Gavin Bizeau is a financial advisor at Larson Financial Group, LLC with three years of industry experience. He holds a Series 66 credential and previously worked at Northwestern Mutual Wealth Management Company and Fidelity Investments. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with emphasis on serving doctors and related businesses. The firm employs a combination of model portfolios, custom discretionary programs, and third-party money managers, utilizing both strategic and tactical approaches to investment management.

Stephen Schug is a financial advisor with ON Investment Management Company, holding a Series 63 designation and bringing 40 years of industry experience. His prior roles include positions at Ohio National Financial Services, The O.N. Equity Sales Company, Lincoln Investment, and Capital Analysts, Incorporated. Outside of his advisory work, he serves as Treasurer for the United Methodist Mens Group and President of Main Street Pendleton, a local historic preservation organization. ON Investment Management Company is a SEC-registered adviser offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides comprehensive and modular financial plans and access to various third-party investment programs, operating under a dual-registration model with both discretionary and non-discretionary client accounts.

Adam Kenworthy is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Indianapolis, IN, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with LaSalle St. Investment Advisors since 2012 and has worked at LaSalle St. Securities since 2008. Outside of his advisory role, he provides consulting advice through SK Consultant, LLC. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment programs with a focus on asset-allocation models using mutual funds, ETFs, equities, fixed income, and options.

Matthew Hood is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with LaSalle St. Investment Advisors since 2010 and previously worked at LPL Financial. In addition to his advisory role, he serves as Treasurer of the Alpha Omicron Educational Foundation in Indianapolis. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing a mix of asset classes and third-party manager oversight, with a notable emphasis on non-discretionary asset management.

Thomas Staley is a CFP® professional with 20 years of industry experience, currently serving at Maia Wealth. His prior roles include positions at JPMorgan Securities LLC, Schwab Wealth Advisory, and Charles Schwab. In addition to his advisory duties, he is a licensed life and health insurance agent. Maia Wealth provides investment management and supervisory services to individuals, trusts, estates, and businesses, offering financial planning, retirement plan advisory, and institutional consulting. The firm employs a blend of fundamental, technical, and cyclical analysis with a long-term strategy complemented by tactical adjustments and integrates technology-driven platforms alongside traditional advisory oversight.

Jordan Kanter is a financial advisor at Apollon Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Charles Schwab & Co., Inc. Outside of advisory work, Kanter is employed with ELKO Inc., a kitchen and bath fabrication company, where he provides technical support and web design. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets through a network of around 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, retirement plans, pooled investment vehicles, and insurance clients, offering a range of financial planning and portfolio management services using a combination of centrally managed strategies and locally managed portfolios.

Dale Self is a financial advisor at Maia Wealth with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities and Charles Schwab, among other firms. Outside of financial advising, he is the managing member of F1rst Wellness LLC, which plans to operate in the health and wellness sector. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, utilizing a blend of fundamental, technical, and cyclical analysis with a long-term strategy that allows for tactical adjustments. The firm integrates technology and third-party platforms to implement portfolios and offers specialized estate and tax coordination services.

Stefan Burke is a financial advisor with Consolidated Portfolio Review Corp and holds Series 63 and Series 66 licenses. He has nine years of industry experience and has previously worked at Vanderbilt Securities, LPL Financial, and J.W. Cole Advisors. Outside of advising, he tutors Series 7 candidates through Wyzant.com. Consolidated Portfolio Review Corp serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans with discretionary and non-discretionary managed accounts, financial planning, and third-party sub-advisory services. The firm employs a variety of investment strategies, including strategic asset allocation combined with fundamental and technical analysis, supporting both in-house model portfolios and independent advisor allocations.

Andrew Blakley is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Horter Investment Management, LLC, and Citigroup Global Markets. Outside of advising, he owns four H&R Block offices and serves as president of a payroll and bookkeeping services company. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm employs tactical, strategic, and dynamic investment approaches, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services through a multi-team model.

Jon Jon Knepp is a financial advisor with Gibbs Wealth Management, LLC, holding a Series 65 credential and six years of industry experience. He also owns and operates Knepp Enterprise Inc. DBA Knepp Financial Group, a financial services and insurance business he founded in 2005. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance.

Kendall Miedema is a CFP®-certified financial advisor with five years of industry experience, currently with Maia Wealth in Indianapolis, IN. His prior roles include positions at J.P. Morgan Securities and Charles Schwab & Co. Outside of advising, he holds an insurance agent license covering various carriers. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, using a combination of mutual funds, ETFs, individual securities, and independent managers. The firm employs a long-term investment strategy complemented by tactical adjustments and integrates technology with traditional oversight in its portfolio implementation.

Ryan Miller is a CFP® professional with 14 years of industry experience. He has worked at Plancorp, LLC since 2025 and previously held roles at Dew Wealth Management, LLC, Elser Financial Planning, Inc, and an earlier iteration of Plancorp. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with services including wealth management, financial planning, pension consulting, and tax preparation. The firm’s investment approach is based on Modern Portfolio Theory and documented Investment Policy Statements, offering both discretionary and non-discretionary management across a diversified range of assets.

Karen Fritz is a financial advisor at CG Advisory Services with 21 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Geneos Wealth Management, Inc., and WFG Investments, Inc. Fritz has also been involved with CG Advisor Network and Capital Asset Advisory Services, LLC since 2006. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and businesses. The firm provides discretionary portfolio management, financial planning, retirement plan services, and consulting through proprietary model portfolios and customized investment strategies.

Matthew Nall is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked with LaSalle St. Investment Advisors since 2011 and has been associated with LaSalle St. Securities since 2005. Outside of his advisory role, he is involved with Dymond Point Financial L.L.C., managing an operating lease agreement and business banking activities. LaSalle St. Investment Advisors offers fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment programs, utilizing asset-allocation models and a range of investment vehicles, with a notable emphasis on non-discretionary asset management.

Anna Spurgin is a financial advisor with The Mather Group, LLC, holding Series 63 and Series 66 licenses and 24 years of industry experience. She worked at Mass Mutual Investors Services and MassMutual Life Insurance Company for ten years before joining The Mather Group in 2024. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and customized portfolio options, integrating AI tools with human oversight in its processes.

Kelly Tully is a Series 65-licensed advisor at Gibbs Wealth Management, LLC with experience working at Knepp Financial Group since 2019 and as a self-employed professional since 2013. Outside of financial advising, Tully is the president of Filiorum Publishing, a book publishing company specializing in children's literature and freelance writing. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing third-party platforms and a mix of analytical approaches to guide allocations while emphasizing risk management and tax-efficient solutions.

Bradley Clark is a financial advisor at CoreCap Advisors in Indianapolis, holding a Series 65 license with 10 years of industry experience. He has worked with CoreCap Advisors since 2016 and also serves as President of Solomon Financial, an independent advisory firm focused on insurance and annuity sales. Clark is an active member of BNI for networking purposes. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as self-directed retirement plans and institutional clients. The firm provides discretionary investment management, financial planning, and access to third-party sub-advisors, with an investment approach that emphasizes long-term relationships and diversified portfolios.

Kenneth Miedema is a financial advisor at Maia Wealth with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Securities, Schwab Wealth Advisory, and Charles Schwab. He is also an insurance agent focusing on life and health products. Maia Wealth provides discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses. The firm employs a long-term investment strategy enhanced by fundamental, technical, and cyclical analysis, offering customized portfolios that utilize mutual funds, ETFs, and individual securities.

Collin Kelly is a financial advisor at Maia Wealth in Indianapolis, IN, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at J.P. Morgan Securities and Charles Schwab & Co., Inc. In addition to his advisory work, he is licensed as an insurance agent with various carriers. Maia Wealth provides discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses, offering financial planning, retirement plan advisory, and institutional consulting. The firm employs a blend of fundamental, technical, and cyclical analysis and integrates technology and third-party platforms to implement ETF-based allocations and automated rebalancing.

Dustin Thomas is a CFP® and Series 65-licensed advisor at Savvy with 12 years of industry experience. He previously worked at Valeo Financial Advisors and Column Capital Advisors, LLC. Outside of his advisory role, he owns Thomas Ten-Forty, LLC, where he prepares individual tax returns. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm 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 proprietary technology and external research.