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.

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.

Douglas Macomber is a financial advisor with CADE Group, Inc. in Carmel, IN, holding Series 63, Series 65, and Series 66 credentials and bringing 29 years of industry experience. His previous roles include positions at Edward Jones, DWS Distributors, Inc., and Van Kampen Advisors Inc. He has worked at CADE Group, Inc. and Raymond James Financial Services since 2026. CADE Group, Inc. provides investment advisory, portfolio management, modular financial planning, and pension consulting services to individuals, employee benefit plans, trusts, estates, charitable organizations, corporations, and government entities. The firm combines fundamental, technical, and modern portfolio theory methods tailored to client objectives and risk profiles, with a notable focus on pension consulting and service to state and municipal clients.

Jeffrey Gardner is a financial advisor at MFG Wealth Management, Inc. in Indianapolis, IN, holding a Series 65 designation and nine years of industry experience. He has been with MFG Wealth Management since 2017 and previously worked at Vector Marketing and Cutco Cutlery, as well as the University of Indianapolis. 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 investment strategies that combine fundamental and technical analysis with in-depth market assessment, making portfolio decisions on a discretionary basis and aligning strategy with individual risk tolerance.

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.

Willard Klink is a financial advisor with Cornerstone Advisory, LLC in Greenfield, IN. Holding Series 63 and Series 66 licenses, he has 47 years of industry experience, including roles at Cornerstone Financial Services, Inc., Signator Investors, Inc., and Cetera Investment Services LLC. Cornerstone Advisory provides financial planning and portfolio management services to individual clients, including high net worth households, as well as employer-sponsored retirement plans. The firm employs a combination of fundamental and technical analysis within its investment approach and offers services such as third-party manager selection and participant education.

Micala Mc Clain is a financial advisor at Benham Advisory Group with a Series 65 credential and one year of industry experience. Prior to her advisory role, she worked six years at Ridgeline Electrical Industries and has been involved with 604 Studios, LLC since 2015. Benham Advisory Group, founded in 2024, 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 and a variety of securities, managing approximately $94.4 million across about 345 client relationships.

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.

Stephanie West is a financial advisor at TruEdge Asset Management LLC with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms including Blue Diamond Securities of America and IGM Brokerage. In addition to her advisory role, she serves as a Senior Consultant with Bristal Lane Group, providing operational and compliance support for the financial services industry in Indianapolis. TruEdge Asset Management primarily serves registered investment advisors and institutional clients through a turnkey asset management platform, offering trading, operational support, reporting, and a model marketplace. The firm also provides discretionary investment advice to pooled investment vehicles and supports advisors managing over $3 billion in assets.

Nathan Kesling is a financial advisor at Crown Haven Wealth Management in Carmel, Indiana, holding a Series 65 license with six years of industry experience. He has worked at Crown Haven in various capacities since 2019 and previously held roles at Aegis Wealth Management and Indiana Farm Bureau Insurance. Kesling is also licensed as a life, accident, and health insurance agent. Crown Haven Wealth Management serves approximately 394 individual households by referring clients to third-party registered investment advisers rather than directly managing assets. The firm focuses on selecting and monitoring external investment managers to align with clients’ financial goals and risk profiles, combining advisory services with licensed insurance offerings.

Thomas Farrer is a financial advisor at Core Wealth Advisors with six years of industry experience. He previously worked at An Exceptional Life Financial, LLC and the Indiana Public Retirement System, and took a year for full-time education. He is also the founder of Summit Wealth Solutions, LLC, a tax preparation business serving existing clients on a seasonal basis. Core Wealth Advisors is an independent wealth management firm serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm uses a Modern Portfolio Theory-based investment approach with a focus on low-cost ETFs, mutual funds, and individual fixed income, managing approximately $143.8 million in discretionary assets.

Ahmad Saltagi is a CFP®-certified financial advisor with seven years of experience at Zaki Financial LLC. In addition to his advisory role, he has worked as a physician at Indiana Internal Medicine for over two decades and holds a minority ownership in Compassion Hospice, LLC. He is also a licensed independent insurance agent. Zaki Financial serves individual, charitable, and corporate clients by providing discretionary portfolio management and comprehensive financial planning. The firm employs an active investment approach that combines fundamental analysis with technical and cyclical methods, tailoring portfolios to client objectives, tax considerations, and personal values.

Jacob Rich is a CFP® with nine years of industry experience, currently serving as a financial advisor at Capstone Wealth Advisors, Inc. in Indianapolis, Indiana, where he has worked since 2020. His prior experience includes roles at Bank of America, Merrill, and ADP. Outside of his advisory work, he is involved as an assistant cross country and track and field coach at Brebeuf Jesuit Preparatory School, a charitable educational organization. Capstone Wealth Advisors serves individuals, families, plan sponsors, and privately owned businesses, offering a range of financial planning, wealth advisory, and business consulting services. The firm integrates traditional wealth management with targeted business advisory work and employs a diversified investment approach using mutual funds, ETFs, separately managed accounts, and third-party model programs.

John Simmons is a financial advisor with Morris Group Advisory Service, Inc. in Indianapolis, Indiana. He holds a Series 63 designation and has 41 years of industry experience, including 38 years with Morris Group, Inc. Simmons is also licensed to sell life insurance. Morris Group Advisory Service, Inc. is an independent firm serving primarily individual clients with discretionary portfolio management and investment advice, emphasizing broadly held market securities and operating as a fiduciary.

Ronald Rich is a financial advisor with Capstone Wealth Advisors, Inc. in Indianapolis, Indiana, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Capstone Wealth Advisors, LLC since 2002. Capstone Wealth Advisors serves individuals, families, plan sponsors, and privately owned businesses, providing financial planning, wealth advisory, discretionary portfolio management, and business advisory services. The firm combines traditional wealth management with targeted business consulting, particularly for medical practices and private businesses, using a variety of investment platforms without proprietary product sales.