Joshua Walker is a financial advisor at Wright Planning, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Wright Planning since 2023. Outside of his advisory role, he is a Product Manager at Kamar Products, Inc., a position he has held since 2002. Wright Planning serves individual and corporate clients by providing integrated financial planning alongside portfolio management. The firm employs a combination of fundamental and technical analysis within a Modern Portfolio Theory framework and offers various planning engagements without standalone investment management.

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.

Brandon Gregg is a Certified Financial Planner® with 11 years of industry experience. He is currently a principal at BBK Wealth LLC, where he has worked since 2021, and has also been associated with Fifth Third Securities since 2015. Outside of his advisory work, he holds a one-third ownership in Property Genesis LLC. BBK Wealth LLC provides advisory services to individuals, small businesses, and high-net-worth clients, specializing in discretionary portfolio management, financial planning, and advisory consulting. The firm offers tailored investment strategies with an emphasis on ETF-based allocations and includes dedicated cryptoasset planning and management alongside traditional wealth management.

Rone Davis is a CFP® and ChFC® credentialed financial advisor with 24 years of industry experience. He is the principal at Daviman Financial, LLC in Noblesville, IN, where he has worked since 2016. His prior work includes roles at ReJoyce Wealth Management LLC and his own sole proprietorship, along with involvement in trust services and insurance brokering. Outside of his advisory work, he serves on the boards of nonprofit organizations focused on housing for people with disabilities and professional training for tax professionals. Daviman Financial serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering comprehensive financial planning, investment management, and retirement plan consulting. The firm manages approximately $234 million for around 190 clients, utilizing both discretionary and non-discretionary portfolio services with a structured client process that includes written financial plans and ongoing reviews.

I work to help folks manage their wealth and the way they think about it... I am an Indy-based financial advisor and founder of BBK Wealth. I grew up on the border of NY and PA  in “the valley” and later in the finger lakes region where his parents still live.  Seneca Lake is his proud home. Why Indiana? I attended Notre Dame to earn my degree in Finance and then my masters in Education. Now – me and my wife, Maggie,  have 4 kids (KCMT) and a great dog named Winnie. BBK is a wealth management company that serves families. We all have families, some BIG. We want to see them all live in retirement with pride, dignity, and financial security. We NEVER want anyone to be harmed or left out in the cold because they did not trust the right team to manage their wealth. We’re passionate about that. We are committed to that.

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.

Daniel Lubs is a CFP® professional with five years of experience, currently serving at Integrated Investment Strategies, Inc. He has worked in engineering and operations consulting at DAL Corp Services and has provided technical advisory support for a compressor manufacturing company. Lubs also holds a board member role at Integrated Investment Strategies, Inc., where he participates in financial and business oversight. Integrated Investment Strategies, Inc. offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs an academically based, passive investment approach and manages approximately $104 million for about 156 clients.

He helps you WIN in your finances. Tim Woodward is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Kingdom Advisor (CKA®) and a number-cruncher to the core. He joined the industry after a successful “first” career in engineering at Ford Motor Company and Toyota Industries. He fell in love with personal finance during his MBA coursework at the University of Michigan. The transition to the wealth management industry appealed to him because he could crunch numbers and solve analytical challenges for people instead of parts. Tim’s dedication to his clients and ability to deliver results was quickly noticed as he became Partner of another wealth management firm in just 3 years that served 150 households and managed over $250 million in assets! Tim’s commitment to putting his clients' interests first has been the cornerstone of his success. He firmly believes that everyone is on their own financial journey, and he is dedicated to helping them navigate the complexities of their finances to reach their goals. He is passionate about analyzing numbers and translating the data into simple, plain English so that clients can confidently make decisions. After a decade of serving clients, Tim felt called to launch his own firm alongside his wife, Alexis, where they could provide a more high-touch, full-service offering to families and business owners. They knew there was a major need from business owners looking for help understanding their finances and growing a profitable business. And no other wealth management firm was helping business owners to this extent while also prioritizing customer service. With the help of their incredible team, they are now able to offer business advisory services that are designed to help business owners increase their profit and cash flow. Together, Tim and Alexis have built a virtual family office that provides personal advisory and business advisory services to clients virtually all over the country. Tim loves spending quality time with Alexis and their sons Conner and Christian, serving in his church, CrossFit, and being outdoors. Ready to take control of your finances? Contact Tim at [email protected] or visit www.blendwealth.com to schedule a Right Fit meeting.

Brendan Crews is a financial advisor at Daviman Financial, LLC with 14 years of industry experience. He holds the CFP® designation and has previously worked at New York Life, Nylife Securities LLC, and Eagle Strategies. Outside of his advisory role, he is also an insurance broker appointed with outside carriers for brokering non-registered insurance products. Daviman Financial serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing comprehensive financial planning, investment management, and retirement plan consulting. The firm manages approximately $234 million for about 190 clients, offering discretionary and non-discretionary portfolio services that incorporate a range of investment approaches including strategic and tactical asset allocation.

James Miller is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Blend Wealth since 2025. His prior experience includes roles at OSAIC and Signator Investors, Inc. Blend Wealth serves individual and family clients, including high-net-worth and business-owner households, as well as employer-sponsored retirement plans. The firm employs a passive, Modern Portfolio Theory–based investment approach and provides integrated wealth management, family office services, and retirement plan consulting.

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.

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.

Michael Mathioudakis is a financial advisor with Genesis Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He is the sole owner and managing member of Genesis ESOP Advisors, LLC, which provides employee stock ownership plan trustee services. Additionally, he works as an independent insurance agent. Genesis Advisors LLC offers investment management, financial planning, and employer-sponsored plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm typically implements portfolios through a passive approach using index mutual funds and ETFs, supported by fundamental analysis, and manages approximately $121 million for about 124 clients.

Alexis Woodward is a CFP® professional with five years of industry experience, currently serving at Blend Wealth in Indianapolis, IN. Prior to joining Blend Wealth, Alexis worked at Market Street Wealth Management Advisors LLC for four years. She is also the co-founder and CEO of Blend Wealth Accounting LLC, an accounting firm offering tax planning, preparation, and related services. Blend Wealth provides fee-only investment management, integrated wealth management, and retirement plan consulting to individual and family clients, including high-net-worth and business-owner households. The firm follows a passive, Modern Portfolio Theory–based approach, constructing diversified portfolios primarily with index mutual funds and ETFs tailored to clients' goals and risk profiles.

Bradley Graber is a CFP® professional with 21 years of experience in financial advising. He has been with Genesis Advisors, LLC since 2009. In addition to his advisory role, he works as an independent insurance agent. Genesis Advisors provides investment management, financial planning, and employer-sponsored plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $121 million in assets and typically employs a passive investment approach using index mutual funds and ETFs, combined with fundamental analysis.

Charles Werckenthien is a ChFC® credentialed financial advisor with 35 years of industry experience. He is currently a principal at SecurEstate Financial Services Inc., where he has worked since 2020, following five years at Cambridge Investment Research. Werckenthien is also the owner and president of SecurEstate Financial Services, an RIA focused on investment advice, asset management, and financial planning. SecurEstate Financial Services provides advisory services to individual and high-net-worth clients, offering ongoing portfolio management, financial planning, and the selection of third-party advisers. The firm employs a long-term investment approach that integrates fundamental analysis, modern portfolio theory, and quantitative analysis across various asset classes.

Willard Klink is a financial advisor at Cornerstone Advisory, LLC with 46 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with Cornerstone Financial Services, Inc. since 2011. Cornerstone Advisory serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and retirement-plan advisory services. The firm employs a comprehensive investment process that includes fundamental and technical analysis, asset allocation, and Modern Portfolio Theory, managing assets primarily on a non-discretionary basis while also providing discretionary management when authorized by clients.

Jared Johnson is a financial advisor with Genuine Wealth Advisors, LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior work includes roles at Advice and Planning Services, TIAA-Cref Individual & Institutional Services, and Genuine Wealth Management, LLC. Outside of advising, he is also employed as a sales specialist at Cisco Systems. Genuine Wealth Advisors provides discretionary and non-discretionary asset management and financial planning to individual and high-net-worth clients. The firm customizes investment programs based on client goals and risk tolerance, using a combination of fundamental and technical analysis, trading strategies, and tax-aware reviews.

Stephanie West is a financial advisor at TruEdge Asset Management LLC in Indianapolis, IN, with 10 years of industry experience. She holds Series 66 and Series 63 licenses and also serves as a Senior Consultant with Bristal Lane Group, providing operational and compliance support for the financial services industry. Her work history includes positions at Blue Diamond Securities of America, IGM Brokerage, IX Securities, Great Point Capital, SBC Wealth Management, Wallington Asset Management, David A. Noyes, and City Securities Corporation. 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 sponsored by its affiliate, truEdge Capital. The firm offers trading, operational support, reporting, billing services, and a model marketplace that features internal and third-party models as well as direct indexing.