Joe Wiley is a financial advisor with Capital Cities Investments in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Capital Cities, LLC since 1998 and previously at Limestone Capital Advisers, LLC and Limestone Capital Preservation Fund, Ltd. since 2011. Outside of his advisory role, Wiley serves as the chairman of the White River State Park Development Commission in Indianapolis. Capital Cities Investments serves a broad range of clients, including individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans, providing portfolio management, financial planning, and pension consulting. The firm uses a diversified investment approach with a combination of active and passive managers, asset allocation, and disciplined rebalancing, tailoring recommendations to clients’ individual suitability factors.

Ryan Bradley is a CFP® with four years of industry experience currently serving at Elevated Financial Group. He has worked previously at Invst LLC, Merrill, and SEI Archway. Bradley’s background also includes roles outside finance, such as an early position at Scotty's Brewhouse and employment with Butler University. Elevated Financial Group is a seven-advisor team managing over $500 million in regulatory assets, serving individual and high-net-worth households as well as retirement plan sponsors. The firm provides discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a combination of fundamental, quantitative, and technical analysis alongside technology-driven oversight.

Yadira Garcia is a financial advisor with Asset Management Strategies, Inc. in Indianapolis, IN. She holds Series 65 and Series 63 licenses and has 24 years of industry experience, including 13 years at Raymond James and Associates. Outside of her advisory work, she manages a rental property in Greenwood, IN. Asset Management Strategies, Inc. provides personalized financial planning and discretionary investment management for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a trend-following asset allocation approach with passively managed index funds, ETFs, and mutual funds, managing over $220 million across approximately 2,110 client accounts.

Keith Allen is a financial advisor with Meridian Investment Advisors, Inc. in Indianapolis, IN, holding Series 63, 65, and 66 licenses and 14 years of industry experience. His prior work includes roles at Westfield Steel and self-employment in sales coaching. He has also served as a JV/varsity lacrosse coach at Carmel High School since 2018. Meridian Investment Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm combines asset management, financial planning, and tax services within an investment process grounded in modern portfolio theory and integrated risk controls.

Kaylee Bjarnason is a financial advisor at An Exceptional Life Financial, LLC in Indianapolis, IN, holding a Series 65 designation with three years of industry experience. Prior to joining An Exceptional Life Financial, she worked at One Pacific Financial Strategies and held roles in education at the University of Redlands and Chaffey College. Outside of her advisory work, she owns a merchandise business focused on spiritual healing products and also works as a personal shopper. An Exceptional Life Financial serves individuals, families, high-net-worth clients, small businesses, and educational institutions by providing comprehensive financial planning, investment management, tax preparation, and employee benefit plan consulting. The firm uses a combination of passive and active investment strategies with ongoing portfolio supervision and also offers educational seminars and integrated tax services.

Nathan Melchi is a financial advisor at Deerfield with a Series 66 designation and three years of industry experience. He has worked at several firms, including LPL Enterprise, The Prudential Insurance Company of America, and State Bank. Deerfield advises individuals, retirement plan sponsors, trusts, estates, and corporate clients by combining investment management, financial planning, and consulting. The firm manages approximately $1.176 billion in assets across roughly 310 clients, using a diversified, modified passive investment approach through multiple models and monthly portfolio reviews.

Jack Boston is a CFP® and holds a Series 65 license with one year of industry experience. He has been with Wetzel Investment Advisors d/b/a Bookends Financial Planning since 2023. Bookends Financial Planning provides discretionary portfolio management, financial planning, and access to wrap-fee and separately managed account programs for individuals, high-net-worth clients, retirement plans, and corporations. The firm uses a blend of fundamental, technical, quantitative, and qualitative analysis with customizable model allocations and employs options strategies and third-party managers, serving approximately 520 clients across five offices.

Aidan Finet is a CFP® professional with eight years of experience at Deerfield Financial Advisors. Prior to joining Deerfield, he worked at Kilroy's on Kirkwood and Galecki Financial Management, Inc., and has a background that includes time at Indiana University. Deerfield provides wealth management, investment management, financial planning, and retirement-plan services to individuals, plan sponsors, trusts, and other private clients. The firm manages approximately $958.7 million in client assets and employs a modified passive management style focused on diversified, asset-class portfolios using low-cost funds and periodic rebalancing.

Timothy Ginn is a CFP® with 25 years of industry experience and is currently with MBIA Capital Advisors in Indianapolis, IN. He has worked at Valeo Financial Advisors, LLC since 2007. MBIA Capital Advisors provides fee-based investment management and financial planning to individuals, trusts, foundations, and retirement accounts. The firm emphasizes fundamental analysis with a focus on dividend growth and fixed-income, and integrates tax planning and insurance services through its affiliation with certified public accounting firms.

John Hillman is a financial advisor at Strive Financial Group, LLC in Carmel, IN, holding a Series 65 designation with one year of industry experience. Prior to joining the firm, he was a full-time student for ten years. Outside of advisory services, he is also licensed as an insurance agent. Strive Financial Group, LLC, founded in 2024, provides discretionary asset management, financial planning, and ERISA retirement-plan services to individual, high-net-worth clients, and qualified retirement plans. The firm employs a combination of quantitative and qualitative analysis across various investment strategies and conducts regular portfolio reviews including rebalancing and tax-loss harvesting.

Bruce Hubbell is a financial advisor with LJI Wealth Management, LLC in Indianapolis, IN, holding a Series 65 designation and 24 years of industry experience. He has been with LJI Wealth Management since 2015. LJI Wealth Management serves individuals, charitable organizations, corporations, and retirement plans, offering wealth management that integrates investment management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies tailored to clients’ objectives and risk profiles, utilizing fundamental, quantitative, and technical analysis.

Donna Dickinson is a financial advisor with Indie Asset Partners, LLC in Indianapolis, IN, holding a Series 65 designation and 11 years of industry experience. She has been with Indie Asset Partners since 2010. Outside of her advisory role, she is a member of Northside Vapor, LLC, a retail business specializing in electronic cigarettes and accessories. Indie Asset Partners provides financial planning, portfolio management, multi-family office, and retirement plan advisory services to individuals, high-net-worth clients, retirement plan fiduciaries, and private investment funds. The firm manages portfolios using a variety of instruments and offers access to alternative investments and multiple affiliated private funds, supported by a cross-disciplinary affiliation with a law firm.

Matthew Snyder is a financial advisor at Teeple Snyder Newsome Wealth & Tax Management with eight years of industry experience. He holds a Series 65 designation and has worked at Teeple Wealth Management since 2018, following roles at EHOB and State Farm Agency. Teeple Snyder Newsome Wealth & Tax Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business clients. The firm employs a goal-focused investment process centered on diversified, multi-asset portfolios with strategic allocation, regular rebalancing, and tactical tilts, while also offering integrated tax and accounting services through an affiliated practice.

Tabitha Williams is a financial advisor at Reify Wealth Advisors, Inc. in Indianapolis, IN, with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Worley Erhart-Graves Financial Advisors, Inc., The Just Company, and Triad Advisors, Inc. prior to joining Reify Wealth Advisors. Reify Wealth Advisors manages approximately $445 million in client assets, providing investment management, financial planning, tax preparation, and administrative services to individuals, high-net-worth clients, trusts, estates, and corporate entities. The firm follows a buy-and-hold investment approach with non-discretionary account management, requiring client approval for portfolio changes and proxy voting.

Evan Teeple is a financial advisor at Teeple Snyder Newsome Wealth & Tax Management in Brownsburg, IN. He holds a Series 65 designation and has been with the firm since 2025. Prior to his current role, Evan worked briefly at Smoothie King and Goodwill. Teeple Snyder Newsome Wealth & Tax Management serves individuals, pension and profit-sharing plans, and business entities by providing asset management, financial planning, ERISA plan services, and tax preparation. The firm emphasizes a goal-focused investment process and manages most client relationships on a non-discretionary basis, offering affiliated accounting and tax services alongside portfolio management.

Jeffrey Cheesman is a financial advisor with Capital Cities Investments in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Capital Cities Investments since 2012 and is also involved with Westwood Capital Partners and its related wine business. Additionally, he serves as a director member of the advisory board for the Northeast region of Old National Bank. Capital Cities Investments serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employee benefit plans with discretionary portfolio management, modular financial planning, and pension consulting. The firm emphasizes asset-allocation modeling combined with active and passive manager implementation, employing mutual funds, ETFs, and third-party platforms for portfolio management and rebalancing.

Bradley Cougill is a CFP® with 26 years of industry experience and has been with Deerfield Financial Advisors, Inc. since 2009. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Mr. Cougill manages farming activities through a family LLC located at his residence. Deerfield provides wealth management, investment management, financial planning, and retirement-plan services to individuals, plan sponsors, trusts, and other private clients. The firm employs a diversified, asset-class-focused investment approach with a modified passive management style, utilizing low-cost funds and periodic rebalancing.

William Mauger is a financial advisor at Capital Cities Investments with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capital Cities in various roles since 1995, including a six-year tenure at Limestone Capital Preservation Fund and Limestone Capital Advisers. Capital Cities Investments serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm provides portfolio management, financial planning, and pension consulting, using a combination of active and passive strategies with disciplined rebalancing and customized investment recommendations.

Robert Curry is a CFP® and holds a Series 65 designation with 20 years of industry experience. He has been affiliated with ARGI Investment Services since 2012. He is based in Indianapolis, IN and is part of the five-advisor team at Curry Webb Wealth Management LLC. Curry Webb Wealth Management provides customized financial planning and discretionary investment management primarily to individual investors and trusts. The firm emphasizes diversified asset allocation using mutual funds and ETFs, with an Investment Committee that meets biweekly to review positions and ideas.

Charles Pilecki is a financial advisor with Charter Advisory Corporation in Indianapolis, IN, holding a Series 63 designation and 35 years of industry experience. He has worked at Charter Advisory Corporation since 1992 and has been affiliated with LPL Financial LLC since 2009. In addition to his advisory work, he is involved in insurance sales through Valley Insurance Agency. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals and various types of institutional clients. The firm manages approximately $366 million in assets, employing a multi-advisor team approach that includes both discretionary and non-discretionary portfolio management often utilizing model portfolios and third-party managers.