Brian Hamel is a CFP® professional with 34 years of industry experience. He is currently with RetireMitten Financial LLC, where he has worked since 2025, and previously spent 12 years with Schwab Wealth Advisory and Charles Schwab. Outside of his advisory work, Hamel is a principal of Blueforce Investors, LLC, a firm engaged in income-producing real estate investments. RetireMitten Financial LLC serves individual and high-net-worth clients, trusts, corporations, and multi-generational families by providing discretionary investment management and written financial planning services. The firm’s investment approach emphasizes passive portfolio construction using stocks and ETFs, guided by client-specific investment policies and periodic reviews.

David West is a CFA® charterholder and the sole advisor at West Advisors, Inc. in Fishers, Indiana, with 14 years of experience in the financial industry. He has been with West Advisors since 2005. West Advisors serves individuals, high-net-worth clients, trusts, retirement plans, and tax-exempt organizations by providing financial consulting, investment management, and select non-advisory services. The firm employs a fiduciary approach, using Modern Portfolio Theory-based asset allocation with tax-sensitive strategies and a mix of passive and active investments, and conducts regular account reviews with written client reports.

Jonathan Herndon is a CFP® professional with eight years of industry experience. He has been with Elser Financial Planning, Inc. since 2015. The firm is a fee-only advisory team of 13 advisors based in Indianapolis, IN. Elser Financial Planning, Inc. provides personalized financial planning and portfolio management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a long-term, Modern Portfolio Theory–based approach using low-cost mutual funds and ETFs, with a mix of discretionary and non-discretionary asset management, including the use of third-party access for held-away retirement accounts.

Richard Cooke is a CFP® with 10 years of industry experience. He currently serves as a financial advisor at Abundo Wealth and has previously worked at firms including 2Point0 Financial, Vincere Wealth Management, Edward Jones, and Fidelity. Outside of finance, he operates a travel agency assisting clients with booking and support. Abundo Wealth provides comprehensive financial planning and non-discretionary investment advisory services to individual clients through a client portal, focusing on topics such as cash flow, retirement, and estate planning. The firm employs a passive, low-cost index fund investment approach and structures its advisory services on a subscription basis without requiring asset minimums.

Ryan Collier is a financial advisor with Bedel Financial Consulting Inc in Indianapolis, IN. He holds Series 63, 65, and 66 licenses and has 16 years of industry experience. He has been with Bedel Financial Consulting since 2006. Bedel Financial Consulting provides customized portfolio management and financial planning services to private individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm is a fee-only registered investment adviser that manages accounts on a discretionary basis and employs a combination of fundamental, technical, and quantitative analysis across a wide range of investment strategies, including the use of derivatives and margin.

Nathaniel Miller is a financial advisor at The Wellington Grp LLC with 25 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Purshe Kaplan Sterling Investments, Guardian Life Insurance, and Park Avenue Securities. He is a minority owner of Wellington Group Ventures, LLC, a holding company. The Wellington Group provides wealth planning, financial planning, consulting, and portfolio management services to individuals, high-net-worth clients, and small businesses. The firm employs a team structure and blends passive and active management, emphasizing client-specific investment policies and continuous monitoring.

Jordan Davan is a CFP® professional at Monon Wealth Management with 12 years of industry experience. He previously worked at Charles Schwab for 12 years before joining Monon Wealth Management. Davan is also a licensed insurance agent involved in insurance sales and the implementation of insurance recommendations. Monon Wealth Management is a team of seven advisors managing approximately $547 million for about 505 clients, including individuals, trusts, estates, businesses, and employer retirement plans. The firm provides comprehensive wealth management services, combining investment management, financial planning, retirement plan advisory, and related consulting.

Catherine Sullivan is a CFP® professional with seven years of experience in financial advising, currently with Bedel Financial Consulting Inc. She has been with Bedel since 2016. Bedel Financial Consulting provides customized portfolio management and financial planning services to individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm is a fee-only registered investment adviser that manages client accounts primarily on a discretionary basis under a fiduciary standard, employing a combination of fundamental, technical, and quantitative analysis across a broad range of investment strategies.

Monica Ross is a Series 65 licensed financial advisor with Financial Enhancement Group, where she has worked since 2024. She has 16 years of industry experience, including a 15-year tenure at BMO Bank prior to joining Financial Enhancement Group. 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 integrates fundamental and technical analysis with proprietary research and tactical overlays, employs specialized sub-advisors, and utilizes AI tools to support its multi-advisor platform.

Chad Bailey is a financial advisor at Intrepid Financial Planning Group, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with the firm since 2010. Intrepid Financial Planning Group provides discretionary, fee-based investment management to a diverse client base including individuals, families, business entities, trusts, estates, pension and profit-sharing plans, and charitable trusts. The firm’s investment approach focuses on strategic asset allocation, diversification, tax efficiency, and cost control, offering customized portfolios managed on a discretionary basis.

Tammy Marrs is a Series 65 licensed advisor with 13 years of industry experience, currently with Forum Private Client Group since 2012. She holds a life and accident health insurance license and serves as President of the Board of Directors for Emergency Family Homeless Shelter. Forum Private Client Group offers wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts, utilizing customized planning combined with quantitative and technical analysis across various investment vehicles.

John Hutchens is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of experience in the financial services industry. He is currently affiliated with Monon Wealth Management and has previously worked at firms including Purshe Kaplan Sterling Investments, Wells Fargo Advisors, and Fifth Third Securities. Hutchens is also a licensed insurance agent involved in the implementation of insurance recommendations. Monon Wealth Management is an SEC-registered advisory team of seven advisors managing approximately $547 million for around 505 clients. The firm serves individuals, trusts, estates, businesses, and employer retirement plans with a wealth management approach that integrates investment management, financial planning, and retirement plan advisory services.

Douglas Oneill is a financial advisor with Market Street Wealth Management Advisors, LLC in Indianapolis, IN. He holds Series 65 and Series 66 licenses and has 13 years of industry experience. His prior experience includes nine years and four years at Raymond James & Associates, before joining Market Street Wealth Management Advisors in 2021. Market Street Wealth Management Advisors serves individual and institutional clients, including high-net-worth households, retirement plans, foundations, and charitable organizations. The firm focuses on customized portfolio construction and ongoing asset-allocation oversight, using mutual funds, ETFs, Vanguard Personalized Indexing, and select independent managers.

Christopher Bahena is a financial advisor with Financial Enhancement Group in Anderson, Indiana. He holds a Series 65 designation and has one year of industry experience. Prior to joining Financial Enhancement Group, he worked at Purdue Federal Credit Union for six years. Financial Enhancement Group provides discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities through a multi-advisor platform. The firm uses a combination of fundamental and technical analysis, proprietary research models, tactical overlays, specialized sub-advisors, and AI tools to tailor investment strategies across various asset classes.

Chase Mitchell is a Series 65 licensed financial advisor with Intrepid Financial Planning Group, LLC in Carmel, Indiana. He has one year of experience in the financial industry. Prior to joining Intrepid, he held various roles in retail and education sectors, including positions at Costco Wholesale and Ivy Tech State College, and was involved with Hickeys Shaved Ice. Intrepid Financial Planning Group, LLC provides discretionary, fee-based investment management to a diverse client base including individuals, families, trusts, and pension plans. The firm emphasizes strategic asset allocation and diversification while managing approximately $355 million in client assets through customized portfolios.

Anthony Fiorillo is a financial advisor with Asset Management Strategies, Inc. in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Asset Management Strategies since 2005 and concurrently works with the Division of Continuing Studies at IUPUI. Asset Management Strategies, Inc. serves a wide range of clients including individuals, pension plans, trusts, charitable organizations, small businesses, and institutional clients. The firm provides personalized financial planning and investment management with an emphasis on asset allocation using a trend-following approach primarily through passive index funds and ETFs.

Zachary Unger is a financial advisor at Financial Enhancement Group with a Series 65 credential and four years of industry experience. He has been with Financial Enhancement Group since 2020 and previously worked at Indiana Wesleyan University and Meijer. Financial Enhancement Group provides discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities through a multi-advisor platform. The firm employs fundamental and technical analysis alongside proprietary research models and tactical overlays, and utilizes sub-advisors and AI tools to support its investment and operational processes.

Thomas Cates is a financial advisor with The Wellington Grp LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior experience includes roles at Park Avenue Securities LLC and Guardian Life Insurance Co. of America. He is the sole owner of Cates Wealth Management LLC, an entity established for managing financial business income for tax purposes. The Wellington Group provides wealth planning, consulting, and investment management services to individuals, high-net-worth clients, and small business entities. The firm manages portfolios using a combination of active and passive strategies across various asset classes and may allocate assets to third-party managers or pooled investment vehicles when appropriate.

Meredith Carbrey is a CFP® professional with 18 years of industry experience, currently serving at Bedel Financial Consulting Inc since 2007. She is based in Indianapolis, IN, and is part of a team of 19 advisors at the firm. Bedel Financial Consulting provides customized portfolio management and financial planning services to private individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm operates as a fee-only, registered investment adviser and employs a diverse investment process that includes fundamental, technical, and quantitative analysis, utilizing various instruments and strategies such as derivatives and margin transactions under a fiduciary standard.

Stephanie Wilson is a CFP®-certified financial advisor with 19 years of industry experience. She is currently with Monon Wealth Management and has previously worked at Purshe Kaplan Sterling Investments, Wells Fargo Advisors, and FIFTH THIRD SECURITIES. Outside of her advisory role, she is a licensed insurance agent and serves as a notary public in Indiana. Monon Wealth Management is a team of seven advisors managing approximately $547 million for over 500 clients, including individuals, trusts, estates, and employer retirement plans. The firm provides comprehensive wealth management through a combination of investment management, financial planning, and consulting, employing a long-term investment approach with diversified portfolios that include ETFs, mutual funds, stocks, and bonds.