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Maikel D
Series 65
Indianapolis, IN
Eagle Investors LLC
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 S
Series 63, Series 65
Indianapolis, IN
Strong Financial Services
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 S
Series 65
Carmel, IN
Aldebaran Capital, LLC
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 L
Series 66
Carmel, IN
Remnant Wealth
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 H
Series 65
Indianapolis, IN
Titan Investment Management LLC
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 H
Series 63, Series 66
Indianapolis, IN
Mindset Wealth Management, LLC
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 D
Series 66
Fishers, IN
Norwood Economics, Inc.
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 K
Series 63, Series 65
Fishers, IN
Elevate Capital Management, L.L.C.
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 K
Series 66
Carmel, IN
Tower Wealth Partners
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 B
Series 65
Fishers, IN
CBG & Company, Inc.
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 C
Series 65
Carmel, IN
Park + Elm Investment Advisers
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 M
CFP®, ChFC®, Series 66
Cicero, IN
Comprehensive Financial Consultants
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 B
Series 65
Cicero, IN
Comprehensive Financial Consultants
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.
Arthur T
CFP®, Series 63, Series 65
Zionsville, IN
Timpe & Timpe Financial Advisory Services, L.L.C.
Arthur Timpe III is a CFP® professional with 24 years of experience, serving as an advisor at Timpe & Timpe Financial Advisory Services, L.L.C. since 2002. He is also involved with Timpe & Timpe CPA's LLC, a CPA firm providing tax compliance, consulting, and accounting services. Additionally, he is a principal owner of Accountable Payroll, LLC, a payroll service provider to which he may refer clients. Timpe & Timpe Financial Advisory Services serves individual clients, trusts, and employer retirement plans, managing approximately $61 million. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, primarily using mutual funds and ETFs, with portfolios governed by Investment Policy Statements and reviewed quarterly.
Kara H
Series 65
Carmel, IN
Park + Elm Investment Advisers
Kara Hieser is a financial advisor at Park + Elm Investment Advisers with 20 years of industry experience. She holds a Series 65 credential and has worked at Webb Financial Advisors since 2003. Park + Elm Investment Advisers provides discretionary portfolio management, financial planning, and retirement-plan consulting to individual clients and employer-sponsored plans. The firm serves a mix of individual households, including high-net-worth clients, and plan sponsors, using a risk-assessment tool and five model portfolios to guide investment decisions with a long-term, asset-class approach.
Michael M
Series 66
Indianapolis, IN
Trust Investment Advisors
Michael Morrison is a financial advisor with Trust Investment Advisors Wealth Management, LLC, holding a Series 66 designation and 13 years of industry experience. He previously worked at Stifel Nicolaus from 2012 to 2024 before joining Trust Investment Advisors and its affiliated wealth management firm in 2024, where he serves as Senior Vice President of Investments. Trust Investment Advisors Wealth Management, LLC provides comprehensive investment advisory and limited consulting services to individuals, families, business owners, charitable organizations, and private foundations. The firm offers continuous asset management primarily on a non-discretionary basis, utilizing fundamental, technical, and qualitative analysis to develop client strategies and asset allocations.
Ashton B
Series 65
Indianapolis, IN
Titan Investment Management LLC
Ashton Beaver is a Series 65 licensed advisor with Titan Investment Management LLC in Indianapolis, IN. He joined the firm in 2025 and has a background in education, having worked in various teaching roles from 2015 to 2025. 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 combines multiple analysis methods, including fundamental, quantitative, and technical approaches, and offers a range of investment strategies from long-term equity investing to options trading.
Caitlin P
CFP®, Series 66
Zionsville, IN
Tactical Wealth Partners
Caitlin Price is a CFP®-certified financial advisor with Tactical Wealth Partners in Zionsville, IN, bringing one year of industry experience. Her prior roles include positions at WebsterRogers Financial Advisors and Bank of America. Tactical Wealth Partners primarily serves high-earning attorneys at large law firms and their households, providing comprehensive financial planning and investment management. The firm employs a diversified, tax-aware investment approach focused on low-cost mutual funds and ETFs, managing assets largely through Altruist Financial LLC with some legacy third-party arrangements.
Robert M
CFP®, Series 63
Indianapolis, IN
Provider Financial, Inc.
Robert Malmquist is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Provider Financial, Inc. in Indianapolis, Indiana. He has worked at LPL Financial since 1997 and has been with Provider Financial since 2013. Provider Financial, Inc. serves individual and high-net-worth clients through discretionary portfolio management and hourly financial planning. The firm utilizes a combination of fundamental and technical analysis with tactical asset allocation, offering portfolio management exclusively via a wrap-fee program tailored to client goals and restrictions.
Ali S
Series 65
Indianapolis, IN
Zaki Financial LLC
Ali Saltagi is a financial advisor at Zaki Financial LLC with one year of industry experience. He holds a Series 65 designation and has been with Zaki Financial since 2024. Zaki Financial serves individual, charitable, and corporate clients by providing discretionary portfolio management and a range of financial planning services. The firm employs an active investment management approach that combines fundamental analysis with technical and cyclical methods, tailoring account supervision to client objectives, tax considerations, and personal values.
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