Andrea Gasaway is a financial advisor at Asset Management Strategies, Inc. with a Series 65 designation and four years of industry experience. She has prior experience working at Bluesafe Financial for 10 years and at Gasaway Business Group for nine years. Asset Management Strategies, Inc. provides personalized financial planning and discretionary investment management to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a trend-following asset allocation approach using passive index funds and ETFs, with accounts typically managed on a discretionary basis and reviewed quarterly.

David Peterson is a financial advisor at Teeple Snyder Newsome Wealth & Tax Management with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. and Married Money Financial Counseling. He also served at Trinity Mennonite Church for eight years. Teeple Snyder Newsome Wealth & Tax Management advises individuals, pension and profit-sharing plans, and business clients, offering asset management, financial planning, ERISA 3(21) advisory services, and tax preparation. The firm focuses on diversified, multi-asset portfolios with strategic allocation and rebalancing, and combines a large non-discretionary asset base with integrated tax and accounting services.

Robert Wetzel is a financial advisor at Bookends Financial Planning with 25 years of industry experience. He holds the Series 66 designation and has worked at Skybridge Investments LLC and Raymond James Financial Services Advisors, Inc. He is also the owner and president of Bookends Realty, LLC, a real estate holding company. Bookends Financial Planning serves individual, retirement plan, and corporate clients, managing approximately $288 million across about 500 clients through a six-person advisory team. The firm provides discretionary and non-discretionary portfolio management, written financial planning reports, and access to wrap fee and separately managed account programs, employing a multifaceted investment approach that includes asset allocation, fundamental and technical analysis, and customized strategies.

Thomas Gross is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of industry experience, currently serving as Vice President and 30% owner of NorthWest Financial Services, Inc. in Indianapolis, where he has worked since 2011. Outside of his advisory role, he owns and operates two small businesses: one that sells livestock supplements and another involving show pigs. NorthWest Financial Services primarily serves individual investors and also works with trusts and estates, providing financial planning and discretionary portfolio management. The firm employs a two-tiered investment approach combining conservative near-term liquidity with longer-term mutual fund allocations, using an active, value-oriented strategy.

Jonathan Russell is a financial advisor at LJI Wealth Management, LLC in Indianapolis, IN, holding a Series 65 designation with 14 years of industry experience. He has been with LJI Wealth Management since 2012. He is also a partner at JHR Pensions, LLC, an affiliated third-party 401(k) administrator. LJI Wealth Management serves individuals, high-net-worth clients, charities, corporations, and pension/profit-sharing plans with wealth management, investment management, financial planning, and retirement plan consulting. The firm manages approximately $1.37 billion in assets and employs a range of investment strategies tailored to client objectives, including the use of ETFs, options, and individually managed accounts.

Rachel Leman is a financial advisor at NorthWest Financial Services Inc in Indianapolis, IN, with nine years of industry experience. She holds the CFP® certification and Series 65 license. Prior to joining NorthWest Financial Services in 2017, she worked at Hawtree & Associates, CPA, and Olivet Nazarene University. NorthWest Financial Services is a team-based registered investment adviser serving individual and high-net-worth clients, as well as trusts and estates. The firm provides comprehensive financial planning, discretionary portfolio management with a value-oriented approach, and ancillary services including tax preparation and insurance needs analysis.

James Morrow is a financial advisor at LJI Wealth Management, LLC with 24 years of industry experience. He holds a Series 66 designation and has been with LJI Wealth Management since 2009. Outside of his advisory role, he serves as a FINRA arbitrator. LJI Wealth Management serves individuals, charitable organizations, corporations, and retirement plans, offering wealth management that integrates investment management, financial planning, and retirement plan consulting. The firm tailors portfolios to client objectives using a range of investment strategies, including fundamental, quantitative, and technical analysis, and manages accounts on both discretionary and non-discretionary bases.

Kent Delph is a CFP® professional with eight years of industry experience. He currently serves as an advisor at Deerfield in Indianapolis, where he has worked since 2026. His prior experience includes roles at Facet Wealth, Evans May Wealth, Integrated Planning and Wealth Management, and Charles Schwab. Deerfield Financial Advisors provides wealth management, investment management, financial planning, and retirement plan consulting services to individuals, trusts, estates, business entities, and retirement plan sponsors. The firm uses a model-based, modified passive investment approach focused on diversification, low-cost funds, and tax-efficient trading, primarily implementing client accounts through Schwab platforms.

Brian Martin is a CFP® with 34 years of industry experience, currently serving as an advisor at Strategic Wealth Partners, Ltd. He previously worked at Securities America Advisors and Securities America Inc. from 2015 to 2023. Outside of his advisory role, Martin is involved with Cambridge Financial Consultants, LLC, where he engages in life insurance and annuity sales. Strategic Wealth Partners, Ltd. serves individuals, pension and profit-sharing plans, foundations, and corporate accounts, providing comprehensive portfolio management, financial planning, retirement plan consulting, and OCIO services. The firm manages approximately $1.3 billion through diversified investment strategies and integrates financial planning into many client relationships.

Bryan Alexander is a financial advisor with Capital Cities Investments in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Capital Cities Investments since 1995 and previously was with Triad Advisors, LLC. Outside of his advisory role, he serves on the Portland Elks Lodge board as Exalted Ruler and is a member of the Jay County Council. Capital Cities Investments serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employee benefit plans with discretionary portfolio management, modular financial planning, and pension consulting. The firm’s investment approach combines asset-allocation modeling with active and passive manager implementation, utilizing tools like Schwab Institutional Intelligent Portfolios and Callan’s UMA platform.

Jesse Sweet is a financial advisor with Charter Advisory Corporation in Indianapolis, holding a Series 66 designation and two years of industry experience. Prior to joining Charter Advisory Corporation in 2025, he worked at LPL Financial and has a background in education, including roles at Marian University College of Osteopathic Medicine and Indiana University Bloomington. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $333 million in client assets and offers both discretionary and non-discretionary portfolio management alongside plan-level ERISA fiduciary services.

Sandesh Arles is a financial advisor at Strive Financial Group, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab and Valeo Financial Advisors. He is also involved as a member of Arles Capital LLC, a holding company for his investment advisory practice. Strive Financial Group, LLC provides discretionary asset management, financial planning, and consulting services to individual and high-net-worth clients, along with ERISA retirement-plan services. The firm uses a combination of quantitative and qualitative analysis to manage portfolios through various strategies, including long-term allocations, trading, options, and alternative investments.

Bradley Owens is a CFP® professional with 21 years of industry experience. He has been with LJI Wealth Management, LLC since 2012. Owens holds life and health insurance licenses. LJI Wealth Management serves individuals, charitable organizations, corporations, and retirement plans, offering wealth management services that include investment management, financial planning, and retirement plan consulting. The firm uses a variety of investment strategies tailored to client objectives and risk tolerances, with portfolios that may incorporate equities, fixed income, ETFs, and specialized approaches such as options and swing trading.

David Webb is a CFP® with 19 years of industry experience, currently serving at Curry Webb Wealth Management LLC. He has led Webb Capital Management, LLC since 2013. Curry Webb Wealth Management is a team-based firm that offers customized financial planning and discretionary investment management primarily to individual investors and trusts. The firm employs a diversified asset allocation strategy using mutual funds and ETFs, supported by regular Investment Committee reviews and integrated financial planning services.

Jason Berkholz is a financial advisor at Teeple Snyder Newsome Wealth & Tax Management in Brownsburg, IN. He holds a Series 65 designation and has recent experience with Teeple Wealth Management, LLC as well as prior roles in education at MSD Washington Township and Brownsburg Community School Corporation. Teeple Snyder Newsome Wealth & Tax Management advises individuals, pension and profit-sharing plans, and business entities, offering asset management, financial planning, ERISA plan services, and tax preparation. The firm emphasizes a goal-focused investment approach, managing most client relationships on a non-discretionary basis and providing affiliated accounting and tax services.

Tanner Boston is a financial advisor with Bookends Financial Planning in Indianapolis, IN. He holds a Series 65 designation and has experience working with Wetzel Investment Advisors, Inc. and Calamos Investments. Bookends Financial Planning serves individual, high-net-worth, retirement plan, and corporate clients, managing approximately $288 million for around 500 clients through a six-person advisory team. The firm combines asset allocation with various analytical approaches and offers discretionary portfolio management, educational workshops, and publishes periodicals for its clients.

Julian Simmerman is a financial advisor at 1834 Investment Advisors Co. in Indianapolis, holding a Series 66 credential with five years of industry experience. His prior roles include positions at Mutual of America Life Insurance Company and J.P. Morgan Securities LLC. 1834 Investment Advisors provides investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients, employing customized portfolio strategies and discretionary management. The firm is a wholly owned subsidiary of Old National Bancorp and collaborates closely with Old National Bank, offering specialized services including private investment consulting and management of defined benefit plans.

Timothy Dukeman is a CFP® professional with seven years of experience currently serving at Teeple Snyder Newsome Wealth & Tax Management. His prior work includes roles at Teeple Wealth Management, LLC, Zaxbys, and Jefferson Media Group. Teeple Snyder Newsome Wealth & Tax Management advises individuals, pension and profit-sharing plans, and business entities, providing asset management, financial planning, ERISA plan services, and tax preparation. The firm manages portfolios primarily on a non-discretionary basis and integrates affiliated accounting and tax services alongside investment management.

Amanda Black is a financial advisor at Capital Cities Investments with 19 years of industry experience. She holds a Series 65 designation and has been with Capital Cities in various capacities since 2006. Amanda serves on the boards of Hanover College and the Zionsville Education Foundation. Capital Cities Investments serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employee benefit plans, offering discretionary portfolio management, modular financial planning, and pension consulting. The firm’s investment process emphasizes asset-allocation modeling with a combination of active and passive managers, using mutual funds and ETFs, along with periodic rebalancing and portfolio monitoring.

Justin Brammer is a financial advisor at Elevated Financial Group in Indianapolis, holding Series 63 and Series 65 designations with nine years of industry experience. His prior roles include positions at Jarred Bunch Consulting, LLC, Invst, Park Ave Securities LLC, and Horizon Planning Group. Outside of advisory work, he serves as an insurance agent and is the managing member of Brammer Financial, LLC, a bookkeeping entity for advisory compensation. Elevated Financial Group serves individual and high-net-worth households as well as retirement plan sponsors, offering discretionary portfolio management, financial planning, retirement-plan consulting, and coordination of private or alternative investments. The firm employs a diversified, technology-supported investment approach managed by a seven-advisor team overseeing regulatory assets above $500 million.