Kyle Mc Cune is a CFP®-certified financial advisor with four years of industry experience, currently with Reify Wealth Advisors, Inc. in Indianapolis, IN. His prior roles include positions at Worley Erhart-Graves Financial Advisors, Inc. and Bridge Financial Strategies, LLC. Reify Wealth Advisors provides investment management, financial planning, tax preparation, and administrative support services to individuals, high-net-worth clients, trusts, estates, and corporate entities. The firm employs a buy-and-hold investment approach with annual rebalancing and operates primarily on a non-discretionary basis, requiring client approval for portfolio changes.

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.

Bryan Mitchell is a financial advisor at Horter Investment Management, LLC with six years of industry experience and a Series 65 credential. He has worked with TEK Systems and serves as CEO and advisor at WLEM Financial Advisors, where he provides financial education and planning. Mitchell is also an associate financial advisor at Stephen D. Dissette and Associates and works as a Senior IT Program Manager managing business process improvement projects. Horter Investment Management offers investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as retirement plans, trusts, and institutional clients. The firm uses an Investment Committee-driven multi-manager approach, providing portfolio management, proprietary blended models, and access to alternative investments.

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.

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.

Jeffrey Hutson is a financial advisor at Monument Advisers in Carmel, IN, holding a Series 65 designation. He has 20 years of combined experience, including 15 years with the Indiana Public Retirement System and 5 years with Relational Gravity. Monument Advisers is a fee-only investment adviser serving individuals, charitable organizations, pooled investment vehicles, and businesses with portfolio management and financial planning services. The firm employs a mix of passive and active strategies informed by modern portfolio theory and macroeconomic analysis, and offers socially conscious and Biblically Responsible Investing options.

Michael Kelley is a financial advisor at Charter Advisory Corporation with 44 years of industry experience. He holds a Series 63 designation and has been with Charter Advisory Corporation since 1988, concurrently maintaining a role at LPL Financial since 2009. In addition to his advisory work, he is president of an insurance agency and holds certifications as a Certified Public Accountant and Notary Public. Charter Advisory Corporation provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $366 million in client assets and serves retail and high-net-worth clients through a multi-advisor team, employing fundamental and technical analysis, portfolio rebalancing, and a combination of direct management and third-party portfolio managers.

Joshua Peters is a financial advisor at Invst, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Boston Mountain Money Management, Cephas Fiduciary Investments, and Cloud Capital LLC. Invst, LLC provides financial planning, consulting, investment management, and retirement plan consulting services to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets through a team of 33 advisors, utilizing fundamental, technical, and cyclical analysis to construct diversified portfolios and employing model portfolios and third-party strategists where appropriate.

Demi Wendel is a financial advisor at An Exceptional Life Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining An Exceptional Life Financial, Wendel held roles at Cetera ADVISORS LLC and Artistic Strategies. Outside of finance, Wendel has worked in the education and hospitality sectors. An Exceptional Life Financial serves individuals, families, high-net-worth clients, small businesses, and educational institutions with comprehensive financial planning, investment management, tax preparation, and employee benefit plan consulting. The firm uses a combination of passive and active strategies to create personalized investment plans and provides ongoing portfolio supervision, including advice on held-away accounts.

Michael Lantz is a CFP® professional with three years of industry experience, currently serving at Blend Wealth. He previously worked at Money Concepts Capital Corp and 3Rivers Federal Credit Union. In addition to his advisory role, he develops apps outside of the securities business. Blend Wealth serves individual and family clients, including high-net-worth and business-owner households, as well as employer-sponsored retirement plans. The firm employs a passive, Modern Portfolio Theory–based approach using diversified portfolios of index mutual funds and ETFs, managing accounts on a discretionary basis tailored to clients’ specific goals and circumstances.

Abigayle Presley is a CFP® professional with nine years of experience in financial advising. She has worked at Bedel Financial Consulting, Inc. since 2014. Bedel Financial Consulting provides customized portfolio management and financial planning services to individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm employs a range of investment strategies including fundamental, technical, and quantitative analysis, and manages client accounts on a discretionary basis under a fiduciary standard.

Jonathan Wendall is a financial advisor with FORUM Private Client Group holding a Series 65 designation and one year of industry experience. His prior work includes roles at FORUM Solutions Group, Forum Credit Union, Walgreens, Indiana Mentor, Lafayette Family YMCA, and Tippecanoe School Corporation. FORUM Private Client Group offers wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts. The firm combines customized financial planning with diverse portfolio construction strategies, employing mutual funds, ETFs, individual securities, and third-party sub-advisers.

Johnelle Smith is a financial advisor at Wealth Advisory Solutions, LLC with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Citigroup Global Markets, and UBS Financial Services. Outside of her advisory role, she is a co-owner of Sandj's Toys LLC, a business that buys and sells historic cars. Wealth Advisory Solutions, LLC provides financial planning, investment consulting, and asset management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a strategic and tactical asset allocation approach, combining fundamental and technical analysis, and manages both discretionary and non-discretionary accounts.

Mychal Eagleson is a CFP® professional with 13 years of industry experience, currently serving as an advisor at An Exceptional Life Financial, LLC since 2017. His prior roles include positions at BKD Wealth Advisors, Schwab Wealth Advisory, and his own Eagleson Financial Planning. In addition to his advisory work, he teaches courses for the CERTIFIED FINANCIAL PLANNER® education program through Dalton Education. An Exceptional Life Financial is a small advisory team that serves individuals, families, high-net-worth clients, small businesses, and educational institutions. The firm provides comprehensive financial planning, investment management, tax preparation, and employee benefit plan consulting, using a combination of passive and active strategies with ongoing portfolio supervision.

Zachary Melloh is a financial advisor at LJI Wealth Management, LLC in Indianapolis, IN, holding a Series 65 designation with two years of industry experience. He previously worked at Valeo Financial Advisors LLC for one year and has been with LJI Wealth Management since 2023. LJI Wealth Management serves individuals, charitable organizations, corporations, and retirement plans by providing wealth management that integrates investment management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies tailored to client objectives, using fundamental, quantitative, and technical analysis.