Matthew Roop is a CFP® with 14 years of industry experience and has been with Deerfield Financial Advisors, Inc. since 2015. He holds Series 63 and Series 65 licenses and is based in Carmel, IN. Deerfield provides wealth management, investment management, financial planning, and retirement-plan services to individuals, plan sponsors, trusts, and other private clients. The firm manages approximately $958.7 million in assets and employs a diversified, asset-class-focused investment approach with a modified passive management style.

Ty Williams is a Series 65 licensed advisor with Curry Webb Wealth Management LLC in Indianapolis, IN, and has three years of industry experience. He has been with Webb Capital Management, LLC since 2022. Curry Webb Wealth Management provides customized financial planning and discretionary investment management primarily to individual investors and trusts. The firm emphasizes diversified asset allocation using mutual funds and ETFs, supported by regular Investment Committee reviews and integrated financial planning services.

Charles Skinner is a CFP® with 22 years of experience in the financial industry. He has worked at An Exceptional Life Financial, LLC since 2021 and has been affiliated with Watermark Wealth Management, LLC since 2013. He holds a Series 63 license and is based in Indianapolis, IN. An Exceptional Life Financial, LLC is an SEC-registered fiduciary advisory team managing approximately $218 million in client assets. The firm serves individuals, families, small businesses, and educational institutions, offering comprehensive financial planning, investment management, tax preparation support, and employee benefit plan consulting. Their investment approach combines passive and active strategies tailored to clients’ goals, time horizons, and risk tolerances.

Ross Gaddy is a financial advisor at Strive Financial Group, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wellington Wealth Strategies, MML Investor Services, and Mass Mutual Life Insurance Company. Gaddy is also licensed as an insurance agent, engaging in fixed insurance sales. Strive Financial Group, LLC is a registered investment adviser founded in 2024 that offers discretionary asset management, financial planning, and ERISA retirement-plan services to individual and high-net-worth clients. The firm employs both quantitative and qualitative analysis to manage portfolios across a variety of strategies, including long-term allocations, trading, options, and alternative investments.

James Biggs is a financial advisor at Storen Financial with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at LPL Financial, Brass Tax Wealth Management, and INVEST Financial Corporation. Biggs is involved with Storen Legacy Partners, LLC and also prepares tax returns through Storen Financial. Storen Legacy Partners, LLC is a multi-advisor registered investment adviser managing approximately $438 million for a diverse client base including individuals, trusts, estates, retirement plans, and corporate entities. The firm employs a combination of fundamental and technical analysis alongside modern portfolio theory, utilizing a range of investment strategies and active portfolio management supported by third-party managers and specialized trading platforms.

David Cropper is a financial advisor at Intrepid Financial Planning Group, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Intrepid since 2002. Cropper is also a partner at Brinkerhoff, Cropper & Associates, P.C., a CPA firm. Intrepid Financial Planning Group provides discretionary investment management to individuals, families, business entities, trusts, pension and profit-sharing plans, and charitable trusts. The firm employs a Modern Portfolio Theory-based investment approach, offering customized portfolios and advisory services that emphasize strategic asset allocation, diversification, and tax-conscious construction.

Eric Harley is a financial advisor at Sowell Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and CONCERT Wealth Management. Outside of his advisory role, Harley serves on the board of the Morse Waterways Association, a nonprofit focused on improving water quality in Morse Lake, and he leads a small business mentoring and educating his three children in entrepreneurial activities. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm operates a multi-branch independent-contractor model with over 100 advisors and offers investment management, financial planning, retirement-plan advisory, and related consulting services.

Geoffrey Thomas is a financial advisor with Invst, LLC in Indianapolis, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior work includes roles at Woodbury Financial Services, Skyway Capital Markets, and SC Distributors. Outside of advising, he hosts the podcast *Financial Views with Local Brews* and serves as Board Treasurer for the Indiana Diaper Bank. 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 combines fundamental, technical, and cyclical analysis to construct diversified portfolios.

Sara Murans is a financial advisor with Thurston Springer Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and eight years of industry experience. She has been with Thurston Springer Financial since 2017 and previously managed household financial matters for over a decade. Outside of advisory work, she is a 50% partner in RCR Development 238, LLC, which owns raw land. Thurston Springer Advisors serves a diverse client base, including individuals, corporations, and institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts primarily on a discretionary basis.

Kevin Cassidy is a financial advisor at Larson Financial Group, LLC in Indianapolis, IN, with 16 years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at Charles Schwab for nine years prior to joining Larson Financial Group in 2025. 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 both strategic and tactical approaches, supported by AI-assisted research tools alongside human review.

Johnson Dolson is a CFA® charterholder affiliated with Sapient Capital LLC in Indianapolis, IN. He has one year of experience as a financial advisor and previously worked at Andersen Tax LLC and Stifel. Johnson also spent four years at Indiana University Bloomington. 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 primarily long-term investment approach combining fundamental and technical analysis to construct diversified portfolios across various asset classes.

Charles Davis II is a CFP® and Series 65-registered financial advisor with 18 years of industry experience. He has been with Oxford Financial Group, LTD since 2007. Outside of his advisory role, he serves on the Board of Directors and is Vice Chair Emeritus of AAA Hoosier Motor Club and related entities. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, CIO-led investment planning, and fiduciary support. The firm emphasizes asset allocation and diversification across public and private markets, offering both discretionary and non-discretionary management along with access to private investment platforms.

Clay Patton is a financial advisor with Archer Investment Corporation, holding a Series 65 credential and no prior industry experience. He has been involved with the Indiana Baseball Academy and Patton Archer Corp since 2024. Archer Investment Corporation provides investment management services primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm works with accountants and CPAs as independent contractors and manages approximately $1.01 billion in discretionary assets.

Thomas Cudahy is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Invst, LLC since 2019. Prior to joining Invst, he worked at NYLife Securities LLC and New York Life Insurance Co from 2013 to 2019. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, 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.

John Hardman is a CFP® certificant with three years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. His prior roles include positions at Fidelity Investments and Northwestern Mutual. Outside of finance, he operates MillaK Photography, LLC, a photography business. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients, employing a strategic asset-allocation framework with tactical adjustments and offering specialized services such as pro-bono planning and due diligence through its subsidiary, TwoPointO.

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.

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.

Jason Randlett is a CFP® certificant with 19 years of industry experience, currently serving as an advisor at Advisory Services Network since 2017. He previously worked at Schwab Private Client Investment Advisory, Inc. and Charles Schwab from 2009 to 2017. Outside of his advisory role, he is the owner and president of Randlett Financial, a business providing turnkey office and marketing solutions for financial advisors. Advisory Services Network is an enterprise firm with a network of approximately 208 independent Investment Adviser Representatives serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing around $8.6 billion in client assets with a variety of investment and advisory strategies.

Gregory Thompson is a financial advisor at Goelzer Investment Management with 30 years of industry experience. His prior roles include positions at RBC Capital Markets and Spectrum Wealth Counsel. He holds Series 63 and Series 66 licenses. Goelzer Investment Management serves private and institutional clients, providing investment advisory, asset management, consulting, and financial planning services. The firm operates through specialized teams that use proprietary research and customized portfolio construction to pursue long-term total-return objectives aligned with client risk tolerances.

Jacqueline Armstrong is a financial advisor at Oxford Financial Group, LTD with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley for five years before joining Oxford Financial Group in 2021. Outside of her advisory role, she is the business manager for The Sax Guy, a professional music enterprise. Oxford Financial Group serves ultra high-net-worth individuals, families, and institutional clients with family office and CIO services, comprehensive financial and estate planning, and access to private market investments. The firm’s investment approach emphasizes diversified asset allocation across public and alternative asset classes, combining discretionary and non-discretionary solutions supported by dedicated investment teams.