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.

Nicholas Finnigan is a CFA® charterholder and Series 66 licensed financial advisor with 10 years of industry experience. He has worked at Delta Wealth Advisors LLC since 2017 and previously held roles at Morgan Stanley and Morgan Stanley Private Bank N.A. He holds a 24.5% ownership stake in Delta Wealth CPA's and Advisors. Delta Wealth Advisors serves individuals, including high-net-worth and accredited investors, as well as business entities, providing discretionary portfolio management, financial planning, and business advisory services. The firm employs a combination of modern portfolio theory, fundamental and cyclical analysis, and model-based allocations, with a focus on ETFs, sub-advisors, and selective options strategies, and offers private alternative investments to qualified clients.

Jeffrey Vogel is a financial advisor at Investment Advisors of Indianapolis Inc with 29 years of industry experience. He holds the Series 63 designation and has been with the firm since 1991. Investment Advisors of Indianapolis Inc provides fee-based portfolio management and investment supervisory services to individuals, trusts, corporate pension and profit-sharing plans, and not-for-profits including churches. The firm employs a long-term, value-oriented investment approach based on fundamental analysis and Benjamin Graham–style principles, managing approximately $106 million in assets across a small client base.

Matthew Bradley is a financial advisor at Peloton Capital Management in Indianapolis, IN, holding a Series 65 designation with 24 years of industry experience. He has been with Peloton Wealth Strategists since 2009. Peloton Capital Management serves private individuals, high-net-worth households, and institutional clients with fully discretionary portfolio management and a flat-fee financial planning service called Roadmap. The firm offers a range of investment strategies and custom-managed portfolios, employing an Investment Committee that meets regularly to guide decisions and providing detailed quarterly reporting.

Casey Marx is a financial advisor at Crown Haven Wealth Management in Carmel, IN, holding a Series 65 credential with one year of industry experience. In addition to his advisory role, he manages a business technology company, Pine Cone II LLC, providing oversight and management. Crown Haven Wealth Management serves primarily individual clients by evaluating and recommending third-party investment advisers tailored to clients’ financial situations and risk tolerances, without directly managing client assets or executing trades.

Kenneth Klabunde is a CFP® with 23 years of industry experience and serves as the sole advisor at Precedent Financial Strategies in Indianapolis, IN. He has been with Precedent Asset Management since 2013. Outside of his advisory role, he is the owner of Klabunde Farms LLC, a personal farming venture. Precedent Financial Strategies provides investment advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm emphasizes strategic asset allocation, diversification, tax efficiency, and transparency while offering tailored portfolio management, financial planning, consulting, and a dedicated divorce planning service.

Louis Lukac is a financial advisor with Trowbridge Capital Partners LLC, holding Series 65, 63, and 66 licenses and totaling 2 years of industry experience. He is also the sole owner and president of Wizard Trading Inc., a company that leases software used to analyze trading strategies involving futures contracts and options. Trowbridge Capital Partners provides discretionary portfolio management and separately managed account services primarily for high-net-worth individuals and institutional clients. The firm utilizes quantitative analysis focused on mid- to large-cap U.S. equities and offers strategies such as Dynamic Alpha and Concentrated Aggressive Growth.

Brian Carroll is a CFP® with eight years of industry experience. He is currently associated with Oak Harbor Wealth Partners and has previously worked at Raymond James and Major League Soccer. His background includes over a decade in professional sports prior to his financial advisory career. Oak Harbor Wealth Partners is an SEC-registered investment adviser that specializes in institutional and retirement-plan consulting, offering portfolio management, financial planning, and educational services. The firm emphasizes ERISA consulting and uses diversified model allocations and third-party manager oversight to serve its clients.

Christopher Herrmann is a financial advisor with Vertical Wealth, LLC in Indianapolis, Indiana, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been associated with Legacy Practice Management since 2016. Vertical Wealth serves individuals, trusts, foundations, corporate retirement plans, and other private clients by providing continuous investment advisory services and ongoing financial planning. The firm manages discretionary portfolios primarily composed of mutual funds and exchange-traded funds, using a blend of fundamental and technical analysis within a modern portfolio theory framework aimed at long-term market returns.

Kevin Ward is a Series 65 licensed financial advisor with Park + Elm Investment Advisers in Carmel, Indiana, bringing 10 years of industry experience. He has been with Park + Elm Investment Advisers LLC since 2016. In addition to his advisory role, he is a licensed insurance agent and owns Park + Elm Insurance Services, through which he occasionally offers commissionable insurance products. Park + Elm Investment Advisers provides discretionary portfolio management, financial planning, and retirement-plan consulting to individual clients, including high-net-worth households, and plan sponsors. The firm employs a risk-assessment tool and five model portfolios based on Modern Portfolio Theory, primarily using institutional mutual funds for implementation.

Terri Kontney is a financial advisor at MFG Wealth Management, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at AIG Financial Advisors, Inc., MFG Wealth Management, LLC, and AIG American General Life Insurance Company. Kontney is also involved in office support and administrative roles within MFG Wealth Management. MFG Wealth Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm employs actively managed strategies combining fundamental and technical analysis, with portfolio decisions made on a discretionary basis and reviewed by the advisory team.

Gordon Campbell is a financial advisor with Crown Haven Wealth Management in Carmel, IN, holding a Series 66 designation and 11 years of industry experience. He has worked with several firms, including Aegis Wealth Management and Lifemark Securities, and has been associated with Crown Haven in various capacities since 2016. Additionally, he is involved with Crown Haven Wealth Advisors as an independent insurance agent specializing in life and annuity products. Crown Haven Wealth Management provides financial advisory services primarily to individual clients, referring them to third-party registered investment advisers rather than managing assets directly. The firm focuses on evaluating and recommending investment advisers that align with clients' financial goals and risk tolerance, while monitoring those advisers and their reporting.

Jenny Malmquist is a financial advisor at Provider Financial, Inc. in Indianapolis, IN, holding a Series 65 designation with two years of industry experience. She has been with Provider Financial, Inc. since 2013. Provider Financial, Inc. serves individual and high-net-worth clients with discretionary portfolio management and hourly financial planning. The firm uses a combination of fundamental and technical analysis alongside tactical asset allocation, offering portfolio management through a wrap-fee program tailored to client goals and restrictions.

Henry Wright Jr. is a financial advisor at Obsidiant Partners LLC with 19 years of industry experience. He holds a Series 66 designation and previously worked for CliftonLarsonAllen Wealth Advisors LLC for eight years. Wright began his tenure at Obsidiant Partners in 2024. Obsidiant Partners LLC serves high-net-worth individuals and institutional clients, including retirement plans and nonprofits. The firm provides discretionary portfolio management, financial planning, and consulting services, implementing portfolios based on Modern Portfolio Theory and often delegates day-to-day management to an independent sub-adviser.

Maikel Den Hertog is a financial advisor at Eagle Investors LLC with a Series 65 designation and one year of industry experience. He has held roles at Eagle Horizon Ventures LLC and Eagle Guardian Advisors LLC since 2025 and previously worked at Hak Groenten from 2019 to 2024. Outside of advising, he is the managing partner of Eagle Horizon Ventures LLC, a private holding company focused on early-stage ventures and innovation incubation. Eagle Investors serves individual clients through a fee-based subscription platform and one-time online advising sessions, providing impersonal trade recommendations and personalized, non-discretionary financial advice across a range of asset classes. The firm emphasizes active trading education and short-term strategies, delivering real-time trade alerts and technical analysis via an online platform that incorporates AI-generated insights.

Roy Strong is the principal of Strong Financial Services in Indianapolis, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been president of Mapco Financial Services Corp since 1986, overseeing sales activities. Strong Financial Services provides financial planning, retirement planning, and portfolio management to individuals, charitable organizations, foundations, corporations, and other businesses. The firm employs a top-down approach combined with fundamental and occasional technical analysis to develop asset allocation and investment strategies, and it also evaluates third-party managed platforms and TAMPs.

Edward Skarbeck is a financial advisor at Aldebaran Capital, LLC with 26 years of industry experience. He holds the Series 65 designation and has been with Aldebaran Capital since 1999. Aldebaran Capital is a fee-only, SEC-registered investment adviser specializing in portfolio management of individual-stock portfolios for a range of clients including individuals, high-net-worth clients, and institutions. The firm employs a fundamental, value-oriented investment approach based on Benjamin Graham’s principles and focuses on separate-account management with typically low portfolio turnover.

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.

Daniel Hinze is a financial advisor at Titan Investment Management LLC with one year of industry experience. He holds a Series 65 designation and previously served in the United States Army for 20 years. Titan Investment Management LLC provides discretionary and non-discretionary portfolio management primarily to individual and high-net-worth clients, as well as institutional accounts such as pension and profit-sharing plans. The firm employs a multifaceted investment approach, combining fundamental, quantitative, technical, and modern portfolio theory methods, and offers a range of services including pension consulting and participant-directed brokerage account management.

Seth Hickle is a financial advisor at Mindset Wealth Management, LLC in Indianapolis, IN, with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Innovative Portfolios, LLC, Sheaff Brock Investment Advisors, LLC, optionsXpress, Inc., and Charles Schwab. Mindset Wealth Management, LLC is a team of four advisors managing approximately $323 million for about 208 clients. The firm provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, qualified purchasers, institutional investors, and retirement plan participants, using a combination of fundamental, technical, and charting analysis alongside Modern Portfolio Theory and tactical asset allocation.