Park Leacock is a financial advisor at Monument Advisers with four years of industry experience. He holds a Series 65 designation and previously worked at Teeple Wealth Management, Belle Tire, and State Farm. Outside of advising, he is the founder and president of Imperium Coffee House LLC, a café in Brownsburg, Indiana, and also leads Smith & Leacock, LLC, a holding company related to a coffee patent. Monument Advisers is a fee-only investment management and financial planning firm serving individuals, high-net-worth clients, charitable organizations, pooled vehicles, and corporate clients. The firm uses asset-allocation principles and modern portfolio theory to construct portfolios with a mix of passive and active funds, offering both discretionary and non-discretionary management along with values-based investing options.

Donald Phelan is a financial advisor with Williamson Legacy Group, LLC in Carmel, IN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His previous roles include positions at Wells Fargo Clearing, Axxcess Wealth Management, and A. G. Edwards & Sons. He serves as president of the Economic Development Committee for the Town of Fishers, IN. Williamson Legacy Group provides personalized financial planning and investment advisory services to individuals, families, trusts, and qualified retirement plans. The firm combines fundamental and technical analysis with client-specific financial plans to tailor portfolio strategies, managing over $183 million in discretionary assets.

Tyler Wyss is a financial advisor at Golden Reserve Retirement, LLC with four years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Howard Bailey Financial, Charles Schwab & Co., Inc., Westpoint Financial Group, Cunningham Agency, and Walls Down Ministry. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, emphasizing long-term trading, diversification, and the use of passive, low-cost investments. The firm integrates affiliated estate planning and tax services within a negotiated fixed annual fee structure.

Elizabeth Ritz is a financial advisor at Gimbal Financial, LLC in Carmel, Indiana, with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Thurston Springer Financial since 2021 and previously at Bristal Lane Group. Prior to her financial services career, she spent 16 years at College Park Church. Gimbal Financial serves individuals, trusts, estates, small businesses, and retirement plans, offering discretionary asset management through a wrap-fee program, retirement plan consulting, and variable annuity consulting. The firm uses diversified investment allocations tailored to client objectives and conducts regular account reviews considering economic conditions and market volatility.

Benjamin Hecht is a financial advisor with Williamson Legacy Group, LLC in Carmel, Indiana. He holds a Series 66 designation and has 11 years of industry experience. Prior to joining Williamson Legacy Group in 2022, Hecht worked at Axxcess Wealth Management and Wells Fargo Clearing. He is also licensed as an insurance agent and sells life insurance products on a commission basis. Williamson Legacy Group provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a client-specific financial planning process combined with both fundamental and technical analysis to develop long-term portfolio strategies, managing approximately $183 million in discretionary assets for roughly 343 clients.

Kathleen Hudock is a financial advisor at Pekin Hardy Strauss, Inc. in Carmel, IN, holding Series 65 and Series 66 licenses with nine years at Pekin Hardy Strauss and one year of prior experience at TD Ameritrade. Pekin Hardy Strauss, Inc. provides investment management, financial planning, and retirement plan services to individuals, pension plans, charitable organizations, and corporations. The firm employs a fundamental analysis approach with consideration of ESG factors, utilizing a range of instruments and strategies—including derivatives and pooled investment vehicles—to tailor portfolios to client objectives and risk tolerances.

Jeanette Mccormick is a financial advisor with Williamson Legacy Group, LLC in Carmel, IN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Axxcess Wealth Management. She serves as chapter treasurer for the charitable organization Tri Kappa. Williamson Legacy Group offers personalized financial planning and investment advisory services to individuals, families, trusts, estates, and qualified retirement plans. The firm employs both fundamental and technical analysis to develop customized portfolio strategies and manages approximately $183 million in discretionary assets across a team of five advisors.

Thomas Adamczyk is a financial advisor with Intrepid Financial Planning Group, LLC in Carmel, IN, holding a Series 63 designation and 25 years of industry experience. He has worked at Intrepid Financial Planning since 2000 and concurrently operates Adamczyk & France CPA, P.C. since 1987. Intrepid Financial Planning Group provides discretionary, fee-based investment management to a diverse client base including individuals, families, trusts, and pension plans. The firm employs a strategic asset allocation approach incorporating Modern Portfolio Theory principles, emphasizing diversification, tax efficiency, and cost control, while managing about $355 million in client assets.

Philip Byers Jr. is a financial advisor with Gimbal Financial, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Citigroup Global Markets, Morgan Stanley, and Raymond James Financial. He is also the owner of Phil Byers, LLC, a non-investment-related support company. Gimbal Financial, a six-advisor team, manages discretionary wrap-fee accounts for individuals, trusts, estates, small businesses, and retirement plans. The firm uses diversified portfolios aligned with client objectives and conducts annual account reviews considering economic and market conditions.

Keith Tyner is a financial advisor with Gimbal Financial, LLC in Carmel, Indiana, holding a Series 63 license and over 40 years of industry experience. He has worked at Gimbal Financial since 2012 and previously spent 16 years with LPL Financial, LLC. In addition to his advisory role, Tyner is the author of the book *Financial Survivors*. Gimbal Financial serves individuals, trusts, estates, small businesses, retirement plans, and certain brokerage customers of Mutual Securities. The firm offers discretionary wrap-fee asset management, retirement plan consulting, and variable annuity consulting, using diversified allocations across multiple asset classes and conducting account reviews at least annually.

Stacy Phillips is a financial advisor at Four Quadrant Wealth Advisors, Inc. with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Sagepoint Financial, Inc. and WSI, Inc. dba Creative Planning Strategies. Four Quadrant Wealth Advisors serves individual and high-net-worth clients, as well as professional partnerships, corporations, and medical and dental practices, providing personalized financial planning and discretionary portfolio management. The firm tailors advice using a mix of analytical methods and implements diversified portfolios while offering ongoing account monitoring and specialized services for business entities and practice transition planning.

John Wildern is a CFP® professional with 25 years of industry experience. He is currently with Legacy Financial Advisors, Inc., where he has worked since 2024. His prior roles include positions at FORVIS Wealth Advisors, LLC, Inspire Investing, LLC, Fidelity Brokerage Services LLC, and NorthCoast Asset Management LLC, among others. Wildern also serves as president of LIFE Advisor Group, a business consulting firm. Legacy Financial Advisors is a multi-advisor team managing approximately $1.5 billion in client assets for about 1,000 clients. The firm serves individuals, families, closely held businesses, retirement plans, estates, trusts, and charitable organizations, offering financial planning, estate planning, risk management, and discretionary portfolio management with an emphasis on diversification and asset allocation across traditional and alternative investments.

Tiffany White is a CFP® at Halter Ferguson Financial Inc with 11 years of industry experience. She has been with Halter Ferguson Financial since 2007. Halter Ferguson Financial provides fee-only financial planning and discretionary portfolio management to a diverse range of clients, including individuals, families, small businesses, trusts, charitable organizations, and employer-sponsored plans. The firm’s investment approach is driven by fundamental analysis and client-specific investment policy statements, with specialized offerings such as a branded options strategy program and involvement in a privately offered fund.

Kal Owen is a financial advisor with Four Quadrant Wealth Advisors, Inc. in Carmel, IN, holding a Series 66 designation and six years of industry experience. Prior to joining Four Quadrant Wealth Advisors in 2021, he worked at several firms including First Command Advisory Services and PerMar Security. Owen also serves as a sergeant and production controller in the Indiana Army National Guard, a role he has held since 2010. Four Quadrant Wealth Advisors serves individual and high-net-worth clients as well as professional partnerships, corporations, and medical and dental practices. The firm offers personalized financial planning and discretionary portfolio management, using a variety of analytical methods and a range of securities to tailor advice to clients’ objectives and risk tolerance.

Hilary Hendershott is a CFP® and Series 65 credentialed advisor with 18 years of industry experience. She is the managing member and investment adviser representative at Hendershott Wealth Management, LLC, where she has worked since 2014. Hilary previously worked at Bhpr Equity Research Corp and operated Hilary Hendershott Financial, LLC. Hendershott Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $305.8 million in client assets. The firm provides primarily non-discretionary portfolio management, financial planning, and consulting services through a combination of firm model portfolios, third-party asset managers, and specialized programs such as Ignite Investing for smaller accounts.

Kyle Marburger is a financial advisor at Wealth Advisory Solutions, LLC with nine years of industry experience. He holds a Series 65 credential and has worked at firms including Sterling & Stein Financial Services and O'Neill Asset Management, where he also served in office support and insurance services roles. Wealth Advisory Solutions, LLC provides financial planning, investment consulting, and asset management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a process that starts with thorough fact-finding and a written financial plan, implementing strategies using a mix of fundamental and technical analysis with strategic and tactical asset allocation.

Greg Haney is a financial advisor with Intrepid Financial Planning Group, LLC in Carmel, IN, holding a Series 63 designation and 26 years of industry experience. He has been with Intrepid Financial Planning since 1999 and also operates Haney CPA Group, a CPA firm based in Indianapolis, where he has worked for over 40 years. Additionally, he is the owner and CEO of H&G Inc., a holding company located in Indianapolis. Intrepid Financial Planning Group provides discretionary, fee-based investment management to a diverse client base including individuals, families, trusts, and pension plans. The firm employs a strategic asset allocation approach incorporating Modern Portfolio Theory principles, focusing on diversification, tax efficiency, and cost control, and manages approximately $355 million in client assets.

Douglas Shrieve is a financial advisor at Gimbal Financial, LLC with 27 years of industry experience. He holds Series 63 and 66 licenses and has worked previously at LPL Financial and A. G. Edwards & Sons. Outside of his advisory role, his firm sells a published book titled *Financial Survivors* authored by a colleague. Gimbal Financial serves individuals, trusts, estates, small businesses, retirement plans, and certain brokerage customers, offering discretionary asset management, retirement plan consulting, and variable annuity consulting. The firm manages wrap-fee accounts using diversified allocations and performs annual reviews, operating as a six-advisor team managing approximately $290 million across 380 clients.

Jason Smith is a financial advisor with Four Quadrant Wealth Advisors, Inc. in Carmel, IN. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 22 years with Four Quadrant Wealth Advisors. Outside of his advisory role, he is the CEO and owner of a dental practice consulting business and volunteers on the finance committee of a nonprofit organization. Four Quadrant Wealth Advisors is a seven-advisor team managing approximately $219 million in discretionary client assets. The firm serves individuals, including high-net-worth clients, as well as professional partnerships and business entities, employing a tailored investment approach that incorporates fundamental and technical analysis along with various asset strategies.

Mark Lux is a financial advisor with Parkwoods Wealth Partners, LLC in Carmel, IN, holding a ChFC® designation and Series 63 and 65 licenses, with 18 years of industry experience. He previously worked for Shoreline Asset Management, LLC for 10 years and has operated Mark E Lux Insurance Inc. since 1988. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations with investment management, retirement plan consulting, and financial planning. The firm’s long-term investment approach is based on Modern Portfolio Theory and efficient-market principles, utilizing diversified portfolios primarily composed of mutual funds, ETFs, and fixed-income ladders.