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.

Julian Simmerman is a financial advisor at 1834 Investment Advisors Co. in Indianapolis, holding a Series 66 credential with five years of industry experience. His prior roles include positions at Mutual of America Life Insurance Company and J.P. Morgan Securities LLC. 1834 Investment Advisors provides investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients, employing customized portfolio strategies and discretionary management. The firm is a wholly owned subsidiary of Old National Bancorp and collaborates closely with Old National Bank, offering specialized services including private investment consulting and management of defined benefit plans.

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 with 24 years of industry experience. He has been with Wallington Asset Management since 2012 and previously worked at TIAA-CREF, City Securities Corporation, and Natcity Investments, Inc. He holds Series 63 and Series 65 licenses. Wallington Asset Management is a team-based, SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a multi-factor approach to equity selection and macroeconomic analysis for fixed income, offering tailored portfolio management and consulting services across various account sizes.

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.

John Glander is a financial advisor at Golden Reserve Retirement, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Enterprise, The Prudential Insurance Company of America, BMO Harris Bank, Northwestern Mutual, and Charles Schwab. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, employing a long-term, predominantly passive investment approach based on modern portfolio theory. The firm offers discretionary management, estate-planning, and tax-preparation services through affiliated entities, and maintains formal affiliations with a law firm and a tax affiliate as part of its advisory offering.

Eric Shetter is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Elser Financial Planning, Inc. in Indianapolis, Indiana. He has been with Elser Financial Planning since 2017. Prior to his advisory career, he worked for 16 years at MSD of Lawrence Township. Elser Financial Planning, Inc. is a fee-only advisory firm offering personalized financial planning and portfolio management to individuals, trusts, estates, charitable organizations, and small businesses. The firm uses a long-term, Modern Portfolio Theory-based investment approach with low-cost mutual funds and ETFs, managing over $1.13 billion in discretionary assets through a team of 13 advisors.

Justin Brammer is a financial advisor at Elevated Financial Group in Indianapolis, holding Series 63 and Series 65 designations with nine years of industry experience. His prior roles include positions at Jarred Bunch Consulting, LLC, Invst, Park Ave Securities LLC, and Horizon Planning Group. Outside of advisory work, he serves as an insurance agent and is the managing member of Brammer Financial, LLC, a bookkeeping entity for advisory compensation. Elevated Financial Group serves individual and high-net-worth households as well as retirement plan sponsors, offering discretionary portfolio management, financial planning, retirement-plan consulting, and coordination of private or alternative investments. The firm employs a diversified, technology-supported investment approach managed by a seven-advisor team overseeing regulatory assets above $500 million.

Ivy Emerick is a CFP® with 26 years of experience in financial advisory. She currently works at Harvest Investment Services, LLC and has previously been with Wealth Advisory Solutions, LLC and Comprehensive Financial Planning Services Corp. Harvest Investment Services, LLC manages approximately $534 million in client assets and serves a diverse client base including individuals, retirement plans, trusts, and corporations. The firm employs an actively managed tactical investment approach and offers a range of services such as portfolio management, financial planning, pension consulting, and held-away 401k management through a multi-advisor team structure.

Adriane Kulczar is a financial advisor at Market Street Wealth Management Advisors, LLC in Indianapolis, IN, holding Series 65 and Series 66 licenses with three years of industry experience. Her prior work includes roles at LPL Financial, CX Institutional, and PNC Bank. Market Street Wealth Management Advisors serves individual and institutional clients, including high-net-worth individuals, businesses, foundations, charitable organizations, and retirement plans. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing asset allocation mainly through mutual funds and ETFs, complemented by third-party sub-advisors and specialist strategies.

Michael Mc Neal is a CFP® professional affiliated with The Wellington Grp LLC in Indianapolis, IN, with 10 years of industry experience. He has worked at several firms including Cfd Investments, Inc., Creative Financial Designs, and Avantax Investment Services. Outside of advisory roles, he operates McNeal Wealth Management, LLC, providing independent insurance sales and tax preparation services. The Wellington Group serves individuals, high-net-worth clients, and small business entities, offering wealth planning, financial planning, and portfolio management through a team structure. The firm employs a blend of passive and active management strategies, with an emphasis on customized investment policy statements and continuous monitoring.

Joshua John is a financial advisor at LJI Wealth Management, LLC in Indianapolis, IN, with 14 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with LJI Wealth Management since 2009. 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 uses a mix of fundamental, quantitative, and technical analysis to tailor portfolios across equities, fixed income, and ETFs, offering both discretionary and non-discretionary account management.

James Lewis III is a financial advisor with National Wealth Management Group, LLC, holding Series 63, 65, and 66 licenses and over 31 years of industry experience. His prior roles include positions at Independent Financial Partners, LPL Financial, SBC Wealth Management, J.P. Morgan Securities, Chase Investment Services Corp., and Edward Jones. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm’s investment approach is long-term and tailored to client objectives, utilizing a range of strategies and investment vehicles delivered through multiple program platforms and account structures.

Natalia De Ugarte Munoz is a financial advisor at Woodley Farra in Indianapolis, IN, holding a Series 65 designation with two years of industry experience. Her prior roles include positions at Maromo Holdings LP and Stagewood Consortium. Woodley Farra offers discretionary and non-discretionary investment management services to a diverse client base, including individuals, pension plans, trusts, and institutions. The firm focuses on equity portfolios concentrated in larger-cap companies and employs a multi-faceted investment analysis with regular portfolio reviews and client reporting.

Edward Gill III is a financial advisor with Invst, LLC, holding a Series 66 credential and bringing 10 years of industry experience. Prior to joining Invst in 2024, he worked at Northwestern Mutual Wealth Management Company, Mark Wise, and Wells Fargo Advisors. Outside of finance, he owns and manages All Out Training, a basketball skill development business, and serves as a basketball analyst for Fox Sports. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs fundamental, technical, and cyclical analysis to build diversified portfolios and serves over 2,000 clients with more than $1.5 billion in assets under management.

Crystal Jacquay is a Series 65-licensed advisor at Avalon Wealth Advisory, Inc. with six years at the firm and a total of ten years in the financial industry. She previously worked at Oxford Financial Group for nine years before joining Avalon. Avalon Wealth Advisory provides personalized financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm focuses on a consultative approach, working with clients on asset allocation and manager selection while emphasizing traditional strategies and client-directed decisions.

William Gonzales is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with Omega Wealth Private Capital LLC and has previously worked at Foundations Investment Advisors, Gradient Advisors, Regal Investment Advisors, and Farrah Tax Group. Gonzales also owns Absolute Wealth Management, where he provides financial and insurance services. Omega Wealth Private Capital LLC offers discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm serves both high-net-worth and non-high-net-worth clients through model portfolios and managed accounts, employing a combination of fundamental and technical analysis alongside third-party sub-advisory model portfolios.

Hunter Bartholomew is a financial advisor at Monon Wealth Management in Indianapolis, IN, holding Series 65 and Series 66 licenses with two years of industry experience. His prior work includes roles at Monon Wealth Management and Kleenit Commercial Cleaning, as well as education at the College of the Holy Cross and Hamilton Southeastern High School. Monon Wealth Management is a mid-sized SEC-registered advisory team serving individuals, trusts, estates, businesses, and employer retirement plans. The firm provides comprehensive wealth management services combining investment management, financial planning, and retirement plan advisory, utilizing model portfolios with ETFs, mutual funds, stocks, and bonds in a generally long-term investment approach.

Susan Steel is a CFP® professional with 27 years of experience in the financial advisory industry. She has been with Deerfield Financial Advisors, Inc. in Indianapolis, IN since 1991. Deerfield Financial Advisors serves individuals, retirement plan sponsors, trusts, estates, and business entities with wealth management, discretionary investment management, financial planning, and retirement plan consulting. The firm utilizes model-based strategies overseen by an internal CIO cabinet and a modified passive, asset-class approach focusing on diversification, low-cost funds, and limited trading for tax efficiency.