Christopher Lavelle is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab & Co., Inc. for ten years. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and charitable institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs various investment strategies such as Tactical Momentum and Earnings Momentum, and manages accounts primarily on a discretionary basis.

Claire Amick is a CFP® professional with seven years of industry experience. She currently works at Facet and previously spent eight years at The Vanguard Group, Inc. Claire also has five years of self-employed experience prior to her corporate roles. Facet serves individual members across a wide range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm provides holistic financial planning using a Total Financial Life Resources framework and relies primarily on ETFs for discretionary asset-allocation programs.

Melia Krumm is a financial advisor at Oxford Financial Group, LTD with 21 years of industry experience. She holds the Series 66 designation and has worked with firms including Baker Hill, ACA Compliance, Sanctuary Wealth, and Merrill. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals and families, as well as institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and CIO services, comprehensive planning, fiduciary trust administration, and access to private market investments, emphasizing diversified asset allocation across public and alternative assets.

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 66 and Series 63 credentials and eight years of industry experience. His prior roles include positions at New York Life Insurance Co., NYLIFE Securities, LPL Enterprise, and The Prudential Insurance Co. of America. Outside of his financial services career, he also leads funeral services at Jessen Funeral Home. Sound Income Strategies is a fee-based investment adviser serving individuals, corporations, pension plans, and other advisors through asset management, financial planning, and affiliated insurance services. The firm emphasizes fixed-income and income-oriented strategies, actively managing portfolios with fundamental and technical analysis while offering specialized planning and sub-advisory roles.

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 licenses and has been with Oxford Financial Group since 2016. Outside of her advisory role, she serves as Vice President of the Valiant Foundation, a charitable giving foundation. 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 chief investment officer services, comprehensive financial and estate planning, and access to private market investments through a 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.

Stephen Marcou is a financial advisor at Savvy with 19 years of industry experience. He holds a Series 66 designation and previously worked at TIAA-CREF for 10 years. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting and ESG-focused models, utilizing quantitative tools and a proprietary technology platform.

Luke Keller is a CFP® affiliated with Valeo Financial Advisors, LLC in Denver, CO. He began his career at Valeo in 2022 and has prior experience outside the financial industry, including roles at Tractor Supply Company and Pro X Athlete Development. Outside of advising, he is a co-founder of XRDG LLC, a clothing and apparel business involved in product design, manufacturing coordination, marketing, and sales. Valeo Financial Advisors offers comprehensive financial planning and investment management services to individuals, families, and institutional clients. The firm employs a strategic asset-allocation approach with tactical adjustments and integrates third-party research and alternative strategies, while also providing scaled services and pro-bono planning to nonprofits.

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.

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.

Samuel Julian is a financial advisor with Ausdal Financial Partners, Inc. in Carmel, IN, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Ausdal Financial Partners since 2013. In addition to his advisory role, he is involved in the sale of insurance products. 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 about 152 advisors. The firm provides investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering both discretionary and non-discretionary investment strategies across a range of asset classes.

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 a Series 65 designation and experience in the financial services industry beginning in 2024. Prior to joining Oxford, she worked at Innovia Wealth, PNC Bank, and Huntington National Bank. She is also a licensed attorney with involvement in nonprofit advisory roles, including committee and board positions at The Legal Assistance Center of West Michigan, Guiding Light Ministries, and West Catholic High School. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, CIO-led portfolio construction, and fiduciary support. The firm emphasizes asset allocation and diversification across public and private markets, offering both discretionary and non-discretionary management alongside private investment platforms and affiliated trust services.

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.

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.

Susan Jann is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Goelzer Investment Management since 2016. She holds the Series 63 and Series 66 designations and is based in Carmel, Indiana. Goelzer Investment Management provides investment advisory and asset management services to private and institutional clients, including high-net-worth families, foundations, pension plans, and nonprofit organizations. The firm combines proprietary research and customized portfolio construction across three specialized teams to pursue long-term total-return objectives aligned with client risk tolerances.

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.