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 in Indianapolis, IN, with 14 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including Sheaff Brock Investment Advisors, JP Morgan Securities, and Charles Schwab. Mindset Wealth Management, LLC is an SEC-registered investment adviser managing approximately $445 million in discretionary assets for about 275 clients. The firm offers discretionary investment management and financial planning to individuals, trusts, retirement plans, and institutional clients, employing both active and passive strategies with the use of margin and options in separately managed accounts.

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.

Brian Mc Connell is a financial advisor at Daviman Financial, LLC with two years of industry experience. He holds a Series 65 designation. Outside of financial advising, he owns and operates Priority 1 Electrical LLC, a general electrical contracting company. Daviman Financial serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning, investment management, and retirement plan consulting. The firm employs a goal-oriented, fact-finding approach with discretionary and non-discretionary portfolio management that includes the use of third-party sub-managers and model portfolios.

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.

Phillip Burruel is an advisor at Daviman Financial, LLC with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Daviman Financial in 2026, he was involved with Retire SMART, LLC and SMART Wealth, LLC. He has also been affiliated with Central Church since 2012. Daviman Financial serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning, investment management, and retirement plan consulting. The firm manages approximately $234 million for about 190 clients, offering both discretionary and non-discretionary portfolio services with a client-focused process that includes written financial plans and ongoing reviews.

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.

Joseph Ledbetter is a CFP® professional with eight years of industry experience, currently serving at Remnant Wealth. His prior roles include positions at Schwab Wealth Advisory, Edward Jones, and Fortitude Private Wealth. Outside of financial advising, he has experience working with the Texas Rangers Organization and Stryker Corporation. Remnant Wealth is an independent, fee-only advisory firm providing investment management and comprehensive financial planning to individuals and high-net-worth clients. The firm employs a mix of passive and active strategies, asset allocation, and offers values-based investing options such as Biblically Responsible Investing.

Thomas Johnson is a financial advisor with Royal Capital Wealth Management LLC in Carmel, IN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He worked at RBC Capital Markets from 2009 to 2017 before joining Royal Capital Wealth Management in 2018. Royal Capital Wealth Management serves individuals, high-net-worth clients, trusts, charitable organizations, pension plans, and corporations, providing discretionary asset management and retirement plan investment consulting. The firm uses a risk-assessment process and proprietary investment models to guide asset allocation, employing both active and passive strategies focused on individual equities and fixed income.

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.

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.

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.

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.