Lane Stamper is a financial advisor with Maia Wealth in Indianapolis, IN, holding a Series 66 designation and six years of industry experience. He previously worked at firms including JPMorgan Chase Bank and JPMorgan Securities. Outside of advising, he is also licensed as a non-investment related insurance agent. Maia Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach with periodic portfolio rebalancing and coordination with third-party tax and estate specialists.

Felipe Baeza Correa is a financial advisor at Gradient Investments, LLC in Indianapolis, IN, holding a Series 65 designation with two years of industry experience. He has worked with several firms including Civitas Financial LLC, Integrity Alliance, LLC, and Caris Financial Holdings, where he also serves as a finance manager focusing on financial forecasting and analytics. Additionally, he owns Baeza Financial Solutions, LLC, providing personal accounting consulting services. Gradient Investments, LLC offers discretionary investment management to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a proprietary investment framework and manages a wide range of portfolios, emphasizing a referral-driven distribution model and fee-only management.

Thomas Mincy is a financial advisor at Ausdal Financial Partners, Inc. in Indianapolis, IN, holding a Series 66 designation with 18 years of industry experience. He has been with Ausdal Financial Partners since 2013. Outside of his advisory role, he is involved in insurance sales through Silver Birch Capital Advisors, dedicating limited time to this activity. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 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.

Bryan Richardson is a financial advisor at Consolidated Portfolio Review Corp with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Advisors Share Wealth Management, LLC and Ebh Securities, Inc. In addition to his advisory role, he is a self-employed insurance agent specializing in life and health insurance products. Consolidated Portfolio Review serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans by offering discretionary and non-discretionary managed accounts, financial planning, and access to third-party sub-advisors. The firm’s investment approaches include strategic asset allocation combined with fundamental and technical analysis, supporting both in-house model portfolios and independent advisors.

David Thyen is a Series 65–licensed advisor with six years of industry experience, currently serving at Larson Financial Group, LLC since 2022. His prior roles include positions at Midwest Wealth Management Inc., Valeo Financial Advisors, Fifth Third Trading Center, and Kimball Electronics. Larson Financial Group, LLC 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 utilizes a combination of model portfolios and custom discretionary programs employing both strategic and tactical approaches, supported by AI-assisted research tools alongside human review.

Kevin Mcdougall is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, with 15 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors from 2013 to the present. Thurston Springer Advisors serves individuals, corporations, retirement plans, foundations, endowments, estates, and trusts, providing financial planning, estate-planning facilitation, portfolio management, and fiduciary services. The firm offers a range of discretionary and non-discretionary investment programs and employs various investment strategies, including tactical momentum and earnings momentum approaches.

James Titak is a financial advisor with Thurston Springer Advisors in Indianapolis, holding a Series 63 designation and totaling 45 years of industry experience. His career includes over three decades at Thurston, Springer, Miller, Herd & Titak, Inc., as well as a recent role at T.S. Phillips Investments Inc. Outside of his advisory work, he is involved as a consultant with ROBOVISE, LLC, an online financial advisory firm. Thurston Springer Advisors serves a diverse client base, including individuals, corporations, retirement plans, and trusts, providing tailored financial planning, portfolio management, and fiduciary services. The firm employs a range of investment strategies from buy-and-hold to active momentum approaches, operating within a multi-team structure that includes affiliated broker-dealer and insurance entities.

Brian Melvin is a CFP® with 22 years of industry experience and has been with United Capital Financial Advisors since 2015. He is licensed as an insurance agent for life, health, and annuity products through United Capital Risk Management. United Capital Financial Advisors provides comprehensive financial planning and investment management services nationwide, serving individual investors, corporations, retirement plans, and institutional clients. The firm employs discretionary portfolio management with asset-allocation models and offers customized solutions including ESG and faith-based preferences.

Thomas Pence is a CFA® charterholder with 22 years of industry experience. He is currently with Sapient Capital LLC, where he has worked since 2023, having previously spent seven years at Stifel Nicolaus & Co Inc. Pence serves on the boards of the Eskenazi Health Foundation and the Indianapolis Museum of Art. He is also a consultant for Trade Secret Chocolates, advising on business planning and strategies. 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 and acts as an adviser and sponsor to private funds and registered ETFs.

Peter Grass is a financial advisor at Mutual Of Omaha Investor Services, Inc. with 36 years of industry experience. He holds the ChFC® designation and Series 63 license and has been with Mutual Of Omaha since 1989. Outside of advising, he is involved in an entrepreneurial venture, Grass Family Bees LLC, which sells honey, wax products, live bees, and garden plants. 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 operates primarily through a platform relationship with Envestnet and integrates broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Gavin Bizeau is a financial advisor at Larson Financial Group, LLC with three years of industry experience. He holds a Series 66 credential and previously worked at Northwestern Mutual Wealth Management Company and Fidelity Investments. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with emphasis on serving doctors and related businesses. The firm employs a combination of model portfolios, custom discretionary programs, and third-party money managers, utilizing both strategic and tactical approaches to investment management.

Lloyd Easters is a financial advisor with Invst, LLC, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has worked with Jarred Bunch Consulting, LLC for 10 years and Guardian Life Insurance for 12 years. Outside of his advisory work, he is involved in business and financial coaching and offers online and virtual courses. Invst, LLC provides financial planning, 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 and employs a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios.

Myles Hartwig is a financial advisor with Thurston Springer Advisors in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Thurston Springer Miller Herd & Titak, Inc. since 2015. Thurston Springer serves individuals, corporations, retirement plans, and other entities with financial planning, estate-planning facilitation, portfolio management, and fiduciary services. The firm offers a range of discretionary and non-discretionary investment programs and employs strategies including buy-and-hold, asset allocation, and more active approaches utilizing technical and fundamental analysis.

Lynn Moeller is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, holding Series 63 and Series 66 registrations with 43 years of industry experience. She has been with Thurston, Springer, Miller, Herd & Titak, Inc. since 2009. Thurston Springer Advisors serves individuals, corporations, retirement plans, foundations, endowments, estates, and trusts, offering financial planning, estate-planning facilitation, portfolio management, and fiduciary services. The firm provides tailored advisory services through discretionary and non-discretionary programs using a variety of investment approaches including tactical strategies involving technical and fundamental analysis.

James Mlott is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, with 41 years of industry experience. He has worked at Thurston, Springer, Miller, Herd & Titak, Inc. since 2009. Mlott holds the Series 63 designation. Thurston Springer Advisors serves individuals, corporations, retirement plans, foundations, and trusts, providing financial planning, portfolio management, and fiduciary services. The firm employs a variety of investment strategies, including discretionary and non-discretionary programs, and offers estate-planning facilitation through a third-party platform.

Joshua Shneyderov is a financial advisor with Sapient Capital LLC in Indianapolis, IN, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Stifel, OREC Securities, LLC, and Hutchinson, Shockey, Erley & Co. Outside of his advisory work, he serves as a football official for middle school and high school games. 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.

Dylan Hamerin is a financial advisor with Sapient Capital LLC in Indianapolis, holding a Series 65 designation and beginning his advisory career in 2022. He previously worked at Fi3 Financial Advisors, LLC for four years and has experience coaching high school tennis. Sapient Capital provides wealth management, financial planning, and family office services to individuals, high-net-worth families, trusts, and foundations. The firm employs a long-term investment approach combining fundamental and technical analysis, and it also acts as an adviser and sponsor to private funds and registered ETFs.

Harrison Mc Dougal is a financial advisor with Elevation Point Wealth Partners, LLC in Indianapolis, IN. He holds the Series 65 and Series 63 credentials and has nine years of industry experience. Prior to joining Elevation Point Wealth Partners in 2026, he worked at Bank of America and Merrill for six years. Outside of his advisory role, he has served as a high school football official with the Indiana High School Athletic Association since 2015. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities using model portfolios and tactical asset allocation, incorporating mutual funds, ETFs, and third-party managers, with integrated insurance and annuity services.

Andrew Renz is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Invst, LLC. His prior experience includes roles at Indiana University Health and RSM US LLP. Invst, LLC provides financial planning, consulting, investment management, and retirement plan consulting for individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets and employs a team of 33 advisors, using a combination of fundamental, technical, and cyclical analysis to build diversified portfolios.

Adam Kenworthy is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Indianapolis, IN, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with LaSalle St. Investment Advisors since 2012 and has worked at LaSalle St. Securities since 2008. Outside of his advisory role, he provides consulting advice through SK Consultant, LLC. 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 with a focus on asset-allocation models using mutual funds, ETFs, equities, fixed income, and options.