Ali Hakim is a CFP® professional at Valeo Financial Advisors, LLC with one year of industry experience. Prior to joining Valeo, he worked at Wabash College and Michigan City High School. Valeo Financial Advisors provides 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 manages over $10 billion in assets and offers specialized services including a subsidiary focused on private fund due diligence and pro-bono planning for nonprofits.

Joanna Habegger is a financial advisor at Prosperity Capital Advisors with 11 years of industry experience. She holds a Series 66 designation and has worked with several firms including Silver Oak Securities, Financial Resource Advisors, and currently Outsourced General Counsel, where she provides administrative support unrelated to investment services. Outside of her advisory role, Ms. Habegger is a licensed insurance agent and owns Invite Wealth Management, which operates her advisory and insurance business. Prosperity Capital Advisors offers financial planning, consulting, and discretionary investment management to a diverse client base including individuals, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing a range of mutual funds, ETFs, and alternative strategies, and provides institutional and sub-advisory services along with trustee and charitable account services.

Dean Antonopoulos is a financial advisor with Kingswood Wealth Advisors, LLC, holding a Series 63 designation and over 34 years of industry experience. His prior roles include positions at Kalos Management and Kalos Capital, as well as operating his own advisory practice through Antonopoulos Capital Management, Inc. He is also involved in office administration and insurance sales through EIR Capital, Inc. Kingswood Wealth Advisors, LLC provides investment advisory and consulting services to a diverse clientele, including individuals, corporations, and institutional investors. The firm uses an open-architecture approach to tailor investment strategies based on clients’ objectives and risk tolerance, offering services such as portfolio management, financial planning, and oversight of third-party managers.

Patrick Hoehne is a CFA® charterholder with 14 years of industry experience. He has been with Waverly Advisors, LLC since 2024, previously working for 12 years at Centerpoint Wealth Management. Patrick holds a Series 65 license and is based in Zionsville, Indiana. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles, with approximately 224 advisors and $29.9 billion in assets under management. The firm offers discretionary and non-discretionary portfolio management that integrates traditional equity and fixed-income strategies with alternative and private-markets allocations.

Ryan Watson is a financial advisor at Archer Investment Corporation in Carmel, Indiana, holding a Series 65 designation with 13 years of industry experience. He has been with Archer Investment Corporation since 2012 and also operates Watson CPA LLC, a separate CPA practice established in 2007. 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 funds. The firm employs a process that begins with a comprehensive financial assessment to construct diversified portfolios, offering both discretionary management and model-driven programs.

Dylan Brooks is a CFP® with six years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. His prior experience includes roles at LPL Financial, Field and Main Bank, and Northwestern Mutual. Brooks is also involved in trust client relationship management through Field and Main Wealth Management. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients, employing a strategic asset-allocation approach with tactical adjustments and access to independent managers and alternative strategies. The firm manages over $10 billion in assets and offers specialized services including pro-bono planning and a subsidiary focused on private fund due diligence.

Tyler Hockett is a CFP® professional with nine years of experience in financial advising. He has been with Valeo Financial Advisors, LLC since 2014. 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 a range of investment options, including independent managers and alternative strategies.

Umesh Nathani is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Goelzer Investment Management since 2020. His prior experience includes roles at Oberweis Securities, Inc., M HOLDINGS SECURITIES, Inc., and Cozad Asset Management. Goelzer Investment Management advises private and institutional clients, including individuals, families, foundations, pension plans, and nonprofit organizations, providing a range of services such as investment advisory, asset management, consulting, and financial planning. The firm operates through three specialized teams that combine proprietary research and customized portfolio construction to meet long-term return objectives aligned with client risk tolerances.

Robert Webb is a CFA® charterholder with five years of experience at Oxford Financial Group, LTD in Carmel, IN. Prior to joining Oxford in 2021, he worked at State Farm for 18 years. He serves on Limited Partner Advisory Committees for certain underlying investment funds associated with Oxford, without compensation, as part of his role as an Oxford Investment Fellow. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing 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, offering both discretionary and non-discretionary management alongside private pooled vehicles and direct-investment programs.

Eric Martz is a financial advisor at IP Financial Advisory Services LLC with seven years of industry experience. He holds Series 65 and Series 66 licenses and has been involved with Martz Solutions Group, a business consulting practice he solely owns. Additionally, he works as an independent regional wholesaler. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm emphasizes non-high-net-worth investors and retirement plan participants, offering personalized portfolio construction and a range of analytical and consulting services.

Charles Penola is a CFP® with six years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2021. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, and Nationwide Advisory Solutions. 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 alternative strategies. The firm manages over $10 billion in client assets and offers services such as pro-bono planning and investor-relations support through its subsidiaries.

Kory Fay is a CFP® and Series 65-licensed advisor with 10 years of industry experience, currently with Goelzer Investment Management where he has worked since 2019. His prior roles include positions at Change Path LLC, Preservation Wealth Advisors LLC, and EDU. Wealth Advisors LLC. He is a licensed insurance agent though not actively seeking additional business in that area. Goelzer Investment Management serves private and institutional clients, including high-net-worth families, foundations, and governmental entities, providing investment advisory, asset management, consulting, and financial planning services. The firm organizes its work across three specialized teams and offers tailored solutions such as an OCIO role for institutional clients and a Private Office for complex estates.

Timothy Wittenbrook is a CFP® with 11 years of industry experience, currently serving at Oxford Financial Group, LTD since 2014. He holds a Series 63 license and is based in Carmel, Indiana. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients, 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 along with access to private market and alternative investments.

Joseph Mitchell is a financial advisor at Oxford Financial Group, LTD with 16 years of industry experience. He holds the CFP® and CFA® designations, along with Series 66 and Series 63 licenses. Prior to joining Oxford Financial Group in 2023, he worked at Bessemer Trust, Cresset Asset Management, LLC, and Berman Capital Advisors, LLC. 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 CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments through a diversified investment approach spanning public and alternative asset classes.

Davis Odom is a CFP® professional with four years of experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. His prior work includes roles at Ball State University, Zimmer Biomet, Milestone Contractors LP, Kroger, and Morristown High School. 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 incorporates third-party research and alternative strategies, managing approximately $10.64 billion in assets.

Colton Romine is a CFP® professional with three years of industry experience, currently with Valeo Financial Advisors, LLC. His work history includes a variety of roles across different industries prior to joining Valeo full time in 2022. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate/business clients, managing approximately $13 billion in assets. The firm focuses on strategic asset allocation combined with tactical adjustments and uses independent managers and third-party research in portfolio management.

Luke Lambeck is a CFP® professional with experience at Valeo Financial Advisors, LLC and Morgan Stanley. He has a background that includes teaching roles at Purdue University and Benton Central High School. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm uses a strategic asset-allocation framework with tactical adjustments and offers specialized services such as pro-bono planning and a subsidiary focused on due diligence for private fund sponsors.

Chad Reed is a CFP® professional with 19 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2005. He holds Series 63 and Series 65 licenses and is based in Carmel, Indiana. Valeo Financial Advisors is a registered investment adviser managing approximately $12.96 billion in client assets, serving individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes strategic asset allocation with tactical adjustments, uses independent managers as appropriate, and offers a range of service options including a lower-touch model portfolio called Valeo Essentials.

Patrick Joss is a financial advisor at Archer Investment Corporation with a Series 65 credential. He joined the firm in 2025 after completing his studies at Butler University. Joss is based in Carmel, IN, and has just begun his career in the industry. 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 disciplined investment process focused on diversified portfolio construction and offers both discretionary management and model-driven programs.

Michael Larson is a CFP® certified financial advisor with 17 years of industry experience, currently with Oxford Financial Group, LTD. He has worked at Oxford Financial Group in two separate periods totaling eight years and spent one year at Spectrum Wealth Management. Oxford Financial Group, LTD serves ultra high-net-worth individuals, families, institutional clients, and closely held business owners, offering family office and CIO services, comprehensive planning, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative asset classes and manages client portfolios using both discretionary and non-discretionary arrangements.