Adam Zoeller is a financial advisor at Genesis Advisors, LLC with a Series 65 credential and two years of industry experience. Prior to joining Genesis Advisors in 2023, he worked at Brad Graber and spent several years with DC Painting, LLC. Outside of his advisory role, Zoeller serves as a Pastoral Assistant at Castleview Church, where he designs curriculum and leads activities for teens. Genesis Advisors, LLC provides investment management, financial planning, and employer-sponsored plan consulting to a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations. The firm typically employs a passive investment approach using index funds and ETFs, combined with fundamental analysis, and manages both discretionary and non-discretionary assets.

Karo Kochounian is a financial advisor with Elevate Capital Management, L.L.C., holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Elevate in 2019, he worked for Institutional Shareholder Services for five years. Outside of advising, Kochounian owns Les Amis Salon et Spa, a hair salon located in San Mateo, California. Elevate Capital Management serves individual and high-net-worth clients with tailored portfolio management and documented investment policy statements. The firm uses multiple analytical methods and a long-term trading orientation to manage diversified portfolios, offering both discretionary and non-discretionary accounts.

Ali Saltagi is a financial advisor at Zaki Financial LLC with one year of industry experience. He holds a Series 65 designation and has been with Zaki Financial since 2024. Zaki Financial serves individual, charitable, and corporate clients by providing discretionary portfolio management and a range of financial planning services. The firm employs an active investment management approach that combines fundamental analysis with technical and cyclical methods, tailoring account supervision to client objectives, tax considerations, and personal values.

William Gorgol is a financial advisor at Brightstone Advisors LLP with a Series 65 designation and one year of industry experience. Prior to joining Brightstone, he worked at Marcus & Millichap for seven years and spent four years at Indiana University Kelley School of Business. Brightstone Advisors serves individual and high-net-worth clients, including retirees, professionals, small business owners, and corporate executives, providing discretionary and non-discretionary portfolio management, family office services, and ongoing financial planning. The firm emphasizes long-term, diversified portfolios using fundamental analysis and modern portfolio theory, and integrates tax and accounting services through an affiliated CPA practice.

Carl Drury is a financial advisor at Paradiem, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Paradiem since 2014. Paradiem serves individuals, high-net-worth families, and charitable organizations by providing asset management, comprehensive financial planning, and insurance services. The firm emphasizes long-term, fundamental analysis-based investing and offers customized portfolios alongside coordinated planning for tax, estate, and charitable giving considerations.

Derek Sanders is a CFP® and Series 65-registered advisor at Forum Private Client Group with three years of industry experience. Prior to joining Forum in 2023, he worked for Extend Healthcare from 2016 to 2023. Outside of his advisory role, he is involved in managing rental properties. Forum Private Client Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts. The firm combines customized financial planning with portfolio construction across various investment vehicles, employing quantitative and technical analysis while regularly reviewing fund and sub-adviser performance.

Randall Harrison is a financial advisor with Charter Advisory Corporation in Indianapolis, IN. He holds a Series 66 designation and has 18 years of industry experience. He has been with Charter Advisory Corporation since 2010 and also maintains an affiliation with LPL Financial, LLC since 2009. Charter Advisory Corporation provides personalized 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 structure.

David West is a CFA® charterholder and the sole advisor at West Advisors, Inc. in Fishers, Indiana, with 14 years of experience in the financial industry. He has been with West Advisors since 2005. West Advisors serves individuals, high-net-worth clients, trusts, retirement plans, and tax-exempt organizations by providing financial consulting, investment management, and select non-advisory services. The firm employs a fiduciary approach, using Modern Portfolio Theory-based asset allocation with tax-sensitive strategies and a mix of passive and active investments, and conducts regular account reviews with written client reports.

Richard Cooke is a CFP® with 10 years of industry experience. He currently serves as a financial advisor at Abundo Wealth and has previously worked at firms including 2Point0 Financial, Vincere Wealth Management, Edward Jones, and Fidelity. Outside of finance, he operates a travel agency assisting clients with booking and support. Abundo Wealth provides comprehensive financial planning and non-discretionary investment advisory services to individual clients through a client portal, focusing on topics such as cash flow, retirement, and estate planning. The firm employs a passive, low-cost index fund investment approach and structures its advisory services on a subscription basis without requiring asset minimums.

Tammy Marrs is a Series 65 licensed advisor with 13 years of industry experience, currently with Forum Private Client Group since 2012. She holds a life and accident health insurance license and serves as President of the Board of Directors for Emergency Family Homeless Shelter. Forum Private Client Group offers wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts, utilizing customized planning combined with quantitative and technical analysis across various investment vehicles.

Andrew Snow is a financial advisor at Forum Private Client Group with one year of industry experience. He holds a Series 65 designation and previously worked at FORUM Solutions Group, LLC, dba SafisLife Advisors, and Forum Credit Union. Prior to his financial career, he held positions at Hawthorns Country Club and Indianapolis Motor Speedway. Forum Private Client Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts. The firm offers customized planning integrated with portfolio construction utilizing mutual funds, ETFs, individual securities, and third-party sub-advisers, employing quantitative and technical analysis to manage client assets.

Benjamen Banks is a CFP® professional with 18 years of industry experience, currently serving at Forum Private Client Group since 2007. He also has a longstanding affiliation with Forum Credit Union. Banks is a board member of the Financial Planning Association of Greater Indiana, a nonprofit organization for financial advisors. Forum Private Client Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts. The firm combines customized financial planning with portfolio construction using mutual funds, ETFs, individual securities, and third-party sub-advisers.

Thomas Butler is a CFP® with 42 years of industry experience, currently serving as an advisor at Charter Advisory Corporation since 2010. He also has a long tenure with LPL Financial and has been involved with Butler Insurance Agency, Inc. for over three decades. Outside of advising, he participates in real estate investing activities through partnerships focused on acquiring, rehabbing, and managing residential properties. Charter Advisory Corporation provides personalized 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 operates a multi-advisor team structure serving both retail and high-net-worth clients.

Nolan Clay is a CFP® professional with three years of experience, currently serving at Avalon Wealth Advisory, Inc. in Indianapolis, IN. He joined Avalon Wealth Advisory in 2023 after completing his studies at Ball State University. Avalon Wealth Advisory, Inc. offers personalized financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm focuses on consultative strategies, working with clients to set asset allocation and investment policy while emphasizing traditional approaches and manager selection.

Douglas Sweet is a financial advisor with Charter Advisory Corporation in Fishers, Indiana, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been associated with LPL Financial LLC and Charter Advisory Corporation since 2009. Outside of his advisory role, he has involvement in fixed insurance sales through Midwest Financial Group, Inc. Charter Advisory Corporation provides personalized 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 structure, utilizing both fundamental and technical analysis along with third-party portfolio managers and discretionary trading authority where agreed.

Hilary Hendershott is a CFP® and Series 65 credentialed advisor with 18 years of industry experience. She is the managing member and investment adviser representative at Hendershott Wealth Management, LLC, where she has worked since 2014. Hilary previously worked at Bhpr Equity Research Corp and operated Hilary Hendershott Financial, LLC. Hendershott Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $305.8 million in client assets. The firm provides primarily non-discretionary portfolio management, financial planning, and consulting services through a combination of firm model portfolios, third-party asset managers, and specialized programs such as Ignite Investing for smaller accounts.

Jeffrey Moheban is a CFP® professional with 27 years of experience in financial advisory services. He has been with Avalon Wealth Advisory, Inc. since 1999. Avalon Wealth Advisory, Inc. provides personalized financial planning and investment advisory services primarily to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a consultative approach focused on asset allocation, third-party manager selection, and performance reporting, typically serving high-net-worth clients through a fee-only, negotiated annual fee model.

Charles Grigsby is a CFP® with five years of industry experience, currently serving at Forum Private Client Group since 2020. Prior to that, he worked for seven years at Forum Credit Union and is a member of its 401(k) Investment Committee. He holds life and health insurance licenses in Indiana. Forum Private Client Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts. The firm offers customized planning and portfolio construction using mutual funds, ETFs, individual securities, and third-party sub-advisers, regularly reviewing performance to support client investment decisions.

Richard Moss is a financial advisor with National Wealth Management Group, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at LPL Financial since 2011 and joined National Wealth Management Group in 2020. Outside of his advisory role, Moss is involved in supervising home visitations and reunification plans for at-risk youth through Damar Services Inc. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to each client and offers a range of services from portfolio management to retirement plan consulting, supported by a network of advisers and multiple program platforms.

Matthew Eckert is a CFP® professional with 26 years of experience in the financial advisory industry. He has been with Avalon Wealth Advisory, Inc. since 2000 and holds Series 63 and Series 65 licenses. Avalon Wealth Advisory, Inc. serves individuals, trusts, estates, charitable organizations, and retirement plans, focusing primarily on high-net-worth clients. The firm offers personalized financial planning and investment advisory consultation through a consultative approach, emphasizing traditional strategies, no-load funds, and client-directed decisions without discretionary trading authority.