M Warren is a Certified Financial Planner® with 25 years of industry experience, currently serving at Wealth Advisory Solutions, LLC. He has previously worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wealth Advisory Solutions, LLC provides financial planning, investment consulting, and asset management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a structured process that includes a detailed fact-finding session, written financial plans, and investment policy statements, implementing strategies through both discretionary and non-discretionary accounts with a blend of fundamental and technical analysis.

Alexander Kiritschenko is a financial advisor at Storen Financial with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Brass Tax Wealth Management, LPL Financial, and OneAmerica Securities. Outside of finance, he owns and operates a graffiti removal business. Storen Legacy Partners, LLC provides portfolio management, retirement plan consulting, and financial planning services to institutional and pooled-investment clients. The firm employs both discretionary and non-discretionary investment management and integrates in-house oversight with third-party manager selection and monitoring.

James Nickens Jr. is a financial advisor at MSH Capital Advisors LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Swan Financial Group, M. S. Howells & Co., and Navian Capital Securities. MSH Capital Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm offers portfolio management, retirement plan consulting, securities-based lending, and tailored financial planning through a network of independent Investment Advisor Representatives.

Daryl Arnett is a financial advisor with Dominion Portfolio Management, Inc. and holds a Series 66 designation, bringing 24 years of industry experience. He has worked with several firms including Dynasty Financial Group, LLC and IFS Advisory, LLC. Outside of his advisory role, he is a co-owner of Taist, Inc., where he serves primarily as a lender for the development of an application. Dominion Portfolio Management, Inc. provides fee-based portfolio management to individuals, high-net-worth clients, and businesses, using a combination of fundamental, technical, charting, and economic analysis with a focus on long-term trading and periodic rebalancing. The firm offers both discretionary and non-discretionary services with ongoing account monitoring and supports household account aggregation and third-party money managers.

James Biggs is a financial advisor at Storen Financial with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at LPL Financial, Brass Tax Wealth Management, and INVEST Financial Corporation. Biggs is involved with Storen Legacy Partners, LLC and also prepares tax returns through Storen Financial. Storen Legacy Partners, LLC is a multi-advisor registered investment adviser managing approximately $438 million for a diverse client base including individuals, trusts, estates, retirement plans, and corporate entities. The firm employs a combination of fundamental and technical analysis alongside modern portfolio theory, utilizing a range of investment strategies and active portfolio management supported by third-party managers and specialized trading platforms.

David Cropper is a financial advisor at Intrepid Financial Planning Group, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Intrepid since 2002. Cropper is also a partner at Brinkerhoff, Cropper & Associates, P.C., a CPA firm. Intrepid Financial Planning Group provides discretionary investment management to individuals, families, business entities, trusts, pension and profit-sharing plans, and charitable trusts. The firm employs a Modern Portfolio Theory-based investment approach, offering customized portfolios and advisory services that emphasize strategic asset allocation, diversification, and tax-conscious construction.

Charles Davis II is a CFP® and Series 65-registered financial advisor with 18 years of industry experience. He has been with Oxford Financial Group, LTD since 2007. Outside of his advisory role, he serves on the Board of Directors and is Vice Chair Emeritus of AAA Hoosier Motor Club and related entities. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, CIO-led investment planning, and fiduciary support. The firm emphasizes asset allocation and diversification across public and private markets, offering both discretionary and non-discretionary management along with access to private investment platforms.

Clay Patton is a financial advisor with Archer Investment Corporation, holding a Series 65 credential and no prior industry experience. He has been involved with the Indiana Baseball Academy and Patton Archer Corp since 2024. Archer Investment Corporation provides investment management services primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm works with accountants and CPAs as independent contractors and manages approximately $1.01 billion in discretionary assets.

John Hardman is a CFP® certificant with three years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. His prior roles include positions at Fidelity Investments and Northwestern Mutual. Outside of finance, he operates MillaK Photography, LLC, a photography business. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients, employing a strategic asset-allocation framework with tactical adjustments and offering specialized services such as pro-bono planning and due diligence through its subsidiary, TwoPointO.

Timothy Reidy III is a financial advisor with The AmeriFlex Group in Carmel, Indiana, holding Series 63 and Series 65 licenses and 42 years of industry experience. His prior roles include positions at THE O.N. Equity Sales Company and Ohio National Life Insurance Company. Outside of his advisory work, he serves as treasurer for a local judicial campaign. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, utilizing model asset allocations and a range of discretionary and non-discretionary manager relationships.

Clinton Seefeldt is a CFP® professional affiliated with Savvy, with 11 years of industry experience. His prior roles include positions at Provider Wealth Management, Commonwealth Financial Network, Lincoln Financial Advisors, and Centennial Group. He also serves as an independent insurance agent and is involved with The Leaders Group as an outside broker-dealer advisor. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform and third-party sub-advisers.

Jason Randlett is a CFP® certificant with 19 years of industry experience, currently serving as an advisor at Advisory Services Network since 2017. He previously worked at Schwab Private Client Investment Advisory, Inc. and Charles Schwab from 2009 to 2017. Outside of his advisory role, he is the owner and president of Randlett Financial, a business providing turnkey office and marketing solutions for financial advisors. Advisory Services Network is an enterprise firm with a network of approximately 208 independent Investment Adviser Representatives serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing around $8.6 billion in client assets with a variety of investment and advisory strategies.

Gregory Thompson is a financial advisor at Goelzer Investment Management with 30 years of industry experience. His prior roles include positions at RBC Capital Markets and Spectrum Wealth Counsel. He holds Series 63 and Series 66 licenses. Goelzer Investment Management serves private and institutional clients, providing investment advisory, asset management, consulting, and financial planning services. The firm operates through specialized teams that use proprietary research and customized portfolio construction to pursue long-term total-return objectives aligned with client risk tolerances.

Jacqueline Armstrong is a financial advisor at Oxford Financial Group, LTD with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley for five years before joining Oxford Financial Group in 2021. Outside of her advisory role, she is the business manager for The Sax Guy, a professional music enterprise. Oxford Financial Group serves ultra high-net-worth individuals, families, and institutional clients with family office and CIO services, comprehensive financial and estate planning, and access to private market investments. The firm’s investment approach emphasizes diversified asset allocation across public and alternative asset classes, combining discretionary and non-discretionary solutions supported by dedicated investment teams.

Cody Gutwein is a CFP® at Valeo Financial Advisors, LLC with one year of industry experience. Prior to joining Valeo in 2022, he worked at OneIndiana Financial Group and Inotiv, Inc. in 2021 and held positions at Purdue and Frontier High School. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm employs a strategic asset-allocation framework with tactical adjustments and offers services including model portfolios and pro-bono planning for nonprofits.

Gavin Stephens is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with Goelzer Investment Management since 2014. Stephens serves as a non-board member of the Marketing Committee for Fairbanks Hospital. Goelzer Investment Management provides investment advisory services, asset management, consulting, and financial planning for a diverse client base including individuals, high-net-worth families, institutions, and governmental entities. The firm operates through specialized teams that utilize proprietary research and customized portfolio construction to meet client objectives.

Jacob Woodward is a CFP® professional with eight years at Valeo Financial Advisors, LLC and five years of industry experience. He joined Valeo Financial Advisors in 2018 after completing his studies. Valeo Financial Advisors is a registered investment adviser managing approximately $13 billion in assets for individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm focuses on strategic asset allocation with tactical adjustments and uses independent managers and third-party research sources to support portfolio management.

Ronald Morgan is a financial advisor at Archer Investment Corporation with 31 years of industry experience. He holds the PFS™ and Series 63 designations. His prior experience includes roles at Avantax Investment Services, Inc., Jackson National Life Insurance, and operating his own tax preparation and accounting firm, Ron Morgan EA CPA & Associates, LLC. In addition to his advisory work, he is an independent insurance agent. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm employs a diversified investment approach tailored to client needs, combining discretionary management with model-driven strategies.

Benjamin Cloud is a financial advisor at Goelzer Investment Management with three years of industry experience. He holds a Series 65 designation and has previously worked at Axia Advisory and INVST. Goelzer Investment Management serves private and institutional clients, including high-net-worth families, foundations, and governmental entities, providing investment advisory, asset management, consulting, and financial planning services. The firm operates through three specialized teams offering proprietary research and customized portfolio construction to support long-term return objectives aligned with client risk profiles.

Hal Armstrong V is a CFP® professional with Valeo Financial Advisors, LLC in Carmel, IN. He joined Valeo Financial Advisors in 2023 and has held positions at Indiana University and Carmel High School prior to his current role. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients by providing comprehensive financial planning and portfolio management. The firm uses a strategic asset allocation investment approach with tactical adjustments, employs independent managers when appropriate, and maintains ongoing portfolio monitoring.