Timothy Reidy III is a financial advisor with The AmeriFlex Group in Carmel, Indiana, holding Series 63 and Series 65 licenses and 42 years of industry experience. His prior roles include positions at THE O.N. Equity Sales Company and Ohio National Life Insurance Company. Outside of his advisory work, he serves as treasurer for a local judicial campaign. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, utilizing model asset allocations and a range of discretionary and non-discretionary manager relationships.

Jonathan Byrd II is a financial advisor at CreativeOne Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining CreativeOne Wealth, he has been involved in various business ventures, including Sparrow Property Management, Go Figure Racing, Inc., and Byrd Enterprises Inc. Outside of advisory work, he has experience in property management and motorsports through his previous roles. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing strategies that include modern portfolio theory and a mix of ETFs, mutual funds, options, and select private investments.

Clinton Seefeldt is a CFP® professional affiliated with Savvy, with 11 years of industry experience. His prior roles include positions at Provider Wealth Management, Commonwealth Financial Network, Lincoln Financial Advisors, and Centennial Group. He also serves as an independent insurance agent and is involved with The Leaders Group as an outside broker-dealer advisor. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform and third-party sub-advisers.

Jacqueline Armstrong is a financial advisor at Oxford Financial Group, Ltd with 18 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley. Outside of finance, she manages a professional music business called The Sax Guy. Oxford Financial Group, Ltd serves ultra high-net-worth individuals, families, and institutions by providing family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation and offers both discretionary and non-discretionary investment arrangements through specialized teams and affiliated entities.

Jacob Durbin is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 10 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Charles Schwab and Charles Schwab Bank. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser providing financial planning, investment management, retirement plan consulting, and family-office style services to individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets and integrates wealth management with coordinated tax and accounting services through its affiliation with its national accounting parent company.

Michael Sykes is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with LaSalle St. Investment Advisors since 2013 and has been affiliated with LaSalle St. Securities since 2005. Outside of his advisory role, he serves as a successor trustee for family trusts and acts as executor for an estate. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary asset management uncommon among large advisory enterprises.

Cody Gutwein is a CFP® at Valeo Financial Advisors, LLC with one year of industry experience. Prior to joining Valeo in 2022, he worked at OneIndiana Financial Group and Inotiv, Inc. in 2021 and held positions at Purdue and Frontier High School. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm employs a strategic asset-allocation framework with tactical adjustments and offers services including model portfolios and pro-bono planning for nonprofits.

Howard Rightsell is a financial advisor at United Advisor Group with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research Advisors and INVEST Financial Corp. He is also the owner of Rightsell & Company, LLC, an insurance sales business he has operated since 1983. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and recommended third-party money managers.

Gabriele Allen is a Series 63 licensed financial advisor at Thurston Springer Advisors with 32 years of industry experience. She has been with Thurston, Springer, Miller, Herd & Titak, Inc. since 1989. Outside of her advisory role, she works as a sales executive for Green Organics International. Thurston Springer Advisors serves a diverse client base, including individuals, corporations, retirement plans, and trusts. The firm offers a variety of financial planning and portfolio management services, employing a mix of discretionary and non-discretionary investment strategies that range from buy-and-hold to active tactical momentum approaches.

Jacob Woodward is a CFP® professional with eight years at Valeo Financial Advisors, LLC and five years of industry experience. He joined Valeo Financial Advisors in 2018 after completing his studies. Valeo Financial Advisors is a registered investment adviser managing approximately $13 billion in assets for individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm focuses on strategic asset allocation with tactical adjustments and uses independent managers and third-party research sources to support portfolio management.

Scott Jarred is a CFP® professional with 23 years of experience in the financial industry. He has worked at Invst, LLC since 2016 and also has roles with Horizon Planning Group and Guardian Life Insurance Co. of America. Outside of his advisory work, he is involved with Jarred Holdings LLC, which develops and operates real estate projects. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets and uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios.

Yan Yu is a CFP® with four years of industry experience, currently serving as a financial advisor at Forvis Mazars Wealth Advisors, LLC. Prior to joining Forvis Mazars Wealth Advisors, Yan held positions at Fifth Third Bank, W&S Brokerage Services, and Western Southern Life. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser providing financial planning, investment management, retirement plan consulting, and family-office style services to individuals, families, institutions, and nonprofits. The firm manages approximately $12 billion in assets and integrates coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

Dane Trainor is a financial advisor with Thurston Springer Advisors in Indianapolis, IN. He holds the Series 66 designation and has experience in related roles at Thurston Springer Financial, Clifton Larson Allen, Best Buy, Indiana University, and Hamilton Southeastern Schools. Thurston Springer Advisors serves a diverse client base including individuals, corporations, retirement plans, and trusts. The firm offers a range of financial planning and portfolio management services, utilizing various discretionary and non-discretionary investment strategies that incorporate technical and fundamental analysis.

Ronald Morgan is a financial advisor at Archer Investment Corporation with 31 years of industry experience. He holds the PFS™ and Series 63 designations. His prior experience includes roles at Avantax Investment Services, Inc., Jackson National Life Insurance, and operating his own tax preparation and accounting firm, Ron Morgan EA CPA & Associates, LLC. In addition to his advisory work, he is an independent insurance agent. 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 mutual funds. The firm employs a diversified investment approach tailored to client needs, combining discretionary management with model-driven strategies.

Julian Zavala is a financial professional with 14 years of industry experience, currently affiliated with AdvisorNet Wealth Partners. He holds a Series 66 designation and has worked at firms including Cetera and FSA Advisors, LLC. Zavala is also involved as a co-owner of FSA Advisors, where he provides financial planning and consulting services. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement consulting services to individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolio construction using multiple asset classes and manages accounts through discretionary and non-discretionary arrangements.

Hal Armstrong V is a CFP® professional with Valeo Financial Advisors, LLC in Carmel, IN. He joined Valeo Financial Advisors in 2023 and has held positions at Indiana University and Carmel High School prior to his current role. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients by providing comprehensive financial planning and portfolio management. The firm uses a strategic asset allocation investment approach with tactical adjustments, employs independent managers when appropriate, and maintains ongoing portfolio monitoring.

Mason Heyde is a Series 65-licensed financial advisor with 14 years of experience, currently serving clients at Archer Investment Corporation since 2012. He is based in Carmel, Indiana. Archer Investment Corporation provides investment management primarily to individual clients of various net-worth levels through separately managed accounts and proprietary mutual funds. The firm also collaborates with accountants and CPAs within a multi-branch independent contractor model and manages over $1 billion in discretionary assets.

Erich Stout is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2018. Prior to joining Valeo, he worked for five years at Column Capital Advisors. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients, managing approximately $13 billion in assets through comprehensive financial planning and portfolio management. The firm emphasizes strategic asset allocation with tactical adjustments and incorporates independent managers as appropriate, while also offering a simplified model portfolio option called Valeo Essentials.

Christopher Lavelle is a financial advisor with Thurston Springer Advisors in Indianapolis, IN. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to his current role, he worked at Charles Schwab & Co., Inc. for ten years. Thurston Springer Advisors serves individuals, corporations, employer-sponsored retirement plans, foundations, endowments, estates, and trusts. The firm offers financial planning, estate-planning facilitation, portfolio management, and fiduciary services, using a range of discretionary and non-discretionary investment strategies tailored to client goals.

Melia Krumm is a financial advisor at Oxford Financial Group, Ltd with 21 years of industry experience and holds a Series 66 designation. Her prior work includes roles at Baker Hill, ACA Compliance, Sanctuary Wealth, and Merrill. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals and families, institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments through a diversified asset allocation approach across public and alternative asset classes.