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.

Gregory Schiffli is the principal and sole advisor at On Target Wealth Partners, LLC, an independent firm based in Greenwood, Indiana. He holds a Series 65 designation and has 17 years of industry experience, including 18 years at his current firm. In addition to his advisory work, he serves as an instructor of finance and general education classes at Harrison College. On Target Wealth Partners provides investment supervisory services and financial planning to individuals and families, including some high-net-worth clients. The firm emphasizes tailored advice, primarily using lower-cost mutual funds and ETFs, and manages accounts on a non-discretionary, fee-only basis.

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.

Keely Butrum is a financial advisor with Lion Quest LLC in Greenfield, IN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her prior roles include positions at Raymond James & Associates and Hancock County Government. Outside of finance, she is a co-owner of Elegance Outdoor, a landscaping business. Lion Quest LLC provides portfolio management and financial planning primarily to individuals and high-net-worth clients, as well as corporations and charitable organizations. The firm employs a multi-method investment approach and offers tailored programs with regular account reviews and reporting.

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.

Richard Ridenour is the Managing Member and Chief Compliance Officer of Circle City Wealth Management LLC, an independent advisory firm based in Carmel, Indiana. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, including ten years at Forum Private Client Group and fifteen years at Forum Credit Union. Circle City Wealth Management provides advisory services to individual and high-net-worth clients, offering ongoing portfolio management and financial planning. The firm employs a long-term trading approach that integrates charting, fundamental analysis, modern portfolio theory, and quantitative methods, managing all client assets in-house on either a discretionary or non-discretionary basis.

Paul Coan is a CFP® and ChFC® credentialed financial advisor with 25 years of industry experience. He has been with Sheaff Brock Investment Advisors, LLC since 2014 and is currently the sole advisor at Raton Wealth in Fishers, Indiana. Outside of advising, he is the owner, managing partner, and editor in chief of Ploutos Communication LLC, an educational publishing company. Raton Wealth is an independent registered investment adviser managing approximately $18 million for about 15 individual clients. The firm offers portfolio management alongside wealth and estate planning services, employing tailored, active strategies within ongoing client relationships.

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.

Robert Dalzell is a financial advisor at FNEX Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Indie Asset Partners, Wells Fargo Clearing Services, and Wells Fargo Advisors. Outside of advisory work, Mr. Dalzell serves on the Board of Directors for the George4 Foundation and owns Prixmier, LLC, a non-investment-related business. FNEX Wealth serves high-net-worth individuals, families, family offices, businesses, and institutional clients with discretionary portfolio management and separately managed accounts focused on marketable securities. The firm employs a disciplined, fundamental, value-oriented investment process targeting long-term appreciation through equity securities trading below intrinsic value.

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.

Douglas Rotman is a financial advisor at True Wealth Stewards with 25 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to his current role, he worked at Raymond James Financial Services and has operated Planner Proverbs LLC, an education and information company focused on financial topics, since 2020. True Wealth Stewards serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, providing discretionary portfolio management and comprehensive financial planning. The firm combines passive and active investment strategies informed by multiple analytical approaches and offers a formal pension consulting service uncommon among independent advisory firms.

We combine years of education, experience, and partnership with experts in their respective fields, to provide a comprehensive, ongoing wealth management experience. With so much to consider with one’s finances, we serve as a personal CFO - teaching you what you need to know and helping you implement the advice. Primary services include cash flow planning, tax planning, retirement planning, estate planning, insurance planning, education planning, charitable planning, and investment management. In addition to the more technical and quantifiable benefits of working with Gentry Financial, clients also experience accountability, objectivity, clarity, confidence, and the peace of mind that comes with knowing a professional understands their situation inside and out. Zach was drawn to the profession because of his love for people and affinity for numbers. As a CPA, he loves to dive into each client's nuanced situation to uncover opportunities to reduce taxes and optimize growth. He also recognizes and appreciates the immense trust placed in him by his clients and cherishes the depth of these relationships. Zach and his wife love serving in their local church and playing pickleball, golf, and almost any other game with their family and friends. Visit our website to learn more or contact us to schedule a free consultation.

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.

Robert Caird is a CFP® and holds a Series 66 license, with three years of experience in the financial advisory industry. He previously worked at GBC Wealth Management for nine years before founding Caird Family Wealth Management in Greenfield, IN. Caird Family Wealth Management is an independent, fee‑only advisory firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm provides comprehensive wealth management and financial planning services, combining modern portfolio theory with fundamental and technical analysis to create customized investment strategies within a wrap fee program.

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.