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.

Brandon Gregg is a CFP® and holds a Series 66 license with 11 years of experience in financial advising. He has worked at Edward Jones and Fifth Third Securities before joining BBK Wealth LLC in 2021. Outside of his advisory role, he is a one-third owner of Property Genesis LLC, dedicating about 1% of his time to this venture. BBK Wealth LLC provides portfolio management and financial planning services to individuals, small businesses, and high-net-worth clients. The firm offers cryptoasset planning and investment services in addition to traditional portfolio management, using ETFs and a combination of fundamental, quantitative, and technical analyses tailored to client goals.

Katie Ross is a CFP® professional with nine years of experience in the financial industry. She has worked at firms including Schwab Private Client Investment Advisory and BKD Wealth Advisors before joining McMahan Capital Management. McMahan Capital Management provides discretionary portfolio management and investment advisory services to individuals, trusts, estates, corporations, pension and profit-sharing plans, and non-profit organizations. The firm emphasizes quality securities, diversification, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

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.

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.

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.

My passion for deep client relationships and my mission of empowering people to take control of their financial circumstances stems from my personal experiences growing up. As a 3rd generation business owner, I have experienced first-hand the implications of what it can mean to a family that does and, more importantly, does not take the proper steps to ensure financial independence. In 2007, I started my own journey as a business owner into the financial services industry with a deep desire to give people confidence in their financial strategies and the clarity to help them make important financial decisions that will affect their family’s future. Clients have chosen to work with me because they are confident in knowing that they have a trusted advocate and advisor who genuinely cares about their success, goals, and progress in life. I graduated with honors from the University of Wisconsin – Green Bay with a Bachelor of Science degree. Being a life-long learner and student of this profession, I have satisfied the rigorous educational, ethical, and experience requirements to be a CERTIFIED FINANCIAL PLANNER™ Practitioner. I live in Westfield, IN with my wife Andrea (a practicing optometrist) and our daughters Brooklyn & Courtney. Outside of work, I enjoy anything involving general aviation and spending time with my family and friends. I serve on the board of stewardship and am an active member of Advent Lutheran Church in Zionsville, IN. An accomplished marathoner, I am a proud finisher of multiple Boston Marathons and enjoy the challenge, discipline, and rewards of running marathons.

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.

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.

Kathleen Hartman is a CFP® and CFA® charterholder with 24 years of industry experience. She has been with Greenleaf Financial Group since 2006. Greenleaf Financial Group is a fee-only firm serving individuals, families, trusts, small businesses, and not-for-profit institutions. The firm emphasizes asset allocation and fundamental long-term investment strategies, managing approximately $156.2 million for about 118 clients.

Nathan Kesling is a financial advisor at Crown Haven Wealth Management in Carmel, Indiana, holding a Series 65 license with six years of industry experience. He has worked at Crown Haven in various capacities since 2019 and previously held roles at Aegis Wealth Management and Indiana Farm Bureau Insurance. Kesling is also licensed as a life, accident, and health insurance agent. Crown Haven Wealth Management serves approximately 394 individual households by referring clients to third-party registered investment advisers rather than directly managing assets. The firm focuses on selecting and monitoring external investment managers to align with clients’ financial goals and risk profiles, combining advisory services with licensed insurance offerings.

Nicholas Catlin is a CFP® with 18 years of industry experience, currently serving as an advisor at CBG & Company, Inc. since 2011. He holds Series 63 and Series 65 licenses. CBG & Company, Inc. advises individuals, high-net-worth clients, and retirement plans, managing approximately $252 million in discretionary assets. The firm offers portfolio management, financial planning, pension consulting, and specialized accounting and practice consulting services primarily for dental professionals.

Tyler Winkleman is a financial advisor at Catalyze Wealth Management in Carmel, IN, holding a Series 65 credential with seven years of industry experience. He also owns and operates The Law Office of Tyler J. Winkleman, providing legal services to small businesses and families. Additionally, he serves as Assistant Counsel at DFAS. Catalyze, LLC offers discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and businesses. The firm integrates investment advisory services with legal and accounting-related offerings, including in-house tax preparation, bookkeeping, and payroll, while emphasizing systematic risk management and a multi-faceted investment approach.

Dipen Mehta is a financial advisor at Helix Wealth with 10 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including INVST, Inc., Valor Capital Management, and Prosperity Capital Advisors. Outside of advising, he is involved in entrepreneurial ventures such as developing retirement planning tools through MyRetirementPlan.AI, Inc., and operates other non-investment businesses. Helix Wealth provides advisory services to individuals, high-net-worth families, business owners, trusts, estates, charitable organizations, and institutional clients. The firm offers comprehensive wealth management, multi-family office services, investment management, retirement and pension consulting, tax planning, estate support, and educational seminars, with an investment approach that integrates fundamental analysis, asset allocation, and modern portfolio theory.

Thomas Kopelman is a financial advisor at AllStreet Wealth with seven years of industry experience. He holds a Series 66 designation and has worked with firms including Thrivent Financial and Eli Lilly and Company. Kopelman is co-owner of AllStreet Academy LLC, an educational business that develops courses and templates for individuals and advisers. He also hosts a podcast and leads the advisor council for Wealth.com, an estate planning software company. AllStreet Wealth is an SEC-registered advisory serving individuals, high-net-worth clients, and business owners with comprehensive financial planning and discretionary investment management. The firm emphasizes long-term, passive, buy-and-hold portfolios anchored in asset allocation and Modern Portfolio Theory, offering tailored planning and investment solutions including business-owner succession and equity compensation considerations.

Timothy Luker is a financial advisor at Brightstone Advisors LLP with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously been affiliated with Primerica Financial Services and Primerica Advisors. Outside of his financial career, he is the managing member and owner of Lapel's Ice Cream Plus, LLC. Brightstone Advisors serves individual and high-net-worth clients, offering portfolio management, family office services, and financial planning. The firm employs a long-term, diversified investment approach and integrates tax services through an affiliated registered public accounting practice.

Kimberly Custer is a financial advisor at Canterbury Investment Management, LLC with 12 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Canterbury Investment Management since 2003 and Wealth Advisory Solutions, LLC since 2017. Canterbury Investment Management provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, select corporations, and certain investment company and adviser clients. The firm’s investment approach utilizes a market-state “Thermostat” model that incorporates trends, volatility measures, and short-term indicators to guide allocations, primarily through ETFs and mutual funds.

David Hobbs is a CFP® professional with 18 years of industry experience and currently leads Hobbs Wealth Management, LLC since 2022. His prior experience includes roles at Wealth Advisory Solutions, Charter Advisory Corporation, Linsco Private Ledger, and LPL Financial. In addition to advisory services, he provides term insurance for existing clients outside of his RIA activities. Hobbs Wealth Management is an SEC-registered investment adviser managing approximately $146.7 million in discretionary assets. The firm serves individuals, pension and profit-sharing plans, and corporate entities, employing a combination of fundamental analysis, modern portfolio theory, and quantitative methods to develop customized investment policies and asset allocations.

Thomas Hardin is a Certified Financial Planner® with 27 years of industry experience. He has been with Canterbury Financial Group, LLC since 2003. Hardin holds Series 63 and Series 65 licenses. Canterbury Investment Management, LLC provides discretionary portfolio management and financial planning to individual and corporate clients, including high-net-worth individuals. The firm manages an affiliated mutual fund and offers sub-advisory services to other registered investment advisers, using a market-state approach to guide allocation changes through its Canterbury Portfolio Thermostat ETF Strategy.