Matthew Snyder is a financial advisor at Teeple Snyder Newsome Wealth & Tax Management with eight years of industry experience. He holds a Series 65 designation and has worked at Teeple Wealth Management since 2018, following roles at EHOB and State Farm Agency. Teeple Snyder Newsome Wealth & Tax Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business clients. The firm employs a goal-focused investment process centered on diversified, multi-asset portfolios with strategic allocation, regular rebalancing, and tactical tilts, while also offering integrated tax and accounting services through an affiliated practice.

Evan Teeple is a financial advisor at Teeple Snyder Newsome Wealth & Tax Management in Brownsburg, IN. He holds a Series 65 designation and has been with the firm since 2025. Prior to his current role, Evan worked briefly at Smoothie King and Goodwill. Teeple Snyder Newsome Wealth & Tax Management serves individuals, pension and profit-sharing plans, and business entities by providing asset management, financial planning, ERISA plan services, and tax preparation. The firm emphasizes a goal-focused investment process and manages most client relationships on a non-discretionary basis, offering affiliated accounting and tax services alongside portfolio management.

Di Nitia Cazy is a financial advisor at Blacktower Financial Management (US) LLC with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has held positions at firms including Bank of America Merrill and Northwestern Mutual. In addition to her advisory work, she operates Complete Compliance Solutions LLC, providing compliance consulting services. Blacktower Financial Management (US) LLC specializes in financial planning, retirement-plan consulting, and investment advisory services primarily for UK expatriates living in the U.S., as well as U.S. persons with retirement assets. The firm emphasizes UK pension transfers and manages client portfolios primarily on a non-discretionary basis using a range of investment vehicles.

Jeffrey Cheesman is a financial advisor with Capital Cities Investments in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Capital Cities Investments since 2012 and is also involved with Westwood Capital Partners and its related wine business. Additionally, he serves as a director member of the advisory board for the Northeast region of Old National Bank. Capital Cities Investments serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employee benefit plans with discretionary portfolio management, modular financial planning, and pension consulting. The firm emphasizes asset-allocation modeling combined with active and passive manager implementation, employing mutual funds, ETFs, and third-party platforms for portfolio management and rebalancing.

William Mauger is a financial advisor at Capital Cities Investments with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capital Cities in various roles since 1995, including a six-year tenure at Limestone Capital Preservation Fund and Limestone Capital Advisers. Capital Cities Investments serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm provides portfolio management, financial planning, and pension consulting, using a combination of active and passive strategies with disciplined rebalancing and customized investment recommendations.

Robert Curry is a CFP® and holds a Series 65 designation with 20 years of industry experience. He has been affiliated with ARGI Investment Services since 2012. He is based in Indianapolis, IN and is part of the five-advisor team at Curry Webb Wealth Management LLC. Curry Webb Wealth Management provides customized financial planning and discretionary investment management primarily to individual investors and trusts. The firm emphasizes diversified asset allocation using mutual funds and ETFs, with an Investment Committee that meets biweekly to review positions and ideas.

Lloyd Easters is a financial advisor with Invst, LLC, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked with Jarred Bunch Consulting, LLC and Guardian Life Insurance. Outside of his advisory role, he provides business and financial coaching and offers online courses. Invst, LLC serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, managing approximately $1.565 billion in assets. The firm employs a combination of fundamental, technical, and cyclical analysis to build diversified portfolios and offers both discretionary and non-discretionary investment management.

Tiffany Spudich is a financial advisor with Capital Cities Investments, holding a Series 65 designation and 21 years of industry experience. She has worked at Capital Cities, LLC and Capital Cities Investments, Inc. since 2004. Capital Cities Investments serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employee benefit plans, providing discretionary portfolio management, modular financial planning, and pension consulting. The firm’s investment approach combines asset-allocation modeling with active and passive manager implementation, utilizing mutual funds, ETFs, and third-party platforms for portfolio management and rebalancing.

Kathryn Lester is a Series 66-licensed financial advisor at Vandalia Wealth with 27 years of industry experience. Her prior roles include positions at Robert Baird & Co. and Jjb Hillisrd Wl Lyons LLC. Outside of her advisory work, she serves on finance and investment committees for religious organizations and participates in local nonprofit and condominium boards. Vandalia Wealth provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm utilizes a mix of low-cost mutual funds, ETFs, individual securities, and alternative investments within primarily model-based portfolios and maintains a fiduciary standard in its investment approach.

Sarah Boston is a Series 66-registered financial advisor with 24 years of industry experience. She has been with Bookends Financial Planning since 2013 and has prior experience at Raymond James. Outside of her advisory role, she owns Boston Solutions, a private dining and retail business. Bookends Financial Planning offers discretionary portfolio management and financial planning services for individuals, high-net-worth clients, retirement plans, and corporations. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis alongside model allocations tailored to client objectives.

Robin Hall is a financial advisor with Bridgeport Financial Solutions in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining Bridgeport in 2025, Hall worked for Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for 19 years and Raymond James Financial Services, Inc. for six years. Outside of advising, Hall provides estate planning and irrevocable life insurance trust services as a licensed attorney. Bridgeport Financial Solutions serves both individual and institutional clients, offering investment management, financial planning, retirement-plan advisory services, and tax preparation through its subsidiary BridgePort Tax. The firm employs an Investment Committee to oversee model portfolios and delivers discretionary management via wrap programs and advisor-managed portfolios, utilizing both affiliated and third-party strategists.

Brian Singer is a Series 65-licensed financial advisor with 9 years of industry experience. He is affiliated with Howard Bailey Securities, LLC and has operated Brian Singer Corp, doing business as Singer Financial Group, since 1994. His background includes roles at AE Wealth Management, LLC from 2016 to 2022. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, estates, qualified retirement plans, charitable organizations, foundations, corporations, small businesses, and churches. The firm combines fundamental and technical analysis with Modern Portfolio Theory to provide discretionary portfolio management, periodic rebalancing, and regular client reviews.

David Peterson is a financial advisor at Teeple Snyder Newsome Wealth & Tax Management with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. and Married Money Financial Counseling. He also served at Trinity Mennonite Church for eight years. Teeple Snyder Newsome Wealth & Tax Management advises individuals, pension and profit-sharing plans, and business clients, offering asset management, financial planning, ERISA 3(21) advisory services, and tax preparation. The firm focuses on diversified, multi-asset portfolios with strategic allocation and rebalancing, and combines a large non-discretionary asset base with integrated tax and accounting services.

Robert Wetzel is a financial advisor at Bookends Financial Planning with 25 years of industry experience. He holds the Series 66 designation and has worked at Skybridge Investments LLC and Raymond James Financial Services Advisors, Inc. He is also the owner and president of Bookends Realty, LLC, a real estate holding company. Bookends Financial Planning serves individual, retirement plan, and corporate clients, managing approximately $288 million across about 500 clients through a six-person advisory team. The firm provides discretionary and non-discretionary portfolio management, written financial planning reports, and access to wrap fee and separately managed account programs, employing a multifaceted investment approach that includes asset allocation, fundamental and technical analysis, and customized strategies.

Brian Martin is a CFP® with 34 years of industry experience, currently serving as an advisor at Strategic Wealth Partners, Ltd. He previously worked at Securities America Advisors and Securities America Inc. from 2015 to 2023. Outside of his advisory role, Martin is involved with Cambridge Financial Consultants, LLC, where he engages in life insurance and annuity sales. Strategic Wealth Partners, Ltd. serves individuals, pension and profit-sharing plans, foundations, and corporate accounts, providing comprehensive portfolio management, financial planning, retirement plan consulting, and OCIO services. The firm manages approximately $1.3 billion through diversified investment strategies and integrates financial planning into many client relationships.

Bryan Alexander is a financial advisor with Capital Cities Investments in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Capital Cities Investments since 1995 and previously was with Triad Advisors, LLC. Outside of his advisory role, he serves on the Portland Elks Lodge board as Exalted Ruler and is a member of the Jay County Council. Capital Cities Investments serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employee benefit plans with discretionary portfolio management, modular financial planning, and pension consulting. The firm’s investment approach combines asset-allocation modeling with active and passive manager implementation, utilizing tools like Schwab Institutional Intelligent Portfolios and Callan’s UMA platform.

Grant Nailor is a CFP® and Series 65-licensed advisor with Financial Plans & Strategies, Inc. He has one year of industry experience, including prior work at Aon. Outside of finance, his background includes roles in hospitality and retail, such as positions at Ritz Charles, 4 Birds Bakery, and Pine Meadow Golf Club. Financial Plans & Strategies, Inc. provides investment advisory and financial planning services to individuals, families, trusts, estates, and retirement plans. The firm employs a tailored investment approach using both fundamental and technical analysis and manages client portfolios with discretionary authority and ongoing monitoring.

Jason Berkholz is a financial advisor at Teeple Snyder Newsome Wealth & Tax Management in Brownsburg, IN. He holds a Series 65 designation and has recent experience with Teeple Wealth Management, LLC as well as prior roles in education at MSD Washington Township and Brownsburg Community School Corporation. Teeple Snyder Newsome Wealth & Tax Management advises individuals, pension and profit-sharing plans, and business entities, offering asset management, financial planning, ERISA plan services, and tax preparation. The firm emphasizes a goal-focused investment approach, managing most client relationships on a non-discretionary basis and providing affiliated accounting and tax services.

Tanner Boston is a financial advisor with Bookends Financial Planning in Indianapolis, IN. He holds a Series 65 designation and has experience working with Wetzel Investment Advisors, Inc. and Calamos Investments. Bookends Financial Planning serves individual, high-net-worth, retirement plan, and corporate clients, managing approximately $288 million for around 500 clients through a six-person advisory team. The firm combines asset allocation with various analytical approaches and offers discretionary portfolio management, educational workshops, and publishes periodicals for its clients.

Timothy Dukeman is a CFP® professional with seven years of experience currently serving at Teeple Snyder Newsome Wealth & Tax Management. His prior work includes roles at Teeple Wealth Management, LLC, Zaxbys, and Jefferson Media Group. Teeple Snyder Newsome Wealth & Tax Management advises individuals, pension and profit-sharing plans, and business entities, providing asset management, financial planning, ERISA plan services, and tax preparation. The firm manages portfolios primarily on a non-discretionary basis and integrates affiliated accounting and tax services alongside investment management.