Andrew Blakley is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Horter Investment Management, LLC, and Citigroup Global Markets. Outside of advising, he owns four H&R Block offices and serves as president of a payroll and bookkeeping services company. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm employs tactical, strategic, and dynamic investment approaches, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services through a multi-team model.

Jon Jon Knepp is a financial advisor with Gibbs Wealth Management, LLC, holding a Series 65 credential and six years of industry experience. He also owns and operates Knepp Enterprise Inc. DBA Knepp Financial Group, a financial services and insurance business he founded in 2005. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance.

Kendall Miedema is a CFP®-certified financial advisor with five years of industry experience, currently with Maia Wealth in Indianapolis, IN. His prior roles include positions at J.P. Morgan Securities and Charles Schwab & Co. Outside of advising, he holds an insurance agent license covering various carriers. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, using a combination of mutual funds, ETFs, individual securities, and independent managers. The firm employs a long-term investment strategy complemented by tactical adjustments and integrates technology with traditional oversight in its portfolio implementation.

Todd Spille is a financial advisor at Thurston Springer Advisors with 37 years of industry experience. He holds a Series 63 designation and has worked with several firms, including StoneX Advisors Inc. and Wrp Investments, Inc. In addition to his advisory role, he is an agent selling term life and Medicare supplement insurance products upon client request. 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, fee-based consulting, and fiduciary services, combining various investment analysis methods to support both buy-and-hold and active strategies.

Ryan Miller is a CFP® professional with 14 years of industry experience. He has worked at Plancorp, LLC since 2025 and previously held roles at Dew Wealth Management, LLC, Elser Financial Planning, Inc, and an earlier iteration of Plancorp. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with services including wealth management, financial planning, pension consulting, and tax preparation. The firm’s investment approach is based on Modern Portfolio Theory and documented Investment Policy Statements, offering both discretionary and non-discretionary management across a diversified range of assets.

Karen Fritz is a financial advisor at CG Advisory Services with 21 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Geneos Wealth Management, Inc., and WFG Investments, Inc. Fritz has also been involved with CG Advisor Network and Capital Asset Advisory Services, LLC since 2006. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and businesses. The firm provides discretionary portfolio management, financial planning, retirement plan services, and consulting through proprietary model portfolios and customized investment strategies.

Margaret Loudenburg is a financial advisor at First Heartland Consultants, Inc. with 10 years of industry experience. She holds the Series 66 designation and has worked at First Heartland Capital Inc since 2015 and Hanson & Snyder since 2012. First Heartland Consultants serves a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions through a network of independent adviser representatives.

Matthew Nall is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked with LaSalle St. Investment Advisors since 2011 and has been associated with LaSalle St. Securities since 2005. Outside of his advisory role, he is involved with Dymond Point Financial L.L.C., managing an operating lease agreement and business banking activities. LaSalle St. Investment Advisors offers fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment programs, utilizing asset-allocation models and a range of investment vehicles, with a notable emphasis on non-discretionary asset management.

Edward Gill III is a financial advisor with Invst, LLC, holding a Series 66 credential and bringing 10 years of industry experience. Prior to joining Invst in 2024, he worked at Northwestern Mutual Wealth Management Company, Mark Wise, and Wells Fargo Advisors. Outside of finance, he owns and manages All Out Training, a basketball skill development business, and serves as a basketball analyst for Fox Sports. 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 employs fundamental, technical, and cyclical analysis to build diversified portfolios and serves over 2,000 clients with more than $1.5 billion in assets under management.

Anna Spurgin is a financial advisor with The Mather Group, LLC, holding Series 63 and Series 66 licenses and 24 years of industry experience. She worked at Mass Mutual Investors Services and MassMutual Life Insurance Company for ten years before joining The Mather Group in 2024. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and customized portfolio options, integrating AI tools with human oversight in its processes.

Kelly Tully is a Series 65-licensed advisor at Gibbs Wealth Management, LLC with experience working at Knepp Financial Group since 2019 and as a self-employed professional since 2013. Outside of financial advising, Tully is the president of Filiorum Publishing, a book publishing company specializing in children's literature and freelance writing. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing third-party platforms and a mix of analytical approaches to guide allocations while emphasizing risk management and tax-efficient solutions.

William Gonzales is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds a Series 65 designation and has worked at several firms, including Gradient Advisors, Regal Investment Advisors, and Farrah Tax Group. Gonzales is also the owner of Absolute Wealth Management, LLC, where he provides financial and insurance services. Foundations Investment Advisors, LLC offers financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a range of analytical approaches and uses model portfolios, third-party sub-advisers, and custodians to deliver tailored investment services.

Bradley Clark is a financial advisor at CoreCap Advisors in Indianapolis, holding a Series 65 license with 10 years of industry experience. He has worked with CoreCap Advisors since 2016 and also serves as President of Solomon Financial, an independent advisory firm focused on insurance and annuity sales. Clark is an active member of BNI for networking purposes. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as self-directed retirement plans and institutional clients. The firm provides discretionary investment management, financial planning, and access to third-party sub-advisors, with an investment approach that emphasizes long-term relationships and diversified portfolios.

Kenneth Miedema is a financial advisor at Maia Wealth with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Securities, Schwab Wealth Advisory, and Charles Schwab. He is also an insurance agent focusing on life and health products. Maia Wealth provides discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses. The firm employs a long-term investment strategy enhanced by fundamental, technical, and cyclical analysis, offering customized portfolios that utilize mutual funds, ETFs, and individual securities.

Nathaniel White is a financial advisor with Invst, LLC, holding a Series 65 designation and one year of industry experience. He previously worked at Spectrum Wealth Management, Oxford Financial Group, and Stifel. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm uses a combination of fundamental, technical, and cyclical analysis to build diversified portfolios and manages approximately $1.565 billion in assets for over 2,100 clients.

Collin Kelly is a financial advisor at Maia Wealth in Indianapolis, IN, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at J.P. Morgan Securities and Charles Schwab & Co., Inc. In addition to his advisory work, he is licensed as an insurance agent with various carriers. Maia Wealth provides discretionary and non-discretionary 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 and integrates technology and third-party platforms to implement ETF-based allocations and automated rebalancing.

Dustin Thomas is a CFP® and Series 65-licensed advisor at Savvy with 12 years of industry experience. He previously worked at Valeo Financial Advisors and Column Capital Advisors, LLC. Outside of his advisory role, he owns Thomas Ten-Forty, LLC, where he prepares individual tax returns. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm 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 external research.

Jenna Spurrier is a financial advisor with Thurston Springer Advisors in Indianapolis, IN, holding a Series 66 credential and 25 years of industry experience. She has been with Thurston Springer Miller Herd & Titak, Inc. since 2016. Outside of her advisory role, she is involved as a board member with the nonprofit Impact 100 Greater Indianapolis and operates a Spanish translation service. 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 tailored to client goals through a range of strategies including both buy-and-hold and active momentum models.

Andrew Blackwell is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with International Assets Investment Management and its affiliate since 2019, with prior roles at Sanctuary Advisors, LLC and David A Noyes and Company. Outside of his advisory work, he co-owns BLACORUSA, LLC, a private label entity involved in marketing and advertising. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and business entities through a national network of independent adviser representatives. The firm offers customized portfolio management using a range of investment vehicles and may utilize third-party managers and wrap programs to support client objectives.

Jordan Lauber is a financial advisor at Savvy with eight years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Savvy, he worked at Lauber Financial, Lincoln Financial Advisors, Union Financial, Centennial Group, Princor Financial Services Corporation, and Principal Life Insurance Company. Lauber is also the owner and agent of Lauber Financial, where he offers traditional life insurance. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, corporations, and other legal entities. 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, option overlays, and ESG-focused models.