Jeanette Mccormick is a financial advisor with Williamson Legacy Group, LLC in Carmel, IN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Axxcess Wealth Management. She serves as chapter treasurer for the charitable organization Tri Kappa. Williamson Legacy Group offers personalized financial planning and investment advisory services to individuals, families, trusts, estates, and qualified retirement plans. The firm employs both fundamental and technical analysis to develop customized portfolio strategies and manages approximately $183 million in discretionary assets across a team of five advisors.

Thomas Adamczyk is a financial advisor with Intrepid Financial Planning Group, LLC in Carmel, IN, holding a Series 63 designation and 25 years of industry experience. He has worked at Intrepid Financial Planning since 2000 and concurrently operates Adamczyk & France CPA, P.C. since 1987. Intrepid Financial Planning Group provides discretionary, fee-based investment management to a diverse client base including individuals, families, trusts, and pension plans. The firm employs a strategic asset allocation approach incorporating Modern Portfolio Theory principles, emphasizing diversification, tax efficiency, and cost control, while managing about $355 million in client assets.

Philip Byers Jr. is a financial advisor with Gimbal Financial, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Citigroup Global Markets, Morgan Stanley, and Raymond James Financial. He is also the owner of Phil Byers, LLC, a non-investment-related support company. Gimbal Financial, a six-advisor team, manages discretionary wrap-fee accounts for individuals, trusts, estates, small businesses, and retirement plans. The firm uses diversified portfolios aligned with client objectives and conducts annual account reviews considering economic and market conditions.

Keith Tyner is a financial advisor with Gimbal Financial, LLC in Carmel, Indiana, holding a Series 63 license and over 40 years of industry experience. He has worked at Gimbal Financial since 2012 and previously spent 16 years with LPL Financial, LLC. In addition to his advisory role, Tyner is the author of the book *Financial Survivors*. Gimbal Financial serves individuals, trusts, estates, small businesses, retirement plans, and certain brokerage customers of Mutual Securities. The firm offers discretionary wrap-fee asset management, retirement plan consulting, and variable annuity consulting, using diversified allocations across multiple asset classes and conducting account reviews at least annually.

Stacy Phillips is a financial advisor at Four Quadrant Wealth Advisors, Inc. with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Sagepoint Financial, Inc. and WSI, Inc. dba Creative Planning Strategies. Four Quadrant Wealth Advisors serves individual and high-net-worth clients, as well as professional partnerships, corporations, and medical and dental practices, providing personalized financial planning and discretionary portfolio management. The firm tailors advice using a mix of analytical methods and implements diversified portfolios while offering ongoing account monitoring and specialized services for business entities and practice transition planning.

John Wildern is a CFP® professional with 25 years of industry experience. He is currently with Legacy Financial Advisors, Inc., where he has worked since 2024. His prior roles include positions at FORVIS Wealth Advisors, LLC, Inspire Investing, LLC, Fidelity Brokerage Services LLC, and NorthCoast Asset Management LLC, among others. Wildern also serves as president of LIFE Advisor Group, a business consulting firm. Legacy Financial Advisors is a multi-advisor team managing approximately $1.5 billion in client assets for about 1,000 clients. The firm serves individuals, families, closely held businesses, retirement plans, estates, trusts, and charitable organizations, offering financial planning, estate planning, risk management, and discretionary portfolio management with an emphasis on diversification and asset allocation across traditional and alternative investments.

Tiffany White is a CFP® at Halter Ferguson Financial Inc with 11 years of industry experience. She has been with Halter Ferguson Financial since 2007. Halter Ferguson Financial provides fee-only financial planning and discretionary portfolio management to a diverse range of clients, including individuals, families, small businesses, trusts, charitable organizations, and employer-sponsored plans. The firm’s investment approach is driven by fundamental analysis and client-specific investment policy statements, with specialized offerings such as a branded options strategy program and involvement in a privately offered fund.

Kal Owen is a financial advisor with Four Quadrant Wealth Advisors, Inc. in Carmel, IN, holding a Series 66 designation and six years of industry experience. Prior to joining Four Quadrant Wealth Advisors in 2021, he worked at several firms including First Command Advisory Services and PerMar Security. Owen also serves as a sergeant and production controller in the Indiana Army National Guard, a role he has held since 2010. Four Quadrant Wealth Advisors serves individual and high-net-worth clients as well as professional partnerships, corporations, and medical and dental practices. The firm offers personalized financial planning and discretionary portfolio management, using a variety of analytical methods and a range of securities to tailor advice to clients’ objectives and risk tolerance.

Hilary Hendershott is a CFP® and Series 65 credentialed advisor with 18 years of industry experience. She is the managing member and investment adviser representative at Hendershott Wealth Management, LLC, where she has worked since 2014. Hilary previously worked at Bhpr Equity Research Corp and operated Hilary Hendershott Financial, LLC. Hendershott Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $305.8 million in client assets. The firm provides primarily non-discretionary portfolio management, financial planning, and consulting services through a combination of firm model portfolios, third-party asset managers, and specialized programs such as Ignite Investing for smaller accounts.

Greg Haney is a financial advisor with Intrepid Financial Planning Group, LLC in Carmel, IN, holding a Series 63 designation and 26 years of industry experience. He has been with Intrepid Financial Planning since 1999 and also operates Haney CPA Group, a CPA firm based in Indianapolis, where he has worked for over 40 years. Additionally, he is the owner and CEO of H&G Inc., a holding company located in Indianapolis. Intrepid Financial Planning Group provides discretionary, fee-based investment management to a diverse client base including individuals, families, trusts, and pension plans. The firm employs a strategic asset allocation approach incorporating Modern Portfolio Theory principles, focusing on diversification, tax efficiency, and cost control, and manages approximately $355 million in client assets.

Douglas Shrieve is a financial advisor at Gimbal Financial, LLC with 27 years of industry experience. He holds Series 63 and 66 licenses and has worked previously at LPL Financial and A. G. Edwards & Sons. Outside of his advisory role, his firm sells a published book titled *Financial Survivors* authored by a colleague. Gimbal Financial serves individuals, trusts, estates, small businesses, retirement plans, and certain brokerage customers, offering discretionary asset management, retirement plan consulting, and variable annuity consulting. The firm manages wrap-fee accounts using diversified allocations and performs annual reviews, operating as a six-advisor team managing approximately $290 million across 380 clients.

Jason Smith is a financial advisor with Four Quadrant Wealth Advisors, Inc. in Carmel, IN. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 22 years with Four Quadrant Wealth Advisors. Outside of his advisory role, he is the CEO and owner of a dental practice consulting business and volunteers on the finance committee of a nonprofit organization. Four Quadrant Wealth Advisors is a seven-advisor team managing approximately $219 million in discretionary client assets. The firm serves individuals, including high-net-worth clients, as well as professional partnerships and business entities, employing a tailored investment approach that incorporates fundamental and technical analysis along with various asset strategies.

Matthew Smith is a financial advisor at Halter Ferguson Financial Inc with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Good Soil Investment Management, LLC and CMS Energy Corporation. He is a managing member of Good Soil Investment Management, LLC, an exempt reporting adviser. Halter Ferguson Financial Inc provides fee-only financial planning and discretionary portfolio management to individuals, families, small businesses, trusts, charitable organizations, and employer-sponsored plans. The firm focuses on fundamental analysis and client-specific investment policy statements, offers a branded options strategy program, and manages a privately offered fund while monitoring held-away accounts through a third-party platform.

Brent Emerick is a CFP® with 27 years of industry experience and currently serves at Harvest Investment Services, LLC. His prior experience includes roles at Wealth Advisory Solutions, LLC and Comprehensive Financial Planning Services Corp., where he worked for over three decades. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions. The firm offers discretionary portfolio management and financial planning through customized or model-based strategies, supporting clients with active tactical approaches and serving as an ERISA 3(38) investment manager when engaged.

Bryan Fawcett is a financial advisor at Four Quadrant Wealth Advisors, Inc. in Carmel, IN, holding a Series 65 designation with two years of industry experience. He previously worked at Thrivent Advisor Network, LLC dba PalomarWealth and Kershner Trading Group. Four Quadrant Wealth Advisors serves individual and high-net-worth clients, as well as professional partnerships, corporations, and medical and dental practices, providing personalized financial planning and discretionary portfolio management. The firm uses a variety of analytical methods to tailor advice to clients’ objectives and risk tolerance, managing portfolios with mutual funds, ETFs, equities, and fixed-income instruments.

Jenel Darland is a financial advisor with Halter Ferguson Financial Inc. holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to joining Halter Ferguson Financial, she worked at Mercer Global Advisors Inc., PwC, and Raymond James Financial Services. Halter Ferguson Financial Inc. offers fee-only financial planning and discretionary portfolio management to individuals, families, small businesses, trusts, charitable organizations, and employer-sponsored plans. The firm’s investment approach relies on fundamental analysis and client-specific investment policy statements, with a focus on diversified, intermediate-to-long-term strategies and a specialized program incorporating options strategies for select clients.

Michael Shrift is a financial advisor with Monument Advisers in Carmel, IN, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Aspire Health Indiana, MML Investors Services, LLC, MassMutual Life Insurance Company, and Community Health Network. Monument Advisers is a fee-only firm serving individuals, high-net-worth clients, charitable organizations, pooled vehicles, and corporate clients with discretionary and non-discretionary portfolio management. The firm uses asset-allocation principles and modern portfolio theory, combining passive and active funds with a long-term holding approach while offering values-based investing options such as socially responsible and Biblically Responsible Investing.

Bradford Ferguson is a CFA® charterholder and holds a Series 65 license with 20 years of experience in the financial industry. He has been with Halter Ferguson Financial Inc since 2005, where he works as part of a seven-advisor team based in Carmel, IN. Halter Ferguson Financial Inc provides fee-only financial planning and discretionary portfolio management to individuals, families, small businesses, trusts, charitable organizations, and employer-sponsored plans. The firm employs fundamental analysis guided by client-specific investment policy statements and offers a range of strategies including a branded program that utilizes concentrated positions and options strategies.

Raquel Schiavon is a financial advisor at Proxy Wealth Advisors LLC with a Series 65 designation and one year of industry experience. She previously worked as a self-employed professional and currently manages an English teaching program for non-English speakers at Internexus Indiana. Proxy Wealth Advisors LLC provides fee-based discretionary portfolio management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy and serves a diverse client base, including foreign individuals with specialized immigration-related financial planning.

Douglas Bales is a financial advisor with Intrepid Financial Planning Group, LLC in Carmel, IN, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with Intrepid Financial since 2000. Outside of his advisory role, he is involved with Whitinger Financial Advisors in Muncie, IN, focusing on retirement and financial planning. Intrepid Financial Planning Group, LLC provides discretionary, fee-based investment management to a diverse client base including individuals, families, trusts, pension plans, and charitable trusts, managing approximately $355 million in client assets. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, emphasizing diversification, tax efficiency, and cost control, and maintains coordinated services with affiliated tax and accounting professionals.