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 financial advisor with Bookends Financial Planning in Indianapolis, IN, holding a Series 66 credential and 23 years of industry experience. She has been with Bookends Financial Planning and affiliated Raymond James entities since 2013. Outside of her advisory role, she owns and operates Boston Solutions, LLC, a private dining and retail business. Bookends Financial Planning serves individual, retirement plan, and corporate clients, managing approximately $288 million for around 500 clients through a six-person advisory team. The firm combines multiple investment analysis methods and offers discretionary portfolio management, utilizing third-party sub-advisors and customized strategies.

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 Series 65-licensed advisor at Financial Plans & Strategies, Inc. with one year of industry experience. Prior to joining the firm, he held positions at Aon, Ritz Charles, and Amazon, among others. Outside of financial services, his background includes work at golf courses and a bakery. 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 and financial planning tailored to client objectives, using diversified allocations and periodic portfolio supervision.

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® with nine years of industry experience, currently with Financial Plans & Strategies, Inc. since 2020. His prior roles include positions at Charles Schwab & Co., Inc. and Foresters Financial Services. He is also an owner and insurance agent at Financial Planning Investments Inc. and a shareholder in MVMT House in Indianapolis. Financial Plans & Strategies, Inc. provides investment advisory and financial planning services to individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary asset management, retirement plan advisory, and consulting, tailoring portfolios using fundamental and technical analysis and a focused selection of institutional managers.

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. He has worked at multiple firms, including New York Life Insurance Co., The Prudential Insurance Co. of America, and LPL Enterprise. Outside of his advisory role, 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, and ERISA plan services. The firm’s investment approach focuses on fixed-income and income-oriented strategies, actively managing portfolios through fundamental and technical analysis while offering specialized services such as family-office and special-needs planning.

Stacia Jones is a financial advisor at Silver Oak Securities, Incorporated with seven years of industry experience. She holds a Series 66 designation and has worked previously at Securities America Advisors, Securities America, and Securities Service Network. Outside of her advisory role, she is the owner of becauseOne, an online platform designed to help nonprofits communicate their needs and connect with people seeking to make a difference. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with investment management primarily discretionary and tailored to client objectives and risk tolerances.

Paul Tingley is a CFP® with 39 years of industry experience, currently associated with Silver Oak Securities, Incorporated since 2018. He has also worked at Financial Resource Advisors, where he manages a fixed insurance agency, and he owns and manages a farm in Martinsville, Indiana. In addition, he serves as a consultant for Invite Wealth Management, providing financial planning and business exit/succession planning services. Silver Oak Securities serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and other entities through a network of over 100 financial professionals. The firm offers a range of advisory programs with primarily discretionary management tailored to client objectives and risk tolerances, utilizing both individual securities and strategist models supported by advanced trading and reporting infrastructure.

Jon Winteregg is a financial advisor at Silver Oak Securities, Incorporated with 40 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Securities America Advisors, Inc., Securities America, Inc., and SSN Advisory, Inc. Outside of his advisory role, he consults for an online platform supporting nonprofits and serves as co-trustee on his mother's living trust. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm delivers tailored portfolio management and financial planning using both internal and third-party resources.

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.

John Dowell is a financial advisor at First Heartland Consultants, Inc. with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones for seven years before joining First Heartland Capital Inc. in 2022. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants, offering personalized asset management, third-party asset management, and model-based self-directed brokerage account programs. The firm’s advisory services are delivered through independent representatives using a combination of fundamental, technical, and cyclical analysis and offer both strategic and tactical asset allocation.

Andrew Riis is a financial advisor at Redhawk Wealth Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Able Financial Group for six years. Outside of advising, he is a 50% owner of Reachout Marketing, LLC, a marketing agency. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, families, estates, trusts, retirement plans, and charitable organizations. The firm emphasizes strategic and tactical asset allocation across multiple asset classes and offers services such as multi-generational wealth planning and separately managed accounts.

Robert Willsey is a financial advisor at Archer Investment Corporation with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for nine years at Bison Creek Advisors, LLC. Outside of advisory work, he is involved in life and property and casualty insurance and also works as a seasonal tax preparer. Archer Investment Corporation serves individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary funds. The firm employs a disciplined investment process that includes comprehensive financial assessments and diversified portfolio construction, offering both discretionary and model-driven management approaches.

Heather Mc Ghee is a Series 66-licensed financial advisor with Modern Wealth Management, LLC, based in Clayton, IN. She has 2 years of experience at Modern Wealth Management and previously worked for 11 years at Edward Jones. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services such as discretionary investment management, tax and estate planning, and ERISA plan services.