Joseph Williamson is a financial advisor with Williamson Legacy Group, LLC in Carmel, Indiana, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Prudential Equity Group, LLC, and Axxcess Wealth Management. Outside of his advisory work, he is involved with TSOAR Ministries, focusing on discipleship and ministry book sales. Williamson Legacy Group offers personalized financial planning and discretionary and non-discretionary investment advisory services to individuals, families, trusts, and institutions. The firm manages over $180 million in discretionary assets and employs a client-specific approach that combines fundamental and technical analysis to tailor portfolios according to individual objectives, tax considerations, and time horizons.

Christopher Evans is a financial advisor with Meridian Investment Advisors, Inc. in Indianapolis, IN. He holds Series 63 and Series 65 credentials and has 21 years of industry experience. Prior to joining Meridian in 2026, he worked for American Century Investments for 21 years and Equity Services, Inc. for one year. Meridian Investment Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers asset management, financial planning, pension consulting, and integrated tax services, using a modern portfolio theory approach focused on risk alignment and periodic review.

Brogan Baxter is a Series 65-licensed financial advisor with 21 years of industry experience. He has been with Four Quadrant Wealth Advisors, Inc. in Indianapolis, IN, since 2004. Four Quadrant Wealth Advisors serves individual and high-net-worth clients, as well as professional partnerships, corporations, and medical and dental practices. The firm provides personalized financial planning and discretionary portfolio management, employing a range of analytical methods and a diverse selection of investment instruments tailored to each client's objectives and risk tolerance.

Gregory Freeman is a financial advisor with Strive Financial Group, LLC in Carmel, IN, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He has worked at multiple firms, including Wellington Wealth Strategies, LLC, and MassMutual Life Insurance Company. Freeman is also involved as an insurance agent through Strive Financial Group. Strive Financial Group, LLC provides discretionary asset management, financial planning, consulting, and ERISA retirement-plan services to individual and high-net-worth clients. The firm uses a combination of quantitative and qualitative analysis to manage portfolios across a range of strategies, including long-term allocations, trading, options, and alternative investments.

Tanner Coulter is a financial advisor with LJI Wealth Management, LLC in Indianapolis, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at The Prudential Insurance Company of America and its affiliated entities from 2015 to 2020. Outside of advisory work, he acts as an insurance agent specializing in livestock insurance and general insurance sales. LJI Wealth Management offers wealth management, investment management, comprehensive financial planning, and retirement plan consulting to individuals, high-net-worth clients, charities, corporations, and pension/profit-sharing plans. The firm’s approach incorporates fundamental, quantitative, and technical analysis, utilizing a range of investment vehicles and strategies tailored to client objectives and risk tolerance.

Joshua Brumbaugh is a financial advisor with Parkwoods Wealth Partners, LLC in Carmel, Indiana. He holds a Series 65 credential and has 11 years of industry experience. In addition to his advisory role, he is an accountant for a technology company focused on graphene development and co-owns a business services firm. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations, providing investment management, retirement plan consulting, and financial planning. The firm employs a long-term, Modern Portfolio Theory-based investment approach emphasizing diversified allocations primarily through mutual funds, ETFs, and fixed-income ladders.

Richard Thomas is a financial advisor with Signature Financial Services, Ltd in Noblesville, IN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Signature Financial Services since 1999 and concurrently at First Heartland Capital, Inc. and Ag Resource Management. Outside of advising, he operates a tax preparation business. Signature Financial Services provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and business entities. The firm’s investment approach is asset-allocation driven, using model portfolios and institutional strategists, with a focus on mutual funds, ETFs, and other asset classes, while offering both discretionary and non-discretionary portfolio management.

Jo Ann Hendryx is a financial advisor with Intrepid Financial Planning Group, LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Intrepid Financial Planning since 1999 and maintains ongoing business activities as a CPA and attorney, providing tax and estate planning services through DeFelice Engineering Inc. Intrepid Financial Planning Group, LLC offers discretionary, fee-based investment management to a diverse client base including individuals, families, trusts, and pension plans, managing approximately $355 million in client assets. The firm employs a strategic asset allocation approach incorporating Modern Portfolio Theory principles, emphasizing diversification, tax efficiency, and cost control, while providing customized portfolios and maintaining formal affiliations with tax and accounting professionals.

Madeline Speckman is a CFP® and holds a Series 66 license with seven years of industry experience. She currently serves as an advisor at Meridian Investment Advisors, Inc., having joined the firm in 2026. Prior to Meridian, she worked at Sanctuary Advisors, LLC and Sanctuary Securities, Inc., as well as Merrill and Walker Information. Outside of her advisory role, Speckman serves as Secretary on the board of the Kappa Alpha Theta Facility Corporation in Indianapolis. Meridian Investment Advisors provides comprehensive asset management and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs a modern portfolio theory-based approach that integrates asset allocation, portfolio structure, and specialist management, while also offering in-house tax and accounting services alongside pension consulting.

Luke Drye is a financial advisor at LJI Wealth Management, LLC in Indianapolis, holding a Series 65 designation with four years of industry experience. His prior work includes roles at DFAS Indianapolis and ESG Security/CSC. LJI Wealth Management serves individuals, high-net-worth clients, charities, corporations, and pension/profit-sharing plans, managing approximately $1.37 billion in assets. The firm offers wealth management, financial planning, and retirement consulting using a range of investment strategies tailored to client objectives and risk tolerance.

Anthony Bonanno is a financial advisor at The Wellington Group LLC with 40 years of industry experience. He has held roles at Guardian Life and PKS Investments prior to joining The Wellington Group. Bonanno is involved with the National Advisors Private Client Group and operates an independent insurance agency providing insurance advice to clients. The Wellington Group LLC offers wealth planning, financial planning, consulting, and portfolio management services to individuals, high-net-worth clients, and small businesses. The firm employs a combination of passive and active management strategies and tailors investment policy statements to each client, utilizing third-party managers and a range of alternative and tax-aware investment approaches.

Julie Faas is a financial advisor at Intrepid Financial Planning Group, LLC in Indianapolis, IN, holding a Series 65 designation with 23 years of industry experience. She has been with Intrepid Financial LLC since 1999. Intrepid Financial Planning Group, LLC provides discretionary, fee-based investment management to individuals, families, business entities, trusts, estates, pension and profit-sharing plans, and charitable trusts, managing approximately $355 million in client assets. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, emphasizing diversification, tax efficiency, and cost control, and offers customized portfolios including mutual funds, ETFs, individual stocks and bonds, and market strategies.

Nicholas Kelly is a financial advisor at Bedel Financial Consulting Inc with six years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, UBS Financial Services, and Ameriprise. Outside of advising, he is a co-owner of Good News Coffee in Indianapolis, where he contributes to general work and bookkeeping. Bedel Financial Consulting provides customized portfolio management and financial planning to individuals, families, trusts, and institutions. The firm employs a range of investment strategies, including the use of derivatives and margin, and manages client accounts on a discretionary, fiduciary basis.

Timothy Hays is a financial advisor at Elevated Financial Group with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Jackson National Life Distributors, Invst, and Jarred Bunch Consulting. Outside of his advisory role, Mr. Hays holds a minority ownership interest in a group of Colorado-based real estate investment LLCs, where he participates occasionally in strategic decisions. Elevated Financial Group serves individual and high-net-worth households as well as retirement plan sponsors, offering discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a diversified investment approach supported by fundamental, quantitative, and technical analysis, and integrates technology and formal due diligence in its management processes.

William Chrisman is a financial advisor at Four Quadrant Wealth Advisors, Inc. in Carmel, IN, holding a Series 65 designation with five years of industry experience. His prior roles include positions at Worldwide Auctioneers, Miller Private Wealth, Personal Wealth Partners, and Credent Wealth Management. Before entering financial advisory, he worked at the University of Saint Francis for four years. Four Quadrant Wealth Advisors is an eight-advisor team managing approximately $219 million in discretionary assets for individuals, professional partnerships, and business entities. The firm employs a tailored investment approach incorporating fundamental and technical analysis, options strategies, and limited digital asset advice, with continuous portfolio monitoring and discretionary management.

Davis Warner is a financial advisor at Elser Financial Planning, Inc. in Indianapolis, IN, holding a Series 65 credential with one year of industry experience. Prior to joining Elser Financial Planning, he held various roles including positions at Eagle Point Golf Course and Fed Ex. Elser Financial Planning, Inc. is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, and small businesses with personalized financial planning and portfolio management. The firm employs a long-term, Modern Portfolio Theory–based approach using low-cost mutual funds and ETFs, managing over $1.13 billion in discretionary assets with a team of 13 advisors.

Samuel Muse is a CFP® professional with 11 years of industry experience, currently serving at FI3 Financial Advisors, LLC. He holds the Series 65 designation and has been with FI3 Financial Advisors since 2015. Outside of his advisory role, Muse serves as a director on the board of the Presbyterian Foundation and as treasurer and board member for the Penrod Society, where he participates in governance and financial management. FI3 Financial Advisors, LLC operates as a multi-family office, primarily serving high-net-worth individuals and multi-generational families with comprehensive wealth planning, tax and estate coordination, pension consulting, and investment management. The firm combines active and passive portfolio management across public and private asset classes and offers proprietary private investment funds to accredited investors.

Matthew Simpson is a CFP® with 23 years of industry experience, currently serving at FI3 Financial Advisors, LLC since 2016. Based in Indianapolis, IN, he is part of an eight-advisor team. FI3 Financial Advisors primarily serves high-net-worth individuals and multi-generational families as a multi-family office, providing comprehensive wealth planning, tax and estate coordination, pension consulting, and investment management. The firm combines active and passive portfolio management across public and private asset classes and collaborates with trusted professionals to implement family-level financial strategies.

Grant Hofer is a financial advisor at Elser Financial Planning, Inc. in Indianapolis, IN, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Global Atlantic Financial Group and Pensionmark Financial Group. Elser Financial Planning, Inc. is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, and small businesses. The firm provides comprehensive financial planning and portfolio management, emphasizing a long-term, Modern Portfolio Theory–based approach using low-cost mutual funds and ETFs, while managing a mix of discretionary and non-discretionary client assets.

Kyle Kent is a financial advisor at Financial Enhancement Group with Series 63 and Series 66 designations and five years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., J.D. Gould Co., Inc., and a community church. Outside of financial services, he also works as a part-time food delivery driver. Financial Enhancement Group provides discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis, proprietary research models, tactical overlays, and AI tools to tailor investment strategies, and offers a range of services including portfolio management, retirement plan consulting, and trustee services.