Michael Morrison is a financial advisor with Trust Investment Advisors Wealth Management, LLC, holding a Series 66 designation and 13 years of industry experience. He previously worked at Stifel Nicolaus from 2012 to 2024 before joining Trust Investment Advisors and its affiliated wealth management firm in 2024, where he serves as Senior Vice President of Investments. Trust Investment Advisors Wealth Management, LLC provides comprehensive investment advisory and limited consulting services to individuals, families, business owners, charitable organizations, and private foundations. The firm offers continuous asset management primarily on a non-discretionary basis, utilizing fundamental, technical, and qualitative analysis to develop client strategies and asset allocations.

Brian Wheeler is a financial advisor at Vertical Wealth, LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has worked at Legacy Practice Management, LLC since 2011. Vertical Wealth serves individuals, trusts, foundations, corporate retirement plans, and other private clients, including both high-net-worth and non-HNW households. The firm provides continuous investment advisory services and ongoing financial planning, managing discretionary portfolios primarily composed of mutual funds and ETFs, with an investment process that combines fundamental and technical analysis within a modern portfolio theory framework.

Matthew Kolb is a financial advisor at Timpe & Timpe Financial Advisory Services, L.L.C. He holds a Series 65 designation and has five years of industry experience. He has been with Timpe & Timpe Financial Advisory Services in its current form since 2020 and was previously associated with its predecessor entity starting in 2016. Timpe & Timpe Financial Advisory Services provides portfolio management, financial planning, and 401(k) plan advisory to individuals, trusts, and pension/profit-sharing plans. The firm follows a Modern Portfolio Theory-based investment approach emphasizing long-term strategic asset allocation, periodic rebalancing, and tailored portfolios documented in Investment Policy Statements.

Anthony Decicco is a financial advisor with EHG Wealth Management in Indianapolis, IN, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones, Morgan Stanley Smith Barney LLC, and Security Capital Management. He is also the owner of RealTea Capital Inc., a business involved in insurance and real estate technology. EHG Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes tactical asset allocation using technical analysis and offers discretionary portfolio management alongside affiliated trust, insurance, and tax services.

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.

Brady Webster is a financial advisor with NorthWest Financial Services Inc in Indianapolis, IN, holding a Series 65 designation and six years of industry experience. Prior to joining NorthWest Financial Services in 2020, he worked for Probo Medical from 2016 to 2019. He also provides accounting consulting and bookkeeping advice on a limited basis. NorthWest Financial Services is a team-based registered investment adviser serving individual and high-net-worth clients, as well as trusts and estates. The firm offers comprehensive financial planning and discretionary portfolio management, employing a two-tiered investment approach that balances liquidity with actively managed, value-oriented holdings.

Julianne Erhart Graves is a CFP® with 20 years of industry experience, currently serving at Reify Wealth Advisors, Inc. She was previously with Worley Erhart-Graves Financial Advisors, Inc. for 17 years. She is a 49% owner and general partner of Smitson Erhart-Graves Tax Advisors, LLC, which provides income tax advising and return preparation for individuals, businesses, and trusts. Reify Wealth Advisors offers investment management, financial planning, tax preparation, and administrative support to individuals, high-net-worth clients, trusts, estates, and corporate entities. The firm follows a buy-and-hold investment approach on a primarily non-discretionary basis, providing tailored portfolio management and modular financial planning services.

Matthew Teeple is a financial advisor with Teeple Snyder Newsome Wealth & Tax Management in Indianapolis, IN. He holds a Series 66 designation and has 19 years of industry experience, including 18 years at Teeple Wealth Management. Teeple is a minority owner of Diamond Maps, a business based in Indiana. Teeple Snyder Newsome Wealth & Tax Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business clients. The firm offers a goal-focused investment process centered on diversified, multi-asset portfolios with strategic allocation targets, regular rebalancing, and occasional tactical tilts, alongside integrated tax preparation and accounting services.

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.

Anna Dujan is a financial advisor at Harvest Investment Services, LLC with 21 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has been with Harvest since 2016. Her prior experience includes roles at Proequities Inc, Guardian Life, and Concourse Financial Group Securities, Inc. Outside of advisory services, she is involved in insurance sales and marketing activities related to Medicare supplement and annuity products. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions, offering discretionary portfolio management, financial planning, and consulting. The firm uses customized portfolios and model-based strategies, combining active tactical approaches with fundamental, technical, and quantitative analyses.

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.

Aaron Pettersen is a CFP® professional with 21 years of experience at NorthWest Financial Services Inc, where he has worked since 1998. He is a 5% owner and shareholder of the firm. Based in Indianapolis, IN, he holds a Series 63 license. NorthWest Financial Services primarily serves individual investors and offers financial planning along with discretionary portfolio management. The firm employs a two-tiered investment approach focused on liquidity preservation and long-term, value-oriented strategies, supported by a team with multiple professional credentials and in-house tax and insurance services.

Margaret Gooley is a CFP® with 19 years of industry experience. She is currently affiliated with Reify Wealth Advisors, Inc., where she has worked since 2025. Her prior experience includes roles at Worley Erhart-Graves Financial Advisors and Charles Schwab. Reify Wealth Advisors serves individual and high-net-worth clients, as well as trusts, estates, and business entities, providing investment management, modular financial planning, administrative support, and tax preparation services through an affiliated tax advisory firm. The firm employs a long-term buy-and-hold investment approach with primarily non-discretionary management, requiring client approval before implementing portfolio changes.

Christopher Condle is a CFP® with 24 years of experience in financial advisory. He is currently with Elevated Financial Group, a team-based firm in Indianapolis, and has previously worked at Purshe Kaplan Sterling Investments and Invst, LLC. Condle is also involved in insurance sales and serves as managing member of a bookkeeping entity. Elevated Financial Group serves individual and high-net-worth households as well as retirement plan sponsors, providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs diversified investment strategies combining fundamental, quantitative, and technical analysis along with technology-supported oversight.

Marcus Miller is a CFP® and holds a Series 66 license with 15 years of industry experience. He has worked at Deerfield Financial Advisors since 2012 and previously spent a year at Edward Jones. Marcus is based in Indianapolis, IN, and is part of a seven-advisor team at Deerfield. Deerfield Financial Advisors provides wealth management, discretionary investment management, financial planning, and retirement plan consulting services to individuals, trusts, estates, business entities, and retirement plan sponsors. The firm uses a model-based, modified passive investment approach focused on diversification, low-cost funds, and tax efficiency, primarily implementing client accounts through Schwab Advisor Services.

Bradley Bolin is a financial advisor at Meridian Investment Advisors, Inc. in Indianapolis, IN, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. for 26 years before joining Meridian in 2026. Meridian Investment Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with asset management, financial planning, and pension consulting. The firm integrates modern portfolio theory with risk controls and offers in-house tax and accounting services alongside discretionary asset management and access to third-party sub-advisers.

Karen Grindlay is a financial advisor with Charter Advisory Corporation in Indianapolis, IN, holding a Series 63 credential and 28 years of industry experience. She has been with Charter Advisory Corporation since 1998 and also has a background in accounting as president of Grindlay & Grindlay, PC, a CPA firm she has been involved with since 1994. 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, utilizing fundamental and technical analysis, model portfolios, and third-party managers.

Michael Burley is a financial advisor with Meridian Investment Advisors, Inc. in Indianapolis, IN, holding Series 63 and Series 65 designations and 26 years of industry experience. He has been with Meridian since 2008, working as part of a three-advisor team. Meridian Investment Advisors provides comprehensive asset management to individual clients, pension and profit sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach incorporates modern portfolio theory and integrates asset allocation, portfolio structure, specialist management, and portfolio management to align risk with benchmarks. Meridian also offers in-house tax and accounting services alongside advisory and pension-plan consulting.

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.

Matthew Lux is a Series 65-licensed advisor with Asset Management Strategies, Inc. in Indianapolis, IN, where he has worked since 2014. He has 18 years of industry experience and also maintains a role at The Mutual Fund Store-Kansas City, LLC. Lux has involvement in residential rental properties outside of his advisory work. Asset Management Strategies, Inc. serves a wide range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and institutional clients such as banks and investment companies. The firm provides personalized financial planning and investment management, focusing on asset allocation within a trend-following framework primarily using passive index funds and ETFs.