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 worked with International Assets Advisory, LLC and International Assets Investment Management since 2019, and previously was with David A. Noyes & Company and Noyes Advisors LLC. Outside of advisory work, Blackwell serves as the deacon of finance at Castleton Community Church. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and business entities through a national network of independent representatives. The firm offers customized, long-term portfolio management, financial planning, and access to third-party manager programs using a variety of investment strategies.

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 at LaSalle St. Investment Advisors, L.L.C. in Indianapolis, IN, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with LaSalle St. Investment Advisors since 2013 and LaSalle St. Securities since 2005. Outside of his advisory role, he serves as a successor trustee for family trusts and as executor of an estate. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management. The firm employs both passive and active investment strategies across a variety of asset classes and manages accounts primarily on a non-discretionary basis.

John Simmons is a financial advisor with Capital Analysts in Carmel, IN, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked with Lincoln Investment and Shepherd Financial since 2017 and was previously with SagePoint Financial, Inc. from 2008 to 2017. Simmons is also involved in insurance sales and retirement plan consulting through Shepherd Financial, where he serves as a partner and senior wealth advisor. Capital Analysts serves a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, and institutional clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management and research team, with services ranging from custom portfolios to access to third-party managers.

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.

Brian Sullivan is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, holding Series 63 and Series 66 licenses with 18 years of industry experience. He previously worked at Wells Fargo Advisors for nine years before joining Thurston Springer Financial in 2024. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a variety of investment strategies such as Tactical Momentum and Earnings Momentum, utilizing equities, fixed income, commodities, and regional indices, and manages accounts primarily on a discretionary basis.

Gabriele Allen is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, with 32 years of industry experience. She has been with Thurston, Springer, Miller, Herd & Titak, Inc. since 1989. Outside of her advisory role, she is a sales executive for Green Organics International, a non-investment-related business. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and institutional entities, 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 through discretionary and non-discretionary retirement-plan services.

Gavin Stephens is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with Goelzer Investment Management since 2014. Stephens serves as a non-board member of the Marketing Committee for Fairbanks Hospital. Goelzer Investment Management provides investment advisory services, asset management, consulting, and financial planning for a diverse client base including individuals, high-net-worth families, institutions, and governmental entities. The firm operates through specialized teams that utilize proprietary research and customized portfolio construction to meet client objectives.

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 a Series 66 designation and has experience working at Thurston Springer Financial and Clifton Larson Allen. Prior to his advisory roles, he has a background in education spanning several years. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and charitable institutions. The firm offers financial planning, portfolio management, and retirement-plan consulting, utilizing investment strategies such as Tactical Momentum and Earnings Momentum across various asset classes.

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 at AdvisorNet Wealth Partners with 13 years of industry experience. He holds the Series 66 designation and has held roles with multiple firms including Cetera and APEX Wealth Services LLC. He is also co-owner of FSA Advisors, LLC, where he focuses on financial planning and consulting. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to a broad client base, including individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and may allocate to sub-advisors or internal model portfolios to meet client objectives.

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 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.

Aymen Kaboub is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. His prior roles include positions at Goldman Sachs Personal Financial Management and BMO Harris Financial Advisors. He serves on the boards of Newfields and the Carmel Symphony Orchestra. Apollon Wealth Management is an SEC-registered advisory firm serving a diverse client base including individuals, families, businesses, and charitable organizations. The firm combines centrally managed and locally managed investment strategies, incorporates ESG risk-based models, and offers tax management tools, while managing approximately $11.6 billion in client assets.

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.

Mark Miracle is a financial advisor at LaSalle St. Investment Advisors, L.L.C., holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience, including roles at LaSalle St. Securities, L.L.C. since 2002 and operating Miracle Insurance Source Inc., an insurance sales business, since 1997. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a range of clients including individuals, trusts, pension plans, and small businesses. The firm offers both non-discretionary and discretionary investment management programs, emphasizing a predominance of non-discretionary asset management.

Erich Stout is a CFP® professional with 12 years of experience in the financial industry. He has worked at Valeo Financial Advisors, LLC since 2018 and previously spent five years at Column Capital Advisors. Valeo Financial Advisors provides comprehensive financial planning and investment management services to individuals, families—including high-net-worth clients—and institutional clients such as trusts, estates, and charitable organizations. The firm employs a strategic asset-allocation framework with tactical adjustments and uses third-party research and independent managers, while also offering scaled services and pro-bono planning for nonprofits.