Curtis Reeser is a financial advisor at Werner Financial in Indianapolis, IN, holding Series 65 and Series 63 licenses with 12 years of industry experience. He previously worked at Mass Mutual Investors Services and WestPoint Financial Group. He is also a licensed insurance agent, spending a portion of his time on insurance activities. Werner Financial provides asset management, financial planning, and bookkeeping services to individuals, trusts, estates, corporations, and retirement plans. The firm customizes portfolios and plans based on clients’ goals and risk tolerance, utilizing both fundamental and technical analysis along with documented investment policies.

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.

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.

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.

Donald Florence is a financial advisor at Quartz Partners Investment Management with eight years of industry experience. He holds a Series 65 designation and has previously worked with Kalos Management Inc and EDU Wealth Advisors LLC. Florence is also president of Florence Wealth LLC, where he is involved in investment-related insurance sales. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries, providing model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm’s investment approach combines top-down macro analysis with bottom-up stock selection and is supported by ongoing portfolio monitoring and rebalancing.

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.

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.

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.

Maggie Meiners is a financial advisor at Financial Plans & Strategies, Inc. in Greenwood, IN, holding Series 63 and Series 65 licenses with nine years of industry experience. She has been with Financial Plans & Strategies since 2015. 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 with tailored advice implemented through diversified allocations and periodic portfolio supervision.

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.

Joe Wiley is a financial advisor with Capital Cities Investments in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Capital Cities, LLC since 1998 and previously at Limestone Capital Advisers, LLC and Limestone Capital Preservation Fund, Ltd. since 2011. Outside of his advisory role, Wiley serves as the chairman of the White River State Park Development Commission in Indianapolis. Capital Cities Investments serves a broad range of clients, including individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans, providing portfolio management, financial planning, and pension consulting. The firm uses a diversified investment approach with a combination of active and passive managers, asset allocation, and disciplined rebalancing, tailoring recommendations to clients’ individual suitability factors.

Kaylee Bjarnason is a financial advisor at An Exceptional Life Financial, LLC in Indianapolis, IN, holding a Series 65 designation with three years of industry experience. Prior to joining An Exceptional Life Financial, she worked at One Pacific Financial Strategies and held roles in education at the University of Redlands and Chaffey College. Outside of her advisory work, she owns a merchandise business focused on spiritual healing products and also works as a personal shopper. An Exceptional Life Financial serves individuals, families, high-net-worth clients, small businesses, and educational institutions by providing comprehensive financial planning, investment management, tax preparation, and employee benefit plan consulting. The firm uses a combination of passive and active investment strategies with ongoing portfolio supervision and also offers educational seminars and integrated tax services.

Jack Boston is a CFP® and holds a Series 65 license with one year of industry experience. He has been with Wetzel Investment Advisors d/b/a Bookends Financial Planning since 2023. Bookends Financial Planning provides discretionary portfolio management, financial planning, and access to wrap-fee and separately managed account programs for individuals, high-net-worth clients, retirement plans, and corporations. The firm uses a blend of fundamental, technical, quantitative, and qualitative analysis with customizable model allocations and employs options strategies and third-party managers, serving approximately 520 clients across five offices.

Timothy Ginn is a CFP® with 25 years of industry experience and is currently with MBIA Capital Advisors in Indianapolis, IN. He has worked at Valeo Financial Advisors, LLC since 2007. MBIA Capital Advisors provides fee-based investment management and financial planning to individuals, trusts, foundations, and retirement accounts. The firm emphasizes fundamental analysis with a focus on dividend growth and fixed-income, and integrates tax planning and insurance services through its affiliation with certified public accounting firms.