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 an advisor at Monon Wealth Management with 30 years of industry experience. He holds Series 63 and Series 65 licenses. Rhodes has worked at Hutchens & Kramer Investment Management Group since 2018 and has been a partner at Rhodes Knisley Williams LLP, providing income tax preparation, accounting, and tax planning services since 1980. He also worked at Intrepid Financial Planning from 2002 to 2021. Monon Wealth Management is a mid-sized SEC-registered advisory team serving individuals, trusts, estates, businesses, and retirement plans with comprehensive wealth management services. The firm employs a long-term, risk-based investment approach using model portfolios and offers access to independent managers and third-party platforms.

Johnelle Smith is a financial advisor at Wealth Advisory Solutions, LLC with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Citigroup Global Markets, and UBS Financial Services. Outside of her advisory role, she is a co-owner of Sandj's Toys LLC, a business that buys and sells historic cars. Wealth Advisory Solutions, LLC provides financial planning, investment consulting, and asset management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a strategic and tactical asset allocation approach, combining fundamental and technical analysis, and manages both discretionary and non-discretionary accounts.

Mychal Eagleson is a CFP® professional with 13 years of industry experience, currently serving as an advisor at An Exceptional Life Financial, LLC since 2017. His prior roles include positions at BKD Wealth Advisors, Schwab Wealth Advisory, and his own Eagleson Financial Planning. In addition to his advisory work, he teaches courses for the CERTIFIED FINANCIAL PLANNER® education program through Dalton Education. An Exceptional Life Financial is a small advisory team that serves individuals, families, high-net-worth clients, small businesses, and educational institutions. The firm provides comprehensive financial planning, investment management, tax preparation, and employee benefit plan consulting, using a combination of passive and active strategies with ongoing portfolio supervision.

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®-certified financial advisor at Charter Advisory Corporation with five years of industry experience. He has been with Charter Advisory and affiliated with LPL Financial since 2020. Prior to his advisory career, he spent several years in education at the high school and college levels. Charter Advisory Corporation provides investment advisory and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm blends fundamental and technical analysis with model- and manager-based solutions through LPL-sponsored programs and offers both discretionary and non-discretionary portfolio management along with plan-level ERISA fiduciary services.

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.

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.

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® 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.