Joshua John is a financial advisor at LJI Wealth Management, LLC in Indianapolis, IN, with 14 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with LJI Wealth Management since 2009. LJI Wealth Management serves individuals, charitable organizations, corporations, and retirement plans by providing wealth management that integrates investment management, financial planning, and retirement plan consulting. The firm uses a mix of fundamental, quantitative, and technical analysis to tailor portfolios across equities, fixed income, and ETFs, offering both discretionary and non-discretionary account management.

Trae Hassebroek is a financial advisor at Howard Bailey Securities, LLC with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Howard Bailey Securities, he held roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory work, he is involved with the Impact Soccer Club. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, estates, qualified retirement plans, and various organizations. The firm combines fundamental and technical analysis with Modern Portfolio Theory to manage portfolios, provides access to third-party money managers and digital estate-planning tools, and offers insurance products through an affiliated business.

Susan Steel is a CFP® professional with 27 years of experience in the financial advisory industry. She has been with Deerfield Financial Advisors, Inc. in Indianapolis, IN since 1991. Deerfield Financial Advisors serves individuals, retirement plan sponsors, trusts, estates, and business entities with wealth management, discretionary investment management, financial planning, and retirement plan consulting. The firm utilizes model-based strategies overseen by an internal CIO cabinet and a modified passive, asset-class approach focusing on diversification, low-cost funds, and limited trading for tax efficiency.

Nicole Yankauskas is a CFP® professional with 12 years of industry experience, currently serving at Avalon Wealth Advisory, Inc. since 2011. She is part of a six-advisor team based in Indianapolis, IN. Avalon Wealth Advisory, Inc. provides personalized financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans, focusing primarily on high-net-worth clients. The firm uses a consultative approach that emphasizes traditional strategies and third-party manager selection, with a fee-only, negotiated annual fee structure.

Molly O'Shea is a financial advisor at NorthWest Financial Services Inc with four years of industry experience. She holds a Series 65 designation and previously worked for Two Five Apparel from 2014 to 2021. She also holds an insurance license obtained in 2022 and spends time evaluating and recommending insurance products for clients. 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, using a two-tiered investment approach that balances liquidity and long-term value-oriented strategies.

Shane Fagan is a financial advisor with Reify Wealth Advisors, Inc. in Indianapolis, IN, holding Series 66 and Series 63 credentials and having eight years of industry experience. His prior experience includes roles at American Funds, Charles Schwab & Co., Inc., and Conrad Santiago and Associates of Ameriprise Financial. Reify Wealth Advisors serves individual and high-net-worth clients as well as trusts, estates, and business entities, offering investment management, modular financial planning, administrative support, and tax preparation services. The firm follows a long-term buy-and-hold investment approach with primarily non-discretionary management, requiring client approval before implementing portfolio changes.

Sarah Austin is a CFP® and holds a Series 65 license with nine years of industry experience. She has been with NorthWest Financial Services Inc in Indianapolis since 2016. Austin maintains an insurance license and dedicates time to evaluating and recommending insurance products for clients. NorthWest Financial Services primarily serves individual investors and offers financial planning along with discretionary portfolio management. The firm employs a two-tiered investment approach that balances near-term liquidity with longer-term mutual fund allocations, using an active, value-oriented philosophy.

Christopher Evans is a financial advisor with Meridian Investment Advisors, Inc. in Indianapolis, IN. He holds Series 63 and Series 65 credentials and has 21 years of industry experience. Prior to joining Meridian in 2026, he worked for American Century Investments for 21 years and Equity Services, Inc. for one year. Meridian Investment Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers asset management, financial planning, pension consulting, and integrated tax services, using a modern portfolio theory approach focused on risk alignment and periodic review.

Emily Turner is a CFP® with four years of industry experience, currently serving as a financial advisor at Teeple Snyder Newsome Wealth & Tax Management. Her prior experience includes roles at Ronald Blue Trust and involvement with the Central Indiana Community Foundation. She also participated in the Biz Hounds program at the University of Indianapolis. Teeple Snyder Newsome Wealth & Tax Management advises individuals, pension and profit-sharing plans, and business entities, offering asset management, financial planning, ERISA services, and tax preparation. The firm manages most client relationships on a non-discretionary basis and combines fundamental, technical, and cyclical analysis in its goal-focused investment approach.

Gregory Freeman is a financial advisor with Strive Financial Group, LLC in Carmel, IN, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He has worked at multiple firms, including Wellington Wealth Strategies, LLC, and MassMutual Life Insurance Company. Freeman is also involved as an insurance agent through Strive Financial Group. Strive Financial Group, LLC provides discretionary asset management, financial planning, consulting, and ERISA retirement-plan services to individual and high-net-worth clients. The firm uses a combination of quantitative and qualitative analysis to manage portfolios across a range of strategies, including long-term allocations, trading, options, and alternative investments.

Tanner Coulter is a financial advisor with LJI Wealth Management, LLC in Indianapolis, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at The Prudential Insurance Company of America and its affiliated entities from 2015 to 2020. Outside of advisory work, he acts as an insurance agent specializing in livestock insurance and general insurance sales. LJI Wealth Management offers wealth management, investment management, comprehensive financial planning, and retirement plan consulting to individuals, high-net-worth clients, charities, corporations, and pension/profit-sharing plans. The firm’s approach incorporates fundamental, quantitative, and technical analysis, utilizing a range of investment vehicles and strategies tailored to client objectives and risk tolerance.

Madeline Speckman is a CFP® and holds a Series 66 license with seven years of industry experience. She currently serves as an advisor at Meridian Investment Advisors, Inc., having joined the firm in 2026. Prior to Meridian, she worked at Sanctuary Advisors, LLC and Sanctuary Securities, Inc., as well as Merrill and Walker Information. Outside of her advisory role, Speckman serves as Secretary on the board of the Kappa Alpha Theta Facility Corporation in Indianapolis. Meridian Investment Advisors provides comprehensive asset management and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs a modern portfolio theory-based approach that integrates asset allocation, portfolio structure, and specialist management, while also offering in-house tax and accounting services alongside pension consulting.

Luke Drye is a financial advisor at LJI Wealth Management, LLC in Indianapolis, holding a Series 65 designation with four years of industry experience. His prior work includes roles at DFAS Indianapolis and ESG Security/CSC. LJI Wealth Management serves individuals, high-net-worth clients, charities, corporations, and pension/profit-sharing plans, managing approximately $1.37 billion in assets. The firm offers wealth management, financial planning, and retirement consulting using a range of investment strategies tailored to client objectives and risk tolerance.

Kyle Mc Cune is a CFP®-certified financial advisor with four years of industry experience, currently with Reify Wealth Advisors, Inc. in Indianapolis, IN. His prior roles include positions at Worley Erhart-Graves Financial Advisors, Inc. and Bridge Financial Strategies, LLC. Reify Wealth Advisors provides investment management, financial planning, tax preparation, and administrative support services to individuals, high-net-worth clients, trusts, estates, and corporate entities. The firm employs a buy-and-hold investment approach with annual rebalancing and operates primarily on a non-discretionary basis, requiring client approval for portfolio changes.

Bryan Mitchell is a financial advisor at Horter Investment Management, LLC with six years of industry experience and a Series 65 credential. He has worked with TEK Systems and serves as CEO and advisor at WLEM Financial Advisors, where he provides financial education and planning. Mitchell is also an associate financial advisor at Stephen D. Dissette and Associates and works as a Senior IT Program Manager managing business process improvement projects. Horter Investment Management offers investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as retirement plans, trusts, and institutional clients. The firm uses an Investment Committee-driven multi-manager approach, providing portfolio management, proprietary blended models, and access to alternative investments.

Timothy Hays is a financial advisor at Elevated Financial Group with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Jackson National Life Distributors, Invst, and Jarred Bunch Consulting. Outside of his advisory role, Mr. Hays holds a minority ownership interest in a group of Colorado-based real estate investment LLCs, where he participates occasionally in strategic decisions. Elevated Financial Group serves individual and high-net-worth households as well as retirement plan sponsors, offering discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a diversified investment approach supported by fundamental, quantitative, and technical analysis, and integrates technology and formal due diligence in its management processes.

Michael Kelley is a financial advisor at Charter Advisory Corporation with 44 years of industry experience. He holds a Series 63 designation and has been with Charter Advisory Corporation since 1988, concurrently maintaining a role at LPL Financial since 2009. In addition to his advisory work, he is president of an insurance agency and holds certifications as a Certified Public Accountant and Notary Public. Charter Advisory Corporation provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $366 million in client assets and serves retail and high-net-worth clients through a multi-advisor team, employing fundamental and technical analysis, portfolio rebalancing, and a combination of direct management and third-party portfolio managers.

Demi Wendel is a financial advisor at An Exceptional Life Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining An Exceptional Life Financial, Wendel held roles at Cetera ADVISORS LLC and Artistic Strategies. Outside of finance, Wendel has worked in the education and hospitality sectors. An Exceptional Life Financial serves individuals, families, high-net-worth clients, small businesses, and educational institutions with comprehensive financial planning, investment management, tax preparation, and employee benefit plan consulting. The firm uses a combination of passive and active strategies to create personalized investment plans and provides ongoing portfolio supervision, including advice on held-away accounts.

Mark Rhodes is an advisor at Monon Wealth Management with 30 years of industry experience. He holds Series 63 and Series 65 licenses. Rhodes has worked at Hutchens & Kramer Investment Management Group since 2018 and has been a partner at Rhodes Knisley Williams LLP, providing income tax preparation, accounting, and tax planning services since 1980. He also worked at Intrepid Financial Planning from 2002 to 2021. Monon Wealth Management is a mid-sized SEC-registered advisory team serving individuals, trusts, estates, businesses, and retirement plans with comprehensive wealth management services. The firm employs a long-term, risk-based investment approach using model portfolios and offers access to independent managers and third-party platforms.

Mychal Eagleson is a CFP® professional with 13 years of industry experience, currently serving as an advisor at An Exceptional Life Financial, LLC since 2017. His prior roles include positions at BKD Wealth Advisors, Schwab Wealth Advisory, and his own Eagleson Financial Planning. In addition to his advisory work, he teaches courses for the CERTIFIED FINANCIAL PLANNER® education program through Dalton Education. An Exceptional Life Financial is a small advisory team that serves individuals, families, high-net-worth clients, small businesses, and educational institutions. The firm provides comprehensive financial planning, investment management, tax preparation, and employee benefit plan consulting, using a combination of passive and active strategies with ongoing portfolio supervision.