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 23 years of experience, currently serving at Valeo Financial Advisors, LLC since 2003. He holds Series 63 and Series 65 licenses and is based in Carmel, IN. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients, using a strategic asset-allocation framework that incorporates third-party research and alternative strategies. The firm manages over $10 billion in assets and operates subsidiary services including due diligence for private fund sponsors and charitable initiatives.

Scott Knust is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Mutual of Omaha since 2013. Outside of his advisory role, Knust coaches pole vaulting 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 through a range of managed account programs and financial planning solutions, leveraging platform relationships with Envestnet and Pershing.

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 as a financial advisor at Valeo Financial Advisors, LLC in Carmel, IN. His prior experience includes roles at Windsor Wealth Management, Anthem, and Foster Pike & Associates. 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 utilizing third-party research and independent managers. The firm manages approximately $10.64 billion in client assets and offers services including a scaled Essentials service and pro-bono planning for non-profits.

Jonathon Shurtz is a financial advisor at Elevation Point Wealth Partners, LLC in Indianapolis, IN, holding a Series 66 designation with 11 years of industry experience. Prior to joining Elevation Point Wealth Partners in 2026, he spent 11 years at Bank of America and Merrill. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets and serving individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm employs a model portfolio approach with tactical asset allocation and incorporates third-party managers and models, also integrating insurance distribution and annuity servicing within its advisory services.

Grace Evans is a CFP® at Valeo Financial Advisors, LLC with two years of industry experience. She previously worked at KPMG and has a background that includes extended periods as a student. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients, managing approximately $13 billion in assets through comprehensive financial planning and portfolio management. The firm emphasizes strategic asset allocation with tactical adjustments, uses independent managers when appropriate, and incorporates research from providers such as Fidelity and Morningstar.

William Logan is a CFP® professional with eight years of experience in financial advising, currently serving at Valeo Financial Advisors, LLC since 2016. He is based in Carmel, IN. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients using a strategic asset-allocation framework with tactical adjustments. The firm manages over $10 billion in assets and offers additional services through its subsidiary TwoPointO, which provides due diligence and investor-relations support to private fund sponsors.

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 CERTIFIED FINANCIAL PLANNER™ professional with six years of industry experience. He currently works at Valeo Financial Advisors, LLC and has previously been employed by firms including ICONIQ Capital and Destination Wealth Management. Outside of his advisory role, Williams operates an ecommerce business authorized to resell everyday household goods through online platforms such as walmart.com. Valeo Financial Advisors serves a diverse client base including individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm manages approximately $13 billion in assets using strategic asset allocation and a combination of independent managers, supported by research from providers like Fidelity and Morningstar.

Robert Ramsey III is a CFA® charterholder with five years of industry experience. He has worked at Oxford Financial Group, Ltd since 2021, following four years at Pendyne Capital LLC and five years at the Indiana Public Retirement System. Outside of his advisory role, he serves on the boards of several non-investment related businesses and nonprofit organizations, including the Indianapolis Symphony Orchestra Foundation, and is CEO and Secretary of Baseline Fitness, LLC and its related entities. 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 CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments, employing a diversified asset allocation strategy that includes public and alternative asset classes.

Cheryl Ackerman is a financial advisor at Goelzer Investment Management with eight years of industry experience. She holds a Series 65 designation and previously worked at Proteus, LLC and Rgp. Goelzer Investment Management serves private and institutional clients, offering investment advisory, asset management, consulting, and financial planning services. The firm’s team-based approach integrates proprietary research and customized portfolio construction to meet client risk tolerances and long-term return objectives.

Ali Hakim is a CFP® professional at Valeo Financial Advisors, LLC with one year of industry experience. Prior to joining Valeo, he worked at Wabash College and Michigan City High School. Valeo Financial Advisors provides 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 manages over $10 billion in assets and offers specialized services including a subsidiary focused on private fund due diligence and pro-bono planning for nonprofits.

Joanna Habegger is a financial advisor at Prosperity Capital Advisors with 11 years of industry experience. She holds a Series 66 designation and has worked with several firms including Silver Oak Securities, Financial Resource Advisors, and currently Outsourced General Counsel, where she provides administrative support unrelated to investment services. Outside of her advisory role, Ms. Habegger is a licensed insurance agent and owns Invite Wealth Management, which operates her advisory and insurance business. Prosperity Capital Advisors offers financial planning, consulting, and discretionary investment management to a diverse client base including individuals, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing a range of mutual funds, ETFs, and alternative strategies, and provides institutional and sub-advisory services along with trustee and charitable account services.

William Matthiessen is a Series 65 licensed advisor with Sapient Capital LLC, based in Indianapolis, IN, and has one year of industry experience. Prior to joining Sapient Capital, he held roles at Commonwealth Impact Investing, SportsRecruits, and the Pittsburgh Pirates. 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 strategy combining fundamental and technical analysis to manage diversified portfolios and also acts as an adviser and sponsor to private funds and registered ETFs.

Derek Weed is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at SYM Financial Advisors since 2020. He previously worked at Schwab Private Client Investment Advisory and Charles Schwab from 2013 to 2020. He is an investment committee member for Highlands Latin School, a religious institution, where he provides oversight and advice on investments. SYM Financial Advisors is an employee-owned, multi-team SEC-registered firm managing over $5 billion for approximately 1,800 clients, including individuals, retirement plans, charities, and corporate clients. The firm employs a top-down, tactical asset-allocation approach using model portfolios, mutual funds, ETFs, and private alternative investments, offering both discretionary and non-discretionary portfolio management alongside integrated wealth management and financial planning services.

Austin Wodock is a financial advisor at Sapient Capital LLC with a Series 65 designation and one year of industry experience. His prior experience includes roles at First Merchants Bank and Valeo Financial Advisors. 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 approach combining fundamental and technical analysis to build diversified portfolios across multiple asset classes while offering discretionary and non-discretionary portfolio management.

Dean Antonopoulos is a financial advisor with Kingswood Wealth Advisors, LLC, holding a Series 63 designation and 34 years of industry experience. His career includes roles at Kalos Management, Kalos Capital, and a long tenure at Endeavor Investment Resources. He is also president of EIR Capital, Inc., which manages office administration and insurance sales. Kingswood Wealth Advisors serves a diverse client base, including individual, high-net-worth, and institutional investors, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs a customized investment approach using an open-architecture platform and maintains an operational model that integrates insurance-linked account management.

Patrick Hoehne is a CFA® charterholder with 14 years of industry experience. He has been with Waverly Advisors, LLC since 2024, previously working for 12 years at Centerpoint Wealth Management. Patrick holds a Series 65 license and is based in Zionsville, Indiana. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles, with approximately 224 advisors and $29.9 billion in assets under management. The firm offers discretionary and non-discretionary portfolio management that integrates traditional equity and fixed-income strategies with alternative and private-markets allocations.