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.

Brian Robinson is a financial advisor at Snowbird Financial LLC in Indianapolis, IN, with 18 years of industry experience. He holds a Series 66 designation and has operated Robinson Insurance LLC since 2012, where he serves as president and is licensed to sell various insurance products. Additionally, he has worked for the City of Bloomington since 2010. Snowbird Financial LLC is an independent advisory firm serving individuals, trusts, estates, and business entities. The firm manages approximately $29.5 million across about 177 client relationships, offering discretionary portfolio management, written financial planning, and access to insurance products through its principal’s insurance license.

Michael Wright is a financial advisor with Foresight Wealth Advisory, LLC in Indianapolis, IN, holding Series 65 and Series 63 designations and bringing 11 years of industry experience. Prior to founding Foresight Wealth Advisory, he worked at OneAmerica Securities, Inc. and Osaic FA, Inc. In addition to his advisory role, Wright manages a business loan brokerage through Foresight Marketing, LLC 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 combines fundamental and technical analysis with modern portfolio principles, employing both passive and active investment vehicles tailored to client risk tolerance and objectives.

Andrew O'Donnell is the principal and sole advisor at O'Donnell Portfolio Management, Inc. in Indianapolis, IN. He holds the Chartered Financial Analyst (CFA) designation and has 26 years of industry experience, including three years at Wealth Planning & Management, LLC. O'Donnell's background also includes trust administration. O'Donnell Portfolio Management, Inc. provides personalized, fee-only discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, small businesses, and nonprofit and charitable organizations. The firm manages approximately $32 million across about 145 accounts, employing strategies that include long-term holdings, shorter-term trading, and covered-call writing, while utilizing charting, fundamental, and economic-cycle analysis.

Jason Werner is a financial advisor at Werner Financial in Indianapolis, IN, with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at multiple firms including Parkland Securities, LLC. Outside of his advisory role, he owns BEAST Performance, an athletic training company focused on speed and agility for young athletes. Werner Financial provides discretionary and non-discretionary asset management, financial planning, and bookkeeping services to individuals, trusts, estates, corporations, and ERISA-qualified retirement plans. The firm customizes portfolios based on client goals, time horizons, and risk tolerance, employing fundamental and technical analysis alongside documented investment policy statements and regular monitoring.

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.

Neal Clements is a financial advisor at Pile Wealth Management in Indianapolis, IN, holding the PFS™ designation and Series 65 license with 17 years of industry experience. He has been with RJP Investment Advisors, LLP d/b/a Pile Wealth Management since 2009 and previously worked at RJ Pile & Company, LLC d/b/a Pile CPAs for over 30 years. Pile Wealth Management provides discretionary investment management, financial planning, and oversight of third-party advisers to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a risk-based approach grounded in Modern Portfolio Theory and manages a diverse range of assets while conducting regular portfolio reviews.

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.

Kenneth Skarbeck is a CFA® charterholder with 27 years of industry experience. He has been with Aldebaran Capital, LLC since 1999. The firm is a fee-only, SEC-registered investment adviser that manages individual-stock portfolios for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporations. Aldebaran Capital follows a fundamental, value-oriented investment approach based on Benjamin Graham’s principles, focusing on margin of safety and long-term appreciation through selective equity purchases, with most accounts managed on a discretionary basis.

Mark Durham is a financial advisor with Investment Advisors of Indianapolis, Inc., holding a Series 63 designation and 26 years of industry experience. He has been with the firm since 1990. Outside of his advisory role, he is a minority owner of Red Cobra Wrestling Academy and hosts an annual wrestling tournament each February. Investment Advisors of Indianapolis, Inc. provides fee-based portfolio management and investment supervisory services for individuals, trusts, corporate pension and profit-sharing plans, and not-for-profits including churches. The firm follows a long-term, value-oriented investment approach based on Benjamin Graham–style analysis, focusing on intrinsic value and a margin of safety when evaluating equities and fixed income.

Gregory Brewer is a Series 66 credentialed advisor with 23 years of industry experience. He has worked at Cornerstone Financial Services since 2011 and currently serves as a partner at Cornerstone Advisory, LLC. Outside of his financial advisory work, Brewer is a member of the McCordsville, Indiana Town Council, where he participates in local governance. Cornerstone Advisory provides financial planning, asset and portfolio management services to individual clients, including high net worth households, and employer-sponsored retirement plans. The firm offers both discretionary and non-discretionary management, utilizing fundamental and technical analysis along with modern portfolio theory principles.

James Johnson is a financial advisor with CADE Group, Inc. in Carmel, Indiana, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with CADE Group since 2000 and also operates James Johnson Insurance Services, which he has managed since 1988. CADE Group, Inc. provides advisory services to individuals, pension and profit-sharing plans, and institutional clients, including government entities. The firm offers financial planning, portfolio management through wrap programs, and pension consulting, utilizing a variety of analytical methods and tailoring portfolios to client objectives and risk tolerance.

David Page is a Series 65-licensed advisor at Marian Investor Coaching, Inc. with one year of experience in the financial industry. Prior to joining Marian Investor Coaching, he held roles at several technology and energy companies including ZoomInfo Technologies LLC, HubSpot, Inc., Salesforce, and Exxon Mobil. Marian Investor Coaching, Inc. offers investor coaching and co-advisory referral services, preparing Portfolio MRI reports and directing client investments to unaffiliated money managers for ongoing portfolio management. The firm emphasizes investor education and advisor selection rather than acting as a traditional portfolio manager.

Debra Spencer is a financial advisor at Spencer Financial Strategies in Indianapolis, IN, with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors, Inc. and Thurston Springer Miller Herd & Titak, Inc. Outside of advisory services, she is an independent insurance agent specializing in life and long-term care insurance and owns a real estate brokerage firm. Spencer Financial Strategies serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $17 million in discretionary assets. The firm employs a blend of fundamental, technical, and cyclical analysis to create diversified portfolios and provides both discretionary investment management and non-discretionary consulting services.

Cameron Gardner is a financial advisor at Crown Haven Wealth Management in Carmel, IN, holding a Series 65 credential and with approximately one year of industry experience. His prior roles include positions at Aegis Wealth Management, Capital Financial Advisory Group, and several insurance firms. Gardner is also an insurance agent, dedicating significant time to that business alongside his advisory role. Crown Haven Wealth Management serves primarily individual clients by referring them to third-party investment advisers rather than managing assets directly. The firm evaluates and monitors these third-party managers to align with clients’ financial goals and risk tolerance, and it operates with a notable emphasis on insurance services integrated with its advisory offerings.

Kenneth Blickenstaff is a CFA® charterholder and holds a Series 63 license with 10 years of experience in the financial industry. He has been with Titan Investment Management LLC since 2017 and previously worked at Geneva Advisors from 2014 to 2017. Outside of his advisory role, he is a managing partner of Pawnee Investments LLC, where he oversees residential real estate property valuations and financing. Titan Investment Management LLC provides discretionary and non-discretionary portfolio management primarily to individual and high-net-worth clients, as well as institutional accounts. The firm customizes Investment Policy Statements and employs a multifaceted investment approach that includes fundamental, quantitative, and technical analysis.

Brian Turpin is a financial advisor at Turpin & Associates Inc in Indianapolis, IN, with eight years of industry experience and a Series 65 designation. He is also the owner of NBT Consulting LLC, a business focused on financial planning using insurance-related products, tax return preparation, and insurance sales. Turpin & Associates Inc provides discretionary investment management and targeted financial advisory services to a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and pension plans. The firm employs a consistent investment policy tailored to each client and integrates technical, cyclical, and fundamental research in its portfolio management.

Mark Hildebrand is a CFP® professional with 18 years of industry experience, currently serving at Nearside Advisors, LLC since 2026. His prior roles include positions at Holistic Financial Partners, LLC, Raymond James & Associates, and Ronald Blue & Co., LLC. Nearside Advisors, LLC is an SEC-registered investment adviser that provides discretionary investment management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm employs a passive investment approach using index mutual funds and ETFs, with integrated financial planning covering a broad range of client needs.

Michael Winslow is a financial advisor with Pile Wealth Management in Indianapolis, holding the PFS™ designation and Series 65 license, and has 26 years of industry experience. He has been with the firm and its affiliated CPA company, RJ Pile & Company, since 1990, serving as a director at the CPA firm where he manages client relationships and leads strategic initiatives. 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 investment approach grounded in Modern Portfolio Theory, utilizing a diversified mix of mutual funds, ETFs, stocks, bonds, and other securities.