Rone Davis is a CFP® and ChFC® credentialed financial advisor with 24 years of industry experience. He is the principal at Daviman Financial, LLC in Noblesville, IN, where he has worked since 2016. His prior work includes roles at ReJoyce Wealth Management LLC and his own sole proprietorship, along with involvement in trust services and insurance brokering. Outside of his advisory work, he serves on the boards of nonprofit organizations focused on housing for people with disabilities and professional training for tax professionals. Daviman Financial serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering comprehensive financial planning, investment management, and retirement plan consulting. The firm manages approximately $234 million for around 190 clients, utilizing both discretionary and non-discretionary portfolio services with a structured client process that includes written financial plans and ongoing reviews.

I work to help folks manage their wealth and the way they think about it... I am an Indy-based financial advisor and founder of BBK Wealth. I grew up on the border of NY and PA  in “the valley” and later in the finger lakes region where his parents still live.  Seneca Lake is his proud home. Why Indiana? I attended Notre Dame to earn my degree in Finance and then my masters in Education. Now – me and my wife, Maggie,  have 4 kids (KCMT) and a great dog named Winnie. BBK is a wealth management company that serves families. We all have families, some BIG. We want to see them all live in retirement with pride, dignity, and financial security. We NEVER want anyone to be harmed or left out in the cold because they did not trust the right team to manage their wealth. We’re passionate about that. We are committed to that.

Brendan Crews is a financial advisor at Daviman Financial, LLC with 14 years of industry experience. He holds the CFP® designation and has previously worked at New York Life, Nylife Securities LLC, and Eagle Strategies. Outside of his advisory role, he is also an insurance broker appointed with outside carriers for brokering non-registered insurance products. Daviman Financial serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing comprehensive financial planning, investment management, and retirement plan consulting. The firm manages approximately $234 million for about 190 clients, offering discretionary and non-discretionary portfolio services that incorporate a range of investment approaches including strategic and tactical asset allocation.

Michael Mathioudakis is a financial advisor with Genesis Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He is the sole owner and managing member of Genesis ESOP Advisors, LLC, which provides employee stock ownership plan trustee services. Additionally, he works as an independent insurance agent. Genesis Advisors LLC offers investment management, financial planning, and employer-sponsored plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm typically implements portfolios through a passive approach using index mutual funds and ETFs, supported by fundamental analysis, and manages approximately $121 million for about 124 clients.

Bradley Graber is a CFP® professional with 21 years of experience in financial advising. He has been with Genesis Advisors, LLC since 2009. In addition to his advisory role, he works as an independent insurance agent. Genesis Advisors provides investment management, financial planning, and employer-sponsored plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $121 million in assets and typically employs a passive investment approach using index mutual funds and ETFs, combined with fundamental analysis.

Charles Werckenthien is a ChFC® credentialed financial advisor with 35 years of industry experience. He is currently a principal at SecurEstate Financial Services Inc., where he has worked since 2020, following five years at Cambridge Investment Research. Werckenthien is also the owner and president of SecurEstate Financial Services, an RIA focused on investment advice, asset management, and financial planning. SecurEstate Financial Services provides advisory services to individual and high-net-worth clients, offering ongoing portfolio management, financial planning, and the selection of third-party advisers. The firm employs a long-term investment approach that integrates fundamental analysis, modern portfolio theory, and quantitative analysis across various asset classes.

Nicholas Catlin is a CFP® with 18 years of industry experience, currently serving as an advisor at CBG & Company, Inc. since 2011. He holds Series 63 and Series 65 licenses. CBG & Company, Inc. advises individuals, high-net-worth clients, and retirement plans, managing approximately $252 million in discretionary assets. The firm offers portfolio management, financial planning, pension consulting, and specialized accounting and practice consulting services primarily for dental professionals.

Julian Strickland is a CFP® professional with two years of experience in financial advisory roles, currently serving at Genesis Advisors, LLC. Prior to joining Genesis Advisors, he worked at Wacker Wealth Partners and has professional experience including employment with the Indianapolis Fire Department as a firefighter and emergency medical technician. Genesis Advisors LLC provides investment management, financial planning, and employer-sponsored plan consulting for a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm manages about $121 million and employs a passive investment approach utilizing index mutual funds and ETFs alongside fundamental analysis.

Dipen Mehta is a financial advisor at Helix Wealth with 10 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including INVST, Inc., Valor Capital Management, and Prosperity Capital Advisors. Outside of advising, he is involved in entrepreneurial ventures such as developing retirement planning tools through MyRetirementPlan.AI, Inc., and operates other non-investment businesses. Helix Wealth provides advisory services to individuals, high-net-worth families, business owners, trusts, estates, charitable organizations, and institutional clients. The firm offers comprehensive wealth management, multi-family office services, investment management, retirement and pension consulting, tax planning, estate support, and educational seminars, with an investment approach that integrates fundamental analysis, asset allocation, and modern portfolio theory.

Timothy Luker is a financial advisor at Brightstone Advisors LLP with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Primerica Financial Services and Primerica Advisors. Outside of financial services, he is the managing member and owner of Lapel's Ice Cream Plus, LLC. Brightstone Advisors serves individual and high-net-worth clients, providing portfolio management, family office services, and financial planning. The firm emphasizes long-term, diversified investment strategies with tax-aware management and integrates accounting and tax services through an affiliated CPA practice.

Christopher Norwood is a CFA® charterholder with 16 years of industry experience and serves as the principal of Norwood Economics, Inc. He has been an adjunct professor of economics at Butler University since 2016 and began coaching girls high school softball at North Central High School in 2024. His career also includes six years of service with Warren Township. Norwood Economics provides discretionary portfolio management and financial planning for individual and institutional clients, employing an actively managed, multi-asset class approach with a value-oriented, bottom-up equity process and tactical asset-class tilts based on valuation and risk/reward assessments. The firm distributes a weekly market newsletter, conducts educational seminars and webinars, and offers financial planning as a no-cost component of portfolio management.

Lauren Werckenthien is a CFP® and Series 66-registered financial advisor with eight years of industry experience. She is currently with SecurEstate Financial Services, Inc., where she has worked since 2016, including roles at affiliated entities and prior positions at Cambridge Investment Research. She serves on the investment committee of the South Madison Community Foundation, a nonprofit community foundation in Madison County, Indiana. SecurEstate Financial Services provides advisory services to individual and high-net-worth clients, offering portfolio management, financial planning, and third-party adviser selection. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative analysis to guide its long-term investment approach.

Jason Rasp is a financial advisor with RASP Wealth Solutions, LLC, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His previous roles include positions at UBS Financial Services, Merrill, and Robert Baird & Co. since 2001. RASP Wealth Solutions provides personalized financial planning and investment management for individuals, high-net-worth clients, and institutional entities such as family offices and trusts. The firm employs a comprehensive, client-specific planning process and integrates fundamental, quantitative, and technical analysis with a long-term investment orientation while utilizing AI-enabled tools in its research and operations.

Brian Wright is a CFP® with 16 years of industry experience. He is a principal at Wright Planning, LLC and also serves as a business consultant at Wright Accounting Group, LLC. His prior experience includes positions at ARGI Investment Services, LLC and Valeo Financial Advisors. Wright Planning, LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, and small businesses. The firm combines fundamental and technical analysis within a strategic and tactical asset allocation framework, managing client accounts based on objectives, risk tolerance, and tax considerations.

Adam Zoeller is a financial advisor at Genesis Advisors, LLC with a Series 65 credential and two years of industry experience. Prior to joining Genesis Advisors in 2023, he worked at Brad Graber and spent several years with DC Painting, LLC. Outside of his advisory role, Zoeller serves as a Pastoral Assistant at Castleview Church, where he designs curriculum and leads activities for teens. Genesis Advisors, LLC provides investment management, financial planning, and employer-sponsored plan consulting to a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations. The firm typically employs a passive investment approach using index funds and ETFs, combined with fundamental analysis, and manages both discretionary and non-discretionary assets.

John Duncan is a financial advisor at Norwood Economics, Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at firms including Prudential, Larson Financial Group, Transamerica Life Insurance Company, Fidelity Investments, and Bank of America/Merrill Lynch. Norwood Economics provides discretionary portfolio management and financial planning services to individual clients, retirement plans, pooled funds, and cash balance plans. The firm employs an actively managed, multi-asset class investment approach with a value-oriented, bottom-up equity process and delivers research-driven portfolio oversight alongside educational offerings such as a weekly market newsletter and retirement seminars.

Karo Kochounian is a financial advisor with Elevate Capital Management, L.L.C., holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Elevate in 2019, he worked for Institutional Shareholder Services for five years. Outside of advising, Kochounian owns Les Amis Salon et Spa, a hair salon located in San Mateo, California. Elevate Capital Management serves individual and high-net-worth clients with tailored portfolio management and documented investment policy statements. The firm uses multiple analytical methods and a long-term trading orientation to manage diversified portfolios, offering both discretionary and non-discretionary accounts.

Roy Bodinus is a financial advisor at CBG & Company, Inc. with 25 years of industry experience. He has been with CBG & Company since 2008 and holds a Series 65 designation. CBG & Company, Inc. serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, managing approximately $270 million in client assets. The firm combines fundamental and technical analysis with long-term portfolio management and offers integrated accounting and practice-consulting services alongside fiduciary retirement plan solutions.

Brian Mc Connell is a financial advisor at Daviman Financial, LLC with two years of industry experience. He holds a Series 65 designation. Outside of financial advising, he owns and operates Priority 1 Electrical LLC, a general electrical contracting company. Daviman Financial serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning, investment management, and retirement plan consulting. The firm employs a goal-oriented, fact-finding approach with discretionary and non-discretionary portfolio management that includes the use of third-party sub-managers and model portfolios.

William Gorgol is a financial advisor at Brightstone Advisors LLP with a Series 65 designation and one year of industry experience. Prior to joining Brightstone, he worked at Marcus & Millichap for seven years and spent four years at Indiana University Kelley School of Business. Brightstone Advisors serves individual and high-net-worth clients, including retirees, professionals, small business owners, and corporate executives, providing discretionary and non-discretionary portfolio management, family office services, and ongoing financial planning. The firm emphasizes long-term, diversified portfolios using fundamental analysis and modern portfolio theory, and integrates tax and accounting services through an affiliated CPA practice.