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, Indiana, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Valeo Financial Advisors LLC, Pensionmark Financial Group, ClearPoint Federal Bank & Trust, and Global Atlantic Financial Group. Elser Financial Planning provides fee-only financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm follows a documented Investment Policy Statement and uses low-cost mutual funds, ETFs, individual bonds, and unified managed accounts, emphasizing a primarily non-discretionary operating model and strict fee-only practices.

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.

Demi Wendel is a financial advisor at An Exceptional Life Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining An Exceptional Life Financial, Wendel held roles at Cetera ADVISORS LLC and Artistic Strategies. Outside of finance, Wendel has worked in the education and hospitality sectors. An Exceptional Life Financial serves individuals, families, high-net-worth clients, small businesses, and educational institutions with comprehensive financial planning, investment management, tax preparation, and employee benefit plan consulting. The firm uses a combination of passive and active strategies to create personalized investment plans and provides ongoing portfolio supervision, including advice on held-away accounts.

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.

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.

Mark Rhodes is a financial advisor at Monon Wealth Management with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Hutchens & Kramer Investment Management Group, Rhodes Knisley Williams LLP, and Intrepid Financial Planning. In addition to his advisory role, Rhodes is a partner at Rhodes Knisley Williams LLP, where he provides income tax preparation, accounting, and tax planning services. Monon Wealth Management offers wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $452 million in assets and employs a model portfolio approach that incorporates fundamental, technical, and charting analysis, with flexibility for portfolio adjustments and use of independent managers under ongoing oversight.

Kevin Alerding is a financial advisor at Indie Asset Partners, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked for Ice Miller LLP for 17 years. Outside of his advisory role, Mr. Alerding serves as Trustee and Chair of the Investment Committee for Cathedral High School and is President of the Cathedral High School Foundation. He is also of counsel at the law firm Lewis Wagner LLP. Indie Asset Partners provides financial planning, portfolio management, multi-family office, and retirement plan advisory services to individuals, high-net-worth clients, retirement plan fiduciaries, and private investment funds. The firm manages portfolios using a variety of instruments and is notable for its affiliated private fund platform and its affiliation with a law firm, which supports cross-disciplinary client services.

Johnelle Smith is a financial advisor with Wealth Advisory Solutions, LLC, holding a Series 66 designation and 25 years of industry experience. She has worked at Wealth Advisory Solutions since 2019 and has prior experience with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she co-owns Sandj's Toys LLC, a business focused on buying and selling historic cars. 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 employs a process that begins with a detailed fact-finding session and written financial plan, implementing strategies through both discretionary and non-discretionary accounts using a strategic and tactical asset allocation approach.

Mychal Eagleson is a CFP® professional with 12 years of industry experience, currently serving at An Exceptional Life Financial, LLC since 2017. Prior to this, he worked at BKD Wealth Advisors, LLC from 2015 to 2017. Eagleson is also an instructor for the CERTIFIED FINANCIAL PLANNER® education program through Dalton Education. An Exceptional Life Financial serves individuals, families, high-net-worth clients, small businesses, and educational institutions by providing comprehensive financial planning, investment management, tax preparation, and employee benefit plan consulting. The firm employs a mix of passive and active strategies and offers ongoing portfolio supervision along with advisory services for held-away accounts.

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 with a Series 65 credential and one year of industry experience. Prior to joining Wallington, he held roles at Merchants Capital, U.S. Bank, VIA Credit Union, Indiana Wesleyan University, and Mississinewa High School. Wallington Asset Management is a team-based SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages over $1.3 billion in discretionary assets and employs a multi-factor framework for equity selection along with targeted fixed-income strategies, offering tailored portfolio management and financial planning services through both Asset Management and Capital Advisory programs.