Thomas Cudahy is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Invst, LLC since 2019. Prior to joining Invst, he worked at NYLife Securities LLC and New York Life Insurance Co from 2013 to 2019. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets and uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios.

Clinton Seefeldt is a CFP® professional affiliated with Savvy, with 11 years of industry experience. His prior roles include positions at Provider Wealth Management, Commonwealth Financial Network, Lincoln Financial Advisors, and Centennial Group. He also serves as an independent insurance agent and is involved with The Leaders Group as an outside broker-dealer advisor. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach 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 proprietary technology platform and third-party sub-advisers.

Jason Randlett is a CFP® certificant with 19 years of industry experience, currently serving as an advisor at Advisory Services Network since 2017. He previously worked at Schwab Private Client Investment Advisory, Inc. and Charles Schwab from 2009 to 2017. Outside of his advisory role, he is the owner and president of Randlett Financial, a business providing turnkey office and marketing solutions for financial advisors. Advisory Services Network is an enterprise firm with a network of approximately 208 independent Investment Adviser Representatives serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing around $8.6 billion in client assets with a variety of investment and advisory strategies.

Nicholas Blackwell is a financial advisor at International Assets Investment Management, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Noyes Advisors LLC and David A. Noyes & Company. Outside of his advisory role, he serves as a deacon of finance at Castleton Community Church. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm offers customized, long-term portfolio management using a range of investment vehicles and also provides third-party manager referrals and retirement plan advisory services.

Michael Sykes is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with LaSalle St. Investment Advisors since 2013 and has been affiliated with LaSalle St. Securities since 2005. Outside of his advisory role, he serves as a successor trustee for family trusts and acts as executor for an estate. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary asset management uncommon among large advisory enterprises.

Gabriele Allen is a financial advisor at Thurston Springer Advisors with 32 years of industry experience. She has been with the firm and its predecessor entities since 1989. Outside of advisory work, she serves as a sales executive for Green Organics International. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, offering comprehensive financial planning, portfolio management, and fiduciary services with a range of investment approaches including both buy-and-hold and active strategies.

Scott Jarred is a CFP® professional with 23 years of experience in the financial industry. He has worked at Invst, LLC since 2016 and also has roles with Horizon Planning Group and Guardian Life Insurance Co. of America. Outside of his advisory work, he is involved with Jarred Holdings LLC, which develops and operates real estate projects. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets and uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios.

Dane Trainor is a financial advisor at Thurston Springer Advisors with a Series 66 designation and no prior industry experience. Before joining Thurston Springer Financial in 2024, he worked at Clifton Larson Allen and Best Buy, and has a background in education with Hamilton Southeastern Schools and Indiana University. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing various investment strategies that range from buy-and-hold to more active models such as Tactical Momentum and Earnings Momentum.

Aymen Kaboub is a financial advisor at Apollon Wealth Management, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Goldman Sachs Personal Financial Management, BMO Harris Financial Advisors, Cetera, and Charles Schwab. Kaboub serves on the boards of the Newfields and the Carmel Symphony Orchestra, both non-investment related organizations. Apollon Wealth Management is a multi-team SEC-registered adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, employing a combination of centrally managed model strategies and locally managed portfolios tailored through a network of investment representatives.

Mark Miracle is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including long-term roles at LaSalle St. Investment Advisors since 2015 and LaSalle St. Securities since 2002. Outside of advisory work, he is involved in insurance sales through Miracle Insurance Source Inc. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs and utilizes a broad asset mix that emphasizes non-discretionary management, serving a diverse client base with tailored investment solutions.

Christopher Lavelle is a financial advisor with Thurston Springer Advisors based in Indianapolis, IN. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Thurston Springer Advisors, he spent ten years at Charles Schwab & Co., Inc. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing a mix of fundamental, technical, and cyclical investment analysis to support both buy-and-hold and active strategies.

Jonathan Pinyot is a financial advisor at Impact Partnership Wealth, LLC with a Series 65 license and one year of industry experience. His prior roles include positions at High Point Retirement, Troyer Retirement, Pruco Securities LLC, and Advantage One Brokers. Before entering the financial industry, he operated JP’s Lawn Care and worked at LAZ Parking and Crew Carwash. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a multi-team platform. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, utilizing a broad ecosystem of affiliated entities and third-party strategists.

Alex Davis is a financial advisor at Larson Financial Group, LLC with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Commonwealth Financial Network and Midwest Wealth Management. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a particular emphasis on serving doctors and related businesses. The firm utilizes a combination of model portfolios and custom discretionary programs that include strategic and tactical approaches, supported by AI-assisted tools alongside human review.

Samuel Julian is a financial advisor with Ausdal Financial Partners, Inc. in Carmel, IN, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Ausdal Financial Partners since 2013. In addition to his advisory role, he is involved in the sale of insurance products. 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 about 152 advisors. The firm provides investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering both discretionary and non-discretionary investment strategies across a range of asset classes.

Matthew Tully is a financial advisor at Larson Financial Group, LLC with 33 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Larson Financial Group in 2022, he worked at Midwest Wealth Management Inc., Catalyst Capital Advisors LLC, Catalyst Mutuals Fund Distributors LLC, and Maximum Impact Partners. Outside of his advisory work, he serves as an elder on the board of Leavener Ministry, a nonprofit organization focused on church activities and community disaster relief. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting services to individuals, trusts, corporations, nonprofits, and pension plans, with a particular focus on serving doctors and related businesses. The firm employs both strategic and tactical investment approaches, including model portfolios, custom discretionary programs, and third-party money manager recommendations, supported by AI-assisted research and documentation tools.

Joshua Ernest is a financial advisor with Savvy in Carmel, IN, holding a Series 65 credential. He has one year of industry experience, joining Savvy in 2026 after previous roles in financial solutions and other industries. Savvy serves individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations with customized investment and financial planning services. The firm employs a primarily index-based, long-term approach supplemented by active equity and tax-aware strategies, integrating third-party sub-advisers and technology platforms.

Nicholas Parr is a Series 66-registered financial advisor with Founders Financial Securities LLC, based in Fishers, IN, and has two years of industry experience. Prior to joining Founders Financial Securities in 2023, he worked at Tesla, Inc. for six years and Autocar, LLC for one year. He is also involved with Magis Wealth Leadership, engaging in financial planning, investment management, and fixed insurance and annuities. Founders Financial Securities provides advisory services to individuals, retirement plans, trusts, and corporate clients, managing approximately $4.1 billion in client assets. The firm offers diverse platforms and services, including managed portfolios, fee-based variable annuities, and specialty consulting such as 1031 exchanges, with investment adviser representatives delivering customized portfolio management and fiduciary support.

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.

Ethan Aguilar is a financial advisor at Invst, LLC in Indianapolis, holding a Series 65 credential. He has been with Invst since 2024 and is early in his professional career following his studies at Ball State University. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets with a team of 33 advisors and employs a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios.

Quinn Teague is a financial advisor with Strategic Wealth Investment Group, LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His prior roles include positions at Equitable Advisors and Meijer, among others. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, also serving corporations and business entities. The firm employs a combination of internally developed and third-party model portfolios, using diverse investment analysis methods and offering access to private placements for accredited investors.