Benjamen Banks is a CFP® professional with 18 years of industry experience, currently serving at Forum Private Client Group since 2007. He also has a longstanding affiliation with Forum Credit Union. Banks is a board member of the Financial Planning Association of Greater Indiana, a nonprofit organization for financial advisors. Forum Private Client Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts. The firm combines customized financial planning with portfolio construction using mutual funds, ETFs, individual securities, and third-party sub-advisers.

Thomas Butler is a CFP® with 42 years of industry experience, currently serving as an advisor at Charter Advisory Corporation since 2010. He also has a long tenure with LPL Financial and has been involved with Butler Insurance Agency, Inc. for over three decades. Outside of advising, he participates in real estate investing activities through partnerships focused on acquiring, rehabbing, and managing residential properties. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $366 million in client assets and operates a multi-advisor team structure serving both retail and high-net-worth clients.

Nolan Clay is a CFP® professional with three years of experience, currently serving at Avalon Wealth Advisory, Inc. in Indianapolis, IN. He joined Avalon Wealth Advisory in 2023 after completing his studies at Ball State University. Avalon Wealth Advisory, Inc. offers personalized financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm focuses on consultative strategies, working with clients to set asset allocation and investment policy while emphasizing traditional approaches and manager selection.

Douglas Sweet is a financial advisor with Charter Advisory Corporation in Fishers, Indiana, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been associated with LPL Financial LLC and Charter Advisory Corporation since 2009. Outside of his advisory role, he has involvement in fixed insurance sales through Midwest Financial Group, Inc. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $366 million in client assets and serves retail and high-net-worth clients through a multi-advisor team structure, utilizing both fundamental and technical analysis along with third-party portfolio managers and discretionary trading authority where agreed.

Hilary Hendershott is a CFP® and Series 65 credentialed advisor with 18 years of industry experience. She is the managing member and investment adviser representative at Hendershott Wealth Management, LLC, where she has worked since 2014. Hilary previously worked at Bhpr Equity Research Corp and operated Hilary Hendershott Financial, LLC. Hendershott Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $305.8 million in client assets. The firm provides primarily non-discretionary portfolio management, financial planning, and consulting services through a combination of firm model portfolios, third-party asset managers, and specialized programs such as Ignite Investing for smaller accounts.

Jeffrey Moheban is a CFP® professional with 27 years of experience in financial advisory services. He has been with Avalon Wealth Advisory, Inc. since 1999. Avalon Wealth Advisory, Inc. provides personalized financial planning and investment advisory services primarily to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a consultative approach focused on asset allocation, third-party manager selection, and performance reporting, typically serving high-net-worth clients through a fee-only, negotiated annual fee model.

Charles Grigsby is a CFP® with five years of industry experience, currently serving at Forum Private Client Group since 2020. Prior to that, he worked for seven years at Forum Credit Union and is a member of its 401(k) Investment Committee. He holds life and health insurance licenses in Indiana. Forum Private Client Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts. The firm offers customized planning and portfolio construction using mutual funds, ETFs, individual securities, and third-party sub-advisers, regularly reviewing performance to support client investment decisions.

Richard Moss is a financial advisor with National Wealth Management Group, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at LPL Financial since 2011 and joined National Wealth Management Group in 2020. Outside of his advisory role, Moss is involved in supervising home visitations and reunification plans for at-risk youth through Damar Services Inc. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to each client and offers a range of services from portfolio management to retirement plan consulting, supported by a network of advisers and multiple program platforms.

Matthew Eckert is a CFP® professional with 26 years of experience in the financial advisory industry. He has been with Avalon Wealth Advisory, Inc. since 2000 and holds Series 63 and Series 65 licenses. Avalon Wealth Advisory, Inc. serves individuals, trusts, estates, charitable organizations, and retirement plans, focusing primarily on high-net-worth clients. The firm offers personalized financial planning and investment advisory consultation through a consultative approach, emphasizing traditional strategies, no-load funds, and client-directed decisions without discretionary trading authority.

Paul Brewer is a financial advisor with Golden Reserve Retirement, LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Fisher Investments, American Funds, and LPL Financial. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading and diversification using modern portfolio theory. The firm offers tailored planning, including retirement, tax, and estate considerations, and integrates estate-planning legal and tax services within its fixed annual fee structure.

Anthony Arnett is a financial advisor with Dominion Portfolio Management, Inc. He holds a Series 66 designation and has less than one year of industry experience. Prior to joining Dominion, he worked in various roles including at Crowe LLP and Kepler Consulting. Dominion Portfolio Management, Inc. offers fee-based portfolio management services to individuals, high-net-worth clients, and businesses, specializing in discretionary and non-discretionary management of accounts invested in individual securities, ETFs, and mutual funds. The firm employs multiple analysis techniques and provides ongoing account monitoring with options for household aggregation and third-party money managers.

R Smith is a CFP® and CFA® charterholder with 19 years of industry experience. He has worked at KCPAG Financial Advisors LLC, Kcpag Insurance Services LLC, Kemper Capital Management LLC, Securities America Inc., and Kemper CPA Group. KCPAG Financial Advisors LLC provides financial planning, portfolio management, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm serves approximately 405 clients with a team of 13 advisors across 27 offices, offering tailored asset management through fundamental analysis, a variety of strategies, and both discretionary and non-discretionary management options.

Crystal Jacquay is a Series 65-licensed advisor at Avalon Wealth Advisory, Inc. with six years at the firm and a total of ten years in the financial industry. She previously worked at Oxford Financial Group for nine years before joining Avalon. Avalon Wealth Advisory provides personalized financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm focuses on a consultative approach, working with clients on asset allocation and manager selection while emphasizing traditional strategies and client-directed decisions.

Shaun Irwin is a CFP® professional with 20 years of experience in the financial industry. He has worked at Forum Private Client Group since 2018 and previously was with JP Morgan Private Bank for three years. He serves as Secretary and Finance Committee member for the Fishers Youth Initiative and is Secretary on the Board of the Financial Planning Association of Greater Indiana. Forum Private Client Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts, combining customized financial planning with portfolio construction across a range of investment vehicles and third-party managers.

Seth Cissna is a financial advisor at Pettinga Financial Advisors, LLC with Series 65 credentials and one year of industry experience. Prior to joining Pettinga, he worked as a contractor for GlobalSource Capital Management and held positions at Indiana University Health and Eli Lilly and Company. Pettinga Financial Advisors is an SEC-registered firm managing approximately $1.28 billion in client assets. The firm serves high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary investment management and financial planning with customized portfolio allocations that may include mutual funds, ETFs, fixed income, third-party managers, and alternative investments.

Jonathan Wendall is a financial advisor with FORUM Private Client Group holding a Series 65 designation and one year of industry experience. His prior work includes roles at FORUM Solutions Group, Forum Credit Union, Walgreens, Indiana Mentor, Lafayette Family YMCA, and Tippecanoe School Corporation. FORUM Private Client Group offers wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts. The firm combines customized financial planning with diverse portfolio construction strategies, employing mutual funds, ETFs, individual securities, and third-party sub-advisers.

Balint Gal is an advisor at Dominion Portfolio Management, Inc. holding a Series 66 designation. He has less than one year of experience in the financial industry with prior roles in various companies including Beyond Finance and Dish Network. Dominion Portfolio Management, Inc. provides fee-based portfolio management services to individuals, high-net-worth clients, and businesses, offering discretionary and non-discretionary account management primarily through individual securities, ETFs, and mutual funds. The firm employs a combination of fundamental, technical, charting, and economic analysis to tailor investment advice according to clients’ goals, time horizons, and risk tolerance.

James Nickens Jr. is a financial advisor at MSH Capital Advisors LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Swan Financial Group, M. S. Howells & Co., and Navian Capital Securities. MSH Capital Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm offers portfolio management, retirement plan consulting, securities-based lending, and tailored financial planning through a network of independent Investment Advisor Representatives.

Daryl Arnett is a financial advisor with Dominion Portfolio Management, Inc. and holds a Series 66 designation, bringing 24 years of industry experience. He has worked with several firms including Dynasty Financial Group, LLC and IFS Advisory, LLC. Outside of his advisory role, he is a co-owner of Taist, Inc., where he serves primarily as a lender for the development of an application. Dominion Portfolio Management, Inc. provides fee-based portfolio management to individuals, high-net-worth clients, and businesses, using a combination of fundamental, technical, charting, and economic analysis with a focus on long-term trading and periodic rebalancing. The firm offers both discretionary and non-discretionary services with ongoing account monitoring and supports household account aggregation and third-party money managers.

Aaron Eberhart is a financial advisor at IPI Wealth Management, Inc. with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Blackbaud, Inc. and Blackbaud Europe. Outside of his advisory role, he serves as president of the Root of Academy board and leads Eberhart Clan Farms, LLC. IPI Wealth Management provides investment management, financial planning, and access to third-party asset managers for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in client assets and offers a range of proprietary, risk-based model portfolios managed on a discretionary basis with an emphasis on strategic asset allocation and active manager oversight.