Jacob Zeiher is a CFP® with six years of industry experience currently advising clients at Valeo Financial Advisors, LLC. His prior roles include positions at First Allied Securities, Inc., Cardinal Health, Inc., and Boenning & Scattergood, Inc. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients with comprehensive financial planning and portfolio management. The firm emphasizes strategic asset allocation with tactical adjustments, uses unaffiliated independent managers when appropriate, and employs third-party research and AI-reviewed processes.

Katherine Harper is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, with 13 years of industry experience. She holds a Series 66 designation and previously worked at Innovative Portfolios, LLC, Sheaff Brock Investment Advisors, LLC, and Salzinger Sheaff Brock, LLC. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management through various model strategies, uses third-party sub-advisers when appropriate, and supports both discretionary and non-discretionary engagements.

Zachary O'Connor is a CFP® professional with two years of industry experience, currently serving at Valeo Financial Advisors, LLC. Prior to joining Valeo, he worked at CSI Advisory Services, LLC and has experience outside finance including roles at Butler University and Columbus High School. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients, managing approximately $12.96 billion in assets. The firm employs a strategic asset allocation approach with tactical adjustments and uses independent managers and third-party research to support portfolio management.

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.

Richard Hall is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Oxford Financial Group, LTD since 2014. He holds a Series 63 designation and is based in Carmel, Indiana. 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 investment approach that includes both discretionary and non-discretionary solutions.

Gregory Goelzer is a financial advisor at Goelzer Investment Management with 41 years of industry experience. He has been with Goelzer Investment Management since 1997 and holds the Series 63 designation. Goelzer Investment Management serves private and institutional clients including individuals, high-net-worth families, foundations, endowments, pension plans, nonprofits, and governmental entities. The firm offers investment advisory, asset management, consulting, and financial planning services through three specialized teams, combining proprietary research and customized portfolio construction to address client objectives.

Scott Ryan is a CFA® charterholder with Series 63 and Series 66 licenses and has 12 years of financial industry experience. He has worked at Oxford Financial Group, LTD since 2026 and previously spent 11 years with the Indiana University Foundation. 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, fiduciary trust administration, and access to private market investments, with an investment approach focused on diversified asset allocation across public and alternative asset classes.

Robert Twitchell is a CFA® charterholder with 21 years of industry experience. He has been with Oxford Financial Group, Ltd. since 2009. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients, providing family office services, chief investment officer functions, investment planning, and fiduciary support. The firm emphasizes asset allocation, diversification across public and private markets, and offers both discretionary and non-discretionary portfolio management, supported by in-house private investment platforms and affiliated fiduciary services.

Emeliano Ameye is a CFP® with six years of industry experience and is currently an advisor at Valeo Financial Advisors, LLC, where he has worked since 2022. Prior to joining Valeo, he spent time at Baron Wealth Management, LLC, and has held roles outside finance, including at Mills Siding & Roofing and Student Painters. 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 emphasizes strategic asset allocation with tactical adjustments and uses independent managers and third-party research in its portfolio management approach.

Robert Edwards is a CFA® charterholder and holds a Series 65 license, with 22 years of experience in the financial industry. He has been with Valeo Financial Advisors, LLC since 2008. 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 incorporating third-party research and alternative strategies where appropriate. The firm also offers scaled services and pro-bono planning to non-profits.

Terilyn Schwartz is a CFP® and ChFC® with 12 years of industry experience, currently advising at Oxford Financial Group, LTD since 2022. Prior to joining Oxford, she worked for eight years with Northwestern Mutual Investment Management and related entities. 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, fiduciary trust administration, and access to private market investments, emphasizing diversified asset allocation across public and alternative asset classes with both discretionary and non-discretionary investment solutions.

Laura Clark is a CFA® charterholder with 14 years of industry experience. She has been with Oxford Financial Group, LTD since 2011. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, CIO-led portfolio management, and fiduciary support. The firm emphasizes asset allocation, diversification across public and private markets, and offers both discretionary and non-discretionary management, along with access to private market and alternative investments.

Sarah Arthur is a CFP®-certified financial advisor with 12 years of industry experience. She has worked at Valeo Financial Advisors, LLC since 2021 and previously held roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Edward Moyzes, and Ameriprise Financial Services Inc. 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 a range of investment strategies, including third-party research and alternative approaches, while offering scaled services and pro-bono planning to non-profits.

Jennifer Hammel is a Series 65-licensed financial advisor with Oxford Financial Group, LTD, based in Carmel, IN. She has three years of industry experience, including roles at Oxford Financial Group and nine years at Beacon Credit Union. 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’s investment approach emphasizes asset allocation, diversification, and written Investment Policy Statements, with a focus on both public and private markets.

Philip Kojich is a financial advisor at Goelzer Investment Management with 16 years of industry experience. He holds the Series 66 and Series 65 licenses and has previously worked at Capital Client Group, American Funds, and Vanguard. Goelzer Investment Management serves private and institutional clients, including individuals, high-net-worth families, foundations, endowments, pension plans, nonprofit organizations, and governmental entities. The firm combines proprietary research, asset allocation analysis, and customized portfolio construction through three dedicated teams to pursue long-term total-return objectives aligned with client risk tolerances.

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.

Matthew Presley is a CFP® professional with 10 years of experience in financial advising. He has been with Valeo Financial Advisors, LLC since 2013. 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 services including model portfolios and pro-bono planning for nonprofits.

Ryan Price is a CFP® professional with six years of experience at Valeo Financial Advisors, LLC, following a brief tenure at WestPoint Financial Group. He is based in Carmel, IN. Prior to his advisory career, he was a full-time student for eight years. 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 uses third-party research and independent managers, serving a diverse client base that includes high-net-worth individuals and charitable organizations.

James Hughes is a CFP® with 21 years of experience in the financial industry. He has been with Valeo Financial Advisors, LLC since 2014. Located in Carmel, IN, Hughes holds Series 63 and Series 65 registrations. 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 portfolio management to pro-bono planning for nonprofits.

Christopher Siegl is a CFP® designated financial advisor at Valeo Financial Advisors, LLC with 18 years of industry experience. Prior to joining Valeo in 2022, he worked at Schwab Private Client Investment Advisory and Charles Schwab from 2017 to 2022, and at Scottrade from 2015 to 2017. Siegl serves as a neutral arbitrator for FINRA Dispute Resolution, a role he has held since 2016. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients, managing approximately $13 billion in assets. The firm employs a strategic asset allocation approach with tactical adjustments and uses independent managers alongside comprehensive financial planning and portfolio management.