Samuel Muse is a CFP® professional with 11 years of industry experience, currently serving at FI3 Financial Advisors, LLC. He holds the Series 65 designation and has been with FI3 Financial Advisors since 2015. Outside of his advisory role, Muse serves as a director on the board of the Presbyterian Foundation and as treasurer and board member for the Penrod Society, where he participates in governance and financial management. FI3 Financial Advisors, LLC operates as a multi-family office, primarily serving high-net-worth individuals and multi-generational families with comprehensive wealth planning, tax and estate coordination, pension consulting, and investment management. The firm combines active and passive portfolio management across public and private asset classes and offers proprietary private investment funds to accredited investors.

Matthew Simpson is a CFP® with 23 years of industry experience, currently serving at FI3 Financial Advisors, LLC since 2016. Based in Indianapolis, IN, he is part of an eight-advisor team. FI3 Financial Advisors primarily serves high-net-worth individuals and multi-generational families as a multi-family office, providing comprehensive wealth planning, tax and estate coordination, pension consulting, and investment management. The firm combines active and passive portfolio management across public and private asset classes and collaborates with trusted professionals to implement family-level financial strategies.

Grant Hofer is a financial advisor at Elser Financial Planning, Inc. in Indianapolis, IN, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Global Atlantic Financial Group and Pensionmark Financial Group. Elser Financial Planning, Inc. is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, and small businesses. The firm provides comprehensive financial planning and portfolio management, emphasizing a long-term, Modern Portfolio Theory–based approach using low-cost mutual funds and ETFs, while managing a mix of discretionary and non-discretionary client assets.

Kyle Kent is a financial advisor at Financial Enhancement Group with Series 63 and Series 66 registrations and four years of industry experience. His work history includes roles at Charles Schwab & Co., Inc., J.D. Gould Co., Inc., and a position at Christ Community Church. Outside of finance, he works as a part-time food delivery driver for DoorDash. Financial Enhancement Group offers discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities through a multi-advisor platform. The firm employs a combination of fundamental and technical analysis with proprietary research models, tactical overlays, sub-advisors for specialized strategies, and AI tools to support its investment approach.

Jeffrey Hutson is a financial advisor at Monument Advisers in Carmel, IN, holding a Series 65 designation. He has 20 years of combined experience, including 15 years with the Indiana Public Retirement System and 5 years with Relational Gravity. Monument Advisers is a fee-only investment adviser serving individuals, charitable organizations, pooled investment vehicles, and businesses with portfolio management and financial planning services. The firm employs a mix of passive and active strategies informed by modern portfolio theory and macroeconomic analysis, and offers socially conscious and Biblically Responsible Investing options.

Michael Kelley is a financial advisor at Charter Advisory Corporation with 44 years of industry experience. He holds a Series 63 designation and has been with Charter Advisory Corporation since 1988, concurrently maintaining a role at LPL Financial since 2009. In addition to his advisory work, he is president of an insurance agency and holds certifications as a Certified Public Accountant and Notary Public. Charter Advisory Corporation provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $366 million in client assets and serves retail and high-net-worth clients through a multi-advisor team, employing fundamental and technical analysis, portfolio rebalancing, and a combination of direct management and third-party portfolio managers.

Adam Harter is a financial advisor with Financial Enhancement Group, holding a Series 66 designation and 23 years of industry experience. He has worked at Financial Enhancement Group since 2002 and was previously with World Equity Group, Inc. for 21 years. Outside of his advisory role, he serves on the finance committee and board of Sulphur Springs Country Club in Middletown, IN. Financial Enhancement Group provides discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities. The firm utilizes a combination of fundamental and technical analysis, proprietary research models, tactical overlays, and AI tools, while offering specialized strategies through sub-advisors and more complex investment instruments.

Nathan Wiercioch is a CFP® professional with six years of industry experience, currently serving at Fiduciary Financial Partners, LLC. He previously worked at Turquoise Wealth Management and has experience with Purdue University and Lafayette Tent & Awning. Fiduciary Financial Partners serves individuals, including high-net-worth households, and employer-sponsored retirement plans by providing comprehensive wealth management, financial planning, and retirement plan advisory services. The firm manages approximately $293 million in assets across five offices and employs a team-based approach using both discretionary and non-discretionary portfolio management integrated with written financial plans.

Abigayle Presley is a CFP® professional with nine years of experience in financial advising. She has worked at Bedel Financial Consulting, Inc. since 2014. Bedel Financial Consulting provides customized portfolio management and financial planning services to individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm employs a range of investment strategies including fundamental, technical, and quantitative analysis, and manages client accounts on a discretionary basis under a fiduciary standard.

Alexis Taylor is a financial advisor at Financial Enhancement Group with a Series 65 designation and two years of industry experience. Prior to joining the firm, Alexis worked at Ball State University and Wapahani High School. Financial Enhancement Group offers discretionary asset management and financial planning to individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis, proprietary research models, and tactical overlays, along with AI tools and specialized sub-advisors, to provide diversified investment strategies and services.

Jonathan Wendall is a financial advisor with FORUM Private Client Group holding a Series 65 designation and one year of industry experience. His prior work includes roles at FORUM Solutions Group, Forum Credit Union, Walgreens, Indiana Mentor, Lafayette Family YMCA, and Tippecanoe School Corporation. FORUM Private Client Group offers wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts. The firm combines customized financial planning with diverse portfolio construction strategies, employing mutual funds, ETFs, individual securities, and third-party sub-advisers.

Donald Hodson is a financial advisor with Financial Enhancement Group, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He previously worked for World Equity Group, Inc. for 21 years and has been with Financial Enhancement Group since 1997. Outside of his advisory role, Hodson provides income tax preparation and business planning services and is a partner in a commercial real estate rental business. Financial Enhancement Group offers discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm utilizes a combination of fundamental and technical analysis, proprietary research, tactical overlays, sub-advisors, and AI tools to manage diversified portfolios and support its operations.

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 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LJI Wealth Management since 2020. Prior to that, he was with Nationwide Investment Services Corporation for 13 years and RiverNorth Capital Management, LLC for one year. Riethman is also a partner at JHR Pensions, LLC, a non-investment-related business based in Columbus, Ohio. LJI Wealth Management provides 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 manages approximately $1.37 billion in client assets and offers both discretionary and non-discretionary investment programs tailored to client objectives and risk tolerance.

Susan Elser is a CFP®-certified financial advisor with 21 years of industry experience. She has worked at Elser Financial Planning, Inc. since 2007 and previously spent two years at Charles A. Liles & Associates, Inc. She is based in Indianapolis, IN. Elser Financial Planning, Inc. is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, and small businesses. The firm provides comprehensive financial planning and ongoing portfolio management, emphasizing long-term, Modern Portfolio Theory–based asset allocation using low-cost mutual funds and ETFs.

Grant Meadows is a Series 65-licensed financial advisor with Financial Enhancement Group, where he has worked since 2025. He has prior experience at OneAmerica Financial and held positions at Indiana Wesleyan University and Northwestern Mutual. Financial Enhancement Group provides discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis, proprietary research models, and tactical overlays, while also integrating AI tools and utilizing sub-advisors for specialized strategies.

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.