John Peluso Jr. is a financial advisor with Thurston Springer Advisors in Indianapolis, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously worked with Wells Fargo Advisors and its affiliates from 2002 to 2023 before joining Thurston Springer in 2023. Mr. Peluso is also a Partner of Thurston Capital, the parent company of several affiliated broker-dealer and RIA entities. 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, fee-based consulting, and fiduciary services, employing both buy-and-hold and active investment strategies supported by multiple analytical methods.

Phillip Clark is a financial advisor with Invst, LLC in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked with Jarred Bunch Consulting, LLC since 2016 and Sii since 2013. Outside of his advisory role, Phillip is also a personal trainer. Invst, LLC provides financial planning, consulting, investment management, and retirement plan consulting to individuals—including high-net-worth clients—as well as pension and profit-sharing plans. The firm employs a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and manages approximately $1.565 billion in assets for over 2,100 clients.

Steven Meier is a financial advisor at Savvy with 25 years of industry experience. He holds a Series 66 designation and previously worked at Commonwealth Financial Network, Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory role, he is involved in fixed insurance sales and serves as president of Mosaic Advisory Services, LLC, a personal private entity facilitating securities, advisory, and insurance business. 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 proprietary technology and third-party platforms.

Paul Hargitt III is a financial advisor with Thurston Springer Advisors in Indianapolis, IN, holding a Series 63 designation and 26 years of industry experience. He has worked at Thurston, Springer, Miller, Herd & Titak, Inc. since 2000. Outside of his advisory role, he serves as Treasurer and Trustee of the Broad Ripple Masonic Lodge #643. 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 and portfolio management, utilizing a range of investment strategies that include both buy-and-hold and more active models.

Matthew Hood is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with LaSalle St. Investment Advisors since 2010 and previously worked at LPL Financial. In addition to his advisory role, he serves as Treasurer of the Alpha Omicron Educational Foundation in Indianapolis. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing a mix of asset classes and third-party manager oversight, with a notable emphasis on non-discretionary asset management.

Kyle Riddle is a CFP® professional with nine years of experience in financial advising. He has been with Valeo Financial Advisors since 2015. Invst, LLC offers 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 and employs a team of 33 advisors serving over 2,000 clients, utilizing a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios.

Thomas Staley is a CFP® professional with 20 years of industry experience, currently serving at Maia Wealth. His prior roles include positions at JPMorgan Securities LLC, Schwab Wealth Advisory, and Charles Schwab. In addition to his advisory duties, he is a licensed life and health insurance agent. Maia Wealth provides investment management and supervisory services to individuals, trusts, estates, and businesses, offering financial planning, retirement plan advisory, and institutional consulting. The firm employs a blend of fundamental, technical, and cyclical analysis with a long-term strategy complemented by tactical adjustments and integrates technology-driven platforms alongside traditional advisory oversight.

Jorey Dimopoulos is a financial advisor with Thurston Springer Advisors in Indianapolis, IN, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Northwestern Mutual, and Lake Central School Corporation, as well as time at Purdue University. 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. The firm employs a combination of charting, fundamental, technical, and cyclical investment analysis to support both buy-and-hold and active investment strategies.

James Walker Jr. is a financial advisor at Thurston Springer Advisors with 15 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses and previously worked at LPL Financial LLC for 22 years before joining Thurston Springer in 2020. Outside of his advisory role, he operates a separate business under the name J.F. Walker Investments. 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 a range of investment strategies including buy-and-hold and more active models such as Tactical Momentum.

Ryan Averett is a financial advisor with Invst, LLC in Indianapolis, IN, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC, Brandon Halverson, and Shane Waller. Outside of advisory work, he has experience with Vision Real Estate. 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 employs a multi-faceted investment approach combining fundamental, technical, and cyclical analysis, and manages approximately $1.565 billion in assets for over 2,100 clients.

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.

Peter Welsh is a financial advisor at Invst, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Thurston Springer and OneAmerica Securities. In addition to his advisory role, he serves as Managing Director of Retirement and Wealth at Ispira Financial in a management capacity. Invst, LLC provides financial planning, consulting, 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 employs a team of 33 advisors, utilizing a combination of fundamental, technical, and cyclical analysis to build diversified portfolios.

Jonathan Hueftle is a financial advisor with SYM Financial Advisors in Indianapolis, IN, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with SYM Financial Advisors since 2000. SYM Financial Advisors manages approximately $5.8 billion through a 32-advisor multi-team platform, serving individuals, pension plans, charities, and businesses with wealth management, financial planning, portfolio management, and qualified retirement plan consulting. The firm’s investment approach combines top-down tactical asset allocation with fundamental and technical analysis, utilizing mutual funds, ETFs, independent managers, and alternative investments.

Mark Damer is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Noyes Advisors LLC, David A. Noyes & Company, and Morgan Stanley. Damer serves as a board member of the Carmel Clay Historical Society, a nonprofit organization. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning, portfolio management, and fiduciary services, employing both buy-and-hold and active investment strategies tailored to client goals.

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.

Dale Self is a financial advisor at Maia Wealth with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities and Charles Schwab, among other firms. Outside of financial advising, he is the managing member of F1rst Wellness LLC, which plans to operate in the health and wellness sector. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, utilizing a blend of fundamental, technical, and cyclical analysis with a long-term strategy that allows for tactical adjustments. The firm integrates technology and third-party platforms to implement portfolios and offers specialized estate and tax coordination services.

Jeffrey Triwedi is a financial advisor with Thurston Springer Advisors in Indianapolis, holding a Series 66 designation and 23 years of industry experience. He has been with Thurston, Springer, Miller, Herd & Titak, Inc. for 22 years and has operated Triwedi Enterprises for over three decades. Outside of his financial career, he performs as a musician playing guitar and saxophone about once a month. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management with a variety of investment strategies, combining fundamental, technical, and cyclical analysis to support both buy-and-hold and more active management approaches.

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.

Benton Givens is a Series 66–licensed advisor with Thurston Springer Advisors and has one year of industry experience. Prior to joining Thurston Springer Financial, he worked at Vine & Table and Hotel Tango Distillery. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and retirement plans, offering comprehensive financial planning and portfolio management. The firm employs a range of investment strategies, including both buy-and-hold and active models such as Tactical Momentum and Earnings Momentum.

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.