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.

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.

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 Series 65-licensed advisor at Financial Plans & Strategies, Inc. with one year of industry experience. Prior to joining the firm, he held positions at Aon, Ritz Charles, and Amazon, among others. Outside of financial services, his background includes work at golf courses and a bakery. 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 and financial planning tailored to client objectives, using diversified allocations and periodic portfolio supervision.

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.

Amanda Black is a financial advisor at Capital Cities Investments with 19 years of industry experience. She holds a Series 65 designation and has been with Capital Cities in various capacities since 2006. Amanda serves on the boards of Hanover College and the Zionsville Education Foundation. Capital Cities Investments serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employee benefit plans, offering discretionary portfolio management, modular financial planning, and pension consulting. The firm’s investment process emphasizes asset-allocation modeling with a combination of active and passive managers, using mutual funds and ETFs, along with periodic rebalancing and portfolio monitoring.

Bauer Schmeltz is a CFP® professional with 10 years of industry experience, currently serving at Financial Plans & Strategies, Inc. since 2020. Prior to that, he worked at Charles Schwab & Co., Inc. and Foresters Financial Services. Outside of advisory work, he is an owner and insurance agent at Financial Planning Investments Inc. and an investor in MVMT House in Indianapolis. Financial Plans & Strategies, Inc. provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary asset management and tailors portfolios using fundamental and technical analysis, conducting ongoing monitoring and periodic client reviews.

Seth Raymond is a financial advisor at Financial Plans & Strategies, Inc., holding a Series 65 designation with one year of industry experience. Prior to joining Financial Plans & Strategies, he worked at Myers and Stauffer and Upper Crust and has experience with Butler University and Indy Premier Soccer Club. Financial Plans & Strategies, Inc. provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored retirement plans. The firm customizes portfolios based on client objectives, using both fundamental and technical analysis, and offers ongoing monitoring, rebalancing, and client reporting.

Gilbert Talbert is a financial advisor with Capital Synergy Partners in Greenwood, IN, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Capital Synergy Partners since 2018 and previously worked at Foresters Equity Services, Inc. from 2016 to 2018. Talbert is also the owner and president of Talbert Financial Services, where he operates a fixed insurance business. Capital Synergy Partners serves both non–high-net-worth and high-net-worth individual clients, offering financial planning, portfolio management, and consulting through various advisory programs. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, employing a primarily non-discretionary advisory model and utilizing a range of analytical approaches and custodial platforms.

Bryan Mitchell is a financial advisor at Horter Investment Management, LLC with six years of industry experience and a Series 65 credential. He has worked with TEK Systems and serves as CEO and advisor at WLEM Financial Advisors, where he provides financial education and planning. Mitchell is also an associate financial advisor at Stephen D. Dissette and Associates and works as a Senior IT Program Manager managing business process improvement projects. Horter Investment Management offers investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as retirement plans, trusts, and institutional clients. The firm uses an Investment Committee-driven multi-manager approach, providing portfolio management, proprietary blended models, and access to alternative investments.

Mark Rhodes is an advisor at Monon Wealth Management with 30 years of industry experience. He holds Series 63 and Series 65 licenses. Rhodes has worked at Hutchens & Kramer Investment Management Group since 2018 and has been a partner at Rhodes Knisley Williams LLP, providing income tax preparation, accounting, and tax planning services since 1980. He also worked at Intrepid Financial Planning from 2002 to 2021. Monon Wealth Management is a mid-sized SEC-registered advisory team serving individuals, trusts, estates, businesses, and retirement plans with comprehensive wealth management services. The firm employs a long-term, risk-based investment approach using model portfolios and offers access to independent managers and third-party platforms.

Owen Atkison is a CFP® professional with three years of industry experience, currently serving as a financial advisor at ISC Advisors, Inc. Prior to joining ISC Advisors, he worked at GWN Securities, Inc., Midwest Deferred Compensation Specialists, LLC, and Harvest Investment Services. Outside of advisory work, he is involved in enrolling clients in life and health insurance products and retirement plan services. ISC Advisors, Inc. serves individuals, high-net-worth clients, corporate pension and profit-sharing plans, and charitable institutions, managing over $1.6 billion in assets through 27 advisors. The firm offers portfolio management, financial planning, and pension consulting, with investment decisions guided by an internal committee and executed through a range of advisory options including managed accounts, mutual funds, ETFs, and third-party sub-advisors.

David Stitt is a financial advisor with Curry Webb Wealth Management LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at firms such as Ameriprise Financial Services, Guardian Life Insurance Company, and Piper Sandler & Co. Curry Webb Wealth Management provides customized financial planning and discretionary investment management primarily to individual investors and trusts. The firm’s investment approach emphasizes diversified asset allocation through mutual funds and ETFs, supported by regular Investment Committee reviews and integrated financial planning services.

Brian Napier is a financial advisor with Ausdal Financial Partners, Inc. in Greenwood, Indiana, holding Series 65 and Series 66 credentials and bringing 22 years of industry experience. He has been with Ausdal Financial Partners since 2013. Outside of his advisory role, he is also licensed as an insurance agent with Silver Birch Capital, dedicating approximately one hour per month to the sale of insurance products. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets through a network of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies and custodial platforms.

Martin James is a financial advisor with Modern Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at World Equity Group for 14 years and has operated his own CPA firm, Martin E. James CPA, P.C., since 1997. Outside of his advisory role, he is a certified fly casting instructor and serves as secretary for the Heartland Fly Fishing Festival, Inc. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and corporations. The firm employs a centralized portfolio management approach supported by an Investment Committee and offers specialized services such as ERISA plan management and tax planning through affiliated entities.