Easton Meyer is a CFP® professional with two years of experience currently working at Valeo Financial Advisors, LLC. He has been with Valeo in various capacities since 2021 and has also held roles at the University of Indianapolis. 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 employs a strategic asset allocation approach with tactical adjustments and uses independent managers and third-party research sources.

Nathan Kilpatrick is a CFP® professional at Valeo Financial Advisors, LLC with three years of industry experience. He has been with Valeo since 2020 and previously worked with the Indy Premier Soccer Club and Southern New Hampshire University. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients, managing approximately $13 billion in assets. The firm employs strategic asset allocation with tactical adjustments, utilizes independent managers, and conducts ongoing portfolio monitoring supported by research from providers like Fidelity and Morningstar.

Adrian Miller is a CFA® charterholder and holds the Series 66 designation, with five years of industry experience. He currently works at Goelzer Investment Management, where he has been since 2021, following ten years at Wells Fargo Private Bank. Goelzer Investment Management serves both private and institutional clients, offering investment advisory, asset management, consulting, and financial planning services. The firm operates through three specialized teams that integrate proprietary research and customized portfolio construction to pursue long-term total-return objectives aligned with client risk tolerances.

Jeffery Stroman is a financial advisor at Oxford Financial Group, Ltd with 27 years of industry experience. He holds the Series 63 designation and has been with Oxford Financial Group since 1988. Oxford Financial Group serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and CIO services, comprehensive planning, fiduciary trust administration, and access to private market investments, with an investment approach focused on diversified asset allocation across public and alternative asset classes.

Ryan Shidler is a CFA® charterholder with five years of experience at Oxford Financial Group, Ltd, where he has worked since 2015. He serves as an Oxford Investment Fellow and is a member of Limited Partner Advisory Committees for certain underlying investment funds, a role for which he receives no compensation. 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 provides family office and chief investment officer services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments and manager-of-managers solutions.

David Koch is a financial advisor with Archer Investment Corporation in Carmel, IN, holding a Series 65 license and 14 years of industry experience. He has been with Archer Investment Corporation since 2012 and also operates a CPA and tax preparation practice, David Koch CPA LLC, separate from his investment advisory work. Archer Investment Corporation provides investment management primarily to individual clients across a range of wealth levels, offering services from comprehensive financial planning to limited-scope model portfolios. The firm manages approximately $1.01 billion in discretionary assets and employs a multi-branch, independent-contractor model that includes accountants and CPAs as investment advisory representatives.

Brenda Baier is a CFP® professional with 23 years of experience in the financial advisory industry. She is currently with Fiduciary Financial Advisors and previously worked at Shoreline Asset Management, LLC for eight years. Fiduciary Financial Advisors offers discretionary investment management, financial planning, and retirement services to individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and a variety of analytical approaches, and it provides unique trustee services and access to private alternative funds for qualified investors.

Keith Saunders is a ChFC® credentialed financial advisor with 17 years of industry experience. He is currently with Packerland Brokerage Services, Inc. and has held prior roles at firms including Allstate Insurance Company, Primerica Advisors, Guardian Life Insurance Company of America, and MassMutual. Outside of his advisory work, Saunders is involved in marketing employee benefits programs. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both discretionary and non-discretionary account management through various platforms, combining individualized planning with routine client reviews and due diligence on third-party managers.

Kristen Rueth Allen is a CFP® with 15 years of industry experience and has been with Valeo Financial Advisors, LLC since 2014. She holds Series 63 and Series 65 licenses and is based in Carmel, Indiana. 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, employs independent managers when suitable, and offers a lower-touch model portfolio option called Valeo Essentials.

Sarah Cazares is a CFP® professional currently with Valeo Financial Advisors, LLC and has been in the industry since 2026. She previously worked at Oxford Financial Group, LTD from 2015 to 2026. 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 and utilizes independent managers alongside ongoing portfolio monitoring.

Brian Pyne is a CFP® and CFA® charterholder with 24 years of industry experience. He has worked at Goelzer Investment Management since 2012 and previously held roles at J.P. Morgan Securities and Banc One Securities Corporation. Pyne is based in Carmel, IN. Goelzer Investment Management serves private and institutional clients, providing investment advisory, asset management, consulting, and financial planning services. The firm operates through three teams that utilize proprietary research and customized portfolio construction to align with client risk tolerances and offers specialized programs for complex estates and professional athletes.

Caleb Hussain is a financial advisor at Goelzer Investment Management with a Series 65 credential and one year of industry experience. Prior to joining Goelzer, he worked at Winthrop Capital Management, Valeo Financial Advisors, and Northwestern Mutual. Goelzer Investment Management serves private and institutional clients, including high-net-worth families, foundations, pension plans, and nonprofit organizations. The firm offers investment advisory, asset management, consulting, and financial planning services through three specialized teams that utilize proprietary research and customized portfolio construction to meet long-term return objectives aligned with client risk tolerances.

Paige Sanfelippo is a CFP® professional at Valeo Financial Advisors, LLC with three years of industry experience. She has worked at Valeo since 2020 and previously held positions at UBS Financial Services and Allstar Dodge Jeep Ram. Outside of advising, her background includes roles in education and hospitality. 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 offers specialized services such as pro-bono planning and due diligence through its subsidiary TwoPointO.

Wendelin Padek is a financial advisor at HUB Investment Partners, LLC with 28 years of industry experience. She holds a Series 66 designation and previously worked at Millennium Advisory Services, Inc. and Ameriprise Financial Services, Inc. Padek serves as President-Elect of the Kiwanis Club of Downtown Indianapolis. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations, employing technical and cyclical analysis to align investments with client objectives.

Melissa Buchert is a CFP® professional with 11 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2012. She holds the Series 63 designation and is based in Carmel, IN. 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 various investment strategies, serving a broad client base including high-net-worth individuals and charitable organizations.

Adam Ward is a financial advisor at Oxford Financial Group, Ltd with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Huntington Investment Company, The Huntington National Bank, TIAA-CREF, and PNC Financial Services, Inc. Oxford Financial Group, Ltd serves ultra high-net-worth individuals, 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, team-based investment approach.

Brett Mckamey is a CFA® charterholder with 27 years of industry experience, currently serving at Goelzer Investment Management since 1997. He holds Series 63 registration and is based in Carmel, IN. Outside of his advisory role, he is a director of the Booth Tarkenton Civic Theatre and Indiana Landmarks, and a life trustee of the Nature Conservancy. Goelzer Investment Management provides investment advisory, asset management, and consulting services to a diverse client base including individuals, high-net-worth families, institutions, and nonprofit organizations. The firm combines proprietary research and customized portfolio construction across specialized teams to manage long-term total-return objectives aligned with client risk tolerances.

Audra Ames is a CFP® professional with six years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2018 in Carmel, Indiana. Prior to joining Valeo, she was a student for ten years. Valeo Financial Advisors is a registered investment adviser managing approximately $12.96 billion in client assets for individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm employs a strategic asset allocation approach with tactical adjustments and utilizes independent managers as appropriate, supported by third-party research and account aggregation tools.

Lauren Brown is a Certified Financial Planner® with 11 years of industry experience. She has worked at Valeo Financial Advisors, LLC since 2014 and has also been associated with UBS Financial Services Inc. since 2013. 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 access to unaffiliated independent managers and alternative strategies. The firm manages over $10 billion in assets and operates specialized subsidiaries and programs to support private fund due diligence and charitable initiatives.

Evan La Brecque is a CFP® professional at Valeo Financial Advisors, LLC with one year of industry experience. His background includes roles at Olivet Nazarene University and Ameriprise Financial, LLC. 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.