Meridian Investment Advisors, Inc.

Michael Burley is a financial advisor with Meridian Investment Advisors, Inc. in Indianapolis, IN, holding Series 63 and Series 65 designations and 26 years of industry experience. He has been with Meridian since 2008, working as part of a three-advisor team. Meridian Investment Advisors provides comprehensive asset management to individual clients, pension and profit sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach incorporates modern portfolio theory and integrates asset allocation, portfolio structure, specialist management, and portfolio management to align risk with benchmarks. Meridian also offers in-house tax and accounting services alongside advisory and pension-plan consulting.

Keith Allen is a financial advisor at Meridian Investment Advisors, Inc. with 13 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Outside of his advisory role, he has served as a JV/Varsity lacrosse coach at Carmel High School since 2018. Meridian Investment Advisors provides comprehensive asset management and financial planning services to individual clients, pension and profit sharing plans, trusts, estates, charitable organizations, and corporations. The firm integrates investment management with in-house tax and accounting capabilities, offering a range of services including pension consulting and tax planning.

Michael Werner is a CFP® with 25 years of experience in the financial industry. He has worked at Meridian Investment Advisors, Inc. since 2018 and previously held roles at JPMorgan Securities LLC and Charles Schwab. Meridian Investment Advisors provides comprehensive asset management and tax services to a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations. The firm’s investment approach integrates asset allocation, portfolio structure, specialist management, and portfolio management, with a focus on aligning risk with benchmarks across multiple levels.

Madeline Speckman is a CFP® and holds a Series 66 license with seven years of industry experience. She currently serves as an advisor at Meridian Investment Advisors, Inc., having joined the firm in 2026. Prior to Meridian, she worked at Sanctuary Advisors, LLC and Sanctuary Securities, Inc., as well as Merrill and Walker Information. Outside of her advisory role, Speckman serves as Secretary on the board of the Kappa Alpha Theta Facility Corporation in Indianapolis. Meridian Investment Advisors provides comprehensive asset management and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs a modern portfolio theory-based approach that integrates asset allocation, portfolio structure, and specialist management, while also offering in-house tax and accounting services alongside pension consulting.