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.

Trae Hassebroek is a financial advisor at Howard Bailey Securities, LLC with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Howard Bailey Securities, he held roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory work, he is involved with the Impact Soccer Club. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, estates, qualified retirement plans, and various organizations. The firm combines fundamental and technical analysis with Modern Portfolio Theory to manage portfolios, provides access to third-party money managers and digital estate-planning tools, and offers insurance products through an affiliated business.

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.

Nathaniel White is a financial advisor with Invst, LLC, holding a Series 65 designation and one year of industry experience. He previously worked at Spectrum Wealth Management, Oxford Financial Group, and Stifel. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm uses a combination of fundamental, technical, and cyclical analysis to build diversified portfolios and manages approximately $1.565 billion in assets for over 2,100 clients.

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 with Reify Wealth Advisors, Inc. in Indianapolis, IN, holding Series 66 and Series 63 credentials and having eight years of industry experience. His prior experience includes roles at American Funds, Charles Schwab & Co., Inc., and Conrad Santiago and Associates of Ameriprise Financial. Reify Wealth Advisors serves individual and high-net-worth clients as well as trusts, estates, and business entities, offering investment management, modular financial planning, administrative support, and tax preparation services. The firm follows a long-term buy-and-hold investment approach with primarily non-discretionary management, requiring client approval before implementing portfolio changes.

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.