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 experience in financial advising. He has been with Elser Financial Planning, Inc. since 2017. Prior to his advisory career, he worked for the MSD of Lawrence Township for 16 years. Elser Financial Planning, Inc. provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses, typically serving clients with portfolios of about $1 million or greater. 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 a focus on diversification and tax-efficient rebalancing.

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.

Adriane Kulczar is a financial advisor with Market Street Wealth Management Advisors, LLC in Indianapolis, IN. She holds Series 65 and Series 66 licenses and has three years of industry experience. Prior to joining Market Street, she worked at LPL Financial and CX Institutional, and spent over a decade at PNC Bank. Market Street Wealth Management Advisors serves individual and institutional clients, including high-net-worth households, retirement plans, foundations, and charitable organizations. The firm provides customized portfolio construction and ongoing asset-allocation oversight, utilizing mutual funds, ETFs, and other investment strategies across multiple service lines.

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.

Natalia De Ugarte Munoz is a Series 65 licensed advisor at Woodley Farra with one year of industry experience. She has worked at Woodley Farra Manion since 2024 and previously held positions at Maromo Holdings LP, Stagewood Consortium, C&M Auditors and Administrators, and Samford University. Woodley Farra provides discretionary and non-discretionary investment management to a diverse client base, including high net worth individuals, institutional clients, and charitable organizations. The firm focuses on equity portfolios of larger-capitalization companies and offers distinct strategies such as the Core Value Portfolio and Dividend Portfolio, employing a four-pronged investment analysis approach.

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.

Hunter Bartholomew is a financial advisor at Monon Wealth Management in Carmel, IN, holding Series 65 and Series 66 credentials with two years of industry experience. Prior to joining Monon Wealth Management in 2021, he worked at Kleenit Commercial Cleaning and has a background including education at the College of the Holy Cross and Hamilton Southeastern High School. Monon Wealth Management is an SEC-registered advisory firm that provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm uses a combination of fundamental, technical, and charting analysis to manage portfolios with a generally long-term focus, offering both discretionary and non-discretionary portfolio management.

Susan Steel is a CFP® professional with 26 years of experience in the financial advisory industry. She has been with Deerfield Financial Advisors, Inc. since 1991. Deerfield provides wealth management, investment management, financial planning, and retirement-plan services to individuals, plan sponsors, trusts, and other private clients. The firm manages approximately $958.7 million in client assets and employs a modified passive investment approach focused on diversified, asset-class portfolios using low-cost funds and periodic rebalancing.

Nicole Yankauskas is a CFP® professional with 12 years of industry experience, currently serving at Avalon Wealth Advisory, Inc. since 2011. She is part of a six-advisor team based in Indianapolis, IN. Avalon Wealth Advisory, Inc. provides personalized financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans, focusing primarily on high-net-worth clients. The firm uses a consultative approach that emphasizes traditional strategies and third-party manager selection, with a fee-only, negotiated annual fee structure.

Molly O'Shea is a financial advisor at NorthWest Financial Services Inc with four years of industry experience. She holds a Series 65 designation and previously worked for Two Five Apparel from 2014 to 2021. She also holds an insurance license obtained in 2022 and spends time evaluating and recommending insurance products for clients. NorthWest Financial Services is a team-based registered investment adviser serving individual and high-net-worth clients, as well as trusts and estates. The firm offers comprehensive financial planning and discretionary portfolio management, using a two-tiered investment approach that balances liquidity and long-term value-oriented strategies.

Shane Fagan is a financial advisor at Reify Wealth Advisors, Inc. in Indianapolis, IN, with eight years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at American Funds, Charles Schwab & Co., Inc., and other financial firms. Reify Wealth Advisors serves individual and high-net-worth clients as well as trusts, estates, and business entities, focusing on long-term buy-and-hold investment strategies with annual rebalancing and non-discretionary portfolio management. The firm also offers modular financial planning, administrative support, and tax preparation services through an affiliated tax advisory entity.

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.

Shaun Irwin is a CFP® professional with 20 years of experience in the financial industry. He has worked at Forum Private Client Group since 2018 and previously was with JP Morgan Private Bank for three years. He serves as Secretary and Finance Committee member for the Fishers Youth Initiative and is Secretary on the Board of the Financial Planning Association of Greater Indiana. Forum Private Client Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts, combining customized financial planning with portfolio construction across a range of investment vehicles and third-party managers.

Emily Pyle is a Series 65-registered advisor with Woodley Farra in Indianapolis, IN, where she has worked for eight years. She is part of an 11-advisor team at the firm. Outside of her advisory role, Pyle is involved in property-related businesses as an owner and co-owner of two real estate companies. Woodley Farra provides discretionary and non-discretionary investment management services to individuals—including high net worth clients—as well as pension plans, trusts, charitable organizations, and institutional mandates. The firm focuses on equity portfolios of larger-capitalization companies combined with fixed income and preferred securities, using a four-pronged analysis approach to guide investment decisions.

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 in Indianapolis, Indiana, with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Harvest since 2019 and previously at Archer Investment Corporation from 2010 to 2019. In addition to his advisory role, he owns The Stawick CPA Group, a bookkeeping and accounting business serving small businesses. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions. The firm offers discretionary portfolio management, financial planning, and consulting, employing active tactical strategies and a combination of fundamental, technical, and quantitative analyses.