Samuel Walker is a financial advisor with Affinity Financial – The Walker Group LLC in Zionsville, IN, holding a Series 66 designation and 12 years of industry experience. Prior to founding his current firm in 2017, he worked at Northwestern Mutual from 2012 to 2017. Outside of advisory work, he is involved in real estate management through Affinity Real Estate LLC and Twenty20 Real Estate LLC. Affinity Financial – The Walker Group LLC provides portfolio management, financial planning, and retirement advice to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm manages approximately $42.1 million in discretionary assets and employs a multifaceted investment approach incorporating fundamental, quantitative, technical, and modern portfolio theory analyses.

Richard Ridenour is the Managing Member and Chief Compliance Officer of Circle City Wealth Management LLC, an independent advisory firm based in Carmel, Indiana. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, including ten years at Forum Private Client Group and fifteen years at Forum Credit Union. Circle City Wealth Management provides advisory services to individual and high-net-worth clients, offering ongoing portfolio management and financial planning. The firm employs a long-term trading approach that integrates charting, fundamental analysis, modern portfolio theory, and quantitative methods, managing all client assets in-house on either a discretionary or non-discretionary basis.

Paul Coan is a CFP® and ChFC® credentialed financial advisor with 25 years of industry experience. He has been with Sheaff Brock Investment Advisors, LLC since 2014 and is currently the sole advisor at Raton Wealth in Fishers, Indiana. Outside of advising, he is the owner, managing partner, and editor in chief of Ploutos Communication LLC, an educational publishing company. Raton Wealth is an independent registered investment adviser managing approximately $18 million for about 15 individual clients. The firm offers portfolio management alongside wealth and estate planning services, employing tailored, active strategies within ongoing client relationships.

Shaun Knoch is a financial advisor with Blackwood Investment Group, LLC in Indianapolis, IN, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Blackwood Investment Group since 2006 and is also involved with Long Term Care Benefits, Inc. and Ethos Properties, LLC. Blackwood Investment Group serves individuals, pension and profit-sharing plan sponsors, trusts, estates, charitable organizations, corporations, and other business entities, providing wealth management, financial planning, portfolio management, pension consulting, and sub-advisory services. The firm emphasizes retirement plan work and pension consulting, delivering portfolio management primarily on a non-discretionary basis with client approval required before trades are executed.

Jeremy Gates is the principal of Gates Integrated Financial & Tax, LLC, an independent advisory firm based in Westfield, Indiana. He holds Series 65 and Series 66 credentials and has six years of industry experience. Prior to founding his firm, Gates worked with several financial services companies including Cetera, Petry Wealth Management, and Delta Wealth Advisors & CPAs. He is also a licensed CPA involved in tax preparation and planning services. Gates Integrated Financial & Tax, LLC provides wealth management, financial planning, and tax preparation services to individuals, high-net-worth clients, and businesses. The firm offers discretionary portfolio management and written financial plans, combining asset allocation strategies with both passive and active investment vehicles. The firm integrates tax planning with investment management, reflecting the principal’s CPA background and its multi-function approach.

Jeffrey Binkley is the principal of Binkley Wealth Management Group LLC, an independent firm based in Avon, Indiana. He holds Series 63, 65, and 66 licenses and has 17 years of experience in the financial industry. He has led his firm since 2010. Additionally, he is a licensed insurance agent. Binkley Wealth Management Group LLC provides investment supervisory services and one-time financial planning primarily to individual clients. The firm uses a blend of charting, fundamental, technical, and cyclical analysis with both long- and short-term trading approaches, managing approximately $6.7 million in non-discretionary assets.

Kyle Musleh is the sole advisor at Musleh Wealth Management LLC in Carmel, IN, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at Brass Tax Wealth Management, LPL Financial, and managing his own financial group since 2012. In addition to advisory services, he operates a non-variable insurance business under Musleh Financial Group. Musleh Wealth Management LLC provides portfolio management and investment advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs cyclical and fundamental analysis with a long-term trading approach and prepares tailored Investment Policy Statements for each client.

Michael Broderick is a financial advisor at Turtair Capital Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MCC Financial Advisors, LLC since 2009. Turtair Capital Advisors provides financial planning and investment management to high-net-worth individuals, families, business owners, and institutional entities. The firm focuses on clients with net worths above $5 million and offers a range of services including retirement, estate, college, and cash-flow planning alongside portfolio management that emphasizes asset allocation and independent manager selection.

Robert Dalzell is a financial advisor at FNEX Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Indie Asset Partners, Wells Fargo Clearing Services, and Wells Fargo Advisors. Outside of advisory work, Mr. Dalzell serves on the Board of Directors for the George4 Foundation and owns Prixmier, LLC, a non-investment-related business. FNEX Wealth serves high-net-worth individuals, families, family offices, businesses, and institutional clients with discretionary portfolio management and separately managed accounts focused on marketable securities. The firm employs a disciplined, fundamental, value-oriented investment process targeting long-term appreciation through equity securities trading below intrinsic value.

I thrive on guiding clients onto the right path and helping them navigate a smooth transition into a successful retirement. If you are struggling with questions such as: -I'm tired of working, but can I afford to retire now? -I have a pension that gives me a lump sum option. What should I do? -When should I start taking Social Security? -Most of my savings is in a retirement account that will be taxed when I withdraw from it. Is there a way to pay less in taxes? -How should I invest to protect myself during a financial crisis while still growing my portfolio enough to maintain my lifestyle or meet my income needs? Personal: I'm a recent Pickleball convert and devotee! My family and I are avid travelers and foodies. If I could visit one place again and again, it would be Granada, Spain. I don't think I would ever tire of sitting by the river, sipping wine, munching on tapas, and looking up at the magnificent Alhambra.

Mulong Wang is the principal of Erlang101 Capital Management LLC in Fishers, Indiana, with 13 years of industry experience. He holds a Series 65 designation and has led Erlang101 Capital Management since 2014. Outside of his advisory role, Wang is also the principal of I-Care Financial Corporation, an insurance agency he founded in 2006. Erlang101 Capital Management provides customized, discretionary investment management primarily for high-net-worth individuals, utilizing a combination of fundamental research, technical analysis, and global macro studies to guide portfolio decisions. The firm manages portfolios across equities, ETFs, bonds, no-load mutual funds, and derivatives, and offers performance-based fees for qualified investors alongside asset-based, fee-only arrangements.

Jason Williams is a financial advisor at Vista Wave Investments, LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at Cornerstone Wealth Partners and Thurston Springer Miller Herd & Titak, Inc. Outside of advising, he is involved in the sales of life, health, and disability insurance. Vista Wave Investments provides discretionary investment management primarily for pooled vehicles and institutional accounts, including ERISA retirement plans, operating under client-specific Investment Policy Statements and written advisory agreements.

Chi Duong is the founder and managing member of Ivy Capital Management LLC in Indianapolis, IN, with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Finalis Securities LLC and Weild & Co. Outside of his advisory role, he is involved in impact investing consulting through Kind Capital LLC and serves as Vice Chair on the board of Global Communities, a nonprofit providing humanitarian aid and microfinance. Ivy Capital Management offers portfolio management, financial planning, and consulting services to individuals, family offices, charitable organizations, corporations, and registered investment advisers. The firm employs a value-oriented, primarily long-term investment approach with allowance for tactical and special-situation positions, and incorporates ESG/SRI or impact investing criteria upon client request.

Douglas Rotman is a financial advisor at True Wealth Stewards with 25 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to his current role, he worked at Raymond James Financial Services and has operated Planner Proverbs LLC, an education and information company focused on financial topics, since 2020. True Wealth Stewards serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, providing discretionary portfolio management and comprehensive financial planning. The firm combines passive and active investment strategies informed by multiple analytical approaches and offers a formal pension consulting service uncommon among independent advisory firms.

We combine years of education, experience, and partnership with experts in their respective fields, to provide a comprehensive, ongoing wealth management experience. With so much to consider with one’s finances, we serve as a personal CFO - teaching you what you need to know and helping you implement the advice. Primary services include cash flow planning, tax planning, retirement planning, estate planning, insurance planning, education planning, charitable planning, and investment management. In addition to the more technical and quantifiable benefits of working with Gentry Financial, clients also experience accountability, objectivity, clarity, confidence, and the peace of mind that comes with knowing a professional understands their situation inside and out. Zach was drawn to the profession because of his love for people and affinity for numbers. As a CPA, he loves to dive into each client's nuanced situation to uncover opportunities to reduce taxes and optimize growth. He also recognizes and appreciates the immense trust placed in him by his clients and cherishes the depth of these relationships. Zach and his wife love serving in their local church and playing pickleball, golf, and almost any other game with their family and friends. Visit our website to learn more or contact us to schedule a free consultation.

Adam Vaal is a financial advisor at Vaal Financial, LLC in Indianapolis, holding the ChFC® designation and Series 66 license with 12 years of industry experience. His prior roles include five years at TWG Development, LLC and experience at FolioDynamix and CREA. He also provides consulting services for multifamily real estate developers through Multifamily Finance Consulting, LLC. Vaal Financial is an independent, state-registered investment advisory firm that offers discretionary portfolio management and financial planning services. The firm employs a Modern Portfolio Theory-based, long-term investment approach and serves a diverse client base ranging from individual investors to institutional and governmental entities.

James Dorsett is a financial advisor at Solid Investment Advisory LLC in Indianapolis, IN, holding a Series 65 credential with two years of industry experience. Prior to founding his advisory firm in 2023, he worked at AT&T for 23 years. Solid Investment Advisory LLC provides discretionary asset management services to individual clients, utilizing fundamental analysis to tailor investment strategies that include long-term holdings, short-term trades, and periodic rebalancing. The firm employs the Altruist custodial platform and offers quarterly account reviews while accommodating client-imposed investment restrictions.

Richard Hirtle is a financial advisor with Plan Wise Wealth Group, LLC in Indianapolis, IN. He holds a Series 65 designation and has one year of industry experience. Prior to his current role, he worked at RA Wealth Group and Able Financial Group. In addition to his advisory work, he is a co-owner of RA Marketing, a marketing business. Plan Wise Wealth Group is an independent, single-advisor firm serving individuals and high-net-worth clients with discretionary and non-discretionary asset management, financial planning, and consulting. The firm’s investment strategies integrate fundamental, technical, charting, and cyclical analysis to align with client goals, and may involve sub-advisors or co-advisors to manage portfolios.

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.

John Wagner is the sole advisor at Wagner Wealth Management LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 2002. In addition to his advisory role, Wagner serves as a FINRA arbitrator and has involvement in accounting, tax, and consulting through Wagner Financial, LLC. Wagner Wealth Management provides customized financial planning and investment advice primarily to individual clients, focusing on budgeting, retirement, insurance, estate planning, debt management, and tax services. The firm uses a fundamental-analysis approach with diversified portfolios, emphasizing client trading authority and integration of tax and compliance considerations.