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.

Robert Caird is a CFP® and holds a Series 66 license, with three years of experience in the financial advisory industry. He previously worked at GBC Wealth Management for nine years before founding Caird Family Wealth Management in Greenfield, IN. Caird Family Wealth Management is an independent, fee‑only advisory firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm provides comprehensive wealth management and financial planning services, combining modern portfolio theory with fundamental and technical analysis to create customized investment strategies within a wrap fee program.

Richard Hirtle is a Series 65-licensed financial advisor at Plan Wise Wealth Group, LLC in Indianapolis, Indiana, with one year of industry experience. He previously worked at RA Wealth Group and is co-owner of RA Marketing, a marketing business he has been involved with since 2016. Plan Wise Wealth Group is an independent, single-advisor registered investment adviser serving individuals and high-net-worth clients through discretionary and non-discretionary asset management, financial planning, and consulting. The firm employs personalized investment strategies based on client goals and risk tolerances, utilizing a range of analytical approaches and, when appropriate, 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.

Linda Zimmermann is a CFP® professional with 19 years of experience, operating Linda Zimmermann Financial Planning and Counseling in Greenfield, IN as a sole practitioner since 1985. In addition to her financial advisory work, she manages a 465-acre farm in Illinois, dedicating part of her time to farm-related responsibilities. Her firm provides financial planning and discretionary investment management services to individuals, couples, and trusts, focusing on retirement income planning, education funding, debt reduction, and budgeting. The practice is noted for its hourly billing combined with discretionary management and uses personalized asset-allocation models with a preference for no-load mutual funds in smaller accounts.

Kevin Lewis is the sole advisor at Lewis Wealth Management, LLC in Carmel, IN, holding a Series 65 designation with 11 years of industry experience. He previously worked at Teeple Wealth Management and spent two decades at Boehringer Ingelheim Pharmaceuticals, Inc. Lewis Wealth Management serves individuals, high-net-worth clients, and employer plan sponsors by providing tailored investment management, financial and business planning consulting, and advisement for held-away retirement accounts. The firm offers both discretionary and non-discretionary portfolio management using a combination of passive and active strategies and provides corporate plan-level consulting, including participant education and plan administrator support.

Tod Utter is the principal of I4 Advisors LLC in Indianapolis, IN, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in his advisory firm since 2011. In addition to his advisory work, he owns and operates a CPA firm, UK CPA Group, providing tax preparation and small business accounting services. I4 Advisors provides investment supervisory services and financial planning to individual clients, corporate/business clients, and pension or profit-sharing plan accounts. The firm customizes portfolios based on individual client risk tolerance and objectives, offering both discretionary and non-discretionary management across a range of investment vehicles and strategies.

Bradley Herndon is a CFA® charterholder and principal of Herndon Investment Management, LLC in Greenfield, IN, with 4 years of advisory experience and over 20 years at GBC Banking Company. He leads the firm as its sole advisor. Herndon Investment Management provides discretionary investment management and portfolio construction services to individuals, estates, trusts, charitable organizations, and endowments. The firm combines fundamental, valuation, and technical analysis to guide asset allocation and security selection, focusing on long-term returns and risk management.

Gregory Wilson is the sole advisor at G.M. Wilson Private Wealth Management Group in Fishers, Indiana. He holds Series 63 and Series 65 designations and has 23 years of industry experience. Wilson has worked at Traderight Securities, Inc. since 2004. His firm provides portfolio management and written financial planning services to individuals and high-net-worth clients, operating primarily on a non-discretionary basis with client approval required for trades. The investment approach emphasizes conservative asset allocation, large-cap dividend-paying stocks, dollar-cost averaging, and sector diversification through ETFs.

Alex Perkins is an Indianapolis, IN fee-only financial advisor, located in Fishers, IN, serving clients locally and across the country. We believe the purpose of Financial Planning is to help you use, manage, and direct your resources towards what matters most. We do our best work for three distinct groups of people: 1. We help retirees turn their life savings into a reliable income stream while also minimizing their lifetime tax burden. 2. We help business owners think through separating their personal financial situation with their business’ and either prepare for a sale or transition to the next generation. 3. We help high net worth families avoid or significantly mitigate a brutal 40% estate tax by proactively coordinating with estate planning attorneys to implement advanced planning strategies. I am a CERTIFIED FINANCIAL PLANNERTM professional, board member of the Rotary Club of Fishers, member of the Estate Planning Council of Indianapolis, and member of NAPFA, the National Association of Personal Financial Advisors. Members of NAPFA must abide by a strict fiduciary standard and are fee-only financial advisors. I live in Fishers, Indiana yet help families like you all around the country. I am married and have three beautiful children: two boys and a girl. My personal attention to helping you plan and to make smart financial decisions will give you peace of mind. That’s why I used the words “Wealth Advantage” in naming my business since I am confident my services will provide you with an advantage over other financial advisory firms.

Clay Brooks is a CFP® professional with 17 years of industry experience. He is the president and sole advisor at Abound Wealth Strategies in Indianapolis, IN. His prior roles include positions at Great Point Capital, International Assets Advisory, and J.P. Morgan Securities. Brooks is also a licensed life insurance agent and provides paid tax preparation services for clients. Abound Wealth Strategies offers portfolio management, financial planning, and investment analysis to individuals, trusts, estates, charitable organizations, and employee benefit plans. The firm employs tailored investment strategies that may include model portfolios, asset allocation approaches, and a variety of investment vehicles, while also providing pension consulting and participant education services.

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.

Kelli Ellison is a financial advisor at Panoramic Financial Planning in Carmel, IN, with 11 years of industry experience. She holds a Series 65 designation and has been with Panoramic Financial Planning since 2016. Panoramic Financial Planning is an independent, fee-only firm serving a limited number of individual and business clients. The firm offers comprehensive financial planning, discretionary portfolio management, and income tax preparation, primarily utilizing passive investment strategies with diversified portfolios of index mutual funds and ETFs.

Michael Wright is a financial advisor with Foresight Wealth Advisory, LLC in Indianapolis, IN, holding Series 65 and Series 63 licenses and having 11 years of industry experience. He is also the managing member of Foresight Marketing, LLC, a business loan brokerage firm, 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 integrates fundamental and technical analysis with modern portfolio theory, using both passive and active investment vehicles, and includes due diligence and monitoring of recommended outside managers as part of its services.

Wendee Maniago is a financial advisor at RASP Wealth Solutions, LLC with 18 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 14 years and Merrill for one year. Outside of finance, she is an officer of Maniago Enterprises, LLC, a non-investment-related business. RASP Wealth Solutions offers personalized financial planning and investment management services to individuals, high-net-worth clients, and institutional entities. The firm’s investment approach combines fundamental, quantitative, and technical analysis, with a focus on long-term orientation while accommodating shorter-term trades as needed.

Jeffrey Sturgis is a CFP® with 21 years of industry experience, currently serving at Brightstone Advisors LLP since 2009. He has a background that includes longstanding roles at Forum Private Client Group, Linsco/Private Ledger Corp., and his own entities, Sturgis Private Client Group LLC and Sturgis CPA Group LLC. Outside of his advisory work, he is the 100% equity owner and managing partner of Brightstone CPA’s LLP, a public accounting practice. Brightstone Advisors serves individual and high-net-worth clients, offering portfolio management, family office services, and financial planning. The firm emphasizes long-term, diversified portfolios with tax-aware management and integrates accounting and tax services through its affiliated public accounting practice.

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.