Thomas Hardin is a Certified Financial Planner® with 27 years of industry experience. He has been with Canterbury Financial Group, LLC since 2003. Hardin holds Series 63 and Series 65 licenses. Canterbury Investment Management, LLC provides discretionary portfolio management and financial planning to individual and corporate clients, including high-net-worth individuals. The firm manages an affiliated mutual fund and offers sub-advisory services to other registered investment advisers, using a market-state approach to guide allocation changes through its Canterbury Portfolio Thermostat ETF Strategy.

Andrew Johnson is a financial advisor with Royal Capital Wealth Management LLC in Carmel, IN, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He previously worked at RBC Capital Markets from 2009 to 2017. Outside of advising, Mr. Johnson is licensed as an independent insurance agent specializing in individual life and health insurance. Royal Capital Wealth Management serves individuals, high-net-worth clients, trusts, charitable organizations, pension plans, and corporations, offering discretionary asset management and retirement plan investment consulting. The firm uses proprietary investment models and fundamental analysis to implement asset allocation guidelines across active and passive strategies, focusing on individual equities and fixed income.

Christopher Norwood is a CFA® charterholder with 16 years of industry experience and serves as the principal of Norwood Economics, Inc. He has been an adjunct professor of economics at Butler University since 2016 and began coaching girls high school softball at North Central High School in 2024. His career also includes six years of service with Warren Township. Norwood Economics provides discretionary portfolio management and financial planning for individual and institutional clients, employing an actively managed, multi-asset class approach with a value-oriented, bottom-up equity process and tactical asset-class tilts based on valuation and risk/reward assessments. The firm distributes a weekly market newsletter, conducts educational seminars and webinars, and offers financial planning as a no-cost component of portfolio management.

David Mcgill is a financial advisor with Comprehensive Financial Consultants in Cicero, Indiana, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes roles at Parkland Securities, LLC and Sigma Planning Corporation. Outside of advising, he serves as Director of Aviation for Central Indiana Aviation Mission, which provides medical and disaster-related air transportation. Comprehensive Financial Consultants serves individuals, corporations, charities, and retirement plans, offering tailored financial planning and discretionary portfolio management based on client goals and risk tolerance. The firm employs strategies such as asset allocation and technical analysis and provides ongoing account monitoring and rebalancing.

Jeff McMahan is a CFP® with 27 years of industry experience and has been with McMahan Capital Management since 2000. He holds Series 63 and Series 65 licenses and is based in Carmel, IN. McMahan Capital Management provides discretionary portfolio management and investment advisory services to individuals, trusts, estates, corporations, pension/profit-sharing plans, and nonprofit organizations. The firm emphasizes quality securities, diversification, position-size limits, and minimizing transaction costs through fundamental, technical, and cyclical analysis, managing approximately $115.8 million in discretionary assets across about 40 client relationships.

Terrance Andersen is a CFP® professional with 13 years of industry experience. He has worked at Tactical Wealth Partners since 2016 and previously held roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Andersen holds Series 63 and Series 65 licenses. Tactical Wealth Partners serves high-earning attorneys at large law firms and their households, providing comprehensive financial planning and investment management. The firm follows a diversified, tax-aware investment approach using low-cost mutual funds and ETFs, managing assets primarily through Altruist Financial LLC while maintaining legacy third-party advisory relationships.

Casey Marx is a financial advisor at Crown Haven Wealth Management in Carmel, IN, holding a Series 65 credential with one year of industry experience. In addition to his advisory role, he manages a business technology company, Pine Cone II LLC, providing oversight and management. Crown Haven Wealth Management serves primarily individual clients by evaluating and recommending third-party investment advisers tailored to clients’ financial situations and risk tolerances, without directly managing client assets or executing trades.

Lauren Werckenthien is a CFP® and Series 66-registered financial advisor with eight years of industry experience. She is currently with SecurEstate Financial Services, Inc., where she has worked since 2016, including roles at affiliated entities and prior positions at Cambridge Investment Research. She serves on the investment committee of the South Madison Community Foundation, a nonprofit community foundation in Madison County, Indiana. SecurEstate Financial Services provides advisory services to individual and high-net-worth clients, offering portfolio management, financial planning, and third-party adviser selection. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative analysis to guide its long-term investment approach.

Jason Rasp is a financial advisor with RASP Wealth Solutions, LLC, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He worked at UBS Financial Services Inc. from 2015 to 2023 before joining RASP Wealth Solutions. 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’s investment approach involves a detailed client assessment and combines fundamental, quantitative, and technical analysis, generally favoring a long-term strategy with flexibility for shorter-term trades when appropriate.

Brian Carroll is a CFP® with eight years of industry experience. He is currently associated with Oak Harbor Wealth Partners and has previously worked at Raymond James and Major League Soccer. His background includes over a decade in professional sports prior to his financial advisory career. Oak Harbor Wealth Partners is an SEC-registered investment adviser that specializes in institutional and retirement-plan consulting, offering portfolio management, financial planning, and educational services. The firm emphasizes ERISA consulting and uses diversified model allocations and third-party manager oversight to serve its clients.

Kevin Ward is a Series 65 licensed financial advisor with Park + Elm Investment Advisers in Carmel, Indiana, bringing 10 years of industry experience. He has been with Park + Elm Investment Advisers LLC since 2016. In addition to his advisory role, he is a licensed insurance agent and owns Park + Elm Insurance Services, through which he occasionally offers commissionable insurance products. Park + Elm Investment Advisers provides discretionary portfolio management, financial planning, and retirement-plan consulting to individual clients, including high-net-worth households, and plan sponsors. The firm employs a risk-assessment tool and five model portfolios based on Modern Portfolio Theory, primarily using institutional mutual funds for implementation.

Brian Wright is a CFP® with 16 years of industry experience. He is a principal at Wright Planning, LLC and also serves as a business consultant at Wright Accounting Group, LLC. His prior experience includes positions at ARGI Investment Services, LLC and Valeo Financial Advisors. Wright Planning, LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, and small businesses. The firm combines fundamental and technical analysis within a strategic and tactical asset allocation framework, managing client accounts based on objectives, risk tolerance, and tax considerations.

Gordon Campbell is a financial advisor with Crown Haven Wealth Management in Carmel, IN, holding a Series 66 designation and 11 years of industry experience. He has worked with several firms, including Aegis Wealth Management and Lifemark Securities, and has been associated with Crown Haven in various capacities since 2016. Additionally, he is involved with Crown Haven Wealth Advisors as an independent insurance agent specializing in life and annuity products. Crown Haven Wealth Management provides financial advisory services primarily to individual clients, referring them to third-party registered investment advisers rather than managing assets directly. The firm focuses on evaluating and recommending investment advisers that align with clients' financial goals and risk tolerance, while monitoring those advisers and their reporting.

Henry Wright Jr. is a financial advisor at Obsidiant Partners LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at CliftonLarsonAllen Wealth Advisors LLC for eight years. Obsidiant Partners provides discretionary portfolio management, financial planning, and non-discretionary consulting to a diverse client base including high net worth individuals, corporations, pension and profit-sharing plans, foundations, and not-for-profit organizations. The firm emphasizes client-specific investment plans and often delegates day-to-day management to unaffiliated sub-advisers while maintaining overall supervision.

Jeffrey Ledbetter is a financial advisor at Remnant Wealth with one year of industry experience. He holds a Series 66 designation and has worked previously at Capital Group, Betterled Consulting, Big League Advance, Liberty University, and the Texas Rangers. Outside of his advisory role, he is involved in a consulting and growth-services firm called Droplight. Remnant Wealth is a fee-only registered adviser serving individual and high-net-worth clients with investment management and financial planning services. The firm employs a blend of passive and active investment strategies, emphasizing asset allocation and oversight of outside managers and sub-advisers.

John Duncan is a financial advisor at Norwood Economics, Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at firms including Prudential, Larson Financial Group, Transamerica Life Insurance Company, Fidelity Investments, and Bank of America/Merrill Lynch. Norwood Economics provides discretionary portfolio management and financial planning services to individual clients, retirement plans, pooled funds, and cash balance plans. The firm employs an actively managed, multi-asset class investment approach with a value-oriented, bottom-up equity process and delivers research-driven portfolio oversight alongside educational offerings such as a weekly market newsletter and retirement seminars.

Karo Kochounian is a financial advisor at Elevate Capital Management, L.L.C. with six years of industry experience. He has been with Elevate Capital since 2019 and previously worked at Institutional Shareholder Services from 2014 to 2019. Outside of finance, he owns Les Amis Salon et Spa, a hair salon located in San Mateo, California. Elevate Capital Management provides portfolio management and investment planning for individual and high-net-worth clients, using a variety of analytical techniques and a generally long-term trading approach. The firm serves approximately 69 client relationships across two advisors and incorporates client-imposed restrictions into tailored allocations.

Haley Koss is a Series 66-licensed financial advisor with six years of industry experience. She is currently with Tower Wealth Partners in Carmel, IN, where she has worked since 2018. Prior to this, she held roles at J Alden Associates, Inc. and Raymond James Financial Services. Outside of her advisory work, she holds an insurance license. Tower Wealth Partners provides wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and employer retirement plans. The firm manages approximately $440 million in client assets and utilizes a combination of fundamental and technical analysis in constructing customized portfolios.

Roy Bodinus is a financial advisor at CBG & Company, Inc. with 25 years of industry experience. He has been with CBG & Company since 2008 and holds a Series 65 designation. CBG & Company, Inc. serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, managing approximately $270 million in client assets. The firm combines fundamental and technical analysis with long-term portfolio management and offers integrated accounting and practice-consulting services alongside fiduciary retirement plan solutions.

Jason Comer is a financial advisor at Park + Elm Investment Advisers in Carmel, IN, holding a Series 65 designation with 15 years of industry experience. He has worked at Hieser Webb Capital Management since 2010. Outside of advising, Comer manages contractors on residential real estate rehabilitation projects. Park + Elm Investment Advisers provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals and employer-sponsored plans. The firm uses a risk-assessment tool and model portfolios grounded in Modern Portfolio Theory, primarily implementing strategies with institutional mutual funds.