Joseph La Rosa is a CFP® professional with six years of industry experience, currently advising at Private Counsel Group, Ltd. He has worked at LaRosa & Co. LLC since 1976. Private Counsel Group, Ltd. offers investment advisory, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm manages approximately $116 million for about 63 clients using a long-term, "less is more" investment approach that emphasizes diversified portfolios built around ETFs, mutual funds, equities, and fixed income, typically managed on a non-discretionary basis.

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.

Nathan Stone is a CFP® professional at Delta Wealth Advisors LLC with two years of industry experience. Prior to joining the firm, he spent five years at Indiana University and four years at Lawrence North. Delta Wealth Advisors serves individual and business clients, including high-net-worth and accredited investors, providing discretionary portfolio management, financial planning, and business advisory services. The firm combines modern portfolio theory with fundamental, charting, and cyclical analysis, offering tailored allocations and private alternative investments to qualified clients.

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.

Bryan Weiss is a financial advisor with Marian Investor Coaching, Inc., holding a Series 65 credential and bringing 20 years of industry experience. His prior experience includes roles at Frank & Kraft Wealth Coaching, Inc., Marian Financial Partners, Inc., and Asset Preservation Alliance Inc. Outside of his advisory work, he serves as president of Asset Preservation Alliance Inc., an insurance agency. Marian Investor Coaching, Inc. provides investor coaching and co-advisory referral services, focusing on selecting and overseeing third-party money managers rather than direct portfolio management. The firm emphasizes investor education and advisory services, utilizing a funds-of-funds investment approach through the Matson Fund Platform.

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.

Stephen Zimmerman is the sole advisor at Fuhrmann Capital in Indianapolis, IN, holding Series 63 and Series 65 designations with 27 years of industry experience. He has led Fuhrmann Capital since 2012. Outside of his advisory role, he is involved in consulting and appraising for art-related business activities. Fuhrmann Capital provides discretionary and limited non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, corporations, and pension plans. The firm employs a tax-aware, long-term buy-and-hold strategy focused on U.S. equities and fixed income, emphasizing low portfolio turnover and tailored client recommendations without a stated account minimum.

Logan Benham is a financial advisor at Benham Advisory Group in Greenwood, IN, with seven years of industry experience. He holds a Series 65 credential and has worked at Integrity Wealth Solutions and Benham Advisory Group since 2018. Outside of advising, he is involved in tax preparation and administrative support through the firm’s affiliated business. Benham Advisory Group provides discretionary asset management and financial planning to both high-net-worth and non-high-net-worth individual investors. The firm employs rules-based models incorporating economic, fundamental, technical, and quantitative analysis, managing approximately $94.4 million across 345 client relationships.

Mark Idzik is a financial advisor at Nearside Advisors, LLC with nine years of industry experience. He previously worked at Holistic Financial Partners, LLC and TCC, Inc. He holds a Series 65 designation. Outside of his advisory role, he serves as treasurer for the Central Indiana Association of Collaborative Professionals, managing the organization's financial records. Nearside Advisors, LLC provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. The firm primarily employs a passive investment approach using index mutual funds and ETFs, integrating financial planning across various client needs.

Joseph Ray is a financial advisor at Marian Investor Coaching, Inc. in Greenwood, IN, holding a Series 65 designation with 12 years of industry experience. He has been with Marian Financial Partners, Inc. since 2013 and also works as an actuarial analyst at WellPoint, Inc. outside of his advisory role. Marian Investor Coaching, Inc. provides investor coaching primarily to individual investors and related entities, operating through a co-advisor model by referring clients to Matson Money, Inc. The firm focuses on adviser selection and oversight, offering Portfolio MRI reports and fee-for-service educational engagements rather than directly managing client assets.

Kimberly Custer is a financial advisor at Canterbury Investment Management, LLC with 12 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Canterbury Investment Management since 2003 and Wealth Advisory Solutions, LLC since 2017. Canterbury Investment Management provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, select corporations, and certain investment company and adviser clients. The firm’s investment approach utilizes a market-state “Thermostat” model that incorporates trends, volatility measures, and short-term indicators to guide allocations, primarily through ETFs and mutual funds.

Ricky Ormes is a financial advisor at Marian Investor Coaching, Inc. based in Indianapolis, IN, with 15 years of industry experience. He holds a Series 65 designation and has been associated with The Sintz Group since 2007, where he is involved in insurance advisory services for property and casualty, life, and business insurance. Marian Investor Coaching, Inc. provides investor coaching primarily to individual investors and related entities through a referral and co-advisor model, partnering with Matson Money, Inc. The firm focuses on adviser selection, oversight, and educational services, offering one-time Portfolio MRI reports and hourly coaching engagements rather than direct portfolio management.

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.

David Hobbs is a CFP® professional with 18 years of industry experience and currently leads Hobbs Wealth Management, LLC since 2022. His prior experience includes roles at Wealth Advisory Solutions, Charter Advisory Corporation, Linsco Private Ledger, and LPL Financial. In addition to advisory services, he provides term insurance for existing clients outside of his RIA activities. Hobbs Wealth Management is an SEC-registered investment adviser managing approximately $146.7 million in discretionary assets. The firm serves individuals, pension and profit-sharing plans, and corporate entities, employing a combination of fundamental analysis, modern portfolio theory, and quantitative methods to develop customized investment policies and asset allocations.

Jay Lerman is a financial advisor at Progress Alliance Investment Services with 20 years of industry experience. He holds the Series 65 designation and has worked at Lerman Financial Group, Inc. since 2003 and First Allied Advisory Services from 2010 to 2017. He serves as a director for the Society of Financial Services Professionals, a nonprofit organization. Progress Alliance Investment Services provides portfolio management, financial planning, and investment consulting primarily for individual clients, pension plans, and small entities. The firm offers discretionary active and passive management, third-party manager selection, and both wrap and non-wrap account programs, operating a small practice model combined with insurance business activities.

Thomas Steinmetz is a Certified Financial Planner (CFP®) at Capstone Wealth Advisors, Inc. in Indianapolis, Indiana, with 19 years of industry experience. He has been with Capstone Wealth Advisors since 2007. Capstone Wealth Advisors serves individuals, families, plan sponsors, and privately owned businesses by providing financial planning, wealth advisory, portfolio management, tax-reduction planning, estate organization, and business advisory services. The firm integrates traditional wealth management with specialized business advisory work, using a process that emphasizes client financial reviews and investment implementation across multiple platforms.

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.

Bradley Good is a financial advisor at CORE Wealth Advisors in Indianapolis, IN, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with CORE Wealth Advisors since 2011, contributing to the firm’s advisory services over the past 15 years. CORE Wealth Advisors provides investment management and financial planning to individuals, trusts, retirement plans, and small businesses, managing approximately $125 million across about 146 client relationships. The firm uses a strategic asset-allocation approach based on Modern Portfolio Theory, supplemented by tactical adjustments, and offers both growth-oriented and fixed-income model programs.

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 at multiple firms including Quincy Wells Capital and Blackridge Asset Management. Outside of his advisory role, Reynolds serves as president and partner at Financial Services Holding, LLC and provides consulting services through Bristal Lane Group. TruEdge Asset Management serves registered investment advisors and institutional clients via a turnkey asset management platform, offering trading, reporting, and billing support along with a model marketplace that includes internal, third-party, and direct indexing strategies. The firm also provides discretionary investment advice to pooled investment vehicles sponsored by its affiliate, truEdge Capital.

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.