Daniel Reichart is a financial advisor at Evia Investment Advisors in Zionsville, IN, with 35 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Forest Securities, Inc. and Evia Investment Advisors. Evia Investment Advisors serves individual and institutional clients, providing discretionary portfolio management, financial planning, and investment consulting. The firm focuses on fundamental, bottom-up security selection combined with top-down asset allocation and risk management, typically managing portfolios of 30–45 holdings including dividend-paying stocks and individual bonds.

Michael Morris is a CFA® charterholder and holds a Series 66 license, with 18 years of experience in the financial industry. He has been the sole advisor at Two Fish Management since 2008, operating out of Zionsville, Indiana. Two Fish Management provides discretionary portfolio management to high-net-worth and accredited investors, financial advisors, and institutional clients. The firm employs a combination of fundamental, cyclical, and technical analysis across multiple strategies, incorporating options, short sales, margin borrowing, and index hedges, and offers performance-based fee arrangements and pooled private investment vehicles.

Christy Gregory is a CFP® professional with 19 years of experience, serving as the sole advisor at SYCAMORE Asset Management, LLC since 2006. Based in Zionsville, IN, she holds a Series 65 license and focuses on providing comprehensive financial planning and investment recommendations. SYCAMORE Asset Management is a fee-only, independent firm that primarily serves individual clients, including high-net-worth individuals, as well as a small number of businesses, charities, and pension plans. The firm employs an investment approach based on Modern Portfolio Theory and the efficient market framework, utilizing broadly diversified mutual funds and third-party money managers to implement client strategies.

Samuel Walker is a financial advisor with Affinity Financial – The Walker Group LLC in Zionsville, IN, holding a Series 66 designation and 12 years of industry experience. Prior to founding his current firm in 2017, he worked at Northwestern Mutual from 2012 to 2017. Outside of advisory work, he is involved in real estate management through Affinity Real Estate LLC and Twenty20 Real Estate LLC. Affinity Financial – The Walker Group LLC provides portfolio management, financial planning, and retirement advice to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm manages approximately $42.1 million in discretionary assets and employs a multifaceted investment approach incorporating fundamental, quantitative, technical, and modern portfolio theory analyses.

Michael Broderick is a financial advisor at Turtair Capital Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MCC Financial Advisors, LLC since 2009. Turtair Capital Advisors provides financial planning and investment management to high-net-worth individuals, families, business owners, and institutional entities. The firm focuses on clients with net worths above $5 million and offers a range of services including retirement, estate, college, and cash-flow planning alongside portfolio management that emphasizes asset allocation and independent manager selection.

Brian Kirschbaum is the principal advisor at Cherry Wealth Management LLC in Lebanon, Indiana. He holds a Series 65 designation and founded the firm in 2026. His prior work experience includes roles at Openlane, Aces Quality Management, and Aces Power Marketing. Outside of financial advising, he has worked as a sports official and referee since 2019. Cherry Wealth Management provides discretionary portfolio management, comprehensive financial planning, and wealth-management services to individuals, families, small business owners, and retirement investors, with a particular focus on families involved in travel sports. The firm uses a goals-based, long-term investment approach that incorporates fundamental and quantitative analysis, typically emphasizing low-cost passive funds with tactical overlays and tax-aware strategies.

Kevin Lewis is the sole advisor at Lewis Wealth Management, LLC in Carmel, IN, holding a Series 65 designation with 11 years of industry experience. He previously worked at Teeple Wealth Management and spent two decades at Boehringer Ingelheim Pharmaceuticals, Inc. Lewis Wealth Management serves individuals, high-net-worth clients, and employer plan sponsors by providing tailored investment management, financial and business planning consulting, and advisement for held-away retirement accounts. The firm offers both discretionary and non-discretionary portfolio management using a combination of passive and active strategies and provides corporate plan-level consulting, including participant education and plan administrator support.

Clay Brooks is a CFP® professional with 17 years of industry experience. He is the president and sole advisor at Abound Wealth Strategies in Indianapolis, IN. His prior roles include positions at Great Point Capital, International Assets Advisory, and J.P. Morgan Securities. Brooks is also a licensed life insurance agent and provides paid tax preparation services for clients. Abound Wealth Strategies offers portfolio management, financial planning, and investment analysis to individuals, trusts, estates, charitable organizations, and employee benefit plans. The firm employs tailored investment strategies that may include model portfolios, asset allocation approaches, and a variety of investment vehicles, while also providing pension consulting and participant education services.

Ryan Fuhrmann is the principal of Fuhrmann Capital in Indianapolis, IN, and holds the CFA® designation with 16 years of industry experience. He has led Fuhrmann Capital since 2007. Outside of his advisory role, he operates a boutique gift basket website in Carmel, Indiana. Fuhrmann Capital provides discretionary and limited non-discretionary investment management and integrated financial planning to individuals, high-net-worth clients, trusts, corporations, and pension plans. The firm employs a tax-aware, long-term buy-and-hold investment strategy focused on U.S. equities with a bottoms-up, intrinsic-value approach and manages approximately $56 million in discretionary assets.

Kimberly Custer is a financial advisor at Canterbury Investment Management, LLC with 12 years of industry experience. She holds Series 65 and Series 63 designations and has worked at Wealth Advisory Solutions, LLC since 2017. Canterbury Investment Management provides discretionary portfolio management and financial planning to individuals, select corporations, and certain investment company clients. The firm uses a market-state “Thermostat” model combining technical, quantitative, and qualitative analysis to guide allocation changes, primarily through ETFs and mutual funds.

David Hobbs is a CFP® professional with 18 years of industry experience and currently leads Hobbs Wealth Management, LLC since 2022. His prior experience includes roles at Wealth Advisory Solutions, Charter Advisory Corporation, Linsco Private Ledger, and LPL Financial. In addition to advisory services, he provides term insurance for existing clients outside of his RIA activities. Hobbs Wealth Management is an SEC-registered investment adviser managing approximately $146.7 million in discretionary assets. The firm serves individuals, pension and profit-sharing plans, and corporate entities, employing a combination of fundamental analysis, modern portfolio theory, and quantitative methods to develop customized investment policies and asset allocations.

Thomas Hardin is a Certified Financial Planner® with 27 years of industry experience. He has been with Canterbury Financial Group, LLC since 2003. Hardin holds Series 63 and Series 65 licenses. Canterbury Investment Management, LLC provides discretionary portfolio management and financial planning to individual and corporate clients, including high-net-worth individuals. The firm manages an affiliated mutual fund and offers sub-advisory services to other registered investment advisers, using a market-state approach to guide allocation changes through its Canterbury Portfolio Thermostat ETF Strategy.

Terrance Andersen is a CFP® professional with 13 years of industry experience. He has worked at Tactical Wealth Partners since 2016 and previously held roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Andersen holds Series 63 and Series 65 licenses. Tactical Wealth Partners serves high-earning attorneys at large law firms and their households, providing comprehensive financial planning and investment management. The firm follows a diversified, tax-aware investment approach using low-cost mutual funds and ETFs, managing assets primarily through Altruist Financial LLC while maintaining legacy third-party advisory relationships.

Christopher Herrmann is a financial advisor with Vertical Wealth, LLC in Indianapolis, Indiana, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been associated with Legacy Practice Management since 2016. Vertical Wealth serves individuals, trusts, foundations, corporate retirement plans, and other private clients by providing continuous investment advisory services and ongoing financial planning. The firm manages discretionary portfolios primarily composed of mutual funds and exchange-traded funds, using a blend of fundamental and technical analysis within a modern portfolio theory framework aimed at long-term market returns.

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.

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.

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.

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.

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.

Gayle Ross is a Series 65-licensed advisor at Fiat Wealth Management with four years of industry experience. She previously worked at Brookstone Wealth Advisors and operated Ross Financial Alliance and Ross Business Solutions, LLC. Ross also serves as a Sales/Business Solutions Specialist for LegalShield, providing voluntary employee benefits on a part-time basis. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets and serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs third-party model portfolios and sub-advisers, emphasizing tax-sensitive planning tools and offering services that include financial planning, discretionary portfolio management, pension consulting, and estate-planning access.