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.

Richard Bousum II is a financial advisor at StoneX Advisors Inc. with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with StoneX Advisors and StoneX Securities since 2014. Outside of his advisory role, he provides IT consulting services through RSNetworking and works as an insurance agent for term life, Medicare supplement, and prescription drug plans. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA plan consulting through a combination of independent advisors and an in-house Private Client Group. The firm utilizes multiple account structures and model-based solutions, employing both proprietary and third-party investment strategies.

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.

Matthew Postell is a financial advisor with Modern Wealth Management, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at LPL Financial LLC, Centra Credit Union, Fidelity Brokerage Services LLC, and JP Morgan Securities LLC. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm employs a centralized Investment Committee and utilizes model portfolios and third-party managers to guide investment decisions.

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 with Thurston Springer Advisors in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. His prior affiliations include Thurston Springer Miller Herd & Titak, Inc., and he serves on boards of several non-investment organizations, including Delta Alpha of Alpha Tau Omega and Vinculum, and is involved in multiple entrepreneurial ventures such as Parkahead LLC and FK Restaurant Group LLC. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm employs a combination of fundamental and technical investment analysis to support both buy-and-hold and active strategies.

Scott Knust is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He 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, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers solutions primarily through a platform relationship with Envestnet and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

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 at Elevation Point Wealth Partners, LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2015 to 2026. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs a portfolio management approach that includes strategic and tactical asset allocation across various investment vehicles and offers services such as retirement-plan consulting and technology-enabled solutions for held-away accounts.

Andrew Penso is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP in Indianapolis, IN, where he has worked since 2005. He is a member of the Board of Directors at Woodstock Country Club. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing integrated wealth management, financial planning, investment management, and consulting services that include tax, estate, and retirement plan advisory work. The firm employs a comprehensive approach incorporating a variety of investment vehicles and specializes in both individual and institutional advisory roles.

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® professional 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 from 2013 to 2020. He is an investment committee member for Highlands Latin School, a religious institution, where he provides oversight and advice on investments. SYM Financial Advisors is an employee-owned, multi-team SEC-registered firm managing over $5 billion for approximately 1,800 clients, including individuals, retirement plans, charities, and corporate clients. The firm employs a top-down, tactical asset-allocation approach using model portfolios, mutual funds, ETFs, and private alternative investments, offering both discretionary and non-discretionary portfolio management alongside integrated wealth management and financial planning services.

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.

Ty Lindenman is a CFP® professional with experience at Forvis Mazars Wealth Advisors, LLC since 2023. Prior to joining the firm, he worked at Kansas State University Recreation Services. Forvis Mazars Wealth Advisors provides financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofits. The firm emphasizes customized asset allocation, combining active and passive strategies within a diversified portfolio framework, and operates as a subsidiary of a national accounting and professional services firm.

Lane Stamper is a financial advisor with Maia Wealth in Indianapolis, holding a Series 66 designation and six years of industry experience. His prior roles include positions at JPMorgan Chase Bank and Cetera, among others. Stamper also works as an insurance agent with various carriers outside of his investment advisory activities. Maia Wealth provides investment management and supervisory services to individuals, trusts, estates, and businesses, offering financial planning, retirement plan advisory, and institutional consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to implement portfolios that combine traditional oversight with technology-driven solutions.