Felipe Baeza Correa is a financial advisor at Gradient Investments, LLC with two years of industry experience. He holds a Series 65 designation and has held roles at Civitas Holding, Inc., Civitas Financial LLC, and other related firms. Outside of advisory work, he serves as a finance manager at Caris Financial Holdings, where he supports profit optimization and financial forecasting through automated reporting. Gradient Investments, LLC provides discretionary investment management to a broad client base including individuals, institutions, and charitable organizations. The firm uses a proprietary investment framework and offers a variety of model and custom portfolios managed on a discretionary basis.

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.

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 at Elevation Point Wealth Partners, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at Bank of America, Merrill, and The Leaders Group, Inc. Outside of financial services, he serves as a high school football official for the Indiana High School Athletic Association. Elevation Point Wealth Partners provides investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs a blended strategic and tactical asset allocation approach across various investment vehicles and offers alternatives and technology-enabled services within its portfolio management programs.

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.

John Vanier III is a CFP® professional at Sapient Capital LLC with eight years of industry experience. Prior to joining Sapient Capital in 2023, he worked at Stifel and Charles Schwab. He also spent four years at Purdue University early in his career. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and investment vehicles. The firm combines fundamental and technical analysis to build diversified portfolios across various asset classes and serves as an adviser and sponsor to private funds as well as a sub-advisor to registered ETFs.

Elizabeth Tuinstra is a financial advisor with Larson Financial Group, LLC in Indianapolis, IN, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Edward Jones, Grand Canyon University, and Farmers & Merchants Bank. She also operated a babysitting business called Busy Bees Babysitting. 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 employs both strategic and tactical investment approaches, including model portfolios, discretionary programs, option overlays, and third-party money manager recommendations.

Kathleen O’marro is a financial advisor at Sapient Capital LLC with 10 years of industry experience. She holds a Series 66 designation and previously worked at Stifel, Nicolaus & Co., Inc. for 14 years before joining Sapient Capital. 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 long-term investment approach combining fundamental and technical analysis to build diversified portfolios and offers discretionary and non-discretionary portfolio management as well as family office coordination and sub-advisory services.

Jonathan Buckley is a financial advisor at Forvis Mazars Wealth Advisors, LLC in Indianapolis, IN, holding a Series 65 credential with nine years of industry experience. He previously worked at CenterPoint Wealth Management, LLC from 2016 to 2022, and has been with the Forvis Mazars firms since 2022. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, providing comprehensive financial planning, investment management, and consulting services. The firm’s approach emphasizes customized asset allocation, portfolio diversification, cost control, and combines active and passive strategies, supported by an integrated client-education and communication program.