Ahmad Saltagi is a CFP®-certified financial advisor with seven years of experience at Zaki Financial LLC. In addition to his advisory role, he has worked as a physician at Indiana Internal Medicine for over two decades and holds a minority ownership in Compassion Hospice, LLC. He is also a licensed independent insurance agent. Zaki Financial serves individual, charitable, and corporate clients by providing discretionary portfolio management and comprehensive financial planning. The firm employs an active investment approach that combines fundamental analysis with technical and cyclical methods, tailoring portfolios to client objectives, tax considerations, and personal values.

Jacob Rich is a CFP® with nine years of industry experience, currently serving as a financial advisor at Capstone Wealth Advisors, Inc. in Indianapolis, Indiana, where he has worked since 2020. His prior experience includes roles at Bank of America, Merrill, and ADP. Outside of his advisory work, he is involved as an assistant cross country and track and field coach at Brebeuf Jesuit Preparatory School, a charitable educational organization. Capstone Wealth Advisors serves individuals, families, plan sponsors, and privately owned businesses, offering a range of financial planning, wealth advisory, and business consulting services. The firm integrates traditional wealth management with targeted business advisory work and employs a diversified investment approach using mutual funds, ETFs, separately managed accounts, and third-party model programs.

John Simmons is a financial advisor with Morris Group Advisory Service, Inc. in Indianapolis, Indiana. He holds a Series 63 designation and has 41 years of industry experience, including 38 years with Morris Group, Inc. Simmons is also licensed to sell life insurance. Morris Group Advisory Service, Inc. is an independent firm serving primarily individual clients with discretionary portfolio management and investment advice, emphasizing broadly held market securities and operating as a fiduciary.

Ronald Rich is a financial advisor with Capstone Wealth Advisors, Inc. in Indianapolis, Indiana, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Capstone Wealth Advisors, LLC since 2002. Capstone Wealth Advisors serves individuals, families, plan sponsors, and privately owned businesses, providing financial planning, wealth advisory, discretionary portfolio management, and business advisory services. The firm combines traditional wealth management with targeted business consulting, particularly for medical practices and private businesses, using a variety of investment platforms without proprietary product sales.

Nathan Stone is a CFP® professional at Delta Wealth Advisors LLC with two years of industry experience. Prior to joining the firm, he spent five years at Indiana University and four years at Lawrence North. Delta Wealth Advisors serves individual and business clients, including high-net-worth and accredited investors, providing discretionary portfolio management, financial planning, and business advisory services. The firm combines modern portfolio theory with fundamental, charting, and cyclical analysis, offering tailored allocations and private alternative investments to qualified clients.

Eric Welch is a financial advisor with Harbour Wealth Partners, Inc. and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including 26 years with LPL Financial and over 30 years with Harbour Wealth Partners. Harbour Wealth Partners provides financial planning, business advisory, and Personal CFO services to individuals, families, pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on a planning-centric, long-term approach, offering advice on a project or ongoing basis without discretionary portfolio management, allowing clients to implement recommendations through their chosen broker or advisor.

Bryan Weiss is a financial advisor with Marian Investor Coaching, Inc., holding a Series 65 credential and bringing 20 years of industry experience. His prior experience includes roles at Frank & Kraft Wealth Coaching, Inc., Marian Financial Partners, Inc., and Asset Preservation Alliance Inc. Outside of his advisory work, he serves as president of Asset Preservation Alliance Inc., an insurance agency. Marian Investor Coaching, Inc. provides investor coaching and co-advisory referral services, focusing on selecting and overseeing third-party money managers rather than direct portfolio management. The firm emphasizes investor education and advisory services, utilizing a funds-of-funds investment approach through the Matson Fund Platform.

Daniel Heinekamp is a CFP® professional with 13 years of industry experience. He has been with Heinekamp Financial Planning & Tax Service LLC since 2016 and also has an ongoing role at SCH Enterprises since 2012. Heinekamp Financial Planning & Tax Service primarily serves individual clients as well as small businesses and exempt organizations, offering comprehensive financial planning, investment management, retirement and estate planning, insurance analysis, and year-round tax preparation. The firm uses classic financial-planning models and basic asset allocation tailored to client-specific factors, integrating tax analysis into its advisory services.

Julian Strickland is a CFP® professional with two years of experience in financial advisory roles, currently serving at Genesis Advisors, LLC. Prior to joining Genesis Advisors, he worked at Wacker Wealth Partners and has professional experience including employment with the Indianapolis Fire Department as a firefighter and emergency medical technician. Genesis Advisors LLC provides investment management, financial planning, and employer-sponsored plan consulting for a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm manages about $121 million and employs a passive investment approach utilizing index mutual funds and ETFs alongside fundamental analysis.

Tyler Winkleman is a financial advisor at Catalyze Wealth Management in Carmel, IN, holding a Series 65 credential with seven years of industry experience. He also owns and operates The Law Office of Tyler J. Winkleman, providing legal services to small businesses and families. Additionally, he serves as Assistant Counsel at DFAS. Catalyze, LLC offers discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and businesses. The firm integrates investment advisory services with legal and accounting-related offerings, including in-house tax preparation, bookkeeping, and payroll, while emphasizing systematic risk management and a multi-faceted investment approach.

Stephen Zimmerman is the sole advisor at Fuhrmann Capital in Indianapolis, IN, holding Series 63 and Series 65 designations with 27 years of industry experience. He has led Fuhrmann Capital since 2012. Outside of his advisory role, he is involved in consulting and appraising for art-related business activities. Fuhrmann Capital provides discretionary and limited non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, corporations, and pension plans. The firm employs a tax-aware, long-term buy-and-hold strategy focused on U.S. equities and fixed income, emphasizing low portfolio turnover and tailored client recommendations without a stated account minimum.

Logan Benham is a financial advisor at Benham Advisory Group in Greenwood, IN, with seven years of industry experience. He holds a Series 65 credential and has worked at Integrity Wealth Solutions and Benham Advisory Group since 2018. Outside of advising, he is involved in tax preparation and administrative support through the firm’s affiliated business. Benham Advisory Group provides discretionary asset management and financial planning to both high-net-worth and non-high-net-worth individual investors. The firm employs rules-based models incorporating economic, fundamental, technical, and quantitative analysis, managing approximately $94.4 million across 345 client relationships.

Mark Idzik is a financial advisor at Nearside Advisors, LLC with nine years of industry experience. He previously worked at Holistic Financial Partners, LLC and TCC, Inc. He holds a Series 65 designation. Outside of his advisory role, he serves as treasurer for the Central Indiana Association of Collaborative Professionals, managing the organization's financial records. Nearside Advisors, LLC provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. The firm primarily employs a passive investment approach using index mutual funds and ETFs, integrating financial planning across various client needs.

Timothy Luker is a financial advisor at Brightstone Advisors LLP with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously been affiliated with Primerica Financial Services and Primerica Advisors. Outside of his financial career, he is the managing member and owner of Lapel's Ice Cream Plus, LLC. Brightstone Advisors serves individual and high-net-worth clients, offering portfolio management, family office services, and financial planning. The firm employs a long-term, diversified investment approach and integrates tax services through an affiliated registered public accounting practice.

Joseph Ray is a financial advisor at Marian Investor Coaching, Inc. in Greenwood, IN, holding a Series 65 designation with 12 years of industry experience. He has been with Marian Financial Partners, Inc. since 2013 and also works as an actuarial analyst at WellPoint, Inc. outside of his advisory role. Marian Investor Coaching, Inc. provides investor coaching primarily to individual investors and related entities, operating through a co-advisor model by referring clients to Matson Money, Inc. The firm focuses on adviser selection and oversight, offering Portfolio MRI reports and fee-for-service educational engagements rather than directly managing client assets.

Kimberly Custer is a financial advisor at Canterbury Investment Management, LLC with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Canterbury Investment Management since 2003, also working with Wealth Advisory Solutions, LLC since 2017. Canterbury Investment Management provides discretionary portfolio management and financial planning to individuals, select corporations, and investment company clients. The firm uses a market-state “Thermostat” model combining trend analysis and volatility measures to inform allocation decisions, often implemented through ETFs and mutual funds, while offering sub-advisory services and managing an affiliated mutual fund.

Ricky Ormes is a financial advisor at Marian Investor Coaching, Inc. based in Indianapolis, IN, with 15 years of industry experience. He holds a Series 65 designation and has been associated with The Sintz Group since 2007, where he is involved in insurance advisory services for property and casualty, life, and business insurance. Marian Investor Coaching, Inc. provides investor coaching primarily to individual investors and related entities through a referral and co-advisor model, partnering with Matson Money, Inc. The firm focuses on adviser selection, oversight, and educational services, offering one-time Portfolio MRI reports and hourly coaching engagements rather than direct portfolio management.

Jonathan Harrier is a CFP® professional with 16 years of industry experience. He has worked at CFG Wealth Management Services Inc since 2002 and holds Series 63 and Series 65 licenses. CFG Wealth Management Services provides advisory services to individuals, including high-net-worth clients, pension and profit-sharing plans, and businesses. The firm offers customized investment management, financial planning, and consulting, with a focus on client communication and educational support.

David Hobbs is a CFP® professional with 18 years of industry experience and currently leads Hobbs Wealth Management, LLC since 2022. His prior experience includes roles at Wealth Advisory Solutions, Charter Advisory Corporation, Linsco Private Ledger, and LPL Financial. In addition to advisory services, he provides term insurance for existing clients outside of his RIA activities. Hobbs Wealth Management is an SEC-registered investment adviser managing approximately $146.7 million in discretionary assets. The firm serves individuals, pension and profit-sharing plans, and corporate entities, employing a combination of fundamental analysis, modern portfolio theory, and quantitative methods to develop customized investment policies and asset allocations.

Jay Lerman is a financial advisor at Progress Alliance Investment Services with 20 years of industry experience. He holds the Series 65 designation and has worked at Lerman Financial Group, Inc. since 2003 and First Allied Advisory Services from 2010 to 2017. He serves as a director for the Society of Financial Services Professionals, a nonprofit organization. Progress Alliance Investment Services provides portfolio management, financial planning, and investment consulting primarily for individual clients, pension plans, and small entities. The firm offers discretionary active and passive management, third-party manager selection, and both wrap and non-wrap account programs, operating a small practice model combined with insurance business activities.