Stephen Carr is a financial advisor at Peloton Capital Management in Indianapolis, IN, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Peloton Wealth Strategists since 2010. Peloton Capital Management serves private individuals, high-net-worth households, and institutional clients with discretionary portfolio management and a flat-fee financial planning service called Roadmap. The firm offers a range of investment strategies and custom-managed portfolios, operating as a fee-only registered investment adviser with a focus on detailed reporting and multi-account management for larger clients.

Andrew Johnson is a financial advisor with Royal Capital Wealth Management LLC in Carmel, IN, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He previously worked at RBC Capital Markets from 2009 to 2017. Outside of advising, Mr. Johnson is licensed as an independent insurance agent specializing in individual life and health insurance. Royal Capital Wealth Management serves individuals, high-net-worth clients, trusts, charitable organizations, pension plans, and corporations, offering discretionary asset management and retirement plan investment consulting. The firm uses proprietary investment models and fundamental analysis to implement asset allocation guidelines across active and passive strategies, focusing on individual equities and fixed income.

Dino Efthimiou is a Certified Financial Planner® with 21 years of experience in the financial services industry. He is currently a principal at Delta Wealth Advisors LLC and previously worked at Wealth Advisory Solutions, LLC, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. Delta Wealth Advisors serves high-net-worth and accredited individuals as well as business entities, providing discretionary portfolio management, financial planning, and business advisory services. The firm employs a combination of modern portfolio theory and fundamental, charting, and cyclical analysis to manage tailored investment strategies, including the use of ETFs, sub-advisors, options, and private alternative investments.

Jeff McMahan is a CFP® with 27 years of industry experience and has been with McMahan Capital Management since 2000. He holds Series 63 and Series 65 licenses and is based in Carmel, IN. McMahan Capital Management provides discretionary portfolio management and investment advisory services to individuals, trusts, estates, corporations, pension/profit-sharing plans, and nonprofit organizations. The firm emphasizes quality securities, diversification, position-size limits, and minimizing transaction costs through fundamental, technical, and cyclical analysis, managing approximately $115.8 million in discretionary assets across about 40 client relationships.

Terrance Andersen is a CFP® professional with 13 years of industry experience. He has worked at Tactical Wealth Partners since 2016 and previously held roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Andersen holds Series 63 and Series 65 licenses. Tactical Wealth Partners serves high-earning attorneys at large law firms and their households, providing comprehensive financial planning and investment management. The firm follows a diversified, tax-aware investment approach using low-cost mutual funds and ETFs, managing assets primarily through Altruist Financial LLC while maintaining legacy third-party advisory relationships.

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.

Nicholas Finnigan is a CFA® charterholder and Series 66 licensed financial advisor with 10 years of industry experience. He has worked at Delta Wealth Advisors LLC since 2017 and previously held roles at Morgan Stanley and Morgan Stanley Private Bank N.A. He holds a 24.5% ownership stake in Delta Wealth CPA's and Advisors. Delta Wealth Advisors serves individuals, including high-net-worth and accredited investors, as well as business entities, providing discretionary portfolio management, financial planning, and business advisory services. The firm employs a combination of modern portfolio theory, fundamental and cyclical analysis, and model-based allocations, with a focus on ETFs, sub-advisors, and selective options strategies, and offers private alternative investments to qualified clients.

Jeffrey Vogel is a financial advisor at Investment Advisors of Indianapolis Inc with 29 years of industry experience. He holds the Series 63 designation and has been with the firm since 1991. Investment Advisors of Indianapolis Inc provides fee-based portfolio management and investment supervisory services to individuals, trusts, corporate pension and profit-sharing plans, and not-for-profits including churches. The firm employs a long-term, value-oriented investment approach based on fundamental analysis and Benjamin Graham–style principles, managing approximately $106 million in assets across a small client base.

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.

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.

Louis Lukac is a financial advisor with Trowbridge Capital Partners LLC, holding Series 65, 63, and 66 licenses and totaling 2 years of industry experience. He is also the sole owner and president of Wizard Trading Inc., a company that leases software used to analyze trading strategies involving futures contracts and options. Trowbridge Capital Partners provides discretionary portfolio management and separately managed account services primarily for high-net-worth individuals and institutional clients. The firm utilizes quantitative analysis focused on mid- to large-cap U.S. equities and offers strategies such as Dynamic Alpha and Concentrated Aggressive Growth.

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.

Christopher Herrmann is a financial advisor with Vertical Wealth, LLC in Indianapolis, Indiana, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been associated with Legacy Practice Management since 2016. Vertical Wealth serves individuals, trusts, foundations, corporate retirement plans, and other private clients by providing continuous investment advisory services and ongoing financial planning. The firm manages discretionary portfolios primarily composed of mutual funds and exchange-traded funds, using a blend of fundamental and technical analysis within a modern portfolio theory framework aimed at long-term market returns.

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.

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.

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.

Roy Strong is the principal of Strong Financial Services in Indianapolis, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been president of Mapco Financial Services Corp since 1986, overseeing sales activities. Strong Financial Services provides financial planning, retirement planning, and portfolio management to individuals, charitable organizations, foundations, corporations, and other businesses. The firm employs a top-down approach combined with fundamental and occasional technical analysis to develop asset allocation and investment strategies, and it also evaluates third-party managed platforms and TAMPs.

Edward Skarbeck is a financial advisor at Aldebaran Capital, LLC with 26 years of industry experience. He holds the Series 65 designation and has been with Aldebaran Capital since 1999. Aldebaran Capital is a fee-only, SEC-registered investment adviser specializing in portfolio management of individual-stock portfolios for a range of clients including individuals, high-net-worth clients, and institutions. The firm employs a fundamental, value-oriented investment approach based on Benjamin Graham’s principles and focuses on separate-account management with typically low portfolio turnover.