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.

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 worked with Primerica Financial Services and Primerica Advisors. Outside of financial services, he is the managing member and owner of Lapel's Ice Cream Plus, LLC. Brightstone Advisors serves individual and high-net-worth clients, providing portfolio management, family office services, and financial planning. The firm emphasizes long-term, diversified investment strategies with tax-aware management and integrates accounting and tax services through an affiliated CPA practice.

Kimberly Custer is a financial advisor at Canterbury Investment Management, LLC with 12 years of industry experience. She holds Series 65 and Series 63 designations and has worked at Wealth Advisory Solutions, LLC since 2017. Canterbury Investment Management provides discretionary portfolio management and financial planning to individuals, select corporations, and certain investment company clients. The firm uses a market-state “Thermostat” model combining technical, quantitative, and qualitative analysis to guide allocation changes, primarily through ETFs and mutual funds.

Steven Bucksot is a financial advisor with Cornerstone Advisory, LLC, holding a Series 63 license and over 37 years of industry experience. He has worked at Cornerstone Financial Services, Inc. since 1998 and has been a CPA and CFP since 1992. Bucksot serves on the Board of Directors for Bosma Industries for the Blind, a nonprofit organization, where he holds the position of Treasurer on a voluntary basis. Cornerstone Advisory serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs a combination of fundamental and technical analysis along with asset allocation and Modern Portfolio Theory to construct portfolios, offering both discretionary and non-discretionary investment 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.

Thomas Steinmetz is a CFP® professional with 18 years of industry experience, currently serving at Capstone Wealth Advisors, Inc. in Indianapolis, IN, where he has worked since 2007. He is part of a four-advisor team at the firm. Capstone Wealth Advisors is a privately owned advisory firm serving individuals, families, high-net-worth clients, and sponsored retirement plans. The firm combines personal financial planning and discretionary portfolio management with retirement-plan consulting and business advisory services, utilizing a process that includes tax and cash flow analysis to guide asset allocation across mutual funds, ETFs, and separately managed accounts.

Thomas Hardin is a Certified Financial Planner® with 27 years of industry experience. He has been with Canterbury Financial Group, LLC since 2003. Hardin holds Series 63 and Series 65 licenses. Canterbury Investment Management, LLC provides discretionary portfolio management and financial planning to individual and corporate clients, including high-net-worth individuals. The firm manages an affiliated mutual fund and offers sub-advisory services to other registered investment advisers, using a market-state approach to guide allocation changes through its Canterbury Portfolio Thermostat ETF Strategy.

Matthew Reynolds is a financial advisor at TruEdge Asset Management LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Quincy Wells Capital, Peak Brokerage Services, and Blackridge Asset Management. Outside of his advisory role, Reynolds is president and partner of Financial Services Holding, LLC, and provides consulting services to financial services and tax firms through Bristal Lane Group. TruEdge Asset Management primarily serves registered investment advisors and institutional clients via a turnkey asset management platform, offering trading, operational support, reporting, and a diverse model marketplace. The firm also provides discretionary investment advice to pooled investment vehicles sponsored by its affiliate, truEdge Capital.

Mark Cade is a CFP® with 42 years of industry experience, currently serving as President and Advisor at CADE Group, Inc. since 1997. He has a long tenure with Raymond James Financial Services dating back to 2003 and has been involved in employee benefits through Cade & Lee since 2010. CADE Group, Inc. provides advisory services to individuals, pension and profit-sharing plans, and institutional clients, offering financial planning, portfolio management through wrap programs, and retirement consulting. The firm employs a variety of analytical methods to tailor portfolios and delivers investment management primarily via subadvisory arrangements with Raymond James & Associates.

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.

Ishaan Sandhir is a financial advisor at Eagle Investors LLC with a Series 65 designation and two years of industry experience. He has held roles at Envision Capital Management Group and Eagle Investors LLC since 2018. Outside of advisory work, Sandhir is involved in technology development as Principal Engineer and owner of Forgelab Innovations, LLC, and serves as Executive Managing Partner of Eagle Horizon Ventures LLC, a venture incubator. He is also founder and president of Summit Impact Trust, a nonprofit focused on social impact investments and philanthropic grantmaking. Eagle Investors LLC serves individual clients through a fee-based subscription platform and one-time online advising sessions, providing personalized, non-discretionary financial advice and impersonal trade recommendations. The firm emphasizes active trading education and short-term strategies, delivering real-time trade alerts and technical analysis via a Discord platform that includes AI-generated insights.

James Humphries is a financial advisor at Mindset Wealth Management, LLC in Indianapolis, IN, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Salzinger Sheaff Brock, LLC and Innovative Portfolios. Mindset Wealth Management is a team of four advisors managing approximately $323 million for individuals, high-net-worth clients, trusts, estates, and institutional investors. The firm uses a combination of fundamental, technical, and charting analysis alongside Modern Portfolio Theory and tactical asset allocation, implementing options and margin strategies directly within discretionary accounts.

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.

Matthew Landini is a CFP® professional with 14 years of industry experience, currently serving at Genuine Wealth Advisors, LLC in Indianapolis, IN. He has operated as a sole proprietor and managed Genuine Wealth Management, LLC since 2015. Genuine Wealth Advisors provides discretionary and non-discretionary asset management and financial planning services to individual and high-net-worth clients, managing approximately $69 million across 54 client relationships. The firm customizes investment programs based on client goals and risk tolerance, employing a range of strategies including fundamental and technical analysis, options writing, and tax-aware reviews.

Christopher Norwood is a CFA® charterholder with 16 years of industry experience and serves as the principal of Norwood Economics, Inc. He has been an adjunct professor of economics at Butler University since 2016 and began coaching girls high school softball at North Central High School in 2024. His career also includes six years of service with Warren Township. Norwood Economics provides discretionary portfolio management and financial planning for individual and institutional clients, employing an actively managed, multi-asset class approach with a value-oriented, bottom-up equity process and tactical asset-class tilts based on valuation and risk/reward assessments. The firm distributes a weekly market newsletter, conducts educational seminars and webinars, and offers financial planning as a no-cost component of portfolio management.

David Mcgill is a financial advisor with Comprehensive Financial Consultants in Cicero, Indiana, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes roles at Parkland Securities, LLC and Sigma Planning Corporation. Outside of advising, he serves as Director of Aviation for Central Indiana Aviation Mission, which provides medical and disaster-related air transportation. Comprehensive Financial Consultants serves individuals, corporations, charities, and retirement plans, offering tailored financial planning and discretionary portfolio management based on client goals and risk tolerance. The firm employs strategies such as asset allocation and technical analysis and provides ongoing account monitoring and rebalancing.

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.

Teresa Barthuly is a financial advisor at Capstone Wealth Advisors, Inc. in Indianapolis, IN, holding a Series 65 designation with four years of industry experience. She has been with Capstone Wealth Advisors since 2021. Capstone Wealth Advisors is a privately owned firm serving individuals, families, high-net-worth clients, and sponsored retirement plans. The firm offers personal financial planning, discretionary portfolio management, retirement-plan consulting, and business advisory services, utilizing a process that reviews tax returns, cash flow, net worth, and risk tolerance to recommend diversified asset allocations.