Trae Hassebroek is a financial advisor at Howard Bailey Securities, LLC with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Howard Bailey Securities, he was associated with Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he has been involved with the Impact Soccer Club since 2023. Howard Bailey Securities is an SEC-registered investment adviser that offers asset management, retirement-oriented financial planning, and consulting services to a range of clients including individuals, trusts, estates, and charitable organizations. The firm employs a blend of fundamental and technical analysis alongside Modern Portfolio Theory, utilizing discretionary portfolio management and periodic rebalancing in its investment process.

Emily Turner is a CFP® with four years of industry experience, currently serving as a financial advisor at Teeple Snyder Newsome Wealth & Tax Management. Her prior experience includes roles at Ronald Blue Trust and involvement with the Central Indiana Community Foundation. She also participated in the Biz Hounds program at the University of Indianapolis. Teeple Snyder Newsome Wealth & Tax Management advises individuals, pension and profit-sharing plans, and business entities, offering asset management, financial planning, ERISA services, and tax preparation. The firm manages most client relationships on a non-discretionary basis and combines fundamental, technical, and cyclical analysis in its goal-focused investment approach.

Mark Rhodes is an advisor at Monon Wealth Management with 30 years of industry experience. He holds Series 63 and Series 65 licenses. Rhodes has worked at Hutchens & Kramer Investment Management Group since 2018 and has been a partner at Rhodes Knisley Williams LLP, providing income tax preparation, accounting, and tax planning services since 1980. He also worked at Intrepid Financial Planning from 2002 to 2021. Monon Wealth Management is a mid-sized SEC-registered advisory team serving individuals, trusts, estates, businesses, and retirement plans with comprehensive wealth management services. The firm employs a long-term, risk-based investment approach using model portfolios and offers access to independent managers and third-party platforms.

Mark Olsen is a CFP® with eight years of experience and is affiliated with Teeple Snyder Newsome Wealth & Tax Management in Brownsburg, IN. He has worked at multiple firms including HD Vest and Lehman's Terms, and currently operates Olsen Enterprises LLC, which provides financial statement compilation and review engagements along with tax and accounting services. Teeple Snyder Newsome Wealth & Tax Management serves individuals, pension and profit-sharing plans, and business clients with asset management, financial planning, ERISA plan advisory, and tax preparation services. The firm’s investment approach emphasizes diversified, multi-asset portfolios with strategic allocation and regular rebalancing, complemented by an affiliated accounting practice and a Schwab Institutional Intelligent Portfolios “Liftoff” program for select clients.

Robert Fredrikson is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Generational Wealth Management and previously worked for Creative Financial Designs, Inc. and Cfd Investments, Inc. He also operates Fredrikson Financial and is involved in independent insurance sales on a limited basis. Generational Wealth Management is a team-based registered investment adviser serving individuals and high-net-worth households with discretionary portfolio management, financial planning, and additional services such as tax preparation and family-office bill pay. The firm utilizes a combination of active and passive strategies within customized asset-allocation models and manages client accounts through established custodians.

Martin James is a financial advisor with Modern Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at World Equity Group for 14 years and has operated his own CPA firm, Martin E. James CPA, P.C., since 1997. Outside of his advisory role, he is a certified fly casting instructor and serves as secretary for the Heartland Fly Fishing Festival, Inc. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and corporations. The firm employs a centralized portfolio management approach supported by an Investment Committee and offers specialized services such as ERISA plan management and tax planning through affiliated entities.

Donald Florence is a Series 65-licensed financial advisor at Quartz Partners Investment Management with nine years of industry experience. He has worked at Quartz Partners since 2023 and previously spent three years at Kalos Management Inc. Florence is also president of Florence Wealth LLC, where he is involved in insurance-related financial products. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries by providing model-based investment management through separately managed accounts, model portfolios, and advisory services. The firm combines top-down macro analysis with bottom-up stock selection and manages accounts on a discretionary basis, with ongoing monitoring and rebalancing by an investment committee.

Howard Rightsell is a financial advisor at United Advisor Group with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research Advisors and INVEST Financial Corp. He is also the owner of Rightsell & Company, LLC, an insurance sales business he has operated since 1983. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and recommended third-party money managers.

Richard Bousum II is a financial advisor with StoneX Advisors Inc. and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, including over a decade with StoneX Securities Inc. Outside of his advisory role, he provides IT consulting services through RSNetworking and works as an insurance agent selling term life, Medicare supplement, and prescription drug plans. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and annuity allocation services. The firm utilizes a range of investment strategies through advisor-managed portfolios, proprietary models, third-party money managers, and advanced platforms to support diverse client needs.

Matthew Postell is a financial advisor with Modern Wealth Management, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at LPL Financial LLC, Centra Credit Union, Fidelity Brokerage Services LLC, and JP Morgan Securities LLC. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm employs a centralized Investment Committee and utilizes model portfolios and third-party managers to guide investment decisions.

John Dowell is a financial advisor at First Heartland Consultants, Inc. with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones for seven years before joining First Heartland Capital Inc. in 2022. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants, offering personalized asset management, third-party asset management, and model-based self-directed brokerage account programs. The firm’s advisory services are delivered through independent representatives using a combination of fundamental, technical, and cyclical analysis and offer both strategic and tactical asset allocation.

Heather Mc Ghee is a financial advisor at Modern Wealth Management, LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for eleven years. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a range of portfolio management tools.

Kyle James is a financial advisor at Modern Wealth Management, LLC with 15 years of industry experience and holds a Series 66 designation. He has worked at Modern Wealth Management since 2023 and previously at Martin James Investment and Tax Management, LLC and World Equity Group. Outside of his advisory role, Kyle serves as Vice President of the board and assistant coach for a youth girls travel softball team through Indy Mavericks, Inc. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension and retirement plans, and charitable organizations. The firm utilizes a centralized portfolio management model with an Investment Committee and offers a broad range of services such as discretionary investment management, tax and estate planning, and ERISA plan services.

Nathanial Winklepleck is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with Donaldson Capital Management LLC since 2012. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to create income- and growth-oriented portfolios, serving a diverse client base that includes retirement-plan fiduciaries and institutional entities.

Christopher Smail is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Gwfs Equities, Inc. since 2016. Outside of his advisory role, he has been a freelance musician for over 25 years, performing and recording as a singer and guitarist. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders, delivering services through an integrated platform aligned with Empower’s recordkeeping and administrative systems.

John Murphy is a financial advisor with SPC in Plainfield, Indiana, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked at Parkland Securities, LLC since 2014. Outside of his advisory role, he established North 84 LLC, a company focused on non-variable life and annuity marketing, and operates Saratoga Wealth Management, LLC. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm provides portfolio management, financial planning, and ERISA-related retirement services, offering both discretionary and nondiscretionary investment strategies.

Mark Matkovic is a CFP® professional with 33 years of industry experience, currently advising at Cetera Planning Partners. His career includes long-term roles within Avantax and Cetera-affiliated firms. Outside of financial advising, he owns and operates Matkovic Financial Group, providing tax preparation and accounting services. Cetera Planning Partners serves individual and high-net-worth clients, emphasizing pre-retirees and retirees. The firm offers comprehensive financial planning, investment management, and specialized services such as tax planning and estate strategies, integrating resources from the broader Cetera network.

Travis Schnell is a financial advisor with Fifth Third Securities, Inc. in Brownsburg, IN, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Fifth Third Bancorp, Health Spot LLC, Columbus Supplement Store, BluePrint Supplements, and the University of Southern Indiana. He is also the owner of a wellness coaching business, The Scientific Trainer dba Executive Wellness Solutions. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, combining mutual funds, ETFs, SMAs, and direct indexing strategies.

Joseph Williams is a financial advisor with Fifth Third Securities, Inc. in Indianapolis, IN, holding Series 63 and Series 65 credentials and having 27 years of industry experience. His prior roles include positions at Global Retirement Partners, LPL Financial, and PNC Investments. He has been with Fifth Third Securities and Fifth Third Bank since 2019. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers a range of managed account programs on the Passageway platform, employing multiple investment strategies and third-party portfolio managers.

Brandon Craiger is a financial advisor at &PARTNERS with 14 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 14 years before joining &PARTNERS in 2025. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services, utilizing a combination of fundamental, technical, and quantitative analyses alongside model portfolios and both proprietary and third‑party strategies.