Richard Stewart is a CFP® with 30 years of experience in the financial services industry. He is currently with Chelsea Advisory Services, Inc. and has previously worked at Regulus Financial Group, American Equity Investment Corporation, and HD Vest in various roles since 1997. Outside of his advisory work, he owns RB Stewart Financial, which provides tax preparation, accounting, and payroll services. Chelsea Advisory Services offers financial planning, investment advisory, and consulting services to individuals, including high-net-worth clients, as well as trusts and some corporate entities. The firm emphasizes a fundamental, long-term investment approach with diversified portfolios and typically manages accounts on a discretionary basis.

Harrison Powell is a CFP® and holds a Series 65 license with seven years of industry experience. He has been with United Capital Financial Advisors since 2018, following roles at Budget Inks and East of Chicago Pizza Co. Powell is based in Indianapolis, IN. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual, high-net-worth, retirement plan, and institutional clients. The firm offers customized investment solutions through United Capital-managed strategies, third-party managers, and separately managed accounts, supported by an extensive affiliate network and a technology platform that serves other independent advisors.

Peter Uihlein is a CFP® with 15 years of industry experience and is currently an advisor at Lifeworks Advisors, LLC. His prior experience includes roles at Vincere Wealth Management, TD Ameritrade, Northwestern Mutual Investment Services, and BMO Harris Financial Advisors. He serves on the board of St. Nicholas Early Learning, a daycare organization in Indianapolis. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses, offering wealth management, financial planning, retirement plan advisory, and portfolio management. The firm employs both planning-based and risk-based investment approaches and integrates tax, accounting, and insurance services through affiliated entities, managing roughly $1 billion in assets across a multi-advisor platform.

Troy Patton is a financial advisor with Archer Investment Corporation in Indianapolis, IN. He holds a Series 63 designation and has 24 years of industry experience, including prior roles at Fiducial Investment Advisors, Inc. and Archer Financial Advisors, Inc. Patton also has experience working with a CPA firm outside of his advisory duties. Archer Investment Corporation provides investment management services primarily to individual clients across a range of wealth levels through separately managed accounts and proprietary funds. The firm employs a diversified investment approach and supports a multi-branch structure that includes CPAs acting as advisory representatives.

Michael Benefield is a financial advisor with Trustmont Advisory Group, Inc., holding a Series 66 designation and nine years of industry experience. He has been with Trustmont since 2019 and previously worked at Voya Financial Advisors. In addition to his advisory role, he is the owner of Benefield Law, a legal practice focused on patent law, estate planning, business law, and litigation, and serves on the board of the Indiana Gamma Gamma Chapter of Alpha Tau fraternity as well as the Clark-Pleasant Education Foundation. Trustmont Advisory Group advises a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a long-term investment outlook and utilizes various public research sources, offering discretionary portfolio management and access to brokerage and insurance products through advisers who often hold multiple professional credentials or operate other financial businesses.

John Dewey is a CFP® professional with 14 years of industry experience. He has worked at Advisory Services Network since 2025 and previously spent 12 years at Edward Jones. Outside of his advisory role, he serves as Chairman of the Board for Heartland Film Inc. in Indianapolis. Advisory Services Network is an enterprise firm with a network of approximately 208 independent advisers serving individuals, families, corporations, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, and retirement-plan consulting, managing about $8.6 billion in client assets.

C. Brian McKee is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior firms include Cambridge Investment Research Advisors and LPL Financial, and he has operated McKee Financial Resources, Inc. since 1996. McKee provides investment advisory services through multiple affiliated entities. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, implementing diverse strategies including individual securities, mutual funds, alternative investments, and tax-managed approaches.

Duane Wimer is a financial advisor with United Capital Financial Advisors in Indianapolis, IN, holding a Series 65 designation and 23 years of industry experience. He has been with United Capital Financial Advisors since 2015. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary portfolio management using asset-allocation models, offers portfolio customization including ESG and faith-based preferences, and supports clients with technology and reporting tools.

Bronson Verhines is a CFP®, CFA®, and Series 65-registered financial advisor with 10 years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC and has previously worked at BKD Wealth Advisors. Based in Indianapolis, IN, he has been with the Forvis Mazars team since 2022. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering a range of financial planning, investment management, and consulting services. The firm emphasizes customized asset allocation and integrates active and passive strategies within a comprehensive service model connected to its national accounting and professional services parent company.

Amy Frizzell is a CFP® professional at Forvis Mazars Wealth Advisors, LLC with 18 years of experience in the financial industry. She previously worked at BKD Wealth Advisors, LLC for 14 years and joined Forvis Mazars Wealth Advisors in 2022. Amy serves as Chair of the Finance and Strategic Planning Committee for the Heroes Foundation in Indianapolis, overseeing its investment portfolio and budget. Forvis Mazars Wealth Advisors provides financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofit organizations. The firm emphasizes customized asset allocation and combines active and passive strategies within an integrated service model connected to a national accounting and professional services firm.

Danielle Webster is a financial advisor with Empower Advisory Group in Greenwood, IN, holding Series 63 and Series 65 designations and 12 years of industry experience. She has worked previously at GWFS Equities, Inc., Springbuk, OneAmerica Securities, American United Life, and American Funds Distributors, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and savings rates, offering both point-in-time financial plans and optional managed account solutions.

Paul Taylor is a financial advisor with Key Investment Services LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Key Investment Services LLC in 2025, he worked at PNC Investments from 2021 to 2025 and has experience in construction and sales roles. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and utilizes a multi-provider platform model, integrating services from KeyCorp affiliates and third-party managers.

Jonathan Cracraft is a financial advisor at C.H. Douglas & Gray Wealth Management in Indianapolis, IN, with 13 years of industry experience. He holds the Series 66 designation and has been with the firm since 2014. Outside of advising, he is noted as a father since 2026. C.H. Douglas & Gray Wealth Management provides asset management, comprehensive financial planning, and estate-planning services to individuals, households, trusts, corporations, and retirement plans. The firm manages approximately $187.2 million in assets, emphasizing long-term, diversified portfolios aligned with client risk tolerance and employing equity index funds and ETFs as core holdings.

Jason Jones is a financial advisor at Fifth Third Securities, Inc. based in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Jones has been with Fifth Third Securities since 2018 and has worked at Fifth Third Bank since 2016. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Platform, allowing clients to select from various portfolio management strategies tailored to their risk profiles.

Rebekah Thomas is a financial advisor with Fifth Third Securities, Inc. in Franklin, IN, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked at Fifth Third Securities since 2013 and has been associated with Fifth Third Bank since 2011. Outside of her advisory role, she is involved in direct sales with Young Living Essential Oils and participates in health product sales with Life Wave. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate affiliation.

Lauren Cook is a Series 66-licensed financial advisor with nine years of industry experience. She is currently with Schwab Wealth Advisory, where she has worked since 2021, following roles at Truist Advisory Services, BB&T Securities, Equity Services, and Thoroughbred Advisors/National Life Group. Based in Indianapolis, IN, she advises clients within Schwab's wealth management framework. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm’s services focus on asset allocation and investment selection using Schwab’s proprietary research and standard models, with trades requiring client authorization and reviews conducted at least annually.

Lee Cole is a financial advisor at Money Concepts Capital Corp with 29 years of industry experience and holds a Series 66 designation. He has worked at Money Concepts Capital Corp since 1997 and was a CPA from 1982 to 2025. Outside of his advisory work, he is employed part-time as a security guard at the Indianapolis Motor Speedway. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation approaches, offering a range of discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Karl Slavik is a CFP® professional with 18 years of industry experience. He has been with Fifth Third Securities, Inc. since 2009 and has worked at Fifth Third in various capacities since 2007. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages assets across a wide range of proprietary and third-party investment strategies.

Justin Stewart is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He holds Series 63 and Series 66 designations and has nine years of industry experience. He has been associated with Charles Schwab since 2015 and joined Schwab Wealth Advisory in 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm utilizes Charles Schwab’s standard asset-allocation models and internal research tools to deliver tailored recommendations based on clients’ goals and risk tolerance.

Christopher Scherschel is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at T Rowe Price and OppenheimerFunds. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and client savings rates.