual funds and ETFs, combined with fundamental analysis.

Willard Klink is a financial advisor at Cornerstone Advisory, LLC with 46 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with Cornerstone Financial Services, Inc. since 2011. Cornerstone Advisory serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and retirement-plan advisory services. The firm employs a comprehensive investment process that includes fundamental and technical analysis, asset allocation, and Modern Portfolio Theory, managing assets primarily on a non-discretionary basis while also providing discretionary management when authorized by clients.

Jared Johnson is a financial advisor with Genuine Wealth Advisors, LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior work includes roles at Advice and Planning Services, TIAA-Cref Individual & Institutional Services, and Genuine Wealth Management, LLC. Outside of advising, he is also employed as a sales specialist at Cisco Systems. Genuine Wealth Advisors provides discretionary and non-discretionary asset management and financial planning to individual and high-net-worth clients. The firm customizes investment programs based on client goals and risk tolerance, using a combination of fundamental and technical analysis, trading strategies, and tax-aware reviews.

Ahmad Saltagi is a CFP®-certified financial advisor with seven years of experience at Zaki Financial LLC. In addition to his advisory role, he has worked as a physician at Indiana Internal Medicine for over two decades and holds a minority ownership in Compassion Hospice, LLC. He is also a licensed independent insurance agent. Zaki Financial serves individual, charitable, and corporate clients by providing discretionary portfolio management and comprehensive financial planning. The firm employs an active investment approach that combines fundamental analysis with technical and cyclical methods, tailoring portfolios to client objectives, tax considerations, and personal values.

Eric Welch is a financial advisor with Harbour Wealth Partners, Inc. and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including 26 years with LPL Financial and over 30 years with Harbour Wealth Partners. Harbour Wealth Partners provides financial planning, business advisory, and Personal CFO services to individuals, families, pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on a planning-centric, long-term approach, offering advice on a project or ongoing basis without discretionary portfolio management, allowing clients to implement recommendations through their chosen broker or advisor.

Julian Strickland is a CFP® professional with two years of experience in financial advisory roles, currently serving at Genesis Advisors, LLC. Prior to joining Genesis Advisors, he worked at Wacker Wealth Partners and has professional experience including employment with the Indianapolis Fire Department as a firefighter and emergency medical technician. Genesis Advisors LLC provides investment management, financial planning, and employer-sponsored plan consulting for a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm manages about $121 million and employs a passive investment approach utilizing index mutual funds and ETFs alongside fundamental analysis.

Dipen Mehta is a financial advisor at Helix Wealth with 10 years of industry experience. His previous roles include positions at INVST, Inc., Valor Capital Management, and Prosperity Capital Advisors. Outside of advisory work, he is involved in developing retirement planning tools through MyRetirementPlan.AI, Inc. and operates several other businesses unrelated to investments. Helix Wealth provides advisory services to individuals, high-net-worth families, business owners, trusts, estates, charitable organizations, and institutional clients. The firm offers comprehensive wealth management, multi-family office services, investment management, retirement plan consulting, tax planning oversight, estate planning support, concierge administrative services, and educational programming. Investment decisions are based on fundamental analysis, asset allocation, and modern portfolio theory, with a focus on long-term discipline and tax-sensitive implementation.

Timothy Luker is a financial advisor at Brightstone Advisors LLP with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Primerica Financial Services and Primerica Advisors. Outside of financial services, he is the managing member and owner of Lapel's Ice Cream Plus, LLC. Brightstone Advisors serves individual and high-net-worth clients, providing portfolio management, family office services, and financial planning. The firm emphasizes long-term, diversified investment strategies with tax-aware management and integrates accounting and tax services through an affiliated CPA practice.

Steven Bucksot is a financial advisor with Cornerstone Advisory, LLC, holding a Series 63 license and over 37 years of industry experience. He has worked at Cornerstone Financial Services, Inc. since 1998 and has been a CPA and CFP since 1992. Bucksot serves on the Board of Directors for Bosma Industries for the Blind, a nonprofit organization, where he holds the position of Treasurer on a voluntary basis. Cornerstone Advisory serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs a combination of fundamental and technical analysis along with asset allocation and Modern Portfolio Theory to construct portfolios, offering both discretionary and non-discretionary investment management.

Jonathan Harrier is a CFP® professional with 16 years of industry experience. He has worked at CFG Wealth Management Services Inc since 2002 and holds Series 63 and Series 65 licenses. CFG Wealth Management Services provides advisory services to individuals, including high-net-worth clients, pension and profit-sharing plans, and businesses. The firm offers customized investment management, financial planning, and consulting, with a focus on client communication and educational support.

Matthew Landini is a CFP® professional with 14 years of industry experience, currently serving at Genuine Wealth Advisors, LLC in Indianapolis, IN. He has operated as a sole proprietor and managed Genuine Wealth Management, LLC since 2015. Genuine Wealth Advisors provides discretionary and non-discretionary asset management and financial planning services to individual and high-net-worth clients, managing approximately $69 million across 54 client relationships. The firm customizes investment programs based on client goals and risk tolerance, employing a range of strategies including fundamental and technical analysis, options writing, and tax-aware reviews.

Michael Puckett is a CFP® professional with 21 years of industry experience, currently serving at CFG Wealth Management Services Inc in Indianapolis, IN. He has been with CFG Wealth Management Services since 1983. Outside of his advisory role, he is the managing member of MDP Professional Services, LLC, which provides outsourced financial planning services. CFG Wealth Management Services offers advisory services to individuals, pension and profit-sharing plans, and businesses. The firm focuses on customized investment policy statements, discretionary portfolio management using mutual funds and ETFs, and emphasizes client communications through educational support and reporting.

Antenielle Bell is a financial advisor with Harbour Wealth Partners, Inc. in Indianapolis, IN, holding Series 63 and Series 66 credentials and having 20 years of industry experience. She has worked with Harbour Wealth Partners since 2014 and has been associated with LPL Financial since 2012. Harbour Wealth Partners provides financial planning, business advisory, and Personal CFO services primarily to individuals, families, pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on planning-centric, long-term advice emphasizing portfolio risk, tax considerations, and tailored consulting without offering ongoing portfolio management or charging asset-based fees.

Jason Rasp is a financial advisor with RASP Wealth Solutions, LLC, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He worked at UBS Financial Services Inc. from 2015 to 2023 before joining RASP Wealth Solutions. RASP Wealth Solutions provides personalized financial planning and investment management services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm’s investment approach involves a detailed client assessment and combines fundamental, quantitative, and technical analysis, generally favoring a long-term strategy with flexibility for shorter-term trades when appropriate.

Ross Welch is a financial advisor with Harbour Wealth Partners, Inc. in Indianapolis, IN. He holds a Series 66 designation and has three years of industry experience, including work at LPL Financial since 2022. Prior to his advisory role, he gained experience at Wheel Fun Rentals, ESG Security, FedEx, and attended Indiana University Bloomington. Harbour Wealth Partners provides financial planning, business advisory, and Personal CFO services to individuals, families, and business entities. The firm focuses on planning-centric, long-term advice without offering discretionary portfolio management, emphasizing risk, tax considerations, and tailored consulting.