Randi Bellner is a financial advisor at Gryphon Financial Partners with two years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at U.S. Bancorp Investments and U.S. Bank. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm employs an active, diversified “total portfolio” approach and offers both discretionary investment management and consulting, serving a broad client base including high-net-worth and non-HNW clients.

John Crawford is a financial advisor with Intrepid Financial Planning Group, LLC in Carmel, IN, holding 26 years of industry experience. He has been with Intrepid Financial Planning Group since 2000. Intrepid Financial Planning Group provides discretionary, fee-based investment management to a diverse range of clients including individuals, families, business entities, trusts, estates, pension and profit-sharing plans, and charitable trusts. The firm employs a strategic asset allocation approach grounded in Modern Portfolio Theory, emphasizing diversification, tax efficiency, and cost control while managing approximately $355 million in client assets.

Brian Hamel is a CFP® professional with 34 years of industry experience. He is currently with RetireMitten Financial LLC, where he has worked since 2025, and previously spent 12 years with Schwab Wealth Advisory and Charles Schwab. Outside of his advisory work, Hamel is a principal of Blueforce Investors, LLC, a firm engaged in income-producing real estate investments. RetireMitten Financial LLC serves individual and high-net-worth clients, trusts, corporations, and multi-generational families by providing discretionary investment management and written financial planning services. The firm’s investment approach emphasizes passive portfolio construction using stocks and ETFs, guided by client-specific investment policies and periodic reviews.

David West is a CFA® charterholder and the sole advisor at West Advisors, Inc. in Fishers, Indiana, with 14 years of experience in the financial industry. He has been with West Advisors since 2005. West Advisors serves individuals, high-net-worth clients, trusts, retirement plans, and tax-exempt organizations by providing financial consulting, investment management, and select non-advisory services. The firm employs a fiduciary approach, using Modern Portfolio Theory-based asset allocation with tax-sensitive strategies and a mix of passive and active investments, and conducts regular account reviews with written client reports.

Richard Cooke is a CFP® with 10 years of industry experience. He currently serves as a financial advisor at Abundo Wealth and has previously worked at firms including 2Point0 Financial, Vincere Wealth Management, Edward Jones, and Fidelity. Outside of finance, he operates a travel agency assisting clients with booking and support. Abundo Wealth provides comprehensive financial planning and non-discretionary investment advisory services to individual clients through a client portal, focusing on topics such as cash flow, retirement, and estate planning. The firm employs a passive, low-cost index fund investment approach and structures its advisory services on a subscription basis without requiring asset minimums.

James Case is a financial advisor with Global Assets Advisory, LLC and holds Series 63 and Series 65 credentials. He has two years of industry experience and a background in private equity with over a decade at James A. Case - Private Equity. His prior experience includes a long tenure at Alacrity and a brief period at J.P. Morgan Securities Inc. Global Assets Advisory, LLC is an SEC-registered adviser serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million through a team of eight advisors and a network of independent representatives, offering customized portfolios with mutual funds, ETFs, equities, and fixed income using both discretionary and non-discretionary strategies.

Chad Bailey is a financial advisor at Intrepid Financial Planning Group, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with the firm since 2010. Intrepid Financial Planning Group provides discretionary, fee-based investment management to a diverse client base including individuals, families, business entities, trusts, estates, pension and profit-sharing plans, and charitable trusts. The firm’s investment approach focuses on strategic asset allocation, diversification, tax efficiency, and cost control, offering customized portfolios managed on a discretionary basis.

Matthew Bates is a CFP® and holds a Series 66 license with 18 years of industry experience. He is currently with Four Quadrant Wealth Advisors, Inc. and has prior experience at PFS Investments Inc., Primerica Financial Services, Advised Assets Group, LLC, and Gwfs Equities, Inc. He was also involved with Link to Learn Behavior Therapy from 2022 to 2024. Four Quadrant Wealth Advisors serves individual and high-net-worth clients as well as professional partnerships, corporations, and medical and dental practices. The firm provides personalized financial planning and discretionary portfolio management, tailoring advice to client objectives and risk tolerance using various analytical methods and a diversified range of investment instruments.

Chase Mitchell is a Series 65 licensed financial advisor with Intrepid Financial Planning Group, LLC in Carmel, Indiana. He has one year of experience in the financial industry. Prior to joining Intrepid, he held various roles in retail and education sectors, including positions at Costco Wholesale and Ivy Tech State College, and was involved with Hickeys Shaved Ice. Intrepid Financial Planning Group, LLC provides discretionary, fee-based investment management to a diverse client base including individuals, families, trusts, and pension plans. The firm emphasizes strategic asset allocation and diversification while managing approximately $355 million in client assets through customized portfolios.

Matthew Mohlman is a financial advisor at Monument Advisers with 13 years of industry experience. He holds Series 66 and Series 65 licenses and previously worked at Oxford Financial Group, Ltd. He is also the Executive Director of Monument Charitable, a donor-advised fund, and President of Monument Ventures, a holding company. Monument Advisers is a fee-only investment adviser serving individuals, charitable organizations, pooled investment vehicles, and businesses with portfolio management, financial planning, and coordination with third-party professionals. The firm employs a combination of modern portfolio theory, fundamental and macroeconomic analysis, and both passive and active strategies, offering tailored asset allocations and accommodating client preferences including socially conscious and Biblically Responsible Investing options.

Clinton Bucher is a financial advisor at Monon Wealth Management with 30 years of industry experience. He holds a Series 63 designation and has worked previously at Hutchens & Kramer Investment Management Group, Kestra Financial Services, and Legacy Advisors LLC. Outside of advisory work, he serves as Treasurer and investor for Frye Fabrication, Inc., a business owned by his son-in-law. Monon Wealth Management is an SEC-registered advisory team managing approximately $547 million for individuals, trusts, estates, businesses, and employer retirement plans. The firm provides comprehensive wealth management services, combining investment management, financial planning, and retirement plan advisory, utilizing model portfolios with a long-term orientation alongside tactical adjustments.

Park Leacock is a financial advisor at Monument Advisers with four years of industry experience. He holds a Series 65 designation and previously worked at Teeple Wealth Management, Belle Tire, and State Farm. Outside of advising, he is the founder and president of Imperium Coffee House LLC, a café in Brownsburg, Indiana, and also leads Smith & Leacock, LLC, a holding company related to a coffee patent. Monument Advisers is a fee-only investment management and financial planning firm serving individuals, high-net-worth clients, charitable organizations, pooled vehicles, and corporate clients. The firm uses asset-allocation principles and modern portfolio theory to construct portfolios with a mix of passive and active funds, offering both discretionary and non-discretionary management along with values-based investing options.

Donald Phelan is a financial advisor with Williamson Legacy Group, LLC in Carmel, Indiana, holding Series 63 and Series 66 licenses and 20 years of industry experience. His prior roles include positions at Axxcess Wealth Management, Wells Fargo Clearing, and Wells Fargo Advisors. He serves as president of the Economic Development Committee for the Town of Fishers, reviewing commercial and industrial proposals to assess their viability. Williamson Legacy Group provides personalized financial planning and investment advisory services to individuals, families, trusts, and qualified retirement plans. The firm employs a client-specific financial planning process combined with fundamental and technical analysis to create tailored portfolio strategies, managing approximately $183 million in discretionary assets for over 340 clients through a team of five advisors.

Tyler Wyss is a financial advisor at Golden Reserve Retirement, LLC with four years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Howard Bailey Financial, Charles Schwab & Co., Inc., Westpoint Financial Group, Cunningham Agency, and Walls Down Ministry. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, emphasizing long-term trading, diversification, and the use of passive, low-cost investments. The firm integrates affiliated estate planning and tax services within a negotiated fixed annual fee structure.

Elizabeth Ritz is a financial advisor with Gimbal Financial, LLC, holding Series 66 and Series 63 licenses and bringing six years of industry experience. She previously worked at Thurston Springer Financial for five years and Bristal Lane Group for one year, following a 16-year tenure at College Park Church. Gimbal Financial serves individuals, trusts, estates, small businesses, and retirement plans, offering discretionary asset management through a wrap-fee program as well as retirement plan and variable annuity consulting. The firm manages diversified portfolios tailored to client objectives and conducts annual account reviews considering economic conditions and market volatility.

Benjamin Hecht is a financial advisor with Williamson Legacy Group, LLC, holding a Series 66 designation and 11 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, WELLS FARGO Advisors, LLC, and Axxcess Wealth Management, LLC. He is also licensed as an insurance agent for life insurance products through Market Share Financial. Williamson Legacy Group provides personalized financial planning and both discretionary and non-discretionary investment advisory services to individuals, families, family offices, trusts, and qualified retirement plans. The firm combines fundamental and technical analysis to develop tailored long-term portfolio strategies and serves clients from multiple offices with a team of five advisors.

Kathleen Hudock is a financial advisor at Pekin Hardy Strauss, Inc. with nine years of industry experience. She holds Series 65 and Series 66 credentials. Her prior work includes roles at TD Ameritrade and Woodforest National Bank. Pekin Hardy Strauss, Inc. provides investment management, financial planning, and retirement plan services to individuals, pension and retirement plans, charitable organizations, and corporations. The firm employs a fundamental analysis-based investment approach incorporating ESG factors, utilizing a range of instruments and strategies to tailor portfolios according to clients’ objectives and risk tolerances.

Jeanette Mccormick is a financial advisor at Williamson Legacy Group, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors LLC and Axxcess Wealth Management, LLC. In addition to her advisory role, she serves as the chapter treasurer of the charitable organization Tri Kappa. Williamson Legacy Group provides personalized financial planning and investment advisory services to individuals, families, trusts, and qualified retirement plans. The firm employs a team-based approach and combines fundamental and technical analysis to tailor portfolios to client objectives, managing approximately $183 million in discretionary assets.

Thomas Adamczyk is a financial advisor with Intrepid Financial Planning Group, LLC in Carmel, IN, holding a Series 63 designation and 25 years of industry experience. He has worked at Intrepid Financial Planning since 2000 and concurrently operates Adamczyk & France CPA, P.C. since 1987. Intrepid Financial Planning Group provides discretionary, fee-based investment management to a diverse client base including individuals, families, trusts, and pension plans. The firm employs a strategic asset allocation approach incorporating Modern Portfolio Theory principles, emphasizing diversification, tax efficiency, and cost control, while managing about $355 million in client assets.

Philip Byers Jr. is a financial advisor with Gimbal Financial, LLC in Carmel, Indiana, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been associated with Raymond James Financial and related entities since 2009 and is the owner of Phil Byers, LLC, a support company. Gimbal Financial serves individuals, trusts, estates, small businesses, and retirement plans, offering discretionary asset management, retirement plan consulting, and variable annuity consulting. The firm sponsors its own wrap-fee program and manages diversified investment portfolios tailored to client objectives.