Woodley Farra

Levi Gates is a Series 65-licensed financial advisor with Woodley Farra in Indianapolis, IN, with one year of industry experience. Prior to joining Woodley Farra, he worked at Ball State University and Lawrence North High School. Woodley Farra provides discretionary and non-discretionary investment management to individuals, pension plans, trusts, charitable organizations, corporations, and institutional clients. The firm emphasizes equity portfolios of larger-capitalization companies and offers named strategies alongside fixed income and preferred securities, applying a four-pronged investment analysis with regular portfolio reviews.

Jared Ruxer is a financial advisor at Woodley Farra with seven years of industry experience. He holds a Series 65 designation and has worked at Woodley Farra since 2019. Prior to that, he held roles with Unified Group Services, LA Angels, Big League Advance, and KC Royals. Woodley Farra provides discretionary and non-discretionary investment management to individuals, pension plans, trusts, charitable organizations, corporations, and institutional clients. The firm manages equity portfolios focused on larger-capitalization companies and offers income strategies including fixed income and preferred securities, using a four-pronged analysis approach and quarterly account reviews.

John Shelbourne is a CFA® charterholder based in Indianapolis, IN, with three years of industry experience. He has worked at Woodley Farra since 2019 and previously spent five years at Morningstar Investment Management. Woodley Farra provides discretionary and non-discretionary investment management to a range of clients, including individuals, pension plans, trusts, and institutions. The firm focuses on equity portfolios comprised of larger-capitalization companies and employs a four-pronged investment analysis approach with regular account reviews and reporting.

Michael Manion is a financial advisor at Woodley Farra in Indianapolis, IN, with 42 years of industry experience. He has been with Woodley Farra Portfolio Management since 1999 and previously operated M.W. Manion Investment Counsel from 1997 to 2006. Woodley Farra provides discretionary and non-discretionary investment management to a diverse client base, including individuals, pension plans, trusts, charitable organizations, corporations, and institutions. The firm focuses on equity portfolios of larger-capitalization companies and employs a four-pronged investment analysis, with quarterly reviews and reporting.

Donald Woodley is a CFA® charterholder based in Indianapolis, Indiana, with 42 years of experience in the financial industry. He has been with Woodley Farra Portfolio Management Inc. since 1995. Woodley Farra provides discretionary and non-discretionary investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and institutional clients. The firm emphasizes equity portfolios of larger-capitalization companies and employs a four-pronged investment analysis approach, managing approximately $2.32 billion in assets for about 1,591 clients.

Kimberly Bright is a financial advisor at Woodley Farra with 16 years of industry experience. She holds a Series 65 designation and has been with Woodley Farra since 2009. Outside of her advisory role, she performs temporary administrative data entry work unrelated to investments. Woodley Farra provides investment management services to individuals, institutions, and charitable organizations, focusing on equity portfolios of larger-capitalization companies alongside fixed income and preferred securities. The firm employs a four-pronged investment analysis and manages approximately $2.32 billion in assets across 1,591 clients.

Ross Bennett is a financial advisor with Woodley Farra in Indianapolis, IN, holding the Series 66 designation and 18 years of industry experience. He has been with Woodley Farra since 2010. Woodley Farra provides discretionary and non-discretionary investment management to individuals, institutions, and charitable organizations, managing approximately $2.32 billion in assets. The firm emphasizes equity portfolios of 25–30 large-cap companies and follows a four-pronged analysis approach, offering named strategies along with fixed income and preferred securities for income.

Kyle Harlemert is a Series 65-licensed financial advisor with Woodley Farra in Indianapolis, IN, where he has worked since 2005. He has 20 years of industry experience. Outside of his advisory role, he is a partner in McLeay Enterprise, LLC, which manages rental properties. Woodley Farra provides discretionary and non-discretionary investment management to a range of clients including individuals, pension plans, trusts, estates, charitable organizations, corporations, and institutions. The firm focuses on equity portfolios of larger-capitalization companies and offers named strategies such as the Core Value Portfolio and Dividend Portfolio, with investment decisions based on fundamental, quantitative, technical, and economic analyses.

Tracy Colson is a financial advisor with Woodley Farra in Indianapolis, IN, holding Series 63 and Series 65 licenses and having 18 years of industry experience. Prior to joining Woodley Farra in 2023, she worked at Goelzer Investment Management for seven years and at Campbell And Co CPAs for one year. Woodley Farra provides discretionary and non-discretionary investment management services to a range of clients including individuals, pension plans, trusts, charitable organizations, and institutional mandates. The firm employs a multi-faceted investment approach focusing on equity portfolios of larger-cap companies and offers named strategies such as the Core Value Portfolio and Dividend Portfolio alongside fixed income solutions.

Natalia De Ugarte Munoz is a Series 65 licensed advisor at Woodley Farra with one year of industry experience. She has worked at Woodley Farra Manion since 2024 and previously held positions at Maromo Holdings LP, Stagewood Consortium, C&M Auditors and Administrators, and Samford University. Woodley Farra provides discretionary and non-discretionary investment management to a diverse client base, including high net worth individuals, institutional clients, and charitable organizations. The firm focuses on equity portfolios of larger-capitalization companies and offers distinct strategies such as the Core Value Portfolio and Dividend Portfolio, employing a four-pronged investment analysis approach.

Emily Pyle is a Series 65-registered advisor with Woodley Farra in Indianapolis, IN, where she has worked for eight years. She is part of an 11-advisor team at the firm. Outside of her advisory role, Pyle is involved in property-related businesses as an owner and co-owner of two real estate companies. Woodley Farra provides discretionary and non-discretionary investment management services to individuals—including high net worth clients—as well as pension plans, trusts, charitable organizations, and institutional mandates. The firm focuses on equity portfolios of larger-capitalization companies combined with fixed income and preferred securities, using a four-pronged analysis approach to guide investment decisions.