Eric Welch is a financial advisor with Harbour Wealth Partners, Inc. and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including 26 years with LPL Financial and over 30 years with Harbour Wealth Partners. Harbour Wealth Partners provides financial planning, business advisory, and Personal CFO services to individuals, families, pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on a planning-centric, long-term approach, offering advice on a project or ongoing basis without discretionary portfolio management, allowing clients to implement recommendations through their chosen broker or advisor.

Julian Strickland is a CFP® professional with two years of experience in financial advisory roles, currently serving at Genesis Advisors, LLC. Prior to joining Genesis Advisors, he worked at Wacker Wealth Partners and has professional experience including employment with the Indianapolis Fire Department as a firefighter and emergency medical technician. Genesis Advisors LLC provides investment management, financial planning, and employer-sponsored plan consulting for a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm manages about $121 million and employs a passive investment approach utilizing index mutual funds and ETFs alongside fundamental analysis.

Tyler Winkleman is a financial advisor at Catalyze Wealth Management in Carmel, IN, holding a Series 65 credential with seven years of industry experience. He also owns and operates The Law Office of Tyler J. Winkleman, providing legal services to small businesses and families. Additionally, he serves as Assistant Counsel at DFAS. Catalyze, LLC offers discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and businesses. The firm integrates investment advisory services with legal and accounting-related offerings, including in-house tax preparation, bookkeeping, and payroll, while emphasizing systematic risk management and a multi-faceted investment approach.

Dipen Mehta is a financial advisor at Helix Wealth with 10 years of industry experience. His previous roles include positions at INVST, Inc., Valor Capital Management, and Prosperity Capital Advisors. Outside of advisory work, he is involved in developing retirement planning tools through MyRetirementPlan.AI, Inc. and operates several other businesses unrelated to investments. Helix Wealth provides advisory services to individuals, high-net-worth families, business owners, trusts, estates, charitable organizations, and institutional clients. The firm offers comprehensive wealth management, multi-family office services, investment management, retirement plan consulting, tax planning oversight, estate planning support, concierge administrative services, and educational programming. Investment decisions are based on fundamental analysis, asset allocation, and modern portfolio theory, with a focus on long-term discipline and tax-sensitive implementation.

Thomas Kopelman is a financial advisor at AllStreet Wealth with seven years of industry experience. He holds a Series 66 designation and has worked with firms including Thrivent Financial and Eli Lilly and Company. Kopelman is co-owner of AllStreet Academy LLC, an educational business that develops courses and templates for individuals and advisers. He also hosts a podcast and leads the advisor council for Wealth.com, an estate planning software company. AllStreet Wealth is an SEC-registered advisory serving individuals, high-net-worth clients, and business owners with comprehensive financial planning and discretionary investment management. The firm emphasizes long-term, passive, buy-and-hold portfolios anchored in asset allocation and Modern Portfolio Theory, offering tailored planning and investment solutions including business-owner succession and equity compensation considerations.

Timothy Luker is a financial advisor at Brightstone Advisors LLP with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Primerica Financial Services and Primerica Advisors. Outside of financial services, he is the managing member and owner of Lapel's Ice Cream Plus, LLC. Brightstone Advisors serves individual and high-net-worth clients, providing portfolio management, family office services, and financial planning. The firm emphasizes long-term, diversified investment strategies with tax-aware management and integrates accounting and tax services through an affiliated CPA practice.

Jonathan Harrier is a CFP® professional with 16 years of industry experience. He has worked at CFG Wealth Management Services Inc since 2002 and holds Series 63 and Series 65 licenses. CFG Wealth Management Services provides advisory services to individuals, including high-net-worth clients, pension and profit-sharing plans, and businesses. The firm offers customized investment management, financial planning, and consulting, with a focus on client communication and educational support.

Thomas Steinmetz is a CFP® professional with 18 years of industry experience, currently serving at Capstone Wealth Advisors, Inc. in Indianapolis, IN, where he has worked since 2007. He is part of a four-advisor team at the firm. Capstone Wealth Advisors is a privately owned advisory firm serving individuals, families, high-net-worth clients, and sponsored retirement plans. The firm combines personal financial planning and discretionary portfolio management with retirement-plan consulting and business advisory services, utilizing a process that includes tax and cash flow analysis to guide asset allocation across mutual funds, ETFs, and separately managed accounts.

Matthew Reynolds is a financial advisor at TruEdge Asset Management LLC with 24 years of industry experience. He holds a Series 66 designation and has worked with several firms, including Quincy Wells Capital and Thurston Springer Financial. Outside of his advisory role, he serves as President and Partner of Financial Services Holding, LLC, and consults to firms in the financial services industry through Bristal Lane Group. TruEdge Asset Management primarily serves registered investment advisors and institutional clients via a turnkey asset management platform. The firm offers trading and operational support, reporting and billing services, and a model marketplace that includes internal and third-party models as well as direct indexing.

Mark Cade is a CFP® with 42 years of industry experience, currently serving as President and Advisor at CADE Group, Inc. since 1997. He has a long tenure with Raymond James Financial Services dating back to 2003 and has been involved in employee benefits through Cade & Lee since 2010. CADE Group, Inc. provides advisory services to individuals, pension and profit-sharing plans, and institutional clients, offering financial planning, portfolio management through wrap programs, and retirement consulting. The firm employs a variety of analytical methods to tailor portfolios and delivers investment management primarily via subadvisory arrangements with Raymond James & Associates.

Stephen Carr is a financial advisor at Peloton Capital Management in Indianapolis, IN, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Peloton Wealth Strategists since 2010. Peloton Capital Management serves private individuals, high-net-worth households, and institutional clients with discretionary portfolio management and a flat-fee financial planning service called Roadmap. The firm offers a range of investment strategies and custom-managed portfolios, operating as a fee-only registered investment adviser with a focus on detailed reporting and multi-account management for larger clients.

Ishaan Sandhir is a financial advisor at Eagle Investors LLC with a Series 65 designation and two years of industry experience. He has held roles at Envision Capital Management Group and Eagle Investors LLC since 2018. Outside of advisory work, Sandhir is involved in technology development as Principal Engineer and owner of Forgelab Innovations, LLC, and serves as Executive Managing Partner of Eagle Horizon Ventures LLC, a venture incubator. He is also founder and president of Summit Impact Trust, a nonprofit focused on social impact investments and philanthropic grantmaking. Eagle Investors LLC serves individual clients through a fee-based subscription platform and one-time online advising sessions, providing personalized, non-discretionary financial advice and impersonal trade recommendations. The firm emphasizes active trading education and short-term strategies, delivering real-time trade alerts and technical analysis via a Discord platform that includes AI-generated insights.

James Humphries is a financial advisor at Mindset Wealth Management, LLC in Indianapolis, IN, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Salzinger Sheaff Brock, LLC and Innovative Portfolios. Mindset Wealth Management is a team of four advisors managing approximately $323 million for individuals, high-net-worth clients, trusts, estates, and institutional investors. The firm uses a combination of fundamental, technical, and charting analysis alongside Modern Portfolio Theory and tactical asset allocation, implementing options and margin strategies directly within discretionary accounts.

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.

Matthew Landini is a CFP® professional with 14 years of industry experience, currently serving at Genuine Wealth Advisors, LLC in Indianapolis, IN. He has operated as a sole proprietor and managed Genuine Wealth Management, LLC since 2015. Genuine Wealth Advisors provides discretionary and non-discretionary asset management and financial planning services to individual and high-net-worth clients, managing approximately $69 million across 54 client relationships. The firm customizes investment programs based on client goals and risk tolerance, employing a range of strategies including fundamental and technical analysis, options writing, and tax-aware reviews.

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.

Teresa Barthuly is a financial advisor at Capstone Wealth Advisors, Inc. in Indianapolis, IN, holding a Series 65 designation with four years of industry experience. She has been with Capstone Wealth Advisors since 2021. Capstone Wealth Advisors is a privately owned firm serving individuals, families, high-net-worth clients, and sponsored retirement plans. The firm offers personal financial planning, discretionary portfolio management, retirement-plan consulting, and business advisory services, utilizing a process that reviews tax returns, cash flow, net worth, and risk tolerance to recommend diversified asset allocations.

Mark Vandygriff is a financial advisor at Mindset Wealth Management, LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses with 11 years of industry experience. He previously worked for Sheaff Brock Investment Advisors, LLC for 10 years before joining Mindset Wealth Management and its affiliate Mindset Asset Management. Mindset Wealth Management is an SEC-registered, discretionary investment adviser serving individuals, high-net-worth clients, trusts, estates, qualified purchasers, institutional investors, and retirement plan participants. The firm combines fundamental, technical, and charting analysis with Modern Portfolio Theory and tactical asset allocation, implementing active and passive strategies including in-house options and margin techniques tailored to client risk tolerance and objectives.