Joseph Ray is a financial advisor at Marian Investor Coaching, Inc. in Greenwood, IN, holding a Series 65 designation with 12 years of industry experience. He has been with Marian Financial Partners, Inc. since 2013 and also works as an actuarial analyst at WellPoint, Inc. outside of his advisory role. Marian Investor Coaching, Inc. provides investor coaching primarily to individual investors and related entities, operating through a co-advisor model by referring clients to Matson Money, Inc. The firm focuses on adviser selection and oversight, offering Portfolio MRI reports and fee-for-service educational engagements rather than directly managing client assets.

Ricky Ormes is a financial advisor at Marian Investor Coaching, Inc. based in Indianapolis, IN, with 15 years of industry experience. He holds a Series 65 designation and has been associated with The Sintz Group since 2007, where he is involved in insurance advisory services for property and casualty, life, and business insurance. Marian Investor Coaching, Inc. provides investor coaching primarily to individual investors and related entities through a referral and co-advisor model, partnering with Matson Money, Inc. The firm focuses on adviser selection, oversight, and educational services, offering one-time Portfolio MRI reports and hourly coaching engagements rather than direct portfolio management.

Jay Lerman is a financial advisor at Progress Alliance Investment Services with 20 years of industry experience. He holds the Series 65 designation and has worked at Lerman Financial Group, Inc. since 2003 and First Allied Advisory Services from 2010 to 2017. He serves as a director for the Society of Financial Services Professionals, a nonprofit organization. Progress Alliance Investment Services provides portfolio management, financial planning, and investment consulting primarily for individual clients, pension plans, and small entities. The firm offers discretionary active and passive management, third-party manager selection, and both wrap and non-wrap account programs, operating a small practice model combined with insurance business activities.

Bradley Good is a financial advisor at CORE Wealth Advisors in Indianapolis, IN, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with CORE Wealth Advisors since 2011, contributing to the firm’s advisory services over the past 15 years. CORE Wealth Advisors provides investment management and financial planning to individuals, trusts, retirement plans, and small businesses, managing approximately $125 million across about 146 client relationships. The firm uses a strategic asset-allocation approach based on Modern Portfolio Theory, supplemented by tactical adjustments, and offers both growth-oriented and fixed-income model programs.

Katharine Marvel is a financial advisor at Encircle Financial Strategies in Indianapolis, IN, holding the ChFC® designation and Series 63 license, with 33 years of industry experience. Her prior roles include positions at Wealth Advisory Solutions, National Planning Corporation, Advantage Investment Management, Marvel Financial Planning, and Walnut Street Advisers. She also maintains a cooking blog called "Kate is Cooking." Encircle Financial Strategies provides investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages approximately $139 million in discretionary assets across about 240 client households, focusing on tailored financial plans and diversified investment portfolios.

Joby Norris is a financial advisor at CORE Wealth Advisors in Indianapolis, IN, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with CORE Wealth Advisors since 2011. CORE Wealth Advisors provides investment management and financial planning services to individuals, trusts, retirement plans, and small businesses, managing approximately $125 million across about 146 client relationships. The firm employs a strategic asset-allocation approach based on Modern Portfolio Theory, supplemented by tactical overlays, and offers discretionary portfolio management alongside non-discretionary financial planning and retirement guidance.

Ishaan Sandhir is a financial advisor at Eagle Investors LLC with a Series 65 designation and two years of industry experience. He has held roles at Envision Capital Management Group and Eagle Investors LLC since 2018. Outside of advisory work, Sandhir is involved in technology development as Principal Engineer and owner of Forgelab Innovations, LLC, and serves as Executive Managing Partner of Eagle Horizon Ventures LLC, a venture incubator. He is also founder and president of Summit Impact Trust, a nonprofit focused on social impact investments and philanthropic grantmaking. Eagle Investors LLC serves individual clients through a fee-based subscription platform and one-time online advising sessions, providing personalized, non-discretionary financial advice and impersonal trade recommendations. The firm emphasizes active trading education and short-term strategies, delivering real-time trade alerts and technical analysis via a Discord platform that includes AI-generated insights.

James Humphries is a financial advisor at Mindset Wealth Management, LLC in Indianapolis, IN, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Salzinger Sheaff Brock, LLC and Innovative Portfolios. Mindset Wealth Management is a team of four advisors managing approximately $323 million for individuals, high-net-worth clients, trusts, estates, and institutional investors. The firm uses a combination of fundamental, technical, and charting analysis alongside Modern Portfolio Theory and tactical asset allocation, implementing options and margin strategies directly within discretionary accounts.

Dino Efthimiou is a Certified Financial Planner® with 21 years of experience in the financial services industry. He is currently a principal at Delta Wealth Advisors LLC and previously worked at Wealth Advisory Solutions, LLC, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. Delta Wealth Advisors serves high-net-worth and accredited individuals as well as business entities, providing discretionary portfolio management, financial planning, and business advisory services. The firm employs a combination of modern portfolio theory and fundamental, charting, and cyclical analysis to manage tailored investment strategies, including the use of ETFs, sub-advisors, options, and private alternative investments.

Walter Koon Jr. is a CFA® charterholder with 22 years of industry experience. He is currently an advisor at Koon Financial Planning & Consulting, where he has worked since 2010. Outside of his financial advisory work, he is involved in a commercial office leasing business. Koon Financial Planning & Consulting serves individuals, trusts, estates, and small charitable foundations by providing comprehensive financial planning and investment management. The firm employs a top-down asset allocation approach, combining fundamental and technical analysis, and offers both discretionary and non-discretionary account management with attention to client-imposed investment restrictions.

Evan Fruits is a financial advisor at Koon Financial Planning & Consulting with nine years of industry experience. He holds a Series 65 designation and previously worked at Cross Financial Services from 2013 to 2017. Koon Financial Planning & Consulting serves individuals, trusts, estates, and small charitable foundations by providing comprehensive financial planning and investment management. The firm employs a top-down asset allocation approach, combining fundamental and technical analysis to construct diversified portfolios, and offers both discretionary and non-discretionary account management.

Michael Mccracken is a CFP® and ChFC® with 25 years of experience in the financial services industry. He is president and an investment adviser representative at MFG Wealth Management, Inc., where he has been active since 2003. Prior to and concurrent with this role, he has held positions at SagePoint Financial, Inc. and AIG American General Life Insurance Company. Outside of his advisory work, Mccracken has interests in commercial real estate ownership and life insurance sales. 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 that incorporate fundamental and technical analysis along with structured sell disciplines to manage risk and preserve gains.

Mark Vandygriff is a financial advisor at Mindset Wealth Management, LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses with 11 years of industry experience. He previously worked for Sheaff Brock Investment Advisors, LLC for 10 years before joining Mindset Wealth Management and its affiliate Mindset Asset Management. Mindset Wealth Management is an SEC-registered, discretionary investment adviser serving individuals, high-net-worth clients, trusts, estates, qualified purchasers, institutional investors, and retirement plan participants. The firm combines fundamental, technical, and charting analysis with Modern Portfolio Theory and tactical asset allocation, implementing active and passive strategies including in-house options and margin techniques tailored to client risk tolerance and objectives.

John Simmons is a financial advisor with Morris Group Advisory Service, Inc. in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has been with Morris Group, Inc. since 2001 and has served as president of the affiliated broker-dealer, Morris Group, Inc., which operates a small broker-dealer and sells life insurance products. Morris Group Advisory Service, Inc. is an independent firm providing discretionary portfolio management and investment advice primarily to individual clients. The firm manages approximately 91 client accounts and emphasizes broadly held market securities while operating as a fiduciary with regular account reviews and client reporting.

Nicholas Finnigan is a CFA® charterholder and Series 66 licensed financial advisor with 10 years of industry experience. He has worked at Delta Wealth Advisors LLC since 2017 and previously held roles at Morgan Stanley and Morgan Stanley Private Bank N.A. He holds a 24.5% ownership stake in Delta Wealth CPA's and Advisors. Delta Wealth Advisors serves individuals, including high-net-worth and accredited investors, as well as business entities, providing discretionary portfolio management, financial planning, and business advisory services. The firm employs a combination of modern portfolio theory, fundamental and cyclical analysis, and model-based allocations, with a focus on ETFs, sub-advisors, and selective options strategies, and offers private alternative investments to qualified clients.

Christopher Herrmann is a financial advisor with Vertical Wealth, LLC in Indianapolis, Indiana, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been associated with Legacy Practice Management since 2016. Vertical Wealth serves individuals, trusts, foundations, corporate retirement plans, and other private clients by providing continuous investment advisory services and ongoing financial planning. The firm manages discretionary portfolios primarily composed of mutual funds and exchange-traded funds, using a blend of fundamental and technical analysis within a modern portfolio theory framework aimed at long-term market returns.

Terri Kontney is a financial advisor at MFG Wealth Management, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at AIG Financial Advisors, Inc., MFG Wealth Management, LLC, and AIG American General Life Insurance Company. Kontney is also involved in office support and administrative roles within MFG Wealth Management. MFG Wealth Management provides discretionary portfolio management and financial planning services to individuals, 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.

Maikel Den Hertog is a financial advisor at Eagle Investors LLC with two years of industry experience. He holds a Series 65 designation and is also the managing partner of Eagle Horizon Ventures LLC, a private holding company focused on early-stage ventures and innovation incubation. His prior experience includes working at Hak Groenten and Eagle Guardian Advisors LLC. Eagle Investors LLC provides investment research, trading recommendations, and educational content to individual investors through fee-based online subscriptions and one-time advising engagements. The firm specializes in active trading and trader education, offering real-time trade alerts, technical analysis, and AI-assisted idea generation without managing client accounts or exercising investment discretion.

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.

Seth Hickle is a financial advisor at Mindset Wealth Management, LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses with 16 years of industry experience. His work history includes roles at Mindset Asset Management, Innovative Portfolios, Sheaff Brock Investment Advisors, and Charles Schwab. Mindset Wealth Management, LLC manages approximately $445 million in discretionary assets for a diverse client base including individuals, trusts, retirement plans, and institutional clients. The firm employs a combination of fundamental, cyclical, technical, and charting analysis alongside both passive and active management, utilizing strategies such as tactical asset allocation, options, and margin leverage to tailor portfolios to client profiles.