Christopher Norwood is a CFA® charterholder with 16 years of industry experience and serves as the principal of Norwood Economics, Inc. He has been an adjunct professor of economics at Butler University since 2016 and began coaching girls high school softball at North Central High School in 2024. His career also includes six years of service with Warren Township. Norwood Economics provides discretionary portfolio management and financial planning for individual and institutional clients, employing an actively managed, multi-asset class approach with a value-oriented, bottom-up equity process and tactical asset-class tilts based on valuation and risk/reward assessments. The firm distributes a weekly market newsletter, conducts educational seminars and webinars, and offers financial planning as a no-cost component of portfolio management.

Michael Puckett is a CFP® professional with 21 years of industry experience, currently serving at CFG Wealth Management Services Inc in Indianapolis, IN. He has been with CFG Wealth Management Services since 1983. Outside of his advisory role, he is the managing member of MDP Professional Services, LLC, which provides outsourced financial planning services. CFG Wealth Management Services offers advisory services to individuals, pension and profit-sharing plans, and businesses. The firm focuses on customized investment policy statements, discretionary portfolio management using mutual funds and ETFs, and emphasizes client communications through educational support and reporting.

Antenielle Bell is a financial advisor with Harbour Wealth Partners, Inc. in Indianapolis, IN, holding Series 63 and Series 66 credentials and having 20 years of industry experience. She has worked with Harbour Wealth Partners since 2014 and has been associated with LPL Financial since 2012. Harbour Wealth Partners provides financial planning, business advisory, and Personal CFO services primarily to individuals, families, pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on planning-centric, long-term advice emphasizing portfolio risk, tax considerations, and tailored consulting without offering ongoing portfolio management or charging asset-based fees.

Lauren Werckenthien is a CFP® and Series 66-registered financial advisor with eight years of industry experience. She is currently with SecurEstate Financial Services, Inc., where she has worked since 2016, including roles at affiliated entities and prior positions at Cambridge Investment Research. She serves on the investment committee of the South Madison Community Foundation, a nonprofit community foundation in Madison County, Indiana. SecurEstate Financial Services provides advisory services to individual and high-net-worth clients, offering portfolio management, financial planning, and third-party adviser selection. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative analysis to guide its long-term investment approach.

Jason Rasp is a financial advisor with RASP Wealth Solutions, LLC, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His previous roles include positions at UBS Financial Services, Merrill, and Robert Baird & Co. since 2001. RASP Wealth Solutions provides personalized financial planning and investment management for individuals, high-net-worth clients, and institutional entities such as family offices and trusts. The firm employs a comprehensive, client-specific planning process and integrates fundamental, quantitative, and technical analysis with a long-term investment orientation while utilizing AI-enabled tools in its research and operations.

Ross Welch is a financial advisor with Harbour Wealth Partners, Inc. in Indianapolis, IN. He holds a Series 66 designation and has three years of industry experience, including work at LPL Financial since 2022. Prior to his advisory role, he gained experience at Wheel Fun Rentals, ESG Security, FedEx, and attended Indiana University Bloomington. Harbour Wealth Partners provides financial planning, business advisory, and Personal CFO services to individuals, families, and business entities. The firm focuses on planning-centric, long-term advice without offering discretionary portfolio management, emphasizing risk, tax considerations, and tailored consulting.

Brian Wright is a CFP® with 16 years of industry experience. He is a principal at Wright Planning, LLC and also serves as a business consultant at Wright Accounting Group, LLC. His prior experience includes positions at ARGI Investment Services, LLC and Valeo Financial Advisors. Wright Planning, LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, and small businesses. The firm combines fundamental and technical analysis within a strategic and tactical asset allocation framework, managing client accounts based on objectives, risk tolerance, and tax considerations.

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.

John Duncan is a financial advisor at Norwood Economics, Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at firms including Prudential, Larson Financial Group, Transamerica Life Insurance Company, Fidelity Investments, and Bank of America/Merrill Lynch. Norwood Economics provides discretionary portfolio management and financial planning services to individual clients, retirement plans, pooled funds, and cash balance plans. The firm employs an actively managed, multi-asset class investment approach with a value-oriented, bottom-up equity process and delivers research-driven portfolio oversight alongside educational offerings such as a weekly market newsletter and retirement seminars.

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.

Roy Bodinus is a financial advisor at CBG & Company, Inc. with 25 years of industry experience. He has been with CBG & Company since 2008 and holds a Series 65 designation. CBG & Company, Inc. serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, managing approximately $270 million in client assets. The firm combines fundamental and technical analysis with long-term portfolio management and offers integrated accounting and practice-consulting services alongside fiduciary retirement plan solutions.

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.