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.

Anthony Decicco is a financial advisor with EHG Wealth Management in Indianapolis, IN. He holds a Series 66 designation and has nine years of industry experience. Prior to his current role, he worked at firms including Morgan Stanley, Edward Jones, and Kerr Wealth Management. Decicco is also the owner of RealTea Capital Inc., a venture 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 businesses. The firm employs a tactical asset-allocation strategy based primarily on technical analysis and manages portfolios tailored to clients’ objectives and risk tolerances.

Julie Dant is a financial advisor at Nearside Advisors, LLC with 11 years of industry experience. She holds the Series 66 designation and previously worked at Holistic Financial Partners, LLC for 11 years before joining Nearside Advisors in 2026. Nearside Advisors, LLC is an SEC-registered investment adviser that provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. The firm primarily employs passive investment management through index mutual funds and ETFs, integrating financial planning on topics such as retirement, estate planning, and tax considerations.

Donald Florence is a financial advisor at Quartz Partners Investment Management with eight years of industry experience. He holds a Series 65 designation and has previously worked with Kalos Management Inc and EDU Wealth Advisors LLC. Florence is also president of Florence Wealth LLC, where he is involved in investment-related insurance sales. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries, providing model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm’s investment approach combines top-down macro analysis with bottom-up stock selection and is supported by ongoing portfolio monitoring and rebalancing.

Matthew Teeple is a financial advisor with Teeple Snyder Newsome Wealth & Tax Management in Indianapolis, IN. He holds a Series 66 designation and has 19 years of industry experience, including 18 years at Teeple Wealth Management. Teeple is a minority owner of Diamond Maps, a business based in Indiana. Teeple Snyder Newsome Wealth & Tax Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business clients. The firm offers a goal-focused investment process centered on diversified, multi-asset portfolios with strategic allocation targets, regular rebalancing, and occasional tactical tilts, alongside integrated tax preparation and accounting services.

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 at 4Wealth Advisors, Inc. in Indianapolis, Indiana, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America and Cetera Investment Services. Outside of his advisory role, he is employed as a Family Services Advisor at Flanner Buchanan, involved in funeral, cremation, and cemetery planning. 4Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers customized portfolio management and employs various analytical methods, including technical and cyclical analysis, with access to integrated resources through affiliated accounting and insurance entities.

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.

Matthew Snyder is a financial advisor at Teeple Snyder Newsome Wealth & Tax Management with eight years of industry experience. He holds a Series 65 designation and has worked at Teeple Wealth Management since 2018, following roles at EHOB and State Farm Agency. Teeple Snyder Newsome Wealth & Tax Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business clients. The firm employs a goal-focused investment process centered on diversified, multi-asset portfolios with strategic allocation, regular rebalancing, and tactical tilts, while also offering integrated tax and accounting services through an affiliated practice.

Evan Teeple is a financial advisor at Teeple Snyder Newsome Wealth & Tax Management in Brownsburg, IN. He holds a Series 65 designation and has been with the firm since 2025. Prior to his current role, Evan worked briefly at Smoothie King and Goodwill. Teeple Snyder Newsome Wealth & Tax Management serves individuals, pension and profit-sharing plans, and business entities by providing asset management, financial planning, ERISA plan services, and tax preparation. The firm emphasizes a goal-focused investment process and manages most client relationships on a non-discretionary basis, offering affiliated accounting and tax services alongside portfolio management.

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.

Sarah Boston is a financial advisor with Bookends Financial Planning in Indianapolis, IN, holding a Series 66 credential and 23 years of industry experience. She has been with Bookends Financial Planning and affiliated Raymond James entities since 2013. Outside of her advisory role, she owns and operates Boston Solutions, LLC, a private dining and retail business. Bookends Financial Planning serves individual, retirement plan, and corporate clients, managing approximately $288 million for around 500 clients through a six-person advisory team. The firm combines multiple investment analysis methods and offers discretionary portfolio management, utilizing third-party sub-advisors and customized strategies.