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Joshua S
Series 63, Series 66
Indianapolis, IN
Sapient Capital LLC
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 H
Series 65
Indianapolis, IN
Sapient Capital LLC
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 M
Series 65, Series 63
Indianapolis, IN
Elevation Point Wealth Partners, LLC
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 K
Series 63, Series 65
Indianapolis, IN
LaSalle St. Investment Advisors, L.L.C.
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 V
CFP®, Series 63, Series 66
Indianapolis, IN
Sapient Capital LLC
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 T
Series 66
Indianapolis, IN
Larson Financial Group, LLC
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
Series 66
Indianapolis, IN
Sapient Capital LLC
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 B
Series 65
Indianapolis, IN
Forvis Mazars Wealth Advisors, LLC
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.
John P
Series 63, Series 65
Indianapolis, IN
Thurston Springer Advisors
John Peluso Jr. is a financial advisor with Thurston Springer Advisors in Indianapolis, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior experience includes roles at Wells Fargo Advisors, First Clearing, LLC, and Wells Fargo Clearing. He is also a Partner at Thurston Capital, the parent company of several affiliated broker-dealers and registered investment advisers. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing both fundamental and technical investment analysis alongside discretionary and tailored account management.
William K
CFP®, Series 65
Indianapolis, IN
Sapient Capital LLC
William Kopp is a CFP® professional with five years of industry experience. He is currently with Sapient Capital LLC and has previously worked at Oxbow Advisors, Freedom Day Solutions, Krueger & Catalano Capital Partners, Newmark Group, and Vanderbilt University. 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 follows a primarily long-term investment approach combining 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.
Paul H
Series 63
Indianapolis, IN
Thurston Springer Advisors
Paul Hargitt III is a financial advisor with Thurston Springer Advisors in Indianapolis, IN, holding a Series 63 designation and 26 years of industry experience. He has worked at Thurston, Springer, Miller, Herd & Titak, Inc. since 2000. Outside of his advisory role, he serves as Treasurer and Trustee of the Broad Ripple Masonic Lodge #643. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, utilizing a range of investment strategies that include both buy-and-hold and more active models.
Matthew H
Series 63, Series 65
Indianapolis, IN
LaSalle St. Investment Advisors, L.L.C.
Matthew Hood is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with LaSalle St. Investment Advisors since 2010 and previously worked at LPL Financial. In addition to his advisory role, he serves as Treasurer of the Alpha Omicron Educational Foundation in Indianapolis. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing a mix of asset classes and third-party manager oversight, with a notable emphasis on non-discretionary asset management.
Dennis M
CFP®, Series 63, Series 65
Indianapolis, IN
First Heartland Consultants, Inc.
Dennis Meyer is a CFP® professional with 38 years of industry experience, currently serving at First Heartland Consultants, Inc. in Indianapolis, where he has worked since 2004. He is a board member of the Columbus Model A Club, a nonprofit car club. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities, offering financial planning, model-based management for 401(k) accounts, and asset management solutions through a network of independent investment adviser representatives.
Thomas S
CFP®, Series 63, Series 66
Indianapolis, IN
Maia Wealth
Thomas Staley is a CFP® professional with 20 years of industry experience, currently serving at Maia Wealth. His prior roles include positions at JPMorgan Securities LLC, Schwab Wealth Advisory, and Charles Schwab. In addition to his advisory duties, he is a licensed life and health insurance agent. 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 with a long-term strategy complemented by tactical adjustments and integrates technology-driven platforms alongside traditional advisory oversight.
Jorey D
Series 66
Indianapolis, IN
Thurston Springer Advisors
Jorey Dimopoulos is a financial advisor at Thurston Springer Advisors with six years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab & Co., Inc. and Northwestern Mutual. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and retirement plans, offering comprehensive financial planning and portfolio management with tailored investment approaches.
James W
Series 66, Series 63, Series 65
Indianapolis, IN
Thurston Springer Advisors
James Walker Jr. is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, with 15 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked for LPL Financial LLC for 22 years. His current affiliation includes operating under the DBA J.F. Walker Investments. 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, combining multiple investment analysis methods to support a range of strategies from buy-and-hold to active management.
Brandon M
Series 66
Indianapolis, IN
Elevation Point Wealth Partners, LLC
Brandon Marvel is a financial advisor with Elevation Point Wealth Partners, LLC in Indianapolis, holding a Series 66 credential and three years of industry experience. Prior to joining Elevation Point in 2026, he worked seven years at Bank of America / Merrill Lynch. He also works part time as a Demo Day Representative for Callaway Golf Company, where he has been employed since 2013. Elevation Point Wealth Partners provides investment advisory services to individuals, retirement plans, trusts, and institutional clients, employing strategic and tactical asset allocation across various investment vehicles including mutual funds, ETFs, and separately managed accounts. The firm offers portfolio management through model series and includes alternative investments, with a focus on insurance-related activities and multiple revenue-sharing arrangements.
Jonathan H
Series 63, Series 65
Indianapolis, IN
SYM Financial Advisors
Jonathan Hueftle is a financial advisor with SYM Financial Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with SYM Financial Advisors since 2000. SYM Financial Advisors is an employee-owned, SEC-registered multi-team firm managing over $5 billion for approximately 1,800 clients, including individuals, qualified retirement plans, charities, and corporations. The firm employs a top-down, tactical asset-allocation strategy implemented through various investment vehicles and offers integrated wealth management, financial planning, and private fund management.
Ryan R
Series 65
Indianapolis, IN
United Capital Financial Advisors
Ryan Roller is a financial advisor with United Capital Financial Advisors in Indianapolis, IN, holding a Series 65 designation and 13 years of industry experience. He has been with United Capital Financial Advisors since 2015. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individual investors, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management with asset-allocation models and offers customized strategies, including ESG and faith-based options, supported by proprietary technology and research.
Mark D
Series 63, Series 65
Indianapolis, IN
Thurston Springer Advisors
Mark Damer is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Noyes Advisors LLC, David A. Noyes & Company, and Morgan Stanley. Damer serves as a board member of the Carmel Clay Historical Society, a nonprofit organization. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning, portfolio management, and fiduciary services, employing both buy-and-hold and active investment strategies tailored to client goals.
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