Curtis Reeser is a financial advisor with Werner Financial in Indianapolis, holding Series 63 and Series 65 designations and having 12 years of industry experience. His prior experience includes nearly a decade at Mass Mutual Investors Services and related firms. Curtis is also a licensed insurance agent, allocating a portion of his time to insurance activities. Werner Financial provides asset management, financial planning, and bookkeeping services to individuals, trusts, estates, corporations, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, offering both discretionary and non-discretionary management along with specialized services for ERISA-qualified plans.

Maxwell Bigler is a financial advisor with Financial Plans & Strategies, Inc. in Greenwood, IN, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Financial Plans & Strategies in 2023, he worked at Charles Schwab & Co., Inc. and Frontier. Financial Plans & Strategies provides investment advisory and planning services to individuals, high-net-worth clients, families, trusts, estates, and employer retirement plans. The firm offers discretionary asset management, retirement plan advisory, and financial planning tailored to client objectives, with a focus on diversified allocations and ongoing portfolio supervision.

Michael Mcgee is a financial advisor with ISC Advisors, Inc. in Greenwood, IN, holding Series 63 and Series 65 registrations and having 32 years of industry experience. He has previously worked at GWN Securities Inc. and currently serves as Vice President of Midwest Deferred Compensation Specialists, LLC, as well as President of McGee Financial Services, Inc. Outside of advising, he also works as a sales agent for life insurance, annuities, health, and long-term care products. ISC Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporate pension and profit-sharing plans, and charitable institutions. The firm offers portfolio management, financial planning, and pension consulting, overseeing assets of approximately $1.6 billion with a range of advisory options and a notable amount of non-discretionary assets under management.

Maggie Meiners is a financial advisor at Financial Plans & Strategies, Inc. in Greenwood, IN, holding Series 63 and Series 65 licenses with nine years of industry experience. She has been with Financial Plans & Strategies since 2015. Financial Plans & Strategies provides investment advisory and planning services to individuals, high-net-worth clients, families, trusts, estates, and employer retirement plans. The firm offers discretionary asset management, retirement plan advisory, and financial planning with tailored advice implemented through diversified allocations and periodic portfolio supervision.

Jack Boston is a CFP® and holds a Series 65 license with one year of industry experience. He has been with Wetzel Investment Advisors d/b/a Bookends Financial Planning since 2023. Bookends Financial Planning provides discretionary portfolio management, financial planning, and access to wrap-fee and separately managed account programs for individuals, high-net-worth clients, retirement plans, and corporations. The firm uses a blend of fundamental, technical, quantitative, and qualitative analysis with customizable model allocations and employs options strategies and third-party managers, serving approximately 520 clients across five offices.

Sarah Boston is a Series 66-registered financial advisor with 24 years of industry experience. She has been with Bookends Financial Planning since 2013 and has prior experience at Raymond James. Outside of her advisory role, she owns Boston Solutions, a private dining and retail business. Bookends Financial Planning offers discretionary portfolio management and financial planning services for individuals, high-net-worth clients, retirement plans, and corporations. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis alongside model allocations tailored to client objectives.

Robert Wetzel is a financial advisor at Bookends Financial Planning with 25 years of industry experience. He holds the Series 66 designation and has worked at Skybridge Investments LLC and Raymond James Financial Services Advisors, Inc. He is also the owner and president of Bookends Realty, LLC, a real estate holding company. Bookends Financial Planning serves individual, retirement plan, and corporate clients, managing approximately $288 million across about 500 clients through a six-person advisory team. The firm provides discretionary and non-discretionary portfolio management, written financial planning reports, and access to wrap fee and separately managed account programs, employing a multifaceted investment approach that includes asset allocation, fundamental and technical analysis, and customized strategies.

Grant Nailor is a CFP® and Series 65-licensed advisor with Financial Plans & Strategies, Inc. He has one year of industry experience, including prior work at Aon. Outside of finance, his background includes roles in hospitality and retail, such as positions at Ritz Charles, 4 Birds Bakery, and Pine Meadow Golf Club. Financial Plans & Strategies, Inc. provides investment advisory and financial planning services to individuals, families, trusts, estates, and retirement plans. The firm employs a tailored investment approach using both fundamental and technical analysis and manages client portfolios with discretionary authority and ongoing monitoring.

Tanner Boston is a financial advisor with Bookends Financial Planning in Indianapolis, IN. He holds a Series 65 designation and has experience working with Wetzel Investment Advisors, Inc. and Calamos Investments. Bookends Financial Planning serves individual, high-net-worth, retirement plan, and corporate clients, managing approximately $288 million for around 500 clients through a six-person advisory team. The firm combines asset allocation with various analytical approaches and offers discretionary portfolio management, educational workshops, and publishes periodicals for its clients.

Bauer Schmeltz is a CFP® professional with 10 years of industry experience, currently serving at Financial Plans & Strategies, Inc. since 2020. Prior to that, he worked at Charles Schwab & Co., Inc. and Foresters Financial Services. Outside of advisory work, he is an owner and insurance agent at Financial Planning Investments Inc. and an investor in MVMT House in Indianapolis. Financial Plans & Strategies, Inc. provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary asset management and tailors portfolios using fundamental and technical analysis, conducting ongoing monitoring and periodic client reviews.

Seth Raymond is a financial advisor at Financial Plans & Strategies, Inc., holding a Series 65 designation with one year of industry experience. Prior to joining Financial Plans & Strategies, he worked at Myers and Stauffer and Upper Crust and has experience with Butler University and Indy Premier Soccer Club. Financial Plans & Strategies, Inc. provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored retirement plans. The firm customizes portfolios based on client objectives, using both fundamental and technical analysis, and offers ongoing monitoring, rebalancing, and client reporting.

Brian Napier is a financial advisor with Ausdal Financial Partners, Inc. in Greenwood, Indiana, holding Series 65 and Series 66 credentials and bringing 22 years of industry experience. He has been with Ausdal Financial Partners since 2013. Outside of his advisory role, he is also licensed as an insurance agent with Silver Birch Capital, dedicating approximately one hour per month to the sale of insurance products. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets through a network of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies and custodial platforms.

Martin James is a financial advisor with Modern Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at World Equity Group for 14 years and has operated his own CPA firm, Martin E. James CPA, P.C., since 1997. Outside of his advisory role, he is a certified fly casting instructor and serves as secretary for the Heartland Fly Fishing Festival, Inc. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and corporations. The firm employs a centralized portfolio management approach supported by an Investment Committee and offers specialized services such as ERISA plan management and tax planning through affiliated entities.

Jonathan Byrd II is a financial advisor at CreativeOne Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining CreativeOne Wealth, he has been involved in various business ventures, including Sparrow Property Management, Go Figure Racing, Inc., and Byrd Enterprises Inc. Outside of advisory work, he has experience in property management and motorsports through his previous roles. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing strategies that include modern portfolio theory and a mix of ETFs, mutual funds, options, and select private investments.

Phillip Foust is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at New York Life Insurance Company, LPL Enterprise, and Prudential Insurance. Outside of his advisory work, he leads funeral services at Jessen Funeral Home. Sound Income Strategies serves a diverse client base including individuals, corporations, pension plans, and other advisors, offering asset management, financial planning, ERISA plan services, and sub-advisory arrangements. The firm focuses on fixed-income and income-oriented investment strategies combined with active portfolio management and allocates assets to third-party managers and ETFs when appropriate.

Stacia Jones is a financial advisor with Silver Oak Securities, Inc. based in Greenwood, IN, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at Securities America Advisors, Securities America, and Securities Service Network. Outside of her advisory work, she is the owner of becauseOne, an online platform aimed at helping nonprofits communicate their needs and connect with supporters. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and business entities through a multi-team structure of about 101 financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances, supported by operational features like ongoing model monitoring and automatic investment processes.

Paul Tingley is a CFP® with 39 years of industry experience, currently affiliated with Silver Oak Securities, Inc. since 2018. His prior work includes roles at Ssnai, Securities Service Network, Financial Resource Advisors, and Concourse Financial Group Securities, Inc. Outside of investment advisory, he manages a fixed insurance agency and a farm in Martinsville, IN. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as pension plans, corporations, and estates through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs with a primarily discretionary, customized investment approach tailored to client objectives and risk tolerances.

Jon Winteregg is a financial advisor with Silver Oak Securities, Inc., holding Series 63 and 66 licenses and bringing 41 years of industry experience. His prior roles include positions at Securities America Advisors, SSN Advisory, Concourse Financial Group Securities, and Langdon Shaw Associates. Outside of his advisory work, he consults for becauseOne, LLC, an online platform supporting nonprofit charitable organizations, and is involved in family trust and estate matters. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and estates through a network of over 100 financial professionals. The firm offers a range of advisory programs focused primarily on discretionary investment management tailored to client objectives and risk tolerances, utilizing a combination of individual securities, ETFs, mutual funds, and strategist models.

Matthew Postell is a financial advisor with Modern Wealth Management, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at LPL Financial LLC, Centra Credit Union, Fidelity Brokerage Services LLC, and JP Morgan Securities LLC. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm employs a centralized Investment Committee and utilizes model portfolios and third-party managers to guide investment decisions.

Randy Jaramillo is a financial advisor at Foundations Investment Advisors LLC with four years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Foundations, he worked at Reliant Wealth Management and Simplicity Wealth, among other roles. He also serves as a pastor involved in community outreach and leadership at The Potter’s House Church in Indianapolis. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a range of analytical approaches and uses model portfolios, third-party sub-advisers, and custodians to tailor investment solutions.