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.

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.

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.

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.

Debra Spencer is a financial advisor at Spencer Financial Strategies in Indianapolis, IN, with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors, Inc. and Thurston Springer Miller Herd & Titak, Inc. Outside of advisory services, she is an independent insurance agent specializing in life and long-term care insurance and owns a real estate brokerage firm. Spencer Financial Strategies serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $17 million in discretionary assets. The firm employs a blend of fundamental, technical, and cyclical analysis to create diversified portfolios and provides both discretionary investment management and non-discretionary consulting services.

Mark Hildebrand is a CFP® with 17 years of experience in the financial services industry. He has been with Nearside Advisors, LLC since 2026 and previously worked at Holistic Financial Partners, LLC for 11 years. Nearside Advisors, LLC provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. The firm primarily uses passive investment strategies, assembling portfolios of index mutual funds and ETFs guided by individualized investment policy statements.

Michael Winslow is a financial advisor with Pile Wealth Management in Indianapolis, holding the PFS™ designation and Series 65 license, and has 26 years of industry experience. He has been with the firm and its affiliated CPA company, RJ Pile & Company, since 1990, serving as a director at the CPA firm where he manages client relationships and leads strategic initiatives. Pile Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a risk-based investment approach grounded in Modern Portfolio Theory, utilizing a diversified mix of mutual funds, ETFs, stocks, bonds, and other securities.

Richard Feely is a Series 65-licensed advisor with Womack Investment Advisers, Inc., based in Indianapolis, IN. He has 17 years of industry experience and has been with Womack since 2009. In addition to his advisory role, Feely is a physician and president of multiple healthcare-related businesses, including an osteopathic medical practice and a concierge medicine service, as well as an online test preparation company for acupuncture and Oriental Medicine licensing exams. Womack Investment Advisers is a fee-based team with four advisors managing approximately $76 million for about 167 clients. The firm serves individuals, small businesses, pension and profit-sharing plans, trusts, and charitable organizations, using a combination of fundamental and technical analysis, risk-profiling tools, and a multi-fund manager approach to construct and manage portfolios.

Marc Caskey is a financial advisor at Pile Wealth Management with one year of industry experience. He holds the PFS™ designation and has prior experience as a partner at RJ Pile & Company, LLC, a public accounting and CPA firm, where he has worked since 2019. Pile Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a risk-based approach grounded in Modern Portfolio Theory and manages diversified portfolios with a focus on semiannual reviews and discretion in trading.

Michael Heinekamp is a CFP® professional with 15 years of experience in financial advising. He has been with Heinekamp Financial Planning & Tax Service LLC since 2016 and is also involved with SCH Enterprises Inc. outside of his advisory work. 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 with basic asset allocation tailored to client circumstances and integrates tax analysis into its advisory services.

Jeffrey Gardner is a Series 65-credentialed advisor with eight years of industry experience, currently serving at MFG Wealth Management, Inc. in Indianapolis, Indiana since 2017. Prior to joining MFG Wealth Management, he worked at Vector Marketing and Cutco Cutlery and was affiliated with the University of Indianapolis. MFG Wealth Management provides discretionary portfolio management and financial planning services to individual clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm employs actively managed strategies combining fundamental and technical analysis, with portfolio decisions made on a discretionary basis and reviewed by the advisory team.