Richard Doyle is a financial advisor at Doyle Investment Management with 24 years of industry experience. He has held the Series 63 and Series 65 designations and has been with Cornerstone Capital Management, Inc. since 2005. Doyle Investment Management provides investment supervisory services and financial planning to individuals, families, corporations, businesses, trusts, and estates. The firm manages client portfolios on a discretionary basis, primarily using Exchange Traded Funds (ETFs), and applies a combination of fundamental, technical, charting, and cyclical analysis to construct diversified portfolios aimed at managing risk.

John Mc Fie is a financial advisor at Wealth Team LLC in Franklin, IN, holding a Series 65 designation with five years of industry experience. He has been involved with multiple businesses, including managing Star Solutions LLC, which focuses on software development and services, and Wealth Solutions, LLC, which produces books and educational materials. Additionally, he is licensed as an insurance agent and operates Life Benefits, LLC, an insurance agency. Wealth Team LLC is an independent advisory firm that provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm develops customized investment programs based on clients' goals and risk tolerances, using fundamental, technical, and cyclical analysis, and offers planning on an hourly or fixed-fee basis.

Douglas Myers is a financial advisor with Myers Asset Management LLC in Whiteland, IN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Waycross Partners LLC and Ameriprise Financial. Myers Asset Management LLC provides ongoing portfolio management to individuals and high-net-worth clients, focusing on mutual funds, equities, fixed-income securities, and ETFs. The firm uses a variety of investment methods and generally employs a long-term trading approach, tailoring strategies to clients’ goals and risk tolerances.

Kinder Dean is a Series 65-licensed financial advisor with 15 years of industry experience, currently practicing at Kinder Financial Services in Nashville, IN. He has worked at Valeo since 2013. Dean also operates an affiliated entity called Blue Donkey Empires, which involves real estate activity. Kinder Financial Services primarily serves individual clients, including many high-net-worth individuals, alongside businesses, charities, and small pension plans. The firm offers financial planning and discretionary portfolio management with an investment approach centered on technical security analysis and trend-following, focusing on ETFs and blue-chip dividend stocks.

Patrick Andrews is a CFP® professional with five years of industry experience, currently serving at WWA Planning & Investments since 2021. Prior to this, he worked for eight years at Cummins, Inc. WWA Planning & Investments is a fee-only advisory firm serving individuals, including high-net-worth clients, as well as certain retirement plans and charitable organizations. The firm employs an evidence-based planning process integrated with portfolio management, offers ESG screening upon request, and provides educational seminars and workshops to the community.

Jimmy Kemp is a financial advisor with McAvoy Kemp Wealth Management, LLC in Columbus, Indiana, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with McAvoy Kemp Wealth Management since 2007 and has been associated with Cambridge Investment Research, Inc. since 2001. Outside of advising, he is involved in local politics as a board member of the Brown County County Council and holds various roles within the Brown County Republican Party. McAvoy Kemp Wealth Management provides financial planning and portfolio management services to individual and high-net-worth clients, pension and profit-sharing plans, and trusts. The firm emphasizes individualized financial planning and asset allocation, managing accounts primarily on a discretionary basis with portfolios that commonly include mutual funds and ETFs.

John Eisenbarth is a financial advisor at Gladstone Wealth Partners with 27 years of industry experience. He holds a Series 63 designation and has worked at Gladstone Wealth Partners since 2021, as well as at Kessler Investment Group since 2010. Gladstone Wealth Partners is an enterprise firm with 107 advisors, serving clients through institutional advisory services and asset management.

Cheryl McAvoy is a financial advisor at McAvoy Kemp Wealth Management, LLC with 21 years of industry experience. She holds a Series 66 designation and has been with McAvoy Kemp Wealth Management since 2007. Outside of her advisory role, McAvoy serves as a board member for Columbus City Utilities and is the managing partner of Simon Media LLC. McAvoy Kemp Wealth Management provides financial planning and portfolio management services to individual and high-net-worth clients, as well as pension and profit-sharing plans and trusts. The firm manages approximately $63.8 million for around 110 clients, offering individualized financial planning and discretionary portfolio management with a focus on mutual funds and ETFs.

Craig Kessler is a financial advisor with Kessler Investment Group, LLC in Columbus, Indiana, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has worked at Gladstone Wealth Partners since 2020 while maintaining his role at Kessler Investment Group since 2009. Outside of advisory services, Kessler is president and sole owner of Kessler Property Group, LLC, which manages real estate holdings including the firm’s office. Kessler Investment Group provides discretionary portfolio management and financial planning to a diverse client base including individuals, ERISA plans, trusts, charitable organizations, and insurance companies. The firm employs an Active vs. Passive approach, blending passive allocations with sector-focused active management, and serves as a sub-adviser and program participant for third-party firms.

Jalene Hahn is a CFP® with 21 years of industry experience and has been with WWA Planning & Investments since 2015. She holds a Series 65 license and is based in Columbus, Indiana. Outside of her advisory role, she serves as an unpaid registration agent for a dormant LLC. WWA Planning & Investments is a fee-only advisory firm serving individuals, including high-net-worth clients, retirement plans, and charitable organizations. The firm employs an evidence-based planning process integrated with portfolio management and offers services such as comprehensive financial planning, discretionary and non-discretionary portfolio management, and educational seminars.

Matthew Rust is a financial advisor at Kessler Investment Group, LLC in Columbus, IN, holding a Series 65 designation with seven years of industry experience. He worked at Kessler Investment Group from 2014 to 2020 and rejoined the firm in 2024. Between these periods, he was employed at Century 21/Breeden Realtors from 2020 to 2024. Kessler Investment Group provides discretionary portfolio management and financial planning to a diverse client base, including individuals, ERISA retirement plans, trusts, and charitable organizations. The firm employs an Active vs. Passive investment approach that combines passive allocations with sector-focused active management and serves both retail and institutional clients.

Pillar Wealth serves as Personal CFO for high-performing business owners. Unlike the traditional solo advisor model, we take a team approach to managing your financial life. We optimize everything from: tax strategy, traditional investment management, real estate investing, business investing, business strategy, estate planning, insurance planning, charitable giving, and future planning. We're your ongoing thought partner, not someone you meet with once a year, so that we can keep everything working at the highest level.

Kevin Good is a financial advisor at Pillar Wealth LLC with one year of industry experience. He holds a Series 65 designation and has been involved in business management and administrative consulting through his ownership of Blue Dot Group, Inc., as well as real estate brokerage activities. Pillar Wealth serves individuals, high-net-worth households, families, and small businesses with discretionary wealth management and comprehensive financial planning. The firm combines quantitative techniques, fundamental research, and tailored portfolio management to align with each client’s goals and risk tolerance.

Wyatt Mc Cullough is a financial advisor at Pillar Wealth LLC with a Series 65 designation and three years of industry experience. His prior roles include positions at Process Alliance LLC, UBS Private Wealth Management, and Inlet Realty Group. He is also a student at Franklin College. Pillar Wealth serves individuals, high-net-worth households, families, and small businesses with discretionary wealth management and comprehensive financial planning. The firm combines quantitative techniques and fundamental research in its tailored investment advice and offers project-based consulting services alongside ongoing portfolio management.

Andrew Pajakowski is a financial advisor at WWA Planning & Investments with five years of industry experience. He holds a Series 65 designation and previously worked at Cummins, Inc. for 25 years. WWA Planning & Investments is a fee-only advisory firm serving individuals, including high-net-worth clients, as well as retirement plans and charitable organizations. The firm employs an evidence-based planning process integrated with portfolio management, offers ESG screening upon request, and provides targeted services for clients nearing retirement.

Megan Rynearson is a financial advisor with WWA Planning & Investments in Columbus, IN, holding a Series 65 designation and two years of industry experience. She has previously worked at Cummins, Inc. and Ford Motor Company, as well as held roles at Purdue University. WWA Planning & Investments is a fee-only advisory firm serving individuals, including high-net-worth clients, as well as certain retirement plans and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and educational seminars, using an evidence-based planning process integrated with portfolio management and providing ESG screening upon request.

Bryce Fathauer is a financial advisor at SMI Advisory Services, LLC with 11 years of industry experience. He holds the Series 65 designation and is based in Columbus, Indiana. SMI Advisory Services manages approximately $949 million in discretionary assets and serves over 1,000 clients, primarily individual investors who are not high-net-worth. The firm employs quantitative, mechanical analysis and momentum-based algorithms in its investment approach, managing portfolios through separately managed accounts and its own family of mutual funds.

Brian Mondics is a financial advisor at SMI Advisory Services, LLC with two years of industry experience. He holds the Series 65 designation and has previously worked at Higher Level Financial Services LLC and Accuray. SMI Advisory Services manages approximately $949 million in discretionary assets, serving mostly non–high‑net‑worth individual investors through separately managed accounts and a family of open-end mutual funds. The firm uses quantitative, mechanical analysis and momentum-based algorithms to construct portfolios and simultaneously manages its own mutual funds while advising investment company clients.

Margaret Kamman is a CFP® professional with eight years of experience, currently serving at Kirr, Marbach & Company, LLC since 2018. Prior to joining the firm, she worked at Cummins Engine Business and Cummins Emissions Solutions. Kirr, Marbach & Company, LLC provides discretionary portfolio management to individual, high-net-worth, and institutional clients, including corporate pension plans and a registered investment company. The firm employs a long-term, value-oriented equity strategy across market capitalizations and utilizes defined-maturity ETFs for fixed income allocations.

Sandra Morrison is a financial advisor at SMI Advisory Services, LLC with 13 years of industry experience. She holds a Series 65 designation and has worked at Unified Financial Securities since 2014 while also being with SMI Advisory Services since 2011. SMI Advisory Services manages approximately $949 million in discretionary assets, serving over 1,000 clients primarily composed of non–high‑net‑worth individuals. The firm employs quantitative and momentum-based strategies derived from the Sound Mind Investing newsletter and manages portfolios through separately managed accounts and a family of open-end mutual funds.