Keith Tyner is a financial advisor at Gimbal Financial, LLC with 40 years of industry experience. He holds a Series 63 designation and has worked at Gimbal Financial since 2012 and at LPL Financial since 1997. Tyner is also the author of a book titled "Financial Survivors," which has been published and approved for distribution. Gimbal Financial serves individuals, trusts, estates, small businesses, and retirement plans, offering discretionary asset management through a wrap-fee program, retirement plan consulting, and variable annuity consulting. The firm manages diversified portfolios aligned with client objectives and economic conditions, and sponsors its own wrap-fee program while operating as a six-advisor team.

Stacy Phillips is a financial advisor at Four Quadrant Wealth Advisors, Inc. with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Sagepoint Financial, Inc. and WSI, Inc. dba Creative Planning Strategies. Four Quadrant Wealth Advisors serves individual and high-net-worth clients, as well as professional partnerships, corporations, and medical and dental practices, providing personalized financial planning and discretionary portfolio management. The firm tailors advice using a mix of analytical methods and implements diversified portfolios while offering ongoing account monitoring and specialized services for business entities and practice transition planning.

John Wildern is a CFP® practitioner with 25 years of industry experience, currently serving at Legacy Financial Advisors, Inc. He previously held roles at FORVIS Wealth Advisors, Fidelity Brokerage Services, and NorthCoast Asset Management among others. Wildern is president of LIFE Advisor Group, a business consulting activity he maintains outside of his advisory work. Legacy Financial Advisors is a multi-advisor team managing approximately $1.5 billion in client assets for around 1,000 clients. The firm serves individuals, families, businesses, and charitable organizations with financial planning, estate planning, risk management, and discretionary portfolio management, emphasizing diversification and asset allocation in both traditional and alternative investments.

Tiffany White is a CFP® at Halter Ferguson Financial Inc with 11 years of industry experience. She has been with Halter Ferguson Financial since 2007. Halter Ferguson Financial provides fee-only financial planning and discretionary portfolio management to a diverse range of clients, including individuals, families, small businesses, trusts, charitable organizations, and employer-sponsored plans. The firm’s investment approach is driven by fundamental analysis and client-specific investment policy statements, with specialized offerings such as a branded options strategy program and involvement in a privately offered fund.

Kal Owen is a financial advisor with Four Quadrant Wealth Advisors, Inc. in Carmel, IN, holding a Series 66 designation and six years of industry experience. Prior to joining Four Quadrant Wealth Advisors in 2021, he worked at several firms including First Command Advisory Services and PerMar Security. Owen also serves as a sergeant and production controller in the Indiana Army National Guard, a role he has held since 2010. Four Quadrant Wealth Advisors serves individual and high-net-worth clients as well as professional partnerships, corporations, and medical and dental practices. The firm offers personalized financial planning and discretionary portfolio management, using a variety of analytical methods and a range of securities to tailor advice to clients’ objectives and risk tolerance.

Hilary Hendershott is a CFP® and Series 65 credentialed advisor with 18 years of industry experience. She is the managing member and investment adviser representative at Hendershott Wealth Management, LLC, where she has worked since 2014. Hilary previously worked at Bhpr Equity Research Corp and operated Hilary Hendershott Financial, LLC. Hendershott Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $305.8 million in client assets. The firm provides primarily non-discretionary portfolio management, financial planning, and consulting services through a combination of firm model portfolios, third-party asset managers, and specialized programs such as Ignite Investing for smaller accounts.

Greg Haney is a financial advisor with Intrepid Financial Planning Group, LLC in Carmel, IN, holding a Series 63 designation and 26 years of industry experience. He has been with Intrepid Financial Planning since 1999 and also operates Haney CPA Group, a CPA firm based in Indianapolis, where he has worked for over 40 years. Additionally, he is the owner and CEO of H&G Inc., a holding company located in Indianapolis. Intrepid Financial Planning Group provides discretionary, fee-based investment management to a diverse client base including individuals, families, trusts, and pension plans. The firm employs a strategic asset allocation approach incorporating Modern Portfolio Theory principles, focusing on diversification, tax efficiency, and cost control, and manages approximately $355 million in client assets.

Douglas Shrieve is a financial advisor with Gimbal Financial, LLC in Carmel, Indiana, holding Series 63 and Series 66 licenses and accumulating 26 years of industry experience. He has been with Gimbal Financial since 2012 and maintains a concurrent affiliation with LPL Financial dating back to 2003. Gimbal Financial serves individuals, trusts, estates, small businesses, retirement plans, and certain brokerage customers, offering discretionary asset management through a wrap-fee program as well as retirement plan and variable annuity consulting. The firm employs diversified investment strategies tailored to client objectives and reviews accounts at least annually.

Jason Smith is a financial advisor with Four Quadrant Wealth Advisors, Inc. in Carmel, IN. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 22 years with Four Quadrant Wealth Advisors. Outside of his advisory role, he is the CEO and owner of a dental practice consulting business and volunteers on the finance committee of a nonprofit organization. Four Quadrant Wealth Advisors is a seven-advisor team managing approximately $219 million in discretionary client assets. The firm serves individuals, including high-net-worth clients, as well as professional partnerships and business entities, employing a tailored investment approach that incorporates fundamental and technical analysis along with various asset strategies.

Matthew Smith is a financial advisor with Halter Ferguson Financial Inc in Carmel, IN, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Halter Ferguson in 2023, he was a managing member of Good Soil Investment Management, LLC from 2021 to 2023, and previously worked at CMS Energy Corporation for eight years. He maintains a minority ownership interest in Good Soil Investment Management. Halter Ferguson Financial provides fee-only financial planning and discretionary portfolio management to individuals, families, small businesses, trusts, charitable organizations, and employer-sponsored plans. The firm’s investment approach is based on fundamental analysis and customized investment policy statements, offering diversified strategies alongside a specialized “REBELLIONAIRE” program that includes concentrated positions and options strategies.

Brent Emerick is a CFP® with 26 years of industry experience, currently serving at Harvest Investment Services, LLC since 2023. His prior experience includes roles at Wealth Advisory Solutions, LLC and Comprehensive Financial Planning Services Corp., where he has worked since 1984. Harvest Investment Services, LLC provides portfolio management, financial planning, pension consulting, and other advisory services to a diverse client base including individuals, retirement plans, trusts, and charities. The firm employs a multi-advisor team structure and manages approximately $534 million in client assets using actively managed tactical strategies and a variety of analytical approaches.

Bryan Fawcett is a financial advisor at Four Quadrant Wealth Advisors, Inc. in Carmel, IN, holding a Series 65 designation with two years of industry experience. He previously worked at Thrivent Advisor Network, LLC dba PalomarWealth and Kershner Trading Group. Four Quadrant Wealth Advisors serves individual and high-net-worth clients, as well as professional partnerships, corporations, and medical and dental practices, providing personalized financial planning and discretionary portfolio management. The firm uses a variety of analytical methods to tailor advice to clients’ objectives and risk tolerance, managing portfolios with mutual funds, ETFs, equities, and fixed-income instruments.

Jenel Darland is a financial advisor with Halter Ferguson Financial Inc. holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to joining Halter Ferguson Financial, she worked at Mercer Global Advisors Inc., PwC, and Raymond James Financial Services. 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’s investment approach relies on fundamental analysis and client-specific investment policy statements, with a focus on diversified, intermediate-to-long-term strategies and a specialized program incorporating options strategies for select clients.

Michael Shrift is a financial advisor with Monument Advisers in Carmel, IN, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Aspire Health Indiana, MML Investors Services, LLC, MassMutual Life Insurance Company, and Community Health Network. Monument Advisers is a fee-only firm serving individuals, high-net-worth clients, charitable organizations, pooled vehicles, and corporate clients with discretionary and non-discretionary portfolio management. The firm uses asset-allocation principles and modern portfolio theory, combining passive and active funds with a long-term holding approach while offering values-based investing options such as socially responsible and Biblically Responsible Investing.

Bradford Ferguson is a CFA® charterholder and holds a Series 65 license with 20 years of experience in the financial industry. He has been with Halter Ferguson Financial Inc since 2005, where he works as part of a seven-advisor team based in Carmel, IN. 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 employs fundamental analysis guided by client-specific investment policy statements and offers a range of strategies including a branded program that utilizes concentrated positions and options strategies.

Raquel Schiavon is a financial advisor at Proxy Wealth Advisors LLC with a Series 65 designation and one year of industry experience. She previously worked as a self-employed professional and currently manages an English teaching program for non-English speakers at Internexus Indiana. Proxy Wealth Advisors LLC provides fee-based discretionary portfolio management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy and serves a diverse client base, including foreign individuals with specialized immigration-related financial planning.

Douglas Bales is a financial advisor with Intrepid Financial Planning Group, LLC in Carmel, IN, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with Intrepid Financial since 2000. Outside of his advisory role, he is involved with Whitinger Financial Advisors in Muncie, IN, focusing on retirement and financial planning. Intrepid Financial Planning Group, LLC provides discretionary, fee-based investment management to a diverse client base including individuals, families, trusts, pension plans, and charitable trusts, managing approximately $355 million in client assets. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, emphasizing diversification, tax efficiency, and cost control, and maintains coordinated services with affiliated tax and accounting professionals.

Anthony Arnett is a financial advisor with Dominion Portfolio Management, Inc. He holds a Series 66 designation and has less than one year of industry experience. Prior to joining Dominion, he worked in various roles including at Crowe LLP and Kepler Consulting. Dominion Portfolio Management, Inc. offers fee-based portfolio management services to individuals, high-net-worth clients, and businesses, specializing in discretionary and non-discretionary management of accounts invested in individual securities, ETFs, and mutual funds. The firm employs multiple analysis techniques and provides ongoing account monitoring with options for household aggregation and third-party money managers.

Ronald Campbell is a CFP® and Series 63 credentialed advisor with over 31 years of industry experience. He has been with Intrepid Financial Planning Group, LLC since 1998 and has operated his own CPA and attorney practice since 1984, offering tax and accounting services alongside financial planning. Intrepid Financial Planning Group, LLC provides discretionary, fee-based investment management to individuals, families, business entities, trusts, estates, pension and profit-sharing plans, and charitable trusts. The firm employs a strategic asset allocation approach grounded in Modern Portfolio Theory, emphasizing diversification, tax efficiency, and cost control, and manages approximately $355 million in client assets.

Caleb Tyner is a financial advisor with Gimbal Financial, LLC, holding Series 65 and Series 66 licenses. He has one year of industry experience and previously worked at DOZ and has been involved in educational roles at Murray State School of Business and Murray State University. Gimbal Financial serves individuals, trusts, estates, small businesses, and retirement plans, offering discretionary asset management through a wrap-fee program, retirement plan consulting, and variable annuity consulting. The firm employs diversified investment allocations and conducts annual account reviews, managing approximately $290 million for about 380 clients.