Leslie Reed is the owner and sole advisor of RIM Group, an independent investment advisory firm based in Indianapolis, IN, with 15 years of industry experience. Prior to founding RIM Group in 2011, Reed worked at American Equity Investment Corp from 2014 to 2017. Outside of advisory work, Reed is an author associated with Phimisms Publishing Company. RIM Group provides investment advisory and portfolio management services to individuals, personal trusts, and a variety of institutional clients, including corporations, retirement plans, endowments, and charitable organizations. The firm offers manager selection, business advisory, and bond/public finance advisory services, utilizing a structured fact-finding process and a mix of discretionary and non-discretionary management arrangements.

Richard Swartz is the principal advisor at Swartz Advisory LLC in Indianapolis, IN. He holds the CFA® designation along with Series 63 and 65 licenses and has eight years of industry experience. His prior roles include positions at Ready4, Inc., First Analysis, and Veritas Prep. Swartz Advisory LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, and business entities. The firm’s investment approach integrates fundamental, technical, charting, and cyclical analysis, supporting strategies that include option writing, active trading, and the use of derivatives and leverage.

Jesus Vasquez is the principal advisor at Vasquez Financial Consulting LLC in Carmel, IN, holding Series 63 and Series 66 credentials with five years of industry experience. He has worked at several firms including Goldstein Group Financial Advisors and Commonwealth Financial Network, and he is also owner of Vasquez Group, LLC, a tax preparation and business consulting firm. Additionally, Vasquez serves as an instructional assistant at Carmel Clay Schools. Vasquez Financial Consulting LLC provides comprehensive financial planning, business and tax consulting, fractional CFO services, and discretionary investment management to individuals, families, business entities, and retirement plan sponsors. The firm employs a mix of fundamental, quantitative, and technical analysis with a long-term trading orientation and serves as a documented ERISA fiduciary for some plan sponsors.

Mark Hannah is a financial advisor with Potts, Hannah & Fischer Wealth Management Group, LLC in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. In addition to his advisory role, he is involved in real estate and mortgage services through PHF Realty LLC and provides accounting and tax preparation services as a partner at Potts, Hannah & Fischer, P.C. Potts, Hannah & Fischer Wealth Management Group offers portfolio management and investment supervisory services to individuals, high-net-worth clients, and private business entities. The firm’s investment approach integrates fundamental and technical analysis, emphasizing asset allocation and security selection, and utilizes a wide range of instruments including derivatives strategies. It also provides accounting advice through an affiliated practice, though clients are not obligated to use these services.

Scott Moore is a financial advisor with Moore Private Wealth L.L.C. in Carmel, IN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior work includes ten years at Morgan Stanley Smith Barney and seven years at RBC Capital Markets, LLC. Moore Private Wealth L.L.C. provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth investors, tailoring investment strategies through a written Investment Policy Statement for each client. The firm employs a variety of analytical methods and manages portfolios across multiple asset classes, offering both long-term and short-term trading 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.

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 designation and 12 years of industry experience. Prior to founding his current firm in 2017, he worked at Northwestern Mutual from 2012 to 2017. Outside of advisory work, he is involved in real estate management through 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 approximately $42.1 million in discretionary assets and employs a multifaceted investment approach incorporating fundamental, quantitative, technical, and modern portfolio theory analyses.

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.

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.

My path into financial planning started with a conversation that I had with my mom. When I was in my late 20s, we were talking about student loans, and she mentioned that she wished she had someone to walk her through all the different options that were available when we were figuring out how to pay for college. That comment really resonated with me. I realized I wanted to be that person for others when it comes to their finances, someone who helps them understand their choices so they can make confident decisions. I've always been drawn to math and numbers, so this work feels like a natural fit. I earned my B.S. in Mathematics from Purdue and my M.S. in Accounting from IUPUI. Over the past decade and a half in the financial services industry, I've earned my CPA, CFP, and CFA designations. What really drives me is using the skills that I've developed to help people navigate the maze of rules around investments, retirement, and taxes. We've built so many incentives to encourage retirement savings, but the rulebook that comes with them can be overwhelming. Helping clients work through that complexity is what I do best. My focus is on retirement planning, tax planning, and managing investments in a tax-efficient manner. I spend my days preparing financial plans, building retirement projections, managing portfolios, running tax projections and Roth conversion analyses, and figuring out withdrawal strategies that keep more money in my clients' pockets. What I love most about this work is getting to know my clients and becoming someone they trust. I want to be the first person they think to call when they need help or have a question. Retirement brings a lot of changes, and I find it rewarding to help clients identify what matters most to them and then build a plan to get there.

Jeffrey Binkley is the principal of Binkley Wealth Management Group LLC, an independent firm based in Avon, Indiana. He holds Series 63, 65, and 66 licenses and has 17 years of experience in the financial industry. He has led his firm since 2010. Additionally, he is a licensed insurance agent. Binkley Wealth Management Group LLC provides investment supervisory services and one-time financial planning primarily to individual clients. The firm uses a blend of charting, fundamental, technical, and cyclical analysis with both long- and short-term trading approaches, managing approximately $6.7 million in non-discretionary assets.

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.

Jared Defore is a financial advisor at Onward Fi, LLC with 11 years of industry experience. He holds the CFP®, PFS™, and Series 65 designations. Prior to founding Onward Fi in 2023, he worked for nine years at Market Street Wealth Management Advisors, LLC. Onward Fi serves individual clients by providing combined investment management and comprehensive financial planning services. The firm employs a primarily passive investment approach using index mutual funds and ETFs, supplemented by various analytical methods to guide asset allocation, while focusing on tax efficiency and periodic rebalancing.