Heath Lange is a CFP® professional with five years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2019. Based in Carmel, IN, his background includes nine years as a student prior to entering the financial advisory field. 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 ranging from model portfolios to pro-bono planning for nonprofits.

Andrew Tellitocci is a CFP® with eight years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2019. His prior experience includes roles at First Financial Wealth Management, Raymond James Financial Services, Mainsource Bank, Follett's Black & Gold Mine, and Purdue University. 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, employs independent managers when appropriate, and utilizes research from providers like Fidelity and Morningstar.

Michael Phillips is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Valeo Financial Advisors, LLC in Carmel, IN since 2014. Outside of his advisory role, he serves as Chairman of the Board for Micromatic, LLC. 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 incorporates third-party research and alternative strategies, managing over $10 billion in client assets.

Jason Hutchins is a financial advisor at CreativeOne Wealth, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at CreativeOne Wealth (formerly Change Path, LLC) since 2019. Prior to that, he was with Global Financial Private Capital, LLC for five years. Hutchins also owns Guardian Wells Financial, where he is involved in life insurance and annuity sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based core models, third-party managers, and option-based strategies, employing quantitative, fundamental, and modern portfolio theory in its investment approach.

Thomas Faulconer IV is a CFP® professional with 24 years of industry experience, currently serving at Archer Investment Corporation since 2019. He previously worked at Money Concepts Capital Corp and has been affiliated with Butler University since 2011. Outside of his advisory role, he provides legal and consulting services related to estate planning and business documents and serves on the advisory board of Voldico Insurance LLC. Archer Investment Corporation offers investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm provides comprehensive financial assessments and portfolio management, utilizing diversified allocations across various asset classes and offers both hands-on and model-driven management approaches.

Nick Frey is a CFP® professional with four years of experience at Valeo Financial Advisors, LLC. Prior to joining Valeo, he held positions at First Merchants Bank and worked in education and the food service industry. Valeo Financial Advisors offers comprehensive financial planning and investment management to individuals, families, and institutional clients, employing a strategic asset-allocation framework with tactical adjustments and incorporating third-party research and alternative strategies. The firm manages over $10 billion in assets and provides specialized services such as due diligence and investor relations through its subsidiary, TwoPointO.

Michelle Reichert is a CFP®-certified financial advisor with three years of industry experience. She has worked at Oxford Financial Group, LTD since 2008, with a three-year period at Fifth Third Bank from 2019 to 2022. Reichert holds a Series 63 designation and is based in Carmel, IN. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, chief investment officer support, and fiduciary functions. The firm emphasizes asset allocation, diversification across public and private markets, and offers both discretionary and non-discretionary management, along with access to private market investments through affiliated private-investment platforms.

Erik Finwall is a financial advisor at Jefferies Investment Advisers LLC with 27 years of industry experience. He previously worked at Voya Investment Management Co., LLC and affiliated entities for 11 years before joining Jefferies in 2025. He holds the Series 63, Series 65, and Series 66 licenses. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized, collaborative planning process using third-party software and probability-based simulations to support a range of planning topics including tax, estate, and philanthropic planning.

Phillip Mickel is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Valeo Financial Advisors, LLC since 2004. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm employs a strategic asset-allocation approach with tactical adjustments and offers specialized services including pro-bono planning and access to alternative investment strategies.

Evan Melching is a financial advisor at Savvy with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and OneMain Financial. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and 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 a parent technology platform and external sub-advisers.

Peter Reist is a financial advisor at Oxford Financial Group, Ltd. with 23 years of industry experience. He holds the PFS™ and Series 65 designations and has been with Oxford Financial Group since 2010. In addition to his advisory role, Reist serves as a board member of the Indiana Repertory Theatre. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments through a diversified, multi-team investment approach.

John Wortman is a CFP® professional with 23 years of experience, currently serving at Valeo Financial Advisors, LLC since 2003. He holds Series 63 and Series 65 licenses and is based in Carmel, IN. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients, using a strategic asset-allocation framework that incorporates third-party research and alternative strategies. The firm manages over $10 billion in assets and operates subsidiary services including due diligence for private fund sponsors and charitable initiatives.

Jacob Valdick is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC in Carmel, IN. His prior experience includes roles at Windsor Wealth Management, Anthem, and Foster Pike & Associates. 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 utilizing third-party research and independent managers. The firm manages approximately $10.64 billion in client assets and offers services including a scaled Essentials service and pro-bono planning for non-profits.

Grace Evans is a CFP® at Valeo Financial Advisors, LLC with two years of industry experience. She previously worked at KPMG and has a background that includes extended periods as a student. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients, managing approximately $13 billion in assets through comprehensive financial planning and portfolio management. The firm emphasizes strategic asset allocation with tactical adjustments, uses independent managers when appropriate, and incorporates research from providers such as Fidelity and Morningstar.

William Logan is a CFP® professional with eight years of experience in financial advising, currently serving at Valeo Financial Advisors, LLC since 2016. He is based in Carmel, IN. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients using a strategic asset-allocation framework with tactical adjustments. The firm manages over $10 billion in assets and offers additional services through its subsidiary TwoPointO, which provides due diligence and investor-relations support to private fund sponsors.

John Michel III is a financial advisor with Advisory Services Network who holds Series 63, Series 65, and Series 66 licenses and has 25 years of industry experience. His prior roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors, where he worked for a combined 21 years. Advisory Services Network is a multi-team firm that provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent investment adviser representatives. The firm offers a range of discretionary and non-discretionary portfolio management and consulting services tailored to clients’ objectives and risk tolerances.

Dexter Mccormick is a financial advisor at Alphastar Capital Management with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at multiple firms, including M. S. Howells & Co and TLG Advisors Inc. Outside of his advisory roles, he manages farmland operations through partnerships in property management and serves as CEO of an insurance marketing organization. Alphastar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches through proprietary model portfolios and advisor-directed models, utilizing various asset types and third-party portfolio construction tools.

Shaun Williams is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. His prior experience includes roles at ICONIQ Capital, Parkview Asset Management, and Charles Schwab. Outside of his advisory work, he operates an e-commerce business reselling household goods through online platforms. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients, managing approximately $13 billion in assets. The firm focuses on strategic asset allocation with tactical adjustments and uses independent managers and third-party research to support portfolio management.

Robert Ramsey III is a CFA® charterholder with five years of industry experience, currently serving at Oxford Financial Group, LTD since 2021. His prior roles include positions at Pendyne Capital LLC and the Indiana Public Retirement System. Outside of his advisory work, he holds leadership roles in several non-investment businesses, including CEO and secretary positions at Baseline Fitness, LLC and related entities, and serves on the boards of the Indianapolis Symphony Orchestra Foundation and multiple private companies. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients, offering family office services, CIO-led portfolio construction, and access to private market and alternative investments. The firm emphasizes asset allocation, diversification, and written Investment Policy Statements, providing both discretionary and non-discretionary management alongside private pooled vehicles and direct-investment programs.

Cheryl Ackerman is a financial advisor at Goelzer Investment Management with eight years of industry experience. She holds a Series 65 designation and previously worked at Proteus, LLC and Rgp. Goelzer Investment Management serves private and institutional clients, offering investment advisory, asset management, consulting, and financial planning services. The firm’s team-based approach integrates proprietary research and customized portfolio construction to meet client risk tolerances and long-term return objectives.