John Glander is a financial advisor at Golden Reserve Retirement, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Enterprise, The Prudential Insurance Company of America, BMO Harris Bank, Northwestern Mutual, and Charles Schwab. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, employing a long-term, predominantly passive investment approach based on modern portfolio theory. The firm offers discretionary management, estate-planning, and tax-preparation services through affiliated entities, and maintains formal affiliations with a law firm and a tax affiliate as part of its advisory offering.

Ivy Emerick is a CFP® with 26 years of experience in financial advisory. She currently works at Harvest Investment Services, LLC and has previously been with Wealth Advisory Solutions, LLC and Comprehensive Financial Planning Services Corp. Harvest Investment Services, LLC manages approximately $534 million in client assets and serves a diverse client base including individuals, retirement plans, trusts, and corporations. The firm employs an actively managed tactical investment approach and offers a range of services such as portfolio management, financial planning, pension consulting, and held-away 401k management through a multi-advisor team structure.

James Lewis III is a financial advisor at National Wealth Management Group, LLC with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked with firms including Independent Financial Partners and LPL Financial. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach and offers a range of portfolio management and consulting services through multiple platforms and a network of advisers.

Lisa Angelo is a ChFC® with Halter Ferguson Financial Inc in Carmel, IN, where she has been working since 2016. She is part of an eight-advisor team and has 10 years of industry experience. 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 uses fundamental analysis and client-specific investment policies, offering diversified strategies and a specialized “REBELLIONAIRE” program that includes options strategies and concentrated positions.

Henry Dierkes is a financial advisor at Halter Ferguson Financial Inc with a Series 65 credential and one year of industry experience. His prior work includes roles at DoorDash and Annex Wealth Management. 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 emphasizes fundamental analysis guided by client-specific investment policy statements and offers both diversified long-term strategies and a specialized “REBELLIONAIRE” program involving concentrated positions and options strategies.

Seth Cissna is a financial advisor at Pettinga Financial Advisors, LLC with Series 65 credentials and one year of industry experience. Prior to joining Pettinga, he worked as a contractor for GlobalSource Capital Management and held positions at Indiana University Health and Eli Lilly and Company. Pettinga Financial Advisors is an SEC-registered firm managing approximately $1.28 billion in client assets. The firm serves high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary investment management and financial planning with customized portfolio allocations that may include mutual funds, ETFs, fixed income, third-party managers, and alternative investments.

Joseph Williamson is a financial advisor at Williamson Legacy Group, LLC in Carmel, IN, with 41 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Advisors LLC and Axxcess Wealth Management, LLC. Outside of advising, Williamson is involved in TSOAR Ministries, focusing on discipleship and ministry book sales. Williamson Legacy Group offers personalized financial planning and investment advisory services to individuals, families, trusts, estates, and qualified retirement plans. The firm uses a client-specific financial plan combined with fundamental and technical analysis to develop long-term portfolio strategies and manages roughly $183 million in discretionary assets for around 343 clients.

Brogan Baxter is a Series 65-licensed financial advisor with 21 years of industry experience. He has been with Four Quadrant Wealth Advisors, Inc. in Indianapolis, IN, since 2004. 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, employing a range of analytical methods and a diverse selection of investment instruments tailored to each client's objectives and risk tolerance.

Richard Thomas is a financial advisor with Signature Financial Services, Ltd in Noblesville, IN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Signature Financial Services since 1999 and concurrently at First Heartland Capital, Inc. and Ag Resource Management. Outside of advising, he operates a tax preparation business. Signature Financial Services provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and business entities. The firm’s investment approach is asset-allocation driven, using model portfolios and institutional strategists, with a focus on mutual funds, ETFs, and other asset classes, while offering both discretionary and non-discretionary portfolio management.

William Chrisman is a financial advisor at Four Quadrant Wealth Advisors, Inc. in Carmel, IN, holding a Series 65 designation with five years of industry experience. His prior roles include positions at Worldwide Auctioneers, Miller Private Wealth, Personal Wealth Partners, and Credent Wealth Management. Before entering financial advisory, he worked at the University of Saint Francis for four years. Four Quadrant Wealth Advisors is an eight-advisor team managing approximately $219 million in discretionary assets for individuals, professional partnerships, and business entities. The firm employs a tailored investment approach incorporating fundamental and technical analysis, options strategies, and limited digital asset advice, with continuous portfolio monitoring and discretionary management.

Jeffrey Hutson is a financial advisor at Monument Advisers in Carmel, IN, holding a Series 65 designation. He has 20 years of combined experience, including 15 years with the Indiana Public Retirement System and 5 years with Relational Gravity. Monument Advisers is a fee-only investment adviser serving individuals, charitable organizations, pooled investment vehicles, and businesses with portfolio management and financial planning services. The firm employs a mix of passive and active strategies informed by modern portfolio theory and macroeconomic analysis, and offers socially conscious and Biblically Responsible Investing options.

Nathan Wiercioch is a CFP® professional with six years of industry experience, currently serving at Fiduciary Financial Partners, LLC. He previously worked at Turquoise Wealth Management and has experience with Purdue University and Lafayette Tent & Awning. Fiduciary Financial Partners serves individuals, including high-net-worth households, and employer-sponsored retirement plans by providing comprehensive wealth management, financial planning, and retirement plan advisory services. The firm manages approximately $293 million in assets across five offices and employs a team-based approach using both discretionary and non-discretionary portfolio management integrated with written financial plans.

Balint Gal is an advisor at Dominion Portfolio Management, Inc. holding a Series 66 designation. He has less than one year of experience in the financial industry with prior roles in various companies including Beyond Finance and Dish Network. Dominion Portfolio Management, Inc. provides fee-based portfolio management services to individuals, high-net-worth clients, and businesses, offering discretionary and non-discretionary account management primarily through individual securities, ETFs, and mutual funds. The firm employs a combination of fundamental, technical, charting, and economic analysis to tailor investment advice according to clients’ goals, time horizons, and risk tolerance.

James Nickens Jr. is a financial advisor at MSH Capital Advisors LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Swan Financial Group, M. S. Howells & Co., and Navian Capital Securities. MSH Capital Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm offers portfolio management, retirement plan consulting, securities-based lending, and tailored financial planning through a network of independent Investment Advisor Representatives.

Daryl Arnett is a financial advisor with Dominion Portfolio Management, Inc. and holds a Series 66 designation, bringing 24 years of industry experience. He has worked with several firms including Dynasty Financial Group, LLC and IFS Advisory, LLC. Outside of his advisory role, he is a co-owner of Taist, Inc., where he serves primarily as a lender for the development of an application. Dominion Portfolio Management, Inc. provides fee-based portfolio management to individuals, high-net-worth clients, and businesses, using a combination of fundamental, technical, charting, and economic analysis with a focus on long-term trading and periodic rebalancing. The firm offers both discretionary and non-discretionary services with ongoing account monitoring and supports household account aggregation and third-party money managers.

David Cropper is a financial advisor at Intrepid Financial Planning Group, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Intrepid since 2002. Cropper is also a partner at Brinkerhoff, Cropper & Associates, P.C., a CPA firm. Intrepid Financial Planning Group provides discretionary investment management to individuals, families, business entities, trusts, pension and profit-sharing plans, and charitable trusts. The firm employs a Modern Portfolio Theory-based investment approach, offering customized portfolios and advisory services that emphasize strategic asset allocation, diversification, and tax-conscious construction.

Charles Davis II is a CFP® and Series 65 credentialed advisor with 18 years of industry experience. He has been with Oxford Financial Group, Ltd since 2007. Mr. Davis serves on the Board of Directors and is Vice Chair Emeritus of AAA Hoosier Motor Club, including its affiliated insurance agencies. Oxford Financial Group, Ltd serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and chief investment officer services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments through a diversified asset allocation approach and dedicated investment teams.

Clay Patton is a financial advisor with Archer Investment Corporation, holding a Series 65 credential and no prior industry experience. He has been involved with the Indiana Baseball Academy and Patton Archer Corp since 2024. Archer Investment Corporation provides investment management services primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm works with accountants and CPAs as independent contractors and manages approximately $1.01 billion in discretionary assets.

John Hardman is a CFP® certificant with three years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. His prior roles include positions at Fidelity Investments and Northwestern Mutual. Outside of finance, he operates MillaK Photography, LLC, a photography business. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients, employing a strategic asset-allocation framework with tactical adjustments and offering specialized services such as pro-bono planning and due diligence through its subsidiary, TwoPointO.

Timothy Reidy III is a financial advisor with The AmeriFlex Group in Carmel, Indiana, holding Series 63 and Series 65 licenses and 42 years of industry experience. His prior roles include positions at THE O.N. Equity Sales Company and Ohio National Life Insurance Company. Outside of his advisory work, he serves as treasurer for a local judicial campaign. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, utilizing model asset allocations and a range of discretionary and non-discretionary manager relationships.