Jeffrey Ledbetter is a financial advisor at Remnant Wealth with one year of industry experience. He holds a Series 66 designation and has worked previously at Capital Group, Betterled Consulting, Big League Advance, Liberty University, and the Texas Rangers. Outside of his advisory role, he is involved in a consulting and growth-services firm called Droplight. Remnant Wealth is a fee-only registered adviser serving individual and high-net-worth clients with investment management and financial planning services. The firm employs a blend of passive and active investment strategies, emphasizing asset allocation and oversight of outside managers and sub-advisers.

Dylan Taylor is a Series 65-licensed financial advisor at Spencer Financial Strategies with one year of industry experience. Prior to his current role, he held positions at OfficeSpace Software, TikTok, SecureLink, and Disney Vacation Club. He is also co-owner of Travel by Taylors, LLC, a travel planning and vacation services company. Spencer Financial Strategies serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $17 million in discretionary assets with a two-advisor team. The firm provides discretionary investment supervisory services and non-discretionary consulting, using a mix of fundamental, technical, and cyclical analysis to create diversified portfolios reviewed monthly.

Haley Koss is a Series 66-licensed financial advisor with six years of industry experience. She is currently with Tower Wealth Partners in Carmel, IN, where she has worked since 2018. Prior to this, she held roles at J Alden Associates, Inc. and Raymond James Financial Services. Outside of her advisory work, she holds an insurance license. Tower Wealth Partners provides wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and employer retirement plans. The firm manages approximately $440 million in client assets and utilizes a combination of fundamental and technical analysis in constructing customized portfolios.

Jason Comer is a financial advisor at Park + Elm Investment Advisers in Carmel, IN, holding a Series 65 designation with 15 years of industry experience. He has worked at Hieser Webb Capital Management since 2010. Outside of advising, Comer manages contractors on residential real estate rehabilitation projects. Park + Elm Investment Advisers provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals and employer-sponsored plans. The firm uses a risk-assessment tool and model portfolios grounded in Modern Portfolio Theory, primarily implementing strategies with institutional mutual funds.

Jason Phillips is a financial advisor at Pile Wealth Management with 14 years of industry experience. He holds the PFS™ and Series 65 designations. In addition to his advisory role, Phillips serves as a supervisor at RJ Pile & Company, LLC, a CPA firm where he has worked since 2004. Pile Wealth Management is a small team of four advisors serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers discretionary investment management and financial planning, applying a risk-based approach grounded in Modern Portfolio Theory to align portfolios with client goals and risk tolerance.

Anthony Larosa is a CFP® with 28 years of industry experience, currently serving as an advisor at Private Counsel Group, Ltd. in Indianapolis, where he has worked since 2019. He previously spent 14 years at Hilliard Lyons. Larosa is also a licensed insurance agent, selling fixed insurance products through TrueChoice Financial and directly with carriers. Private Counsel Group, Ltd. provides investment advisory, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm follows a long-term, “less is more” investment philosophy, emphasizing diversified portfolios and typically managing client accounts on a non-discretionary basis.

Arthur Timpe III is a CFP® professional with 24 years of experience, serving as an advisor at Timpe & Timpe Financial Advisory Services, L.L.C. since 2002. He is also involved with Timpe & Timpe CPA's LLC, a CPA firm providing tax compliance, consulting, and accounting services. Additionally, he is a principal owner of Accountable Payroll, LLC, a payroll service provider to which he may refer clients. Timpe & Timpe Financial Advisory Services serves individual clients, trusts, and employer retirement plans, managing approximately $61 million. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, primarily using mutual funds and ETFs, with portfolios governed by Investment Policy Statements and reviewed quarterly.

Kara Hieser is a financial advisor at Park + Elm Investment Advisers with 20 years of industry experience. She holds a Series 65 credential and has worked at Webb Financial Advisors since 2003. Park + Elm Investment Advisers provides discretionary portfolio management, financial planning, and retirement-plan consulting to individual clients and employer-sponsored plans. The firm serves a mix of individual households, including high-net-worth clients, and plan sponsors, using a risk-assessment tool and five model portfolios to guide investment decisions with a long-term, asset-class approach.

Michael Morrison is a financial advisor with Trust Investment Advisors Wealth Management, LLC, holding a Series 66 designation and 13 years of industry experience. He previously worked at Stifel Nicolaus from 2012 to 2024 before joining Trust Investment Advisors and its affiliated wealth management firm in 2024, where he serves as Senior Vice President of Investments. Trust Investment Advisors Wealth Management, LLC provides comprehensive investment advisory and limited consulting services to individuals, families, business owners, charitable organizations, and private foundations. The firm offers continuous asset management primarily on a non-discretionary basis, utilizing fundamental, technical, and qualitative analysis to develop client strategies and asset allocations.

Caitlin Price is a CFP®-certified financial advisor with Tactical Wealth Partners in Zionsville, IN, bringing one year of industry experience. Her prior roles include positions at WebsterRogers Financial Advisors and Bank of America. Tactical Wealth Partners primarily serves high-earning attorneys at large law firms and their households, providing comprehensive financial planning and investment management. The firm employs a diversified, tax-aware investment approach focused on low-cost mutual funds and ETFs, managing assets largely through Altruist Financial LLC with some legacy third-party arrangements.

Robert Malmquist is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Provider Financial, Inc. in Indianapolis, Indiana. He has worked at LPL Financial since 1997 and has been with Provider Financial since 2013. Provider Financial, Inc. serves individual and high-net-worth clients through discretionary portfolio management and hourly financial planning. The firm utilizes a combination of fundamental and technical analysis with tactical asset allocation, offering portfolio management exclusively via a wrap-fee program tailored to client goals and restrictions.

Brian Wheeler is a financial advisor at Vertical Wealth, LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has worked at Legacy Practice Management, LLC since 2011. Vertical Wealth serves individuals, trusts, foundations, corporate retirement plans, and other private clients, including both high-net-worth and non-HNW households. The firm provides continuous investment advisory services and ongoing financial planning, managing discretionary portfolios primarily composed of mutual funds and ETFs, with an investment process that combines fundamental and technical analysis within a modern portfolio theory framework.

James Delay is a financial advisor at Trust Investment Advisors in Indianapolis, IN, with 13 years of industry experience. He holds a Series 65 designation and has been with Trust Investment Advisors since 2012. Trust Investment Advisors manages discretionary portfolios and provides comprehensive financial planning for individuals, families, business owners, charitable organizations, and other professional advisors. The firm employs model portfolios overseen by an investment committee, utilizing fundamental and technical analysis, and offers services including retirement planning, estate planning, charitable giving strategies, and insurance analysis.

Matthew Kolb is a financial advisor at Timpe & Timpe Financial Advisory Services, L.L.C. He holds a Series 65 designation and has five years of industry experience. He has been with Timpe & Timpe Financial Advisory Services in its current form since 2020 and was previously associated with its predecessor entity starting in 2016. Timpe & Timpe Financial Advisory Services provides portfolio management, financial planning, and 401(k) plan advisory to individuals, trusts, and pension/profit-sharing plans. The firm follows a Modern Portfolio Theory-based investment approach emphasizing long-term strategic asset allocation, periodic rebalancing, and tailored portfolios documented in Investment Policy Statements.

Joseph Ledbetter is a CFP® professional with eight years of industry experience, currently serving at Remnant Wealth. His prior roles include positions at Schwab Wealth Advisory, Edward Jones, and Fortitude Private Wealth. Outside of financial advising, he has experience working with the Texas Rangers Organization and Stryker Corporation. Remnant Wealth is an independent, fee-only advisory firm providing investment management and comprehensive financial planning to individuals and high-net-worth clients. The firm employs a mix of passive and active strategies, asset allocation, and offers values-based investing options such as Biblically Responsible Investing.

Thomas Johnson is a financial advisor with Royal Capital Wealth Management LLC in Carmel, IN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He worked at RBC Capital Markets from 2009 to 2017 before joining Royal Capital Wealth Management in 2018. Royal Capital Wealth Management serves individuals, high-net-worth clients, trusts, charitable organizations, pension plans, and corporations, providing discretionary asset management and retirement plan investment consulting. The firm uses a risk-assessment process and proprietary investment models to guide asset allocation, employing both active and passive strategies focused on individual equities and fixed income.

Derek Robertson is a financial advisor at Integrated Investment Strategies, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Securities America Advisors and Money Concepts Capital Corp. He returned to Integrated Investment Strategies in 2025 after previously working there from 2008 to 2019. Integrated Investment Strategies, Inc. provides fee-only investment management and financial planning to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation process focused on passively managed institutional mutual funds and uses a three-factor model to manage portfolio risk and diversification.

Anthony Decicco is a financial advisor with EHG Wealth Management in Indianapolis, IN. He holds a Series 66 designation and has nine years of industry experience. Prior to his current role, he worked at firms including Morgan Stanley, Edward Jones, and Kerr Wealth Management. Decicco is also the owner of RealTea Capital Inc., a venture involved in insurance and real estate technology. EHG Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a tactical asset-allocation strategy based primarily on technical analysis and manages portfolios tailored to clients’ objectives and risk tolerances.

Julie Dant is a financial advisor at Nearside Advisors, LLC with 11 years of industry experience. She holds the Series 66 designation and previously worked at Holistic Financial Partners, LLC for 11 years before joining Nearside Advisors in 2026. Nearside Advisors, LLC is an SEC-registered investment adviser that provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. The firm primarily employs passive investment management through index mutual funds and ETFs, integrating financial planning on topics such as retirement, estate planning, and tax considerations.

Aaron Williams is a CFP® professional with eight years of industry experience, currently serving as an advisor at Market Street Wealth Management Advisors, LLC since 2015. He operates within a team of nine advisors based in Indianapolis, IN. Market Street Wealth Management Advisors provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, businesses, foundations, pension plans, and charitable organizations. The firm manages approximately $711 million in assets with a focus on asset-allocation driven portfolios primarily composed of mutual funds and ETFs, supported by ongoing monitoring, rebalancing, and technology-enhanced client services.