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 with Koon Financial Planning & Consulting (KFP&C) in Greenwood, IN. He holds the Series 65 designation and has eight years of industry experience, including roles at Cross Financial Services and Indiana University. He has been with KFP&C since 2017. Koon Financial Planning & Consulting provides comprehensive financial planning and investment management services to individuals, trusts, estates, and small charitable foundations. The firm employs a top-down asset allocation strategy combined with diversified core portfolios and tactical satellite positions, managing approximately $147 million with a two-advisor team.

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.

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.

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.

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.

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.

Curtis Reeser is a financial advisor at Werner Financial in Indianapolis, IN, holding Series 65 and Series 63 licenses with 12 years of industry experience. He previously worked at Mass Mutual Investors Services and WestPoint Financial Group. He is also a licensed insurance agent, spending a portion of his time on insurance activities. Werner Financial provides asset management, financial planning, and bookkeeping services to individuals, trusts, estates, corporations, and retirement plans. The firm customizes portfolios and plans based on clients’ goals and risk tolerance, utilizing both fundamental and technical analysis along with documented investment policies.

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.

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.

Maxwell Bigler is a financial advisor with Financial Plans & Strategies, Inc. in Greenwood, IN, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Financial Plans & Strategies in 2023, he worked at Charles Schwab & Co., Inc. and Frontier. Financial Plans & Strategies provides investment advisory and planning services to individuals, high-net-worth clients, families, trusts, estates, and employer retirement plans. The firm offers discretionary asset management, retirement plan advisory, and financial planning tailored to client objectives, with a focus on diversified allocations and ongoing portfolio supervision.

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 with 9 years of industry experience, currently with 4 Wealth Advisors, Inc. in Indianapolis, IN. He holds Series 63 and Series 65 designations. In addition to his work in financial services, he is employed at Flanner Buchanan, where he serves as a Family Services Advisor involved in funeral, cremation, and cemetery planning. 4 Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized portfolio management and financial planning solutions, employing a variety of analytical methods and maintaining affiliations with accounting and insurance entities.

Ray Marr is a financial advisor at Quantum Financial Services Inc. with the Series 65 designation and four years of industry experience. He previously worked at SEI Investments for six years before joining Quantum Financial Services in 2021. Outside of advising, he is involved as a limited partner in an agricultural and commercial real estate leasing business. Quantum Financial Services serves individual and high-net-worth clients as well as institutional entities, offering portfolio management, investment consulting, financial planning, and estate planning. The firm employs a blend of fundamental and quantitative analysis and operates primarily on a non-discretionary basis, allowing clients to approve investment selections.

Maggie Meiners is a financial advisor at Financial Plans & Strategies, Inc. in Greenwood, IN, holding Series 63 and Series 65 licenses with nine years of industry experience. She has been with Financial Plans & Strategies since 2015. Financial Plans & Strategies provides investment advisory and planning services to individuals, high-net-worth clients, families, trusts, estates, and employer retirement plans. The firm offers discretionary asset management, retirement plan advisory, and financial planning with tailored advice implemented through diversified allocations and periodic portfolio supervision.

Randall Harrison is a financial advisor with Charter Advisory Corporation in Indianapolis, IN. He holds a Series 66 designation and has 18 years of industry experience. He has been with Charter Advisory Corporation since 2010 and also maintains an affiliation with LPL Financial, LLC since 2009. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $366 million in client assets and serves retail and high-net-worth clients through a multi-advisor team structure.

Grant Reeves is a financial advisor with coreVISION Financial Group in Shelbyville, IN. He holds a Series 66 designation and has six years of industry experience. In addition to his advisory work, Reeves is a licensed attorney and serves as a board member for Franklin County Community Schools. coreVISION Financial Group provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm combines traditional discretionary management with third-party implementation options, managing over $1.15 billion and employing a primarily long-term investment philosophy with tactical flexibility.

Brent Thoman is a financial advisor with coreVISION Financial Group in Shelbyville, Indiana, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with coreVISION Financial Group since 2023 and has concurrently worked at LPL Financial since 2014. Outside of his advisory work, Thoman is involved in local youth sports as a basketball and baseball coach. coreVISION Financial Group provides discretionary investment management and financial planning services to individuals—including high-net-worth clients—trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term investment philosophy supported by fundamental, technical, and cyclical analysis, offering customized portfolios that include mutual funds, ETFs, stocks, bonds, options, and independent managers, while also incorporating third-party platforms for automated management and tax optimization.

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.