George Cassiere is the principal of PACE Financial Group, LLC in Fishers, IN, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PACE Financial Group since 2002. In addition to his advisory role, he serves as a trustee for three Employee Stock Ownership Plans (ESOPs) and performs business valuation and corporate consulting work. PACE Financial Group provides investment advice primarily to privately held business owners, individuals, trusts, estates, and corporations. The firm focuses on fundamental security analysis and a long-term, income-oriented investment approach, with specialized services related to ESOP formations, business valuations, and corporate finance advisory.

Scott Moore is the principal advisor at Moore Private Wealth L.L.C. in Carmel, Indiana, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at RBC Capital Markets, Morgan Stanley Smith Barney, Morgan Stanley & Co., Merrill, and A. G. Edwards & Sons. Moore Private Wealth L.L.C. offers discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, tailoring investment strategies to each client through a written Investment Policy Statement. The firm employs a variety of analytical methods and trading strategies across multiple asset classes and maintains custody of client assets at Schwab Institutional.

Charles Shearman is a CFP® with 24 years of industry experience and is the sole advisor at Prospero Financial Planning, LLC. He has been associated with Castle Advisory Group, LLC since 2000. Prospero Financial Planning is an independent registered investment adviser serving individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers modular financial planning, discretionary and non-discretionary portfolio management, and pension consulting, using fundamental analysis and a range of investment strategies.

Bryan Byrer is the principal advisor at Millennial Financial Planning in Indianapolis, IN, holding Series 63 and Series 66 designations with 10 years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Foresters Financial Services, among others. Millennial Financial Planning is a fee-only, independent registered investment adviser that serves individual clients, including high-net-worth individuals, offering investment management and comprehensive financial planning. The firm emphasizes strategic asset allocation and passive portfolio construction based on Modern Portfolio Theory, utilizing Outside Managers and direct indexing as part of its approach.

Rickie Davison is a financial advisor at Davison Wealth Management, LLC in Indianapolis, IN, holding the ChFC® and Series 66 designations with 24 years of industry experience. He has worked with H D Vest Advisory Services and H.D. Vest Financial Services since 2008 and has operated RG Davison & Assoc, Inc. since 1993. Outside of advisory services, he owns and operates an independent insurance agency specializing in property and casualty insurance. Davison Wealth Management provides financial planning and discretionary portfolio management to individuals, trusts, retirement plans, and small businesses. The firm uses a buy-and-hold investment approach focused on mutual funds and ETFs, incorporating client risk tolerance through questionnaires, and also offers affiliated insurance consulting and brokerage services.

Alexander Kanellopoulos is a CFP® with two years of industry experience, currently serving as the sole advisor at Dreamvision Capital in Indianapolis, IN. His prior roles include positions at Tapfin/EY, The Leaders Group Inc, Osaic Wealth, and Fidelity Investments. Outside of financial advising, he is involved in tutoring students for series exams and provides financial education to employees of companies and retirement systems. Dreamvision Capital offers fee-based discretionary portfolio management, comprehensive financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a tactical allocation strategy that incorporates fundamental, technical, and cyclical analysis across various instruments, emphasizing security-level analysis and external research publication.

Eric Crawford is a CFA® charterholder and Series 63 licensee with 11 years of industry experience. He currently serves as the sole advisor at Peace of Mind Wealth Management in Carmel, IN. His prior experience includes roles at UBS, ACT Research, and Copernican Capital. Peace of Mind Wealth Management is an independent advisory firm providing discretionary and non-discretionary portfolio management tailored to individual clients’ objectives and risk tolerances. The firm utilizes fundamental and cyclical analysis alongside modern portfolio theory and may engage in various trading strategies, serving both non-high-net-worth and high-net-worth individuals.

Cory Smith is the sole advisor at Indy Wealth Solutions, LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has led Indy Wealth Solutions since 2016. In addition to advisory services, he is licensed to sell life insurance products and dedicates a small portion of his time to this activity. Indy Wealth Solutions provides tailored investment management and comprehensive financial planning for individual and high-net-worth clients. The firm focuses on passive portfolio construction using low-cost index funds and ETFs, managing accounts largely on a non-discretionary basis with periodic reviews.

Joshua Corwin is a CFP® professional with 27 years of industry experience. He is the principal of Corwin Company LLC, an independent advisory firm based in Indianapolis, IN, which he has led since 2017. Prior to this, he has been affiliated with LPL Financial LLC since 2009. In addition to his advisory work, Corwin teaches CFP preparatory classes for exam candidates. Corwin Company LLC serves individuals, high-net-worth clients, corporations, and charitable entities by providing financial planning, portfolio management, and 529-plan management. The firm combines fundamental analysis with tactical rebalancing to create individualized asset allocation plans and offers services on both discretionary and non-discretionary bases.

Timothee Hammond is a financial advisor at Hoosier Financial Planning, LLC in Indianapolis, IN, holding a Series 66 designation with 15 years of industry experience. He previously worked at Edward Jones for nine years before founding his current independent firm in 2019. Hoosier Financial Planning serves individual investors, trusts, estates, charitable organizations, and business entities with financial planning, consulting, and portfolio management services. The firm offers discretionary management through a wrap fee program and employs a range of investment analysis methods and asset allocation strategies, maintaining a service model that separates financial planning from ongoing portfolio management.

Philip Mcdowell is a financial advisor at Heartland Financial Planners with a Series 65 credential and nine years of professional experience. Prior to his advisory role, he was involved with Heartland Family Mediators, LLC and completed full-time law studies at Indiana University. He is engaged in legal and mediation services through a separate practice connected to the firm. Heartland Financial Planners, LLC is a state-registered, fee-only investment adviser that offers comprehensive financial planning and discretionary investment management primarily to individuals, high-net-worth clients, and small business owners. The firm emphasizes customized planning, diversified ETF-based portfolios, and tax-aware strategies while maintaining client assets with independent custodians.

Jeffery Fierce is the principal of Fierce Wealth Management Group LLC, an independent investment advisory firm based in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to founding his firm in 2024, he was associated with LPL Financial LLC since 2009. In addition to his advisory work, he is a licensed insurance agent involved in the sale of variable life and annuities products. Fierce Wealth Management Group serves individuals, high-net-worth clients, corporations, and charities by providing comprehensive financial planning, portfolio management, and management of 529 college savings accounts. The firm employs an investment process centered on individualized asset allocation, fundamental and tactical analysis, and discretionary portfolio management primarily through wrap-fee program accounts.

Samuel Walker is a financial advisor with Affinity Financial - The Walker Group LLC in Zionsville, IN, holding a Series 66 credential and 13 years of industry experience. Prior to founding his firm, he worked at Northwestern Mutual for five years. Outside of advising, he is co-owner and managing member of real estate ventures including Affinity Real Estate LLC and Twenty20 Real Estate LLC. Affinity Financial – The Walker Group LLC provides portfolio management, financial planning, and retirement advice to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm manages discretionary assets and uses a range of investment strategies supported by third-party tools, offering services such as educational seminars and private fund monitoring for qualified clients.

Richard Ridenour is the managing member and chief compliance officer of Circle City Wealth Management LLC in Carmel, Indiana. He holds the Series 63 and Series 65 designations and has 26 years of experience in the financial services industry. His prior roles include positions at Forum Private Client Group, Forum Credit Union, and PRUCO Securities. Circle City Wealth Management LLC provides advisory services to individual and high-net-worth clients, focusing on portfolio management, financial planning, and educational seminars. The firm uses a combination of fundamental analysis, modern portfolio theory, and quantitative methods to tailor long-term investment strategies consistent with clients’ goals and risk tolerance.

Paul Coan is a CFP® and ChFC® credentialed financial advisor with 26 years of industry experience. He has worked at Morgan Stanley Dw Inc., Wealth Planning & Management, LLC, and Sheaff Brock Investment Advisors, LLC before founding Raton Wealth. Coan is also the owner and editor in chief of Ploutos Communication LLC, an educational publishing company. Raton Wealth is an independent advisory firm managing approximately $18 million for around 15 individual clients. The firm provides portfolio management alongside comprehensive wealth and estate planning services, employing strategies that may include active market timing.

Shaun Knoch is a financial advisor with Blackwood Investment Group, LLC in Indianapolis, IN, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Blackwood Investment Group since 2006 and is also involved with Long Term Care Benefits, Inc. and Ethos Properties, LLC. Blackwood Investment Group serves individuals, pension and profit-sharing plan sponsors, trusts, estates, charitable organizations, corporations, and other business entities, providing wealth management, financial planning, portfolio management, pension consulting, and sub-advisory services. The firm emphasizes retirement plan work and pension consulting, delivering portfolio management primarily on a non-discretionary basis with client approval required before trades are executed.

Kyle Musleh is the sole advisor at Musleh Wealth Management LLC in Carmel, IN, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at Brass Tax Wealth Management, LPL Financial, and managing his own financial group since 2012. In addition to advisory services, he operates a non-variable insurance business under Musleh Financial Group. Musleh Wealth Management LLC provides portfolio management and investment advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs cyclical and fundamental analysis with a long-term trading approach and prepares tailored Investment Policy Statements for each client.

Michael Broderick is a financial advisor at Turtair Capital Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MCC Financial Advisors, LLC since 2009. Turtair Capital Advisors provides financial planning and investment management to high-net-worth individuals, families, business owners, and institutional entities. The firm focuses on clients with net worths above $5 million and offers a range of services including retirement, estate, college, and cash-flow planning alongside portfolio management that emphasizes asset allocation and independent manager selection.

Robert Dalzell is a financial advisor with FNEX Wealth, LLC in Indianapolis, Indiana, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Indie Asset Partners, LLC, and Wells Fargo Clearing. Mr. Dalzell serves on the Board of Directors for the George4 Foundation, a nonprofit organization. FNEX Wealth, LLC is an SEC-registered investment adviser offering discretionary portfolio management and wealth-transition services to high-net-worth individuals, families, family offices, business owners, and institutions. The firm employs a fundamental, value-oriented equity strategy focused on companies with durable competitive advantages trading below intrinsic value and manages accounts under client-specific guidelines on a discretionary basis.

I thrive on guiding clients onto the right path and helping them navigate a smooth transition into a successful retirement. If you are struggling with questions such as: -I'm tired of working, but can I afford to retire now? -I have a pension that gives me a lump sum option. What should I do? -When should I start taking Social Security? -Most of my savings is in a retirement account that will be taxed when I withdraw from it. Is there a way to pay less in taxes? -How should I invest to protect myself during a financial crisis while still growing my portfolio enough to maintain my lifestyle or meet my income needs? Personal: I'm a recent Pickleball convert and devotee! My family and I are avid travelers and foodies. If I could visit one place again and again, it would be Granada, Spain. I don't think I would ever tire of sitting by the river, sipping wine, munching on tapas, and looking up at the magnificent Alhambra.