Patrick Sullivan is a CFP® and holds a Series 66 license, with nine years of industry experience. He is the principal of Foundational Financial Advisors, LLC and also operates Foundational Insurance Advisors, LLC and The Law Office of Patrick Sullivan, P.C. He is a licensed attorney and insurance agent in Indiana and serves as a volunteer member of the Echelon Board for the Salvation Army. Foundational Financial Advisors, LLC is a small independent registered investment adviser managing approximately $4.49 million across about 15 client relationships. The firm serves individuals, businesses, and qualified retirement plans, offering tailored investment strategies alongside affiliated legal and insurance services.

Kevin Lewis is the sole advisor at Lewis Wealth Management, LLC in Carmel, IN, holding a Series 65 designation with 11 years of industry experience. He previously worked at Teeple Wealth Management and spent two decades at Boehringer Ingelheim Pharmaceuticals, Inc. Lewis Wealth Management serves individuals, high-net-worth clients, and employer plan sponsors by providing tailored investment management, financial and business planning consulting, and advisement for held-away retirement accounts. The firm offers both discretionary and non-discretionary portfolio management using a combination of passive and active strategies and provides corporate plan-level consulting, including participant education and plan administrator support.

Tod Utter is the principal of I4 Advisors LLC in Indianapolis, IN, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in his advisory firm since 2011. In addition to his advisory work, he owns and operates a CPA firm, UK CPA Group, providing tax preparation and small business accounting services. I4 Advisors provides investment supervisory services and financial planning to individual clients, corporate/business clients, and pension or profit-sharing plan accounts. The firm customizes portfolios based on individual client risk tolerance and objectives, offering both discretionary and non-discretionary management across a range of investment vehicles and strategies.

Gregory Wilson is the sole advisor at G.M. Wilson Private Wealth Management Group in Fishers, Indiana. He holds Series 63 and Series 65 designations and has 23 years of industry experience. Wilson has worked at Traderight Securities, Inc. since 2004. His firm provides portfolio management and written financial planning services to individuals and high-net-worth clients, operating primarily on a non-discretionary basis with client approval required for trades. The investment approach emphasizes conservative asset allocation, large-cap dividend-paying stocks, dollar-cost averaging, and sector diversification through ETFs.

Alex Perkins is an Indianapolis, IN fee-only financial advisor, located in Fishers, IN, serving clients locally and across the country. We believe the purpose of Financial Planning is to help you use, manage, and direct your resources towards what matters most. We do our best work for three distinct groups of people: 1. We help retirees turn their life savings into a reliable income stream while also minimizing their lifetime tax burden. 2. We help business owners think through separating their personal financial situation with their business’ and either prepare for a sale or transition to the next generation. 3. We help high net worth families avoid or significantly mitigate a brutal 40% estate tax by proactively coordinating with estate planning attorneys to implement advanced planning strategies. I am a CERTIFIED FINANCIAL PLANNERTM professional, board member of the Rotary Club of Fishers, member of the Estate Planning Council of Indianapolis, and member of NAPFA, the National Association of Personal Financial Advisors. Members of NAPFA must abide by a strict fiduciary standard and are fee-only financial advisors. I live in Fishers, Indiana yet help families like you all around the country. I am married and have three beautiful children: two boys and a girl. My personal attention to helping you plan and to make smart financial decisions will give you peace of mind. That’s why I used the words “Wealth Advantage” in naming my business since I am confident my services will provide you with an advantage over other financial advisory firms.

Clay Brooks is a CFP® professional with 17 years of industry experience. He is the president and sole advisor at Abound Wealth Strategies in Indianapolis, IN. His prior roles include positions at Great Point Capital, International Assets Advisory, and J.P. Morgan Securities. Brooks is also a licensed life insurance agent and provides paid tax preparation services for clients. Abound Wealth Strategies offers portfolio management, financial planning, and investment analysis to individuals, trusts, estates, charitable organizations, and employee benefit plans. The firm employs tailored investment strategies that may include model portfolios, asset allocation approaches, and a variety of investment vehicles, while also providing pension consulting and participant education services.

Joseph Del Principe is a Series 65-licensed financial advisor based in Indianapolis, IN, with 11 years of industry experience. He is the sole advisor at Del Principe O’Brien Financial Advisors, an independent firm. Del Principe O’Brien Financial Advisors provides discretionary portfolio management, financial planning, and consulting services to private individuals, high-net-worth clients, and institutional entities. The firm uses a model-portfolio, separate-account structure with an emphasis on capital preservation, tax efficiency, and behavioral-economics informed asset allocation, combining fundamental research with quantitative and technical tools.

Brian Henderson is a CFA charterholder with 11 years of experience at Telegraph Equity Partners Limited. He has been with the firm since 2014 and also serves as President of Glencoe Capital Partners, a consulting and management firm for family farm and real estate operations, and as Managing Director of Highgrove Development, a real estate development company. Telegraph Equity Partners Limited is a fee-only investment adviser that manages discretionary portfolios for individuals, businesses, and not-for-profit institutions. The firm employs a fundamental, value-oriented investment strategy focused on long-term buy-and-hold with relatively low turnover, managing approximately $64.6 million across a small client base.

Kelli Ellison is a financial advisor at Panoramic Financial Planning in Carmel, IN, with 11 years of industry experience. She holds a Series 65 designation and has been with Panoramic Financial Planning since 2016. Panoramic Financial Planning is an independent, fee-only firm serving a limited number of individual and business clients. The firm offers comprehensive financial planning, discretionary portfolio management, and income tax preparation, primarily utilizing passive investment strategies with diversified portfolios of index mutual funds and ETFs.

Michael Wright is a financial advisor with Foresight Wealth Advisory, LLC in Indianapolis, IN, holding Series 65 and Series 63 licenses and having 11 years of industry experience. He is also the managing member of Foresight Marketing, LLC, a business loan brokerage firm, and is a licensed life and health insurance agent. Foresight Wealth Advisory provides investment management, financial planning, retirement plan consulting, and educational seminars to individuals and employer-sponsored retirement plans. The firm integrates fundamental and technical analysis with modern portfolio theory, using both passive and active investment vehicles, and includes due diligence and monitoring of recommended outside managers as part of its services.

Wendee Maniago is a financial advisor at RASP Wealth Solutions, LLC with 18 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc for 14 years. Outside of her advisory role, she is associated as an officer with Maniago Enterprises, LLC, a non-investment business owned by her husband. RASP Wealth Solutions provides personalized financial planning and investment management services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm employs a client-centered investment approach, using fundamental, quantitative, and technical analysis, and manages approximately $105.8 million for about 89 clients.

Jeffrey Sturgis is a CFP® with 21 years of industry experience, currently serving at Brightstone Advisors LLP since 2009. He has a background that includes longstanding roles at Forum Private Client Group, Linsco/Private Ledger Corp., and his own entities, Sturgis Private Client Group LLC and Sturgis CPA Group LLC. Outside of his advisory work, he is the 100% equity owner and managing partner of Brightstone CPA’s LLP, a public accounting practice. Brightstone Advisors serves individual and high-net-worth clients, offering portfolio management, family office services, and financial planning. The firm emphasizes long-term, diversified portfolios with tax-aware management and integrates accounting and tax services through its affiliated public accounting practice.

Joshua Walker is a financial advisor at Wright Planning, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Wright Planning since 2023. Outside of his advisory role, he is a Product Manager at Kamar Products, Inc., a position he has held since 2002. Wright Planning serves individual and corporate clients by providing integrated financial planning alongside portfolio management. The firm employs a combination of fundamental and technical analysis within a Modern Portfolio Theory framework and offers various planning engagements without standalone investment management.

David Morrison is a financial advisor with Peloton Capital Management in Indianapolis, IN, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked at Peloton Wealth Strategists, Inc. since 2019 and has held roles at PNC Bank and PNC Investments since 2016. Peloton Capital Management serves primarily high-net-worth individuals and institutional clients, offering fully discretionary portfolio management and flat-fee financial planning. The firm employs an Investment Committee to manage portfolios with strategies that emphasize exchange-traded funds, momentum-based trading, and equity income, and it is involved in private-fund activities through its role as general partner and adviser to the Peloton Tactical Equity Fund, LP.

Brandon Gregg is a Certified Financial Planner® with 11 years of industry experience. He is currently a principal at BBK Wealth LLC, where he has worked since 2021, and has also been associated with Fifth Third Securities since 2015. Outside of his advisory work, he holds a one-third ownership in Property Genesis LLC. BBK Wealth LLC provides advisory services to individuals, small businesses, and high-net-worth clients, specializing in discretionary portfolio management, financial planning, and advisory consulting. The firm offers tailored investment strategies with an emphasis on ETF-based allocations and includes dedicated cryptoasset planning and management alongside traditional wealth management.

Katie Ross is a CFP® professional with nine years of experience in the financial industry. She has worked at firms including Schwab Private Client Investment Advisory and BKD Wealth Advisors before joining McMahan Capital Management. McMahan Capital Management provides discretionary portfolio management and investment advisory services to individuals, trusts, estates, corporations, pension and profit-sharing plans, and non-profit organizations. The firm emphasizes quality securities, diversification, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Rone Davis is a financial advisor with Daviman Financial, LLC in Noblesville, IN, holding the CFP® and ChFC® designations and bringing 24 years of industry experience. His prior roles include positions at ReJoyce Wealth Management LLC and Eagle Strategies, as well as operating his own advisory and insurance businesses. Outside of advising, he serves on the boards of a nonprofit providing housing for people with disabilities and a professional training organization for tax professionals, and is involved with the Riley Children’s Hospital Foundation. Daviman Financial serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with financial planning, investment management, and consulting services. The firm manages approximately $234 million for about 190 clients, offering both discretionary and non-discretionary portfolio services along with strategic asset allocation and ongoing financial plan reviews.

I work to help folks manage their wealth and the way they think about it... I am an Indy-based financial advisor and founder of BBK Wealth. I grew up on the border of NY and PA  in “the valley” and later in the finger lakes region where his parents still live.  Seneca Lake is his proud home. Why Indiana? I attended Notre Dame to earn my degree in Finance and then my masters in Education. Now – me and my wife, Maggie,  have 4 kids (KCMT) and a great dog named Winnie. BBK is a wealth management company that serves families. We all have families, some BIG. We want to see them all live in retirement with pride, dignity, and financial security. We NEVER want anyone to be harmed or left out in the cold because they did not trust the right team to manage their wealth. We’re passionate about that. We are committed to that.

Richard Parker is a financial advisor at TruEdge Asset Management LLC with 18 years of industry experience. He holds the Series 63 and Series 65 credentials. Parker has worked at Thurston, Springer, Miller, Herd & Titak, Inc. since 2008 and is involved as Chief Executive Officer of Financial Services Holdings, a holding company for Thurston Springer and related entities. He also serves on the finance committee of JWAS, a nonprofit organization for underprivileged children. TruEdge Asset Management primarily serves registered investment advisors and institutional clients through a turnkey asset management platform and provides discretionary investment advice to pooled investment vehicles. The firm offers trading and operational support, reporting and billing services, and a model marketplace that includes internal and third-party models as well as direct indexing.

Daniel Lubs is a CFP® professional with five years of experience, currently serving at Integrated Investment Strategies, Inc. He has worked in engineering and operations consulting at DAL Corp Services and has provided technical advisory support for a compressor manufacturing company. Lubs also holds a board member role at Integrated Investment Strategies, Inc., where he participates in financial and business oversight. Integrated Investment Strategies, Inc. offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs an academically based, passive investment approach and manages approximately $104 million for about 156 clients.