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 at Parkwoods Wealth Partners, LLC with 18 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Parkwoods Wealth Partners in 2025, he spent ten years at Shoreline Asset Management, LLC and has operated Mark E Lux Insurance Inc. since 1988. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations by providing investment management, retirement plan consulting, and financial planning. The firm uses a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, incorporating diversified portfolios primarily through mutual funds, ETFs, and fixed-income strategies.

Charles Grigsby is a CFP® with five years of industry experience, currently serving at Forum Private Client Group since 2020. Prior to that, he worked for seven years at Forum Credit Union and is a member of its 401(k) Investment Committee. He holds life and health insurance licenses in Indiana. Forum Private Client Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts. The firm offers customized planning and portfolio construction using mutual funds, ETFs, individual securities, and third-party sub-advisers, regularly reviewing performance to support client investment decisions.

Matthew Wilson is a financial advisor at Storen Financial with six years of experience at the firm and additional industry experience dating back to 2009. He holds Series 65 and Series 63 licenses and has previously worked at Simplicity Investments, Inc., Oxford Financial Group, LTD, and WSA Pension Services/Canterbury Benefits Solutions/Skyburz Pension Group. Storen Legacy Partners, LLC is a multi-advisor registered investment adviser managing approximately $438 million for individuals, trusts, estates, employer retirement plans, and corporate entities. The firm employs a disciplined investment process combining fundamental and technical analysis with modern portfolio theory, utilizing a range of strategies including ETFs, mutual funds, alternatives, direct indexing, and digital assets.

Greg Storen is a financial advisor with Storen Financial in Zionsville, Indiana, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at LPL Financial, Brass Tax Wealth Management, and Invest Financial Corporation. In addition to advisory work, he is involved in tax preparation and CPA services through his own tax and financial group. Storen Legacy Partners, LLC, where he is a managing member, provides portfolio management, retirement plan consulting, and financial planning services to institutional and pooled-investment clients. The firm combines in-house portfolio oversight with third-party manager selection and discretionary authority to tailor investment strategies across public and private securities.

Matthew Smith is a financial advisor with Halter Ferguson Financial Inc in Carmel, IN, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Halter Ferguson in 2023, he was a managing member of Good Soil Investment Management, LLC from 2021 to 2023, and previously worked at CMS Energy Corporation for eight years. He maintains a minority ownership interest in Good Soil Investment Management. Halter Ferguson Financial provides fee-only financial planning and discretionary portfolio management to individuals, families, small businesses, trusts, charitable organizations, and employer-sponsored plans. The firm’s investment approach is based on fundamental analysis and customized investment policy statements, offering diversified strategies alongside a specialized “REBELLIONAIRE” program that includes concentrated positions and options strategies.

Elizabeth Sturgeon is a financial advisor at Wealth Advisory Solutions, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney and Intelligent Design Advisors, LLC. Outside of her advisory role, she serves as president and a board member of Heath Farms Inc., an agricultural business. 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 personalized approach that includes developing written financial plans and Investment Policy Statements, and uses strategic and tactical asset allocation with a combination of fundamental and technical analysis.

Brent Emerick is a CFP® with 26 years of industry experience, currently serving at Harvest Investment Services, LLC since 2023. His prior experience includes roles at Wealth Advisory Solutions, LLC and Comprehensive Financial Planning Services Corp., where he has worked since 1984. Harvest Investment Services, LLC provides portfolio management, financial planning, pension consulting, and other advisory services to a diverse client base including individuals, retirement plans, trusts, and charities. The firm employs a multi-advisor team structure and manages approximately $534 million in client assets using actively managed tactical strategies and a variety of analytical approaches.

Kiran Sharma is a financial advisor with Storen Financial, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining Storen Financial, Sharma worked at The Huntington Investment Company and LPL Financial. In addition to advisory services, Sharma is involved in tax preparation and accounting through Storen Financial. Storen Legacy Partners, LLC provides portfolio management, retirement plan consulting, and financial planning services to institutional and pooled-investment clients. The firm offers both discretionary and non-discretionary management, combining in-house oversight with third-party managers and a TAMP arrangement to manage and monitor client portfolios.

Bryan Fawcett is a financial advisor at Four Quadrant Wealth Advisors, Inc. in Carmel, IN, holding a Series 65 designation with two years of industry experience. He previously worked at Thrivent Advisor Network, LLC dba PalomarWealth and Kershner Trading Group. 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 uses a variety of analytical methods to tailor advice to clients’ objectives and risk tolerance, managing portfolios with mutual funds, ETFs, equities, and fixed-income instruments.

Ronnie Jackson is a CFA® charterholder and Series 63 licensee with 13 years of industry experience. He is currently affiliated with Storen Financial and Storen Legacy Partners, LLC in Zionsville, IN. His prior experience includes roles at Allianz Life Financial Services, Ameriprise Financial Services, LPL Financial, and Brass Tax Wealth Management. Jackson serves on the finance committee of the Zionsville Parks Foundation. Storen Legacy Partners, LLC provides portfolio management, retirement plan consulting, and financial planning services to institutional and pooled-investment clients. The firm combines in-house portfolio oversight with access to third-party managers and retains authority over manager selection and monitoring, delivering both discretionary and non-discretionary investment management.

Jenel Darland is a financial advisor with Halter Ferguson Financial Inc. holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to joining Halter Ferguson Financial, she worked at Mercer Global Advisors Inc., PwC, and Raymond James Financial Services. Halter Ferguson Financial Inc. offers fee-only financial planning and discretionary portfolio management to individuals, families, small businesses, trusts, charitable organizations, and employer-sponsored plans. The firm’s investment approach relies on fundamental analysis and client-specific investment policy statements, with a focus on diversified, intermediate-to-long-term strategies and a specialized program incorporating options strategies for select clients.

Michael Shrift is a financial advisor with Monument Advisers in Carmel, IN, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Aspire Health Indiana, MML Investors Services, LLC, MassMutual Life Insurance Company, and Community Health Network. Monument Advisers is a fee-only firm serving individuals, high-net-worth clients, charitable organizations, pooled vehicles, and corporate clients with discretionary and non-discretionary portfolio management. The firm uses asset-allocation principles and modern portfolio theory, combining passive and active funds with a long-term holding approach while offering values-based investing options such as socially responsible and Biblically Responsible Investing.

Bradford Ferguson is a CFA® charterholder and holds a Series 65 license with 20 years of experience in the financial industry. He has been with Halter Ferguson Financial Inc since 2005, where he works as part of a seven-advisor team based in Carmel, IN. Halter Ferguson Financial Inc provides fee-only financial planning and discretionary portfolio management to individuals, families, small businesses, trusts, charitable organizations, and employer-sponsored plans. The firm employs fundamental analysis guided by client-specific investment policy statements and offers a range of strategies including a branded program that utilizes concentrated positions and options strategies.

Raquel Schiavon is a financial advisor at Proxy Wealth Advisors LLC with a Series 65 designation and one year of industry experience. She previously worked as a self-employed professional and currently manages an English teaching program for non-English speakers at Internexus Indiana. Proxy Wealth Advisors LLC provides fee-based discretionary portfolio management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy and serves a diverse client base, including foreign individuals with specialized immigration-related financial planning.

Douglas Bales is a financial advisor with Intrepid Financial Planning Group, LLC in Carmel, IN, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with Intrepid Financial since 2000. Outside of his advisory role, he is involved with Whitinger Financial Advisors in Muncie, IN, focusing on retirement and financial planning. Intrepid Financial Planning Group, LLC provides discretionary, fee-based investment management to a diverse client base including individuals, families, trusts, pension plans, and charitable trusts, managing approximately $355 million in client assets. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, emphasizing diversification, tax efficiency, and cost control, and maintains coordinated services with affiliated tax and accounting professionals.

Anthony Arnett is a financial advisor with Dominion Portfolio Management, Inc. He holds a Series 66 designation and has less than one year of industry experience. Prior to joining Dominion, he worked in various roles including at Crowe LLP and Kepler Consulting. Dominion Portfolio Management, Inc. offers fee-based portfolio management services to individuals, high-net-worth clients, and businesses, specializing in discretionary and non-discretionary management of accounts invested in individual securities, ETFs, and mutual funds. The firm employs multiple analysis techniques and provides ongoing account monitoring with options for household aggregation and third-party money managers.

Ronald Campbell is a CFP® and Series 63 credentialed advisor with over 31 years of industry experience. He has been with Intrepid Financial Planning Group, LLC since 1998 and has operated his own CPA and attorney practice since 1984, offering tax and accounting services alongside financial planning. Intrepid Financial Planning Group, LLC provides discretionary, fee-based investment management to individuals, families, business entities, trusts, estates, pension and profit-sharing plans, and charitable trusts. The firm employs a strategic asset allocation approach grounded in Modern Portfolio Theory, emphasizing diversification, tax efficiency, and cost control, and manages approximately $355 million in client assets.

Caleb Tyner is a financial advisor with Gimbal Financial, LLC, holding Series 65 and Series 66 licenses. He has one year of industry experience and previously worked at DOZ and has been involved in educational roles at Murray State School of Business and Murray State University. 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 employs diversified investment allocations and conducts annual account reviews, managing approximately $290 million for about 380 clients.

Grady Gaynor is a financial advisor with Indie Asset Partners, LLC in Carmel, IN, holding a Series 66 designation and 23 years of industry experience. He has been with Indie Asset Partners since 2010. Outside of his advisory role, Mr. Gaynor is a member of Indie Diversified Partners, LLC and has experience as an independent insurance agent. Indie Asset Partners provides financial planning, portfolio management, multi-family office, and retirement plan advisory services to individuals, high-net-worth clients, retirement plan fiduciaries, and private investment funds. The firm manages portfolios using a range of investment vehicles and is notable for its affiliated-fund platform and cross-disciplinary affiliation with a law firm.