James Wenglikowski III is a CFP® certified financial advisor with three years of industry experience, currently serving at Elser Financial Planning, Inc. in Indianapolis, IN. He has been with Elser Financial Planning since 2021. Elser Financial Planning, Inc. is a fee-only advisory firm that provides personalized financial planning and portfolio management to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes long-term, Modern Portfolio Theory–based strategic asset allocation using low-cost mutual funds and ETFs, managing over $1.13 billion in discretionary assets with a team of 13 advisors.

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 with MSH Capital Advisors LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at firms such as Navian Capital Securities, Incsource, and Axio Financial. He is based in Fishers, Indiana. MSH Capital Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, trusts and estates, foundations, and government entities. The firm supports a network of independent advisors through discretionary and non-discretionary portfolio management, utilizing third-party technology and specialized sub-advisers to tailor strategies to client goals.

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.

Leonard Neisler is a financial advisor with The Wellington Group LLC in Indianapolis, holding a Series 63 designation and bringing 56 years of industry experience. His prior roles include positions at MML Investors Services, Inc., Massachusetts Mutual Life Insurance Company, and The Financial Group, Inc. Outside of advising, he serves as president of the Snow Drifters of Hamilton County and as secretary/treasurer of the American Council of Snowmobile Associations. The Wellington Group provides wealth and financial planning, consulting, and portfolio management to individuals, high-net-worth clients, and small businesses. The firm employs a team structure and combines passive and active management with client-specific investment policies, often utilizing third-party managers and alternative strategies.

Matthew Roop is a CFP® with 14 years of experience in financial advising. He has worked at Deerfield Financial Advisors, Inc. since 2015 and previously held positions at Catalyst Financial Consulting, LLC, Bedel Financial Consulting Inc, and Charles Schwab. He is based in Indianapolis, IN. Deerfield Financial Advisors serves individuals, retirement plan sponsors, trusts, estates, and business entities, providing wealth management, discretionary investment management, financial planning, and retirement plan consulting. The firm uses model-based investment strategies focused on diversification, low-cost funds, and tax efficiency, primarily implementing client accounts through the Schwab Advisor Services platform.

Ty Williams is a Series 65 licensed advisor with Curry Webb Wealth Management LLC in Indianapolis, IN, and has three years of industry experience. He has been with Webb Capital Management, LLC since 2022. 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, supported by regular Investment Committee reviews and integrated financial planning services.

Charles Skinner is a CFP® professional with 22 years of experience in the financial industry. He is currently with An Exceptional Life Financial, LLC, where he has worked since 2021. His prior experience includes roles at Watermark Wealth Management, LLC, Summit CPA Group, and his own firm, Skinner Financial Services. An Exceptional Life Financial serves individuals, families, high-net-worth clients, small businesses, and educational institutions, offering comprehensive financial planning, investment management, tax preparation, and employee benefit plan consulting. The firm constructs individualized investment plans using a mix of passive and active strategies and provides ongoing portfolio supervision.

Ross Gaddy is a financial advisor with Strive Financial Group, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Wellington Wealth Strategies and Mass Mutual Life Insurance Company. He also works as an insurance agent involved in fixed insurance sales. Strive Financial Group, LLC provides discretionary asset management, financial planning, and ERISA retirement-plan services to individual and high-net-worth clients. The firm employs both quantitative and qualitative analysis across a range of investment strategies and regularly monitors and rebalances client portfolios.

James Biggs is a financial advisor at Storen Financial with 14 years of industry experience. He holds the Series 65 and Series 63 licenses. His prior work includes positions at LPL Financial, Brass Tax Wealth Management, and INVEST Financial Corporation. Storen Legacy Partners, LLC is a multi-advisor registered investment adviser managing approximately $438 million for a diverse client base including individuals, trusts, estates, retirement plans, and corporate entities. The firm combines fundamental and technical analysis with modern portfolio theory, employing active monitoring and a variety of investment strategies such as ETFs, mutual funds, alternatives, direct indexing, and digital assets.

David Cropper is a financial advisor at Intrepid Financial Planning Group, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Intrepid since 2002. Cropper is also a partner at Brinkerhoff, Cropper & Associates, P.C., a CPA firm. Intrepid Financial Planning Group provides discretionary investment management to individuals, families, business entities, trusts, pension and profit-sharing plans, and charitable trusts. The firm employs a Modern Portfolio Theory-based investment approach, offering customized portfolios and advisory services that emphasize strategic asset allocation, diversification, and tax-conscious construction.

Eric Harley is a financial advisor at Sowell Management with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Purshe Kaplan Sterling Investments, Inc., International Assets Advisory, LLC, and CONCERT Wealth Management, Inc. Outside of his advisory role, he serves on the board of directors for the Morse Waterways Association, a nonprofit focused on the water quality of Morse Lake. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs through discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers a range of solutions including model portfolios, sub-advisory relationships, third-party manager selection, and unified managed accounts.

Sara Murans is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, with eight years of industry experience. She holds the Series 63 and Series 65 licenses and has been with Thurston Springer Financial since 2017. Outside of her advisory work, she is a 50% partner in RCR Development 238, LLC. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, employing a range of investment strategies from buy-and-hold to more active tactical models.

Kevin Cassidy is a financial advisor at Larson Financial Group, LLC in Indianapolis, IN, with 16 years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at Charles Schwab for nine years before joining Larson Financial Group in 2025. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to a diverse client base including individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a mix of model portfolios and custom discretionary programs using strategic and tactical approaches, and offers specialized pension consulting services.

Johnson Dolson is a CFA® charterholder affiliated with Sapient Capital LLC in Indianapolis, IN. He has one year of experience as a financial advisor and previously worked at Andersen Tax LLC and Stifel. Johnson also spent four years at Indiana University Bloomington. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm uses a primarily long-term investment approach combining fundamental and technical analysis to construct diversified portfolios across various asset classes.

Charles Davis II is a CFP® and Series 65 credentialed advisor with 18 years of industry experience. He has been with Oxford Financial Group, Ltd since 2007. Mr. Davis serves on the Board of Directors and is Vice Chair Emeritus of AAA Hoosier Motor Club, including its affiliated insurance agencies. Oxford Financial Group, Ltd serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and chief investment officer services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments through a diversified asset allocation approach and dedicated investment teams.