Indianapolis, IN Allison Pointe Trail Office

Rebecca Muller is a CFP® with 43 years of experience in the financial advisory industry and has been with Money Concepts Capital Corp since 1986. She owns Circle Financial Planning, Inc., a non-investment related business, and is also involved with MERL, LLC, where she manages commercial property operations. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets using model-driven and asset-allocation strategies, offering both discretionary and non-discretionary portfolio programs supported by third-party managers and service providers.

Samuel Ellsworth is a CFP® with four years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp in Indianapolis, IN. He previously worked at KFG Wealth Management LLC and Korhorn Financial Group, and has a background that includes roles outside finance such as at Indianapolis Pool and Spa and Purdue University. Ellsworth also works as a financial planner and wealth coach with Circle Financial Planning. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing about $3.33 billion for around 14,700 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations, using a combination of model portfolios, advisor-designed strategies, and third-party sub-advisers.

Onajh Porter is a financial advisor with Money Concepts Capital Corp in Indianapolis, IN, holding a Series 66 designation and nine years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2025. Outside of finance, Porter is involved in music digital distribution and owns related entertainment businesses. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies across discretionary and non-discretionary programs and operates as part of a larger enterprise with several hundred advisors managing approximately $4.07 billion in assets.

Michael Lantz is a financial advisor with Money Concepts Capital Corp in Indianapolis, IN. He holds the CFP® designation and Series 65 and 63 licenses, with three years of industry experience. Prior to joining Money Concepts in 2021, he worked at 3Rivers Federal Credit Union and Ball State University. Outside of advising, he is involved in app development. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation approaches and offers both discretionary and non-discretionary programs, managing approximately $4.07 billion in client assets through a large network of advisors.