Roy Strong is the principal of Strong Financial Services in Indianapolis, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been president of Mapco Financial Services Corp since 1986, overseeing sales activities. Strong Financial Services provides financial planning, retirement planning, and portfolio management to individuals, charitable organizations, foundations, corporations, and other businesses. The firm employs a top-down approach combined with fundamental and occasional technical analysis to develop asset allocation and investment strategies, and it also evaluates third-party managed platforms and TAMPs.

Edward Skarbeck is a Series 65 licensed advisor with Aldebaran Capital, LLC, where he has worked since 1999, totaling 27 years of industry experience. He is based in Carmel, Indiana. Aldebaran Capital, LLC is an SEC-registered, fee-only investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, not-for-profits, and corporate accounts. The firm focuses on a fundamental, value-oriented investment approach emphasizing margin of safety and long-term holding periods, managing primarily discretionary portfolios composed largely of individual equity positions across various capitalizations.

Jeffrey Ledbetter is an advisor at Remnant Wealth with a Series 66 designation and two years of industry experience. His prior roles include positions at Capital Group, Betterled Consulting, and the Texas Rangers. Outside of financial advising, he is involved with Droplight, a solutions-driven consulting and growth-services firm. Remnant Wealth is an independent, fee-only advisory firm serving individuals and high-net-worth clients with investment management and comprehensive financial planning. The firm offers tailored strategies combining passive and active investments, including Biblically Responsible Investing, and provides services on both subscription and project bases.

Daniel Hinze is a financial advisor at Titan Investment Management LLC with one year of industry experience. He holds a Series 65 designation and previously served in the United States Army for 20 years. 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 employs a multifaceted investment approach, combining fundamental, quantitative, technical, and modern portfolio theory methods, and offers a range of services including pension consulting and participant-directed brokerage account management.

Seth Hickle is a financial advisor at Mindset Wealth Management, LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses with 16 years of industry experience. His work history includes roles at Mindset Asset Management, Innovative Portfolios, Sheaff Brock Investment Advisors, and Charles Schwab. Mindset Wealth Management, LLC manages approximately $445 million in discretionary assets for a diverse client base including individuals, trusts, retirement plans, and institutional clients. The firm employs a combination of fundamental, cyclical, technical, and charting analysis alongside both passive and active management, utilizing strategies such as tactical asset allocation, options, and margin leverage to tailor portfolios to client profiles.

John Duncan is a Series 66-credentialed financial advisor with six years of industry experience. He is currently with Norwood Economics, Inc., where he has worked since 2026. His prior experience includes roles at Prudential, Larson Financial Group, Transamerica Life Insurance Company, Fidelity Investments, and Bank of America/Merrill Lynch. Norwood Economics serves individual and high-net-worth clients as well as retirement plans, offering discretionary portfolio management and financial planning. The firm employs fundamentally driven asset allocation across various asset classes and provides fiduciary services to retirement plan sponsors, accompanied by participant education programs and the use of AI tools subject to firm oversight.

Dylan Taylor is a Series 65-licensed financial advisor at Spencer Financial Strategies with one year of industry experience. Prior to his current role, he held positions at OfficeSpace Software, TikTok, SecureLink, and Disney Vacation Club. He is also co-owner of Travel by Taylors, LLC, a travel planning and vacation services company. Spencer Financial Strategies serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $17 million in discretionary assets with a two-advisor team. The firm provides discretionary investment supervisory services and non-discretionary consulting, using a mix of fundamental, technical, and cyclical analysis to create diversified portfolios reviewed monthly.

Karo Kochounian is a financial advisor with Elevate Capital Management, L.L.C., holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Elevate in 2019, he worked for Institutional Shareholder Services for five years. Outside of advising, Kochounian owns Les Amis Salon et Spa, a hair salon located in San Mateo, California. Elevate Capital Management serves individual and high-net-worth clients with tailored portfolio management and documented investment policy statements. The firm uses multiple analytical methods and a long-term trading orientation to manage diversified portfolios, offering both discretionary and non-discretionary accounts.

Haley Koss is a financial advisor at Tower Wealth Partners with seven years of industry experience. She holds a Series 66 designation and has worked at firms including J Alden Associates, Inc. and Raymond James Financial Services. Outside of her advisory role, she is licensed in insurance, dedicating less than 10% of her business time to this activity. Tower Wealth Partners provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and employer retirement plans. The firm manages approximately $440 million in client assets and constructs customized portfolios using mutual funds, ETFs, individual stocks and bonds, combining fundamental and technical analysis with a generally long-term orientation.

Curtis Reeser is a financial advisor with Werner Financial in Indianapolis, holding Series 63 and Series 65 designations and having 12 years of industry experience. His prior experience includes nearly a decade at Mass Mutual Investors Services and related firms. Curtis is also a licensed insurance agent, allocating a portion of his time to insurance activities. Werner Financial provides asset management, financial planning, and bookkeeping services to individuals, trusts, estates, corporations, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, offering both discretionary and non-discretionary management along with specialized services for ERISA-qualified plans.

Roy Bodinus is a financial advisor at CBG & Company, Inc. with 25 years of industry experience. He has been with CBG & Company since 2008 and holds a Series 65 designation. CBG & Company, Inc. serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, managing approximately $270 million in client assets. The firm combines fundamental and technical analysis with long-term portfolio management and offers integrated accounting and practice-consulting services alongside fiduciary retirement plan solutions.

Jason Comer is a financial advisor at Park + Elm Investment Advisers in Carmel, IN, holding a Series 65 designation with 15 years of industry experience. He has worked at Hieser Webb Capital Management since 2010. Outside of advising, Comer manages contractors on residential real estate rehabilitation projects. Park + Elm Investment Advisers provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals and employer-sponsored plans. The firm uses a risk-assessment tool and model portfolios grounded in Modern Portfolio Theory, primarily implementing strategies with institutional mutual funds.

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.

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.

Kara Hieser is a financial advisor at Park + Elm Investment Advisers with 21 years of industry experience. She holds a Series 65 designation and previously worked at Webb Financial Advisors from 2003 to 2008. Park + Elm Investment Advisers provides discretionary portfolio management, financial planning, and retirement-plan consulting to individual clients and employer-sponsored plans. The firm serves a range of clients, including high-net-worth households and plan sponsors, using a risk-assessment tool and model portfolios grounded in Modern Portfolio Theory.

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.