Nicholas Blackwell is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and eight years of industry experience. He has been with International Assets Investment Management and its affiliated advisory firm since 2019, and previously worked at David A. Noyes & Company and Noyes Advisors LLC. Outside of advisory work, he serves as a deacon of finance at Castleton Community Church and is co-owner of a private label marketing and advertising entity. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a network of independent advisor representatives. The firm employs a customized, long-term approach to portfolio construction using mutual funds, ETFs, individual equities, and fixed income, and offers both discretionary and non-discretionary management along with financial planning and third-party manager referrals.

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 21 years of industry experience. He has been with Lasalle St. Investment Advisors since 2013 and with the affiliated Lasalle St. Securities since 2005. His outside activities include serving as a successor trustee for his relatives' trust and acting as executor of the James Sykes 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 approaches with a notable predominance of non-discretionary assets under management.

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.

Brian Sullivan is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Wells Fargo Advisors for nine years before joining Thurston Springer Financial. Thurston Springer Advisors serves a diverse client base including individuals, corporations, retirement plans, foundations, and trusts. The firm provides tailored financial planning, estate-planning facilitation, portfolio management, and fiduciary services, utilizing a range of discretionary and non-discretionary investment programs with strategies such as buy-and-hold, asset allocation, and tactical momentum approaches.

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 Archer Investment Corporation in Carmel, IN, where he has worked since 2012. He has 13 years of industry experience. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and The Archer Funds. The firm manages approximately $900 million on a primarily discretionary basis, offering customized portfolio management and model-based strategies across a range of asset classes.

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.

Nicholas Weyhmueller is a CFP® professional with experience at Valeo Financial Advisors, LLC and Baldwin Financial Advisors, LLC, beginning his advisory career in 2023. Prior to entering financial advising, he worked in recreational and fitness roles, including at True Lacrosse and Sachs Recreation Center. He has also been a full-time student for an extended period. Valeo Financial Advisors is a registered investment adviser managing approximately $13 billion in assets for individuals, families, trusts, estates, charitable organizations, and businesses. The firm emphasizes strategic asset allocation with tactical adjustments, uses independent managers when appropriate, and provides both comprehensive planning and lower-touch portfolio options.

Phillip Foust is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked at multiple firms, including New York Life Insurance Co., The Prudential Insurance Co. of America, and LPL Enterprise. Outside of his advisory role, he leads funeral services at Jessen Funeral Home. Sound Income Strategies serves a diverse client base, including individuals, corporations, pension plans, and other advisors, offering asset management, financial planning, and ERISA plan services. The firm’s investment approach focuses on fixed-income and income-oriented strategies, actively managing portfolios through fundamental and technical analysis while offering specialized services such as family-office and special-needs planning.