Randi Bellner is a financial advisor at Gryphon Financial Partners with two years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at U.S. Bancorp Investments and U.S. Bank. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm employs an active, diversified “total portfolio” approach and offers both discretionary investment management and consulting, serving a broad client base including high-net-worth and non-HNW clients.

John Crawford is a financial advisor with Intrepid Financial Planning Group, LLC in Carmel, IN, holding 26 years of industry experience. He has been with Intrepid Financial Planning Group since 2000. Intrepid Financial Planning Group provides discretionary, fee-based investment management to a diverse range of clients including individuals, families, business entities, trusts, estates, pension and profit-sharing plans, and charitable trusts. The firm employs a strategic asset allocation approach grounded in Modern Portfolio Theory, emphasizing diversification, tax efficiency, and cost control while managing approximately $355 million in client assets.

Brian Hamel is a CFP® professional with 34 years of industry experience. He is currently with RetireMitten Financial LLC, where he has worked since 2025, and previously spent 12 years with Schwab Wealth Advisory and Charles Schwab. Outside of his advisory work, Hamel is a principal of Blueforce Investors, LLC, a firm engaged in income-producing real estate investments. RetireMitten Financial LLC serves individual and high-net-worth clients, trusts, corporations, and multi-generational families by providing discretionary investment management and written financial planning services. The firm’s investment approach emphasizes passive portfolio construction using stocks and ETFs, guided by client-specific investment policies and periodic reviews.

David West is a CFA® charterholder and the sole advisor at West Advisors, Inc. in Fishers, Indiana, with 14 years of experience in the financial industry. He has been with West Advisors since 2005. West Advisors serves individuals, high-net-worth clients, trusts, retirement plans, and tax-exempt organizations by providing financial consulting, investment management, and select non-advisory services. The firm employs a fiduciary approach, using Modern Portfolio Theory-based asset allocation with tax-sensitive strategies and a mix of passive and active investments, and conducts regular account reviews with written client reports.

Richard Cooke is a CFP® professional with 10 years of experience in financial advising. He currently works at Abundo Wealth and has held prior roles at 2Point0 Financial, Vincere Wealth Management, Edward Jones, and Fidelity. Outside of his advisory career, he operates a travel agency where he assists clients in booking travel and providing customer support. Abundo Wealth offers comprehensive financial planning and non-discretionary investment advisory services primarily to individual clients, emphasizing passive, low-cost index fund investments and client-controlled trading decisions. The firm operates across 11 offices and structures fees on a subscription basis rather than asset percentages.

James Case is a financial advisor at Global Assets Advisory, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience spanning private equity and roles at firms such as Alacrity and J.P. Morgan Securities Inc. He currently maintains a private equity business alongside his advisory work. Global Assets Advisory, LLC is an SEC-registered adviser serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million through a team of eight advisors and offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory services, and consulting.

Chad Bailey is a financial advisor at Intrepid Financial Planning Group, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with the firm since 2010. Intrepid Financial Planning Group provides discretionary, fee-based investment management to a diverse client base including individuals, families, business entities, trusts, estates, pension and profit-sharing plans, and charitable trusts. The firm’s investment approach focuses on strategic asset allocation, diversification, tax efficiency, and cost control, offering customized portfolios managed on a discretionary basis.

Edward Lux is a financial advisor at Parkwoods Wealth Partners, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Shoreline Asset Management, LLC, Engineered Facades, and Sullivan Commercial Supply, LLC. Outside of his advisory role, he is a member of an LLC that owns a retail store, from which he receives rental income through a triple net lease arrangement. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations, providing investment management, retirement plan consulting, and financial planning. The firm employs a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations mainly through mutual funds, ETFs, and fixed-income ladders.

Tammy Marrs is a Series 65 licensed advisor with 13 years of industry experience, currently with Forum Private Client Group since 2012. She holds a life and accident health insurance license and serves as President of the Board of Directors for Emergency Family Homeless Shelter. Forum Private Client Group offers wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts, utilizing customized planning combined with quantitative and technical analysis across various investment vehicles.

Matthew Bates is a CFP® and holds a Series 66 license with 18 years of industry experience. He is currently with Four Quadrant Wealth Advisors, Inc. and has prior experience at PFS Investments Inc., Primerica Financial Services, Advised Assets Group, LLC, and Gwfs Equities, Inc. He was also involved with Link to Learn Behavior Therapy from 2022 to 2024. Four Quadrant Wealth Advisors serves individual and high-net-worth clients as well as professional partnerships, corporations, and medical and dental practices. The firm provides personalized financial planning and discretionary portfolio management, tailoring advice to client objectives and risk tolerance using various analytical methods and a diversified range of investment instruments.

Tyler Needler is a financial advisor at Wealth Advisory Solutions, LLC with 17 years of industry experience. He holds the Series 66 designation and has been with Wealth Advisory Solutions since 2017, previously working at Canterbury Investment Management from 2016 to 2019. Wealth Advisory Solutions, LLC provides financial planning, investment consulting, and asset management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a tailored approach that includes written financial plans and Investment Policy Statements, implementing strategies through strategic and tactical asset allocation with a blend of fundamental and technical analysis.

Chase Mitchell is a Series 65 licensed financial advisor with Intrepid Financial Planning Group, LLC in Carmel, Indiana. He has one year of experience in the financial industry. Prior to joining Intrepid, he held various roles in retail and education sectors, including positions at Costco Wholesale and Ivy Tech State College, and was involved with Hickeys Shaved Ice. Intrepid Financial Planning Group, LLC provides discretionary, fee-based investment management to a diverse client base including individuals, families, trusts, and pension plans. The firm emphasizes strategic asset allocation and diversification while managing approximately $355 million in client assets through customized portfolios.

Eve Smith is a financial advisor with Wealth Advisory Solutions, LLC in Zionsville, IN, holding a Series 65 designation and two years of experience. Her prior work includes roles at The Monument Circle Group, Milliman-Indianapolis Health, WTW, and multiple positions at Purdue University. Wealth Advisory Solutions, LLC offers financial planning, investment consulting, and asset management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a detailed fact-finding process to create customized financial plans and implements investment strategies through a combination of strategic and tactical asset allocation.

Andrew Snow is a financial advisor at Forum Private Client Group with one year of industry experience. He holds a Series 65 designation and previously worked at FORUM Solutions Group, LLC, dba SafisLife Advisors, and Forum Credit Union. Prior to his financial career, he held positions at Hawthorns Country Club and Indianapolis Motor Speedway. Forum Private Client Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts. The firm offers customized planning integrated with portfolio construction utilizing mutual funds, ETFs, individual securities, and third-party sub-advisers, employing quantitative and technical analysis to manage client assets.

Matthew Mohlman is a financial advisor at Monument Advisers with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Oxford Financial Group, Ltd., Astor Investment Management LLC, and B. Riley Wealth Advisors, Inc. Mohlman also serves as the Executive Director of Monument Charitable, a donor advised fund, and as President of Monument Ventures, a holding company. Monument Advisers is a fee-only investment advisory firm serving individuals, charitable organizations, pooled investment vehicles, and businesses. The firm utilizes a combination of modern portfolio theory, fundamental and macroeconomic analysis, and both passive and active strategies to tailor investment approaches to client goals and risk tolerances.

Benjamen Banks is a CFP® professional with 18 years of industry experience, currently serving at Forum Private Client Group since 2007. He also has a longstanding affiliation with Forum Credit Union. Banks is a board member of the Financial Planning Association of Greater Indiana, a nonprofit organization for financial advisors. Forum Private Client Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts. The firm combines customized financial planning with portfolio construction using mutual funds, ETFs, individual securities, and third-party sub-advisers.

Joseph Cavazos is a financial advisor at Storen Financial with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab and LPL Financial. Cavazos is involved with Simplicity Investments in a registered representative capacity. Storen Legacy Partners, LLC is a multi-advisor registered investment adviser managing approximately $438 million for individuals, trusts, retirement plans, and corporate clients. The firm employs a blend of fundamental and technical analysis alongside modern portfolio theory, using a range of investment strategies from ETFs to alternatives, with active portfolio monitoring and rebalancing.

Clinton Bucher is a financial advisor at Monon Wealth Management with 30 years of industry experience. He holds a Series 63 designation and has worked previously at Hutchens & Kramer Investment Management Group, Kestra Financial Services, and Legacy Advisors LLC. Outside of advisory work, he serves as Treasurer and investor for Frye Fabrication, Inc., a business owned by his son-in-law. Monon Wealth Management is an SEC-registered advisory team managing approximately $547 million for individuals, trusts, estates, businesses, and employer retirement plans. The firm provides comprehensive wealth management services, combining investment management, financial planning, and retirement plan advisory, utilizing model portfolios with a long-term orientation alongside tactical adjustments.

Rick Davis is a financial advisor with Wealth Advisory Solutions, LLC in Zionsville, IN, holding a Series 65 designation and six years of industry experience. He previously worked at Henriott Group for 17 years and is the founder and President of Q4 Advisors, a firm specializing in insurance-based products. In addition to his advisory roles, Davis is the founder and president of Stridz, LLC, a personal finance app aimed at educating young adults, and serves as a continuing lecturer on Entrepreneurship and Innovation at Purdue University. Wealth Advisory Solutions provides financial planning, investment consulting, and asset management to individuals, retirement plans, trusts, charitable organizations, and businesses, employing a strategic and tactical asset allocation approach with both discretionary and non-discretionary management.

Steven Smith is a financial advisor with Wealth Advisory Solutions, LLC in Zionsville, IN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Citigroup Global Markets, and UBS Financial Services. Outside of advisory work, he co-owns a business that buys and sells historic cars and manages a timber-growing enterprise with his spouse. Wealth Advisory Solutions, LLC provides financial planning, investment consulting, and asset management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a personalized process incorporating strategic and tactical asset allocation and serves both discretionary and non-discretionary accounts.