Anthony Arnett is a financial advisor with Dominion Portfolio Management, Inc. He holds a Series 66 designation and has less than one year of industry experience. Prior to joining Dominion, he worked in various roles including at Crowe LLP and Kepler Consulting. Dominion Portfolio Management, Inc. offers fee-based portfolio management services to individuals, high-net-worth clients, and businesses, specializing in discretionary and non-discretionary management of accounts invested in individual securities, ETFs, and mutual funds. The firm employs multiple analysis techniques and provides ongoing account monitoring with options for household aggregation and third-party money managers.

Derek Hamilton is a CFP® professional with 12 years of experience in financial planning, currently serving at Elser Financial Planning, Inc. since 2014. He operates within a 12-advisor team based in Indianapolis, IN. Elser Financial Planning provides fee-only financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses, offering services such as retirement, tax-aware, cash flow, and estate planning. The firm employs a documented Investment Policy Statement and long-term portfolios grounded in Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, individual bonds, and unified managed accounts, with a primarily non-discretionary operating model.

R Smith is a CFP® and CFA® charterholder with 19 years of industry experience. He has worked at KCPAG Financial Advisors LLC, Kcpag Insurance Services LLC, Kemper Capital Management LLC, Securities America Inc., and Kemper CPA Group. KCPAG Financial Advisors LLC provides financial planning, portfolio management, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm serves approximately 405 clients with a team of 13 advisors across 27 offices, offering tailored asset management through fundamental analysis, a variety of strategies, and both discretionary and non-discretionary management options.

Sandesh Arles is a financial advisor at Strive Financial Group, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab and Valeo Financial Advisors. He is also involved as a member of Arles Capital LLC, a holding company for his investment advisory practice. Strive Financial Group, LLC provides discretionary asset management, financial planning, and consulting services to individual and high-net-worth clients, along with ERISA retirement-plan services. The firm uses a combination of quantitative and qualitative analysis to manage portfolios through various strategies, including long-term allocations, trading, options, and alternative investments.

Katie Fischer is a CFP® professional with 11 years of experience in the financial advisory industry. She has been with Market Street Wealth Management Advisors, LLC since 2013 and is based in Indianapolis, IN. Market Street Wealth Management Advisors provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, businesses, private foundations, pension plans, and charitable organizations. The firm manages approximately $711 million in assets and operates with a nine-advisor team across ten offices, focusing on asset-allocation driven portfolios using mutual funds and ETFs alongside technology-enabled client servicing.

Thays Rodrigues Cardoso is a CFP® professional with six years of experience in the financial services industry. She has worked at Fi3 Financial Advisors since 2020 and has prior experience at Westpoint Financial Group. Outside of her advisory role, she has experience as an assistant coach at Hanover College. Fi3 Financial Advisors, LLC serves high-net-worth individuals and multi-generational families as a multi-family office, providing Family Chief Financial Officer services, comprehensive wealth planning, tax and estate coordination, pension consulting, and investment management. The firm combines active and passive portfolio management with integrated financial planning and offers private investment vehicles alongside consolidated reporting for public and private holdings.

Alan Kovalsky is a financial advisor at Wallington Asset Management with 10 years of industry experience and holds a Series 66 designation. His prior roles include positions at Rejoyce Financial, Continental Enterprises, and managing his own law office. Wallington Asset Management is a team-based SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and consulting services, managing over $1.3 billion in assets with tailored strategies based on client suitability and risk tolerance.

Bradley Owens is a CFP® professional with 21 years of industry experience. He has been with LJI Wealth Management, LLC since 2012. Owens holds life and health insurance licenses. LJI Wealth Management serves individuals, charitable organizations, corporations, and retirement plans, offering wealth management services that include investment management, financial planning, and retirement plan consulting. The firm uses a variety of investment strategies tailored to client objectives and risk tolerances, with portfolios that may incorporate equities, fixed income, ETFs, and specialized approaches such as options and swing trading.

David Webb is a CFP® with 19 years of industry experience, currently serving at Curry Webb Wealth Management LLC. He has led Webb Capital Management, LLC since 2013. Curry Webb Wealth Management is a team-based firm that offers customized financial planning and discretionary investment management primarily to individual investors and trusts. The firm employs a diversified asset allocation strategy using mutual funds and ETFs, supported by regular Investment Committee reviews and integrated financial planning services.

Tracy Colson is a financial advisor with Woodley Farra in Indianapolis, IN, holding Series 63 and Series 65 licenses and having 18 years of industry experience. Prior to joining Woodley Farra in 2023, she worked at Goelzer Investment Management for seven years and at Campbell And Co CPAs for one year. Woodley Farra provides discretionary and non-discretionary investment management services to a range of clients including individuals, pension plans, trusts, charitable organizations, and institutional mandates. The firm employs a multi-faceted investment approach focusing on equity portfolios of larger-cap companies and offers named strategies such as the Core Value Portfolio and Dividend Portfolio alongside fixed income solutions.

Ronald Campbell is a CFP® and Series 63 credentialed advisor with over 31 years of industry experience. He has been with Intrepid Financial Planning Group, LLC since 1998 and has operated his own CPA and attorney practice since 1984, offering tax and accounting services alongside financial planning. 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. The firm employs a strategic asset allocation approach grounded in Modern Portfolio Theory, emphasizing diversification, tax efficiency, and cost control, and manages approximately $355 million in client assets.

Patrick Roberts is a financial advisor at Market Street Wealth Management Advisors, LLC in Indianapolis, IN, holding a Series 65 designation with 11 years of industry experience. He has been with Market Street Wealth Management Advisors since 2015. Market Street Wealth Management Advisors provides discretionary investment management, financial planning, and retirement plan consulting to individuals, businesses, private foundations, pension plans, and charitable organizations. The firm manages approximately $711 million in assets for about 419 clients and operates with a nine-advisor team across ten offices, emphasizing asset-allocation driven portfolios constructed mainly with mutual funds and ETFs.

Tanner Boston is a financial advisor with Bookends Financial Planning in Indianapolis, IN. He holds a Series 65 designation and has experience working with Wetzel Investment Advisors, Inc. and Calamos Investments. Bookends Financial Planning serves individual, high-net-worth, retirement plan, and corporate clients, managing approximately $288 million for around 500 clients through a six-person advisory team. The firm combines asset allocation with various analytical approaches and offers discretionary portfolio management, educational workshops, and publishes periodicals for its clients.

Kathleen Steinman is a Series 65-credentialed advisor with Elser Financial Planning, Inc. in Indianapolis, IN. She has been with the firm since 2025 and has less than one year of industry experience prior to joining. Elser Financial Planning provides fee-only financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes a documented investment policy, long-term portfolios based on Modern Portfolio Theory, and a primarily non-discretionary operating model using low-cost funds and disciplined fee-only practices.

Caleb Tyner is a financial advisor with Gimbal Financial, LLC, holding Series 65 and Series 66 licenses. He has one year of industry experience and previously worked at DOZ and has been involved in educational roles at Murray State School of Business and Murray State University. Gimbal Financial serves individuals, trusts, estates, small businesses, and retirement plans, offering discretionary asset management through a wrap-fee program, retirement plan consulting, and variable annuity consulting. The firm employs diversified investment allocations and conducts annual account reviews, managing approximately $290 million for about 380 clients.

Christopher Weiss is a CFP®-certified financial advisor at Wallington Asset Management with 10 years of industry experience. He has been with Wallington Asset Management since 2012. Wallington Asset Management is a team-based SEC-registered investment adviser managing over $1.3 billion in discretionary assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers tailored portfolio management and financial planning services using a multi-factor equity selection framework and targeted fixed-income strategies, alongside distinct Asset Management and Capital Advisory Programs.

Amanda Black is a financial advisor at Capital Cities Investments with 19 years of industry experience. She holds a Series 65 designation and has been with Capital Cities in various capacities since 2006. Amanda serves on the boards of Hanover College and the Zionsville Education Foundation. Capital Cities Investments serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employee benefit plans, offering discretionary portfolio management, modular financial planning, and pension consulting. The firm’s investment process emphasizes asset-allocation modeling with a combination of active and passive managers, using mutual funds and ETFs, along with periodic rebalancing and portfolio monitoring.

Michael Charles is a CFP® professional affiliated with Wallington Asset Management in Indianapolis, IN, with 23 years of industry experience. He has been with Wallington Asset Management since 2012. Wallington Asset Management is an SEC-registered, team-based advisory firm that provides discretionary portfolio management, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, and charitable organizations. The firm employs a multi-factor framework for equity selection and macroeconomic analysis for fixed income, managing over $1.3 billion in discretionary assets across several hundred client accounts.

Grady Gaynor is a financial advisor with Indie Asset Partners, LLC in Carmel, IN, holding a Series 66 designation and 23 years of industry experience. He has been with Indie Asset Partners since 2010. Outside of his advisory role, Mr. Gaynor is a member of Indie Diversified Partners, LLC and has experience as an independent insurance agent. Indie Asset Partners provides financial planning, portfolio management, multi-family office, and retirement plan advisory services to individuals, high-net-worth clients, retirement plan fiduciaries, and private investment funds. The firm manages portfolios using a range of investment vehicles and is notable for its affiliated-fund platform and cross-disciplinary affiliation with a law firm.

Cara Buchanan is a CFP® and holds a Series 66 license with 11 years of industry experience. She is currently with Bedel Financial Consulting Inc, joining in 2025 after roles at Ellenbecker Investment Group and Robert W. Baird & Co. prior to that. Bedel Financial Consulting provides customized portfolio management and financial planning to a range of clients, including individuals, families, trusts, charitable organizations, and institutions. The firm employs a fiduciary standard, utilizes a combination of fundamental, technical, and quantitative analysis, and manages accounts using diverse strategies such as derivatives and margin transactions.