Ali Hakim is a CFP® professional at Valeo Financial Advisors, LLC with two years of industry experience. Prior to joining Valeo, he worked at Wabash College and Michigan City High School. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving retail, high-net-worth, and institutional clients. The firm emphasizes strategic asset allocation with tactical adjustments, utilizes third-party research and independent managers, and offers specialized services including advising private investment funds and managing pooled investment vehicles.

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.

Dean Antonopoulos is a financial advisor with Kingswood Wealth Advisors, LLC, holding a Series 63 designation and 34 years of industry experience. His career includes roles at Kalos Management, Kalos Capital, and a long tenure at Endeavor Investment Resources. He is also president of EIR Capital, Inc., which manages office administration and insurance sales. Kingswood Wealth Advisors serves a diverse client base, including individual, high-net-worth, and institutional investors, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs a customized investment approach using an open-architecture platform and maintains an operational model that integrates insurance-linked account management.

Patrick Hoehne is a CFA® charterholder with 14 years of industry experience. He has been with Waverly Advisors, LLC since 2024, previously working for 12 years at Centerpoint Wealth Management. Patrick holds a Series 65 license and is based in Zionsville, Indiana. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles, with approximately 224 advisors and $29.9 billion in assets under management. The firm offers discretionary and non-discretionary portfolio management that integrates traditional equity and fixed-income strategies with alternative and private-markets allocations.

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.

Ryan Watson is a financial advisor at Archer Investment Corporation in Carmel, Indiana, holding a Series 65 designation with 13 years of industry experience. He has been with Archer Investment Corporation since 2012 and also operates Watson CPA LLC, a separate CPA practice established in 2007. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary funds. The firm employs a process that begins with a comprehensive financial assessment to construct diversified portfolios, offering both discretionary management and model-driven programs.

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.

Dylan Brooks is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. His prior experience includes roles at LPL Financial, Field and Main Bank, and Northwestern Mutual. Brooks has also managed trust client relationships in an investment-related capacity. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion in assets for retail, high-net-worth, and institutional clients. The firm focuses on comprehensive financial planning and individualized portfolio management, employing strategic asset allocation, third-party research, and independent managers in its investment approach.

Tyler Hockett is a CFP® professional with nine years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2014. He is based in Carmel, IN, and has spent his entire advisory career with Valeo. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $12.96 billion across 108 advisors and over 3,000 clients. The firm offers comprehensive financial planning and individualized portfolio management to retail, high-net-worth, and institutional clients, employing a strategic asset allocation approach with tactical adjustments and reliance on third-party research and independent managers.

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.

Umesh Nathani is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Goelzer Investment Management since 2020. His prior experience includes roles at Oberweis Securities, Inc., M HOLDINGS SECURITIES, Inc., and Cozad Asset Management. Goelzer Investment Management advises private and institutional clients, including individuals, families, foundations, pension plans, and nonprofit organizations, providing a range of services such as investment advisory, asset management, consulting, and financial planning. The firm operates through three specialized teams that combine proprietary research and customized portfolio construction to meet long-term return objectives aligned with client risk tolerances.

Robert Webb is a CFA® charterholder and financial advisor with Oxford Financial Group, Ltd in Carmel, IN, where he has worked since 2021. He has 5 years of industry experience and previously spent 18 years at State Farm. Webb serves on Limited Partner Advisory Committees for certain underlying investment funds as part of his role at Oxford Financial Group, without compensation. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held business owners. The firm provides family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments, employing a diversified approach across public and alternative asset classes.

Eric Martz is a financial advisor at IP Financial Advisory Services LLC with seven years of industry experience. He holds Series 65 and Series 66 licenses and has been involved with Martz Solutions Group, a business consulting practice he solely owns. Additionally, he works as an independent regional wholesaler. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm emphasizes non-high-net-worth investors and retirement plan participants, offering personalized portfolio construction and a range of analytical and consulting services.

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.

Charles Penola is a CERTIFIED FINANCIAL PLANNER™ professional with six years of industry experience. He has worked at Valeo Financial Advisors, LLC since 2021 and previously held positions at MML Investors Services, MassMutual Life Insurance Company, Nationwide Advisory Solutions, Hire Road, Inc., Vested Risk Strategies, and Hillsdale College. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion for retail, high-net-worth, and institutional clients. The firm offers comprehensive financial planning and portfolio management, utilizing firm-level strategic asset allocation, third-party research, and independent managers, while also providing specialized services such as advisory roles for private investment funds and pro-bono planning for nonprofit clients.

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.