Mark Vandygriff is a financial advisor at Mindset Wealth Management, LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses with 11 years of industry experience. He previously worked for Sheaff Brock Investment Advisors, LLC for 10 years before joining Mindset Wealth Management and its affiliate Mindset Asset Management. Mindset Wealth Management is an SEC-registered, discretionary investment adviser serving individuals, high-net-worth clients, trusts, estates, qualified purchasers, institutional investors, and retirement plan participants. The firm combines fundamental, technical, and charting analysis with Modern Portfolio Theory and tactical asset allocation, implementing active and passive strategies including in-house options and margin techniques tailored to client risk tolerance and objectives.

John Simmons is a financial advisor with Morris Group Advisory Service, Inc. in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has been with Morris Group, Inc. since 2001 and has served as president of the affiliated broker-dealer, Morris Group, Inc., which operates a small broker-dealer and sells life insurance products. Morris Group Advisory Service, Inc. is an independent firm providing discretionary portfolio management and investment advice primarily to individual clients. The firm manages approximately 91 client accounts and emphasizes broadly held market securities while operating as a fiduciary with regular account reviews and client reporting.

Matthew Bradley is a financial advisor at Peloton Capital Management in Indianapolis, IN, holding a Series 65 designation with 24 years of industry experience. He has been with Peloton Wealth Strategists since 2009. Peloton Capital Management serves private individuals, high-net-worth households, and institutional clients with fully discretionary portfolio management and a flat-fee financial planning service called Roadmap. The firm offers a range of investment strategies and custom-managed portfolios, employing an Investment Committee that meets regularly to guide decisions and providing detailed quarterly reporting.

Michael Puckett is a CFP® professional with 21 years of industry experience, currently serving at CFG Wealth Management Services Inc in Indianapolis, IN. He has been with CFG Wealth Management Services since 1983. Outside of his advisory role, he is the managing member of MDP Professional Services, LLC, which provides outsourced financial planning services. CFG Wealth Management Services offers advisory services to individuals, pension and profit-sharing plans, and businesses. The firm focuses on customized investment policy statements, discretionary portfolio management using mutual funds and ETFs, and emphasizes client communications through educational support and reporting.

Kenneth Klabunde is a CFP® with 23 years of industry experience and serves as the sole advisor at Precedent Financial Strategies in Indianapolis, IN. He has been with Precedent Asset Management since 2013. Outside of his advisory role, he is the owner of Klabunde Farms LLC, a personal farming venture. Precedent Financial Strategies provides investment advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm emphasizes strategic asset allocation, diversification, tax efficiency, and transparency while offering tailored portfolio management, financial planning, consulting, and a dedicated divorce planning service.

Antenielle Bell is a financial advisor with Harbour Wealth Partners, Inc. in Indianapolis, IN, holding Series 63 and Series 66 credentials and having 20 years of industry experience. She has worked with Harbour Wealth Partners since 2014 and has been associated with LPL Financial since 2012. Harbour Wealth Partners provides financial planning, business advisory, and Personal CFO services primarily to individuals, families, pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on planning-centric, long-term advice emphasizing portfolio risk, tax considerations, and tailored consulting without offering ongoing portfolio management or charging asset-based fees.

Lauren Werckenthien is a CFP® and Series 66-registered financial advisor with eight years of industry experience. She is currently with SecurEstate Financial Services, Inc., where she has worked since 2016, including roles at affiliated entities and prior positions at Cambridge Investment Research. She serves on the investment committee of the South Madison Community Foundation, a nonprofit community foundation in Madison County, Indiana. SecurEstate Financial Services provides advisory services to individual and high-net-worth clients, offering portfolio management, financial planning, and third-party adviser selection. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative analysis to guide its long-term investment approach.

Jason Rasp is a financial advisor with RASP Wealth Solutions, LLC, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His previous roles include positions at UBS Financial Services, Merrill, and Robert Baird & Co. since 2001. RASP Wealth Solutions provides personalized financial planning and investment management for individuals, high-net-worth clients, and institutional entities such as family offices and trusts. The firm employs a comprehensive, client-specific planning process and integrates fundamental, quantitative, and technical analysis with a long-term investment orientation while utilizing AI-enabled tools in its research and operations.

Ross Welch is a financial advisor with Harbour Wealth Partners, Inc. in Indianapolis, IN. He holds a Series 66 designation and has three years of industry experience, including work at LPL Financial since 2022. Prior to his advisory role, he gained experience at Wheel Fun Rentals, ESG Security, FedEx, and attended Indiana University Bloomington. Harbour Wealth Partners provides financial planning, business advisory, and Personal CFO services to individuals, families, and business entities. The firm focuses on planning-centric, long-term advice without offering discretionary portfolio management, emphasizing risk, tax considerations, and tailored consulting.

Brian Carroll is a CFP® with eight years of industry experience. He is currently associated with Oak Harbor Wealth Partners and has previously worked at Raymond James and Major League Soccer. His background includes over a decade in professional sports prior to his financial advisory career. Oak Harbor Wealth Partners is an SEC-registered investment adviser that specializes in institutional and retirement-plan consulting, offering portfolio management, financial planning, and educational services. The firm emphasizes ERISA consulting and uses diversified model allocations and third-party manager oversight to serve its clients.

Brian Wright is a CFP® with 16 years of industry experience. He is a principal at Wright Planning, LLC and also serves as a business consultant at Wright Accounting Group, LLC. His prior experience includes positions at ARGI Investment Services, LLC and Valeo Financial Advisors. Wright Planning, LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, and small businesses. The firm combines fundamental and technical analysis within a strategic and tactical asset allocation framework, managing client accounts based on objectives, risk tolerance, and tax considerations.

Jenny Malmquist is a financial advisor at Provider Financial, Inc. in Indianapolis, IN, holding a Series 65 designation with two years of industry experience. She has been with Provider Financial, Inc. since 2013. Provider Financial, Inc. serves individual and high-net-worth clients with discretionary portfolio management and hourly financial planning. The firm uses a combination of fundamental and technical analysis alongside tactical asset allocation, offering portfolio management through a wrap-fee program tailored to client goals and restrictions.

Adam Zoeller is a financial advisor at Genesis Advisors, LLC with a Series 65 credential and two years of industry experience. Prior to joining Genesis Advisors in 2023, he worked at Brad Graber and spent several years with DC Painting, LLC. Outside of his advisory role, Zoeller serves as a Pastoral Assistant at Castleview Church, where he designs curriculum and leads activities for teens. Genesis Advisors, LLC provides investment management, financial planning, and employer-sponsored plan consulting to a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations. The firm typically employs a passive investment approach using index funds and ETFs, combined with fundamental analysis, and manages both discretionary and non-discretionary assets.

Henry Wright Jr. is a financial advisor at Obsidiant Partners LLC with 19 years of industry experience. He holds a Series 66 designation and previously worked for CliftonLarsonAllen Wealth Advisors LLC for eight years. Wright began his tenure at Obsidiant Partners in 2024. Obsidiant Partners LLC serves high-net-worth individuals and institutional clients, including retirement plans and nonprofits. The firm provides discretionary portfolio management, financial planning, and consulting services, implementing portfolios based on Modern Portfolio Theory and often delegates day-to-day management to an independent sub-adviser.

Maikel Den Hertog is a financial advisor at Eagle Investors LLC with a Series 65 designation and one year of industry experience. He has held roles at Eagle Horizon Ventures LLC and Eagle Guardian Advisors LLC since 2025 and previously worked at Hak Groenten from 2019 to 2024. Outside of advising, he is the managing partner of Eagle Horizon Ventures LLC, a private holding company focused on early-stage ventures and innovation incubation. Eagle Investors serves individual clients through a fee-based subscription platform and one-time online advising sessions, providing impersonal trade recommendations and personalized, non-discretionary financial advice across a range of asset classes. The firm emphasizes active trading education and short-term strategies, delivering real-time trade alerts and technical analysis via an online platform that incorporates AI-generated insights.

Jeffrey Ledbetter is an advisor at Remnant Wealth with a Series 66 designation and two years of industry experience. His prior roles include positions at Capital Group, Betterled Consulting, and the Texas Rangers. Outside of financial advising, he is involved with Droplight, a solutions-driven consulting and growth-services firm. Remnant Wealth is an independent, fee-only advisory firm serving individuals and high-net-worth clients with investment management and comprehensive financial planning. The firm offers tailored strategies combining passive and active investments, including Biblically Responsible Investing, and provides services on both subscription and project bases.

Daniel Hinze is a financial advisor at Titan Investment Management LLC with one year of industry experience. He holds a Series 65 designation and previously served in the United States Army for 20 years. Titan Investment Management LLC provides discretionary and non-discretionary portfolio management primarily to individual and high-net-worth clients, as well as institutional accounts such as pension and profit-sharing plans. The firm employs a multifaceted investment approach, combining fundamental, quantitative, technical, and modern portfolio theory methods, and offers a range of services including pension consulting and participant-directed brokerage account management.

Seth Hickle is a financial advisor at Mindset Wealth Management, LLC in Indianapolis, IN, with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Innovative Portfolios, LLC, Sheaff Brock Investment Advisors, LLC, optionsXpress, Inc., and Charles Schwab. Mindset Wealth Management, LLC is a team of four advisors managing approximately $323 million for about 208 clients. The firm provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, qualified purchasers, institutional investors, and retirement plan participants, using a combination of fundamental, technical, and charting analysis alongside Modern Portfolio Theory and tactical asset allocation.

John Duncan is a financial advisor at Norwood Economics, Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at firms including Prudential, Larson Financial Group, Transamerica Life Insurance Company, Fidelity Investments, and Bank of America/Merrill Lynch. Norwood Economics provides discretionary portfolio management and financial planning services to individual clients, retirement plans, pooled funds, and cash balance plans. The firm employs an actively managed, multi-asset class investment approach with a value-oriented, bottom-up equity process and delivers research-driven portfolio oversight alongside educational offerings such as a weekly market newsletter and retirement seminars.

Karo Kochounian is a financial advisor with Elevate Capital Management, L.L.C., holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Elevate in 2019, he worked for Institutional Shareholder Services for five years. Outside of advising, Kochounian owns Les Amis Salon et Spa, a hair salon located in San Mateo, California. Elevate Capital Management serves individual and high-net-worth clients with tailored portfolio management and documented investment policy statements. The firm uses multiple analytical methods and a long-term trading orientation to manage diversified portfolios, offering both discretionary and non-discretionary accounts.