Jay Lerman is a Series 65-licensed financial advisor with 19 years of industry experience. He is affiliated with Progress Alliance Investment Services and has worked at Lerman Financial Group, Inc. and First Allied Advisory Services during his career. Lerman serves as a director of the Society of Financial Services Professionals, a nonprofit organization. Progress Alliance Investment Services provides portfolio management, financial planning, and investment consulting primarily for individual clients, as well as pension plans, charitable organizations, and other small entities. The firm offers discretionary active and passive management, third-party manager oversight, and both wrap and non-wrap account programs.

Bradley Good is a financial advisor at CORE Wealth Advisors in Indianapolis, IN, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with CORE Wealth Advisors since 2011, contributing to the firm’s advisory services over the past 15 years. CORE Wealth Advisors provides investment management and financial planning to individuals, trusts, retirement plans, and small businesses, managing approximately $125 million across about 146 client relationships. The firm uses a strategic asset-allocation approach based on Modern Portfolio Theory, supplemented by tactical adjustments, and offers both growth-oriented and fixed-income model programs.

Mark Cade is a CFP® with 42 years of industry experience, currently serving as President and Advisor at CADE Group, Inc. since 1997. He has a long tenure with Raymond James Financial Services dating back to 2003 and has been involved in employee benefits through Cade & Lee since 2010. CADE Group, Inc. provides advisory services to individuals, pension and profit-sharing plans, and institutional clients, offering financial planning, portfolio management through wrap programs, and retirement consulting. The firm employs a variety of analytical methods to tailor portfolios and delivers investment management primarily via subadvisory arrangements with Raymond James & Associates.

Katharine Marvel is a financial advisor at Encircle Financial Strategies in Indianapolis, IN, with 33 years of industry experience. She holds the ChFC® and Series 63 designations and has worked at firms including National Planning Corporation and Advantage Investment Management LLC. Outside of finance, she operates a cooking blog titled "Kate is Cooking." Encircle Financial Strategies provides investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm emphasizes tailored relationships and goal-oriented plans, managing about $139 million in discretionary assets across roughly 240 client households.

Joby Norris is a financial advisor at CORE Wealth Advisors in Indianapolis, IN, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with CORE Wealth Advisors since 2011. CORE Wealth Advisors provides investment management and financial planning services to individuals, trusts, retirement plans, and small businesses, managing approximately $125 million across about 146 client relationships. The firm employs a strategic asset-allocation approach based on Modern Portfolio Theory, supplemented by tactical overlays, and offers discretionary portfolio management alongside non-discretionary financial planning and retirement guidance.

Dino Efthimiou is a Certified Financial Planner® with 21 years of experience in the financial services industry. He is currently a principal at Delta Wealth Advisors LLC and previously worked at Wealth Advisory Solutions, LLC, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. Delta Wealth Advisors serves high-net-worth and accredited individuals as well as business entities, providing discretionary portfolio management, financial planning, and business advisory services. The firm employs a combination of modern portfolio theory and fundamental, charting, and cyclical analysis to manage tailored investment strategies, including the use of ETFs, sub-advisors, options, and private alternative investments.

Michael Mccracken is a CFP® and ChFC® with 25 years of experience in the financial services industry. He is president and an investment adviser representative at MFG Wealth Management, Inc., where he has been active since 2003. Prior to and concurrent with this role, he has held positions at SagePoint Financial, Inc. and AIG American General Life Insurance Company. Outside of his advisory work, Mccracken has interests in commercial real estate ownership and life insurance sales. MFG Wealth Management provides discretionary portfolio management and financial planning services to individual clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm employs actively managed strategies that incorporate fundamental and technical analysis along with structured sell disciplines to manage risk and preserve gains.

Nicholas Finnigan is a CFA® charterholder and Series 66 licensed financial advisor with 10 years of industry experience. He has worked at Delta Wealth Advisors LLC since 2017 and previously held roles at Morgan Stanley and Morgan Stanley Private Bank N.A. He holds a 24.5% ownership stake in Delta Wealth CPA's and Advisors. Delta Wealth Advisors serves individuals, including high-net-worth and accredited investors, as well as business entities, providing discretionary portfolio management, financial planning, and business advisory services. The firm employs a combination of modern portfolio theory, fundamental and cyclical analysis, and model-based allocations, with a focus on ETFs, sub-advisors, and selective options strategies, and offers private alternative investments to qualified clients.

Jeffrey Vogel is a financial advisor at Investment Advisors of Indianapolis Inc with 29 years of industry experience. He holds the Series 63 designation and has been with the firm since 1991. Investment Advisors of Indianapolis Inc provides fee-based portfolio management and investment supervisory services to individuals, trusts, corporate pension and profit-sharing plans, and not-for-profits including churches. The firm employs a long-term, value-oriented investment approach based on fundamental analysis and Benjamin Graham–style principles, managing approximately $106 million in assets across a small client base.

Louis Lukac is a financial advisor with Trowbridge Capital Partners LLC, holding Series 65, 63, and 66 licenses and totaling 2 years of industry experience. He is also the sole owner and president of Wizard Trading Inc., a company that leases software used to analyze trading strategies involving futures contracts and options. Trowbridge Capital Partners provides discretionary portfolio management and separately managed account services primarily for high-net-worth individuals and institutional clients. The firm utilizes quantitative analysis focused on mid- to large-cap U.S. equities and offers strategies such as Dynamic Alpha and Concentrated Aggressive Growth.

Christopher Herrmann is a financial advisor with Vertical Wealth, LLC in Indianapolis, Indiana, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been associated with Legacy Practice Management since 2016. Vertical Wealth serves individuals, trusts, foundations, corporate retirement plans, and other private clients by providing continuous investment advisory services and ongoing financial planning. The firm manages discretionary portfolios primarily composed of mutual funds and exchange-traded funds, using a blend of fundamental and technical analysis within a modern portfolio theory framework aimed at long-term market returns.

Terri Kontney is a financial advisor at MFG Wealth Management, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at AIG Financial Advisors, Inc., MFG Wealth Management, LLC, and AIG American General Life Insurance Company. Kontney is also involved in office support and administrative roles within MFG Wealth Management. MFG Wealth Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm employs actively managed strategies combining fundamental and technical analysis, with portfolio decisions made on a discretionary basis and reviewed by the advisory team.

Roy Strong is the principal of Strong Financial Services in Indianapolis, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been president of Mapco Financial Services Corp since 1986, overseeing sales activities. Strong Financial Services provides financial planning, retirement planning, and portfolio management to individuals, charitable organizations, foundations, corporations, and other businesses. The firm employs a top-down approach combined with fundamental and occasional technical analysis to develop asset allocation and investment strategies, and it also evaluates third-party managed platforms and TAMPs.

Edward Skarbeck is a financial advisor at Aldebaran Capital, LLC with 26 years of industry experience. He holds the Series 65 designation and has been with Aldebaran Capital since 1999. Aldebaran Capital is a fee-only, SEC-registered investment adviser specializing in portfolio management of individual-stock portfolios for a range of clients including individuals, high-net-worth clients, and institutions. The firm employs a fundamental, value-oriented investment approach based on Benjamin Graham’s principles and focuses on separate-account management with typically low portfolio turnover.

Brian Bischoff is a financial advisor at Bischoff Wealth Management Group, LLC in Greenwood, IN, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with his current firm since 2015. Outside of his advisory role, Bischoff has ownership interests in several local commercial real estate and restaurant businesses. Bischoff Wealth Management Group provides holistic wealth management services including financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $196 million in discretionary assets and uses a combination of mutual funds, ETFs, individual securities, technical and cyclical analysis, and tailored portfolio construction based on client-specific factors.

Dylan Taylor is a Series 65-licensed financial advisor at Spencer Financial Strategies with one year of industry experience. Prior to his current role, he held positions at OfficeSpace Software, TikTok, SecureLink, and Disney Vacation Club. He is also co-owner of Travel by Taylors, LLC, a travel planning and vacation services company. Spencer Financial Strategies serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $17 million in discretionary assets with a two-advisor team. The firm provides discretionary investment supervisory services and non-discretionary consulting, using a mix of fundamental, technical, and cyclical analysis to create diversified portfolios reviewed monthly.

Jason Phillips is a financial advisor at Pile Wealth Management with 14 years of industry experience. He holds the PFS™ and Series 65 designations. In addition to his advisory role, Phillips serves as a supervisor at RJ Pile & Company, LLC, a CPA firm where he has worked since 2004. Pile Wealth Management is a small team of four advisors serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers discretionary investment management and financial planning, applying a risk-based approach grounded in Modern Portfolio Theory to align portfolios with client goals and risk tolerance.

Anthony Larosa is a CFP® with 28 years of industry experience, currently serving as an advisor at Private Counsel Group, Ltd. in Indianapolis, where he has worked since 2019. He previously spent 14 years at Hilliard Lyons. Larosa is also a licensed insurance agent, selling fixed insurance products through TrueChoice Financial and directly with carriers. Private Counsel Group, Ltd. provides investment advisory, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm follows a long-term, “less is more” investment philosophy, emphasizing diversified portfolios and typically managing client accounts on a non-discretionary basis.

Arthur Timpe III is a CFP® professional with 24 years of experience, serving as an advisor at Timpe & Timpe Financial Advisory Services, L.L.C. since 2002. He is also involved with Timpe & Timpe CPA's LLC, a CPA firm providing tax compliance, consulting, and accounting services. Additionally, he is a principal owner of Accountable Payroll, LLC, a payroll service provider to which he may refer clients. Timpe & Timpe Financial Advisory Services serves individual clients, trusts, and employer retirement plans, managing approximately $61 million. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, primarily using mutual funds and ETFs, with portfolios governed by Investment Policy Statements and reviewed quarterly.

Michael Morrison is a financial advisor with Trust Investment Advisors Wealth Management, LLC, holding a Series 66 designation and 13 years of industry experience. He previously worked at Stifel Nicolaus from 2012 to 2024 before joining Trust Investment Advisors and its affiliated wealth management firm in 2024, where he serves as Senior Vice President of Investments. Trust Investment Advisors Wealth Management, LLC provides comprehensive investment advisory and limited consulting services to individuals, families, business owners, charitable organizations, and private foundations. The firm offers continuous asset management primarily on a non-discretionary basis, utilizing fundamental, technical, and qualitative analysis to develop client strategies and asset allocations.