Paul Brewer is a financial advisor at Golden Reserve Retirement, LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses with 22 years of industry experience. His prior firms include Fisher Investments, American Funds, LPL Financial, Charles Schwab, Chase Investment Services Corp., and Valic Financial Advisors. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading and diversification with an emphasis on passive, low-cost investments. The firm integrates estate-planning and tax services within its fixed annual fee structure and delivers tailored advice supported by a Roadmap Summary outlining clients’ income, tax, risk tolerance, and investment goals.

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.

R Smith is a CFP® and CFA® charterholder with 19 years of industry experience. He has worked at KCPAG Financial Advisors LLC, Kcpag Insurance Services LLC, Kemper Capital Management LLC, Securities America Inc., and Kemper CPA Group. KCPAG Financial Advisors LLC provides financial planning, portfolio management, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm serves approximately 405 clients with a team of 13 advisors across 27 offices, offering tailored asset management through fundamental analysis, a variety of strategies, and both discretionary and non-discretionary management options.

Katie Fischer is a CFP® professional with 12 years of experience in financial advising. She has been with Market Street Wealth Management Advisors, LLC since 2013, working in their Indianapolis office. Market Street Wealth Management Advisors serves individual and institutional clients, including high-net-worth individuals, businesses, foundations, charitable organizations, and retirement plans. The firm provides discretionary investment management, financial planning, and retirement-plan consulting, utilizing mutual funds, ETFs, third-party sub-advisors, and specialist strategies in its portfolio management.

Tracy Colson is a financial advisor with Woodley Farra in Indianapolis, IN, holding Series 63 and Series 65 licenses and having 18 years of industry experience. Prior to joining Woodley Farra in 2023, she worked at Goelzer Investment Management for seven years and at Campbell And Co CPAs for one year. Woodley Farra provides discretionary and non-discretionary investment management services to a range of clients including individuals, pension plans, trusts, charitable organizations, and institutional mandates. The firm employs a multi-faceted investment approach focusing on equity portfolios of larger-cap companies and offers named strategies such as the Core Value Portfolio and Dividend Portfolio alongside fixed income solutions.

Patrick Roberts is a financial advisor with Market Street Wealth Management Advisors, LLC, holding a Series 65 credential and 11 years of industry experience. He has been with Market Street Wealth Management Advisors since 2015 and previously worked at Veros Partners, Inc. from 2014 to 2015. Market Street Wealth Management Advisors serves individual and institutional clients, including high-net-worth individuals, businesses, foundations, charitable organizations, and retirement plans. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing mutual funds, ETFs, third-party sub-advisors, and specialist strategies as part of its investment approach.

Susan Jones is a Series 65-registered advisor with Financial Enhancement Group in Anderson, IN, where she has worked since 2012. She has seven years of industry experience. Financial Enhancement Group provides discretionary asset management and financial planning to individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities through its multi-advisor platform. The firm uses a combination of fundamental and technical analysis, proprietary research models, and tactical overlays to manage portfolios, and employs AI tools and specialized sub-advisors to support its investment strategies.

Jamie Burton is a financial advisor at Financial Enhancement Group with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Financial Enhancement Group since 2017, following roles at Consider This and Brunette and Associates LLC. 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 utilizes a combination of fundamental and technical analysis, proprietary research models, tactical overlays, and AI tools to manage portfolios and supports specialized strategies through sub-advisors.

Cara Buchanan is a CFP® and holds a Series 66 license with 11 years of industry experience. She is currently with Bedel Financial Consulting Inc, joining in 2025 after roles at Ellenbecker Investment Group and Robert W. Baird & Co. prior to that. Bedel Financial Consulting provides customized portfolio management and financial planning to a range of clients, including individuals, families, trusts, charitable organizations, and institutions. The firm employs a fiduciary standard, utilizes a combination of fundamental, technical, and quantitative analysis, and manages accounts using diverse strategies such as derivatives and margin transactions.

Adriane Kulczar is a financial advisor at Market Street Wealth Management Advisors, LLC in Indianapolis, IN, holding Series 65 and Series 66 licenses with three years of industry experience. Her prior work includes roles at LPL Financial, CX Institutional, and PNC Bank. Market Street Wealth Management Advisors serves individual and institutional clients, including high-net-worth individuals, businesses, foundations, charitable organizations, and retirement plans. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing asset allocation mainly through mutual funds and ETFs, complemented by third-party sub-advisors and specialist strategies.

Seth Grimme is a financial advisor with Financial Enhancement Group, holding a Series 65 credential and six years of industry experience. He has been with Financial Enhancement Group since 2018 and previously worked at IU Kokomo from 2015 to 2018. 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 employs a multi-advisor platform that integrates fundamental and technical analysis, proprietary research models, tactical overlays, and AI tools to manage diversified portfolios and specialized strategies.

Natalia De Ugarte Munoz is a financial advisor at Woodley Farra in Indianapolis, IN, holding a Series 65 designation with two years of industry experience. Her prior roles include positions at Maromo Holdings LP and Stagewood Consortium. Woodley Farra offers discretionary and non-discretionary investment management services to a diverse client base, including individuals, pension plans, trusts, and institutions. The firm focuses on equity portfolios concentrated in larger-cap companies and employs a multi-faceted investment analysis with regular portfolio reviews and client reporting.

Edward Gill III is a financial advisor with Invst, LLC, holding a Series 66 credential and bringing 10 years of industry experience. Prior to joining Invst in 2024, he worked at Northwestern Mutual Wealth Management Company, Mark Wise, and Wells Fargo Advisors. Outside of finance, he owns and manages All Out Training, a basketball skill development business, and serves as a basketball analyst for Fox Sports. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs fundamental, technical, and cyclical analysis to build diversified portfolios and serves over 2,000 clients with more than $1.5 billion in assets under management.

Crystal Jacquay is a Series 65-licensed advisor at Avalon Wealth Advisory, Inc. with six years at the firm and a total of ten years in the financial industry. She previously worked at Oxford Financial Group for nine years before joining Avalon. Avalon Wealth Advisory provides personalized financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm focuses on a consultative approach, working with clients on asset allocation and manager selection while emphasizing traditional strategies and client-directed decisions.

William Gonzales is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with Omega Wealth Private Capital LLC and has previously worked at Foundations Investment Advisors, Gradient Advisors, Regal Investment Advisors, and Farrah Tax Group. Gonzales also owns Absolute Wealth Management, where he provides financial and insurance services. Omega Wealth Private Capital LLC offers discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm serves both high-net-worth and non-high-net-worth clients through model portfolios and managed accounts, employing a combination of fundamental and technical analysis alongside third-party sub-advisory model portfolios.

Hunter Bartholomew is a financial advisor at Monon Wealth Management in Indianapolis, IN, holding Series 65 and Series 66 licenses with two years of industry experience. His prior work includes roles at Monon Wealth Management and Kleenit Commercial Cleaning, as well as education at the College of the Holy Cross and Hamilton Southeastern High School. Monon Wealth Management is a mid-sized SEC-registered advisory team serving individuals, trusts, estates, businesses, and employer retirement plans. The firm provides comprehensive wealth management services combining investment management, financial planning, and retirement plan advisory, utilizing model portfolios with ETFs, mutual funds, stocks, and bonds in a generally long-term investment approach.

Nathaniel White is a financial advisor with Invst, LLC, holding a Series 65 designation and one year of industry experience. He previously worked at Spectrum Wealth Management, Oxford Financial Group, and Stifel. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm uses a combination of fundamental, technical, and cyclical analysis to build diversified portfolios and manages approximately $1.565 billion in assets for over 2,100 clients.

Shaun Irwin is a CFP® professional with 20 years of experience in the financial industry. He has worked at Forum Private Client Group since 2018 and previously was with JP Morgan Private Bank for three years. He serves as Secretary and Finance Committee member for the Fishers Youth Initiative and is Secretary on the Board of the Financial Planning Association of Greater Indiana. Forum Private Client Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts, combining customized financial planning with portfolio construction across a range of investment vehicles and third-party managers.

Emily Pyle is a Series 65-registered advisor with Woodley Farra in Indianapolis, IN, where she has worked for eight years. She is part of an 11-advisor team at the firm. Outside of her advisory role, Pyle is involved in property-related businesses as an owner and co-owner of two real estate companies. Woodley Farra provides discretionary and non-discretionary investment management services to individuals—including high net worth clients—as well as pension plans, trusts, charitable organizations, and institutional mandates. The firm focuses on equity portfolios of larger-capitalization companies combined with fixed income and preferred securities, using a four-pronged analysis approach to guide investment decisions.

Seth Cissna is a financial advisor at Pettinga Financial Advisors, LLC with Series 65 credentials and one year of industry experience. Prior to joining Pettinga, he worked as a contractor for GlobalSource Capital Management and held positions at Indiana University Health and Eli Lilly and Company. Pettinga Financial Advisors is an SEC-registered firm managing approximately $1.28 billion in client assets. The firm serves high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary investment management and financial planning with customized portfolio allocations that may include mutual funds, ETFs, fixed income, third-party managers, and alternative investments.