Mark Olsen is a CFP® with eight years of experience and is affiliated with Teeple Snyder Newsome Wealth & Tax Management in Brownsburg, IN. He has worked at multiple firms including HD Vest and Lehman's Terms, and currently operates Olsen Enterprises LLC, which provides financial statement compilation and review engagements along with tax and accounting services. Teeple Snyder Newsome Wealth & Tax Management serves individuals, pension and profit-sharing plans, and business clients with asset management, financial planning, ERISA plan advisory, and tax preparation services. The firm’s investment approach emphasizes diversified, multi-asset portfolios with strategic allocation and regular rebalancing, complemented by an affiliated accounting practice and a Schwab Institutional Intelligent Portfolios “Liftoff” program for select clients.

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.

Michael Macius is a CFP® professional with five years of experience in the financial services industry. He has been with Charter Advisory Corporation and LPL Financial, LLC since 2020. Prior to that, he spent time at Michigan State University and worked in education for a decade. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $333 million in client assets and integrates fundamental and technical analysis with model- and manager-based solutions through LPL-sponsored programs.

Scott Riethman is a financial advisor at LJI Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Nationwide Investment Services Corporation for 13 years. Since 2024, he has also been a partner in JHR Pensions, LLC, a non-investment-related business. LJI Wealth Management serves individuals, charitable organizations, corporations, and retirement plans by providing wealth management, financial planning, and retirement plan consulting. The firm employs tailored investment strategies using fundamental, quantitative, and technical analysis across diversified portfolios.

Susan Elser is a CFP® professional with 20 years of experience in the financial advisory industry. She has been with Elser Financial Planning, Inc. since 2007. The firm provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses, typically serving clients with portfolios of $1 million or more. Elser Financial Planning operates on a fee-only basis, employing long-term strategies based on Modern Portfolio Theory and using low-cost, no-load mutual funds and ETFs.

Balint Gal is an advisor at Dominion Portfolio Management, Inc. holding a Series 66 designation. He has less than one year of experience in the financial industry with prior roles in various companies including Beyond Finance and Dish Network. Dominion Portfolio Management, Inc. provides fee-based portfolio management services to individuals, high-net-worth clients, and businesses, offering discretionary and non-discretionary account management primarily through individual securities, ETFs, and mutual funds. The firm employs a combination of fundamental, technical, charting, and economic analysis to tailor investment advice according to clients’ goals, time horizons, and risk tolerance.

Jonathan Mccarty is a financial advisor at Elevated Financial Group with 10 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Elevated Financial Group in 2024, he worked for Invst from 2016 to 2024. Outside of his advisory role, he serves as a managing member of JPM Consulting, LLC, which handles bookkeeping for his compensation. Elevated Financial Group provides discretionary portfolio management, financial planning, retirement-plan advisory, and consulting services to individual and high-net-worth households as well as retirement plan sponsors. The firm employs a diversified investment approach combining fundamental, quantitative, and technical analysis supported by technology and formal service provider due diligence.

Nikki Wheeler is a financial advisor with Intrepid Financial Planning Group, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been affiliated with Intrepid Financial Planning since 1999 and the Morris Group since 2004. In addition to her advisory role, she is president and sole shareholder of Nikki Wheeler CPA, P.C., a CPA firm specializing in tax return preparation. Intrepid Financial Planning Group, LLC provides discretionary, fee-based investment management to a diverse client base including individuals, families, trusts, and pension plans. The firm employs a strategic asset allocation approach incorporating Modern Portfolio Theory principles, focusing on diversification, tax efficiency, and cost control, and offers customized portfolios managed on a discretionary basis.

Bryce Luedtke is a financial advisor at Wallington Asset Management in Indianapolis, IN, holding a Series 65 designation. He has worked in the financial services industry since 2021, with prior roles at U.S. Bank, Merchants Capital, and VIA Credit Union. Wallington Asset Management provides advisory services to both individual and institutional clients, including high-net-worth individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a multi-faceted investment approach combining fundamental, cyclical, and technical analysis, managing portfolios through both individual securities and pooled products with a focus on risk management.

M Warren is a Certified Financial Planner® with 25 years of industry experience, currently serving at Wealth Advisory Solutions, LLC. He has previously worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wealth Advisory Solutions, LLC provides financial planning, investment consulting, and asset management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a structured process that includes a detailed fact-finding session, written financial plans, and investment policy statements, implementing strategies through both discretionary and non-discretionary accounts with a blend of fundamental and technical analysis.

Ivan Hoffman is a CFP® and Series 65 credentialed financial advisor with 22 years of industry experience. He has been with FI3 Financial Advisors, LLC since 2013. Hoffman serves on the investment committee of the Lawrence Township School Foundation and is a member of the Joint Investment Board for the Central Indiana Community Foundation. FI3 Financial Advisors primarily serves high-net-worth individuals and multi-generational families as a multi-family office, offering comprehensive wealth planning, tax and estate coordination, pension consulting, and investment management. The firm combines active and passive portfolio management with integrated financial planning across a broad range of public and private asset classes, including proprietary private funds with carried-interest arrangements.

James Wenglikowski III is a CFP® professional with two years of industry experience, currently serving at Elser Financial Planning, Inc. in Indianapolis, Indiana. He has been with Elser Financial Planning since 2021. Elser Financial Planning provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses, typically working with clients who have portfolios of about $1 million or greater. The firm operates on a fee-only basis, structures advice around written Investment Policy Statements, and employs long-term strategies grounded in Modern Portfolio Theory using low-cost mutual funds and ETFs.

Daniel Lucas is a financial advisor with LJI Wealth Management, LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses and has 12 years of industry experience. He has been with LJI Wealth Management since 2014. 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 employs a range of investment strategies tailored to client objectives and risk tolerance and manages approximately $1.37 billion in client assets through a team of 13 advisors.

William Wendling is a CFA® charterholder with 26 years of industry experience. He has been with Bedel Financial Consulting, Inc. since 1996. Bedel Financial Consulting provides customized portfolio management and financial planning to private individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm is a fee-only registered investment adviser that manages client accounts primarily on a discretionary basis and follows a fiduciary standard for retirement accounts.

Alexander Kiritschenko is a financial advisor at Storen Financial with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Brass Tax Wealth Management, LPL Financial, and OneAmerica Securities. Outside of finance, he owns and operates a graffiti removal business. Storen Legacy Partners, LLC provides portfolio management, retirement plan consulting, and financial planning services to institutional and pooled-investment clients. The firm employs both discretionary and non-discretionary investment management and integrates in-house oversight with third-party manager selection and monitoring.

Robert Fredrikson is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Generational Wealth Management and previously worked for Creative Financial Designs, Inc. and Cfd Investments, Inc. He also operates Fredrikson Financial and is involved in independent insurance sales on a limited basis. Generational Wealth Management is a team-based registered investment adviser serving individuals and high-net-worth households with discretionary portfolio management, financial planning, and additional services such as tax preparation and family-office bill pay. The firm utilizes a combination of active and passive strategies within customized asset-allocation models and manages client accounts through established custodians.

James Nickens Jr. is a financial advisor at MSH Capital Advisors LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Swan Financial Group, M. S. Howells & Co., and Navian Capital Securities. MSH Capital Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm offers portfolio management, retirement plan consulting, securities-based lending, and tailored financial planning through a network of independent Investment Advisor Representatives.

David Stitt is a financial advisor at Curry Webb Wealth Management LLC in Indianapolis, IN, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Ameriprise Financial Services, Fifth Third Securities, Guardian Life Insurance Company, and Angie's List. Curry Webb Wealth Management provides customized financial planning and discretionary investment management primarily to individual investors and trusts. The firm emphasizes diversified asset allocation using mutual funds and ETFs, with financial planning integrated into advisory services and oversight by a biweekly Investment Committee.

Matthew Yeiter is a CFP® with 15 years of industry experience and is a 65% owner and president of NorthWest Financial Services, Inc. He has worked at the firm since 2011 and holds an insurance license, which he uses to assist clients with insurance evaluations. NorthWest Financial Services is a team-based registered investment adviser serving mainly individual and high-net-worth clients, as well as trusts and estates. The firm employs a two-tiered investment approach combining conservative instruments for liquidity with an actively managed, value-oriented sleeve for long-term growth, managing a mid-hundreds-million-dollar discretionary asset base.

Daryl Arnett is a financial advisor with Dominion Portfolio Management, Inc. and holds a Series 66 designation, bringing 24 years of industry experience. He has worked with several firms including Dynasty Financial Group, LLC and IFS Advisory, LLC. Outside of his advisory role, he is a co-owner of Taist, Inc., where he serves primarily as a lender for the development of an application. Dominion Portfolio Management, Inc. provides fee-based portfolio management to individuals, high-net-worth clients, and businesses, using a combination of fundamental, technical, charting, and economic analysis with a focus on long-term trading and periodic rebalancing. The firm offers both discretionary and non-discretionary services with ongoing account monitoring and supports household account aggregation and third-party money managers.