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.

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® with 10 years of industry experience. He currently serves as a financial advisor at Abundo Wealth and has previously worked at firms including 2Point0 Financial, Vincere Wealth Management, Edward Jones, and Fidelity. Outside of finance, he operates a travel agency assisting clients with booking and support. Abundo Wealth provides comprehensive financial planning and non-discretionary investment advisory services to individual clients through a client portal, focusing on topics such as cash flow, retirement, and estate planning. The firm employs a passive, low-cost index fund investment approach and structures its advisory services on a subscription basis without requiring asset minimums.

James Case is a financial advisor with Global Assets Advisory, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. He has been involved in private equity through his own firm since 2014 and previously worked at Alacrity for 16 years. Global Assets Advisory, LLC is an SEC-registered adviser managing approximately $552 million and serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm offers customized portfolio management through a long-term investment approach and utilizes both internal and third-party asset managers.

Jordan Davan is a CFP® professional with 12 years of industry experience. He has worked at Charles Schwab & Co., Inc. for 12 years before joining Monon Wealth Management, where he is part of a seven-advisor team. In addition to his advisory work, he is a licensed insurance agent involved in insurance sales and implementation. Monon Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing wealth management, investment management, financial planning, and retirement-plan advisory services. The firm utilizes model portfolios aligned with client risk tolerance and combines fundamental, technical, and charting analysis while maintaining flexibility for portfolio adjustments.

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 has previously worked at Shoreline Asset Management, Engineered Facades, and Sullivan Commercial Supply. Outside of his advisory role, he is a member of an LLC that owns a retail store and receives rental income through a triple net lease arrangement. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations by providing investment management, retirement plan consulting, financial planning, and employee financial-wellness services. The firm employs a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations primarily 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.

John Hutchens is a financial advisor with Monon Wealth Management in Carmel, Indiana, holding a CFP® designation and Series 63 and 65 licenses. He has 24 years of industry experience, including roles at Purshe Kaplan Sterling Investments and Wells Fargo Advisors Financial Network. Hutchens is also a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. Monon Wealth Management offers wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a risk-tolerance questionnaire to map clients to model portfolios and employs a combination of fundamental, technical, and charting analysis in its investment approach.

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.

Stephanie Wilson is a CFP® professional with 19 years of industry experience, currently serving at Monon Wealth Management. Her prior roles include positions at Purshe Kaplan Sterling Investments, Hutchens & Kramer Investment Management Group, and Wells Fargo Advisors Financial Network. She is also a licensed insurance agent and an Indiana notary public, providing insurance services and notary services to clients. Monon Wealth Management offers wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a risk-tolerance questionnaire to map clients to model portfolios, combining fundamental, technical, and charting analysis with internal due diligence and oversight of unaffiliated independent managers.

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 66 and Series 65 licenses and previously worked at Oxford Financial Group, Ltd. He is also the Executive Director of Monument Charitable, a donor-advised fund, and President of Monument Ventures, a holding company. Monument Advisers is a fee-only investment adviser serving individuals, charitable organizations, pooled investment vehicles, and businesses with portfolio management, financial planning, and coordination with third-party professionals. The firm employs a combination of modern portfolio theory, fundamental and macroeconomic analysis, and both passive and active strategies, offering tailored asset allocations and accommodating client preferences including socially conscious and Biblically Responsible Investing options.

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 with Storen Financial in Zionsville, IN, holding Series 65 and Series 63 licenses and five years of industry experience. His career includes positions at LPL Financial, Charles Schwab, and Brass Tax Wealth Management, operating under the Storen Financial brand. Storen Legacy Partners, LLC is a multi-advisor registered investment adviser managing approximately $438 million for individuals, trusts, estates, retirement plans, and corporate clients. The firm combines fundamental and technical analysis with modern portfolio theory, employing a range of strategies from ETFs and mutual funds to alternatives and digital assets, while actively monitoring and rebalancing portfolios.

Clinton Bucher is a financial advisor at Monon Wealth Management with 30 years of industry experience. He holds the Series 63 designation and has worked at firms including Hutchens & Kramer Investment Management Group and Kestra Financial Services. Outside of his advisory role, Bucher is a licensed insurance agent and serves as treasurer and investor in Frye Fabrication, Inc., a business associated with his son-in-law. Monon Wealth Management is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and retirement plans. The firm combines fundamental, technical, and charting analysis to develop model portfolios, emphasizing long-term strategies while adjusting for client needs and market conditions.