Lisa Angelo is a ChFC® with Halter Ferguson Financial Inc in Carmel, IN, where she has been working since 2016. She is part of an eight-advisor team and has 10 years of industry experience. Halter Ferguson Financial Inc provides fee-only financial planning and discretionary portfolio management to individuals, families, small businesses, trusts, charitable organizations, and employer-sponsored plans. The firm uses fundamental analysis and client-specific investment policies, offering diversified strategies and a specialized “REBELLIONAIRE” program that includes options strategies and concentrated positions.

Linda Murphy is a financial advisor at Elser Financial Planning, Inc. in Indianapolis, IN, holding a Series 65 designation with five years of industry experience. She has been with Elser Financial Planning since 2006. Elser Financial Planning offers personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses, typically serving clients with portfolios of about $1 million or more. The firm uses a fee-only model and employs long-term strategies based on Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs with broad diversification.

Emily Pyle is a financial advisor at Woodley Farra with eight years of industry experience. She holds a Series 65 designation and has been with Woodley Farra Manion since 2016. Outside of her advisory role, she is involved in non-investment-related real estate activities through ownership in Elm Appraisals, LLC and RicoRed, LLC. Woodley Farra Manion Portfolio Management, Inc. provides discretionary and non-discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and institutional clients. The firm employs long-term equity-focused strategies, using a four-pronged analytic framework and a team-based quarterly review process.

Henry Dierkes is a financial advisor at Halter Ferguson Financial Inc with a Series 65 credential and one year of industry experience. His prior work includes roles at DoorDash and Annex Wealth Management. Halter Ferguson Financial Inc provides fee-only financial planning and discretionary portfolio management to individuals, families, small businesses, trusts, charitable organizations, and employer-sponsored plans. The firm emphasizes fundamental analysis guided by client-specific investment policy statements and offers both diversified long-term strategies and a specialized “REBELLIONAIRE” program involving concentrated positions and options strategies.

Maxwell Moritz is a CFP® with 10 years of industry experience, currently serving at The Wellington Group LLC since 2024. His prior experience includes roles at Wellington Wealth Strategies, Primerica Advisors, and Guardian Life Insurance Co. Outside of advisory work, he is involved with Wamberg Genomic Advisors, which focuses on genomic cancer profiling, and partners with Ag Exit LLC to consult with farmers and landowners on estate and sales planning. The Wellington Group provides wealth planning, consulting, and investment management services to individuals, high-net-worth clients, and small business entities. The firm utilizes a combination of active and passive strategies across various asset classes and offers portfolio management on both discretionary and non-discretionary bases.

Seth Cissna is a financial advisor at Pettinga Financial Advisors, LLC with Series 65 credentials and one year of industry experience. Prior to joining Pettinga, he worked as a contractor for GlobalSource Capital Management and held positions at Indiana University Health and Eli Lilly and Company. Pettinga Financial Advisors is an SEC-registered firm managing approximately $1.28 billion in client assets. The firm serves high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary investment management and financial planning with customized portfolio allocations that may include mutual funds, ETFs, fixed income, third-party managers, and alternative investments.

James Stawick is a financial advisor at Harvest Investment Services, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Harvest since 2019. Prior to that, he was with Archer Investment Corporation for nine years. Stawick is also the owner of The Stawick CPA Group, a bookkeeping and accounting business serving small businesses in Indianapolis. Harvest Investment Services provides portfolio management, financial planning, and consulting to a diverse client base including individuals, retirement plans, trusts, and institutions. The firm employs an actively managed tactical strategy using fundamental, technical, and cyclical analysis, offering services through a multi-advisor team structure across several offices.

Raymond Kramer is a financial advisor at Monon Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments and Wells Fargo Advisors. Outside of his advisory role, he occasionally sells life insurance and fixed/indexed annuities. Monon Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $452 million in assets. The firm employs a long-term investment approach utilizing model portfolios based on risk tolerance and integrates fundamental, technical, and charting analysis.

Sarah Austin is a CFP® and holds a Series 65 license with nine years of industry experience. She has been with NorthWest Financial Services Inc in Indianapolis since 2016. Austin maintains an insurance license and dedicates time to evaluating and recommending insurance products for clients. NorthWest Financial Services primarily serves individual investors and offers financial planning along with discretionary portfolio management. The firm employs a two-tiered investment approach that balances near-term liquidity with longer-term mutual fund allocations, using an active, value-oriented philosophy.

Kathleen Tranovich is a CFP® professional with 10 years of industry experience. She has worked at Elser Financial Planning, Inc. since 2021 and previously spent a decade at Adam Smith Advisors. Between 2019 and 2021, she was a homemaker. Elser Financial Planning provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses, typically serving clients with portfolios of about $1 million or greater. The firm employs long-term strategies based on Modern Portfolio Theory and uses low-cost, no-load mutual funds and ETFs, operating on a fee-only basis without selling insurance products or accepting commissions.

Allison Gruesbeck is a CFP® and ChFC® with 11 years of experience in the financial services industry. She is currently with Elser Financial Planning, Inc. in Indianapolis, where she has worked since 2025. Her previous experience includes roles at Ameriprise, Northwestern Mutual, and Charles Schwab. Elser Financial Planning provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses, typically serving clients with portfolios of $1 million or more. The firm operates on a fee-only basis, using long-term, diversified investment strategies grounded in Modern Portfolio Theory and emphasizes client control through limited discretion and custodial safeguards.

Joseph Williamson is a financial advisor at Williamson Legacy Group, LLC in Carmel, IN, with 41 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Advisors LLC and Axxcess Wealth Management, LLC. Outside of advising, Williamson is involved in TSOAR Ministries, focusing on discipleship and ministry book sales. Williamson Legacy Group offers personalized financial planning and investment advisory services to individuals, families, trusts, estates, and qualified retirement plans. The firm uses a client-specific financial plan combined with fundamental and technical analysis to develop long-term portfolio strategies and manages roughly $183 million in discretionary assets for around 343 clients.

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.

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 at Strive Financial Group, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wellington Wealth Strategies, LLC and MassMutual Life Insurance Company. Freeman is also involved as an insurance agent affiliated with Strive Financial Group. Strive Financial Group, LLC is a registered investment adviser serving individual and high-net-worth clients, as well as qualified retirement plans. The firm offers discretionary asset management, financial planning, and ERISA retirement-plan services, utilizing a combination of quantitative and qualitative strategies across various investment approaches.

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, IN, holding a Series 65 credential and 11 years of industry experience. His prior experience includes roles at NovustERRA, Inc and Shoreline Asset Management LLC. Outside of his advisory work, he is involved in accounting for a technology company focused on producing graphene from carbon-based waste. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations, offering investment management, financial planning, retirement plan consulting, and employee financial wellness services. The firm’s investment approach centers on Modern Portfolio Theory and long-term asset allocation, utilizing mutual funds, ETFs, and DFA strategies with ongoing monitoring and rebalancing.

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.