Jay Lerman is a Series 65-licensed financial advisor with 19 years of industry experience. He is affiliated with Progress Alliance Investment Services and has worked at Lerman Financial Group, Inc. and First Allied Advisory Services during his career. Lerman serves as a director of the Society of Financial Services Professionals, a nonprofit organization. Progress Alliance Investment Services provides portfolio management, financial planning, and investment consulting primarily for individual clients, as well as pension plans, charitable organizations, and other small entities. The firm offers discretionary active and passive management, third-party manager oversight, and both wrap and non-wrap account programs.

Thomas Steinmetz is a CFP® professional with 18 years of industry experience, currently serving at Capstone Wealth Advisors, Inc. in Indianapolis, IN, where he has worked since 2007. He is part of a four-advisor team at the firm. Capstone Wealth Advisors is a privately owned advisory firm serving individuals, families, high-net-worth clients, and sponsored retirement plans. The firm combines personal financial planning and discretionary portfolio management with retirement-plan consulting and business advisory services, utilizing a process that includes tax and cash flow analysis to guide asset allocation across mutual funds, ETFs, and separately managed accounts.

Thomas Hardin is a Certified Financial Planner® with 27 years of industry experience. He has been with Canterbury Financial Group, LLC since 2003. Hardin holds Series 63 and Series 65 licenses. Canterbury Investment Management, LLC provides discretionary portfolio management and financial planning to individual and corporate clients, including high-net-worth individuals. The firm manages an affiliated mutual fund and offers sub-advisory services to other registered investment advisers, using a market-state approach to guide allocation changes through its Canterbury Portfolio Thermostat ETF Strategy.

Bradley Good is a financial advisor at CORE Wealth Advisors in Indianapolis, IN, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with CORE Wealth Advisors since 2011, contributing to the firm’s advisory services over the past 15 years. CORE Wealth Advisors provides investment management and financial planning to individuals, trusts, retirement plans, and small businesses, managing approximately $125 million across about 146 client relationships. The firm uses a strategic asset-allocation approach based on Modern Portfolio Theory, supplemented by tactical adjustments, and offers both growth-oriented and fixed-income model programs.

Matthew Reynolds is a financial advisor at TruEdge Asset Management LLC with 24 years of industry experience. He holds a Series 66 designation and has worked with several firms, including Quincy Wells Capital and Thurston Springer Financial. Outside of his advisory role, he serves as President and Partner of Financial Services Holding, LLC, and consults to firms in the financial services industry through Bristal Lane Group. TruEdge Asset Management primarily serves registered investment advisors and institutional clients via a turnkey asset management platform. The firm offers trading and operational support, reporting and billing services, and a model marketplace that includes internal and third-party models as well as direct indexing.

Mark Cade is a CFP® with 42 years of industry experience, currently serving as President and Advisor at CADE Group, Inc. since 1997. He has a long tenure with Raymond James Financial Services dating back to 2003 and has been involved in employee benefits through Cade & Lee since 2010. CADE Group, Inc. provides advisory services to individuals, pension and profit-sharing plans, and institutional clients, offering financial planning, portfolio management through wrap programs, and retirement consulting. The firm employs a variety of analytical methods to tailor portfolios and delivers investment management primarily via subadvisory arrangements with Raymond James & Associates.

Katharine Marvel is a financial advisor at Encircle Financial Strategies in Indianapolis, IN, with 33 years of industry experience. She holds the ChFC® and Series 63 designations and has worked at firms including National Planning Corporation and Advantage Investment Management LLC. Outside of finance, she operates a cooking blog titled "Kate is Cooking." Encircle Financial Strategies provides investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm emphasizes tailored relationships and goal-oriented plans, managing about $139 million in discretionary assets across roughly 240 client households.

Joby Norris is a financial advisor at CORE Wealth Advisors in Indianapolis, IN, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with CORE Wealth Advisors since 2011. CORE Wealth Advisors provides investment management and financial planning services to individuals, trusts, retirement plans, and small businesses, managing approximately $125 million across about 146 client relationships. The firm employs a strategic asset-allocation approach based on Modern Portfolio Theory, supplemented by tactical overlays, and offers discretionary portfolio management alongside non-discretionary financial planning and retirement guidance.

Stephen Carr is a financial advisor at Peloton Capital Management in Indianapolis, IN, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Peloton Wealth Strategists since 2010. Peloton Capital Management serves private individuals, high-net-worth households, and institutional clients with discretionary portfolio management and a flat-fee financial planning service called Roadmap. The firm offers a range of investment strategies and custom-managed portfolios, operating as a fee-only registered investment adviser with a focus on detailed reporting and multi-account management for larger clients.

Ishaan Sandhir is a financial advisor at Eagle Investors LLC with a Series 65 designation and two years of industry experience. He has held roles at Envision Capital Management Group and Eagle Investors LLC since 2018. Outside of advisory work, Sandhir is involved in technology development as Principal Engineer and owner of Forgelab Innovations, LLC, and serves as Executive Managing Partner of Eagle Horizon Ventures LLC, a venture incubator. He is also founder and president of Summit Impact Trust, a nonprofit focused on social impact investments and philanthropic grantmaking. Eagle Investors LLC serves individual clients through a fee-based subscription platform and one-time online advising sessions, providing personalized, non-discretionary financial advice and impersonal trade recommendations. The firm emphasizes active trading education and short-term strategies, delivering real-time trade alerts and technical analysis via a Discord platform that includes AI-generated insights.

James Humphries is a financial advisor at Mindset Wealth Management, LLC in Indianapolis, IN, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Salzinger Sheaff Brock, LLC and Innovative Portfolios. Mindset Wealth Management is a team of four advisors managing approximately $323 million for individuals, high-net-worth clients, trusts, estates, and institutional investors. The firm uses a combination of fundamental, technical, and charting analysis alongside Modern Portfolio Theory and tactical asset allocation, implementing options and margin strategies directly within discretionary accounts.

Matthew Landini is a CFP® professional with 14 years of industry experience, currently serving at Genuine Wealth Advisors, LLC in Indianapolis, IN. He has operated as a sole proprietor and managed Genuine Wealth Management, LLC since 2015. Genuine Wealth Advisors provides discretionary and non-discretionary asset management and financial planning services to individual and high-net-worth clients, managing approximately $69 million across 54 client relationships. The firm customizes investment programs based on client goals and risk tolerance, employing a range of strategies including fundamental and technical analysis, options writing, and tax-aware reviews.

Dino Efthimiou is a Certified Financial Planner® with 21 years of experience in the financial services industry. He is currently a principal at Delta Wealth Advisors LLC and previously worked at Wealth Advisory Solutions, LLC, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. Delta Wealth Advisors serves high-net-worth and accredited individuals as well as business entities, providing discretionary portfolio management, financial planning, and business advisory services. The firm employs a combination of modern portfolio theory and fundamental, charting, and cyclical analysis to manage tailored investment strategies, including the use of ETFs, sub-advisors, options, and private alternative investments.

Walter Koon Jr. is a CFA® charterholder with 22 years of industry experience. He is currently an advisor at Koon Financial Planning & Consulting, where he has worked since 2010. Outside of his financial advisory work, he is involved in a commercial office leasing business. Koon Financial Planning & Consulting serves individuals, trusts, estates, and small charitable foundations by providing comprehensive financial planning and investment management. The firm employs a top-down asset allocation approach, combining fundamental and technical analysis, and offers both discretionary and non-discretionary account management with attention to client-imposed investment restrictions.

Evan Fruits is a financial advisor with Koon Financial Planning & Consulting (KFP&C) in Greenwood, IN. He holds the Series 65 designation and has eight years of industry experience, including roles at Cross Financial Services and Indiana University. He has been with KFP&C since 2017. Koon Financial Planning & Consulting provides comprehensive financial planning and investment management services to individuals, trusts, estates, and small charitable foundations. The firm employs a top-down asset allocation strategy combined with diversified core portfolios and tactical satellite positions, managing approximately $147 million with a two-advisor team.

Michael Mccracken is a CFP® and ChFC® with 25 years of experience in the financial services industry. He is president and an investment adviser representative at MFG Wealth Management, Inc., where he has been active since 2003. Prior to and concurrent with this role, he has held positions at SagePoint Financial, Inc. and AIG American General Life Insurance Company. Outside of his advisory work, Mccracken has interests in commercial real estate ownership and life insurance sales. MFG Wealth Management provides discretionary portfolio management and financial planning services to individual clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm employs actively managed strategies that incorporate fundamental and technical analysis along with structured sell disciplines to manage risk and preserve gains.

Terrance Andersen is a CFP® professional with 13 years of industry experience. He has worked at Tactical Wealth Partners since 2016 and previously held roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Andersen holds Series 63 and Series 65 licenses. Tactical Wealth Partners serves high-earning attorneys at large law firms and their households, providing comprehensive financial planning and investment management. The firm follows a diversified, tax-aware investment approach using low-cost mutual funds and ETFs, managing assets primarily through Altruist Financial LLC while maintaining legacy third-party advisory relationships.

Teresa Barthuly is a financial advisor at Capstone Wealth Advisors, Inc. in Indianapolis, IN, holding a Series 65 designation with four years of industry experience. She has been with Capstone Wealth Advisors since 2021. Capstone Wealth Advisors is a privately owned firm serving individuals, families, high-net-worth clients, and sponsored retirement plans. The firm offers personal financial planning, discretionary portfolio management, retirement-plan consulting, and business advisory services, utilizing a process that reviews tax returns, cash flow, net worth, and risk tolerance to recommend diversified asset allocations.

Mark Vandygriff is a financial advisor at Mindset Wealth Management, LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses with 11 years of industry experience. He previously worked for Sheaff Brock Investment Advisors, LLC for 10 years before joining Mindset Wealth Management and its affiliate Mindset Asset Management. Mindset Wealth Management is an SEC-registered, discretionary investment adviser serving individuals, high-net-worth clients, trusts, estates, qualified purchasers, institutional investors, and retirement plan participants. The firm combines fundamental, technical, and charting analysis with Modern Portfolio Theory and tactical asset allocation, implementing active and passive strategies including in-house options and margin techniques tailored to client risk tolerance and objectives.

John Simmons is a financial advisor with Morris Group Advisory Service, Inc. in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has been with Morris Group, Inc. since 2001 and has served as president of the affiliated broker-dealer, Morris Group, Inc., which operates a small broker-dealer and sells life insurance products. Morris Group Advisory Service, Inc. is an independent firm providing discretionary portfolio management and investment advice primarily to individual clients. The firm manages approximately 91 client accounts and emphasizes broadly held market securities while operating as a fiduciary with regular account reviews and client reporting.