Derek Robertson is a financial advisor at Integrated Investment Strategies, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Securities America Advisors and Money Concepts Capital Corp. He returned to Integrated Investment Strategies in 2025 after previously working there from 2008 to 2019. Integrated Investment Strategies, Inc. provides fee-only investment management and financial planning to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation process focused on passively managed institutional mutual funds and uses a three-factor model to manage portfolio risk and diversification.

Noah Wolfe is a financial advisor at Comprehensive Financial Consultants with a Series 65 credential and one year of industry experience. He previously worked at First Farmers Bank & Trust for two years and has experience in education, having served at the University of Indianapolis and Tipton High School. Comprehensive Financial Consultants provides financial planning, discretionary portfolio management, and retirement-plan consulting for individuals, corporations, charities, and pension and profit-sharing plans. The firm uses a combination of asset allocation strategies, technical analysis, and Modern Portfolio Theory to tailor portfolios and typically operates with discretionary trading authority.

Aaron Williams is a CFP® professional with nine years of industry experience, currently serving as an advisor at Market Street Wealth Management Advisors, LLC since 2015. He is based in Indianapolis, IN. Market Street Wealth Management Advisors serves individual and institutional clients, including high-net-worth individuals, businesses, foundations, charitable organizations, and retirement plans. The firm focuses on discretionary investment management, financial planning, and retirement-plan consulting, utilizing an asset-allocation approach with mutual funds, ETFs, third-party sub-advisors, and specialist strategies as part of its portfolio management process.

Michael Emerson is a CFP® and Series 65 credentialed advisor at FI3 Financial Advisors, LLC with 10 years of industry experience. He worked at RMB Capital Management from 2014 to 2017 before joining Dimeo Schneider & Associates, LLC in 2017. FI3 Financial Advisors primarily serves high-net-worth individuals and multi-generational families through a multi-family office model, providing comprehensive wealth planning, investment management, and Family CFO services. The firm manages both public and private assets and offers proprietary private funds alongside integrated financial planning.

Levi Gates is a Series 65-licensed financial advisor with Woodley Farra in Indianapolis, IN, with one year of industry experience. Prior to joining Woodley Farra, he worked at Ball State University and Lawrence North High School. Woodley Farra provides discretionary and non-discretionary investment management to individuals, pension plans, trusts, charitable organizations, corporations, and institutional clients. The firm emphasizes equity portfolios of larger-capitalization companies and offers named strategies alongside fixed income and preferred securities, applying a four-pronged investment analysis with regular portfolio reviews.

Geoffrey Thomas is a financial advisor with Invst, LLC in Indianapolis, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior work includes roles at Woodbury Financial Services, Skyway Capital Markets, and SC Distributors. Outside of advising, he hosts the podcast *Financial Views with Local Brews* and serves as Board Treasurer for the Indiana Diaper Bank. 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 manages approximately $1.565 billion in assets and combines fundamental, technical, and cyclical analysis to construct diversified portfolios.

Brady Webster is a financial advisor with NorthWest Financial Services Inc in Indianapolis, IN, holding a Series 65 designation and six years of industry experience. Prior to joining NorthWest Financial Services in 2020, he worked for Probo Medical from 2016 to 2019. He also provides accounting consulting and bookkeeping advice on a limited basis. NorthWest Financial Services is a team-based registered investment adviser serving individual and high-net-worth clients, as well as trusts and estates. The firm offers comprehensive financial planning and discretionary portfolio management, employing a two-tiered investment approach that balances liquidity with actively managed, value-oriented holdings.

Julianne Erhart Graves is a CFP® with 20 years of industry experience, currently serving at Reify Wealth Advisors, Inc. She was previously with Worley Erhart-Graves Financial Advisors, Inc. for 17 years. She is a 49% owner and general partner of Smitson Erhart-Graves Tax Advisors, LLC, which provides income tax advising and return preparation for individuals, businesses, and trusts. Reify Wealth Advisors offers investment management, financial planning, tax preparation, and administrative support to individuals, high-net-worth clients, trusts, estates, and corporate entities. The firm follows a buy-and-hold investment approach on a primarily non-discretionary basis, providing tailored portfolio management and modular financial planning services.

Anthony Harcourt is a financial advisor with Bedel Financial Consulting Inc in Indianapolis, IN. He holds Series 63 and Series 65 designations and has 11 years of industry experience, including 12 years at Bedel Financial Consulting. Bedel Financial Consulting provides customized portfolio management and financial planning for private individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm operates as a fee-only registered investment adviser under a fiduciary standard, employing a broad range of investment strategies including derivatives and margin transactions, and conducts quarterly account reviews.

Amanda Hineman is a financial advisor at Gimbal Financial, LLC, holding a Series 66 designation with six years of industry experience. She previously worked at LPL Financial LLC from 2016 to 2022 before joining Gimbal Financial in 2022. Gimbal Financial serves individuals, trusts, estates, small businesses, retirement plans, and certain brokerage customers of Mutual Securities. The firm offers discretionary asset management through a wrap-fee program, retirement plan consulting, and variable annuity consulting services, managing diversified portfolios based on client objectives and market conditions.

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 with Harvest Investment Services, LLC, holding Series 63, 65, and 66 licenses and with 21 years of industry experience. She has worked at Harvest Investment Services since 2016 and previously held positions at Proequities Inc, Guardian Life, and Concourse Financial Group Securities, Inc. Outside of her advisory role, she is involved in insurance sales and marketing for various products, including Medicare supplement and life insurance. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions, offering discretionary portfolio management, financial planning, pension consulting, and sub-advisory management. The firm utilizes a range of strategies including active tactical approaches and supports plan sponsors as ERISA investment managers.

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.

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.