David Alexander is a CFP® and ChFC® with 11 years of industry experience. He has worked at Goelzer Investment Management since 2022 and previously spent 13 years at Wells Fargo Bank N.A. Located in Carmel, IN, he holds Series 63 and Series 66 licenses. Goelzer Investment Management serves private and institutional clients with investment advisory services, asset management, consulting, and financial planning. The firm operates through three teams that provide customized portfolio construction, proprietary research, and asset allocation analysis to meet diverse client needs.

Russell Delibero is a financial advisor at Oxford Financial Group, Ltd with 19 years of industry experience. He holds the CFP® and ChFC® designations and previously worked for Goldman Sachs Wealth Services/Mercer Allied for 11 years. In addition to his advisory role, he serves as a professor at The American College of Financial Services, lecturing in the graduate program. Oxford Financial Group 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, with an investment approach that emphasizes diversified asset allocation across public and alternative asset classes.

Neal Davis is a CFP®, CFA®, and holds a Series 65 license with 12 years of industry experience. He is currently with Oxford Financial Group, Ltd., having joined the firm in 2025 after four years at Fort Washington Investment Advisors, Inc. and eight years at Buckingham Capital Management, Inc. 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 approach including public and alternative asset classes.

Jason Hessler is a CFP® with 11 years of industry experience, currently serving as a financial advisor at HUB Investment Partners, LLC since 2021. He has held roles at Alta Trust, Graham, Farrer & Wilson, Hessler LLC, OneAmerica, and First American Bank. Outside of his advisory work, Hessler provides estate planning and wealth transfer services through his ownership of Hessler LLC and serves as Of Counsel at Graham, Farrer & Wilson, focusing on estate settlement and corporate banking services. HUB Investment Partners provides investment management and financial planning to a diverse client base, including individuals, high-net-worth investors, institutions, and municipal entities. The firm employs a blend of internally managed model portfolios and customized allocations, using technical and cyclical analysis to align investments with client objectives and risk tolerances.

Brian Doak is a financial advisor with HighPoint Planning Partners, holding the CFP® designation and Series 66 license, and has 24 years of industry experience. He has been affiliated with HighPoint Advisor Group, LLC DBA OnPath Financial, LLC and LPL Financial since 2016. Outside of his advisory role, he is involved with Pinnacle Insurance Consulting Group, LLC. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and sponsors a wrap-fee program, implementing portfolios through fundamental analysis and utilizing various third-party and LPL-sponsored platforms.

Scott Breske is a financial advisor at Goelzer Investment Management with four years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at One America and Oxford Financial Group. Breske is based in Carmel, Indiana. Goelzer Investment Management serves private and institutional clients, including high-net-worth families, foundations, pension plans, and nonprofit organizations. The firm organizes its services through three specialized teams, combining proprietary research and customized portfolio construction to align with client risk tolerances and long-term objectives.

Zachary Meyer is a CFP® professional with six years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2018. He is based in Carmel, Indiana. 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 incorporating third-party research. The firm manages over $10 billion in assets and offers specialized services including a subsidiary focused on due diligence for private fund sponsors and pro-bono planning for non-profits.

Kevin Coquillette is a financial advisor at Oxford Financial Group, Ltd with 11 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Goldman Sachs & Co. from 2015 to 2023. Oxford Financial Group serves ultra high-net-worth individuals, families, and institutional clients by providing family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments. The firm employs a diversified investment approach across public and alternative asset classes and manages a significant asset base with both discretionary and non-discretionary arrangements.

Ashlee Walton is a CFP® with eight years of industry experience, currently serving as a financial advisor at Oxford Financial Group, Ltd. Her prior experience includes roles at Goldstone Financial Group, ALPS Distributors, James Investment Research, and Buckingham & Company. She is also a licensed insurance agent offering life and fixed annuity sales. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, institutional clients, and business owners, providing family office and CIO services, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative assets, managing both discretionary and non-discretionary portfolios through specialized investment teams.

Trey Nobbe is a CFP® professional at Valeo Financial Advisors, LLC with four years of industry experience. His prior work includes roles at the University of Indianapolis and Belden Inc. 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 both personalized and scaled services, including pro-bono planning for non-profits.

Johnny Jager is a CFP® with two years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. His prior work includes roles at OneAmerica Securities, American United Life, and Bill C. Brown Associates, as well as positions at Indiana University. 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, utilizes third-party research, and offers specialized services including pro-bono planning and due diligence through its subsidiary TwoPointO.

Kip Robbins is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Goelzer Investment Management. His prior roles include positions at the National Bank of Indianapolis, Retirement Plan Advisors, LLC, and BMO Harris Bank. Goelzer Investment Management serves private and institutional clients, including high-net-worth families, foundations, and governmental entities, offering investment advisory, asset management, consulting, and financial planning. The firm operates through three specialized teams that use proprietary research and customized portfolio construction to pursue long-term total-return objectives aligned with client risk tolerances.

Justin Padgett is a CFP® professional with 20 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2007. He is a partial owner of VFASprinter, LLC, a business unrelated to his advisory activities. Valeo Financial Advisors provides financial planning and investment management services to individuals, families, and institutional clients. The firm employs a strategic asset-allocation approach with tactical adjustments and offers a range of services including pro-bono planning and due diligence support through its subsidiary, managing approximately $10.64 billion in client assets.

Blake Montgomery is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. Prior to joining Valeo, he worked at Northwestern Mutual in various roles from 2021 to 2024. Valeo Financial Advisors is a registered investment adviser managing approximately $13 billion in client assets for individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes strategic asset allocation with independent manager selection and ongoing portfolio monitoring.

James Brashaber is a CFP® professional with seven years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2016. He is based in Carmel, IN. 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 utilizes a strategic asset allocation approach combined with tactical adjustments, independent managers, and ongoing portfolio monitoring.

Garrett Chmiola is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Valeo Financial Advisors, LLC since 2022 and previously held positions at RSM US Wealth Management LLC, Matrix Wealth Advisors, Mountain Credit Union, and Valor Private Wealth. 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 and the use of independent managers, supported by research from providers like Fidelity and Morningstar.

Cheryl Schwartz is a financial advisor with Archer Investment Corporation, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has worked at Archer Investment Corporation since 2017 and previously spent 20 years at H.D. Vest Investment Securities, Inc. and 28 years at Hess Financial Services. Outside of her advisory role, she is involved in tax preparation and accounting through her management of HESS & SCHWARTZ, LLC. Archer Investment Corporation provides 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 offers customized financial assessments and portfolio management using diversified allocations across various asset classes and maintains an extensive network of independent adviser representatives.

Charlotte Lippert is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Valeo Financial Advisors, LLC since 2017. Prior to joining Valeo, she operated Charlotte Lippert Wealth Management from 2012 to 2017. She holds a Series 65 license and is based in Carmel, Indiana. Valeo Financial Advisors provides comprehensive financial planning and investment management services to individuals, families, and institutional clients, employing a strategic asset-allocation framework with tactical adjustments and incorporating third-party research and alternative strategies when appropriate. The firm manages over $10 billion in client assets and supports local and regional nonprofits through periodic pro-bono planning.

Ricky Krause is a financial advisor with Archer Investment Corporation in Carmel, IN, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at Archer since 2012 and also operates tax preparation and accounting services through the Reingold Company and TKC Financial Group. 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 that considers cash flow, tax concerns, and risk tolerance, offering both discretionary management and model-based strategies.

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.