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.

Joanna Habegger is a financial advisor at Prosperity Capital Advisors with 11 years of industry experience. She holds a Series 66 designation and has worked with several firms including Silver Oak Securities, Financial Resource Advisors, and currently Outsourced General Counsel, where she provides administrative support unrelated to investment services. Outside of her advisory role, Ms. Habegger is a licensed insurance agent and owns Invite Wealth Management, which operates her advisory and insurance business. Prosperity Capital Advisors offers financial planning, consulting, and discretionary investment management to a diverse client base including individuals, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing a range of mutual funds, ETFs, and alternative strategies, and provides institutional and sub-advisory services along with trustee and charitable account services.

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.

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 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Advisors Share Wealth Management, LLC and EBH Securities, Inc. In addition to his advisory role, he operates as a self-employed insurance agent providing life and health insurance products. Consolidated Portfolio Review serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, offering managed accounts, financial planning, and access to third-party sub-advisors. The firm’s investment approach includes strategic asset allocation with fundamental and technical analysis, supporting both proprietary model portfolios and third-party advisor allocations.

David Thyen is a financial advisor with Larson Financial Group, LLC in Indianapolis, holding a Series 65 designation and six years of industry experience. He previously worked at Midwest Wealth Management Inc., Valeo Financial Advisors, Fifth Third Trading Center, and Kimball Electronics. 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 employing strategic and tactical approaches, including option overlays and separately managed accounts, and supports its advice with AI-assisted research tools alongside human review.

Kevin Mcdougall is a financial advisor at Thurston Springer Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors, Equitable Advisors, and Morgan Stanley. Based in Indianapolis, IN, Mcdougall has spent the majority of his career at Wells Fargo Advisors. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management services, utilizing a combination of fundamental, technical, and cyclical investment analysis to support both buy-and-hold and active strategies.

James Titak is a financial advisor with Thurston Springer Advisors in Indianapolis, holding a Series 63 designation and 45 years of industry experience. He has been with Thurston, Springer, Miller, Herd & Titak, Inc. since 1992 and has also worked at T.S. Phillips Investments Inc. since 2022. Outside of advisory work, he is involved with several business ventures, including serving as chairman of Thurston Springer Insurance, LLC and MyClient, LLC, a technology company. 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, fee-based consulting, and fiduciary services, using a combination of investment analysis methods to support both buy-and-hold and active strategies.

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 23 years of industry experience. He is currently with Sapient Capital LLC, joining in 2023 after seven years at Stifel Nicolaus & Co Inc. Pence serves on the board and governance committee of the Eskenazi Health Foundation and is an investment committee member for the Indianapolis Museum of Art. He also advises Trade Secret Chocolates Inc., a local chocolate retailer. Sapient Capital LLC 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 combines fundamental and technical analysis to build diversified portfolios and acts as an adviser and sponsor to private funds, as well as a sub-advisor to 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.

Myles Hartwig is a financial advisor at Thurston Springer Advisors with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Thurston Springer Miller Herd & Titak, Inc. since 2015, following eight years at Edward Jones. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, providing comprehensive financial planning and portfolio management. The firm employs a combination of fundamental, technical, and cyclical investment analysis and offers both buy-and-hold and active strategy options.

James Mlott is a financial advisor at Thurston Springer Advisors in Indianapolis, Indiana, with 41 years of industry experience. He holds a Series 63 designation and has worked at Thurston Springer since 2009, with prior experience at Wells Fargo Clearing and A. G. Edwards & Sons. 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, fee-based consulting, and fiduciary services, utilizing both buy-and-hold and active investment strategies tailored to client goals.