Aymen Kaboub is a financial advisor at Apollon Wealth Management, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Goldman Sachs Personal Financial Management for six years. Kaboub serves on the boards of the Newfields and the Carmel Symphony Orchestra. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, employing a combination of centrally managed strategies and locally managed portfolios tailored to client needs.

Mason Heyde is a Series 65-licensed financial advisor with Archer Investment Corporation in Carmel, IN, where he has worked since 2012. He has 13 years of industry experience. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and The Archer Funds. The firm manages approximately $900 million on a primarily discretionary basis, offering customized portfolio management and model-based strategies across a range of asset classes.

Mark Miracle is a financial advisor at LaSalle St. Investment Advisors, L.L.C., holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience, including roles at LaSalle St. Securities, L.L.C. since 2002 and operating Miracle Insurance Source Inc., an insurance sales business, since 1997. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a range of clients including individuals, trusts, pension plans, and small businesses. The firm offers both non-discretionary and discretionary investment management programs, emphasizing a predominance of non-discretionary asset management.

Erich Stout is a CFP® professional with 12 years of experience in the financial industry. He has worked at Valeo Financial Advisors, LLC since 2018 and previously spent five years at Column Capital Advisors. Valeo Financial Advisors provides comprehensive financial planning and investment management services to individuals, families—including high-net-worth clients—and institutional clients such as trusts, estates, and charitable organizations. The firm employs a strategic asset-allocation framework with tactical adjustments and uses third-party research and independent managers, while also offering scaled services and pro-bono planning for nonprofits.

Claire Amick is a CFP® professional with seven years of industry experience. She currently works at Facet and previously spent eight years at The Vanguard Group, Inc. Claire also has five years of self-employed experience prior to her corporate roles. Facet serves individual members across a wide range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm provides holistic financial planning using a Total Financial Life Resources framework and relies primarily on ETFs for discretionary asset-allocation programs.

Melia Krumm is a financial advisor at Oxford Financial Group, LTD with 21 years of industry experience. She holds the Series 66 designation and has worked with firms including Baker Hill, ACA Compliance, Sanctuary Wealth, and Merrill. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals and families, as well as institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and CIO services, comprehensive planning, fiduciary trust administration, and access to private market investments, emphasizing diversified asset allocation across public and alternative assets.

Nicholas Weyhmueller is a CFP® professional with experience at Valeo Financial Advisors, LLC and Baldwin Financial Advisors, LLC, beginning his advisory career in 2023. Prior to entering financial advising, he worked in recreational and fitness roles, including at True Lacrosse and Sachs Recreation Center. He has also been a full-time student for an extended period. Valeo Financial Advisors is a registered investment adviser managing approximately $13 billion in assets for individuals, families, trusts, estates, charitable organizations, and businesses. The firm emphasizes strategic asset allocation with tactical adjustments, uses independent managers when appropriate, and provides both comprehensive planning and lower-touch portfolio options.

Laura Wilson is a CFP® professional with seven years at Valeo Financial Advisors, LLC and four years of industry experience. Prior to joining Valeo in 2019, she was a student for nine years. 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 access to independent managers and alternative strategies. The firm also offers scaled services and pro-bono planning to local nonprofits.

Kristina Baron is a financial advisor at Oxford Financial Group, LTD with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Oxford Financial Group since 2016. Outside of her advisory role, she serves as Vice President of the Valiant Foundation, a charitable giving foundation. Oxford Financial Group serves ultra high-net-worth individuals and families, institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and chief investment officer services, comprehensive financial and estate planning, and access to private market investments through a diversified asset allocation approach.

Rand Holyoak is a financial advisor at Archer Investment Corporation with 14 years of industry experience. He holds a Series 65 designation and has been with Archer Investment Corporation since 2012. Holyoak is also involved with Holyoak & Company, LLC, where he has worked since 2009. Outside of his advisory roles, he is an owner and officer of Sevenoaks, LLC, a real estate investment company, where he manages accounting and rental operations. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and The Archer Funds. The firm operates within a multi-branch model serving advisors and offers diversified portfolios across equities, fixed income, mutual funds, ETFs, and options.

Stephen Marcou is a financial advisor at Savvy with 19 years of industry experience. He holds a Series 66 designation and previously worked at TIAA-CREF for 10 years. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting and ESG-focused models, utilizing quantitative tools and a proprietary technology platform.

Luke Keller is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. Prior to his current role, he worked at Tractor Supply Company and Pro X Athlete Development. Outside of his advisory work, he is a co-founder of XRDG LLC, a clothing and apparel company involved in product design, manufacturing coordination, marketing, and sales. Valeo Financial Advisors is a registered investment adviser managing approximately $13 billion in client assets. The firm serves individuals, families, trusts, estates, charitable organizations, and corporate clients, focusing on strategic asset allocation and partnering with independent managers while providing both comprehensive and simplified portfolio management options.

Cassidy Hardy is a CFP® professional with experience at Valeo Financial Advisors, LLC and Goelzer Investment Management. Prior to entering the financial advisory field, Cassidy held roles at Indiana University and Hamilton Southeastern High School. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients with comprehensive financial planning and portfolio management. The firm emphasizes strategic asset allocation, uses independent managers when appropriate, and provides a simplified service option called Valeo Essentials.

Nicholas Detmer is a CFA® charterholder based in Carmel, IN, currently with Oxford Financial Group, LTD. He has prior experience at Aksia LLC and the Indiana Public Retirement System, totaling over a decade in the industry. Oxford Financial Group, LTD serves ultra high-net-worth individuals, families, and institutional clients by offering family office and chief investment officer services, financial and estate planning, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation and operates dedicated investment teams to source and monitor managers across public and alternative asset classes.

Katie Smith is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2014. She is based in Carmel, IN. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients, utilizing a strategic asset-allocation framework with tactical adjustments and access to independent managers and alternative strategies. The firm manages over $10 billion in client assets and offers specialized services including pro-bono planning for nonprofits and investor-relations support through its subsidiary, TwoPointO.

Samuel Julian is a financial advisor with Ausdal Financial Partners, Inc. in Carmel, IN, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Ausdal Financial Partners since 2013. In addition to his advisory role, he is involved in the sale of insurance products. 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 about 152 advisors. The firm provides investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering both discretionary and non-discretionary investment strategies across a range of asset classes.

Tania De Vries is a financial advisor at Oxford Financial Group, LTD with a Series 65 designation and experience in the financial services industry beginning in 2024. Prior to joining Oxford, she worked at Innovia Wealth, PNC Bank, and Huntington National Bank. She is also a licensed attorney with involvement in nonprofit advisory roles, including committee and board positions at The Legal Assistance Center of West Michigan, Guiding Light Ministries, and West Catholic High School. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, CIO-led portfolio construction, and fiduciary support. The firm emphasizes asset allocation and diversification across public and private markets, offering both discretionary and non-discretionary management alongside private investment platforms and affiliated trust services.

Robert Tuckfield is a CFP® professional with three years of experience in the financial services industry. He has been with Valeo Financial Advisors, LLC since 2021 and is also the COO and owner of Tuckfield Brothers, LLC DBA Kmbara, a data science consulting firm unrelated to financial services. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients with comprehensive financial planning and portfolio management. The firm employs a strategic asset allocation approach with tactical adjustments and utilizes independent managers and third-party research sources in its investment process.

Susan Jann is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Goelzer Investment Management since 2016. She holds the Series 63 and Series 66 designations and is based in Carmel, Indiana. Goelzer Investment Management provides investment advisory and asset management services to private and institutional clients, including high-net-worth families, foundations, pension plans, and nonprofit organizations. The firm combines proprietary research and customized portfolio construction across three specialized teams to pursue long-term total-return objectives aligned with client risk tolerances.

Nicholas Parr is a Series 66-registered financial advisor with Founders Financial Securities LLC, based in Fishers, IN, and has two years of industry experience. Prior to joining Founders Financial Securities in 2023, he worked at Tesla, Inc. for six years and Autocar, LLC for one year. He is also involved with Magis Wealth Leadership, engaging in financial planning, investment management, and fixed insurance and annuities. Founders Financial Securities provides advisory services to individuals, retirement plans, trusts, and corporate clients, managing approximately $4.1 billion in client assets. The firm offers diverse platforms and services, including managed portfolios, fee-based variable annuities, and specialty consulting such as 1031 exchanges, with investment adviser representatives delivering customized portfolio management and fiduciary support.