Richard Bousum II is a financial advisor with StoneX Advisors Inc. and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, including over a decade with StoneX Securities Inc. Outside of his advisory role, he provides IT consulting services through RSNetworking and works as an insurance agent selling term life, Medicare supplement, and prescription drug plans. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and annuity allocation services. The firm utilizes a range of investment strategies through advisor-managed portfolios, proprietary models, third-party money managers, and advanced platforms to support diverse client needs.

Edward Murphy is a financial advisor with Sapient Capital LLC in Indianapolis, holding a Series 65 designation and one year of industry experience. Prior to joining Sapient Capital, he worked at Orange Grove Bio LLC and Eli Lilly and Company. 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 approach combining fundamental and technical analysis to build diversified portfolios while offering both discretionary and non-discretionary portfolio management.

Ethan Aguilar is a financial advisor at Invst, LLC in Indianapolis, holding a Series 65 credential. He has been with Invst since 2024 and is early in his professional career following his studies at Ball State University. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets with a team of 33 advisors and employs a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios.

Quinn Teague is a financial advisor with Strategic Wealth Investment Group, LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His prior roles include positions at Equitable Advisors and Meijer, among others. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, also serving corporations and business entities. The firm employs a combination of internally developed and third-party model portfolios, using diverse investment analysis methods and offering access to private placements for accredited investors.

Kurt Weiper is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with LaSalle St. Investment Advisors since 2013 and with LaSalle St. Securities since 2008. Outside of his advisory work, he serves on the finance committee at his daughter’s school, participates in the Orchard School 403(b) committee, and is involved with the Mission Haiti Medical non-profit’s gift committee. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment programs, managing a predominance of assets on a non-discretionary basis through various strategies including model portfolios, third-party manager oversight, and a diverse mix of investment vehicles.

Jon Stucker is a financial advisor at Thurston Springer Advisors with Series 63 and Series 65 licenses and 43 years of industry experience. He has been with Thurston Springer Miller Herd & Titak, Inc. since 2016. Outside of his advisory role, Mr. Stucker serves as a director on the board of the Delta Alpha of Alpha Tau Omega non-profit housing board and is involved with several entrepreneurial ventures, including CFO roles at Parkahead LLC and FK Restaurant Group LLC. Thurston Springer Advisors serves individuals, corporations, retirement plans, and institutional clients by providing financial planning, estate-planning facilitation, portfolio management, and fiduciary services. The firm offers a range of discretionary and consulting programs with investment strategies that include buy-and-hold, asset allocation, and more active tactical approaches.

Amanda Oakley is a CFP® and holds a Series 66 license with 21 years of industry experience. She has worked at Invst, LLC since 2019, following tenures at Commonwealth Financial Network and Ameriprise. 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 manages about $1.565 billion in assets and uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios tailored to client needs.

Scott Knust is a financial advisor at Mutual of Omaha Investor Services, Inc. with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Mutual of Omaha since 2013. Outside of his advisory role, he coaches pole vault for the University of Indianapolis track and field team. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through a variety of managed account programs and third-party money manager relationships. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and delivers managed solutions primarily through a platform relationship with Envestnet.

Nicholas Key is a financial professional with 11 years of industry experience, currently affiliated with AdvisorNet Wealth Partners in Carmel, IN. He holds Series 63 and Series 65 licenses and has held roles at firms including APEX Wealth Services LLC, Cetera, and FSA Advisors, LLC. He is also co-owner of FSA Advisors, LLC, where he focuses on financial planning and consulting. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm utilizes diversified portfolios including equities, fixed income, mutual funds, and ETFs, and offers both discretionary and non-discretionary management services.

Jonathon Shurtz is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 66 credential and bringing 10 years of industry experience. He previously worked at Bank of America, N.A. and Merrill for 11 years. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets across 53 advisors. The firm serves a range of clients, including individuals, retirement plans, trusts, estates, and corporations, using model portfolios and tactical asset allocation with a mix of mutual funds, ETFs, and alternative investments.

Andrew Penso is a CFP® professional with 20 years of experience in the financial industry. He has been with Mission Wealth Management, LP since 2005. Outside of his advisory role, he serves as a voting member on the Board of Directors at Woodstock Country Club in Indianapolis. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management, financial planning, and portfolio management primarily for affluent and high-net-worth individuals and families, along with institutional clients. The firm employs customized, typically long-term investment strategies that include ETFs, institutional mutual funds, individual securities, and alternative investments, supported by services such as tax-aware trading and ERISA retirement plan fiduciary management.

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.

Timothy Schrader is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and possessing nine years of industry experience. He has been with CreativeOne Wealth, formerly Change Path LLC, since 2017 and has a long tenure with Associated Brokerage Companies, Inc. in a brokerage capacity. In addition to his advisory role, he operates a life insurance brokerage firm serving as a national marketing organization for multiple insurance carriers. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a diversified investment approach using proprietary ETF-based models, third-party managers, boutique equity managers, and option strategies, supported by quantitative and fundamental analyses.

William Matthiessen is a Series 65 licensed advisor with Sapient Capital LLC, based in Indianapolis, IN, and has one year of industry experience. Prior to joining Sapient Capital, he held roles at Commonwealth Impact Investing, SportsRecruits, and the Pittsburgh Pirates. 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 strategy combining fundamental and technical analysis to manage diversified portfolios and also acts as an adviser and sponsor to private funds and registered ETFs.

Derek Weed is a CFP® with 12 years of industry experience, currently serving as a financial advisor at SYM Financial Advisors since 2020. He previously worked at Schwab Private Client Investment Advisory and Charles Schwab & Co., Inc. Derek is an investment committee member for Highlands Latin School, providing advice and oversight concerning their investments. SYM Financial Advisors provides wealth management, financial planning, portfolio management, and qualified plan consulting to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in assets and employs a top-down, tactical asset allocation process implemented through model portfolios, mutual funds, ETFs, alternative investments, and other vehicles.

Austin Wodock is a financial advisor at Sapient Capital LLC with a Series 65 designation and one year of industry experience. His prior experience includes roles at First Merchants Bank and Valeo Financial Advisors. 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 approach combining fundamental and technical analysis to build diversified portfolios across multiple asset classes while offering discretionary and non-discretionary portfolio management.

Dionne Banks is a financial advisor with Maia Wealth in Indianapolis, holding a Series 66 designation and six years of industry experience. She previously worked at Edward Jones and Simplicity Wealth and has an extensive background with Wal-Mart Stores, Inc. Outside of advising, Banks is also a licensed insurance agent. Maia Wealth provides investment management and supervisory services to individuals, trusts, estates, and businesses, offering a range of strategies that include mutual funds, ETFs, and individual securities. The firm employs a blended investment process incorporating fundamental, technical, and cyclical analysis and integrates technology-driven solutions alongside traditional advisory oversight.

Hope Fry is a financial advisor at Root Financial Partners in Indianapolis, IN, holding the CFP® designation and Series 66 license with five years of industry experience. Her prior roles include tenure at Raymond James & Associates and Deerfield. Root Financial Partners provides investment management and financial planning services to individuals, high-net-worth households, trusts, estates, small businesses, and select retirement plans. The firm employs a broadly diversified, passive investment approach using index funds and ETFs, tailoring portfolios to client objectives, risk tolerance, and tax considerations.

Di Nitia Cazy is a financial advisor at Blacktower Financial Management (US) LLC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Bank of America Merrill and Fifth Third Securities. Outside of her advisory role, she is involved with Complete Compliance Solutions LLC, which provides compliance consulting services. Blacktower Financial Management (US) LLC offers financial planning and investment advisory services primarily to UK expatriates in the United States, as well as U.S. persons with retirement assets. The firm specializes in UK pension transfers and manages approximately $122.8 million in regulatory assets, focusing on non-discretionary portfolio management using mutual funds, ETFs, equities, fixed income, and third-party managers.

Ty Lindenman is a CFP® affiliated with Forvis Mazars Wealth Advisors, LLC in Indianapolis, IN. He joined the firm in 2023 and has held previous roles at FORVIS Wealth Advisors, LLC and Kansas State University Recreation Services. Lindenman’s industry experience is recent, beginning in 2023. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, and consulting services, managing approximately $12 billion in assets with an investment approach guided by committee-approved portfolios and an integration of tax and accounting services through its parent company.