Mychal Eagleson is a CFP®-certified financial advisor with 12 years of industry experience. He has worked at An Exceptional Life Financial, LLC since 2017 and previously held roles at BKD Wealth Advisors, LLC, Schwab Wealth Advisory, and Eagleson Financial Planning. Eagleson also serves as an instructor for the CFP® education program through Dalton Education. An Exceptional Life Financial serves individuals, families, high-net-worth clients, small businesses, and educational institutions, offering comprehensive financial planning, investment management, tax preparation, and employee benefit plan consulting. The firm employs a combination of passive and active investment strategies and provides ongoing portfolio supervision along with educational seminars and integrated tax services.

M Warren is a Certified Financial Planner® with 25 years of industry experience, currently serving at Wealth Advisory Solutions, LLC. He has previously worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wealth Advisory Solutions, LLC provides financial planning, investment consulting, and asset management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a structured process that includes a detailed fact-finding session, written financial plans, and investment policy statements, implementing strategies through both discretionary and non-discretionary accounts with a blend of fundamental and technical analysis.

Alexander Kiritschenko is a financial advisor at Storen Financial with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Brass Tax Wealth Management, LPL Financial, and OneAmerica Securities. Outside of finance, he owns and operates a graffiti removal business. Storen Legacy Partners, LLC provides portfolio management, retirement plan consulting, and financial planning services to institutional and pooled-investment clients. The firm employs both discretionary and non-discretionary investment management and integrates in-house oversight with third-party manager selection and monitoring.

Charles Skinner is a CFP® professional with 22 years of experience in the financial industry. He is currently with An Exceptional Life Financial, LLC, where he has worked since 2021. His prior experience includes roles at Watermark Wealth Management, LLC, Summit CPA Group, and his own firm, Skinner Financial Services. An Exceptional Life Financial serves individuals, families, high-net-worth clients, small businesses, and educational institutions, offering comprehensive financial planning, investment management, tax preparation, and employee benefit plan consulting. The firm constructs individualized investment plans using a mix of passive and active strategies and provides ongoing portfolio supervision.

James Biggs is a financial advisor at Storen Financial with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at LPL Financial, Brass Tax Wealth Management, and INVEST Financial Corporation. Biggs is also involved with Storen Legacy Partners, where he provides advisory services. Storen Legacy Partners, LLC is a multi-advisor registered investment adviser managing approximately $438 million for individuals, trusts, retirement plans, and corporate clients. The firm combines fundamental and technical analysis with modern portfolio theory to offer actively monitored portfolios using a range of investment strategies and third-party money managers.

Julian Zavala is a financial professional with 14 years of industry experience, currently affiliated with AdvisorNet Wealth Partners. He holds a Series 66 designation and has worked at firms including Cetera and FSA Advisors, LLC. Zavala is also involved as a co-owner of FSA Advisors, where he provides financial planning and consulting services. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement consulting services to individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolio construction using multiple asset classes and manages accounts through discretionary and non-discretionary arrangements.

Nicholas Key is a financial professional with 11 years of industry experience, currently affiliated with AdvisorNet Wealth Partners in Carmel, IN. He holds Series 63 and Series 65 licenses and has held roles at firms including APEX Wealth Services LLC, Cetera, and FSA Advisors, LLC. He is also co-owner of FSA Advisors, LLC, where he focuses on financial planning and consulting. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm utilizes diversified portfolios including equities, fixed income, mutual funds, and ETFs, and offers both discretionary and non-discretionary management services.

John Michel III is a financial advisor with Advisory Services Network who holds Series 63, Series 65, and Series 66 licenses and has 25 years of industry experience. His prior roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors, where he worked for a combined 21 years. Advisory Services Network is a multi-team firm that provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent investment adviser representatives. The firm offers a range of discretionary and non-discretionary portfolio management and consulting services tailored to clients’ objectives and risk tolerances.

Dexter Mccormick is a financial advisor at Alphastar Capital Management with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at multiple firms, including M. S. Howells & Co and TLG Advisors Inc. Outside of his advisory roles, he manages farmland operations through partnerships in property management and serves as CEO of an insurance marketing organization. Alphastar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches through proprietary model portfolios and advisor-directed models, utilizing various asset types and third-party portfolio construction tools.

Patrick Hoehne is a CFA® charterholder with 14 years of industry experience. He has been with Waverly Advisors, LLC since 2024, previously working for 12 years at Centerpoint Wealth Management. Patrick holds a Series 65 license and is based in Zionsville, Indiana. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles, with approximately 224 advisors and $29.9 billion in assets under management. The firm offers discretionary and non-discretionary portfolio management that integrates traditional equity and fixed-income strategies with alternative and private-markets allocations.

Felipe Baeza Correa is a financial advisor at Gradient Investments, LLC with two years of industry experience. He holds a Series 65 designation and has held roles at Civitas Holding, Inc., Civitas Financial LLC, and other related firms. Outside of advisory work, he serves as a finance manager at Caris Financial Holdings, where he supports profit optimization and financial forecasting through automated reporting. Gradient Investments, LLC provides discretionary investment management to a broad client base including individuals, institutions, and charitable organizations. The firm uses a proprietary investment framework and offers a variety of model and custom portfolios managed on a discretionary basis.

Arielle Williams is a financial advisor with Gradient Advisors, LLC, holding a Series 65 credential and four years of industry experience. Her prior roles include positions at American Senior Benefits and Bankers Life. She serves as president of Royal Neighbors, a nonprofit organization, in addition to her advisory work. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, utilizing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio management.

Eric Geary is a financial advisor at Waverly Advisors, LLC with 10 years of industry experience. He holds the Series 65 designation and previously worked at Centerpoint Wealth Management, LLC and Column Capital Wealth Management. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations and provides investment management, financial planning, retirement plan consulting, and multi-family office services.

Joshua Helvie is a financial advisor with Vanderbilt Advisory Services in Zionsville, IN, holding Series 63 and Series 65 licenses and 28 years of industry experience. He previously worked at LPL Financial for 18 years before joining Vanderbilt in 2026. He also operates a business under the name Helvie Financial Group. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Brian Brunner is a CFP® professional with 22 years of industry experience. He has worked at Waverly Advisors, LLC since 2024 and previously spent 23 years at CenterPoint Wealth Management, LLC. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, serving a diverse client base including non-HNW and high-net-worth individuals.

Joshua Kammerer is a financial advisor at Kingsview Wealth Management, LLC with 23 years of industry experience. He previously worked at Bank of America and Merrill from 2010 to 2020 and at Edward Jones from 2006 to 2010. Outside of his advisory role, he is involved on a limited basis with Lebanon Berg Vault, a burial vault and cemetery services company. Kingsview Wealth Management is an SEC-registered, multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm provides financial planning and wealth management through a combination of in-house investment strategies, third-party managers, and alternative investments.

Deborah Hanson is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. She holds Series 63 and Series 66 licenses and has 23 years of industry experience. Her prior work includes roles at BFC Planning, Inc. and Berthel Fisher and Company Financial Services, Inc. Deborah is also the owner of The Honey Jar, a honeybee farm in Lebanon, Indiana. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services mainly to individual and high-net-worth clients, managing approximately $906 million in client assets through a network of independent advisers. The firm offers a variety of investment platforms and strategies tailored to client needs, including discretionary and non-discretionary management and third-party money manager arrangements.

Sean Grannan is a financial advisor with Principal Financial Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Centennial Group for six years and has been affiliated with Principal Securities and Principal Life Insurance since 2016. Outside of his advisory work, he is president of Grannan Wealth Management LLC, an entity created for tax purposes and not used for client-facing activities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions, with a focus on both direct advisory programs and promoter arrangements.

Edward Watko III is a financial advisor with TLG Advisors, Inc. in Indianapolis, IN, holding a Series 63 designation and bringing 36 years of industry experience. His career includes roles at The Leaders Group Inc., M Holdings Securities, Inc., Pacific Mutual, and he also operates Mack Financial, an insurance and investment advisory business. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer platform called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

Christopher Hale is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has been with PNC Investments since 2010 and has a concurrent role at Franklin College since 2004. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital investment platform currently in an employee-only pilot phase. The firm uses algorithmic risk assessments to guide model selection and employs third-party strategists for portfolio management, with a focus on mutual funds and ETFs.