Nick Frey is a CFP® at Valeo Financial Advisors, LLC with two years of industry experience. His prior work includes roles at First Merchants Bank and Xavier University. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $12.96 billion for retail, high-net-worth, and institutional clients. The firm offers comprehensive financial planning and portfolio management, emphasizing strategic asset allocation, third-party research, and the use of independent managers and model portfolios.

Quinn Teague is a financial advisor with Strategic Wealth Investment Group, LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His prior roles include positions at Equitable Advisors and Meijer, among others. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, also serving corporations and business entities. The firm employs a combination of internally developed and third-party model portfolios, using diverse investment analysis methods and offering access to private placements for accredited investors.

Michelle Reichert is a CERTIFIED FINANCIAL PLANNER™ at Oxford Financial Group, Ltd. with three years of industry experience. She previously worked at Fifth Third Bank for three years and has been with Oxford Financial Group in two separate periods since 2008. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, and institutional clients, offering family office services, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative assets and manages both discretionary and non-discretionary portfolios with customized investment policy statement-driven solutions.

Erik Finwall is a financial advisor at Jefferies Investment Advisers LLC with 27 years of industry experience. He previously worked at Voya Investment Management Co., LLC and affiliated entities for 11 years before joining Jefferies in 2025. He holds the Series 63, Series 65, and Series 66 licenses. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized, collaborative planning process using third-party software and probability-based simulations to support a range of planning topics including tax, estate, and philanthropic planning.

Phillip Mickel is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with Valeo Financial Advisors, LLC since 2004, following two years at UBS Financial Services. Mickel holds a Series 66 registration. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving over 3,000 clients with comprehensive financial planning and individualized portfolio management for retail and institutional clients. The firm’s investment approach includes strategic asset allocation, use of third-party research, independent managers, and model portfolios, along with specialized services such as advisory roles to private investment funds and portfolio management for pooled vehicles.

Evan Melching is a financial advisor at Savvy with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and OneMain Financial. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm uses a primarily index-based, long-term investment approach complemented by active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Kurt Weiper is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with LaSalle St. Investment Advisors since 2013 and with LaSalle St. Securities since 2008. Outside of his advisory work, he serves on the finance committee at his daughter’s school, participates in the Orchard School 403(b) committee, and is involved with the Mission Haiti Medical non-profit’s gift committee. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment programs, managing a predominance of assets on a non-discretionary basis through various strategies including model portfolios, third-party manager oversight, and a diverse mix of investment vehicles.

Jon Stucker is a financial advisor with Thurston Springer Advisors in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. His prior affiliations include Thurston Springer Miller Herd & Titak, Inc., and he serves on boards of several non-investment organizations, including Delta Alpha of Alpha Tau Omega and Vinculum, and is involved in multiple entrepreneurial ventures such as Parkahead LLC and FK Restaurant Group LLC. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm employs a combination of fundamental and technical investment analysis to support both buy-and-hold and active strategies.

James Case is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes positions at Global Assets Advisory, LLC and Alacrity, as well as over a decade in private equity through his own firm, James A. Case - Private Equity. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, corporations, and other entities through a nationwide network of independent advisers. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, fixed income, and may incorporate third-party managers or wrap programs as part of its investment approach.

Peter Reist is a financial advisor at Oxford Financial Group, Ltd in Carmel, IN, with 23 years of industry experience. He holds the PFS™ designation and Series 65 license. He has been with Oxford Financial Group since 2010. Outside of his advisory work, he serves on the board of the Indiana Repertory Theatre and works as a self-employed CPA providing tax preparation services. 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 diversified asset allocation approach and dedicated investment teams.

John Wortman is a CFP® professional with 24 years of industry experience. He has been with Valeo Financial Advisors, LLC since 2003, following a year at The Valeo Financial Group, LLC. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving retail, high-net-worth, and institutional clients. The firm offers comprehensive financial planning and portfolio management, using a strategic asset allocation approach supplemented by third-party research and independent managers.

Scott Knust is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has been with Mutual of Omaha since 2013. Outside of his advisory role, he coaches pole vault for the University of Indianapolis track and field team. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers solutions primarily through a platform relationship with Envestnet and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Nicholas Key is a financial professional with 11 years of industry experience, currently affiliated with AdvisorNet Wealth Partners in Carmel, IN. He holds Series 63 and Series 65 licenses and has held roles at firms including APEX Wealth Services LLC, Cetera, and FSA Advisors, 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, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm utilizes diversified portfolios including equities, fixed income, mutual funds, and ETFs, and offers both discretionary and non-discretionary management services.

Jacob Valdick is a CFP® professional with three years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2021. His prior experience includes roles at Windsor Wealth Management, Anthem, and Foster Pike & Associates. Valeo Financial Advisors is a multi-team SEC-registered firm managing nearly $13 billion and serving over 3,000 clients with comprehensive financial planning and individualized portfolio management for retail and institutional clients. The firm's investment approach combines strategic asset allocation, third-party research, and the use of independent managers, while also providing specialized services such as advising private investment funds and offering pro-bono planning for nonprofit clients.

Jonathon Shurtz is a financial advisor at Elevation Point Wealth Partners, LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2015 to 2026. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs a portfolio management approach that includes strategic and tactical asset allocation across various investment vehicles and offers services such as retirement-plan consulting and technology-enabled solutions for held-away accounts.

Grace Evans is a CFP® at Valeo Financial Advisors, LLC with approximately two years of industry experience. Prior to joining Valeo, she held a position at KPMG and was a student for several years. Valeo Financial Advisors is a multi-team SEC-registered adviser managing nearly $13 billion and serving both retail and institutional clients. The firm emphasizes strategic asset allocation, tactical adjustments, due diligence on third-party managers, and provides specialized services including advising private investment funds and managing pooled vehicles.

William Logan is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2016. Based in Carmel, IN, he is part of a multi-team firm with 108 advisors. Valeo Financial Advisors manages approximately $13 billion, providing comprehensive financial planning and individualized portfolio management to both retail and institutional clients. The firm employs a strategic asset allocation approach with tactical adjustments and uses independent managers and model portfolios, while also advising private investment funds and pooled vehicles.

John Michel III is a financial advisor with Advisory Services Network who holds Series 63, Series 65, and Series 66 licenses and has 25 years of industry experience. His prior roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors, where he worked for a combined 21 years. Advisory Services Network is a multi-team firm that provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent investment adviser representatives. The firm offers a range of discretionary and non-discretionary portfolio management and consulting services tailored to clients’ objectives and risk tolerances.

Dexter Mccormick is a financial advisor at Alphastar Capital Management with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at multiple firms, including M. S. Howells & Co and TLG Advisors Inc. Outside of his advisory roles, he manages farmland operations through partnerships in property management and serves as CEO of an insurance marketing organization. Alphastar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches through proprietary model portfolios and advisor-directed models, utilizing various asset types and third-party portfolio construction tools.

Shaun Williams is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. His career includes roles at ICONIQ Capital, Parkview Asset Management, and Charles Schwab, among others. Outside of advisory work, he operates an e-commerce business that resells everyday household goods through online platforms such as Walmart.com. Valeo Financial Advisors is a multi-team firm managing approximately $13 billion and serving retail and institutional clients with comprehensive financial planning and individualized portfolio management. The firm employs a strategic asset allocation approach with tactical adjustments and utilizes third-party research and independent managers, also offering specialized services such as advising private investment funds and providing portfolio management for pooled vehicles.