Jonathan Byrd II is a financial advisor at CreativeOne Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining CreativeOne Wealth, he has been involved in various business ventures, including Sparrow Property Management, Go Figure Racing, Inc., and Byrd Enterprises Inc. Outside of advisory work, he has experience in property management and motorsports through his previous roles. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing strategies that include modern portfolio theory and a mix of ETFs, mutual funds, options, and select private investments.

Jacob Durbin is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 10 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Charles Schwab and Charles Schwab Bank. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser providing financial planning, investment management, retirement plan consulting, and family-office style services to individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets and integrates wealth management with coordinated tax and accounting services through its affiliation with its national accounting parent company.

Michael Sykes is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with LaSalle St. Investment Advisors since 2013 and has been affiliated with LaSalle St. Securities since 2005. Outside of his advisory role, he serves as a successor trustee for family trusts and acts as executor for an estate. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary asset management uncommon among large advisory enterprises.

Howard Rightsell is a financial advisor at United Advisor Group with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research Advisors and INVEST Financial Corp. He is also the owner of Rightsell & Company, LLC, an insurance sales business he has operated since 1983. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and recommended third-party money managers.

Gabriele Allen is a Series 63 licensed financial advisor at Thurston Springer Advisors with 32 years of industry experience. She has been with Thurston, Springer, Miller, Herd & Titak, Inc. since 1989. Outside of her advisory role, she works as a sales executive for Green Organics International. Thurston Springer Advisors serves a diverse client base, including individuals, corporations, retirement plans, and trusts. The firm offers a variety of financial planning and portfolio management services, employing a mix of discretionary and non-discretionary investment strategies that range from buy-and-hold to active tactical momentum approaches.

Scott Jarred is a CFP® professional with 23 years of experience in the financial industry. He has worked at Invst, LLC since 2016 and also has roles with Horizon Planning Group and Guardian Life Insurance Co. of America. Outside of his advisory work, he is involved with Jarred Holdings LLC, which develops and operates real estate projects. 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 manages approximately $1.565 billion in assets and uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios.

Yan Yu is a CFP® with four years of industry experience, currently serving as a financial advisor at Forvis Mazars Wealth Advisors, LLC. Prior to joining Forvis Mazars Wealth Advisors, Yan held positions at Fifth Third Bank, W&S Brokerage Services, and Western Southern Life. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser providing financial planning, investment management, retirement plan consulting, and family-office style services to individuals, families, institutions, and nonprofits. The firm manages approximately $12 billion in assets and integrates coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

Dane Trainor is a financial advisor with Thurston Springer Advisors in Indianapolis, IN. He holds the Series 66 designation and has experience in related roles at Thurston Springer Financial, Clifton Larson Allen, Best Buy, Indiana University, and Hamilton Southeastern Schools. Thurston Springer Advisors serves a diverse client base including individuals, corporations, retirement plans, and trusts. The firm offers a range of financial planning and portfolio management services, utilizing various discretionary and non-discretionary investment strategies that incorporate technical and fundamental analysis.

Julian Zavala is a financial professional with 14 years of industry experience, currently affiliated with AdvisorNet Wealth Partners. He holds a Series 66 designation and has worked at firms including Cetera and FSA Advisors, LLC. Zavala is also involved as a co-owner of FSA Advisors, where he provides financial planning and consulting services. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement consulting services to individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolio construction using multiple asset classes and manages accounts through discretionary and non-discretionary arrangements.

Christopher Lavelle is a financial advisor with Thurston Springer Advisors in Indianapolis, IN. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to his current role, he worked at Charles Schwab & Co., Inc. for ten years. Thurston Springer Advisors serves individuals, corporations, employer-sponsored retirement plans, foundations, endowments, estates, and trusts. The firm offers financial planning, estate-planning facilitation, portfolio management, and fiduciary services, using a range of discretionary and non-discretionary investment strategies tailored to client goals.

Phillip Foust is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked at multiple firms, including New York Life Insurance Co., The Prudential Insurance Co. of America, and LPL Enterprise. Outside of his advisory role, he leads funeral services at Jessen Funeral Home. Sound Income Strategies serves a diverse client base, including individuals, corporations, pension plans, and other advisors, offering asset management, financial planning, and ERISA plan services. The firm’s investment approach focuses on fixed-income and income-oriented strategies, actively managing portfolios through fundamental and technical analysis while offering specialized services such as family-office and special-needs planning.

Stacia Jones is a financial advisor with Silver Oak Securities, Inc. based in Greenwood, IN, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at Securities America Advisors, Securities America, and Securities Service Network. Outside of her advisory work, she is the owner of becauseOne, an online platform aimed at helping nonprofits communicate their needs and connect with supporters. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and business entities through a multi-team structure of about 101 financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances, supported by operational features like ongoing model monitoring and automatic investment processes.

Jonathan Pinyot is a financial advisor at Impact Partnership Wealth, LLC with a Series 65 license and one year of industry experience. His prior roles include positions at High Point Retirement, Troyer Retirement, Pruco Securities LLC, and Advantage One Brokers. Before entering the financial industry, he operated JP’s Lawn Care and worked at LAZ Parking and Crew Carwash. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a multi-team platform. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, utilizing a broad ecosystem of affiliated entities and third-party strategists.

Alex Davis is a financial advisor at Larson Financial Group, LLC with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Commonwealth Financial Network and Midwest Wealth Management. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a particular emphasis on serving doctors and related businesses. The firm utilizes a combination of model portfolios and custom discretionary programs that include strategic and tactical approaches, supported by AI-assisted tools alongside human review.

Raymond Surenkamp is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC. His prior roles include positions at Sage Advisors, LLC and Goldman Sachs Personal Financial Management. He is also a licensed insurance agent for life, health, and annuity products. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base that includes individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, utilizing a combination of centrally managed models and locally managed portfolios across a broad range of investment vehicles.

Elizabeth Chand is a financial advisor at Sapient Capital LLC in Indianapolis, IN, with six years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and New York Life. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm employs a primarily long-term investment process that combines fundamental and technical analysis to build diversified portfolios across various asset classes.

Matthew Tully is a financial advisor at Larson Financial Group, LLC with 33 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Larson Financial Group in 2022, he worked at Midwest Wealth Management Inc., Catalyst Capital Advisors LLC, Catalyst Mutuals Fund Distributors LLC, and Maximum Impact Partners. Outside of his advisory work, he serves as an elder on the board of Leavener Ministry, a nonprofit organization focused on church activities and community disaster relief. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting services to individuals, trusts, corporations, nonprofits, and pension plans, with a particular focus on serving doctors and related businesses. The firm employs both strategic and tactical investment approaches, including model portfolios, custom discretionary programs, and third-party money manager recommendations, supported by AI-assisted research and documentation tools.

Jon Winteregg is a financial advisor with Silver Oak Securities, Inc., holding Series 63 and 66 licenses and bringing 41 years of industry experience. His prior roles include positions at Securities America Advisors, SSN Advisory, Concourse Financial Group Securities, and Langdon Shaw Associates. Outside of his advisory work, he consults for becauseOne, LLC, an online platform supporting nonprofit charitable organizations, and is involved in family trust and estate matters. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and estates through a network of over 100 financial professionals. The firm offers a range of advisory programs focused primarily on discretionary investment management tailored to client objectives and risk tolerances, utilizing a combination of individual securities, ETFs, mutual funds, and strategist models.

Ronald Leblanc is a financial advisor with Sapient Capital LLC in Indianapolis, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Stifel Nicolaus & Co., Inc., LPL Financial, WWK Advisors, and American Funds Distributors, Inc. Outside of advising, he is a partner at Wine Cellars Limited, a business focused on designing and selling wine racking systems. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm employs a primarily long-term investment process combining fundamental and technical analysis to build diversified portfolios and acts as a fiduciary for retirement accounts.

Jason Hutchins is a financial advisor at CreativeOne Wealth, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at CreativeOne Wealth (formerly Change Path, LLC) since 2019. Prior to that, he was with Global Financial Private Capital, LLC for five years. Hutchins also owns Guardian Wells Financial, where he is involved in life insurance and annuity sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based core models, third-party managers, and option-based strategies, employing quantitative, fundamental, and modern portfolio theory in its investment approach.