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.

James Stawick is a financial advisor at Harvest Investment Services, LLC in Indianapolis, Indiana, with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Harvest since 2019 and previously at Archer Investment Corporation from 2010 to 2019. In addition to his advisory role, he owns The Stawick CPA Group, a bookkeeping and accounting business serving small businesses. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions. The firm offers discretionary portfolio management, financial planning, and consulting, employing active tactical strategies and a combination of fundamental, technical, and quantitative analyses.

Tanner Coulter is a financial advisor with LJI Wealth Management, LLC in Indianapolis, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at The Prudential Insurance Company of America and its affiliated entities from 2015 to 2020. Outside of advisory work, he acts as an insurance agent specializing in livestock insurance and general insurance sales. LJI Wealth Management offers wealth management, investment management, comprehensive financial planning, and retirement plan consulting to individuals, high-net-worth clients, charities, corporations, and pension/profit-sharing plans. The firm’s approach incorporates fundamental, quantitative, and technical analysis, utilizing a range of investment vehicles and strategies tailored to client objectives and risk tolerance.

Luke Drye is a financial advisor at LJI Wealth Management, LLC in Indianapolis, holding a Series 65 designation with four years of industry experience. His prior work includes roles at DFAS Indianapolis and ESG Security/CSC. LJI Wealth Management serves individuals, high-net-worth clients, charities, corporations, and pension/profit-sharing plans, managing approximately $1.37 billion in assets. The firm offers wealth management, financial planning, and retirement consulting using a range of investment strategies tailored to client objectives and risk tolerance.

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.

Zachary Melloh is a financial advisor at LJI Wealth Management, LLC in Indianapolis, IN, holding a Series 65 designation with two years of industry experience. He previously worked at Valeo Financial Advisors LLC for one year and has been with LJI Wealth Management since 2023. LJI Wealth Management serves individuals, charitable organizations, corporations, and retirement plans by providing wealth management that integrates investment management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies tailored to client objectives, using fundamental, quantitative, and technical analysis.

Scott Riethman is a financial advisor at LJI Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LJI Wealth Management since 2020. Prior to that, he was with Nationwide Investment Services Corporation for 13 years and RiverNorth Capital Management, LLC for one year. Riethman is also a partner at JHR Pensions, LLC, a non-investment-related business based in Columbus, Ohio. LJI Wealth Management provides wealth management, investment management, comprehensive financial planning, and retirement plan consulting to individuals, high-net-worth clients, charities, corporations, and pension/profit-sharing plans. The firm manages approximately $1.37 billion in client assets and offers both discretionary and non-discretionary investment programs tailored to client objectives and risk tolerance.

Daniel Lucas is a financial advisor with LJI Wealth Management, LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses and has 12 years of industry experience. He has been with LJI Wealth Management since 2014. LJI Wealth Management offers wealth management, investment management, comprehensive financial planning, and retirement plan consulting to individuals, high-net-worth clients, charities, corporations, and pension/profit-sharing plans. The firm employs a range of investment strategies tailored to client objectives and risk tolerance and manages approximately $1.37 billion in client assets through a team of 13 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.

Jonathan Byrd II is a financial advisor at CreativeOne Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining CreativeOne Wealth, he has been involved in various business ventures, including Sparrow Property Management, Go Figure Racing, Inc., and Byrd Enterprises Inc. Outside of advisory work, he has experience in property management and motorsports through his previous roles. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing strategies that include modern portfolio theory and a mix of ETFs, mutual funds, options, and select private investments.

Jacob Durbin is a CFP® professional with 10 years of industry experience, currently with Forvis Mazars Wealth Advisors, LLC. He has previously worked at Charles Schwab and Charles Schwab Bank. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, and retirement plan consulting. The firm emphasizes customized asset allocation and integrates both active and passive strategies tailored to each client's objectives, risk tolerance, and time horizon.

Yan Yu is a CFP® with four years of industry experience, currently serving as a financial advisor at Forvis Mazars Wealth Advisors, LLC. Prior to joining Forvis Mazars, Yan held roles at FORVIS Wealth Advisors LLC, Fifth Third Bank, and other financial services firms. Forvis Mazars Wealth Advisors provides wealth management services to individuals, families, retirement plans, institutions, and nonprofit organizations, integrating financial planning, investment management, and consulting with tax, accounting, and family-office services offered by its parent firm. The firm’s investment approach emphasizes customized asset allocation, combining active and passive strategies with a focus on diversification, cost control, and long-term discipline.

Phillip Foust is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at New York Life Insurance Company, LPL Enterprise, and Prudential Insurance. Outside of his advisory work, he leads funeral services at Jessen Funeral Home. Sound Income Strategies serves a diverse client base including individuals, corporations, pension plans, and other advisors, offering asset management, financial planning, ERISA plan services, and sub-advisory arrangements. The firm focuses on fixed-income and income-oriented investment strategies combined with active portfolio management and allocates assets to third-party managers and ETFs when appropriate.

Stacia Jones is a financial advisor with Silver Oak Securities, Inc. based in Greenwood, IN, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at Securities America Advisors, Securities America, and Securities Service Network. Outside of her advisory work, she is the owner of becauseOne, an online platform aimed at helping nonprofits communicate their needs and connect with supporters. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and business entities through a multi-team structure of about 101 financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances, supported by operational features like ongoing model monitoring and automatic investment processes.

Raymond Surenkamp is a CFP® with 32 years of industry experience, currently serving as an advisor at Apollon Wealth Management, LLC since 2026. His prior roles include positions at Sage Advisors, LLC, Goldman Sachs Personal Financial Management, and CS Capital Management Inc. He is also licensed as an insurance agent for life, health, and annuity products through United Capital Risk Management. Apollon Wealth Management is a multi-team SEC-registered investment adviser with approximately $11.56 billion in assets under management. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and retirement plans, combining centrally managed strategies with locally managed portfolios supported by a strong investment committee and technology tools.

Jon Winteregg is a financial advisor with Silver Oak Securities, Inc., holding Series 63 and 66 licenses and bringing 41 years of industry experience. His prior roles include positions at Securities America Advisors, SSN Advisory, Concourse Financial Group Securities, and Langdon Shaw Associates. Outside of his advisory work, he consults for becauseOne, LLC, an online platform supporting nonprofit charitable organizations, and is involved in family trust and estate matters. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and estates through a network of over 100 financial professionals. The firm offers a range of advisory programs focused primarily on discretionary investment management tailored to client objectives and risk tolerances, utilizing a combination of individual securities, ETFs, mutual funds, and strategist models.