Dustin Hunter is the principal of SunRift Capital Partners LLC and holds a Series 65 designation with 14 years of industry experience. His prior work includes roles at Legacy Wealth Management and various independent capacities since 2015. Outside of his advisory role, he is involved as a managing member of Granite Park Capital and works as an insurance agent with Retirement Income Consultants. SunRift Capital Partners is an independent investment adviser serving primarily individuals, high-net-worth clients, and charitable organizations. The firm provides discretionary asset management, financial planning, and educational seminars, employing fundamental, technical, and cyclical analysis to tailor investment programs to clients’ goals and risk tolerance.

John Anderson is a CFP® professional with 19 years of industry experience, currently serving as the sole advisor at AFP Group, LLC. He has led Anderson Financial Planning Group, LLC since 2012. In addition to his advisory role, he works as a traditional insurance agent. AFP Group, LLC provides financial planning and portfolio management services to individuals, trusts, estates, foundations, and small businesses, with a specialization in packaged retirement-plan services for employers. The firm employs a long-term, diversified investment approach and offers employer-focused financial education, including no-cost workshops and individual employee counseling.

My path into financial planning started with a conversation that I had with my mom. When I was in my late 20s, we were talking about student loans, and she mentioned that she wished she had someone to walk her through all the different options that were available when we were figuring out how to pay for college. That comment really resonated with me. I realized I wanted to be that person for others when it comes to their finances, someone who helps them understand their choices so they can make confident decisions. I've always been drawn to math and numbers, so this work feels like a natural fit. I earned my B.S. in Mathematics from Purdue and my M.S. in Accounting from IUPUI. Over the past decade and a half in the financial services industry, I've earned my CPA, CFP, and CFA designations. What really drives me is using the skills that I've developed to help people navigate the maze of rules around investments, retirement, and taxes. We've built so many incentives to encourage retirement savings, but the rulebook that comes with them can be overwhelming. Helping clients work through that complexity is what I do best. My focus is on retirement planning, tax planning, and managing investments in a tax-efficient manner. I spend my days preparing financial plans, building retirement projections, managing portfolios, running tax projections and Roth conversion analyses, and figuring out withdrawal strategies that keep more money in my clients' pockets. What I love most about this work is getting to know my clients and becoming someone they trust. I want to be the first person they think to call when they need help or have a question. Retirement brings a lot of changes, and I find it rewarding to help clients identify what matters most to them and then build a plan to get there.

Jared Defore is a financial advisor at Onward Fi, LLC with 11 years of industry experience. He holds the CFP®, PFS™, and Series 65 designations. Prior to founding Onward Fi in 2023, he worked for nine years at Market Street Wealth Management Advisors, LLC. Onward Fi serves individual clients by providing combined investment management and comprehensive financial planning services. The firm employs a primarily passive investment approach using index mutual funds and ETFs, supplemented by various analytical methods to guide asset allocation, while focusing on tax efficiency and periodic rebalancing.

Edward Gunnell II is the principal of Gunnell Financial Planning in Plainfield, IN, with 31 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at HBC Wealth Management and Cetera Advisors LLC. Outside of financial advising, he serves on the board of directors for Harper Brown Capital and also works as a youth soccer referee. Gunnell Financial Planning is a fee-only, independent advisory firm serving individuals, institutional clients, and businesses such as pension plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation and global diversification, implementing portfolios primarily with no-load mutual funds and ETFs on a buy-and-hold basis while providing additional tax, insurance, and financial planning services.

Martin James is a financial advisor with Modern Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at World Equity Group for 14 years and has operated his own CPA firm, Martin E. James CPA, P.C., since 1997. Outside of his advisory role, he is a certified fly casting instructor and serves as secretary for the Heartland Fly Fishing Festival, Inc. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and corporations. The firm employs a centralized portfolio management approach supported by an Investment Committee and offers specialized services such as ERISA plan management and tax planning through affiliated entities.

Paul Tingley is a CFP® with 39 years of industry experience, currently associated with Silver Oak Securities, Incorporated since 2018. He has also worked at Financial Resource Advisors, where he manages a fixed insurance agency, and he owns and manages a farm in Martinsville, Indiana. In addition, he serves as a consultant for Invite Wealth Management, providing financial planning and business exit/succession planning services. Silver Oak Securities serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and other entities through a network of over 100 financial professionals. The firm offers a range of advisory programs with primarily discretionary management tailored to client objectives and risk tolerances, utilizing both individual securities and strategist models supported by advanced trading and reporting infrastructure.

John Dowell is a financial advisor at First Heartland Consultants, Inc. with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones for seven years before joining First Heartland Capital Inc. in 2022. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants, offering personalized asset management, third-party asset management, and model-based self-directed brokerage account programs. The firm’s advisory services are delivered through independent representatives using a combination of fundamental, technical, and cyclical analysis and offer both strategic and tactical asset allocation.

Heather Mc Ghee is a Series 66-licensed financial advisor with Modern Wealth Management, LLC, based in Clayton, IN. She has 2 years of experience at Modern Wealth Management and previously worked for 11 years at Edward Jones. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services such as discretionary investment management, tax and estate planning, and ERISA plan services.

Kyle James is a financial advisor at Modern Wealth Management, LLC with 15 years of industry experience and holds a Series 66 designation. He has worked at Modern Wealth Management since 2023 and previously at Martin James Investment and Tax Management, LLC and World Equity Group. Outside of his advisory role, Kyle serves as Vice President of the board and assistant coach for a youth girls travel softball team through Indy Mavericks, Inc. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension and retirement plans, and charitable organizations. The firm utilizes a centralized portfolio management model with an Investment Committee and offers a broad range of services such as discretionary investment management, tax and estate planning, and ERISA plan services.

Christopher Smail is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Gwfs Equities, Inc. since 2016. Outside of his advisory role, he has been a freelance musician for over 25 years, performing and recording as a singer and guitarist. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders, delivering services through an integrated platform aligned with Empower’s recordkeeping and administrative systems.

John Murphy is a financial advisor with SPC in Plainfield, Indiana, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked at Parkland Securities, LLC since 2014. Outside of his advisory role, he established North 84 LLC, a company focused on non-variable life and annuity marketing, and operates Saratoga Wealth Management, LLC. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm provides portfolio management, financial planning, and ERISA-related retirement services, offering both discretionary and nondiscretionary investment strategies.

Brandon Craiger is a financial advisor at &PARTNERS with 14 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 14 years before joining &PARTNERS in 2025. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both advisory and brokerage services, utilizing a mix of proprietary and third-party investment strategies supported by fundamental, technical, and quantitative analysis.

Yetunde Ajayi is a financial advisor with Fifth Third Securities, Inc. in Indianapolis, IN, holding Series 63 and Series 66 credentials with three years of industry experience. Her prior roles include positions at JPMorgan Chase Bank and J.P. Morgan Securities. She has also worked in the hospitality sector with Home2 Suites By Hilton and Tobis Hotels & Gardens. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers various discretionary managed-account options, including advisor-directed models and direct indexing, supported by its affiliation with Fifth Third Bank and multiple platform providers.

Eric Farley is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with TIAA-CREF since 2015. Outside of his advisory role, Farley is involved in baseball instruction as an owner and operator and serves as a varsity assistant baseball coach at Plainfield High School. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing discretionary management, utilizing model portfolios and customized portfolios managed under client-approved investment policies.

Sheila Stevenson is a financial advisor with SPC, holding a Series 66 designation and six years of industry experience. She has worked at Saratoga Wealth Management since 2019 and previously spent 14 years at Equity Financial Services. She is also a commissioned notary public in Indiana. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors.

Ashlee Craiger is a financial advisor at &PARTNERS with a Series 66 designation and six years of industry experience. She previously worked at Edward Jones for six years and has a background with Rodan + Fields. &PARTNERS serves a diverse client base including individual investors, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides investment advisory and brokerage services using both proprietary and third-party models, and engages in a range of activities including financial planning, ERISA consulting, and investment banking.

Cameron Chestnut is a financial advisor at OSAIC Advisory Services, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Triad Advisors, Parkland Securities, and Sherwin Williams. He is also a part owner and advisor at Chestnut Financial Group, where he provides financial services and sells life insurance. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and employs multiple program models with custody and execution primarily through Schwab and Fidelity.

Dallas Collins is a financial advisor at AE Wealth Management, LLC with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Madison Avenue Securities, Boys and Collins Financial, and cfd investments, Inc. Outside of his advisory roles, Collins serves as a Notary Public in Indiana. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and combines fundamental, technical, and cyclical investment strategies across a wide range of asset management programs.

Johnnie Chestnut is a CFP® professional with 24 years of industry experience, currently with OSAIC Advisory Services, LLC. His prior experience includes roles at Parkland Securities and First National Bank. Outside of advising, he owns Primitive Pleasures Candles, a retail and wholesale candle business, and is a partner involved in the operations and membership growth of Rolling Meadows Golf Course. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides investment management, financial planning, retirement plan consulting, and a range of related services through various program models and platforms.