Raymond Surenkamp is a CFP® with 32 years of industry experience, currently serving as an advisor at Apollon Wealth Management, LLC since 2026. His prior roles include positions at Sage Advisors, LLC, Goldman Sachs Personal Financial Management, and CS Capital Management Inc. He is also licensed as an insurance agent for life, health, and annuity products through United Capital Risk Management. Apollon Wealth Management is a multi-team SEC-registered investment adviser with approximately $11.56 billion in assets under management. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and retirement plans, combining centrally managed strategies with locally managed portfolios supported by a strong investment committee and technology tools.

Elizabeth Chand is a financial advisor at Sapient Capital LLC in Indianapolis, IN, with six years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and New York Life. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm employs a primarily long-term investment process that combines fundamental and technical analysis to build diversified portfolios across various asset classes.

Ronald Leblanc is a financial advisor at Sapient Capital LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at American Funds Distributors, Inc., Stifel Nicolaus & Co., Inc., LPL Financial, and other firms. Outside of his advisory role, he is a partner in Wine Cellars Limited, a company that designs and sells custom wine racking. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm employs a long-term investment process combining fundamental and technical analysis to build diversified portfolios and acts as a fiduciary under ERISA/IRC standards while also serving as an adviser to private funds and registered ETFs.

Richard Bousum II is a financial advisor at StoneX Advisors Inc. with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with StoneX Advisors and StoneX Securities since 2014. Outside of his advisory role, he provides IT consulting services through RSNetworking and works as an insurance agent for term life, Medicare supplement, and prescription drug plans. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA plan consulting through a combination of independent advisors and an in-house Private Client Group. The firm utilizes multiple account structures and model-based solutions, employing both proprietary and third-party investment strategies.

Edward Murphy is a financial advisor with Sapient Capital LLC in Indianapolis, holding a Series 65 designation and one year of industry experience. Prior to joining Sapient Capital, he worked at Orange Grove Bio LLC and Eli Lilly and Company. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm employs a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios while offering both discretionary and non-discretionary portfolio management.

Matthew Postell is a financial advisor with Modern Wealth Management, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at LPL Financial LLC, Centra Credit Union, Fidelity Brokerage Services LLC, and JP Morgan Securities LLC. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm employs a centralized Investment Committee and utilizes model portfolios and third-party managers to guide investment decisions.

Nicholas Key is a financial professional with 11 years of industry experience, currently affiliated with AdvisorNet Wealth Partners in Carmel, IN. He holds Series 63 and Series 65 licenses and has held roles at firms including APEX Wealth Services LLC, Cetera, and FSA Advisors, LLC. He is also co-owner of FSA Advisors, LLC, where he focuses on financial planning and consulting. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm utilizes diversified portfolios including equities, fixed income, mutual funds, and ETFs, and offers both discretionary and non-discretionary management services.

Jonathon Shurtz is a financial advisor at Elevation Point Wealth Partners, LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2015 to 2026. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs a portfolio management approach that includes strategic and tactical asset allocation across various investment vehicles and offers services such as retirement-plan consulting and technology-enabled solutions for held-away accounts.

Andrew Penso is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP in Indianapolis, IN, where he has worked since 2005. He is a member of the Board of Directors at Woodstock Country Club. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing integrated wealth management, financial planning, investment management, and consulting services that include tax, estate, and retirement plan advisory work. The firm employs a comprehensive approach incorporating a variety of investment vehicles and specializes in both individual and institutional advisory roles.

Timothy Schrader is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and possessing nine years of industry experience. He has been with CreativeOne Wealth, formerly Change Path LLC, since 2017 and has a long tenure with Associated Brokerage Companies, Inc. in a brokerage capacity. In addition to his advisory role, he operates a life insurance brokerage firm serving as a national marketing organization for multiple insurance carriers. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a diversified investment approach using proprietary ETF-based models, third-party managers, boutique equity managers, and option strategies, supported by quantitative and fundamental analyses.

William Matthiessen is a Series 65 licensed advisor with Sapient Capital LLC, based in Indianapolis, IN, and has one year of industry experience. Prior to joining Sapient Capital, he held roles at Commonwealth Impact Investing, SportsRecruits, and the Pittsburgh Pirates. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm employs a long-term investment strategy combining fundamental and technical analysis to manage diversified portfolios and also acts as an adviser and sponsor to private funds and registered ETFs.

Austin Wodock is a financial advisor at Sapient Capital LLC with a Series 65 designation and one year of industry experience. His prior experience includes roles at First Merchants Bank and Valeo Financial Advisors. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm employs a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios across multiple asset classes while offering discretionary and non-discretionary portfolio management.

Dionne Banks is a financial advisor with Maia Wealth in Indianapolis, holding a Series 66 designation and six years of industry experience. She previously worked at Edward Jones and Simplicity Wealth and has an extensive background with Wal-Mart Stores, Inc. Outside of advising, Banks is also a licensed insurance agent. Maia Wealth provides investment management and supervisory services to individuals, trusts, estates, and businesses, offering a range of strategies that include mutual funds, ETFs, and individual securities. The firm employs a blended investment process incorporating fundamental, technical, and cyclical analysis and integrates technology-driven solutions alongside traditional advisory oversight.

Hope Fry is a financial advisor at Root Financial Partners in Indianapolis, IN, holding the CFP® designation and Series 66 license with five years of industry experience. Her prior roles include tenure at Raymond James & Associates and Deerfield. Root Financial Partners provides investment management and financial planning services to individuals, high-net-worth households, trusts, estates, small businesses, and select retirement plans. The firm employs a broadly diversified, passive investment approach using index funds and ETFs, tailoring portfolios to client objectives, risk tolerance, and tax considerations.

Ty Lindenman is a CFP® professional with experience at Forvis Mazars Wealth Advisors, LLC since 2023. Prior to joining the firm, he worked at Kansas State University Recreation Services. Forvis Mazars Wealth Advisors provides financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofits. The firm emphasizes customized asset allocation, combining active and passive strategies within a diversified portfolio framework, and operates as a subsidiary of a national accounting and professional services firm.

Felipe Baeza Correa is a financial advisor at Gradient Investments, LLC with two years of industry experience. He holds a Series 65 designation and has held roles at Civitas Holding, Inc., Civitas Financial LLC, and other related firms. Outside of advisory work, he serves as a finance manager at Caris Financial Holdings, where he supports profit optimization and financial forecasting through automated reporting. Gradient Investments, LLC provides discretionary investment management to a broad client base including individuals, institutions, and charitable organizations. The firm uses a proprietary investment framework and offers a variety of model and custom portfolios managed on a discretionary basis.

Thomas Mincy is a financial advisor at Ausdal Financial Partners, Inc. in Indianapolis, IN, holding a Series 66 designation with 18 years of industry experience. He has been with Ausdal Financial Partners since 2013. Outside of his advisory role, he is involved in insurance sales through Silver Birch Capital Advisors, dedicating limited time to this activity. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies and custodial platforms.

Bryan Richardson is a financial advisor at Consolidated Portfolio Review Corp with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Advisors Share Wealth Management, LLC and EBH Securities, Inc. In addition to his advisory role, he operates as a self-employed insurance agent providing life and health insurance products. Consolidated Portfolio Review serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, offering managed accounts, financial planning, and access to third-party sub-advisors. The firm’s investment approach includes strategic asset allocation with fundamental and technical analysis, supporting both proprietary model portfolios and third-party advisor allocations.

Brian Melvin is a CFP® with 22 years of industry experience and has been with United Capital Financial Advisors since 2015. He is licensed as an insurance agent for life, health, and annuity products through United Capital Risk Management. United Capital Financial Advisors provides comprehensive financial planning and investment management services nationwide, serving individual investors, corporations, retirement plans, and institutional clients. The firm employs discretionary portfolio management with asset-allocation models and offers customized solutions including ESG and faith-based preferences.

Thomas Pence is a CFA® charterholder with 23 years of industry experience. He is currently with Sapient Capital LLC, joining in 2023 after seven years at Stifel Nicolaus & Co Inc. Pence serves on the board and governance committee of the Eskenazi Health Foundation and is an investment committee member for the Indianapolis Museum of Art. He also advises Trade Secret Chocolates Inc., a local chocolate retailer. Sapient Capital LLC provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm combines fundamental and technical analysis to build diversified portfolios and acts as an adviser and sponsor to private funds, as well as a sub-advisor to registered ETFs.