Dale Self is a financial advisor at Maia Wealth with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities and Charles Schwab, among other firms. Outside of financial advising, he is the managing member of F1rst Wellness LLC, which plans to operate in the health and wellness sector. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, utilizing a blend of fundamental, technical, and cyclical analysis with a long-term strategy that allows for tactical adjustments. The firm integrates technology and third-party platforms to implement portfolios and offers specialized estate and tax coordination services.

Jeffrey Triwedi is a financial advisor with Thurston Springer Advisors in Indianapolis, holding a Series 66 designation and 23 years of industry experience. He has been with Thurston, Springer, Miller, Herd & Titak, Inc. for 22 years and has operated Triwedi Enterprises for over three decades. Outside of his financial career, he performs as a musician playing guitar and saxophone about once a month. 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 with a variety of investment strategies, combining fundamental, technical, and cyclical analysis to support both buy-and-hold and more active management approaches.

Andrew Riis is a financial advisor at Redhawk Wealth Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Able Financial Group for six years. Outside of advising, he is a 50% owner of Reachout Marketing, LLC, a marketing agency. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, families, estates, trusts, retirement plans, and charitable organizations. The firm emphasizes strategic and tactical asset allocation across multiple asset classes and offers services such as multi-generational wealth planning and separately managed accounts.

Benton Givens is a Series 66–licensed advisor with Thurston Springer Advisors and has one year of industry experience. Prior to joining Thurston Springer Financial, he worked at Vine & Table and Hotel Tango Distillery. 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. The firm employs a range of investment strategies, including both buy-and-hold and active models such as Tactical Momentum and Earnings Momentum.

Aaron Loomis is a financial advisor at United Capital Financial Advisors in Indianapolis, IN. He holds a Series 65 designation and has experience working for the U.S. Department of Labor in the Wage HR Division from 2009 to 2025. He joined United Capital Financial Advisors in 2025. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization, ongoing monitoring, and client-facing technology.

Andrew Blakley is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Horter Investment Management, LLC, and Citigroup Global Markets. Outside of advising, he owns four H&R Block offices and serves as president of a payroll and bookkeeping services company. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm employs tactical, strategic, and dynamic investment approaches, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services through a multi-team model.

Jon Jon Knepp is a financial advisor with Gibbs Wealth Management, LLC, holding a Series 65 credential and six years of industry experience. He also owns and operates Knepp Enterprise Inc. DBA Knepp Financial Group, a financial services and insurance business he founded in 2005. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance.

Kendall Miedema is a CFP®-certified financial advisor with five years of industry experience, currently with Maia Wealth in Indianapolis, IN. His prior roles include positions at J.P. Morgan Securities and Charles Schwab & Co. Outside of advising, he holds an insurance agent license covering various carriers. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, using a combination of mutual funds, ETFs, individual securities, and independent managers. The firm employs a long-term investment strategy complemented by tactical adjustments and integrates technology with traditional oversight in its portfolio implementation.

Michael Hall is a CFA® charterholder with 18 years of industry experience. He has worked at Sapient Capital LLC since 2023 and previously spent 17 years at Stifel. He serves on the investment and finance committees of Aspire Indiana, Inc. Sapient Capital LLC provides wealth management, financial planning, family office services, and sub-advisory support to individuals, families, trusts, and pooled investment vehicles. The firm uses a long-term investment approach combining fundamental and technical analysis and acts as a fiduciary for retirement accounts.

Patrick O’Marro is a financial advisor at Sapient Capital LLC with 15 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Sapient Capital in 2023, he worked for 13 years at Stifel Nicolaus & Co., Inc. 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 that 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.

Todd Spille is a financial advisor with Thurston Springer Advisors in Indianapolis, IN, holding a Series 63 designation and 38 years of industry experience. He has worked at Thurston Springer Miller Herd & Titak, Inc. since 2016 and previously held roles at StoneX Advisors Inc., Wrp Investments, Inc., and FFP Advisory Services Inc. Outside of advisory services, he is also involved as an insurance agent for term life and Medicare supplement products. 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, employing both buy-and-hold and active investment strategies tailored to client goals.

Eduardo Aguirre is a CFA® charterholder with 22 years of industry experience. He has worked at Sapient Capital LLC since 2023 and previously spent 11 years at Stifel. Aguirre serves on the investment committee of the Eiteljorg Museum, providing oversight of the foundation’s investments. Sapient Capital offers wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, and pooled investment vehicles. The firm employs a primarily long-term investment approach that integrates fundamental and technical analysis to construct diversified portfolios across various asset classes.

Andrew Douglas is a CFA® charterholder with 11 years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC in Indianapolis, where he has worked since 2022, following seven years at BKD Wealth Advisors, LLC. Outside of his advisory role, he serves as treasurer and investment committee member for the Indiana National Guard Relief Fund. Forvis Mazars Wealth Advisors provides financial planning, investment management, and consulting services to individuals, families, institutions, and nonprofit organizations. The firm’s investment approach involves customized asset allocation guided by client-specific Investment Policy Statements that integrate both active and passive strategies with an emphasis on diversification and cost control.

Connor Kucera is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Sapient Capital LLC since 2023. Prior to this, he spent seven years at Stifel Nicolaus & Company. Outside of his advisory role, Kucera is involved with Special Olympics Indiana as a member of the Young Professionals Board and serves on the finance committee of Second Helpings, a community kitchen in Indianapolis. 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 employs a long-term investment approach combining fundamental and technical analysis to build diversified portfolios and acts as a fiduciary on retirement accounts under ERISA/IRC standards.

Robert Willsey is a financial advisor at Archer Investment Corporation with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for nine years at Bison Creek Advisors, LLC. Outside of advisory work, he is involved in life and property and casualty insurance and also works as a seasonal tax preparer. Archer Investment Corporation serves individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary funds. The firm employs a disciplined investment process that includes comprehensive financial assessments and diversified portfolio construction, offering both discretionary and model-driven management approaches.

Andrew Birge is a financial advisor at Apollon Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Sage Advisors LLC, Goldman Sachs Personal Financial Management, and United Capital Financial Advisers, LLC. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser serving individuals, high-net-worth families, family offices, trusts, estates, businesses, and institutional clients. The firm combines centrally managed strategies with locally managed portfolios, using fundamental analysis, tactical allocations, ESG risk models, and technology tools including generative AI.

Thomas Knipp is a financial advisor with Sapient Capital LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at STIFEL and Charles Schwab, as well as experience outside finance with Indiana Primetime Sports. 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 process that blends fundamental and technical analysis to build diversified portfolios and acts as an adviser and sponsor to private funds and registered ETFs.

Timothy Jansen is a financial advisor with Sapient Capital LLC in Indianapolis, IN, holding a Series 66 designation and eight years of industry experience. He worked at STIFEL for ten years prior to joining Sapient Capital in 2023. 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 process combining fundamental and technical analysis to build diversified portfolios and acts as a fiduciary when advising retirement accounts under ERISA/IRC standards.

Margaret Loudenburg is a financial advisor at First Heartland Consultants, Inc. with 10 years of industry experience. She holds the Series 66 designation and has worked at First Heartland Capital Inc since 2015 and Hanson & Snyder since 2012. First Heartland Consultants serves a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions through a network of independent adviser representatives.

Brandon Falbe is a CFP® professional with 21 years of industry experience, currently serving at Forvis Mazars Wealth Advisors, LLC. His career includes roles at BKD Wealth Advisors, J.P. Morgan Securities, Chase Investment Services Corp., and Morgan Stanley DW Inc. Forvis Mazars Wealth Advisors provides financial planning, investment management, and retirement plan consulting to a broad client base including individuals, families, institutions, and nonprofit organizations. The firm employs a customized investment approach that blends active and passive strategies tailored to each client’s objectives and risk tolerance, supported by integration with tax and accounting services through its parent company.