Raymond Kramer is a financial advisor at Monon Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments and Wells Fargo Advisors. Outside of his advisory role, he occasionally sells life insurance and fixed/indexed annuities. Monon Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $452 million in assets. The firm employs a long-term investment approach utilizing model portfolios based on risk tolerance and integrates fundamental, technical, and charting analysis.

Sarah Austin is a CFP® and holds a Series 65 license with nine years of industry experience. She has been with NorthWest Financial Services Inc in Indianapolis since 2016. Austin maintains an insurance license and dedicates time to evaluating and recommending insurance products for clients. NorthWest Financial Services primarily serves individual investors and offers financial planning along with discretionary portfolio management. The firm employs a two-tiered investment approach that balances near-term liquidity with longer-term mutual fund allocations, using an active, value-oriented philosophy.

Kathleen Tranovich is a CFP® professional with 10 years of industry experience. She has worked at Elser Financial Planning, Inc. since 2021 and previously spent a decade at Adam Smith Advisors. Between 2019 and 2021, she was a homemaker. Elser Financial Planning provides 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 greater. The firm employs long-term strategies based on Modern Portfolio Theory and uses low-cost, no-load mutual funds and ETFs, operating on a fee-only basis without selling insurance products or accepting commissions.

Allison Gruesbeck is a CFP® and ChFC® with 11 years of experience in the financial services industry. She is currently with Elser Financial Planning, Inc. in Indianapolis, where she has worked since 2025. Her previous experience includes roles at Ameriprise, Northwestern Mutual, and Charles Schwab. Elser Financial Planning provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses, typically serving clients with portfolios of $1 million or more. The firm operates on a fee-only basis, using long-term, diversified investment strategies grounded in Modern Portfolio Theory and emphasizes client control through limited discretion and custodial safeguards.

Joseph Williamson is a financial advisor at Williamson Legacy Group, LLC in Carmel, IN, with 41 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Advisors LLC and Axxcess Wealth Management, LLC. Outside of advising, Williamson is involved in TSOAR Ministries, focusing on discipleship and ministry book sales. Williamson Legacy Group offers personalized financial planning and investment advisory services to individuals, families, trusts, estates, and qualified retirement plans. The firm uses a client-specific financial plan combined with fundamental and technical analysis to develop long-term portfolio strategies and manages roughly $183 million in discretionary assets for around 343 clients.

Brogan Baxter is a Series 65-licensed financial advisor with 21 years of industry experience. He has been with Four Quadrant Wealth Advisors, Inc. in Indianapolis, IN, since 2004. Four Quadrant Wealth Advisors serves individual and high-net-worth clients, as well as professional partnerships, corporations, and medical and dental practices. The firm provides personalized financial planning and discretionary portfolio management, employing a range of analytical methods and a diverse selection of investment instruments tailored to each client's objectives and risk tolerance.

Gregory Freeman is a financial advisor at Strive Financial Group, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wellington Wealth Strategies, LLC and MassMutual Life Insurance Company. Freeman is also involved as an insurance agent affiliated with Strive Financial Group. Strive Financial Group, LLC is a registered investment adviser serving individual and high-net-worth clients, as well as qualified retirement plans. The firm offers discretionary asset management, financial planning, and ERISA retirement-plan services, utilizing a combination of quantitative and qualitative strategies across various investment approaches.

Tanner Coulter is a financial advisor with LJI Wealth Management, LLC in Indianapolis, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at The Prudential Insurance Company of America and its affiliated entities from 2015 to 2020. Outside of advisory work, he acts as an insurance agent specializing in livestock insurance and general insurance sales. LJI Wealth Management offers wealth management, investment management, comprehensive financial planning, and retirement plan consulting to individuals, high-net-worth clients, charities, corporations, and pension/profit-sharing plans. The firm’s approach incorporates fundamental, quantitative, and technical analysis, utilizing a range of investment vehicles and strategies tailored to client objectives and risk tolerance.

Joshua Brumbaugh is a financial advisor with Parkwoods Wealth Partners, LLC in Carmel, Indiana. He holds a Series 65 credential and has 11 years of industry experience. In addition to his advisory role, he is an accountant for a technology company focused on graphene development and co-owns a business services firm. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations, providing investment management, retirement plan consulting, and financial planning. The firm employs a long-term, Modern Portfolio Theory-based investment approach emphasizing diversified allocations primarily through mutual funds, ETFs, and fixed-income ladders.

Jo Ann Hendryx is a financial advisor with Intrepid Financial Planning Group, LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Intrepid Financial Planning since 1999 and maintains ongoing business activities as a CPA and attorney, providing tax and estate planning services through DeFelice Engineering Inc. Intrepid Financial Planning Group, LLC offers discretionary, fee-based investment management to a diverse client base including individuals, families, trusts, and pension plans, managing approximately $355 million in client assets. The firm employs a strategic asset allocation approach incorporating Modern Portfolio Theory principles, emphasizing diversification, tax efficiency, and cost control, while providing customized portfolios and maintaining formal affiliations with tax and accounting professionals.

Madeline Speckman is a CFP® and holds a Series 66 license with seven years of industry experience. She currently serves as an advisor at Meridian Investment Advisors, Inc., having joined the firm in 2026. Prior to Meridian, she worked at Sanctuary Advisors, LLC and Sanctuary Securities, Inc., as well as Merrill and Walker Information. Outside of her advisory role, Speckman serves as Secretary on the board of the Kappa Alpha Theta Facility Corporation in Indianapolis. Meridian Investment Advisors provides comprehensive asset management and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs a modern portfolio theory-based approach that integrates asset allocation, portfolio structure, and specialist management, while also offering in-house tax and accounting services alongside pension consulting.

Luke Drye is a financial advisor at LJI Wealth Management, LLC in Indianapolis, holding a Series 65 designation with four years of industry experience. His prior work includes roles at DFAS Indianapolis and ESG Security/CSC. LJI Wealth Management serves individuals, high-net-worth clients, charities, corporations, and pension/profit-sharing plans, managing approximately $1.37 billion in assets. The firm offers wealth management, financial planning, and retirement consulting using a range of investment strategies tailored to client objectives and risk tolerance.

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.

William Chrisman is a financial advisor at Four Quadrant Wealth Advisors, Inc. in Carmel, IN, holding a Series 65 designation with five years of industry experience. His prior roles include positions at Worldwide Auctioneers, Miller Private Wealth, Personal Wealth Partners, and Credent Wealth Management. Before entering financial advisory, he worked at the University of Saint Francis for four years. Four Quadrant Wealth Advisors is an eight-advisor team managing approximately $219 million in discretionary assets for individuals, professional partnerships, and business entities. The firm employs a tailored investment approach incorporating fundamental and technical analysis, options strategies, and limited digital asset advice, with continuous portfolio monitoring and discretionary management.

Davis Warner is a financial advisor at Elser Financial Planning, Inc. in Indianapolis, IN. He holds a Series 65 credential and has one year of industry experience. Prior to joining Elser Financial Planning, he held various roles including positions at Eagle Point Golf Course and Indiana Property Management Group. Elser Financial Planning provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm follows a fee-only model, employs long-term strategies based on Modern Portfolio Theory, and emphasizes client control with limited discretion in account management.