Kelli Ellison is a financial advisor at Panoramic Financial Planning in Carmel, IN, with 11 years of industry experience. She holds a Series 65 designation and has been with Panoramic Financial Planning since 2016. Panoramic Financial Planning is an independent, fee-only firm serving a limited number of individual and business clients. The firm offers comprehensive financial planning, discretionary portfolio management, and income tax preparation, primarily utilizing passive investment strategies with diversified portfolios of index mutual funds and ETFs.

Michael Wright is a financial advisor with Foresight Wealth Advisory, LLC in Indianapolis, IN, holding Series 65 and Series 63 licenses and having 11 years of industry experience. He is also the managing member of Foresight Marketing, LLC, a business loan brokerage firm, and is a licensed life and health insurance agent. Foresight Wealth Advisory provides investment management, financial planning, retirement plan consulting, and educational seminars to individuals and employer-sponsored retirement plans. The firm integrates fundamental and technical analysis with modern portfolio theory, using both passive and active investment vehicles, and includes due diligence and monitoring of recommended outside managers as part of its services.

Andrew O'Donnell is the principal of O'Donnell Portfolio Management, Inc. in Indianapolis, IN, with 25 years of industry experience. He holds the Chartered Financial Analyst (CFA) designation and has worked at Wealth Planning & Management, LLC since 2000. O'Donnell Portfolio Management, Inc. provides fee-only discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, small businesses, and nonprofit organizations. The firm manages approximately $32 million across about 145 accounts, using strategies that include individual stocks, ETFs, bonds, and techniques such as charting, fundamental and economic-cycle analysis.

Jason Werner is a financial advisor at Werner Financial in Indianapolis, IN, with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at multiple firms including Parkland Securities, LLC. Outside of his advisory role, he owns BEAST Performance, an athletic training company focused on speed and agility for young athletes. Werner Financial provides discretionary and non-discretionary asset management, financial planning, and bookkeeping services to individuals, trusts, estates, corporations, and ERISA-qualified retirement plans. The firm customizes portfolios based on client goals, time horizons, and risk tolerance, employing fundamental and technical analysis alongside documented investment policy statements and regular monitoring.

David Morrison is a financial advisor with Peloton Capital Management in Indianapolis, IN, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked at Peloton Wealth Strategists, Inc. since 2019 and has held roles at PNC Bank and PNC Investments since 2016. Peloton Capital Management serves primarily high-net-worth individuals and institutional clients, offering fully discretionary portfolio management and flat-fee financial planning. The firm employs an Investment Committee to manage portfolios with strategies that emphasize exchange-traded funds, momentum-based trading, and equity income, and it is involved in private-fund activities through its role as general partner and adviser to the Peloton Tactical Equity Fund, LP.

Neal Clements is a financial advisor at Pile Wealth Management in Indianapolis, IN, with 16 years of industry experience. He holds the PFS™ designation and Series 65 license. Neal has been with Pile Wealth Management since 2009 and previously worked at RJ Pile & Company, LLC for over 30 years. Pile Wealth Management provides discretionary investment management, financial planning, and access to third-party advisory solutions for individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a risk-based investment approach grounded in Modern Portfolio Theory and manages portfolios using a mix of mutual funds, ETFs, individual securities, certificates of deposit, and REITs.

Katie Ross is a CFP® professional with nine years of experience in the financial industry. She has worked at firms including Schwab Private Client Investment Advisory and BKD Wealth Advisors before joining McMahan Capital Management. McMahan Capital Management provides discretionary portfolio management and investment advisory services to individuals, trusts, estates, corporations, pension and profit-sharing plans, and non-profit organizations. The firm emphasizes quality securities, diversification, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Richard Parker is a financial advisor at TruEdge Asset Management LLC with 18 years of industry experience. He holds the Series 63 and Series 65 credentials. Parker has worked at Thurston, Springer, Miller, Herd & Titak, Inc. since 2008 and is involved as Chief Executive Officer of Financial Services Holdings, a holding company for Thurston Springer and related entities. He also serves on the finance committee of JWAS, a nonprofit organization for underprivileged children. TruEdge Asset Management primarily serves registered investment advisors and institutional clients through a turnkey asset management platform and provides discretionary investment advice to pooled investment vehicles. The firm offers trading and operational support, reporting and billing services, and a model marketplace that includes internal and third-party models as well as direct indexing.

Daniel Lubs is a CFP® professional with five years of experience, currently serving at Integrated Investment Strategies, Inc. He has worked in engineering and operations consulting at DAL Corp Services and has provided technical advisory support for a compressor manufacturing company. Lubs also holds a board member role at Integrated Investment Strategies, Inc., where he participates in financial and business oversight. Integrated Investment Strategies, Inc. offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs an academically based, passive investment approach and manages approximately $104 million for about 156 clients.

Steven Heinekamp is a CFP® and ChFC® with 32 years of industry experience. He is the principal of Heinekamp Financial Planning & Tax Service LLC in Brownsburg, IN, and has worked in financial planning and tax services since 1991. He also prepares business and individual tax returns as part of his practice. 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 and integrates tax analysis into its planning, with periodic reviews and a focus on asset allocation tailored to clients’ life stages and risk tolerance.

Kenneth Skarbeck is a CFA® charterholder with 27 years of industry experience. He has been with Aldebaran Capital, LLC since 1999. The firm is a fee-only, SEC-registered investment adviser that manages individual-stock portfolios for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporations. Aldebaran Capital follows a fundamental, value-oriented investment approach based on Benjamin Graham’s principles, focusing on margin of safety and long-term appreciation through selective equity purchases, with most accounts managed on a discretionary basis.

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 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.

Cameron Gardner is a financial advisor at Crown Haven Wealth Management in Carmel, IN, holding a Series 65 credential and with approximately one year of industry experience. His prior roles include positions at Aegis Wealth Management, Capital Financial Advisory Group, and several insurance firms. Gardner is also an insurance agent, dedicating significant time to that business alongside his advisory role. Crown Haven Wealth Management serves primarily individual clients by referring them to third-party investment advisers rather than managing assets directly. The firm evaluates and monitors these third-party managers to align with clients’ financial goals and risk tolerance, and it operates with a notable emphasis on insurance services integrated with its advisory offerings.

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.

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.

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.

Brian Hamel is a CFP® professional with 34 years of industry experience. He is currently with RetireMitten Financial LLC, where he has worked since 2025, and previously spent 12 years with Schwab Wealth Advisory and Charles Schwab. Outside of his advisory work, Hamel is a principal of Blueforce Investors, LLC, a firm engaged in income-producing real estate investments. RetireMitten Financial LLC serves individual and high-net-worth clients, trusts, corporations, and multi-generational families by providing discretionary investment management and written financial planning services. The firm’s investment approach emphasizes passive portfolio construction using stocks and ETFs, guided by client-specific investment policies and periodic reviews.