Jason Phillips is a financial advisor at Pile Wealth Management with 14 years of industry experience. He holds the PFS™ and Series 65 designations. In addition to his advisory role, Phillips serves as a supervisor at RJ Pile & Company, LLC, a CPA firm where he has worked since 2004. Pile Wealth Management is a small team of four advisors serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers discretionary investment management and financial planning, applying a risk-based approach grounded in Modern Portfolio Theory to align portfolios with client goals and risk tolerance.

Anthony Larosa is a CFP® with 28 years of industry experience, currently serving as an advisor at Private Counsel Group, Ltd. in Indianapolis, where he has worked since 2019. He previously spent 14 years at Hilliard Lyons. Larosa is also a licensed insurance agent, selling fixed insurance products through TrueChoice Financial and directly with carriers. Private Counsel Group, Ltd. provides investment advisory, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm follows a long-term, “less is more” investment philosophy, emphasizing diversified portfolios and typically managing client accounts on a non-discretionary basis.

Ashton Beaver is a Series 65 licensed advisor with Titan Investment Management LLC in Indianapolis, IN. He joined the firm in 2025 and has a background in education, having worked in various teaching roles from 2015 to 2025. Titan Investment Management LLC provides discretionary and non-discretionary portfolio management primarily to individual and high-net-worth clients, as well as institutional accounts such as pension and profit-sharing plans. The firm combines multiple analysis methods, including fundamental, quantitative, and technical approaches, and offers a range of investment strategies from long-term equity investing to options trading.

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.

Peter Bjelopetrovich is a financial advisor at Mindset Wealth Management, LLC with 13 years of industry experience. His career includes roles at firms such as Sheaff Brock Investment Advisors, JP Morgan Securities, and Foreside Fund Services. He holds Series 66 and Series 63 licenses. Mindset Wealth Management, LLC is an SEC-registered investment adviser managing over $445 million in discretionary assets for approximately 275 clients. The firm serves individuals, trusts, retirement plans, and institutional clients, employing a combination of fundamental, cyclical, technical, and charting analysis alongside both passive and active management strategies.

James Delay is a financial advisor at Trust Investment Advisors in Indianapolis, IN, with 13 years of industry experience. He holds a Series 65 designation and has been with Trust Investment Advisors since 2012. Trust Investment Advisors manages discretionary portfolios and provides comprehensive financial planning for individuals, families, business owners, charitable organizations, and other professional advisors. The firm employs model portfolios overseen by an investment committee, utilizing fundamental and technical analysis, and offers services including retirement planning, estate planning, charitable giving strategies, and insurance analysis.

Ethan Claycomb is a financial advisor at Titan Investment Management LLC in Indianapolis, IN, holding a Series 65 designation with three years of industry experience. He joined Titan in 2022 after spending over a decade as a student. Titan Investment Management LLC provides discretionary and non-discretionary portfolio management primarily to individual and high-net-worth clients, as well as institutional accounts such as pension plans and 401(k)s. The firm combines multiple analysis methods in its investment process and offers services including pension consulting, PCRA advising, and management of pooled vehicles.

Anthony Decicco is a financial advisor with EHG Wealth Management in Indianapolis, IN. He holds a Series 66 designation and has nine years of industry experience. Prior to his current role, he worked at firms including Morgan Stanley, Edward Jones, and Kerr Wealth Management. Decicco is also the owner of RealTea Capital Inc., a venture 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 businesses. The firm employs a tactical asset-allocation strategy based primarily on technical analysis and manages portfolios tailored to clients’ objectives and risk tolerances.

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.

Maxwell Bigler is a financial advisor with Financial Plans & Strategies, Inc. in Greenwood, IN, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Financial Plans & Strategies in 2023, he worked at Charles Schwab & Co., Inc. and Frontier. Financial Plans & Strategies provides investment advisory and planning services to individuals, high-net-worth clients, families, trusts, estates, and employer retirement plans. The firm offers discretionary asset management, retirement plan advisory, and financial planning tailored to client objectives, with a focus on diversified allocations and ongoing portfolio supervision.

Levi Gates is a Series 65-licensed financial advisor with Woodley Farra in Indianapolis, IN, with one year of industry experience. Prior to joining Woodley Farra, he worked at Ball State University and Lawrence North High School. Woodley Farra provides discretionary and non-discretionary investment management to individuals, pension plans, trusts, charitable organizations, corporations, and institutional clients. The firm emphasizes equity portfolios of larger-capitalization companies and offers named strategies alongside fixed income and preferred securities, applying a four-pronged investment analysis with regular portfolio reviews.

Anthony Harcourt is a financial advisor with Bedel Financial Consulting Inc in Indianapolis, IN. He holds Series 63 and Series 65 designations and has 11 years of industry experience, including 12 years at Bedel Financial Consulting. Bedel Financial Consulting provides customized portfolio management and financial planning for private individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm operates as a fee-only registered investment adviser under a fiduciary standard, employing a broad range of investment strategies including derivatives and margin transactions, and conducts quarterly account reviews.

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.

Jason Poschinger is a financial advisor at 4Wealth Advisors, Inc. in Indianapolis, Indiana, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America and Cetera Investment Services. Outside of his advisory role, he is employed as a Family Services Advisor at Flanner Buchanan, involved in funeral, cremation, and cemetery planning. 4Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers customized portfolio management and employs various analytical methods, including technical and cyclical analysis, with access to integrated resources through affiliated accounting and insurance entities.

Mathew Ryan is a financial advisor at Bedel Financial Consulting Inc with 12 years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining Bedel Financial Consulting in 2018, he worked for Five years at Four Quadrant Wealth Advisors. Bedel Financial Consulting provides customized portfolio management and financial planning to a range of clients, including individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm employs a fee-only, fiduciary approach and uses a combination of fundamental, technical, and quantitative analysis, with the ability to utilize diverse investment strategies including derivatives and margin transactions.

Ray Marr is a financial advisor at Quantum Financial Services Inc. with the Series 65 designation and four years of industry experience. He previously worked at SEI Investments for six years before joining Quantum Financial Services in 2021. Outside of advising, he is involved as a limited partner in an agricultural and commercial real estate leasing business. Quantum Financial Services serves individual and high-net-worth clients as well as institutional entities, offering portfolio management, investment consulting, financial planning, and estate planning. The firm employs a blend of fundamental and quantitative analysis and operates primarily on a non-discretionary basis, allowing clients to approve investment selections.

Evan Bedel is a CFP® professional with 16 years of industry experience. He has been with Bedel Financial Consulting, Inc. since 2009. The firm provides customized portfolio management and financial planning services to individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. Bedel Financial Consulting is a fee-only registered investment adviser that operates under a fiduciary standard and utilizes a combination of fundamental, technical, and quantitative analysis across a wide range of investment strategies.

Nicholas Rosebraugh is a CFP® professional with six years of experience at Bedel Financial Consulting Inc. in Indianapolis, IN. His prior roles include positions at Charles Schwab & Co., Inc., OJM Group, and Forester's Financial. Rosebraugh has also been involved with Puccini's Smiling Teeth Pizza and Pasta. Bedel Financial Consulting provides customized portfolio management and financial planning for individuals, families, trusts, charitable organizations, institutions, and retirement plans. The firm uses a combination of fundamental, technical, and quantitative analysis and offers a range of strategies, including derivatives and margin transactions, while operating under a fiduciary standard.

Jared Ruxer is a financial advisor at Woodley Farra with seven years of industry experience. He holds a Series 65 designation and has worked at Woodley Farra since 2019. Prior to that, he held roles with Unified Group Services, LA Angels, Big League Advance, and KC Royals. Woodley Farra provides discretionary and non-discretionary investment management to individuals, pension plans, trusts, charitable organizations, corporations, and institutional clients. The firm manages equity portfolios focused on larger-capitalization companies and offers income strategies including fixed income and preferred securities, using a four-pronged analysis approach and quarterly account reviews.

Marie Marks is a financial advisor with Sikich Financial in Indianapolis, holding the CFP® designation and Series 63 and 65 licenses. She has 39 years of industry experience, including roles at OSAIC, Triad Advisors, and Park Avenue Securities. Marks also serves as a senior retirement plan specialist. Sikich Financial is an SEC-registered multi-team advisory firm managing approximately $1.18 billion in assets and serving individuals, retirement plans, trusts, estates, and business entities. The firm combines financial planning and portfolio management with retirement plan consulting, using an asset-allocation framework supported by both in-house and third-party managers.