Stephen Little is a financial advisor at The Rose Investment Management in Indianapolis, IN, holding a Series 63 designation with 27 years of industry experience. He operates as a sole advisor at this independent, fee-only firm. The Rose Investment Management primarily serves individuals and families, managing diversified portfolios with an equity bias and a long-term holding strategy. The firm employs a style-agnostic approach combining fundamental and technical research, typically managing client assets on a non-discretionary basis without derivatives, options, or margin.

Brian Pitkin is a financial advisor with Uri Capital Management, LLC in Indianapolis, IN. He holds a Series 65 designation and has 13 years of industry experience. He has been with Uri Capital Management since 2012 and also has a background with Denovo Constructors. Uri Capital Management provides portfolio management and investment supervisory services primarily to private pooled hedge funds and a limited number of separately managed accounts. The firm focuses on qualified investors and pooled investment vehicles, employing fundamental analysis with both long-term and short-term trading strategies across various asset classes.

Kevin Lewis is the sole advisor at Lewis Wealth Management, LLC in Carmel, IN, holding a Series 65 designation with 11 years of industry experience. He previously worked at Teeple Wealth Management and spent two decades at Boehringer Ingelheim Pharmaceuticals, Inc. Lewis Wealth Management serves individuals, high-net-worth clients, and employer plan sponsors by providing tailored investment management, financial and business planning consulting, and advisement for held-away retirement accounts. The firm offers both discretionary and non-discretionary portfolio management using a combination of passive and active strategies and provides corporate plan-level consulting, including participant education and plan administrator support.

Brent Perry is a financial advisor with Piedmont Financial Advisors, LLC in Indianapolis, IN, holding a Series 65 designation and 22 years of industry experience. He has been with Piedmont Financial Advisors since its founding in 2006. Piedmont Financial Advisors is an independent, fee-only firm providing financial planning and advisory services to individuals and families without imposing asset minimums. The firm offers holistic, non-discretionary investment guidance tailored to clients' tax situations, risk tolerance, and goals, using traditional investment vehicles and a fixed retainer fee structure.

Tod Utter is the principal of I4 Advisors LLC in Indianapolis, IN, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in his advisory firm since 2011. In addition to his advisory work, he owns and operates a CPA firm, UK CPA Group, providing tax preparation and small business accounting services. I4 Advisors provides investment supervisory services and financial planning to individual clients, corporate/business clients, and pension or profit-sharing plan accounts. The firm customizes portfolios based on individual client risk tolerance and objectives, offering both discretionary and non-discretionary management across a range of investment vehicles and strategies.

Michael Sullivan II is the sole advisor at Sullivan Haymaker in Indianapolis, IN, holding a Series 66 designation with 23 years of industry experience. He has worked at LPL Financial since 2010 and established Sullivan Haymaker in 2024. He is also licensed to sell non-variable insurance products. Sullivan Haymaker provides portfolio management and financial planning services to individuals and high-net-worth clients. The firm employs a combination of technical analysis and modern portfolio theory to manage portfolios, offering discretionary trading authority and using a range of active strategies including options and short sales.

Bradley Herndon is a CFA® charterholder and principal of Herndon Investment Management, LLC in Greenfield, IN, with 4 years of advisory experience and over 20 years at GBC Banking Company. He leads the firm as its sole advisor. Herndon Investment Management provides discretionary investment management and portfolio construction services to individuals, estates, trusts, charitable organizations, and endowments. The firm combines fundamental, valuation, and technical analysis to guide asset allocation and security selection, focusing on long-term returns and risk management.

Gregory Wilson is the sole advisor at G.M. Wilson Private Wealth Management Group in Fishers, Indiana. He holds Series 63 and Series 65 designations and has 23 years of industry experience. Wilson has worked at Traderight Securities, Inc. since 2004. His firm provides portfolio management and written financial planning services to individuals and high-net-worth clients, operating primarily on a non-discretionary basis with client approval required for trades. The investment approach emphasizes conservative asset allocation, large-cap dividend-paying stocks, dollar-cost averaging, and sector diversification through ETFs.

Alex Perkins is an Indianapolis, IN fee-only financial advisor, located in Fishers, IN, serving clients locally and across the country. We believe the purpose of Financial Planning is to help you use, manage, and direct your resources towards what matters most. We do our best work for three distinct groups of people: 1. We help retirees turn their life savings into a reliable income stream while also minimizing their lifetime tax burden. 2. We help business owners think through separating their personal financial situation with their business’ and either prepare for a sale or transition to the next generation. 3. We help high net worth families avoid or significantly mitigate a brutal 40% estate tax by proactively coordinating with estate planning attorneys to implement advanced planning strategies. I am a CERTIFIED FINANCIAL PLANNERTM professional, board member of the Rotary Club of Fishers, member of the Estate Planning Council of Indianapolis, and member of NAPFA, the National Association of Personal Financial Advisors. Members of NAPFA must abide by a strict fiduciary standard and are fee-only financial advisors. I live in Fishers, Indiana yet help families like you all around the country. I am married and have three beautiful children: two boys and a girl. My personal attention to helping you plan and to make smart financial decisions will give you peace of mind. That’s why I used the words “Wealth Advantage” in naming my business since I am confident my services will provide you with an advantage over other financial advisory firms.

Clay Brooks is a CFP® professional with 17 years of industry experience. He is the president and sole advisor at Abound Wealth Strategies in Indianapolis, IN. His prior roles include positions at Great Point Capital, International Assets Advisory, and J.P. Morgan Securities. Brooks is also a licensed life insurance agent and provides paid tax preparation services for clients. Abound Wealth Strategies offers portfolio management, financial planning, and investment analysis to individuals, trusts, estates, charitable organizations, and employee benefit plans. The firm employs tailored investment strategies that may include model portfolios, asset allocation approaches, and a variety of investment vehicles, while also providing pension consulting and participant education services.

Joseph Del Principe is a Series 65-licensed financial advisor based in Indianapolis, IN, with 11 years of industry experience. He is the sole advisor at Del Principe O’Brien Financial Advisors, an independent firm. Del Principe O’Brien Financial Advisors provides discretionary portfolio management, financial planning, and consulting services to private individuals, high-net-worth clients, and institutional entities. The firm uses a model-portfolio, separate-account structure with an emphasis on capital preservation, tax efficiency, and behavioral-economics informed asset allocation, combining fundamental research with quantitative and technical tools.

Brian Henderson is a CFA charterholder with 11 years of experience at Telegraph Equity Partners Limited. He has been with the firm since 2014 and also serves as President of Glencoe Capital Partners, a consulting and management firm for family farm and real estate operations, and as Managing Director of Highgrove Development, a real estate development company. Telegraph Equity Partners Limited is a fee-only investment adviser that manages discretionary portfolios for individuals, businesses, and not-for-profit institutions. The firm employs a fundamental, value-oriented investment strategy focused on long-term buy-and-hold with relatively low turnover, managing approximately $64.6 million across a small client base.

Brian Robinson is a financial advisor at Snowbird Financial LLC in Indianapolis, IN, with 18 years of industry experience. He holds a Series 66 designation and has operated Robinson Insurance LLC since 2012, where he serves as president and is licensed to sell various insurance products. Additionally, he has worked for the City of Bloomington since 2010. Snowbird Financial LLC is an independent advisory firm serving individuals, trusts, estates, and business entities. The firm manages approximately $29.5 million across about 177 client relationships, offering discretionary portfolio management, written financial planning, and access to insurance products through its principal’s insurance license.

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.

Wendee Maniago is a financial advisor at RASP Wealth Solutions, LLC with 18 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc for 14 years. Outside of her advisory role, she is associated as an officer with Maniago Enterprises, LLC, a non-investment business owned by her husband. RASP Wealth Solutions provides personalized financial planning and investment management services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm employs a client-centered investment approach, using fundamental, quantitative, and technical analysis, and manages approximately $105.8 million for about 89 clients.

Jeffrey Sturgis is a CFP® with 21 years of industry experience, currently serving at Brightstone Advisors LLP since 2009. He has a background that includes longstanding roles at Forum Private Client Group, Linsco/Private Ledger Corp., and his own entities, Sturgis Private Client Group LLC and Sturgis CPA Group LLC. Outside of his advisory work, he is the 100% equity owner and managing partner of Brightstone CPA’s LLP, a public accounting practice. Brightstone Advisors serves individual and high-net-worth clients, offering portfolio management, family office services, and financial planning. The firm emphasizes long-term, diversified portfolios with tax-aware management and integrates accounting and tax services through its affiliated public accounting practice.

Joshua Walker is a financial advisor at Wright Planning, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Wright Planning since 2023. Outside of his advisory role, he is a Product Manager at Kamar Products, Inc., a position he has held since 2002. Wright Planning serves individual and corporate clients by providing integrated financial planning alongside portfolio management. The firm employs a combination of fundamental and technical analysis within a Modern Portfolio Theory framework and offers various planning engagements without standalone investment management.

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.