Johnson Dolson is a CFA® charterholder affiliated with Sapient Capital LLC in Indianapolis, IN. He has one year of experience as a financial advisor and previously worked at Andersen Tax LLC and Stifel. Johnson also spent four years at Indiana University Bloomington. 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 uses a primarily long-term investment approach combining fundamental and technical analysis to construct diversified portfolios across various asset classes.

Martin James is a financial advisor with Modern Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at World Equity Group for 14 years and has operated his own CPA firm, Martin E. James CPA, P.C., since 1997. Outside of his advisory role, he is a certified fly casting instructor and serves as secretary for the Heartland Fly Fishing Festival, Inc. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and corporations. The firm employs a centralized portfolio management approach supported by an Investment Committee and offers specialized services such as ERISA plan management and tax planning through affiliated entities.

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 CFP® professional with 10 years of industry experience, currently with Forvis Mazars Wealth Advisors, LLC. He has previously worked at Charles Schwab and Charles Schwab Bank. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, and retirement plan consulting. The firm emphasizes customized asset allocation and integrates both active and passive strategies tailored to each client's objectives, risk tolerance, and time horizon.

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 financial advisor at Thurston Springer Advisors with 33 years of industry experience. She has worked at Thurston, Springer, Miller, Herd & Titak, Inc. since 1989. Outside of advising, she is also a sales executive for Green Organics International, a non-investment related activity. 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, employing a blend of fundamental, technical, and cyclical investment analysis to support both buy-and-hold and more active strategies.

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, Yan held roles at FORVIS Wealth Advisors LLC, Fifth Third Bank, and other financial services firms. Forvis Mazars Wealth Advisors provides wealth management services to individuals, families, retirement plans, institutions, and nonprofit organizations, integrating financial planning, investment management, and consulting with tax, accounting, and family-office services offered by its parent firm. The firm’s investment approach emphasizes customized asset allocation, combining active and passive strategies with a focus on diversification, cost control, and long-term discipline.

Dane Trainor is a financial advisor at Thurston Springer Advisors with a Series 66 designation and no prior industry experience. Before joining Thurston Springer Financial in 2024, he worked at Clifton Larson Allen and Best Buy, and has a background in education with Hamilton Southeastern Schools and Indiana University. 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 various investment strategies that range from buy-and-hold to more active models such as Tactical Momentum and Earnings Momentum.

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 based in Indianapolis, IN. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Thurston Springer Advisors, he spent ten years at Charles Schwab & Co., Inc. 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, and fiduciary services, employing a mix of fundamental, technical, and cyclical investment analysis to support both buy-and-hold and active strategies.

Phillip Foust is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at New York Life Insurance Company, LPL Enterprise, and Prudential Insurance. Outside of his advisory work, 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, ERISA plan services, and sub-advisory arrangements. The firm focuses on fixed-income and income-oriented investment strategies combined with active portfolio management and allocates assets to third-party managers and ETFs when appropriate.

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 with Larson Financial Group, LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Commonwealth Financial Network and Midwest Wealth Management. Larson Financial Group serves individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm offers financial planning, portfolio management, and retirement-plan consulting through model portfolios and custom discretionary programs employing both strategic and tactical approaches.

Raymond Surenkamp is a CFP® with 32 years of industry experience, currently serving as an advisor at Apollon Wealth Management, LLC since 2026. His prior roles include positions at Sage Advisors, LLC, Goldman Sachs Personal Financial Management, and CS Capital Management Inc. He is also licensed as an insurance agent for life, health, and annuity products through United Capital Risk Management. Apollon Wealth Management is a multi-team SEC-registered investment adviser with approximately $11.56 billion in assets under management. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and retirement plans, combining centrally managed strategies with locally managed portfolios supported by a strong investment committee and technology tools.

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 34 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Midwest Wealth Management Inc., Catalyst Capital Advisors LLC, Clearbridge Investments, LLC, and John Hancock Investment Management LLC. Outside of his advisory role, he serves as an elder on the board of Leavener Ministry, a nonprofit organization focused on church outreach and disaster relief. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs, incorporating both strategic and tactical investment approaches alongside third-party manager oversight.

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 at Sapient Capital LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at American Funds Distributors, Inc., Stifel Nicolaus & Co., Inc., LPL Financial, and other firms. Outside of his advisory role, he is a partner in Wine Cellars Limited, a company that designs and sells custom wine racking. 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 long-term investment process combining fundamental and technical analysis to build diversified portfolios and acts as a fiduciary under ERISA/IRC standards while also serving as an adviser to private funds and registered ETFs.