Richard Feely is a Series 65-licensed advisor with Womack Investment Advisers, Inc., based in Indianapolis, IN. He has 17 years of industry experience and has been with Womack since 2009. In addition to his advisory role, Feely is a physician and president of multiple healthcare-related businesses, including an osteopathic medical practice and a concierge medicine service, as well as an online test preparation company for acupuncture and Oriental Medicine licensing exams. Womack Investment Advisers is a fee-based team with four advisors managing approximately $76 million for about 167 clients. The firm serves individuals, small businesses, pension and profit-sharing plans, trusts, and charitable organizations, using a combination of fundamental and technical analysis, risk-profiling tools, and a multi-fund manager approach to construct and manage portfolios.

Marc Caskey is a financial advisor at Pile Wealth Management with one year of industry experience. He holds the PFS™ designation and has prior experience as a partner at RJ Pile & Company, LLC, a public accounting and CPA firm, where he has worked since 2019. Pile Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a risk-based approach grounded in Modern Portfolio Theory and manages diversified portfolios with a focus on semiannual reviews and discretion in trading.

Jeffrey Gardner is a Series 65-credentialed advisor with eight years of industry experience, currently serving at MFG Wealth Management, Inc. in Indianapolis, Indiana since 2017. Prior to joining MFG Wealth Management, he worked at Vector Marketing and Cutco Cutlery and was affiliated with the University of Indianapolis. MFG Wealth Management provides discretionary portfolio management and financial planning services to individual clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm employs actively managed strategies combining fundamental and technical analysis, with portfolio decisions made on a discretionary basis and reviewed by the advisory team.

Kyle Benham is a financial advisor with Benham Advisory Group in Greenwood, IN, holding a Series 65 credential and five years of industry experience. He has worked with Integrity Wealth Solutions and leads Benham Advisory Group, which he founded in 2024. Outside of finance, Benham has been involved in several media productions, including Netflix’s Chelsea Handler Productions and Apple TV’s Carpool Karaoke: The Series. Benham Advisory Group provides discretionary asset management and financial planning services to both high-net-worth and non-HNW individual investors. The firm employs rules-based investment models incorporating economic, fundamental, technical, and quantitative analysis, managing portfolios on a discretionary basis with regular reviews and reporting.

Douglas Purdy is a financial advisor at MackHouse Capital with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with MackHouse Capital since 2015, having prior experience at Securities America Inc. since 2009. MackHouse Capital provides investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities on a fee-only basis. The firm employs an asset-allocation approach focused on market efficiency and diversification, managing approximately $5.4 million across discretionary accounts.

Thomas Farrer is a financial advisor at CORE Wealth Advisors with five years of industry experience. He previously worked at An Exceptional Life Financial, LLC, and the Indiana Public Retirement System, and spent one year in full-time education. He is the founder of Summit Wealth Solutions, LLC, a tax preparation business serving existing clients during tax season. CORE Wealth Advisors manages approximately $125 million across 146 client relationships, offering investment management and financial planning to individuals, trusts, retirement plans, and small businesses. The firm employs a strategic asset-allocation approach based on Modern Portfolio Theory, supplemented by tactical overlays, and focuses on tax and cost efficiency through discretionary portfolio management and regular quarterly reviews.

Joseph La Rosa is a CFP® professional with six years of industry experience, currently advising at Private Counsel Group, Ltd. He has worked at LaRosa & Co. LLC since 1976. Private Counsel Group, Ltd. offers investment advisory, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm manages approximately $116 million for about 63 clients using a long-term, "less is more" investment approach that emphasizes diversified portfolios built around ETFs, mutual funds, equities, and fixed income, typically managed on a non-discretionary basis.

Nathan Stone is a CFP® professional at Delta Wealth Advisors LLC with two years of industry experience. Prior to joining the firm, he spent five years at Indiana University and four years at Lawrence North. Delta Wealth Advisors serves individual and business clients, including high-net-worth and accredited investors, providing discretionary portfolio management, financial planning, and business advisory services. The firm combines modern portfolio theory with fundamental, charting, and cyclical analysis, offering tailored allocations and private alternative investments to qualified clients.

Bryan Weiss is a financial advisor with Marian Investor Coaching, Inc., holding a Series 65 credential and 19 years of industry experience. He has worked at Frank & Kraft Wealth Coaching, Inc. and Marian Financial Partners, Inc. since 2010 and 2015 respectively, and he is also president of Asset Preservation Alliance Inc., where he conducts insurance agency activities. Marian Investor Coaching, Inc. provides investor coaching primarily to individual investors and serves as a co-advisor by referring clients to an unaffiliated money manager, Matson Money, Inc. The firm focuses on adviser selection and oversight, preparing Portfolio MRI reports and offering fee-for-service educational work rather than directly managing assets.

Stephen Zimmerman is the sole advisor at Fuhrmann Capital in Indianapolis, IN, holding Series 63 and Series 65 designations with 27 years of industry experience. He has led Fuhrmann Capital since 2012. Outside of his advisory role, he is involved in consulting and appraising for art-related business activities. Fuhrmann Capital provides discretionary and limited non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, corporations, and pension plans. The firm employs a tax-aware, long-term buy-and-hold strategy focused on U.S. equities and fixed income, emphasizing low portfolio turnover and tailored client recommendations without a stated account minimum.

Logan Benham is a financial advisor at Benham Advisory Group in Greenwood, IN, with seven years of industry experience. He holds a Series 65 credential and has worked at Integrity Wealth Solutions and Benham Advisory Group since 2018. Outside of advising, he is involved in tax preparation and administrative support through the firm’s affiliated business. Benham Advisory Group provides discretionary asset management and financial planning to both high-net-worth and non-high-net-worth individual investors. The firm employs rules-based models incorporating economic, fundamental, technical, and quantitative analysis, managing approximately $94.4 million across 345 client relationships.

Mark Idzik is a financial advisor at Nearside Advisors, LLC with nine years of industry experience. He previously worked at Holistic Financial Partners, LLC and TCC, Inc. He holds a Series 65 designation. Outside of his advisory role, he serves as treasurer for the Central Indiana Association of Collaborative Professionals, managing the organization's financial records. Nearside Advisors, LLC provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. The firm primarily employs a passive investment approach using index mutual funds and ETFs, integrating financial planning across various client needs.

Joseph Ray is a financial advisor at Marian Investor Coaching, Inc. in Greenwood, IN, holding a Series 65 designation with 12 years of industry experience. He has been with Marian Financial Partners, Inc. since 2013 and also works as an actuarial analyst at WellPoint, Inc. outside of his advisory role. Marian Investor Coaching, Inc. provides investor coaching primarily to individual investors and related entities, operating through a co-advisor model by referring clients to Matson Money, Inc. The firm focuses on adviser selection and oversight, offering Portfolio MRI reports and fee-for-service educational engagements rather than directly managing client assets.

Ricky Ormes is a financial advisor at Marian Investor Coaching, Inc. based in Indianapolis, IN, with 15 years of industry experience. He holds a Series 65 designation and has been associated with The Sintz Group since 2007, where he is involved in insurance advisory services for property and casualty, life, and business insurance. Marian Investor Coaching, Inc. provides investor coaching primarily to individual investors and related entities through a referral and co-advisor model, partnering with Matson Money, Inc. The firm focuses on adviser selection, oversight, and educational services, offering one-time Portfolio MRI reports and hourly coaching engagements rather than direct portfolio management.

Jay Lerman is a Series 65-licensed financial advisor with 19 years of industry experience. He is affiliated with Progress Alliance Investment Services and has worked at Lerman Financial Group, Inc. and First Allied Advisory Services during his career. Lerman serves as a director of the Society of Financial Services Professionals, a nonprofit organization. Progress Alliance Investment Services provides portfolio management, financial planning, and investment consulting primarily for individual clients, as well as pension plans, charitable organizations, and other small entities. The firm offers discretionary active and passive management, third-party manager oversight, and both wrap and non-wrap account programs.

Bradley Good is a financial advisor at CORE Wealth Advisors in Indianapolis, IN, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with CORE Wealth Advisors since 2011, contributing to the firm’s advisory services over the past 15 years. CORE Wealth Advisors provides investment management and financial planning to individuals, trusts, retirement plans, and small businesses, managing approximately $125 million across about 146 client relationships. The firm uses a strategic asset-allocation approach based on Modern Portfolio Theory, supplemented by tactical adjustments, and offers both growth-oriented and fixed-income model programs.

Katharine Marvel is a financial advisor at Encircle Financial Strategies in Indianapolis, IN, with 33 years of industry experience. She holds the ChFC® and Series 63 designations and has worked at firms including National Planning Corporation and Advantage Investment Management LLC. Outside of finance, she operates a cooking blog titled "Kate is Cooking." Encircle Financial Strategies provides investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm emphasizes tailored relationships and goal-oriented plans, managing about $139 million in discretionary assets across roughly 240 client households.

Joby Norris is a financial advisor at CORE Wealth Advisors in Indianapolis, IN, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with CORE Wealth Advisors since 2011. CORE Wealth Advisors provides investment management and financial planning services to individuals, trusts, retirement plans, and small businesses, managing approximately $125 million across about 146 client relationships. The firm employs a strategic asset-allocation approach based on Modern Portfolio Theory, supplemented by tactical overlays, and offers discretionary portfolio management alongside non-discretionary financial planning and retirement guidance.

Dino Efthimiou is a Certified Financial Planner® with 21 years of experience in the financial services industry. He is currently a principal at Delta Wealth Advisors LLC and previously worked at Wealth Advisory Solutions, LLC, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. Delta Wealth Advisors serves high-net-worth and accredited individuals as well as business entities, providing discretionary portfolio management, financial planning, and business advisory services. The firm employs a combination of modern portfolio theory and fundamental, charting, and cyclical analysis to manage tailored investment strategies, including the use of ETFs, sub-advisors, options, and private alternative investments.

Walter Koon Jr. is a CFA® charterholder with 22 years of industry experience. He is currently an advisor at Koon Financial Planning & Consulting, where he has worked since 2010. Outside of his financial advisory work, he is involved in a commercial office leasing business. Koon Financial Planning & Consulting serves individuals, trusts, estates, and small charitable foundations by providing comprehensive financial planning and investment management. The firm employs a top-down asset allocation approach, combining fundamental and technical analysis, and offers both discretionary and non-discretionary account management with attention to client-imposed investment restrictions.