Laura Wilson is a CFP® professional with seven years at Valeo Financial Advisors, LLC and four years of industry experience. Prior to joining Valeo in 2019, she was a student for nine years. 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 access to independent managers and alternative strategies. The firm also offers scaled services and pro-bono planning to local nonprofits.

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.

Luke Keller is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. Prior to his current role, he worked at Tractor Supply Company and Pro X Athlete Development. Outside of his advisory work, he is a co-founder of XRDG LLC, a clothing and apparel company involved in product design, manufacturing coordination, marketing, and sales. Valeo Financial Advisors is a registered investment adviser managing approximately $13 billion in client assets. The firm serves individuals, families, trusts, estates, charitable organizations, and corporate clients, focusing on strategic asset allocation and partnering with independent managers while providing both comprehensive and simplified portfolio management options.

Cassidy Hardy is a CFP® professional with experience at Valeo Financial Advisors, LLC and Goelzer Investment Management. Prior to entering the financial advisory field, Cassidy held roles at Indiana University and Hamilton Southeastern High School. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients with comprehensive financial planning and portfolio management. The firm emphasizes strategic asset allocation, uses independent managers when appropriate, and provides a simplified service option called Valeo Essentials.

Nicholas Detmer is a CFA® charterholder currently with Oxford Financial Group, Ltd., where he has worked since 2026. He has three years of prior experience at Aksia LLC and spent nine years with the Indiana Public Retirement System. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, and institutional clients by providing family office and CIO services, fiduciary trust administration, and access to private market investments. The firm’s investment approach emphasizes diversified asset allocation across public and alternative assets, supported by dedicated investment teams and customized solutions.

Jonathan Pinyot is a financial advisor at Impact Partnership Wealth, LLC with a Series 65 license and one year of industry experience. His prior roles include positions at High Point Retirement, Troyer Retirement, Pruco Securities LLC, and Advantage One Brokers. Before entering the financial industry, he operated JP’s Lawn Care and worked at LAZ Parking and Crew Carwash. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a multi-team platform. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, utilizing a broad ecosystem of affiliated entities and third-party strategists.

Alex Davis is a financial advisor at Larson Financial Group, LLC with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Commonwealth Financial Network and Midwest Wealth Management. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a particular emphasis on serving doctors and related businesses. The firm utilizes a combination of model portfolios and custom discretionary programs that include strategic and tactical approaches, supported by AI-assisted tools alongside human review.

Katie Smith is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2014. She is based in Carmel, IN. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients, utilizing a strategic asset-allocation framework with tactical adjustments and access to independent managers and alternative strategies. The firm manages over $10 billion in client assets and offers specialized services including pro-bono planning for nonprofits and investor-relations support through its subsidiary, TwoPointO.

Raymond Surenkamp is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC. His prior roles include positions at Sage Advisors, LLC and Goldman Sachs Personal Financial Management. He is also a licensed insurance agent for life, health, and annuity products. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base that includes individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, utilizing a combination of centrally managed models and locally managed portfolios across a broad range of investment vehicles.

Elizabeth Chand is a financial advisor at Sapient Capital LLC in Indianapolis, IN, with six years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and New York Life. 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 combines fundamental and technical analysis to build diversified portfolios across various asset classes.

Tania De Vries is a financial advisor at Oxford Financial Group, Ltd with one year of industry experience. She holds a Series 65 designation and has prior experience at Innovia Wealth, PNC Bank, and Huntington National Bank. Outside of her advisory role, she serves on advisory committees for nonprofit organizations including The Legal Assistance Center of West Michigan and Guiding Light Ministries, and she is a licensed attorney involved in estate planning. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, and institutional clients, providing family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative assets and manages a large asset base with both discretionary and non-discretionary arrangements.

Matthew Tully is a financial advisor at Larson Financial Group, LLC with 33 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Larson Financial Group in 2022, he worked at Midwest Wealth Management Inc., Catalyst Capital Advisors LLC, Catalyst Mutuals Fund Distributors LLC, and Maximum Impact Partners. Outside of his advisory work, he serves as an elder on the board of Leavener Ministry, a nonprofit organization focused on church activities and community disaster relief. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting services to individuals, trusts, corporations, nonprofits, and pension plans, with a particular focus on serving doctors and related businesses. The firm employs both strategic and tactical investment approaches, including model portfolios, custom discretionary programs, and third-party money manager recommendations, supported by AI-assisted research and documentation tools.

Joshua Ernest is a financial advisor with Savvy in Carmel, IN, holding a Series 65 credential. He has one year of industry experience, joining Savvy in 2026 after previous roles in financial solutions and other industries. Savvy serves individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations with customized investment and financial planning services. The firm employs a primarily index-based, long-term approach supplemented by active equity and tax-aware strategies, integrating third-party sub-advisers and technology platforms.

Robert Tuckfield is a CFP® professional with three years of experience in the financial services industry. He has been with Valeo Financial Advisors, LLC since 2021 and is also the COO and owner of Tuckfield Brothers, LLC DBA Kmbara, a data science consulting firm unrelated to financial services. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients with comprehensive financial planning and portfolio management. The firm employs a strategic asset allocation approach with tactical adjustments and utilizes independent managers and third-party research sources in its investment process.

Nicholas Parr is a Series 66-registered financial advisor with Founders Financial Securities LLC, based in Fishers, IN, and has two years of industry experience. Prior to joining Founders Financial Securities in 2023, he worked at Tesla, Inc. for six years and Autocar, LLC for one year. He is also involved with Magis Wealth Leadership, engaging in financial planning, investment management, and fixed insurance and annuities. Founders Financial Securities provides advisory services to individuals, retirement plans, trusts, and corporate clients, managing approximately $4.1 billion in client assets. The firm offers diverse platforms and services, including managed portfolios, fee-based variable annuities, and specialty consulting such as 1031 exchanges, with investment adviser representatives delivering customized portfolio management and fiduciary support.

Ronald Leblanc is a financial advisor with Sapient Capital LLC in Indianapolis, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Stifel Nicolaus & Co., Inc., LPL Financial, WWK Advisors, and American Funds Distributors, Inc. Outside of advising, he is a partner at Wine Cellars Limited, a business focused on designing and selling wine racking systems. 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 combining fundamental and technical analysis to build diversified portfolios and acts as a fiduciary for retirement accounts.

Mark Matkovic is a CFP® professional with over 33 years of experience in financial planning and investment advisory services. He is currently with Avantax Planning Partners, Inc. and has held roles within various Avantax entities and Cetera since 1992. Outside of advising, he owns Matkovic Financial Group, a tax preparation and accounting practice in Indianapolis. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses style allocation models overseen by an investment advisory committee and delivers services primarily through a network of CPA firms and registered Advisor Representatives.

Heath Lange is a CFP® professional with five years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2019. Based in Carmel, IN, his background includes nine years as a student prior to entering the financial advisory field. 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 ranging from model portfolios to pro-bono planning for nonprofits.

Andrew Tellitocci is a CFP® with eight years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2019. His prior experience includes roles at First Financial Wealth Management, Raymond James Financial Services, Mainsource Bank, Follett's Black & Gold Mine, and Purdue University. 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, employs independent managers when appropriate, and utilizes research from providers like Fidelity and Morningstar.