Randall Harrison is a financial advisor with Charter Advisory Corporation in Indianapolis, IN. He holds a Series 66 designation and has 18 years of industry experience. He has been with Charter Advisory Corporation since 2010 and also maintains an affiliation with LPL Financial, LLC since 2009. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $366 million in client assets and serves retail and high-net-worth clients through a multi-advisor team structure.

Grant Reeves is a financial advisor at coreVISION Financial Group with six years of industry experience. He holds a Series 66 designation and has prior experience at LPL Financial and operates Grant Reeves Law LLC as a licensed attorney. He serves as a board member for Franklin County Community Schools. coreVISION Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and organizations. The firm employs a generally long-term investment philosophy with tactical adjustments and offers a wrap-fee program with institutional custodial relationships, managing over $1 billion in discretionary assets.

Brent Thoman is a financial advisor with CoreVision Financial Group, holding Series 63 and Series 65 designations and over 26 years of industry experience. He has previously worked with LPL Financial and Osaic FS, Inc. Outside of his advisory role, he is involved in coaching middle school and high school sports in Shelbyville, Indiana. CoreVision Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to a range of clients, including high-net-worth individuals and institutional accounts. The firm utilizes a long-term investment approach with tactical adjustments, employing a mix of direct portfolio management, independent managers, and an institutional platform, and offers a wrap-fee program that combines custody and transaction costs.

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.

Jason Pike is a financial advisor with CoreVision Financial Group in Shelbyville, Indiana, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at LPL Financial since 2010 and has been with CoreVision since 2023. CoreVision Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a generally long-term investment philosophy with tactical adjustments, utilizes low-cost mutual funds, ETFs, individual stocks, bonds, and options, and offers a wrap-fee program along with institutional custodial relationships and an automated portfolio platform.

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.

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.

Thomas Butler is a CFP® with 42 years of industry experience, currently serving as an advisor at Charter Advisory Corporation since 2010. He also has a long tenure with LPL Financial and has been involved with Butler Insurance Agency, Inc. for over three decades. Outside of advising, he participates in real estate investing activities through partnerships focused on acquiring, rehabbing, and managing residential properties. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $366 million in client assets and operates a multi-advisor team structure serving both retail and high-net-worth clients.

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.

Beau Browning is a financial advisor with coreVISION Financial Group, holding the ChFC® designation and Series 63 license, with 21 years of industry experience. He has worked at LPL Financial since 2010 and joined coreVISION Financial Group in 2023. coreVISION Financial Group offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm utilizes a long-term investment philosophy with tactical adjustments, employing low-cost mutual funds, ETFs, individual securities, and options within a wrap-fee program supported by institutional custodial relationships and an automated investment platform.

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.

Andrea Lee is a CFP® with eight years of industry experience. She is currently affiliated with coreVISION Financial Group and has previously worked with LPL Financial. Outside of financial advising, Lee has been involved with the Shelby County Athletic Club for over two decades. coreVISION Financial Group is a team-based firm providing discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term investment philosophy with tactical adjustments and offers a wrap-fee program alongside institutional custodial relationships and an automated platform.

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.

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.