Timothy Jansen is a financial advisor with Sapient Capital LLC in Indianapolis, IN, holding a Series 66 designation and eight years of industry experience. He worked at STIFEL for ten years prior to joining Sapient Capital in 2023. 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 uses a long-term investment process combining fundamental and technical analysis to build diversified portfolios and acts as a fiduciary when advising retirement accounts under ERISA/IRC standards.

Brandon Falbe is a CFP® and holds a Series 66 license, with 21 years of experience in the financial advisory industry. He has worked at Forvis Mazars Wealth Advisors, LLC and its predecessor firms since 2012, including ten years at BKD Wealth Advisors prior to the firm's rebranding. He is based in Indianapolis, IN. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets and offers integrated financial planning, discretionary and non-discretionary investment management, and retirement plan consulting, utilizing a committee-approved investment approach and coordinating services through its affiliation with a national accounting and professional services parent.

Christopher Gaddis is a financial advisor at Sapient Capital LLC with 27 years of industry experience. He previously worked at Stifel Nicolaus & Co., Inc. for 18 years before joining Sapient Capital in 2023. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he serves on the Parent Board of the Carmel High School Cross Country team. 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 across diversified portfolios and acts as an adviser and sponsor to private funds as well as a sub-advisor to registered ETFs.

Terry Leffew is a financial advisor at Sapient Capital LLC in Indianapolis, IN, with 33 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Stifel Nicolaus & Co. Inc. for 11 years. Outside of his advisory role, he consults for American Suburban Utilities, a wastewater utility company. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, 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.

Richard Stewart is a CFP® with 30 years of experience in the financial services industry. He is currently with Chelsea Advisory Services, Inc. and has previously worked at Regulus Financial Group, American Equity Investment Corporation, and HD Vest in various roles since 1997. Outside of his advisory work, he owns RB Stewart Financial, which provides tax preparation, accounting, and payroll services. Chelsea Advisory Services offers financial planning, investment advisory, and consulting services to individuals, including high-net-worth clients, as well as trusts and some corporate entities. The firm emphasizes a fundamental, long-term investment approach with diversified portfolios and typically manages accounts on a discretionary basis.

Julie Wrin is a financial advisor with Ausdal Financial Partners, Inc. in Indianapolis, IN. She holds a Series 66 designation and has 15 years of industry experience, including previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. She has been with Ausdal Financial Partners since 2017. 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 a range of clients, including individuals, trusts, corporations, pension plans, and charitable organizations.

Jamie Ratner Rich is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with Sapient Capital LLC and has previously worked at Stifel Nicolaus & Co., Inc., and J.P. Morgan, including J.P. Morgan Securities and J.P. Morgan Chase Bank. Outside of his advisory role, he serves on several nonprofit boards in Indianapolis, including as President of the Board for the Indianapolis Jewish Community Relations Council and Treasurer of the John Boner Neighborhood Centers. Sapient Capital LLC offers 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 utilizes a primarily long-term investment process that combines fundamental and technical analysis to construct diversified portfolios, and it acts as a fiduciary for retirement accounts under ERISA/IRC standards.

William Turner is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with Elevation Point Wealth Partners, LLC in Indianapolis, where he has worked since 2026. Prior to this, he spent 15 years at Bank of America and 20 years at Merrill. Outside of his advisory role, he is involved in several business ventures including managing a passenger transportation LLC and overseeing a home cleaning business. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves a diverse client base including individuals, retirement plans, and corporations, utilizing model portfolios with tactical asset allocation and third-party manager integration.

Heather Mc Ghee is a Series 66-licensed financial advisor with Modern Wealth Management, LLC, based in Clayton, IN. She has 2 years of experience at Modern Wealth Management and previously worked for 11 years at Edward Jones. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services such as discretionary investment management, tax and estate planning, and ERISA plan services.

Harrison Powell is a CFP® and holds a Series 65 license with seven years of industry experience. He has been with United Capital Financial Advisors since 2018, following roles at Budget Inks and East of Chicago Pizza Co. Powell is based in Indianapolis, IN. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual, high-net-worth, retirement plan, and institutional clients. The firm offers customized investment solutions through United Capital-managed strategies, third-party managers, and separately managed accounts, supported by an extensive affiliate network and a technology platform that serves other independent advisors.

Peter Uihlein is a CFP® professional with 15 years of experience in financial advisory roles. He currently works at Lifeworks Advisors, LLC and has previously been affiliated with firms including Vincere Wealth Management and Northwestern Mutual Investment Services. He serves on the board of St. Nicholas Early Learning, a nonprofit daycare organization in Indianapolis. Lifeworks Advisors serves individual and institutional clients with wealth management, financial planning, and retirement plan advisory services. The firm employs a planning-based and risk-based investment approach using diversified funds, third-party managers, and advanced analytical tools, and offers integrated tax and accounting capabilities uncommon among multi-team advisory firms.

Terry Brown is a financial advisor at Avantax Planning Partners, Inc. with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Charles Schwab & Co., Inc. and Thurston Springer. Outside of his advisory role, Terry owns and operates two sports card businesses and serves as a board member for his local homeowners association. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisors. The firm serves individuals, pension plans, charitable organizations, and businesses, managing approximately $7.57 billion in assets across about 164 advisors and 7,500 clients as of December 2025.

Troy Patton is a financial advisor with Archer Investment Corporation in Indianapolis, IN, holding a Series 63 designation and 24 years of industry experience. He has been with Archer Financial Advisors, Inc. since 2007. In addition to his advisory role, Patton is associated with a CPA firm, Patton & Associates. 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 based on comprehensive financial assessments and offers both discretionary and model-driven portfolio management.

Michael Benefield is a financial advisor with Trustmont Advisory Group, Inc., holding a Series 66 designation and nine years of industry experience. He has been with Trustmont since 2019 and previously worked at Voya Financial Advisors. In addition to his advisory role, he is the owner of Benefield Law, a legal practice focused on patent law, estate planning, business law, and litigation, and serves on the board of the Indiana Gamma Gamma Chapter of Alpha Tau fraternity as well as the Clark-Pleasant Education Foundation. Trustmont Advisory Group advises a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a long-term investment outlook and utilizes various public research sources, offering discretionary portfolio management and access to brokerage and insurance products through advisers who often hold multiple professional credentials or operate other financial businesses.

Zachary Heeke is a financial advisor at Sapient Capital LLC in Indianapolis, IN, holding a Series 65 designation with three years of industry experience. Prior to joining Sapient Capital in 2023, he worked at Stifel, Nicolaus & Company, Incorporated from 2021 to 2023 and was affiliated with Central Michigan University from 2016 to 2021. 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 that combines fundamental and technical analysis to create diversified portfolios and serves as an adviser and sponsor to private funds as well as a sub-advisor to registered ETFs.

Isabelle Beg is a CFP® professional affiliated with Sapient Capital LLC in Indianapolis, IN, with four years of industry experience prior to joining Sapient Capital in 2026. She previously worked at Fi3 Financial Advisors from 2022 to 2026 and graduated from DePauw University in 2022. 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 uses a long-term investment approach combining fundamental and technical analysis to build diversified portfolios and acts as a fiduciary under ERISA/IRC standards.

Larry Dykes is a financial advisor at Advisor Share Wealth Management, LLC with 21 years of industry experience. He holds the ChFC® and Series 63 designations. His prior work includes roles at Sequent Planning, LLC and HR Cloud LLC DBA Skyview Partners, as well as General American Life Insurance Company. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, a web-based asset management platform, and access to alternative and private investments through third-party sub-advisers and model portfolios.

Madeline Armstrong is a CFP®-certified financial advisor with three years of industry experience, currently with Elevation Point Wealth Partners, LLC. She previously worked at Bank of America and Merrill for four years. Armstrong has passed the Indiana Real Estate Broker Licensing exam but does not hold an active license or engage in real estate activities. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities, utilizing model portfolios that incorporate tactical asset allocation and a blend of mutual funds, ETFs, liquid alternatives, and private-market opportunities.

Kyle James is a financial advisor at Modern Wealth Management, LLC with 15 years of industry experience and holds a Series 66 designation. He has worked at Modern Wealth Management since 2023 and previously at Martin James Investment and Tax Management, LLC and World Equity Group. Outside of his advisory role, Kyle serves as Vice President of the board and assistant coach for a youth girls travel softball team through Indy Mavericks, Inc. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension and retirement plans, and charitable organizations. The firm utilizes a centralized portfolio management model with an Investment Committee and offers a broad range of services such as discretionary investment management, tax and estate planning, and ERISA plan services.

Aidan Molinaro is a financial advisor at Sapient Capital LLC with a Series 65 designation and two years of industry experience. Prior to joining Sapient Capital, he held positions at Ducharme McMillen & Associates and CNO Financial Group, and spent four years at Butler University. He also served five years with the Illinois Hockey Officials Association. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, families, trusts, foundations, and pooled investment vehicles. The firm uses a long-term investment approach combining fundamental and technical analysis to build diversified portfolios and acts as a fiduciary under ERISA and IRC standards.