Michael Macius is a CFP®-certified financial advisor at Charter Advisory Corporation with five years of industry experience. He has been with Charter Advisory and affiliated with LPL Financial since 2020. Prior to his advisory career, he spent several years in education at the high school and college levels. Charter Advisory Corporation provides investment advisory and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm blends fundamental and technical analysis with model- and manager-based solutions through LPL-sponsored programs and offers both discretionary and non-discretionary portfolio management along with plan-level ERISA fiduciary services.

Susan Elser is a CFP®-certified financial advisor with 21 years of industry experience. She has worked at Elser Financial Planning, Inc. since 2007 and previously spent two years at Charles A. Liles & Associates, Inc. She is based in Indianapolis, IN. 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 ongoing portfolio management, emphasizing long-term, Modern Portfolio Theory–based asset allocation using low-cost mutual funds and ETFs.

Balint Gal is an advisor at Dominion Portfolio Management, Inc. holding a Series 66 designation. He has less than one year of experience in the financial industry with prior roles in various companies including Beyond Finance and Dish Network. Dominion Portfolio Management, Inc. provides fee-based portfolio management services to individuals, high-net-worth clients, and businesses, offering discretionary and non-discretionary account management primarily through individual securities, ETFs, and mutual funds. The firm employs a combination of fundamental, technical, charting, and economic analysis to tailor investment advice according to clients’ goals, time horizons, and risk tolerance.

Jonathan Mccarty is a financial advisor at Elevated Financial Group with 10 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Elevated Financial Group in 2024, he worked for Invst from 2016 to 2024. Outside of his advisory role, he serves as a managing member of JPM Consulting, LLC, which handles bookkeeping for his compensation. Elevated Financial Group provides discretionary portfolio management, financial planning, retirement-plan advisory, and consulting services to individual and high-net-worth households as well as retirement plan sponsors. The firm employs a diversified investment approach combining fundamental, quantitative, and technical analysis supported by technology and formal service provider due diligence.

Nikki Wheeler is a financial advisor with Intrepid Financial Planning Group, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been affiliated with Intrepid Financial Planning since 1999 and the Morris Group since 2004. In addition to her advisory role, she is president and sole shareholder of Nikki Wheeler CPA, P.C., a CPA firm specializing in tax return preparation. Intrepid Financial Planning Group, LLC provides discretionary, fee-based investment management to a diverse client base including individuals, families, trusts, and pension plans. The firm employs a strategic asset allocation approach incorporating Modern Portfolio Theory principles, focusing on diversification, tax efficiency, and cost control, and offers customized portfolios managed on a discretionary basis.

Bryce Luedtke is a financial advisor at Wallington Asset Management with a Series 65 credential and one year of industry experience. Prior to joining Wallington, he held roles at Merchants Capital, U.S. Bank, VIA Credit Union, Indiana Wesleyan University, and Mississinewa High School. Wallington Asset Management is a team-based SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages over $1.3 billion in discretionary assets and employs a multi-factor framework for equity selection along with targeted fixed-income strategies, offering tailored portfolio management and financial planning services through both Asset Management and Capital Advisory programs.

M Warren is a Certified Financial Planner® with 25 years of industry experience, currently serving at Wealth Advisory Solutions, LLC. He has previously worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wealth Advisory Solutions, LLC provides financial planning, investment consulting, and asset management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a structured process that includes a detailed fact-finding session, written financial plans, and investment policy statements, implementing strategies through both discretionary and non-discretionary accounts with a blend of fundamental and technical analysis.

Ivan Hoffman is a CFP® and Series 65 credentialed financial advisor with 22 years of industry experience. He has been with FI3 Financial Advisors, LLC since 2013. Hoffman serves on the investment committee of the Lawrence Township School Foundation and is a member of the Joint Investment Board for the Central Indiana Community Foundation. FI3 Financial Advisors primarily serves high-net-worth individuals and multi-generational families as a multi-family office, offering comprehensive wealth planning, tax and estate coordination, pension consulting, and investment management. The firm combines active and passive portfolio management with integrated financial planning across a broad range of public and private asset classes, including proprietary private funds with carried-interest arrangements.

James Wenglikowski III is a CFP® certified financial advisor with three years of industry experience, currently serving at Elser Financial Planning, Inc. in Indianapolis, IN. He has been with Elser Financial Planning since 2021. Elser Financial Planning, Inc. is a fee-only advisory firm that provides personalized financial planning and portfolio management to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes long-term, Modern Portfolio Theory–based strategic asset allocation using low-cost mutual funds and ETFs, managing over $1.13 billion in discretionary assets with a team of 13 advisors.

William Wendling is a CFA® charterholder with 26 years of industry experience. He has been with Bedel Financial Consulting, Inc. since 1996. Bedel Financial Consulting provides customized portfolio management and financial planning to private individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm is a fee-only registered investment adviser that manages client accounts primarily on a discretionary basis and follows a fiduciary standard for retirement accounts.

Alexander Kiritschenko is a financial advisor at Storen Financial with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Brass Tax Wealth Management, LPL Financial, and OneAmerica Securities. Outside of finance, he owns and operates a graffiti removal business. Storen Legacy Partners, LLC provides portfolio management, retirement plan consulting, and financial planning services to institutional and pooled-investment clients. The firm employs both discretionary and non-discretionary investment management and integrates in-house oversight with third-party manager selection and monitoring.

James Nickens Jr. is a financial advisor with MSH Capital Advisors LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at firms such as Navian Capital Securities, Incsource, and Axio Financial. He is based in Fishers, Indiana. MSH Capital Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, trusts and estates, foundations, and government entities. The firm supports a network of independent advisors through discretionary and non-discretionary portfolio management, utilizing third-party technology and specialized sub-advisers to tailor strategies to client goals.

Matthew Yeiter is a CFP® with 15 years of industry experience and is a 65% owner and president of NorthWest Financial Services, Inc. He has worked at the firm since 2011 and holds an insurance license, which he uses to assist clients with insurance evaluations. NorthWest Financial Services is a team-based registered investment adviser serving mainly individual and high-net-worth clients, as well as trusts and estates. The firm employs a two-tiered investment approach combining conservative instruments for liquidity with an actively managed, value-oriented sleeve for long-term growth, managing a mid-hundreds-million-dollar discretionary asset base.

Daryl Arnett is a financial advisor with Dominion Portfolio Management, Inc. and holds a Series 66 designation, bringing 24 years of industry experience. He has worked with several firms including Dynasty Financial Group, LLC and IFS Advisory, LLC. Outside of his advisory role, he is a co-owner of Taist, Inc., where he serves primarily as a lender for the development of an application. Dominion Portfolio Management, Inc. provides fee-based portfolio management to individuals, high-net-worth clients, and businesses, using a combination of fundamental, technical, charting, and economic analysis with a focus on long-term trading and periodic rebalancing. The firm offers both discretionary and non-discretionary services with ongoing account monitoring and supports household account aggregation and third-party money managers.

Leonard Neisler is a financial advisor with The Wellington Group LLC in Indianapolis, holding a Series 63 designation and bringing 56 years of industry experience. His prior roles include positions at MML Investors Services, Inc., Massachusetts Mutual Life Insurance Company, and The Financial Group, Inc. Outside of advising, he serves as president of the Snow Drifters of Hamilton County and as secretary/treasurer of the American Council of Snowmobile Associations. The Wellington Group provides wealth and financial planning, consulting, and portfolio management to individuals, high-net-worth clients, and small businesses. The firm employs a team structure and combines passive and active management with client-specific investment policies, often utilizing third-party managers and alternative strategies.

Matthew Roop is a CFP® with 14 years of experience in financial advising. He has worked at Deerfield Financial Advisors, Inc. since 2015 and previously held positions at Catalyst Financial Consulting, LLC, Bedel Financial Consulting Inc, and Charles Schwab. He is based in Indianapolis, IN. Deerfield Financial Advisors serves individuals, retirement plan sponsors, trusts, estates, and business entities, providing wealth management, discretionary investment management, financial planning, and retirement plan consulting. The firm uses model-based investment strategies focused on diversification, low-cost funds, and tax efficiency, primarily implementing client accounts through the Schwab Advisor Services platform.

Ty Williams is a Series 65 licensed advisor with Curry Webb Wealth Management LLC in Indianapolis, IN, and has three years of industry experience. He has been with Webb Capital Management, LLC since 2022. Curry Webb Wealth Management provides customized financial planning and discretionary investment management primarily to individual investors and trusts. The firm emphasizes diversified asset allocation using mutual funds and ETFs, supported by regular Investment Committee reviews and integrated financial planning services.

Charles Skinner is a CFP® professional with 22 years of experience in the financial industry. He is currently with An Exceptional Life Financial, LLC, where he has worked since 2021. His prior experience includes roles at Watermark Wealth Management, LLC, Summit CPA Group, and his own firm, Skinner Financial Services. An Exceptional Life Financial serves individuals, families, high-net-worth clients, small businesses, and educational institutions, offering comprehensive financial planning, investment management, tax preparation, and employee benefit plan consulting. The firm constructs individualized investment plans using a mix of passive and active strategies and provides ongoing portfolio supervision.

Ross Gaddy is a financial advisor with Strive Financial Group, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Wellington Wealth Strategies and Mass Mutual Life Insurance Company. He also works as an insurance agent involved in fixed insurance sales. Strive Financial Group, LLC provides discretionary asset management, financial planning, and ERISA retirement-plan services to individual and high-net-worth clients. The firm employs both quantitative and qualitative analysis across a range of investment strategies and regularly monitors and rebalances client portfolios.

James Biggs is a financial advisor at Storen Financial with 14 years of industry experience. He holds the Series 65 and Series 63 licenses. His prior work includes positions at LPL Financial, Brass Tax Wealth Management, and INVEST Financial Corporation. Storen Legacy Partners, LLC is a multi-advisor registered investment adviser managing approximately $438 million for a diverse client base including individuals, trusts, estates, retirement plans, and corporate entities. The firm combines fundamental and technical analysis with modern portfolio theory, employing active monitoring and a variety of investment strategies such as ETFs, mutual funds, alternatives, direct indexing, and digital assets.