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.

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.

Mark Hannah is a financial advisor with Potts, Hannah & Fischer Wealth Management Group, LLC in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. In addition to his advisory role, he is involved in real estate and mortgage services through PHF Realty LLC and provides accounting and tax preparation services as a partner at Potts, Hannah & Fischer, P.C. Potts, Hannah & Fischer Wealth Management Group offers portfolio management and investment supervisory services to individuals, high-net-worth clients, and private business entities. The firm’s investment approach integrates fundamental and technical analysis, emphasizing asset allocation and security selection, and utilizes a wide range of instruments including derivatives strategies. It also provides accounting advice through an affiliated practice, though clients are not obligated to use these services.

John Mc Fie is a financial advisor at Wealth Team LLC in Franklin, IN, holding a Series 65 designation with four years of industry experience. He has been managing Wealth Team LLC since 2021 and has additional experience in insurance and software development through his roles at McFie Insurance LLC, Star Solutions LLC, and other business ventures. Outside of advising, he is involved in insurance sales and manages a software development company and a business producing educational materials. Wealth Team LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on clients’ goals and risk tolerance, using a mix of fundamental, technical, and cyclical analysis, and reviews accounts regularly with attention to tax and fee considerations.

Gregory Schiffli is the principal and sole advisor at On Target Wealth Partners, LLC, an independent firm based in Greenwood, Indiana. He holds a Series 65 designation and has 17 years of industry experience, including 18 years at his current firm. In addition to his advisory work, he serves as an instructor of finance and general education classes at Harrison College. On Target Wealth Partners provides investment supervisory services and financial planning to individuals and families, including some high-net-worth clients. The firm emphasizes tailored advice, primarily using lower-cost mutual funds and ETFs, and manages accounts on a non-discretionary, fee-only 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.

Kyle Benham is a financial advisor at Benham Advisory Group with a Series 65 credential and four years of industry experience. He has held roles at Integrity Wealth Solutions and currently serves as a director of Benosi Row, LLC. Outside of finance, he has been involved in various entertainment projects including shows on TBS, Facebook, Quibi, Apple TV, and Netflix. Benham Advisory Group, founded in 2024, offers discretionary asset management and financial planning to both high-net-worth and non-HNW clients. The firm employs rules-based investment models using a variety of securities and provides ongoing portfolio management with monthly reviews, rebalancing, and tax-loss harvesting.

Bryan Weiss is a financial advisor with Marian Investor Coaching, Inc., holding a Series 65 credential and 19 years of industry experience. He has worked at Frank & Kraft Wealth Coaching, Inc. and Marian Financial Partners, Inc. since 2010 and 2015 respectively, and he is also president of Asset Preservation Alliance Inc., where he conducts insurance agency activities. Marian Investor Coaching, Inc. provides investor coaching primarily to individual investors and serves as a co-advisor by referring clients to an unaffiliated money manager, Matson Money, Inc. The firm focuses on adviser selection and oversight, preparing Portfolio MRI reports and offering fee-for-service educational work rather than directly managing assets.

Logan Benham is a financial advisor at Benham Advisory Group with six years of industry experience. He holds a Series 65 designation and has worked at Integrity Wealth Solutions and Benham Advisory Group since 2018. Outside of advising, he is involved in tax preparation and administrative support through his firm and is an owner of Benosi Row, LLC, a real estate-related business. Benham Advisory Group provides discretionary asset management and financial planning to both high-net-worth and non-HNW individual investors. The firm employs rules-based investment models combining economic, fundamental, technical, and quantitative analysis, offering ongoing portfolio management and standalone planning services.

Joseph Ray is a financial advisor at Marian Investor Coaching, Inc. in Greenwood, IN, holding a Series 65 designation with 12 years of industry experience. He has been with Marian Financial Partners, Inc. since 2013 and also works as an actuarial analyst at WellPoint, Inc. outside of his advisory role. Marian Investor Coaching, Inc. provides investor coaching primarily to individual investors and related entities, operating through a co-advisor model by referring clients to Matson Money, Inc. The firm focuses on adviser selection and oversight, offering Portfolio MRI reports and fee-for-service educational engagements rather than directly managing client assets.

Walter Koon Jr. is a CFA® charterholder with 22 years of industry experience. He is currently an advisor at Koon Financial Planning & Consulting, where he has worked since 2010. Outside of his financial advisory work, he is involved in a commercial office leasing business. Koon Financial Planning & Consulting serves individuals, trusts, estates, and small charitable foundations by providing comprehensive financial planning and investment management. The firm employs a top-down asset allocation approach, combining fundamental and technical analysis, and offers both discretionary and non-discretionary account management with attention to client-imposed investment restrictions.

Evan Fruits is a financial advisor with Koon Financial Planning & Consulting (KFP&C) in Greenwood, IN. He holds the Series 65 designation and has eight years of industry experience, including roles at Cross Financial Services and Indiana University. He has been with KFP&C since 2017. Koon Financial Planning & Consulting provides comprehensive financial planning and investment management services to individuals, trusts, estates, and small charitable foundations. The firm employs a top-down asset allocation strategy combined with diversified core portfolios and tactical satellite positions, managing approximately $147 million with a two-advisor team.

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.

Brian Bischoff is a financial advisor at Bischoff Wealth Management Group, LLC in Greenwood, IN, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with his current firm since 2015. Outside of his advisory role, Bischoff has ownership interests in several local commercial real estate and restaurant businesses. Bischoff Wealth Management Group provides holistic wealth management services including financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $196 million in discretionary assets and uses a combination of mutual funds, ETFs, individual securities, technical and cyclical analysis, and tailored portfolio construction based on client-specific factors.

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.

Maxwell Bigler is a financial advisor with Financial Plans & Strategies, Inc. in Greenwood, IN, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Financial Plans & Strategies in 2023, he worked at Charles Schwab & Co., Inc. and Frontier. Financial Plans & Strategies provides investment advisory and planning services to individuals, high-net-worth clients, families, trusts, estates, and employer retirement plans. The firm offers discretionary asset management, retirement plan advisory, and financial planning tailored to client objectives, with a focus on diversified allocations and ongoing portfolio supervision.

Maggie Meiners is a financial advisor at Financial Plans & Strategies, Inc. in Greenwood, IN, holding Series 63 and Series 65 licenses with nine years of industry experience. She has been with Financial Plans & Strategies since 2015. Financial Plans & Strategies provides investment advisory and planning services to individuals, high-net-worth clients, families, trusts, estates, and employer retirement plans. The firm offers discretionary asset management, retirement plan advisory, and financial planning with tailored advice implemented through diversified allocations and periodic portfolio supervision.

Grant Reeves is a financial advisor with CoreVision Financial Group, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial and operates Grant Reeves Law LLC as a licensed attorney. Reeves serves as a board member for Franklin County Community Schools. CoreVision Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $352 million for around 760 clients and takes a customized, primarily long-term investment approach using a range of securities and independent managers.

Brent Thoman is a financial advisor with coreVISION Financial Group, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with LPL Financial since 2014 and joined coreVISION Financial Group in 2023. Outside of his advisory role, Thoman coaches basketball and baseball at local schools in Shelbyville, Indiana. coreVISION Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $352 million for around 760 clients and employs a customized, long-term investment approach utilizing a range of securities and independent managers.