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Zachary H
Series 65
Indianapolis, IN
Sapient Capital LLC
Zachary Heeke is a financial advisor at Sapient Capital LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Stifel, Nicolaus & Company, Incorporated. He also has a background in education from Central Michigan University. 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 long-term investment approach combining fundamental and technical analysis to construct diversified portfolios and serves as an adviser and sponsor to private funds as well as a sub-advisor to registered ETFs.
Isabelle B
CFP®
Indianapolis, IN
Sapient Capital LLC
Isabelle Beg is a CFP® professional affiliated with Sapient Capital LLC in Indianapolis, IN, with four years of industry experience prior to joining Sapient Capital in 2026. She previously worked at Fi3 Financial Advisors from 2022 to 2026 and graduated from DePauw University in 2022. 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 long-term investment approach combining fundamental and technical analysis to build diversified portfolios and acts as a fiduciary under ERISA/IRC standards.
Mark H
Series 66
Indianapolis, IN
LaSalle St. Investment Advisors, L.L.C.
Mark Hemmerly is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds a Series 66 designation and has 12 years of industry experience, all with LaSalle St. Securities. Outside of advising, he serves as a branch office administrator and is involved in fixed insurance activities. 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, emphasizing a predominantly non-discretionary asset mix uncommon among large advisory firms.
Paul M
Series 63, Series 66
Indianapolis, IN
Thurston Springer Advisors
Paul Murans is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, with 27 years of industry experience. He holds Series 63 and 66 licenses and has worked at firms including Merrill and UBS Financial Services before joining Thurston Springer Financial in 2017. Outside of his advisory role, he is a passive investor in horse racing ventures. 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 a range of investment strategies that include buy-and-hold and active momentum models.
Larry D
ChFC®, Series 63
Indianapolis, IN
Advisor Share Wealth Management, LLC
Larry Dykes is a financial advisor at Advisor Share Wealth Management, LLC with 21 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior roles include four years at Sequent Planning, LLC and ongoing involvement with HR Cloud LLC DBA Skyview Partners since 2013, alongside a long tenure at General American Life Insurance Company beginning in 1988. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, implementing client strategies using third-party sub-advisers and model portfolios on a discretionary or non-discretionary basis.
Philip L
CFP®, Series 63, Series 65
Indianapolis, IN
Thurston Springer Advisors
Philip Lavelle Jr. is a CFP® with 30 years of industry experience, currently serving at Thurston Springer Advisors since 2013. His prior roles include positions at New England Securities, Natcity Investments, Inc., and Prudential Equity Group, LLC. He is treasurer and board member of the Leadership Academy of Madison County and vice president involved in strategic planning for the Anderson Symphony Orchestra. 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, fee-based consulting, and fiduciary services, employing a range of investment strategies from buy-and-hold allocation to active models such as Tactical Momentum and Earnings Momentum.
Christopher E
Series 66
Indianapolis, IN
Thurston Springer Advisors
Christopher Esser is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, holding a Series 66 designation with 16 years of industry experience. He previously worked at Edward Jones for nine years before joining Thurston Springer Financial in 2018. Thurston Springer Advisors serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans, offering comprehensive financial planning, portfolio management, and fiduciary services through a range of discretionary and consulting programs. Their investment approach integrates multiple analysis methods and supports both buy-and-hold and more active strategies.
Corey B
Series 65
Carmel, IN
Corecap Advisors
Corey Bates is a financial advisor at CoreCap Advisors in Carmel, IN, holding a Series 65 designation with one year of industry experience. Prior to joining CoreCap and Solomon Financial in 2025, he worked at Salesforce and Hopebridge. CoreCap Advisors serves individual investors, including high-net-worth and accredited clients, as well as self-directed retirement plans and institutional clients. The firm offers discretionary portfolio management, financial planning, and access to third-party sub-advisors, with a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, equities, and bonds.
Bradley R
Series 63
Indianapolis, IN
Thurston Springer Advisors
Bradley Rozema is a financial advisor with Thurston Springer Advisors in Indianapolis, IN, holding a Series 63 designation and possessing 46 years of industry experience. He has worked at Thurston Springer Miller Herd & Titak, Inc. since 2014, following prior roles at Wells Fargo Clearing and Merrill. Thurston Springer Advisors serves individuals, high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing a blend of technical and fundamental investment analysis to support both buy-and-hold and active strategies.
Madeline A
CFP®, Series 66
Indianapolis, IN
Elevation Point Wealth Partners, LLC
Madeline Armstrong is a CFP® and holds a Series 66 license with four years of industry experience. She has been with Elevation Point Wealth Partners, LLC since 2026 and previously worked at Bank of America and Merrill from 2022 to 2026. Armstrong passed the Indiana Real Estate Broker Licensing exam but currently holds the license in inactive status. Elevation Point Wealth Partners provides investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs a combination of strategic and tactical asset allocation across various investment vehicles and offers specialized models and technology-enabled services, including alternatives and co-advisory programs.
Aidan M
Series 65
Indianapolis, IN
Sapient Capital LLC
Aidan Molinaro is a financial advisor at Sapient Capital LLC with a Series 65 designation and two years of industry experience. Prior to joining Sapient Capital, he held positions at Ducharme McMillen & Associates and CNO Financial Group, and spent four years at Butler University. He also served five years with the Illinois Hockey Officials Association. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, families, trusts, foundations, and pooled investment vehicles. The firm uses a long-term investment approach combining fundamental and technical analysis to build diversified portfolios and acts as a fiduciary under ERISA and IRC standards.
Andrew P
Series 66
Indianapolis, IN
Ausdal Financial Partners, Inc.
Andrew Parrish is a financial advisor at Ausdal Financial Partners, Inc. in Indianapolis, Indiana, holding a Series 66 license with 23 years of industry experience. He has been with Ausdal Financial Partners since 2012. Outside of his advisory work, Parrish creates outdoor recreation videos focused on backpacking, camping, and outdoor gear, which he shares on YouTube and Rumble. He also serves as treasurer for the Delta Tau Delta Housing Corporation and chairs the board of directors for the Beta Alpha Shelter of Delta Tau Delta Fraternity. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary investment strategies across various asset classes.
C.Brian M
Series 63, Series 65
Greenwood, IN
Gladstone Wealth Partners
C. Brian McKee is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior firms include Cambridge Investment Research Advisors and LPL Financial, and he has operated McKee Financial Resources, Inc. since 1996. McKee provides investment advisory services through multiple affiliated entities. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, implementing diverse strategies including individual securities, mutual funds, alternative investments, and tax-managed approaches.
Duane W
Series 65
Indianapolis, IN
United Capital Financial Advisors
Duane Wimer is a financial advisor with United Capital Financial Advisors in Indianapolis, IN, holding a Series 65 designation and 23 years of industry experience. He has been with United Capital Financial Advisors since 2015. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary portfolio management using asset-allocation models, offers portfolio customization including ESG and faith-based preferences, and supports clients with technology and reporting tools.
Bronson V
CFP®, CFA®, Series 65
Indianapolis, IN
Forvis Mazars Wealth Advisors, LLC
Bronson Verhines is a CFP®, CFA®, and Series 65-registered financial advisor with 10 years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC and has previously worked at BKD Wealth Advisors. Based in Indianapolis, IN, he has been with the Forvis Mazars team since 2022. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering a range of financial planning, investment management, and consulting services. The firm emphasizes customized asset allocation and integrates active and passive strategies within a comprehensive service model connected to its national accounting and professional services parent company.
Kyle S
Series 63, Series 65
Indianapolis, IN
Signature Equity Partners, LLC
Kyle Sanders is an investment advisor representative with Signature Equity Partners, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at John Hancock / SII for 15 years and has been involved with OSAIC since 2018. Sanders also manages investment and insurance business through Legacy Consultants Group and serves as trustee for his children’s trusts. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities, utilizing a multi-team structure and the Vision2020 Wealth Management Platform to offer tailored portfolio management and financial planning solutions.
Eric B
Series 63, Series 66
Indianapolis, IN
Vanderbilt Advisory Services
Eric Bilitz is a financial advisor with Vanderbilt Advisory Services in Indianapolis, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior experience includes 20 years at Ameriprise Financial Services, Inc., followed by four years at Ameriprise. Outside of his advisory role, he owns Bilitz and Associates LLC and serves as president of Endeavor Financial Group, which sells fixed insurance products. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, access to third-party sub-advisors and a digital platform, with an investment process that combines fundamental, technical, and charting analysis tailored to client objectives.
Amy F
CFP®, Series 63, Series 65
Indianapolis, IN
Forvis Mazars Wealth Advisors, LLC
Amy Frizzell is a CFP® professional at Forvis Mazars Wealth Advisors, LLC with 18 years of experience in the financial industry. She previously worked at BKD Wealth Advisors, LLC for 14 years and joined Forvis Mazars Wealth Advisors in 2022. Amy serves as Chair of the Finance and Strategic Planning Committee for the Heroes Foundation in Indianapolis, overseeing its investment portfolio and budget. Forvis Mazars Wealth Advisors provides financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofit organizations. The firm emphasizes customized asset allocation and combines active and passive strategies within an integrated service model connected to a national accounting and professional services firm.
Holly H
Series 65, Series 63
Indianapolis, IN
Elevation Point Wealth Partners, LLC
Holly Hynes is a financial advisor at Elevation Point Wealth Partners, LLC with eight years of industry experience. She holds Series 65 and Series 63 designations and has worked at firms including Merrill, Bank of America, and Mack Financial Group. Elevation Point Wealth Partners provides investment advisory services to individuals, retirement plans, trusts, and other institutional clients. The firm employs a combination of strategic and tactical asset allocation through model portfolios and managed accounts, offering a range of solutions including alternatives and technology-enabled services for held-away accounts.
Paul B
Series 63, Series 66
Indianapolis, IN
Thurston Springer Advisors
Paul Baldassari is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, holding Series 63 and Series 66 credentials with 27 years of industry experience. He has worked with Summit Brokerage Services since 2004, including 14 years at Summit Financial Group. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning, portfolio management, and fiduciary services, utilizing both buy-and-hold and active investment strategies tailored to client goals.
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