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.

Brian Wright is a CFP® with 16 years of industry experience. He is a principal at Wright Planning, LLC and also serves as a business consultant at Wright Accounting Group, LLC. His prior experience includes positions at ARGI Investment Services, LLC and Valeo Financial Advisors. Wright Planning, LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, and small businesses. The firm combines fundamental and technical analysis within a strategic and tactical asset allocation framework, managing client accounts based on objectives, risk tolerance, and tax considerations.

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.

Adam Zoeller is a financial advisor at Genesis Advisors, LLC with a Series 65 credential and two years of industry experience. Prior to joining Genesis Advisors in 2023, he worked at Brad Graber and spent several years with DC Painting, LLC. Outside of his advisory role, Zoeller serves as a Pastoral Assistant at Castleview Church, where he designs curriculum and leads activities for teens. Genesis Advisors, LLC provides investment management, financial planning, and employer-sponsored plan consulting to a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations. The firm typically employs a passive investment approach using index funds and ETFs, combined with fundamental analysis, and manages both discretionary and non-discretionary assets.

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.

John Duncan is a financial advisor at Norwood Economics, Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at firms including Prudential, Larson Financial Group, Transamerica Life Insurance Company, Fidelity Investments, and Bank of America/Merrill Lynch. Norwood Economics provides discretionary portfolio management and financial planning services to individual clients, retirement plans, pooled funds, and cash balance plans. The firm employs an actively managed, multi-asset class investment approach with a value-oriented, bottom-up equity process and delivers research-driven portfolio oversight alongside educational offerings such as a weekly market newsletter and retirement seminars.

Karo Kochounian is a financial advisor with Elevate Capital Management, L.L.C., holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Elevate in 2019, he worked for Institutional Shareholder Services for five years. Outside of advising, Kochounian owns Les Amis Salon et Spa, a hair salon located in San Mateo, California. Elevate Capital Management serves individual and high-net-worth clients with tailored portfolio management and documented investment policy statements. The firm uses multiple analytical methods and a long-term trading orientation to manage diversified portfolios, offering both discretionary and non-discretionary accounts.

Haley Koss is a financial advisor at Tower Wealth Partners with seven years of industry experience. She holds a Series 66 designation and has worked at firms including J Alden Associates, Inc. and Raymond James Financial Services. Outside of her advisory role, she is licensed in insurance, dedicating less than 10% of her business time to this activity. Tower Wealth Partners provides wealth management, investment 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 constructs customized portfolios using mutual funds, ETFs, individual stocks and bonds, combining fundamental and technical analysis with a generally long-term orientation.

Roy Bodinus is a financial advisor at CBG & Company, Inc. with 25 years of industry experience. He has been with CBG & Company since 2008 and holds a Series 65 designation. CBG & Company, Inc. serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, managing approximately $270 million in client assets. The firm combines fundamental and technical analysis with long-term portfolio management and offers integrated accounting and practice-consulting services alongside fiduciary retirement plan solutions.

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.

Christian Mc Gill is a CFP® and ChFC® professional with seven years of experience in the financial services industry. He is currently with Comprehensive Financial Consultants, where he has worked since 2019. His prior experience includes roles at CSI Advisory Services and Taylor University. Outside of financial advising, Mc Gill is involved in livestock businesses, serving as an owner/operator of a livestock raising venture and as treasurer and part owner of Livestock Resources LLC, which operates a national registry for Kiko goats. Comprehensive Financial Consultants provides financial planning, discretionary portfolio management, and retirement-plan consulting for individuals, corporations, charities, and pension plans. The firm employs a portfolio approach that incorporates asset allocation, tactical adjustments, technical analysis, and Modern Portfolio Theory, often managing accounts with discretionary trading authority.

Dallas Baltz is a financial advisor at Comprehensive Financial Consultants with a Series 65 designation and one year of industry experience. Prior to joining the firm, he held roles at Stratus Building Solutions of Indianapolis and Orthodynamics Company, Inc. Outside of financial services, he has been involved with Harbour Trees Golf & Beach Club for several years. Comprehensive Financial Consultants serves individuals—including high-net-worth clients—corporations, charities, and pension and profit-sharing plans. The firm offers financial planning, discretionary portfolio management using proprietary models, and retirement plan consulting, employing strategies such as asset allocation, tactical asset allocation, and modern portfolio theory.