Zachary Littleton is a financial advisor at Oxford Financial Group, LTD with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, CIO-led portfolio construction, and fiduciary support. The firm emphasizes asset allocation, diversification across public and private markets, and offers both discretionary and non-discretionary management alongside in-house private investment platforms.

Peter Joseph Royeca is a CFP® professional with experience at Valeo Financial Advisors, LLC, Ameriprise Financial, and prior roles including work at The Foundry Lofts and Apartments and academic involvement at the University of Notre Dame. He has been active in the financial services industry since 2022. Valeo Financial Advisors is a registered investment adviser serving individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm manages approximately $13 billion in assets using strategic asset allocation, third-party managers, and comprehensive financial planning.

James Scheri is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. His prior work includes roles at Sam's Club, Chick-fil-A, and 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 and incorporates third-party research and independent managers, while also offering services such as pro-bono planning for non-profits and due diligence through its subsidiary, TwoPointO.

Edward Wildermuth is a CFP® and ChFC® with 13 years of industry experience. He is currently with Savvy and has previously worked at Mosaic Wealth Advisors, Commonwealth Financial Network, and New York Life among others. He serves as a board member and Director of NexGen for the Financial Planning Association of Greater Indiana, where he mentors less experienced advisors. 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 including direct indexing, tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.

Daniela Aviles is a CFP® professional with five years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2019. She was a student from 2001 to 2019 before beginning her advisory career. 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 services ranging from model portfolios to pro-bono planning for nonprofits.

Lindsey Fairchild is a Certified Financial Planner™ (CFP®) with seven years of industry experience. She has worked at Valeo Financial Advisors, LLC since 2018 and previously was with TD Ameritrade from 2016 to 2018. Valeo Financial Advisors provides comprehensive financial planning and investment management services to individuals, families—including high-net-worth clients—and institutional clients such as trusts, estates, charitable organizations, and corporations. The firm employs a strategic asset-allocation framework with tactical adjustments, incorporates third-party research, and offers specialized services through its subsidiaries and programs.

Charles Ney is a CFP® with three years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2020. His prior experience includes roles at Kemper Insurance and CohnReznick, LLC. 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 a range of investment strategies. The firm manages over $10 billion in assets and operates subsidiaries offering due diligence and investor-relations services.

Sara Omohundro is a CFA® charterholder at Goelzer Investment Management with one year of industry experience. She previously worked at Elevate Ventures and the Indiana Public Retirement System. Goelzer Investment Management serves private and institutional clients, including high-net-worth families, foundations, and governmental entities. The firm combines proprietary research and customized portfolio construction across three teams to pursue long-term total-return objectives aligned with client risk tolerances.

Richard Seaver is a CFP® professional with 21 years of industry experience, currently advising clients at Valeo Financial Advisors, LLC since 2005. He holds Series 63 and Series 65 licenses. Valeo Financial Advisors is a registered investment adviser managing approximately $12.96 billion in assets for individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes strategic asset allocation with tactical adjustments, utilizes independent managers, and incorporates third-party research and technology to support portfolio management.

Rex Davidson is a financial advisor at Archer Investment Corporation with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Archer since 2017. Prior to that, he spent seven years at Hd Vest Investment Services and has served as president of Davidson & Company CPAs since 2004, where he provides tax preparation and accounting services. Archer Investment Corporation offers 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 provides customized portfolio management and model-based strategies, emphasizing diversified allocations and regular account reviews.

Jamie Vladuchick is a CFA® charterholder with 10 years of industry experience. He has worked at Valeo Financial Advisors, LLC since 2021 and previously spent eight years at Windsor Wealth Management. 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 as appropriate.

Kurtis Ternet is a financial advisor at Archer Investment Corporation with two years of industry experience. He holds a Series 65 designation and has worked at Archer since 2023. Outside of his advisory role, he coaches baseball part-time for the Midwest Canes. 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 tailored to clients’ cash flow, liquidity, tax considerations, and risk tolerance.

Matthew Keller is a CFP® professional with four years of industry experience, currently with Valeo Financial Advisors, LLC since 2022. He previously worked at Ernst & Young LLP for three years and was a full-time college student from 2014 to 2018. Valeo Financial Advisors is a registered investment adviser managing approximately $13 billion in client assets for individuals, families, trusts, estates, charitable organizations, and business clients. The firm’s investment process focuses on strategic asset allocation combined with tactical adjustments, third-party independent managers, and ongoing portfolio monitoring.

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® professional with four years of industry experience, currently serving at Valeo Financial Advisors, LLC. His prior experience includes roles at Cetera ADVISORS LLC, Northwestern Mutual, and Somerset CPAs and Advisors. He has maintained a long-term affiliation with Indiana University Purdue University of Indianapolis since 2018. 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 while managing approximately $10.64 billion in client assets.

Brenden King is a CFP® professional at Parallel Advisors, LLC with nine years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc, Beaumont Financial Partners, Valeo Financial Advisors, and Fidelity Investments. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach using fundamental, technical, and cyclical analysis across various asset classes and integrates technology platforms to support tax-efficient rebalancing and held-away account management.

Charles Carter is a CFP® professional with 10 years of industry experience, currently advising 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 by providing family office services, CIO-led investment planning, and fiduciary support. The firm emphasizes asset allocation and diversification across public and private markets, offering both discretionary and non-discretionary management alongside access to private market investments.

Henry Rosser is a CFP® professional with four years at Oxford Financial Group, Ltd. and two years of industry experience. His background includes roles at Scannell Properties, Ryan, Moore, Cook, Triplett & Albertson, LLP, and Dentons Bingham Greenebaum, as well as teaching at Indiana University Robert H. McKinney School of Law. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, and institutional clients by providing family office and CIO services, fiduciary trust administration, and access to private market investments. The firm’s investment approach features diversified asset allocation across public and alternative assets with dedicated teams sourcing and monitoring managers, managing approximately $23.3 billion in assets.

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.

Eric Geary is a financial advisor with Waverly Advisors, LLC, holding a Series 65 designation and nine years of industry experience. He has worked at Waverly Advisors since 2024 and previously spent two years at Centerpoint Wealth Management and seven years at Column Capital Wealth Management. 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 regulatory assets. The firm integrates traditional equity and fixed-income strategies with alternative and private-markets allocations while providing comprehensive investment management, financial planning, and multi-family office services.