Beau Browning is a financial advisor with CoreVision Financial Group, holding a ChFC® designation and Series 63 license. He has 20 years of industry experience, including 16 years at LPL Financial and three years at CoreVision. CoreVision Financial Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term investment philosophy that incorporates fundamental, technical, and cyclical analysis, offering customized portfolios that include mutual funds, ETFs, individual securities, options, and independent managers.

Andrea Lee is a financial advisor at coreVISION Financial Group with eight years of industry experience. She holds the CFP® designation and Series 66 license. Prior to joining coreVISION, she worked at LPL Financial and has longstanding involvement with the Shelby County Athletic Club. coreVISION Financial Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term investment approach that includes customized portfolios using mutual funds, ETFs, individual securities, and options, supported by a combination of traditional discretionary management and third-party solutions.

Grant Nailor is a Series 65-licensed advisor at Financial Plans & Strategies, Inc. with one year of industry experience. Prior to joining the firm, he held positions at Aon, Ritz Charles, and Amazon, among others. Outside of financial services, his background includes work at golf courses and a bakery. Financial Plans & Strategies provides investment advisory and planning services to individuals, high-net-worth clients, families, trusts, estates, and employer retirement plans. The firm offers discretionary asset management and financial planning tailored to client objectives, using diversified allocations and periodic portfolio supervision.

Bauer Schmeltz is a CFP® with nine years of industry experience, currently with Financial Plans & Strategies, Inc. since 2020. His prior roles include positions at Charles Schwab & Co., Inc. and Foresters Financial Services. He is also an owner and insurance agent at Financial Planning Investments Inc. and a shareholder in MVMT House in Indianapolis. Financial Plans & Strategies, Inc. provides investment advisory and financial planning services to individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary asset management, retirement plan advisory, and consulting, tailoring portfolios using fundamental and technical analysis and a focused selection of institutional managers.

Seth Raymond is a financial advisor at Financial Plans & Strategies, Inc., holding a Series 65 designation with one year of industry experience. Prior to joining Financial Plans & Strategies, he worked at Myers and Stauffer and Upper Crust and has experience with Butler University and Indy Premier Soccer Club. Financial Plans & Strategies, Inc. provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored retirement plans. The firm customizes portfolios based on client objectives, using both fundamental and technical analysis, and offers ongoing monitoring, rebalancing, and client reporting.

Gilbert Talbert is a financial advisor with Capital Synergy Partners in Greenwood, IN, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Capital Synergy Partners since 2018 and previously worked at Foresters Equity Services, Inc. from 2016 to 2018. Talbert is also the owner and president of Talbert Financial Services, where he operates a fixed insurance business. Capital Synergy Partners serves both non–high-net-worth and high-net-worth individual clients, offering financial planning, portfolio management, and consulting through various advisory programs. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, employing a primarily non-discretionary advisory model and utilizing a range of analytical approaches and custodial platforms.

Brett Rice is a financial advisor at coreVISION Financial Group with eight years of industry experience. He holds the Series 66 credential and has worked at LPL Financial, Edward Jones, Pridgeon and Clay, and Knauf Insulation. Rice provides investment advisory services through coreVISION Financial Group, an independent registered investment advisor firm. coreVISION Financial Group manages over $1.15 billion with an 11-advisor team, offering discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term investment approach that incorporates fundamental, technical, and cyclical analysis, along with tactical adjustments, rebalancing, and tax management strategies.

Brian Napier is a financial advisor with Ausdal Financial Partners, Inc. in Greenwood, Indiana, holding Series 65 and Series 66 credentials and bringing 22 years of industry experience. He has been with Ausdal Financial Partners since 2013. Outside of his advisory role, he is also licensed as an insurance agent with Silver Birch Capital, dedicating approximately one hour per month to the sale of insurance products. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets through a network of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies and custodial platforms.

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.

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 at Silver Oak Securities, Incorporated with seven years of industry experience. She holds a Series 66 designation and has worked previously at Securities America Advisors, Securities America, and Securities Service Network. Outside of her advisory role, she is the owner of becauseOne, an online platform designed to help nonprofits communicate their needs and connect with people seeking to make a difference. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with investment management primarily discretionary and tailored to client objectives and risk tolerances.

Jon Winteregg is a financial advisor at Silver Oak Securities, Incorporated with 40 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Securities America Advisors, Inc., Securities America, Inc., and SSN Advisory, Inc. Outside of his advisory role, he consults for an online platform supporting nonprofits and serves as co-trustee on his mother's living trust. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm delivers tailored portfolio management and financial planning using both internal and third-party resources.

Gregory Allen is a financial advisor at Savvy with 11 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Edward Jones, and Morgan Stanley. Outside of advising, he is involved in real estate development through Allen Commercial Group. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized investment plans using a primarily index-based, long-term approach and integrates third-party fintech tools, specialized sub-adviser strategies, and tax-aware direct indexing.

Randy Jaramillo is a financial advisor at Foundations Investment Advisors LLC with four years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Foundations, he worked at Reliant Wealth Management and Simplicity Wealth, among other roles. He also serves as a pastor involved in community outreach and leadership at The Potter’s House Church in Indianapolis. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, employer-sponsored 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 tailor investment solutions.

Andrew Riis is a financial advisor at Redhawk Wealth Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Able Financial Group for six years. Outside of advising, he is a 50% owner of Reachout Marketing, LLC, a marketing agency. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, families, estates, trusts, retirement plans, and charitable organizations. The firm emphasizes strategic and tactical asset allocation across multiple asset classes and offers services such as multi-generational wealth planning and separately managed accounts.

Clint Heisler is a financial advisor at Savvy with 14 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at LPL Financial and Northwestern Mutual in various roles over a 14-year span. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach complemented by active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and fintech platforms to customize client portfolios.

Michael Benefield is a financial advisor with Trustmont Advisory Group, Inc., holding a Series 66 designation and nine years of industry experience. He has been with Trustmont since 2019 and previously worked at Voya Financial Advisors. In addition to his advisory role, he is the owner of Benefield Law, a legal practice focused on patent law, estate planning, business law, and litigation, and serves on the board of the Indiana Gamma Gamma Chapter of Alpha Tau fraternity as well as the Clark-Pleasant Education Foundation. Trustmont Advisory Group advises a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a long-term investment outlook and utilizes various public research sources, offering discretionary portfolio management and access to brokerage and insurance products through advisers who often hold multiple professional credentials or operate other financial businesses.

Nathan Eix is a CFP® professional at Truepoint, Inc. with six years of industry experience. He previously worked at WealthPoint Advisors, LLC, Charles Schwab, and Thr3e Wise Men. Truepoint serves individuals, families, trusts, and institutional clients, offering comprehensive financial planning, portfolio management, tax and estate planning support, and a digital advice platform. The firm employs an evidence-based, long-term investment approach with diversified asset allocation and low-cost index funds, and it provides integrated tax and administrative services through related entities.

C. Brian McKee is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior firms include Cambridge Investment Research Advisors and LPL Financial, and he has operated McKee Financial Resources, Inc. since 1996. McKee provides investment advisory services through multiple affiliated entities. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, implementing diverse strategies including individual securities, mutual funds, alternative investments, and tax-managed approaches.

Ronald Sieber is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. He holds a Series 65 credential and has prior experience operating his own advisory business and working in insurance. Outside of advisory work, he owns and manages CGA Insurance LLC, where he sells health and life insurance products and maintains client relationships. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a variety of analytical approaches and model portfolios, delivering services through a large network of affiliated offices and investment professionals.