Jacob Woodward is a CFP® professional with eight years at Valeo Financial Advisors and five years of industry experience. He has been with Valeo since 2018, following eight years as a student. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion, serving both retail and institutional clients with comprehensive financial planning and individualized portfolio management. The firm employs a strategic asset allocation approach with tactical adjustments, utilizes third-party research, and offers services including private fund advisory and pro-bono planning for nonprofits.

Dane Trainor is a financial advisor at Thurston Springer Advisors with a Series 66 designation and no prior industry experience. Before joining Thurston Springer Financial in 2024, he worked at Clifton Larson Allen and Best Buy, and has a background in education with Hamilton Southeastern Schools and Indiana University. 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, and fiduciary services, employing various investment strategies that range from buy-and-hold to more active models such as Tactical Momentum and Earnings Momentum.

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.

Benjamin Cloud is a financial advisor at Goelzer Investment Management with three years of industry experience. He holds a Series 65 designation and has previously worked at Axia Advisory and INVST. Goelzer Investment Management serves private and institutional clients, including high-net-worth families, foundations, and governmental entities, providing investment advisory, asset management, consulting, and financial planning services. The firm operates through three specialized teams offering proprietary research and customized portfolio construction to support long-term return objectives aligned with client risk profiles.

Hal Armstrong V is a CFP® professional with Valeo Financial Advisors, LLC, based in Carmel, IN. He joined Valeo in 2024 and has prior experience in academic settings at Indiana University and Carmel High School. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving over 3,000 clients. The firm offers comprehensive financial planning and tailored portfolio management for retail, high-net-worth, and institutional clients, employing strategic asset allocation and third-party research while providing specialized services such as advising private investment funds and managing pooled vehicles.

Aymen Kaboub is a financial advisor at Apollon Wealth Management, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Goldman Sachs Personal Financial Management and several other firms. Kaboub serves on the boards of the Newfields and the Carmel Symphony Orchestra, both non-investment related organizations. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in client assets through a network of 145 advisors. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and other institutional clients, using a combined approach of centrally managed strategy mandates and locally managed portfolios supported by a specialized investment committee and sub-committees.

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.

Mark Miracle is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including long-term roles at LaSalle St. Investment Advisors since 2015 and LaSalle St. Securities since 2002. Outside of advisory work, he is involved in insurance sales through Miracle Insurance Source Inc. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs and utilizes a broad asset mix that emphasizes non-discretionary management, serving a diverse client base with tailored investment solutions.

Erich Stout is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Valeo Financial Advisors, LLC since 2018. Prior to joining Valeo, he worked for five years at Column Capital Advisors. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving over 3,000 clients. The firm offers comprehensive financial planning and portfolio management to retail and institutional clients, employing a strategic asset allocation approach supplemented by third-party research and model portfolios.

Christopher Lavelle is a financial advisor with Thurston Springer Advisors based in Indianapolis, IN. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Thurston Springer Advisors, he spent ten years at Charles Schwab & Co., Inc. 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 a mix of fundamental, technical, and cyclical investment analysis to support both buy-and-hold and active strategies.

Claire Amick is a CFP® professional with seven years of experience in the financial industry. She is currently with Facet, where she has worked since 2026, following eight years at The Vanguard Group, Inc. located in Noblesville, IN. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through remote communication and a proprietary platform. The firm employs model-based asset allocations focused on ETFs and uses technology-driven processes, including machine learning for tax optimization and portfolio management, offering a flat subscription fee structure rather than percentage-based asset fees.

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.

Nicholas Weyhmueller is a CFP® professional at Valeo Financial Advisors, LLC with two years of industry experience. Prior to joining Valeo, he had multiple one-year roles at Baldwin Financial Advisors, LLC and has worked in recreational and fitness settings including Sachs Recreation Center and Focus Martial Arts & Fitness. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion for retail, high-net-worth, and institutional clients. The firm emphasizes strategic asset allocation with tactical adjustments, uses third-party research and independent managers, and offers services including portfolio management for private funds and pooled vehicles.

Laura Wilson is a CFP® professional with five years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2019. She is based in Carmel, IN. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion and serving over 3,000 clients with comprehensive financial planning and individualized portfolio management for retail and institutional clients. The firm employs a strategic asset allocation approach, uses third-party research and independent managers, and offers unique services such as advising private investment funds and managing pooled vehicles.

Kristina Baron is a financial advisor at Oxford Financial Group, Ltd with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Oxford since 2016. Outside of her advisory role, she serves as Vice President of the Valiant Foundation, a charitable giving organization. Oxford Financial Group 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 multi-team, diversified asset allocation approach.

Rand Holyoak is a financial advisor at Archer Investment Corporation with 14 years of industry experience. He holds a Series 65 designation and has been with Archer Investment Corporation since 2012. Holyoak is also involved with Holyoak & Company, LLC, where he has worked since 2009. Outside of his advisory roles, he is an owner and officer of Sevenoaks, LLC, a real estate investment company, where he manages accounting and rental operations. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and The Archer Funds. The firm operates within a multi-branch model serving advisors and offers diversified portfolios across equities, fixed income, mutual funds, ETFs, and options.

Stephen Marcou is a Series 66-registered advisor at Savvy with 20 years of experience in the financial services industry. He previously worked at TIAA-CREF for 10 years, and held positions at J.P. Morgan Securities, Chase Investment Services Corp., The Huntington Investment Company, New England Securities, and Equitable Advisors. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm uses a primarily index-based, long-term approach combined with active equity portfolios and specialized strategies, leveraging third-party sub-advisers and technology platforms to tailor investment plans to clients’ objectives, risk tolerance, and time horizons.

Luke Keller is a CFP® professional at Valeo Financial Advisors, LLC with one year of industry experience. Before joining Valeo, he worked at Tractor Supply Company and Pro X Athlete Development. Outside of financial advising, he co-founded XRDG LLC, a clothing and apparel company, where he assists with design, manufacturing coordination, marketing, and sales. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion 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.

Cassidy Hardy is a CFP® professional at Valeo Financial Advisors, LLC with two years of industry experience. Before joining Valeo, Hardy held roles at Indiana University and Goelzer Investment Management. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion, serving retail, high-net-worth, and institutional clients. The firm emphasizes strategic asset allocation with tactical adjustments, uses third-party research and independent managers, and provides specialized services including advising private investment funds and managing pooled vehicles.