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.

Treavor Dodsworth is a CFP®-certified financial advisor with 10 years of industry experience. He is the principal of Sycomore Financial, an independent advisory firm based in Anderson, IN. In addition to his advisory work, he owns and operates Monthly Financial Coaching LLC, a financial coaching business. Prior to his current roles, he has worked at NorthWest Financial Services and held various positions including at Uber and Premier Accounting Services. Sycomore Financial provides investment advisory and financial planning services to individual clients, focusing on retirement planning, tax considerations, estate planning, and small-business planning. The firm emphasizes passive, diversified portfolios with factor tilts and manages accounts on a non-discretionary basis, offering clients ongoing comprehensive planning or project-based engagements.

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.

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.

Mulong Wang is the principal of Erlang101 Capital Management LLC in Fishers, Indiana, with 13 years of industry experience. He holds a Series 65 designation and has led Erlang101 Capital Management since 2014. Outside of his advisory role, Wang is also the principal of I-Care Financial Corporation, an insurance agency he founded in 2006. Erlang101 Capital Management provides customized, discretionary investment management primarily for high-net-worth individuals, utilizing a combination of fundamental research, technical analysis, and global macro studies to guide portfolio decisions. The firm manages portfolios across equities, ETFs, bonds, no-load mutual funds, and derivatives, and offers performance-based fees for qualified investors alongside asset-based, fee-only arrangements.

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.

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.

Richard Hirtle is a Series 65-licensed financial advisor at Plan Wise Wealth Group, LLC in Indianapolis, Indiana, with one year of industry experience. He previously worked at RA Wealth Group and is co-owner of RA Marketing, a marketing business he has been involved with since 2016. Plan Wise Wealth Group is an independent, single-advisor registered investment adviser serving individuals and high-net-worth clients through discretionary and non-discretionary asset management, financial planning, and consulting. The firm employs personalized investment strategies based on client goals and risk tolerances, utilizing a range of analytical approaches and, when appropriate, sub-advisors or co-advisors to manage portfolios.

Linda Zimmermann is a CFP® professional with 19 years of experience, operating Linda Zimmermann Financial Planning and Counseling in Greenfield, IN as a sole practitioner since 1985. In addition to her financial advisory work, she manages a 465-acre farm in Illinois, dedicating part of her time to farm-related responsibilities. Her firm provides financial planning and discretionary investment management services to individuals, couples, and trusts, focusing on retirement income planning, education funding, debt reduction, and budgeting. The practice is noted for its hourly billing combined with discretionary management and uses personalized asset-allocation models with a preference for no-load mutual funds in smaller accounts.

Tod Utter is the principal of I4 Advisors LLC in Indianapolis, IN, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in his advisory firm since 2011. In addition to his advisory work, he owns and operates a CPA firm, UK CPA Group, providing tax preparation and small business accounting services. I4 Advisors provides investment supervisory services and financial planning to individual clients, corporate/business clients, and pension or profit-sharing plan accounts. The firm customizes portfolios based on individual client risk tolerance and objectives, offering both discretionary and non-discretionary management across a range of investment vehicles and strategies.

Bradley Herndon is a CFA® charterholder and principal of Herndon Investment Management, LLC in Greenfield, IN, with 4 years of advisory experience and over 20 years at GBC Banking Company. He leads the firm as its sole advisor. Herndon Investment Management provides discretionary investment management and portfolio construction services to individuals, estates, trusts, charitable organizations, and endowments. The firm combines fundamental, valuation, and technical analysis to guide asset allocation and security selection, focusing on long-term returns and risk management.

Gregory Wilson is the sole advisor at G.M. Wilson Private Wealth Management Group in Fishers, Indiana. He holds Series 63 and Series 65 designations and has 23 years of industry experience. Wilson has worked at Traderight Securities, Inc. since 2004. His firm provides portfolio management and written financial planning services to individuals and high-net-worth clients, operating primarily on a non-discretionary basis with client approval required for trades. The investment approach emphasizes conservative asset allocation, large-cap dividend-paying stocks, dollar-cost averaging, and sector diversification through ETFs.

Alex Perkins is an Indianapolis, IN fee-only financial advisor, located in Fishers, IN, serving clients locally and across the country. We believe the purpose of Financial Planning is to help you use, manage, and direct your resources towards what matters most. We do our best work for three distinct groups of people: 1. We help retirees turn their life savings into a reliable income stream while also minimizing their lifetime tax burden. 2. We help business owners think through separating their personal financial situation with their business’ and either prepare for a sale or transition to the next generation. 3. We help high net worth families avoid or significantly mitigate a brutal 40% estate tax by proactively coordinating with estate planning attorneys to implement advanced planning strategies. I am a CERTIFIED FINANCIAL PLANNERTM professional, board member of the Rotary Club of Fishers, member of the Estate Planning Council of Indianapolis, and member of NAPFA, the National Association of Personal Financial Advisors. Members of NAPFA must abide by a strict fiduciary standard and are fee-only financial advisors. I live in Fishers, Indiana yet help families like you all around the country. I am married and have three beautiful children: two boys and a girl. My personal attention to helping you plan and to make smart financial decisions will give you peace of mind. That’s why I used the words “Wealth Advantage” in naming my business since I am confident my services will provide you with an advantage over other financial advisory firms.

Joseph Del Principe is a Series 65-licensed financial advisor based in Indianapolis, IN, with 11 years of industry experience. He is the sole advisor at Del Principe O’Brien Financial Advisors, an independent firm. Del Principe O’Brien Financial Advisors provides discretionary portfolio management, financial planning, and consulting services to private individuals, high-net-worth clients, and institutional entities. The firm uses a model-portfolio, separate-account structure with an emphasis on capital preservation, tax efficiency, and behavioral-economics informed asset allocation, combining fundamental research with quantitative and technical tools.

Kelli Ellison is a financial advisor at Panoramic Financial Planning in Carmel, IN, with 11 years of industry experience. She holds a Series 65 designation and has been with Panoramic Financial Planning since 2016. Panoramic Financial Planning is an independent, fee-only firm serving a limited number of individual and business clients. The firm offers comprehensive financial planning, discretionary portfolio management, and income tax preparation, primarily utilizing passive investment strategies with diversified portfolios of index mutual funds and ETFs.

Wendee Maniago is a financial advisor at RASP Wealth Solutions, LLC with 18 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 14 years and Merrill for one year. Outside of finance, she is an officer of Maniago Enterprises, LLC, a non-investment-related business. RASP Wealth Solutions offers personalized financial planning and investment management services to individuals, high-net-worth clients, and institutional entities. The firm’s investment approach combines fundamental, quantitative, and technical analysis, with a focus on long-term orientation while accommodating shorter-term trades as needed.

Jeffrey Sturgis is a CFP® with 21 years of industry experience, currently serving at Brightstone Advisors LLP since 2009. He has a background that includes longstanding roles at Forum Private Client Group, Linsco/Private Ledger Corp., and his own entities, Sturgis Private Client Group LLC and Sturgis CPA Group LLC. Outside of his advisory work, he is the 100% equity owner and managing partner of Brightstone CPA’s LLP, a public accounting practice. Brightstone Advisors serves individual and high-net-worth clients, offering portfolio management, family office services, and financial planning. The firm emphasizes long-term, diversified portfolios with tax-aware management and integrates accounting and tax services through its affiliated public accounting practice.