Jason Phillips is a financial advisor at Pile Wealth Management with 14 years of industry experience. He holds the PFS™ and Series 65 designations. In addition to his advisory role, Phillips serves as a supervisor at RJ Pile & Company, LLC, a CPA firm where he has worked since 2004. Pile Wealth Management is a small team of four advisors serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers discretionary investment management and financial planning, applying a risk-based approach grounded in Modern Portfolio Theory to align portfolios with client goals and risk tolerance.

Anthony Larosa is a CFP® with 28 years of industry experience, currently serving as an advisor at Private Counsel Group, Ltd. in Indianapolis, where he has worked since 2019. He previously spent 14 years at Hilliard Lyons. Larosa is also a licensed insurance agent, selling fixed insurance products through TrueChoice Financial and directly with carriers. Private Counsel Group, Ltd. provides investment advisory, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm follows a long-term, “less is more” investment philosophy, emphasizing diversified portfolios and typically managing client accounts on a non-discretionary basis.

Arthur Timpe III is a CFP® professional with 24 years of experience, serving as an advisor at Timpe & Timpe Financial Advisory Services, L.L.C. since 2002. He is also involved with Timpe & Timpe CPA's LLC, a CPA firm providing tax compliance, consulting, and accounting services. Additionally, he is a principal owner of Accountable Payroll, LLC, a payroll service provider to which he may refer clients. Timpe & Timpe Financial Advisory Services serves individual clients, trusts, and employer retirement plans, managing approximately $61 million. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, primarily using mutual funds and ETFs, with portfolios governed by Investment Policy Statements and reviewed quarterly.

Michael Morrison is a financial advisor with Trust Investment Advisors Wealth Management, LLC, holding a Series 66 designation and 13 years of industry experience. He previously worked at Stifel Nicolaus from 2012 to 2024 before joining Trust Investment Advisors and its affiliated wealth management firm in 2024, where he serves as Senior Vice President of Investments. Trust Investment Advisors Wealth Management, LLC provides comprehensive investment advisory and limited consulting services to individuals, families, business owners, charitable organizations, and private foundations. The firm offers continuous asset management primarily on a non-discretionary basis, utilizing fundamental, technical, and qualitative analysis to develop client strategies and asset allocations.

Ashton Beaver is a Series 65 licensed advisor with Titan Investment Management LLC in Indianapolis, IN. He joined the firm in 2025 and has a background in education, having worked in various teaching roles from 2015 to 2025. Titan Investment Management LLC provides discretionary and non-discretionary portfolio management primarily to individual and high-net-worth clients, as well as institutional accounts such as pension and profit-sharing plans. The firm combines multiple analysis methods, including fundamental, quantitative, and technical approaches, and offers a range of investment strategies from long-term equity investing to options trading.

Caitlin Price is a CFP®-certified financial advisor with Tactical Wealth Partners in Zionsville, IN, bringing one year of industry experience. Her prior roles include positions at WebsterRogers Financial Advisors and Bank of America. Tactical Wealth Partners primarily serves high-earning attorneys at large law firms and their households, providing comprehensive financial planning and investment management. The firm employs a diversified, tax-aware investment approach focused on low-cost mutual funds and ETFs, managing assets largely through Altruist Financial LLC with some legacy third-party arrangements.

Robert Malmquist is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Provider Financial, Inc. in Indianapolis, Indiana. He has worked at LPL Financial since 1997 and has been with Provider Financial since 2013. Provider Financial, Inc. serves individual and high-net-worth clients through discretionary portfolio management and hourly financial planning. The firm utilizes a combination of fundamental and technical analysis with tactical asset allocation, offering portfolio management exclusively via a wrap-fee program tailored to client goals and restrictions.

Ali Saltagi is a financial advisor at Zaki Financial LLC with one year of industry experience. He holds a Series 65 designation and has been with Zaki Financial since 2024. Zaki Financial serves individual, charitable, and corporate clients by providing discretionary portfolio management and a range of financial planning services. The firm employs an active investment management approach that combines fundamental analysis with technical and cyclical methods, tailoring account supervision to client objectives, tax considerations, and personal values.

Brian Wheeler is a financial advisor at Vertical Wealth, LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has worked at Legacy Practice Management, LLC since 2011. Vertical Wealth serves individuals, trusts, foundations, corporate retirement plans, and other private clients, including both high-net-worth and non-HNW households. The firm provides continuous investment advisory services and ongoing financial planning, managing discretionary portfolios primarily composed of mutual funds and ETFs, with an investment process that combines fundamental and technical analysis within a modern portfolio theory framework.

Peter Bjelopetrovich is a financial advisor at Mindset Wealth Management, LLC with 13 years of industry experience. His career includes roles at firms such as Sheaff Brock Investment Advisors, JP Morgan Securities, and Foreside Fund Services. He holds Series 66 and Series 63 licenses. Mindset Wealth Management, LLC is an SEC-registered investment adviser managing over $445 million in discretionary assets for approximately 275 clients. The firm serves individuals, trusts, retirement plans, and institutional clients, employing a combination of fundamental, cyclical, technical, and charting analysis alongside both passive and active management strategies.

James Delay is a financial advisor at Trust Investment Advisors in Indianapolis, IN, with 13 years of industry experience. He holds a Series 65 designation and has been with Trust Investment Advisors since 2012. Trust Investment Advisors manages discretionary portfolios and provides comprehensive financial planning for individuals, families, business owners, charitable organizations, and other professional advisors. The firm employs model portfolios overseen by an investment committee, utilizing fundamental and technical analysis, and offers services including retirement planning, estate planning, charitable giving strategies, and insurance analysis.

William Gorgol is a financial advisor at Brightstone Advisors LLP with a Series 65 designation and one year of industry experience. Prior to joining Brightstone, he worked at Marcus & Millichap for seven years and spent four years at Indiana University Kelley School of Business. Brightstone Advisors serves individual and high-net-worth clients, including retirees, professionals, small business owners, and corporate executives, providing discretionary and non-discretionary portfolio management, family office services, and ongoing financial planning. The firm emphasizes long-term, diversified portfolios using fundamental analysis and modern portfolio theory, and integrates tax and accounting services through an affiliated CPA practice.

Matthew Kolb is a financial advisor at Timpe & Timpe Financial Advisory Services, L.L.C. He holds a Series 65 designation and has five years of industry experience. He has been with Timpe & Timpe Financial Advisory Services in its current form since 2020 and was previously associated with its predecessor entity starting in 2016. Timpe & Timpe Financial Advisory Services provides portfolio management, financial planning, and 401(k) plan advisory to individuals, trusts, and pension/profit-sharing plans. The firm follows a Modern Portfolio Theory-based investment approach emphasizing long-term strategic asset allocation, periodic rebalancing, and tailored portfolios documented in Investment Policy Statements.

Ethan Claycomb is a financial advisor at Titan Investment Management LLC in Indianapolis, IN, holding a Series 65 designation with three years of industry experience. He joined Titan in 2022 after spending over a decade as a student. Titan Investment Management LLC provides discretionary and non-discretionary portfolio management primarily to individual and high-net-worth clients, as well as institutional accounts such as pension plans and 401(k)s. The firm combines multiple analysis methods in its investment process and offers services including pension consulting, PCRA advising, and management of pooled vehicles.

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.

Anthony Decicco is a financial advisor with EHG Wealth Management in Indianapolis, IN. He holds a Series 66 designation and has nine years of industry experience. Prior to his current role, he worked at firms including Morgan Stanley, Edward Jones, and Kerr Wealth Management. Decicco is also the owner of RealTea Capital Inc., a venture involved in insurance and real estate technology. EHG Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a tactical asset-allocation strategy based primarily on technical analysis and manages portfolios tailored to clients’ objectives and risk tolerances.

Julie Dant is a financial advisor at Nearside Advisors, LLC with 11 years of industry experience. She holds the Series 66 designation and previously worked at Holistic Financial Partners, LLC for 11 years before joining Nearside Advisors in 2026. Nearside Advisors, LLC is an SEC-registered investment adviser that provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. The firm primarily employs passive investment management through index mutual funds and ETFs, integrating financial planning on topics such as retirement, estate planning, and tax considerations.

Aaron Williams is a CFP® professional with eight years of industry experience, currently serving as an advisor at Market Street Wealth Management Advisors, LLC since 2015. He operates within a team of nine advisors based in Indianapolis, IN. Market Street Wealth Management Advisors provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, businesses, foundations, pension plans, and charitable organizations. The firm manages approximately $711 million in assets with a focus on asset-allocation driven portfolios primarily composed of mutual funds and ETFs, supported by ongoing monitoring, rebalancing, and technology-enhanced client services.

Maxwell Bigler is a financial advisor with Financial Plans & Strategies, Inc. in Greenwood, IN, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Financial Plans & Strategies in 2023, he worked at Charles Schwab & Co., Inc. and Frontier. Financial Plans & Strategies provides investment advisory and planning services to individuals, high-net-worth clients, families, trusts, estates, and employer retirement plans. The firm offers discretionary asset management, retirement plan advisory, and financial planning tailored to client objectives, with a focus on diversified allocations and ongoing portfolio supervision.

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.