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.

Wyatt Mc Cullough is a financial advisor at Pillar Wealth LLC in Franklin, IN, holding a Series 65 designation and has four years of industry experience. His prior work includes roles at Process Alliance LLC and UBS Private Wealth Management. He is also currently a student at Franklin College. Pillar Wealth LLC serves individuals, high-net-worth families, and small businesses, offering discretionary portfolio management and CFP-board–aligned financial planning through its Personal CFO service, along with financial consultations and retirement plan consulting. The firm provides a range of investment options and distinct service programs tailored to clients’ diverse needs.

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.

Curtis Reeser is a financial advisor with Werner Financial in Indianapolis, holding Series 63 and Series 65 designations and having 12 years of industry experience. His prior experience includes nearly a decade at Mass Mutual Investors Services and related firms. Curtis is also a licensed insurance agent, allocating a portion of his time to insurance activities. Werner Financial provides asset management, financial planning, and bookkeeping services to individuals, trusts, estates, corporations, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, offering both discretionary and non-discretionary management along with specialized services for ERISA-qualified plans.

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 Decicco is a financial advisor with EHG Wealth Management in Indianapolis, IN, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones, Morgan Stanley Smith Barney LLC, and Security Capital Management. He is also the owner of RealTea Capital Inc., a business involved in insurance and real estate technology. EHG Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes tactical asset allocation using technical analysis and offers discretionary portfolio management alongside affiliated trust, insurance, and tax services.

Maxwell Bigler is a financial advisor with Financial Plans & Strategies, Inc. in Greenwood, IN, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Financial Plans & Strategies in 2023, he worked at Charles Schwab & Co., Inc. and Frontier. Financial Plans & Strategies provides investment advisory and planning services to individuals, high-net-worth clients, families, trusts, estates, and employer retirement plans. The firm offers discretionary asset management, retirement plan advisory, and financial planning tailored to client objectives, with a focus on diversified allocations and ongoing portfolio supervision.

Jacob Beckman is a financial advisor at Brücke Financial, Inc. in Indianapolis, IN. He holds a Series 65 designation and has been with Brücke Financial since 2025. Prior to this role, he worked at Ameren Illinois and held positions in academia and engineering. Brücke Financial serves individual and high-net-worth clients as well as corporations and employee benefit plans, offering portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis, modern portfolio theory, and derivative strategies, and it frequently allocates assets to third-party subadvisers, including AI-driven and alternative managers.

Jason Poschinger is a financial advisor with 9 years of industry experience, currently with 4 Wealth Advisors, Inc. in Indianapolis, IN. He holds Series 63 and Series 65 designations. In addition to his work in financial services, he is employed at Flanner Buchanan, where he serves as a Family Services Advisor involved in funeral, cremation, and cemetery planning. 4 Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized portfolio management and financial planning solutions, employing a variety of analytical methods and maintaining affiliations with accounting and insurance entities.

Michael Mcgee is a financial advisor with ISC Advisors, Inc. in Greenwood, IN, holding Series 63 and Series 65 registrations and having 32 years of industry experience. He has previously worked at GWN Securities Inc. and currently serves as Vice President of Midwest Deferred Compensation Specialists, LLC, as well as President of McGee Financial Services, Inc. Outside of advising, he also works as a sales agent for life insurance, annuities, health, and long-term care products. ISC Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporate pension and profit-sharing plans, and charitable institutions. The firm offers portfolio management, financial planning, and pension consulting, overseeing assets of approximately $1.6 billion with a range of advisory options and a notable amount of non-discretionary assets under management.

Maggie Meiners is a financial advisor at Financial Plans & Strategies, Inc. in Greenwood, IN, holding Series 63 and Series 65 licenses with nine years of industry experience. She has been with Financial Plans & Strategies since 2015. Financial Plans & Strategies provides investment advisory and planning services to individuals, high-net-worth clients, families, trusts, estates, and employer retirement plans. The firm offers discretionary asset management, retirement plan advisory, and financial planning with tailored advice implemented through diversified allocations and periodic portfolio supervision.

Andrew Hawickhorst is a financial advisor with Brucke Financial, Inc. in Indianapolis, IN, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC for ten years. Outside of his advisory role, he serves as a managing partner at Brucke Capital, LLC and is a licensed insurance agent. Brücke Financial primarily serves individual and high-net-worth clients, as well as corporations and employee benefit plans, providing portfolio management, financial planning, and pension consulting. The firm uses fundamental analysis and modern portfolio theory, incorporates options and derivative strategies, and allocates assets to third-party subadvisers, including AI-driven and alternative managers.

Joe Wiley is a financial advisor with Capital Cities Investments in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Capital Cities, LLC since 1998 and previously at Limestone Capital Advisers, LLC and Limestone Capital Preservation Fund, Ltd. since 2011. Outside of his advisory role, Wiley serves as the chairman of the White River State Park Development Commission in Indianapolis. Capital Cities Investments serves a broad range of clients, including individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans, providing portfolio management, financial planning, and pension consulting. The firm uses a diversified investment approach with a combination of active and passive managers, asset allocation, and disciplined rebalancing, tailoring recommendations to clients’ individual suitability factors.

Jack Boston is a CFP® and holds a Series 65 license with one year of industry experience. He has been with Wetzel Investment Advisors d/b/a Bookends Financial Planning since 2023. Bookends Financial Planning provides discretionary portfolio management, financial planning, and access to wrap-fee and separately managed account programs for individuals, high-net-worth clients, retirement plans, and corporations. The firm uses a blend of fundamental, technical, quantitative, and qualitative analysis with customizable model allocations and employs options strategies and third-party managers, serving approximately 520 clients across five offices.

Di Nitia Cazy is a financial advisor at Blacktower Financial Management (US) LLC with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has held positions at firms including Bank of America Merrill and Northwestern Mutual. In addition to her advisory work, she operates Complete Compliance Solutions LLC, providing compliance consulting services. Blacktower Financial Management (US) LLC specializes in financial planning, retirement-plan consulting, and investment advisory services primarily for UK expatriates living in the U.S., as well as U.S. persons with retirement assets. The firm emphasizes UK pension transfers and manages client portfolios primarily on a non-discretionary basis using a range of investment vehicles.

Jeffrey Cheesman is a financial advisor with Capital Cities Investments in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Capital Cities Investments since 2012 and is also involved with Westwood Capital Partners and its related wine business. Additionally, he serves as a director member of the advisory board for the Northeast region of Old National Bank. Capital Cities Investments serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employee benefit plans with discretionary portfolio management, modular financial planning, and pension consulting. The firm emphasizes asset-allocation modeling combined with active and passive manager implementation, employing mutual funds, ETFs, and third-party platforms for portfolio management and rebalancing.

William Mauger is a financial advisor at Capital Cities Investments with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capital Cities in various roles since 1995, including a six-year tenure at Limestone Capital Preservation Fund and Limestone Capital Advisers. Capital Cities Investments serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm provides portfolio management, financial planning, and pension consulting, using a combination of active and passive strategies with disciplined rebalancing and customized investment recommendations.

Robert Curry is a CFP® and holds a Series 65 designation with 20 years of industry experience. He has been affiliated with ARGI Investment Services since 2012. He is based in Indianapolis, IN and is part of the five-advisor team at Curry Webb Wealth Management LLC. Curry Webb Wealth Management provides customized financial planning and discretionary investment management primarily to individual investors and trusts. The firm emphasizes diversified asset allocation using mutual funds and ETFs, with an Investment Committee that meets biweekly to review positions and ideas.

Tiffany Spudich is a financial advisor with Capital Cities Investments, holding a Series 65 designation and 21 years of industry experience. She has worked at Capital Cities, LLC and Capital Cities Investments, Inc. since 2004. Capital Cities Investments serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employee benefit plans, providing discretionary portfolio management, modular financial planning, and pension consulting. The firm’s investment approach combines asset-allocation modeling with active and passive manager implementation, utilizing mutual funds, ETFs, and third-party platforms for portfolio management and rebalancing.

Kathryn Lester is a Series 66-licensed financial advisor at Vandalia Wealth with 27 years of industry experience. Her prior roles include positions at Robert Baird & Co. and Jjb Hillisrd Wl Lyons LLC. Outside of her advisory work, she serves on finance and investment committees for religious organizations and participates in local nonprofit and condominium boards. Vandalia Wealth provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm utilizes a mix of low-cost mutual funds, ETFs, individual securities, and alternative investments within primarily model-based portfolios and maintains a fiduciary standard in its investment approach.