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.

Casey Marx is a financial advisor at Crown Haven Wealth Management in Carmel, IN, holding a Series 65 credential with one year of industry experience. In addition to his advisory role, he manages a business technology company, Pine Cone II LLC, providing oversight and management. Crown Haven Wealth Management serves primarily individual clients by evaluating and recommending third-party investment advisers tailored to clients’ financial situations and risk tolerances, without directly managing client assets or executing trades.

Michael Puckett is a CFP® and Series 63 credentialed advisor with 22 years of industry experience. He has been with CFG Wealth Management Services Inc in Indianapolis since 1983. Puckett is also the managing member of MDP Professional Services, LLC, which provides outsourced financial planning services. CFG Wealth Management Services, Inc. offers discretionary investment supervisory and financial planning services to individuals, high net worth clients, pension and profit-sharing plans, and corporations. The firm’s investment approach emphasizes individualized asset allocation and manager selection within a structured process that includes ongoing portfolio management and client education.

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® professional with nine years of experience in financial advising. She is a vice president and financial advisor at SecurEstate Financial Services and has previously worked at Cambridge Investment Research Advisors and Arcadis U.S., Inc. Werckenthien serves on the investment committee of the South Madison Community Foundation. SecurEstate Financial Services is a family-owned firm that provides portfolio management and financial planning to individual and high-net-worth clients. The firm uses a combination of fundamental and quantitative analysis along with modern portfolio theory to manage accounts predominantly on a discretionary basis with quarterly reviews.

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.

Louis Lukac is an advisor at Trowbridge Capital Partners LLC with credentials including Series 65, 63, and 66 licenses. He has over two years of industry experience and has been associated with Trowbridge Capital Partners since 2018. In addition, he is the sole owner of Wizard Trading Inc., a company that leases software for analyzing trading strategies related to futures contracts, options, and hedge strategies. Trowbridge Capital Partners provides discretionary portfolio management and separately managed account services primarily for high-net-worth individuals and institutional clients. The firm employs quantitative analysis focused on mid- to large-cap U.S. equities and offers several named investment strategies that adapt to market conditions.

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.

Kevin Ward is a Series 65 licensed financial advisor with Park + Elm Investment Advisers in Carmel, Indiana, bringing 10 years of industry experience. He has been with Park + Elm Investment Advisers LLC since 2016. In addition to his advisory role, he is a licensed insurance agent and owns Park + Elm Insurance Services, through which he occasionally offers commissionable insurance products. Park + Elm Investment Advisers provides discretionary portfolio management, financial planning, and retirement-plan consulting to individual clients, including high-net-worth households, and plan sponsors. The firm employs a risk-assessment tool and five model portfolios based on Modern Portfolio Theory, primarily using institutional mutual funds for implementation.

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.

Gordon Campbell is a financial advisor with Crown Haven Wealth Management in Carmel, IN, holding a Series 66 designation and 11 years of industry experience. He has worked with several firms, including Aegis Wealth Management and Lifemark Securities, and has been associated with Crown Haven in various capacities since 2016. Additionally, he is involved with Crown Haven Wealth Advisors as an independent insurance agent specializing in life and annuity products. Crown Haven Wealth Management provides financial advisory services primarily to individual clients, referring them to third-party registered investment advisers rather than managing assets directly. The firm focuses on evaluating and recommending investment advisers that align with clients' financial goals and risk tolerance, while monitoring those advisers and their reporting.

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 two years of industry experience. He holds a Series 65 designation and is also the managing partner of Eagle Horizon Ventures LLC, a private holding company focused on early-stage ventures and innovation incubation. His prior experience includes working at Hak Groenten and Eagle Guardian Advisors LLC. Eagle Investors LLC provides investment research, trading recommendations, and educational content to individual investors through fee-based online subscriptions and one-time advising engagements. The firm specializes in active trading and trader education, offering real-time trade alerts, technical analysis, and AI-assisted idea generation without managing client accounts or exercising investment discretion.

Edward Skarbeck is a Series 65 licensed advisor with Aldebaran Capital, LLC, where he has worked since 1999, totaling 27 years of industry experience. He is based in Carmel, Indiana. Aldebaran Capital, LLC is an SEC-registered, fee-only investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, not-for-profits, and corporate accounts. The firm focuses on a fundamental, value-oriented investment approach emphasizing margin of safety and long-term holding periods, managing primarily discretionary portfolios composed largely of individual equity positions across various capitalizations.

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.