Grant Thompson is a CFP® professional with 5 years of industry experience, currently serving at Financial Enhancement Group. His prior experience includes roles at Charles Schwab & Co., Inc. and Thrivent Investment Management Inc. Financial Enhancement Group provides discretionary asset management and financial planning services to a diverse client base including individuals, families, and charitable organizations, utilizing a combination of fundamental and technical analysis, proprietary research models, and tactical overlays to manage portfolios. The firm also employs specialized sub-advisors and AI tools to enhance its investment and operational processes.

Andrew Cornell is a CFP® with 28 years of industry experience, currently serving as an advisor at The Wellington Group LLC since 2024. His prior experience includes roles at Wellington Wealth Strategies, LLC and UBS Financial Services Inc. He is a member of the board of directors for Noblesville Youth Baseball and holds leadership positions with the Riverview Health Foundation, including chairman of the board and chairman of the investment committee. The Wellington Group provides wealth planning, consulting, and investment management services to individuals, high-net-worth clients, and small business entities. The firm uses a combination of active and passive strategies across various asset classes and may allocate to private funds, pooled vehicles, and employ derivatives and option strategies in certain accounts.

Mathew Ryan is a financial advisor at Bedel Financial Consulting Inc with 12 years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining Bedel Financial Consulting in 2018, he worked for Five years at Four Quadrant Wealth Advisors. Bedel Financial Consulting provides customized portfolio management and financial planning to a range of clients, including individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm employs a fee-only, fiduciary approach and uses a combination of fundamental, technical, and quantitative analysis, with the ability to utilize diverse investment strategies including derivatives and margin transactions.

Nathan Kinney is a financial advisor at FI3 Financial Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked at several firms, including The National Bank of Indianapolis, Capital Cities, L.L.C., and Commonwealth Bank & Trust. Kinney is based in Indianapolis, IN. FI3 Financial Advisors primarily serves high-net-worth individuals and multi-generational families through multi-family office services, including comprehensive wealth planning, tax and estate coordination, and investment management. The firm combines active and passive portfolio management with integrated financial planning and offers private investment vehicles to accredited investors.

Ray Marr is a financial advisor at Quantum Financial Services Inc. with the Series 65 designation and four years of industry experience. He previously worked at SEI Investments for six years before joining Quantum Financial Services in 2021. Outside of advising, he is involved as a limited partner in an agricultural and commercial real estate leasing business. Quantum Financial Services serves individual and high-net-worth clients as well as institutional entities, offering portfolio management, investment consulting, financial planning, and estate planning. The firm employs a blend of fundamental and quantitative analysis and operates primarily on a non-discretionary basis, allowing clients to approve investment selections.

Evan Bedel is a CFP® professional with 16 years of industry experience. He has been with Bedel Financial Consulting, Inc. since 2009. The firm provides customized portfolio management and financial planning services to individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. Bedel Financial Consulting is a fee-only registered investment adviser that operates under a fiduciary standard and utilizes a combination of fundamental, technical, and quantitative analysis across a wide range of investment strategies.

Derek Sanders is a CFP® and Series 65-registered advisor at Forum Private Client Group with three years of industry experience. Prior to joining Forum in 2023, he worked for Extend Healthcare from 2016 to 2023. Outside of his advisory role, he is involved in managing rental properties. Forum Private Client Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts. The firm combines customized financial planning with portfolio construction across various investment vehicles, employing quantitative and technical analysis while regularly reviewing fund and sub-adviser performance.

John Coffin is a financial advisor at Financial Enhancement Group with a Series 65 designation and two years of industry experience. His prior work includes roles at Alter Domus and Arbon Equipment, as well as five years at Purdue University. He has been affiliated with Fairfield Builders Supply Corp. since 2013. Financial Enhancement Group provides discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm employs a combination of fundamental and technical analysis with proprietary research models and tactical overlays, alongside the use of sub-advisors and AI tools, to offer a range of investment strategies and specialized services.

Zachary Giles is a CFP®-certified financial advisor at Elser Financial Planning, Inc. in Indianapolis, Indiana, with five years of industry experience. He previously worked at Charles Schwab and has experience in educational and nonprofit settings, including roles at Franklin Township Community School Corporation and the National Naval Aviation Museum. Elser Financial Planning, Inc. is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, and small businesses. The firm focuses on long-term, Modern Portfolio Theory–based asset allocation using low-cost mutual funds and ETFs, offering both discretionary and non-discretionary management with thorough client involvement.

Nicholas Rosebraugh is a CFP® professional with six years of experience at Bedel Financial Consulting Inc. in Indianapolis, IN. His prior roles include positions at Charles Schwab & Co., Inc., OJM Group, and Forester's Financial. Rosebraugh has also been involved with Puccini's Smiling Teeth Pizza and Pasta. Bedel Financial Consulting provides customized portfolio management and financial planning for individuals, families, trusts, charitable organizations, institutions, and retirement plans. The firm uses a combination of fundamental, technical, and quantitative analysis and offers a range of strategies, including derivatives and margin transactions, while operating under a fiduciary standard.

Jared Ruxer is a financial advisor at Woodley Farra with seven years of industry experience. He holds a Series 65 designation and has worked at Woodley Farra since 2019. Prior to that, he held roles with Unified Group Services, LA Angels, Big League Advance, and KC Royals. Woodley Farra provides discretionary and non-discretionary investment management to individuals, pension plans, trusts, charitable organizations, corporations, and institutional clients. The firm manages equity portfolios focused on larger-capitalization companies and offers income strategies including fixed income and preferred securities, using a four-pronged analysis approach and quarterly account reviews.

Greg Poplarski is a financial advisor with ISC Advisors, Inc. in Carmel, Indiana, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Allianz Global Investors and OneAmerica Securities. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and other institutional clients, offering financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services. The firm manages approximately $1.54 billion in assets, utilizes model portfolios across risk profiles, and collaborates with sub-advisors while maintaining overall investment oversight.

Marie Marks is a financial advisor with Sikich Financial in Indianapolis, holding the CFP® designation and Series 63 and 65 licenses. She has 39 years of industry experience, including roles at OSAIC, Triad Advisors, and Park Avenue Securities. Marks also serves as a senior retirement plan specialist. Sikich Financial is an SEC-registered multi-team advisory firm managing approximately $1.18 billion in assets and serving individuals, retirement plans, trusts, estates, and business entities. The firm combines financial planning and portfolio management with retirement plan consulting, using an asset-allocation framework supported by both in-house and third-party managers.

John Shelbourne is a CFA® charterholder based in Indianapolis, IN, with three years of industry experience. He has worked at Woodley Farra since 2019 and previously spent five years at Morningstar Investment Management. Woodley Farra provides discretionary and non-discretionary investment management to a range of clients, including individuals, pension plans, trusts, and institutions. The firm focuses on equity portfolios comprised of larger-capitalization companies and employs a four-pronged investment analysis approach with regular account reviews and reporting.

Randall Harrison is a financial advisor with Charter Advisory Corporation in Indianapolis, IN. He holds a Series 66 designation and has 18 years of industry experience. He has been with Charter Advisory Corporation since 2010 and also maintains an affiliation with LPL Financial, LLC since 2009. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $366 million in client assets and serves retail and high-net-worth clients through a multi-advisor team structure.

Dean Huddleston is a financial advisor with Financial Enhancement Group, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has been with Financial Enhancement Group since 2014 and previously worked at World Equity Group. Huddleston served as a board trustee for Community Schools of Frankfort from 2004 to 2016. Financial Enhancement Group offers discretionary asset management and financial planning to individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities through a multi-advisor platform. The firm employs a mix of fundamental and technical analysis with proprietary models and tactical overlays, uses sub-advisors for specialized strategies, and integrates AI tools to support its research and operations.

Jeffrey Dowden is a CFA® charterholder with 24 years of industry experience, currently serving at Wallington Asset Management since 2007. He holds Series 63 and Series 65 licenses and is based in Indianapolis, IN. Wallington Asset Management is a team-based SEC-registered investment adviser managing over $1.3 billion in discretionary assets. The firm provides portfolio management, financial planning, and retirement plan consulting to a range of clients, using a multi-factor approach for equity selection and macroeconomic analysis for fixed-income portfolios.

John Crawford is a financial advisor with Intrepid Financial Planning Group, LLC in Carmel, IN, holding 26 years of industry experience. He has been with Intrepid Financial Planning Group since 2000. Intrepid Financial Planning Group provides discretionary, fee-based investment management to a diverse range of clients including individuals, families, business entities, trusts, estates, pension and profit-sharing plans, and charitable trusts. The firm employs a strategic asset allocation approach grounded in Modern Portfolio Theory, emphasizing diversification, tax efficiency, and cost control while managing approximately $355 million in client assets.

Kyle Thompson is a CFP® with 15 years of industry experience, currently serving as an advisor at Market Street Wealth Management Advisors, LLC since 2015. He holds a Series 65 license and acts as trustee of the Indy SH Revocable Living Trust. Market Street Wealth Management Advisors provides discretionary investment management, financial planning, and retirement plan consulting to individuals, businesses, foundations, pension plans, and charitable organizations. The firm manages approximately $711 million in assets across a nine-advisor team and emphasizes asset-allocation driven portfolios using mutual funds and ETFs, ongoing monitoring, and a variety of service options.

Jordan Zody is a Series 65-licensed advisor with Financial Enhancement Group in Anderson, Indiana. He joined the firm in 2025 after working in education for seven years, including roles at Grace College and Shenandoah schools. Financial Enhancement Group provides discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a blend of fundamental and technical analysis with proprietary research and tactical overlays, along with AI tools and specialized sub-advisors, to manage portfolios across various asset classes.