Michael Puckett is a CFP® professional with 21 years of industry experience, currently serving at CFG Wealth Management Services Inc in Indianapolis, IN. He has been with CFG Wealth Management Services since 1983. Outside of his advisory role, he is the managing member of MDP Professional Services, LLC, which provides outsourced financial planning services. CFG Wealth Management Services offers advisory services to individuals, pension and profit-sharing plans, and businesses. The firm focuses on customized investment policy statements, discretionary portfolio management using mutual funds and ETFs, and emphasizes client communications through educational support and reporting.

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.

Antenielle Bell is a financial advisor with Harbour Wealth Partners, Inc. in Indianapolis, IN, holding Series 63 and Series 66 credentials and having 20 years of industry experience. She has worked with Harbour Wealth Partners since 2014 and has been associated with LPL Financial since 2012. Harbour Wealth Partners provides financial planning, business advisory, and Personal CFO services primarily to individuals, families, pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on planning-centric, long-term advice emphasizing portfolio risk, tax considerations, and tailored consulting without offering ongoing portfolio management or charging asset-based fees.

Jason Rasp is a financial advisor with RASP Wealth Solutions, LLC, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He worked at UBS Financial Services Inc. from 2015 to 2023 before joining RASP Wealth Solutions. RASP Wealth Solutions provides personalized financial planning and investment management services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm’s investment approach involves a detailed client assessment and combines fundamental, quantitative, and technical analysis, generally favoring a long-term strategy with flexibility for shorter-term trades when appropriate.

Ross Welch is a financial advisor with Harbour Wealth Partners, Inc. in Indianapolis, IN. He holds a Series 66 designation and has three years of industry experience, including work at LPL Financial since 2022. Prior to his advisory role, he gained experience at Wheel Fun Rentals, ESG Security, FedEx, and attended Indiana University Bloomington. Harbour Wealth Partners provides financial planning, business advisory, and Personal CFO services to individuals, families, and business entities. The firm focuses on planning-centric, long-term advice without offering discretionary portfolio management, emphasizing risk, tax considerations, and tailored consulting.

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.

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.

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.

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.

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.

Brian Bischoff is a financial advisor at Bischoff Wealth Management Group, LLC in Greenwood, IN, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with his current firm since 2015. Outside of his advisory role, Bischoff has ownership interests in several local commercial real estate and restaurant businesses. Bischoff Wealth Management Group provides holistic wealth management services including financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $196 million in discretionary assets and uses a combination of mutual funds, ETFs, individual securities, technical and cyclical analysis, and tailored portfolio construction based on client-specific factors.

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.

Dylan Taylor is a Series 65-licensed financial advisor at Spencer Financial Strategies with one year of industry experience. Prior to his current role, he held positions at OfficeSpace Software, TikTok, SecureLink, and Disney Vacation Club. He is also co-owner of Travel by Taylors, LLC, a travel planning and vacation services company. Spencer Financial Strategies serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $17 million in discretionary assets with a two-advisor team. The firm provides discretionary investment supervisory services and non-discretionary consulting, using a mix of fundamental, technical, and cyclical analysis to create diversified portfolios reviewed monthly.

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.

Curtis Reeser is a financial advisor at Werner Financial in Indianapolis, IN, holding Series 65 and Series 63 licenses with 12 years of industry experience. He previously worked at Mass Mutual Investors Services and WestPoint Financial Group. He is also a licensed insurance agent, spending a portion of his time on insurance activities. Werner Financial provides asset management, financial planning, and bookkeeping services to individuals, trusts, estates, corporations, and retirement plans. The firm customizes portfolios and plans based on clients’ goals and risk tolerance, utilizing both fundamental and technical analysis along with documented investment policies.