Jason Werner

Gene Austin is the principal of Austin Financial Strategies, Inc., an independent registered investment adviser based in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to founding Austin Financial Strategies in 2011, he has been involved with MoneyBlock since 2015. Outside of his financial advisory work, he owns and operates Austin Speed and Agility, a business focused on training athletes in speed and agility. Austin Financial Strategies serves individual clients, retirement plans, and business entities with discretionary portfolio management and financial planning. The firm employs a blend of asset allocation, fundamental and technical analysis, and utilizes Morningstar-based model portfolios across mutual funds, ETFs, and individual equities, offering both active and passive management approaches.

Corey Roberts is the sole advisor at C.R. Retirement Strategies, LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses with six years of industry experience. His background includes roles at Securities America, Inc and National Planning Corporation, as well as non-financial positions at DoorDash and Powerhome Solar. He is also an independent contractor selling insurance products. C.R. Retirement Strategies is an Indiana-registered investment adviser founded in 2025 that provides portfolio management, retirement planning, and financial planning services. The firm supports pooled or institutional-style mandates and employs a discretionary investment process that integrates fundamental, technical, cyclical, and economic analysis, using both active and passive management approaches based on client objectives.

Bradley Henthorn is a CFP® with 29 years of industry experience and has been the principal of Henthorn Agency, Inc. since 1990. He holds a Series 63 license and operates an independent advisory firm in Beech Grove, IN. Outside of his advisory work, he serves as a vice president of an S corporation involved in rental real estate investments. Henthorn Agency, Inc. serves individual clients, primarily middle-income Americans, offering comprehensive financial planning, portfolio analysis, tax preparation, and insurance reviews through a flat-fee retainer program. The firm uses risk-based model asset allocations and manages directed, non-discretionary portfolios, combining investment advice with tax and estate planning services.

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.

Leslie Reed is the owner and sole advisor of RIM Group, an independent investment advisory firm based in Indianapolis, IN, with 15 years of industry experience. Prior to founding RIM Group in 2011, Reed worked at American Equity Investment Corp from 2014 to 2017. Outside of advisory work, Reed is an author associated with Phimisms Publishing Company. RIM Group provides investment advisory and portfolio management services to individuals, personal trusts, and a variety of institutional clients, including corporations, retirement plans, endowments, and charitable organizations. The firm offers manager selection, business advisory, and bond/public finance advisory services, utilizing a structured fact-finding process and a mix of discretionary and non-discretionary management arrangements.

Richard Swartz is a CFA charterholder and principal of Swartz Advisory LLC in Indianapolis, Indiana, with seven years of industry experience. He has held roles at Ready4, Inc., First Analysis, and Veritas Prep prior to founding his current firm in 2018. Swartz Advisory LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, high net worth clients, trusts, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis tailored to client objectives, and utilizes derivatives and margin strategies uncommon among similar independent advisory firms.