Justin Castelli is a CFP® with 19 years of industry experience and is the sole advisor at Santiago.Life, an independent registered investment adviser. He has worked at RL Wealth Management, L.L.C. since 2015. Outside of his advisory role, he owns RLS Threads, an online clothing store for financial advisors, and RLS Ventures, a consulting business focused on marketing for financial advisors. He is also co-owner of The Advisor Growth Community, an online network for advisors. Santiago.Life serves individuals, corporations, and small businesses with discretionary portfolio management, financial planning, and advisory consulting. The firm conducts educational seminars and speaking engagements and manages client accounts using proprietary and third-party asset-allocation models with ongoing monitoring and monthly rebalancing.

James Castagna is a CFP® with 21 years of industry experience and has been advising clients at Noble Financial Advisors LLC since 2012. He holds Series 63 and Series 66 licenses and operates as the sole advisor at his independent firm based in Noblesville, Indiana. Noble Financial Advisors LLC serves individual and high-net-worth clients by providing ongoing investment supervisory services and integrated financial planning. The firm uses a variety of investment strategies and maintains client control over trade approvals, managing all assets in-house without third-party managers.

Andrew Foster is a CERTIFIED FINANCIAL PLANNER™ professional with over 31 years of experience in the financial industry. He is the owner and sole advisor at Premiere Management and has been associated with the firm since 1993. Foster also has a long tenure at Morris Group, Inc., where he has worked since 1994. Premiere Management provides discretionary portfolio management services primarily to individuals, high-net-worth clients, and businesses. The firm employs a tactical asset allocation strategy that adjusts among broad asset classes based on short-term market outlooks and typically uses mutual funds and ETFs to implement client portfolios.

Spencer Shoemaker is a CFP® and holds a Series 65 license with six years of industry experience. He currently leads SRL Financial, an independent firm he joined in 2026 after nine years at Avalon Wealth Advisory, Inc. and a brief tenure at Raymond James & Associates. SRL Financial provides wealth management and financial planning services to individuals and high-net-worth clients, combining Modern Portfolio Theory with both passive and active investment strategies. The firm offers comprehensive planning across multiple areas including retirement, estate, tax, business, and insurance, and employs a fee-only pricing model based on client net worth and income rather than assets under management.

Philip Mcdowell is a financial advisor at Heartland Financial Planners with a Series 65 credential and nine years of professional experience. Prior to his advisory role, he was involved with Heartland Family Mediators, LLC and completed full-time law studies at Indiana University. He is engaged in legal and mediation services through a separate practice connected to the firm. Heartland Financial Planners, LLC is a state-registered, fee-only investment adviser that offers comprehensive financial planning and discretionary investment management primarily to individuals, high-net-worth clients, and small business owners. The firm emphasizes customized planning, diversified ETF-based portfolios, and tax-aware strategies while maintaining client assets with independent custodians.

Treavor Dodsworth is a CFP®-certified financial advisor with 10 years of industry experience. He is the principal of Sycomore Financial, an independent advisory firm based in Anderson, IN. In addition to his advisory work, he owns and operates Monthly Financial Coaching LLC, a financial coaching business. Prior to his current roles, he has worked at NorthWest Financial Services and held various positions including at Uber and Premier Accounting Services. Sycomore Financial provides investment advisory and financial planning services to individual clients, focusing on retirement planning, tax considerations, estate planning, and small-business planning. The firm emphasizes passive, diversified portfolios with factor tilts and manages accounts on a non-discretionary basis, offering clients ongoing comprehensive planning or project-based engagements.

Mulong Wang is the principal of Erlang101 Capital Management LLC in Fishers, Indiana, with 13 years of industry experience. He holds a Series 65 designation and has led Erlang101 Capital Management since 2014. Outside of his advisory role, Wang is also the principal of I-Care Financial Corporation, an insurance agency he founded in 2006. Erlang101 Capital Management provides customized, discretionary investment management primarily for high-net-worth individuals, utilizing a combination of fundamental research, technical analysis, and global macro studies to guide portfolio decisions. The firm manages portfolios across equities, ETFs, bonds, no-load mutual funds, and derivatives, and offers performance-based fees for qualified investors alongside asset-based, fee-only arrangements.

Jeffrey Sturgis is a CFP® with 21 years of industry experience, currently serving at Brightstone Advisors LLP since 2009. He has a background that includes longstanding roles at Forum Private Client Group, Linsco/Private Ledger Corp., and his own entities, Sturgis Private Client Group LLC and Sturgis CPA Group LLC. Outside of his advisory work, he is the 100% equity owner and managing partner of Brightstone CPA’s LLP, a public accounting practice. Brightstone Advisors serves individual and high-net-worth clients, offering portfolio management, family office services, and financial planning. The firm emphasizes long-term, diversified portfolios with tax-aware management and integrates accounting and tax services through its affiliated public accounting practice.

Joshua Walker is a financial advisor at Wright Planning, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Wright Planning since 2023. Outside of his advisory role, he is a Product Manager at Kamar Products, Inc., a position he has held since 2002. Wright Planning serves individual and corporate clients by providing integrated financial planning alongside portfolio management. The firm employs a combination of fundamental and technical analysis within a Modern Portfolio Theory framework and offers various planning engagements without standalone investment management.

Brandon Gregg is a Certified Financial Planner® with 11 years of industry experience. He is currently a principal at BBK Wealth LLC, where he has worked since 2021, and has also been associated with Fifth Third Securities since 2015. Outside of his advisory work, he holds a one-third ownership in Property Genesis LLC. BBK Wealth LLC provides advisory services to individuals, small businesses, and high-net-worth clients, specializing in discretionary portfolio management, financial planning, and advisory consulting. The firm offers tailored investment strategies with an emphasis on ETF-based allocations and includes dedicated cryptoasset planning and management alongside traditional wealth management.

Rone Davis is a financial advisor with Daviman Financial, LLC in Noblesville, IN, holding the CFP® and ChFC® designations and bringing 24 years of industry experience. His prior roles include positions at ReJoyce Wealth Management LLC and Eagle Strategies, as well as operating his own advisory and insurance businesses. Outside of advising, he serves on the boards of a nonprofit providing housing for people with disabilities and a professional training organization for tax professionals, and is involved with the Riley Children’s Hospital Foundation. Daviman Financial serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with financial planning, investment management, and consulting services. The firm manages approximately $234 million for about 190 clients, offering both discretionary and non-discretionary portfolio services along with strategic asset allocation and ongoing financial plan reviews.

I work to help folks manage their wealth and the way they think about it... I am an Indy-based financial advisor and founder of BBK Wealth. I grew up on the border of NY and PA  in “the valley” and later in the finger lakes region where his parents still live.  Seneca Lake is his proud home. Why Indiana? I attended Notre Dame to earn my degree in Finance and then my masters in Education. Now – me and my wife, Maggie,  have 4 kids (KCMT) and a great dog named Winnie. BBK is a wealth management company that serves families. We all have families, some BIG. We want to see them all live in retirement with pride, dignity, and financial security. We NEVER want anyone to be harmed or left out in the cold because they did not trust the right team to manage their wealth. We’re passionate about that. We are committed to that.

Brendan Crews is a financial advisor at Daviman Financial, LLC with 14 years of industry experience. He holds the CFP® designation and has previously worked at New York Life, Nylife Securities LLC, and Eagle Strategies. Outside of his advisory role, he is also an insurance broker appointed with outside carriers for brokering non-registered insurance products. Daviman Financial serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing comprehensive financial planning, investment management, and retirement plan consulting. The firm manages approximately $234 million for about 190 clients, offering discretionary and non-discretionary portfolio services that incorporate a range of investment approaches including strategic and tactical asset allocation.

Charles Werckenthien is a ChFC® credentialed financial advisor with 35 years of industry experience. He is currently a principal at SecurEstate Financial Services Inc., where he has worked since 2020, following five years at Cambridge Investment Research. Werckenthien is also the owner and president of SecurEstate Financial Services, an RIA focused on investment advice, asset management, and financial planning. SecurEstate Financial Services provides advisory services to individual and high-net-worth clients, offering ongoing portfolio management, financial planning, and the selection of third-party advisers. The firm employs a long-term investment approach that integrates fundamental analysis, modern portfolio theory, and quantitative analysis across various asset classes.

Nicholas Catlin is a CFP® with 18 years of industry experience, currently serving as an advisor at CBG & Company, Inc. since 2011. He holds Series 63 and Series 65 licenses. CBG & Company, Inc. advises individuals, high-net-worth clients, and retirement plans, managing approximately $252 million in discretionary assets. The firm offers portfolio management, financial planning, pension consulting, and specialized accounting and practice consulting services primarily for dental professionals.

Dipen Mehta is a financial advisor at Helix Wealth with 10 years of industry experience. His previous roles include positions at INVST, Inc., Valor Capital Management, and Prosperity Capital Advisors. Outside of advisory work, he is involved in developing retirement planning tools through MyRetirementPlan.AI, Inc. and operates several other businesses unrelated to investments. Helix Wealth provides advisory services to individuals, high-net-worth families, business owners, trusts, estates, charitable organizations, and institutional clients. The firm offers comprehensive wealth management, multi-family office services, investment management, retirement plan consulting, tax planning oversight, estate planning support, concierge administrative services, and educational programming. Investment decisions are based on fundamental analysis, asset allocation, and modern portfolio theory, with a focus on long-term discipline and tax-sensitive implementation.

Timothy Luker is a financial advisor at Brightstone Advisors LLP with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Primerica Financial Services and Primerica Advisors. Outside of financial services, he is the managing member and owner of Lapel's Ice Cream Plus, LLC. Brightstone Advisors serves individual and high-net-worth clients, providing portfolio management, family office services, and financial planning. The firm emphasizes long-term, diversified investment strategies with tax-aware management and integrates accounting and tax services through an affiliated CPA practice.

Christopher Norwood is a CFA® charterholder with 16 years of industry experience and serves as the principal of Norwood Economics, Inc. He has been an adjunct professor of economics at Butler University since 2016 and began coaching girls high school softball at North Central High School in 2024. His career also includes six years of service with Warren Township. Norwood Economics provides discretionary portfolio management and financial planning for individual and institutional clients, employing an actively managed, multi-asset class approach with a value-oriented, bottom-up equity process and tactical asset-class tilts based on valuation and risk/reward assessments. The firm distributes a weekly market newsletter, conducts educational seminars and webinars, and offers financial planning as a no-cost component of portfolio management.

Lauren Werckenthien is a CFP® and Series 66-registered financial advisor with eight years of industry experience. She is currently with SecurEstate Financial Services, Inc., where she has worked since 2016, including roles at affiliated entities and prior positions at Cambridge Investment Research. She serves on the investment committee of the South Madison Community Foundation, a nonprofit community foundation in Madison County, Indiana. SecurEstate Financial Services provides advisory services to individual and high-net-worth clients, offering portfolio management, financial planning, and third-party adviser selection. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative analysis to guide its long-term investment approach.

Brian Wright is a CFP® with 16 years of industry experience. He is a principal at Wright Planning, LLC and also serves as a business consultant at Wright Accounting Group, LLC. His prior experience includes positions at ARGI Investment Services, LLC and Valeo Financial Advisors. Wright Planning, LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, and small businesses. The firm combines fundamental and technical analysis within a strategic and tactical asset allocation framework, managing client accounts based on objectives, risk tolerance, and tax considerations.