Kevin Cassidy is a financial advisor at Larson Financial Group, LLC in Indianapolis, IN, with 16 years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at Charles Schwab for nine years prior to joining Larson Financial Group in 2025. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs employing both strategic and tactical approaches, supported by AI-assisted research tools alongside human review.

Johnson Dolson is a CFA® charterholder affiliated with Sapient Capital LLC in Indianapolis, IN. He has one year of experience as a financial advisor and previously worked at Andersen Tax LLC and Stifel. Johnson also spent four years at Indiana University Bloomington. 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 primarily long-term investment approach combining fundamental and technical analysis to construct diversified portfolios across various asset classes.

Charles Davis II is a CFP® and Series 65 credentialed advisor with 18 years of industry experience. He has been with Oxford Financial Group, Ltd since 2007. Mr. Davis serves on the Board of Directors and is Vice Chair Emeritus of AAA Hoosier Motor Club, including its affiliated insurance agencies. Oxford Financial Group, Ltd serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and chief investment officer services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments through a diversified asset allocation approach and dedicated investment teams.

Clay Patton is a financial advisor with Archer Investment Corporation, holding a Series 65 credential and no prior industry experience. He has been involved with the Indiana Baseball Academy and Patton Archer Corp since 2024. Archer Investment Corporation provides investment management services primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm works with accountants and CPAs as independent contractors and manages approximately $1.01 billion in discretionary assets.

Thomas Cudahy is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Invst, LLC since 2019. Prior to joining Invst, he worked at NYLife Securities LLC and New York Life Insurance Co from 2013 to 2019. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, 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.

John Hardman is a CFP® certificant with three years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. His prior roles include positions at Fidelity Investments and Northwestern Mutual. Outside of finance, he operates MillaK Photography, LLC, a photography business. 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 offering specialized services such as pro-bono planning and due diligence through its subsidiary, TwoPointO.

Timothy Reidy III is a financial advisor with The AmeriFlex Group in Carmel, Indiana, holding Series 63 and Series 65 licenses and 42 years of industry experience. His prior roles include positions at THE O.N. Equity Sales Company and Ohio National Life Insurance Company. Outside of his advisory work, he serves as treasurer for a local judicial campaign. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, utilizing model asset allocations and a range of discretionary and non-discretionary manager relationships.

Clinton Seefeldt is a CFP® professional affiliated with Savvy, with 11 years of industry experience. His prior roles include positions at Provider Wealth Management, Commonwealth Financial Network, Lincoln Financial Advisors, and Centennial Group. He also serves as an independent insurance agent and is involved with The Leaders Group as an outside broker-dealer advisor. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform and third-party sub-advisers.

Jason Randlett is a CFP® certificant with 19 years of industry experience, currently serving as an advisor at Advisory Services Network since 2017. He previously worked at Schwab Private Client Investment Advisory, Inc. and Charles Schwab from 2009 to 2017. Outside of his advisory role, he is the owner and president of Randlett Financial, a business providing turnkey office and marketing solutions for financial advisors. Advisory Services Network is an enterprise firm with a network of approximately 208 independent Investment Adviser Representatives serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing around $8.6 billion in client assets with a variety of investment and advisory strategies.

Gregory Thompson is a financial advisor at Goelzer Investment Management with 30 years of industry experience. His prior roles include positions at RBC Capital Markets and Spectrum Wealth Counsel. He holds Series 63 and Series 66 licenses. Goelzer Investment Management serves private and institutional clients, providing investment advisory, asset management, consulting, and financial planning services. The firm operates through specialized teams that use proprietary research and customized portfolio construction to pursue long-term total-return objectives aligned with client risk tolerances.

Jacqueline Armstrong is a financial advisor at Oxford Financial Group, Ltd with 18 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley. Outside of finance, she manages a professional music business called The Sax Guy. Oxford Financial Group, Ltd serves ultra high-net-worth individuals, families, and institutions by 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 and offers both discretionary and non-discretionary investment arrangements through specialized teams and affiliated entities.

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.

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.

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.