President 

Adan H. Diaz, CFP^® 
Grunawalt Baer Diaz Financial 
(317) 846-9702

President Elect

John Wheeler, CPA/PFS, CFP®
Castle Wealth Advisors, LLC
(317) 849-9559

    Secretary  

  Chairman
  Jessica L. Bokhart, CFP^® 
  Market Street Wealth Management
  Advisors, LLC 
  (317) 860-1085

  Treasurer 

  Elizabeth M. Braden, CFP®
  Worley Erhart-Graves Financial Advisors 
  (317) 872-5090

  Communications Director
  Evan D. Bedel, CFP^® 

  Bedel Financial Consulting, Inc. 
  (317) 843-1358 

 Membership Director

Jason Andrews, CFP®
Ameriprise Financial Services
(317) 810-5348

David T. Klaus, MBA, CASL 
Metlife Resources 
(317) 818-4673

Student Development Director

Pro Bono Co-Director  

Brian O. Wright, CFP^® , AIF^® , MBA
 Market Street Wealth Management
 Advisors, LLC 
 (317) 522-5459

 Pro Bono Co-Director

  Public Relations Director  
  John W. Guy, CFP^® 
  Wealth Planning & Management, LLC 
  (317) 228-0800

 Stephanie L. Willison, CPA/PFS, CFP^®
 Sherman & Armbruster, Inc.
 (317) 881-6670

 Government Relations Director 

 Sponsorships & Meeting Greeters Director
 Mark A. Cade, CFP^®, RHU, CFS, RFC 
 Cade Group, Inc. 
 (317) 215-2473

  Special Events Director
  Michael D. Fields, CFP^® 
  Comprehensive Retirement Solutions 
  (317) 844-5100 x11