Kathleen Hartman is a CFP® and CFA® charterholder with 24 years of industry experience. She has been with Greenleaf Financial Group since 2006. Greenleaf Financial Group is a fee-only firm serving individuals, families, trusts, small businesses, and not-for-profit institutions. The firm emphasizes asset allocation and fundamental long-term investment strategies, managing approximately $156.2 million for about 118 clients.

Jared Johnson is a financial advisor with Genuine Wealth Advisors, LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior work includes roles at Advice and Planning Services, TIAA-Cref Individual & Institutional Services, and Genuine Wealth Management, LLC. Outside of advising, he is also employed as a sales specialist at Cisco Systems. Genuine Wealth Advisors provides discretionary and non-discretionary asset management and financial planning to individual and high-net-worth clients. The firm customizes investment programs based on client goals and risk tolerance, using a combination of fundamental and technical analysis, trading strategies, and tax-aware reviews.

Ryan Fuhrmann is the principal of Fuhrmann Capital in Indianapolis, IN, and holds the CFA® designation with 16 years of industry experience. He has led Fuhrmann Capital since 2007. Outside of his advisory role, he operates a boutique gift basket website in Carmel, Indiana. Fuhrmann Capital provides discretionary and limited non-discretionary investment management and integrated financial planning to individuals, high-net-worth clients, trusts, corporations, and pension plans. The firm employs a tax-aware, long-term buy-and-hold investment strategy focused on U.S. equities with a bottoms-up, intrinsic-value approach and manages approximately $56 million in discretionary assets.

Douglas Purdy is a financial advisor at MackHouse Capital with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with MackHouse Capital since 2015, having prior experience at Securities America Inc. since 2009. MackHouse Capital provides investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities on a fee-only basis. The firm employs an asset-allocation approach focused on market efficiency and diversification, managing approximately $5.4 million across discretionary accounts.

Stephanie West is a financial advisor at TruEdge Asset Management LLC with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms including Blue Diamond Securities of America and IGM Brokerage. In addition to her advisory role, she serves as a Senior Consultant with Bristal Lane Group, providing operational and compliance support for the financial services industry in Indianapolis. TruEdge Asset Management primarily serves registered investment advisors and institutional clients through a turnkey asset management platform, offering trading, operational support, reporting, and a model marketplace. The firm also provides discretionary investment advice to pooled investment vehicles and supports advisors managing over $3 billion in assets.

Nathan Kesling is a financial advisor at Crown Haven Wealth Management in Carmel, Indiana, holding a Series 65 license with six years of industry experience. He has worked at Crown Haven in various capacities since 2019 and previously held roles at Aegis Wealth Management and Indiana Farm Bureau Insurance. Kesling is also licensed as a life, accident, and health insurance agent. Crown Haven Wealth Management serves approximately 394 individual households by referring clients to third-party registered investment advisers rather than directly managing assets. The firm focuses on selecting and monitoring external investment managers to align with clients’ financial goals and risk profiles, combining advisory services with licensed insurance offerings.

Thomas Farrer is a financial advisor at Core Wealth Advisors with six years of industry experience. He previously worked at An Exceptional Life Financial, LLC and the Indiana Public Retirement System, and took a year for full-time education. He is also the founder of Summit Wealth Solutions, LLC, a tax preparation business serving existing clients on a seasonal basis. Core Wealth Advisors is an independent wealth management firm serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm uses a Modern Portfolio Theory-based investment approach with a focus on low-cost ETFs, mutual funds, and individual fixed income, managing approximately $143.8 million in discretionary assets.

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.

Nicholas Catlin is a CFP® with 18 years of industry experience, currently serving as an advisor at CBG & Company, Inc. since 2011. He holds Series 63 and Series 65 licenses. CBG & Company, Inc. advises individuals, high-net-worth clients, and retirement plans, managing approximately $252 million in discretionary assets. The firm offers portfolio management, financial planning, pension consulting, and specialized accounting and practice consulting services primarily for dental professionals.

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.

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.

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.

Dipen Mehta is a financial advisor at Helix Wealth with 10 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including INVST, Inc., Valor Capital Management, and Prosperity Capital Advisors. Outside of advising, he is involved in entrepreneurial ventures such as developing retirement planning tools through MyRetirementPlan.AI, Inc., and operates other non-investment businesses. Helix Wealth provides advisory services to individuals, high-net-worth families, business owners, trusts, estates, charitable organizations, and institutional clients. The firm offers comprehensive wealth management, multi-family office services, investment management, retirement and pension consulting, tax planning, estate support, and educational seminars, with an investment approach that integrates fundamental analysis, asset allocation, and modern portfolio theory.

Thomas Kopelman is a financial advisor at AllStreet Wealth with seven years of industry experience. He holds a Series 66 designation and has worked with firms including Thrivent Financial and Eli Lilly and Company. Kopelman is co-owner of AllStreet Academy LLC, an educational business that develops courses and templates for individuals and advisers. He also hosts a podcast and leads the advisor council for Wealth.com, an estate planning software company. AllStreet Wealth is an SEC-registered advisory serving individuals, high-net-worth clients, and business owners with comprehensive financial planning and discretionary investment management. The firm emphasizes long-term, passive, buy-and-hold portfolios anchored in asset allocation and Modern Portfolio Theory, offering tailored planning and investment solutions including business-owner succession and equity compensation considerations.