Kenneth Blickenstaff is a CFA® charterholder and holds a Series 63 license with 10 years of experience in the financial industry. He has been with Titan Investment Management LLC since 2017 and previously worked at Geneva Advisors from 2014 to 2017. Outside of his advisory role, he is a managing partner of Pawnee Investments LLC, where he oversees residential real estate property valuations and financing. Titan Investment Management LLC provides discretionary and non-discretionary portfolio management primarily to individual and high-net-worth clients, as well as institutional accounts. The firm customizes Investment Policy Statements and employs a multifaceted investment approach that includes fundamental, quantitative, and technical analysis.

Brian Turpin is a financial advisor at Turpin & Associates Inc in Indianapolis, IN, with eight years of industry experience and a Series 65 designation. He is also the owner of NBT Consulting LLC, a business focused on financial planning using insurance-related products, tax return preparation, and insurance sales. Turpin & Associates Inc provides discretionary investment management and targeted financial advisory services to a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and pension plans. The firm employs a consistent investment policy tailored to each client and integrates technical, cyclical, and fundamental research in its portfolio management.

Mark Hildebrand is a CFP® with 17 years of experience in the financial services industry. He has been with Nearside Advisors, LLC since 2026 and previously worked at Holistic Financial Partners, LLC for 11 years. Nearside Advisors, LLC provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. The firm primarily uses passive investment strategies, assembling portfolios of index mutual funds and ETFs guided by individualized investment policy statements.

Michael Winslow is a financial advisor with Pile Wealth Management in Indianapolis, holding the PFS™ designation and Series 65 license, and has 26 years of industry experience. He has been with the firm and its affiliated CPA company, RJ Pile & Company, since 1990, serving as a director at the CPA firm where he manages client relationships and leads strategic initiatives. Pile Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a risk-based investment approach grounded in Modern Portfolio Theory, utilizing a diversified mix of mutual funds, ETFs, stocks, bonds, and other securities.

Burton Street is a financial advisor at Trust Investment Advisors with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Robert W. Baird and RBC Capital Markets Corporation. He has been with Trust Investment Advisors in various capacities since 2020. Trust Investment Advisors manages discretionary portfolios and provides comprehensive financial planning for individuals, families, business owners, charitable organizations, and other professional advisors. The firm offers model-portfolio management using fundamental and technical analysis, with strategies including options and preferred-stock income programs, and emphasizes regular account reviews and reporting.

Richard Feely is a Series 65-licensed advisor with Womack Investment Advisers, Inc., based in Indianapolis, IN. He has 17 years of industry experience and has been with Womack since 2009. In addition to his advisory role, Feely is a physician and president of multiple healthcare-related businesses, including an osteopathic medical practice and a concierge medicine service, as well as an online test preparation company for acupuncture and Oriental Medicine licensing exams. Womack Investment Advisers is a fee-based team with four advisors managing approximately $76 million for about 167 clients. The firm serves individuals, small businesses, pension and profit-sharing plans, trusts, and charitable organizations, using a combination of fundamental and technical analysis, risk-profiling tools, and a multi-fund manager approach to construct and manage portfolios.

Alexis Woodward is a CFP® professional with five years of industry experience, currently serving at Blend Wealth in Indianapolis, IN. Prior to joining Blend Wealth, Alexis worked at Market Street Wealth Management Advisors LLC for four years. She is also the co-founder and CEO of Blend Wealth Accounting LLC, an accounting firm offering tax planning, preparation, and related services. Blend Wealth provides fee-only investment management, integrated wealth management, and retirement plan consulting to individual and family clients, including high-net-worth and business-owner households. The firm follows a passive, Modern Portfolio Theory–based approach, constructing diversified portfolios primarily with index mutual funds and ETFs tailored to clients' goals and risk profiles.

Marc Caskey is a financial advisor at Pile Wealth Management with one year of industry experience. He holds the PFS™ designation and has prior experience as a partner at RJ Pile & Company, LLC, a public accounting and CPA firm, where he has worked since 2019. Pile Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a risk-based approach grounded in Modern Portfolio Theory and manages diversified portfolios with a focus on semiannual reviews and discretion in trading.

Michael Heinekamp is a CFP® professional with 15 years of experience in financial advising. He has been with Heinekamp Financial Planning & Tax Service LLC since 2016 and is also involved with SCH Enterprises Inc. outside of his advisory work. Heinekamp Financial Planning & Tax Service primarily serves individual clients, small businesses, and exempt organizations, offering comprehensive financial planning, investment management, retirement and estate planning, insurance analysis, and year-round tax preparation. The firm uses classic financial-planning models with basic asset allocation tailored to client circumstances and integrates tax analysis into its advisory services.

Jeffrey Gardner is a Series 65-credentialed advisor with eight years of industry experience, currently serving at MFG Wealth Management, Inc. in Indianapolis, Indiana since 2017. Prior to joining MFG Wealth Management, he worked at Vector Marketing and Cutco Cutlery and was affiliated with the University of Indianapolis. MFG Wealth Management provides discretionary portfolio management and financial planning services to individual clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm employs actively managed strategies combining fundamental and technical analysis, with portfolio decisions made on a discretionary basis and reviewed by the advisory team.

Jared Johnson is a financial advisor with Genuine Wealth Advisors, LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior work includes roles at Advice and Planning Services, TIAA-Cref Individual & Institutional Services, and Genuine Wealth Management, LLC. Outside of advising, he is also employed as a sales specialist at Cisco Systems. Genuine Wealth Advisors provides discretionary and non-discretionary asset management and financial planning to individual and high-net-worth clients. The firm customizes investment programs based on client goals and risk tolerance, using a combination of fundamental and technical analysis, trading strategies, and tax-aware reviews.

Ryan Fuhrmann is the principal of Fuhrmann Capital in Indianapolis, IN, and holds the CFA® designation with 16 years of industry experience. He has led Fuhrmann Capital since 2007. Outside of his advisory role, he operates a boutique gift basket website in Carmel, Indiana. Fuhrmann Capital provides discretionary and limited non-discretionary investment management and integrated financial planning to individuals, high-net-worth clients, trusts, corporations, and pension plans. The firm employs a tax-aware, long-term buy-and-hold investment strategy focused on U.S. equities with a bottoms-up, intrinsic-value approach and manages approximately $56 million in discretionary assets.

Douglas Purdy is a financial advisor at MackHouse Capital with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with MackHouse Capital since 2015, having prior experience at Securities America Inc. since 2009. MackHouse Capital provides investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities on a fee-only basis. The firm employs an asset-allocation approach focused on market efficiency and diversification, managing approximately $5.4 million across discretionary accounts.

Stephanie West is a financial advisor at TruEdge Asset Management LLC in Indianapolis, IN, with 10 years of industry experience. She holds Series 66 and Series 63 licenses and also serves as a Senior Consultant with Bristal Lane Group, providing operational and compliance support for the financial services industry. Her work history includes positions at Blue Diamond Securities of America, IGM Brokerage, IX Securities, Great Point Capital, SBC Wealth Management, Wallington Asset Management, David A. Noyes, and City Securities Corporation. TruEdge Asset Management primarily serves registered investment advisors and institutional clients through a turnkey asset management platform and provides discretionary investment advice to pooled investment vehicles sponsored by its affiliate, truEdge Capital. The firm offers trading, operational support, reporting, billing services, and a model marketplace that features internal and third-party models as well as direct indexing.

Nathan Kesling is a financial advisor at Crown Haven Wealth Management in Carmel, IN, holding a Series 65 designation with five years of industry experience. His prior work includes roles at Aegis Wealth Management, Indiana Farm Bureau Insurance, and Butler University. Kesling is also active as a licensed life, accident, and health insurance agent. Crown Haven Wealth Management provides financial advisory services to individual clients, primarily by referring them to third-party registered investment advisers rather than managing client assets directly. The firm focuses on matching clients with appropriate advisers based on their financial situations and risk tolerances and maintains an affiliation with a licensed insurance agency.

Thomas Farrer is a financial advisor at CORE Wealth Advisors with five years of industry experience. He previously worked at An Exceptional Life Financial, LLC, and the Indiana Public Retirement System, and spent one year in full-time education. He is the founder of Summit Wealth Solutions, LLC, a tax preparation business serving existing clients during tax season. CORE Wealth Advisors manages approximately $125 million across 146 client relationships, offering investment management and financial planning to individuals, trusts, retirement plans, and small businesses. The firm employs a strategic asset-allocation approach based on Modern Portfolio Theory, supplemented by tactical overlays, and focuses on tax and cost efficiency through discretionary portfolio management and regular quarterly reviews.

Ahmad Saltagi is a CFP®-certified financial advisor with seven years of experience at Zaki Financial LLC. In addition to his advisory role, he has worked as a physician at Indiana Internal Medicine for over two decades and holds a minority ownership in Compassion Hospice, LLC. He is also a licensed independent insurance agent. Zaki Financial serves individual, charitable, and corporate clients by providing discretionary portfolio management and comprehensive financial planning. The firm employs an active investment approach that combines fundamental analysis with technical and cyclical methods, tailoring portfolios to client objectives, tax considerations, and personal values.

Jacob Rich is a CFP® with nine years of industry experience, currently serving as a financial advisor at Capstone Wealth Advisors, Inc. in Indianapolis, Indiana, where he has worked since 2020. His prior experience includes roles at Bank of America, Merrill, and ADP. Outside of his advisory work, he is involved as an assistant cross country and track and field coach at Brebeuf Jesuit Preparatory School, a charitable educational organization. Capstone Wealth Advisors serves individuals, families, plan sponsors, and privately owned businesses, offering a range of financial planning, wealth advisory, and business consulting services. The firm integrates traditional wealth management with targeted business advisory work and employs a diversified investment approach using mutual funds, ETFs, separately managed accounts, and third-party model programs.

John Simmons is a financial advisor with Morris Group Advisory Service, Inc. in Indianapolis, Indiana. He holds a Series 63 designation and has 40 years of industry experience, including 38 years with Morris Group. In addition to his advisory role, he is also licensed to sell life insurance. Morris Group Advisory Service, Inc. is an independent firm providing discretionary portfolio management and investment advice primarily to individual clients. The firm manages approximately $18.6 million in assets across 91 client accounts, using an independent custodian and emphasizing broadly held market securities in its investment approach.

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.