William Pendleton is a financial advisor with The AmeriFlex Group in Carmel, IN, holding Series 63 and Series 65 credentials and over 33 years of industry experience. His prior roles include positions at The O.N. Equity Sales Company, Parkland Securities, and Ohio National Financial Services. He is involved in an outside financial services business that offers fixed life, annuities, disability income, long-term care, and health insurance. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a large network of advisory affiliates. The firm provides portfolio management, financial planning, third-party manager selection, and retirement plan consulting, delivering customized strategies through various model allocations and manager relationships.

Philip Wallin is a CFP® professional with 13 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2019. Prior to that, he was with W Financial, LLC for five years. In addition to his advisory role, he works as a Tax Associate at Atlas Financial, an independent CPA firm, assisting with high net worth tax return reviews. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients, managing approximately $13 billion in assets. The firm emphasizes strategic asset allocation with tactical adjustments, utilizes independent managers, and offers a range of service models including a lower-touch option called Valeo Essentials.

Greg Jordan is a CFP® professional with 14 years of industry experience. He has worked at Valeo Financial Advisors, LLC since 2018 and previously held positions at Charles Schwab Bank and Charles Schwab from 2011 to 2018. Valeo Financial Advisors is a registered investment adviser managing approximately $12.96 billion in client assets. The firm serves individuals, families, trusts, estates, charitable organizations, and corporate clients, focusing on strategic asset allocation with tactical adjustments and the use of independent managers when appropriate.

Nicholas Estey is a CFP® professional with 10 years of experience in financial advising, currently with Goelzer Investment Management since 2023. His prior experience includes roles at Cetera Advisors LLC, First Allied Advisory Services, and Northwestern Mutual Investment Services. Outside of his advisory work, he serves as the head lacrosse coach at Brebeuf Jesuit Preparatory School and is a director of Circle City Lacrosse LLC. Goelzer Investment Management serves private and institutional clients with investment advisory, asset management, and financial planning services. The firm operates through specialized teams that offer customized portfolio construction and asset allocation, including services for professional athletes and governmental clients, supported by proprietary research and client-focused communication.

Andrew Michael is a CFP® professional with one year of industry experience, currently serving at Valeo Financial Advisors, LLC. His prior work includes roles at Butler University, RENU Property Management, and Column Capital. 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 a range of investment options including independent managers and alternative strategies.

Jacquelyn Nolan is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Oxford Financial Group, Ltd. She previously worked at PNC Financial Services for five years. 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 chief investment officer services, fiduciary trust administration, and access to private market investments, emphasizing diversified asset allocation across public and alternative asset classes.

John Brown is a financial advisor at Valeo Financial Advisors, LLC in Carmel, IN, holding the CFA® designation and Series 66 license with six years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing and has a background at Indiana University. 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 employs a strategic asset allocation approach with tactical adjustments, utilizes independent managers when appropriate, and emphasizes ongoing portfolio monitoring.

Howard Young is a CFP® professional with over 31 years of experience in the financial services industry. He is currently with St. Bernard Financial Services, Inc. and has previously worked at OSAIC, Sagepoint Financial, Inc., and Heritage Wealth Consultants. His other business activities include serving as a financial advisor under the DBA Maven Retirement Advisors. St. Bernard Financial Services serves individuals, families, trusts, estates, and small businesses, offering portfolio management and investment implementation with a focus on a long-term, conservative growth approach using tactical asset allocation. The firm operates as both an investment adviser and broker-dealer, providing advisory relationships on an asset-based or hourly basis while also offering commissionable products through its broker-dealer arm.

Jacob Smith is a CFP® professional with three years of experience in financial advising. He has been with Valeo Financial Advisors, LLC since 2021. Prior to his advisory role, he worked at the University of Alabama and has experience in education at South Anchorage High School. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients with approximately $13 billion in assets under management. The firm emphasizes strategic asset allocation, uses independent managers when appropriate, and offers both comprehensive financial planning and a lower-touch model portfolio option called Valeo Essentials.

Dustin Brown is a Series 66-licensed financial advisor with nine years of experience, currently at Oxford Financial Group, Ltd. He previously worked at JP Morgan Private Bank and Equitable Advisors, and also spent time in the food service industry at Crust Pizzeria Napoletana. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, and institutional clients, offering family office services, fiduciary trust administration, and access to private market investments. The firm’s investment approach includes diversified asset allocation across public and alternative assets, with specialized teams sourcing and monitoring managers and managing both discretionary and non-discretionary client portfolios.

Joshua Frazier is a financial advisor at Valeo Financial Advisors, LLC with 24 years of industry experience. He previously worked at JPMorgan Securities LLC and Charles Schwab in various roles. Outside of his advisory work, he has been involved in real estate and property management since 2006. 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 utilizes third-party research and alternative strategies, managing over $10 billion in client assets.

James Concannon is a CFP® and CFA® certified financial advisor with 24 years of industry experience. He has been with Goelzer Investment Management in Carmel, IN, since 2005. Goelzer Investment Management serves private and institutional clients, providing investment advisory, asset management, consulting, and financial planning services. The firm operates through three specialized teams that combine research and customized portfolio construction to align with client risk tolerances and offers tailored services for complex estates, professional athletes, and governmental entities.

Noah Heim is a CFP® professional with three years of industry experience, currently affiliated with Valeo Financial Advisors, LLC. His prior work includes roles at Concorde General Agency, Great American Insurance Group, Kimball Electronics, and Indiana State University. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients by managing approximately $13 billion in assets through financial planning and portfolio management. The firm emphasizes strategic asset allocation, employs independent managers when appropriate, and maintains ongoing portfolio monitoring.

Kyle Erb is a CFP® with 15 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2007. He 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, employing a strategic asset-allocation framework with tactical adjustments. The firm manages over $10 billion in client assets and offers specialized services including a scaled "Essentials" portfolio option and pro-bono planning for non-profits.

Jeffrey Thomasson is a CFP® with 27 years of industry experience and has been with Oxford Financial Group, Ltd since 1984. He serves as Chairman of the Board of Managers for Baseline Fitness Holdings LLC and holds board positions with multiple nonprofit foundations, including the Cook Family Foundation and the Valiant Foundation. Oxford Financial Group, Ltd serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held businesses. The firm offers family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and private market investment access, with a focus on diversified asset allocation and extensive manager oversight.

Scott Carlson is a financial advisor at SPC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Parkland Securities since 2014 and SPC since 2012. Outside of his advisory role, he operates Scott Carlson Financial, providing financial services, and is involved in insurance sales including life, health, and long-term care insurance. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, typically delivering discretionary management with ongoing monitoring and rebalancing.

Lana Stanford is a financial advisor at Valic Financial Advisors with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Valic Financial Advisors since 2014. In addition to her advisory role, she is an agent for Agia, where she works with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Hayden Orr is a financial advisor at VALIC Financial Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at VALIC Financial Advisors since 2015. In addition to his advisory role, he is an agent for non-securities insurance products with Agia. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

John Illingworth is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 66 and Series 63 credentials and 20 years of industry experience. His prior roles include positions at OneAmerica Securities, American United Life, Protective Life Insurance, and ProEquities Inc. He serves as a board member of the Indiana State University Scott College of Business Young Professionals Board. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs that provide managed portfolios, non-discretionary recommendations, and investment education. The firm’s approach integrates Morningstar Investment Management’s proprietary software and model allocations to tailor retirement guidance across a large client base.

Basil Anas is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with Commonwealth since 1995. Outside of his advisory role, he is also engaged in photography. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs and support services. The firm offers discretionary portfolio management, third-party asset manager access, and various program structures designed to meet diverse client needs.