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.

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.

Steven Heinekamp is a CFP® and ChFC® with 32 years of industry experience. He is the principal of Heinekamp Financial Planning & Tax Service LLC in Brownsburg, IN, and has worked in financial planning and tax services since 1991. He also prepares business and individual tax returns as part of his practice. Heinekamp Financial Planning & Tax Service primarily serves individual clients, small businesses, and exempt organizations, offering comprehensive financial planning, investment management, retirement and estate planning, insurance analysis, and year-round tax preparation. The firm uses classic financial-planning models and integrates tax analysis into its planning, with periodic reviews and a focus on asset allocation tailored to clients’ life stages and risk tolerance.

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.

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.

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.

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.

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.

Burton Street is a financial advisor at Trust Investment Advisors with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Robert W. Baird and RBC Capital Markets Corporation. He has been with Trust Investment Advisors in various capacities since 2020. Trust Investment Advisors manages discretionary portfolios and provides comprehensive financial planning for individuals, families, business owners, charitable organizations, and other professional advisors. The firm offers model-portfolio management using fundamental and technical analysis, with strategies including options and preferred-stock income programs, and emphasizes regular account reviews and reporting.

Richard Feely is a Series 65-licensed advisor with Womack Investment Advisers, Inc., based in Indianapolis, IN. He has 17 years of industry experience and has been with Womack since 2009. In addition to his advisory role, Feely is a physician and president of multiple healthcare-related businesses, including an osteopathic medical practice and a concierge medicine service, as well as an online test preparation company for acupuncture and Oriental Medicine licensing exams. Womack Investment Advisers is a fee-based team with four advisors managing approximately $76 million for about 167 clients. The firm serves individuals, small businesses, pension and profit-sharing plans, trusts, and charitable organizations, using a combination of fundamental and technical analysis, risk-profiling tools, and a multi-fund manager approach to construct and manage portfolios.

Marc Caskey is a financial advisor at Pile Wealth Management with one year of industry experience. He holds the PFS™ designation and has prior experience as a partner at RJ Pile & Company, LLC, a public accounting and CPA firm, where he has worked since 2019. 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 approach grounded in Modern Portfolio Theory and manages diversified portfolios with a focus on semiannual reviews and discretion in trading.

Michael Heinekamp is a CFP® professional with 15 years of experience in financial advising. He has been with Heinekamp Financial Planning & Tax Service LLC since 2016 and is also involved with SCH Enterprises Inc. outside of his advisory work. Heinekamp Financial Planning & Tax Service primarily serves individual clients, small businesses, and exempt organizations, offering comprehensive financial planning, investment management, retirement and estate planning, insurance analysis, and year-round tax preparation. The firm uses classic financial-planning models with basic asset allocation tailored to client circumstances and integrates tax analysis into its advisory services.

Douglas Macomber is a financial advisor with CADE Group, Inc. in Carmel, IN, holding Series 63, Series 65, and Series 66 credentials and bringing 29 years of industry experience. His previous roles include positions at Edward Jones, DWS Distributors, Inc., and Van Kampen Advisors Inc. He has worked at CADE Group, Inc. and Raymond James Financial Services since 2026. CADE Group, Inc. provides investment advisory, portfolio management, modular financial planning, and pension consulting services to individuals, employee benefit plans, trusts, estates, charitable organizations, corporations, and government entities. The firm combines fundamental, technical, and modern portfolio theory methods tailored to client objectives and risk profiles, with a notable focus on pension consulting and service to state and municipal clients.

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.

Ryan Fuhrmann is the principal of Fuhrmann Capital in Indianapolis, IN, and holds the CFA® designation with 16 years of industry experience. He has led Fuhrmann Capital since 2007. Outside of his advisory role, he operates a boutique gift basket website in Carmel, Indiana. Fuhrmann Capital provides discretionary and limited non-discretionary investment management and integrated financial planning to individuals, high-net-worth clients, trusts, corporations, and pension plans. The firm employs a tax-aware, long-term buy-and-hold investment strategy focused on U.S. equities with a bottoms-up, intrinsic-value approach and manages approximately $56 million in discretionary assets.

Douglas Purdy is a financial advisor at MackHouse Capital with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with MackHouse Capital since 2015, having prior experience at Securities America Inc. since 2009. MackHouse Capital provides investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities on a fee-only basis. The firm employs an asset-allocation approach focused on market efficiency and diversification, managing approximately $5.4 million across discretionary accounts.