Christian Mc Gill is a CFP® and ChFC® professional with seven years of experience in the financial services industry. He is currently with Comprehensive Financial Consultants, where he has worked since 2019. His prior experience includes roles at CSI Advisory Services and Taylor University. Outside of financial advising, Mc Gill is involved in livestock businesses, serving as an owner/operator of a livestock raising venture and as treasurer and part owner of Livestock Resources LLC, which operates a national registry for Kiko goats. Comprehensive Financial Consultants provides financial planning, discretionary portfolio management, and retirement-plan consulting for individuals, corporations, charities, and pension plans. The firm employs a portfolio approach that incorporates asset allocation, tactical adjustments, technical analysis, and Modern Portfolio Theory, often managing accounts with discretionary trading authority.

Dallas Baltz is a financial advisor at Comprehensive Financial Consultants with a Series 65 designation and one year of industry experience. Prior to joining the firm, he held roles at Stratus Building Solutions of Indianapolis and Orthodynamics Company, Inc. Outside of financial services, he has been involved with Harbour Trees Golf & Beach Club for several years. Comprehensive Financial Consultants serves individuals—including high-net-worth clients—corporations, charities, and pension and profit-sharing plans. The firm offers financial planning, discretionary portfolio management using proprietary models, and retirement plan consulting, employing strategies such as asset allocation, tactical asset allocation, and modern portfolio theory.

Kara Hieser is a financial advisor at Park + Elm Investment Advisers with 20 years of industry experience. She holds a Series 65 credential and has worked at Webb Financial Advisors since 2003. Park + Elm Investment Advisers provides discretionary portfolio management, financial planning, and retirement-plan consulting to individual clients and employer-sponsored plans. The firm serves a mix of individual households, including high-net-worth clients, and plan sponsors, using a risk-assessment tool and five model portfolios to guide investment decisions with a long-term, asset-class approach.

Caitlin Price is a CFP®-certified financial advisor with Tactical Wealth Partners in Zionsville, IN, bringing one year of industry experience. Her prior roles include positions at WebsterRogers Financial Advisors and Bank of America. Tactical Wealth Partners primarily serves high-earning attorneys at large law firms and their households, providing comprehensive financial planning and investment management. The firm employs a diversified, tax-aware investment approach focused on low-cost mutual funds and ETFs, managing assets largely through Altruist Financial LLC with some legacy third-party arrangements.

Brian Mc Connell is a financial advisor at Daviman Financial, LLC with two years of industry experience. He holds a Series 65 designation. Outside of financial advising, he owns and operates Priority 1 Electrical LLC, a general electrical contracting company. Daviman Financial serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning, investment management, and retirement plan consulting. The firm employs a goal-oriented, fact-finding approach with discretionary and non-discretionary portfolio management that includes the use of third-party sub-managers and model portfolios.

William Gorgol is a financial advisor at Brightstone Advisors LLP with a Series 65 designation and over nine years of experience. Prior to joining Brightstone Advisors in 2025, he worked at Marcus & Millichap for seven years and at Indiana University Kelley School of Business for four years. Brightstone Advisors serves individual and high-net-worth clients, including retirees, professional service owners, small business owners, and corporate executives, offering discretionary investment management, consulting, family office, and financial planning services. The firm integrates tax compliance and planning through an affiliated CPA practice and emphasizes a tax-aware, diversified investment approach with a family office–style service model.

Phillip Burruel is an advisor at Daviman Financial, LLC with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Daviman Financial in 2026, he was involved with Retire SMART, LLC and SMART Wealth, LLC. He has also been affiliated with Central Church since 2012. Daviman Financial serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning, investment management, and retirement plan consulting. The firm manages approximately $234 million for about 190 clients, offering both discretionary and non-discretionary portfolio services with a client-focused process that includes written financial plans and ongoing reviews.

Joseph Ledbetter is a CFP® professional with eight years of industry experience, currently serving at Remnant Wealth. His prior roles include positions at Schwab Wealth Advisory, Edward Jones, and Fortitude Private Wealth. Outside of financial advising, he has experience working with the Texas Rangers Organization and Stryker Corporation. Remnant Wealth is an independent, fee-only advisory firm providing investment management and comprehensive financial planning to individuals and high-net-worth clients. The firm employs a mix of passive and active strategies, asset allocation, and offers values-based investing options such as Biblically Responsible Investing.

Thomas Johnson is a financial advisor with Royal Capital Wealth Management LLC in Carmel, IN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He worked at RBC Capital Markets from 2009 to 2017 before joining Royal Capital Wealth Management in 2018. Royal Capital Wealth Management serves individuals, high-net-worth clients, trusts, charitable organizations, pension plans, and corporations, providing discretionary asset management and retirement plan investment consulting. The firm uses a risk-assessment process and proprietary investment models to guide asset allocation, employing both active and passive strategies focused on individual equities and fixed income.

Derek Robertson is a financial advisor at Integrated Investment Strategies, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Securities America Advisors and Money Concepts Capital Corp. He returned to Integrated Investment Strategies in 2025 after previously working there from 2008 to 2019. Integrated Investment Strategies, Inc. provides fee-only investment management and financial planning to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation process focused on passively managed institutional mutual funds and uses a three-factor model to manage portfolio risk and diversification.

Noah Wolfe is a financial advisor at Comprehensive Financial Consultants with a Series 65 credential and one year of industry experience. He previously worked at First Farmers Bank & Trust for two years and has experience in education, having served at the University of Indianapolis and Tipton High School. Comprehensive Financial Consultants provides financial planning, discretionary portfolio management, and retirement-plan consulting for individuals, corporations, charities, and pension and profit-sharing plans. The firm uses a combination of asset allocation strategies, technical analysis, and Modern Portfolio Theory to tailor portfolios and typically operates with discretionary trading authority.

Amanda Hineman is a financial advisor at Gimbal Financial, LLC, holding a Series 66 designation with six years of industry experience. She previously worked at LPL Financial LLC from 2016 to 2022 before joining Gimbal Financial in 2022. Gimbal Financial serves individuals, trusts, estates, small businesses, retirement plans, and certain brokerage customers of Mutual Securities. The firm offers discretionary asset management through a wrap-fee program, retirement plan consulting, and variable annuity consulting services, managing diversified portfolios based on client objectives and market conditions.

Michael Markiewicz is a financial advisor at RWM Capital, LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Foundations Investment Advisors, LLC since 2017 and operates Markiewicz Financial LLC, which focuses on life insurance and fixed/indexed annuities. RWM Capital provides fee-based financial planning and discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm uses tailored asset allocations, model portfolios, sub-advisers, and quantitative algorithms to manage approximately $222 million across multiple offices.

Carl Drury is a financial advisor at Paradiem, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Paradiem since 2014. Paradiem serves individuals, high-net-worth families, and charitable organizations by providing asset management, comprehensive financial planning, and insurance services. The firm emphasizes long-term, fundamental analysis-based investing and offers customized portfolios alongside coordinated planning for tax, estate, and charitable giving considerations.

Joel Koon is a CFP® professional at Four Quadrant Wealth Advisors, Inc. with four years of industry experience. Prior to joining Four Quadrant in 2022, he held roles at Renewal by Anderson, Layher & Company PC, Topgolf, and Advanced Auto Parts. Four Quadrant Wealth Advisors serves individual and professional clients, including high-net-worth individuals and business entities such as medical and dental practices. The firm applies a tailored investment approach utilizing fundamental and technical analysis across various asset types, managing approximately $219 million in discretionary client assets.

Benjamin Weber is a Series 65-licensed advisor with Halter Ferguson Financial Inc., where he has worked since 2020. He has two years of industry experience and previously worked at Valeo Financial Advisors, LLC. His background also includes roles outside financial services, such as with Lyft and Uber. Halter Ferguson Financial Inc. provides fee-only financial planning and discretionary portfolio management to individuals, families, small businesses, trusts, charitable organizations, and employer-sponsored plans. The firm uses fundamental analysis and client-specific investment policy statements to guide decisions, and offers specialized programs including a private fund and options strategies within managed accounts.

Nicholas Blackwell is a financial advisor with Global Assets Advisory, LLC, holding a Series 66 designation and eight years of industry experience. He has worked previously at Noyes Advisors LLC and David A. Noyes & Company. Outside of his advisory role, he serves as Deacon of Finance at Castleton Community Church in Indianapolis. Global Assets Advisory, LLC is an SEC-registered firm serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million through a team of eight advisors, offering discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services.

Derek Sanders is a CFP® and Series 65-registered advisor at Forum Private Client Group with three years of industry experience. Prior to joining Forum in 2023, he worked for Extend Healthcare from 2016 to 2023. Outside of his advisory role, he is involved in managing rental properties. Forum Private Client Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts. The firm combines customized financial planning with portfolio construction across various investment vehicles, employing quantitative and technical analysis while regularly reviewing fund and sub-adviser performance.

Greg Poplarski is a financial advisor with ISC Advisors, Inc. in Carmel, Indiana, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Allianz Global Investors and OneAmerica Securities. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and other institutional clients, offering financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services. The firm manages approximately $1.54 billion in assets, utilizes model portfolios across risk profiles, and collaborates with sub-advisors while maintaining overall investment oversight.

Isaac Yops is a financial advisor at Halter Ferguson Financial Inc with a Series 65 credential and two years of industry experience. Prior to joining Halter Ferguson Financial, he held positions in education and retail, including roles at Grant County School District and Taylor University. Halter Ferguson Financial Inc offers fee-only financial planning and discretionary portfolio management to individuals, families, small businesses, trusts, charitable organizations, and employer-sponsored plans. The firm bases investment decisions on fundamental analysis and customized investment policy statements, providing diversified, intermediate-to-long-term strategies alongside a specialized program that manages concentrated positions and uses options strategies.