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 previously worked at Fidelity Investments and Charles Schwab & Co., Inc. Outside of advisory work, he is employed at ELKO Inc., a kitchen and bath fabrication company, where he provides technical support and web design. 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 combines centrally managed investment strategies with locally managed portfolios, offering a broad range of services including financial planning, portfolio management, sub-advisory roles, and specialized solutions for pooled vehicles and insurance clients.

Logan Mears is a CFP® with five years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. His prior experience includes roles at Cetera Advisors LLC, Northwestern Mutual, and Somerset CPAs and Advisors. Mears is also affiliated with Indiana University Purdue University of Indianapolis, where he has been involved since 2018. 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 emphasizes strategic asset allocation with tactical adjustments and uses independent managers and third-party research to guide portfolio management.

Charles Carter is a CFP® with 11 years of industry experience, currently serving as an advisor at Oxford Financial Group, Ltd. since 2018. He previously worked at Investacorp, Inc. and Highland Capital Brokerage. Oxford Financial Group serves ultra high-net-worth individuals, families, and institutional clients, providing family office, CIO, and fiduciary trust services, along with access to private market investments. The firm emphasizes diversified asset allocation across public and alternative asset classes and manages a substantial asset base with both discretionary and non-discretionary investment arrangements.

Henry Rosser is a CFP® professional with four years at Oxford Financial Group, Ltd. and two years of overall industry experience. His prior roles include work at Scannell Properties, Ryan, Moore, Cook, Triplett & Albertson, LLP, Dentons Bingham Greenebaum, Indiana University Robert H. McKinney School of Law, and First Merchants Bank. Oxford Financial Group, Ltd. 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, emphasizing diversified asset allocation across public and alternative assets with dedicated investment teams.

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.

Clay Campbell is a CFP® at Valeo Financial Advisors, LLC with experience starting in 2023. Prior to joining Valeo, he worked at Hurlow Wealth Management and has a background that includes involvement with National Flag Football and studies at Marian University. 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 including a scaled "Essentials" program and pro-bono planning for non-profits.

John Rosebrough is a CFA® charterholder and Series 63 licensee with 18 years of industry experience. He has been with Archer Investment Corporation since 2010. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and sponsored mutual funds. The firm employs a disciplined investment process focused on diversified allocations and offers both discretionary management and model-driven strategies.

Christopher Lake is a financial advisor with Archer Investment Corporation in Terre Haute, IN. He holds a Series 65 designation and has 13 years of industry experience, including 14 years with Archer and over 20 years as a sole proprietor. In addition to his advisory role, he is a licensed life and health insurance producer with a related business activity. 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 comprehensive investment process that includes financial assessments and diversified portfolio construction across multiple asset classes, offering both discretionary and model-driven management programs.

Matthew Jarvis is a CFP® professional with 17 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2006. He is based in Carmel, IN. 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 specialized services including pro-bono planning for nonprofits and due diligence through its subsidiary, TwoPointO.

John Trott is a CFP® with 23 years of industry experience and has been with Valeo Financial Advisors, LLC since 2003. He is based in Carmel, IN, and holds a Series 63 license. Valeo Financial Advisors provides comprehensive financial planning and investment management services to individuals, families, and institutional clients. The firm employs a strategic asset-allocation framework with tactical adjustments and offers specialized services including due diligence for private fund sponsors through its subsidiary, TwoPointO.

Nicholas Fohrer is a CFP® with 10 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2012. He is based in Carmel, IN. Outside of his advisory role, he owns AMH4 Rentals, LLC, a passive income business. 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 when appropriate.

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.

Daniel Houchens is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2012. His prior experience includes roles at Bank of America, Merrill, and Morgan Stanley. Valeo Financial Advisors is a registered investment adviser managing approximately $13 billion in client assets, serving individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes strategic asset allocation with tactical adjustments, employs independent managers when appropriate, and integrates third-party research in its investment process.

Madison Theile is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. Prior to joining Valeo Financial, Madison worked at Hurlow Wealth Management and has experience in both educational and wealth management settings. Valeo Financial Advisors offers comprehensive financial planning and investment management to individuals, families, and institutional clients, utilizing a strategic asset-allocation framework with tactical adjustments and access to various investment strategies. The firm manages over $10 billion in assets and provides specialized services including due diligence through its subsidiary and pro-bono planning for nonprofit organizations.

Julia Weaver is a financial advisor with Oxford Financial Group, Ltd. She holds a Series 65 designation and has two years of industry experience. Her prior experience includes a one-year role at Regions Private Wealth Management and multiple years at Oxford Financial Group in different capacities. 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 financial and estate planning, fiduciary trust administration, and access to private market investments through a diversified asset allocation approach across public and alternative asset classes.

Sherri Wilson is a Series 65-licensed financial advisor with Goelzer Investment Management in Carmel, IN, where she has worked since 1995. She has 20 years of industry experience. Goelzer serves private and institutional clients with investment advisory, asset management, consulting, and financial planning services. Organized across three teams, the firm combines proprietary research and customized portfolio construction to meet client objectives, supporting a diverse client base that includes high-net-worth individuals, foundations, pension plans, and professional athletes.

Benjamin Mossoney is a CFP® professional with five years of experience in the financial services industry. He currently works at Valeo Financial Advisors, LLC, joining the firm in 2024. His prior experience includes roles at Charles Schwab Bank, TD Ameritrade, and Geico. 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, utilizes independent managers when appropriate, and offers a low-touch model portfolio option called Valeo Essentials.

Kara Wright is a CFP®-certified financial advisor at Valeo Financial Advisors, LLC with eight years of industry experience. She has held roles at several firms, including CliftonLarsonAllen Wealth Advisors and Spectrum Management Group. Her career also includes a brief period as a caretaker for a family member. 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, independent managers, and alternative strategies where appropriate.

Elaine Beaty is a financial advisor at Goelzer Investment Management with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Beaty has been with Goelzer Investment Management since 2019. Goelzer serves private and institutional clients, including high-net-worth families, foundations, pension plans, and nonprofit organizations, providing investment advisory, asset management, consulting, and financial planning services. The firm’s three-team structure integrates proprietary research and customized portfolio construction to pursue long-term total-return objectives aligned with client risk tolerances.