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 Miller is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Blend Wealth since 2025. His prior experience includes roles at OSAIC and Signator Investors, Inc. Blend Wealth serves individual and family clients, including high-net-worth and business-owner households, as well as employer-sponsored retirement plans. The firm employs a passive, Modern Portfolio Theory–based investment approach and provides integrated wealth management, family office services, and retirement plan consulting.

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.

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.

Kenneth Blickenstaff is a CFA® charterholder and holds a Series 63 license with 10 years of experience in the financial industry. He has been with Titan Investment Management LLC since 2017 and previously worked at Geneva Advisors from 2014 to 2017. Outside of his advisory role, he is a managing partner of Pawnee Investments LLC, where he oversees residential real estate property valuations and financing. Titan Investment Management LLC provides discretionary and non-discretionary portfolio management primarily to individual and high-net-worth clients, as well as institutional accounts. The firm customizes Investment Policy Statements and employs a multifaceted investment approach that includes fundamental, quantitative, and technical analysis.

Brian Turpin is a financial advisor at Turpin & Associates Inc in Indianapolis, IN, with eight years of industry experience and a Series 65 designation. He is also the owner of NBT Consulting LLC, a business focused on financial planning using insurance-related products, tax return preparation, and insurance sales. Turpin & Associates Inc provides discretionary investment management and targeted financial advisory services to a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and pension plans. The firm employs a consistent investment policy tailored to each client and integrates technical, cyclical, and fundamental research in its portfolio management.

Mark Hildebrand is a CFP® with 17 years of experience in the financial services industry. He has been with Nearside Advisors, LLC since 2026 and previously worked at Holistic Financial Partners, LLC for 11 years. Nearside Advisors, LLC provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. The firm primarily uses passive investment strategies, assembling portfolios of index mutual funds and ETFs guided by individualized investment policy statements.

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.

Michael Mathioudakis is a financial advisor with Genesis Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He is the sole owner and managing member of Genesis ESOP Advisors, LLC, which provides employee stock ownership plan trustee services. Additionally, he works as an independent insurance agent. Genesis Advisors LLC offers investment management, financial planning, and employer-sponsored plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm typically implements portfolios through a passive approach using index mutual funds and ETFs, supported by fundamental analysis, and manages approximately $121 million for about 124 clients.

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.

Alexis Woodward is a CFP® professional with five years of industry experience, currently serving at Blend Wealth in Indianapolis, IN. Prior to joining Blend Wealth, Alexis worked at Market Street Wealth Management Advisors LLC for four years. She is also the co-founder and CEO of Blend Wealth Accounting LLC, an accounting firm offering tax planning, preparation, and related services. Blend Wealth provides fee-only investment management, integrated wealth management, and retirement plan consulting to individual and family clients, including high-net-worth and business-owner households. The firm follows a passive, Modern Portfolio Theory–based approach, constructing diversified portfolios primarily with index mutual funds and ETFs tailored to clients' goals and risk profiles.

Bradley Graber is a CFP® professional with 21 years of experience in financial advising. He has been with Genesis Advisors, LLC since 2009. In addition to his advisory role, he works as an independent insurance agent. Genesis Advisors provides investment management, financial planning, and employer-sponsored plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $121 million in assets and typically employs a passive investment approach using index mutual funds and ETFs, combined with fundamental analysis.

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.

Jeffrey Gardner is a Series 65-credentialed advisor with eight years of industry experience, currently serving at MFG Wealth Management, Inc. in Indianapolis, Indiana since 2017. Prior to joining MFG Wealth Management, he worked at Vector Marketing and Cutco Cutlery and was affiliated with the University of Indianapolis. 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 combining fundamental and technical analysis, with portfolio decisions made on a discretionary basis and reviewed by the advisory team.

Kyle Benham is a financial advisor with Benham Advisory Group in Greenwood, IN, holding a Series 65 credential and five years of industry experience. He has worked with Integrity Wealth Solutions and leads Benham Advisory Group, which he founded in 2024. Outside of finance, Benham has been involved in several media productions, including Netflix’s Chelsea Handler Productions and Apple TV’s Carpool Karaoke: The Series. Benham Advisory Group provides discretionary asset management and financial planning services to both high-net-worth and non-HNW individual investors. The firm employs rules-based investment models incorporating economic, fundamental, technical, and quantitative analysis, managing portfolios on a discretionary basis with regular reviews and reporting.

Jared Johnson is a financial advisor with Genuine Wealth Advisors, LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior work includes roles at Advice and Planning Services, TIAA-Cref Individual & Institutional Services, and Genuine Wealth Management, LLC. Outside of advising, he is also employed as a sales specialist at Cisco Systems. Genuine Wealth Advisors provides discretionary and non-discretionary asset management and financial planning to individual and high-net-worth clients. The firm customizes investment programs based on client goals and risk tolerance, using a combination of fundamental and technical analysis, trading strategies, and tax-aware reviews.

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.