Michael Markiewicz is a financial advisor with RWM Capital, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at Foundations Investment Advisors for eight years and operates Markiewicz Financial LLC, focusing on life insurance and fixed/indexed annuities. RWM Capital, LLC provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm combines tailored asset allocations, model portfolios, sub-advisers, and algorithmic tools across its multi-office structure to manage client relationships and portfolios.

Carl Drury is a financial advisor at Paradiem, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Paradiem since 2014. Paradiem serves individuals, high-net-worth families, and charitable organizations by providing asset management, comprehensive financial planning, and insurance services. The firm emphasizes long-term, fundamental analysis-based investing and offers customized portfolios alongside coordinated planning for tax, estate, and charitable giving considerations.

Anna Dujan is a financial advisor at Harvest Investment Services, LLC with 21 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has been with Harvest since 2016. Her prior experience includes roles at Proequities Inc, Guardian Life, and Concourse Financial Group Securities, Inc. Outside of advisory services, she is involved in insurance sales and marketing activities related to Medicare supplement and annuity products. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions, offering discretionary portfolio management, financial planning, and consulting. The firm uses customized portfolios and model-based strategies, combining active tactical approaches with fundamental, technical, and quantitative analyses.

Thomas Cudahy is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Invst, LLC since 2019. Prior to joining Invst, he worked at NYLife Securities LLC and New York Life Insurance Co from 2013 to 2019. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets and uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios.

Grant Thompson is a CFP® professional with 5 years of industry experience, currently serving at Financial Enhancement Group. His prior experience includes roles at Charles Schwab & Co., Inc. and Thrivent Investment Management Inc. Financial Enhancement Group provides discretionary asset management and financial planning services to a diverse client base including individuals, families, and charitable organizations, utilizing a combination of fundamental and technical analysis, proprietary research models, and tactical overlays to manage portfolios. The firm also employs specialized sub-advisors and AI tools to enhance its investment and operational processes.

Andrew Cornell is a CFP® with 28 years of industry experience, currently serving as an advisor at The Wellington Group LLC since 2024. His prior experience includes roles at Wellington Wealth Strategies, LLC and UBS Financial Services Inc. He is a member of the board of directors for Noblesville Youth Baseball and holds leadership positions with the Riverview Health Foundation, including chairman of the board and chairman of the investment committee. The Wellington Group provides wealth planning, consulting, and investment management services to individuals, high-net-worth clients, and small business entities. The firm uses a combination of active and passive strategies across various asset classes and may allocate to private funds, pooled vehicles, and employ derivatives and option strategies in certain accounts.

Joel Koon is a CFP® professional at Four Quadrant Wealth Advisors, Inc. with four years of industry experience. Prior to joining Four Quadrant in 2022, he held roles at Renewal by Anderson, Layher & Company PC, Topgolf, and Advanced Auto Parts. Four Quadrant Wealth Advisors serves individual and professional clients, including high-net-worth individuals and business entities such as medical and dental practices. The firm applies a tailored investment approach utilizing fundamental and technical analysis across various asset types, managing approximately $219 million in discretionary client assets.

Mathew Ryan is a financial advisor at Bedel Financial Consulting Inc with 12 years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining Bedel Financial Consulting in 2018, he worked for Five years at Four Quadrant Wealth Advisors. Bedel Financial Consulting provides customized portfolio management and financial planning to a range of clients, including individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm employs a fee-only, fiduciary approach and uses a combination of fundamental, technical, and quantitative analysis, with the ability to utilize diverse investment strategies including derivatives and margin transactions.

Nathan Kinney is a financial advisor at FI3 Financial Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked at several firms, including The National Bank of Indianapolis, Capital Cities, L.L.C., and Commonwealth Bank & Trust. Kinney is based in Indianapolis, IN. FI3 Financial Advisors primarily serves high-net-worth individuals and multi-generational families through multi-family office services, including comprehensive wealth planning, tax and estate coordination, and investment management. The firm combines active and passive portfolio management with integrated financial planning and offers private investment vehicles to accredited investors.

Benjamin Weber is a Series 65-licensed advisor with Halter Ferguson Financial Inc., where he has worked since 2020. He has two years of industry experience and previously worked at Valeo Financial Advisors, LLC. His background also includes roles outside financial services, such as with Lyft and Uber. 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 uses fundamental analysis and client-specific investment policy statements to guide decisions, and offers specialized programs including a private fund and options strategies within managed accounts.

Ray Marr is a financial advisor at Quantum Financial Services Inc. with the Series 65 designation and four years of industry experience. He previously worked at SEI Investments for six years before joining Quantum Financial Services in 2021. Outside of advising, he is involved as a limited partner in an agricultural and commercial real estate leasing business. Quantum Financial Services serves individual and high-net-worth clients as well as institutional entities, offering portfolio management, investment consulting, financial planning, and estate planning. The firm employs a blend of fundamental and quantitative analysis and operates primarily on a non-discretionary basis, allowing clients to approve investment selections.

Aaron Pettersen is a CFP® professional with 21 years of experience at NorthWest Financial Services Inc, where he has worked since 1998. He is a 5% owner and shareholder of the firm. Based in Indianapolis, IN, he holds a Series 63 license. NorthWest Financial Services primarily serves individual investors and offers financial planning along with discretionary portfolio management. The firm employs a two-tiered investment approach focused on liquidity preservation and long-term, value-oriented strategies, supported by a team with multiple professional credentials and in-house tax and insurance services.

Evan Bedel is a CFP® professional with 16 years of industry experience. He has been with Bedel Financial Consulting, Inc. since 2009. The firm provides customized portfolio management and financial planning services to individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. Bedel Financial Consulting is a fee-only registered investment adviser that operates under a fiduciary standard and utilizes a combination of fundamental, technical, and quantitative analysis across a wide range of investment strategies.

Derek Sanders is a CFP® and Series 65-registered advisor at Forum Private Client Group with three years of industry experience. Prior to joining Forum in 2023, he worked for Extend Healthcare from 2016 to 2023. Outside of his advisory role, he is involved in managing rental properties. Forum Private Client Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts. The firm combines customized financial planning with portfolio construction across various investment vehicles, employing quantitative and technical analysis while regularly reviewing fund and sub-adviser performance.

Royce Woodley is a CFA® charterholder with Series 65 and Series 63 licenses and has six years of industry experience. He has worked at Wealthspan Partners, LLC since 2026 and previously spent six years at Capital Client Group, Inc. and three years with FactSet. Wealthspan Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm offers discretionary and non-discretionary investment management and financial planning, employing a range of investment vehicles including ETFs, mutual funds, equities, fixed income, options, and private funds for certain clients.

John Coffin is a Series 65-licensed advisor with Financial Enhancement Group, where he has worked for three years. His prior experience includes roles at Alter Domus and Arbon Equipment, as well as five years at Purdue University. Financial Enhancement Group offers discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis, proprietary research models, and tactical overlays, along with specialized strategies and AI tools to enhance portfolio management and client service.

Zachary Giles is a CFP®-certified financial advisor at Elser Financial Planning, Inc. in Indianapolis, Indiana, with five years of industry experience. He previously worked at Charles Schwab and has experience in educational and nonprofit settings, including roles at Franklin Township Community School Corporation and the National Naval Aviation Museum. Elser Financial Planning, Inc. is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, and small businesses. The firm focuses on long-term, Modern Portfolio Theory–based asset allocation using low-cost mutual funds and ETFs, offering both discretionary and non-discretionary management with thorough client involvement.

Nicholas Rosebraugh is a CFP® professional with six years of experience at Bedel Financial Consulting Inc. in Indianapolis, IN. His prior roles include positions at Charles Schwab & Co., Inc., OJM Group, and Forester's Financial. Rosebraugh has also been involved with Puccini's Smiling Teeth Pizza and Pasta. Bedel Financial Consulting provides customized portfolio management and financial planning for individuals, families, trusts, charitable organizations, institutions, and retirement plans. The firm uses a combination of fundamental, technical, and quantitative analysis and offers a range of strategies, including derivatives and margin transactions, while operating under a fiduciary standard.

Christopher Condle is a CFP® with 24 years of experience in financial advisory. He is currently with Elevated Financial Group, a team-based firm in Indianapolis, and has previously worked at Purshe Kaplan Sterling Investments and Invst, LLC. Condle is also involved in insurance sales and serves as managing member of a bookkeeping entity. Elevated Financial Group serves individual and high-net-worth households as well as retirement plan sponsors, providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs diversified investment strategies combining fundamental, quantitative, and technical analysis along with technology-supported oversight.

Jared Ruxer is a financial advisor at Woodley Farra with seven years of industry experience. He holds a Series 65 designation and has worked at Woodley Farra since 2019. Prior to that, he held roles with Unified Group Services, LA Angels, Big League Advance, and KC Royals. Woodley Farra provides discretionary and non-discretionary investment management to individuals, pension plans, trusts, charitable organizations, corporations, and institutional clients. The firm manages equity portfolios focused on larger-capitalization companies and offers income strategies including fixed income and preferred securities, using a four-pronged analysis approach and quarterly account reviews.