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.

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.

Edward Gunnell II is the principal of Gunnell Financial Planning in Plainfield, IN, with 31 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at HBC Wealth Management and Cetera Advisors LLC. Outside of financial advising, he serves on the board of directors for Harper Brown Capital and also works as a youth soccer referee. Gunnell Financial Planning is a fee-only, independent advisory firm serving individuals, institutional clients, and businesses such as pension plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation and global diversification, implementing portfolios primarily with no-load mutual funds and ETFs on a buy-and-hold basis while providing additional tax, insurance, and financial planning services.

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.

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.

Jason Werner is a financial advisor at Werner Financial in Indianapolis, IN, with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at multiple firms including Parkland Securities, LLC. Outside of his advisory role, he owns BEAST Performance, an athletic training company focused on speed and agility for young athletes. Werner Financial provides discretionary and non-discretionary asset management, financial planning, and bookkeeping services to individuals, trusts, estates, corporations, and ERISA-qualified retirement plans. The firm customizes portfolios based on client goals, time horizons, and risk tolerance, employing fundamental and technical analysis alongside documented investment policy statements and regular monitoring.

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.