Nathaniel White is a financial advisor with Invst, LLC, holding a Series 65 designation and one year of industry experience. He previously worked at Spectrum Wealth Management, Oxford Financial Group, and Stifel. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm uses a combination of fundamental, technical, and cyclical analysis to build diversified portfolios and manages approximately $1.565 billion in assets for over 2,100 clients.

Jamie Ratner Rich is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with Sapient Capital LLC and has previously worked at Stifel Nicolaus & Co., Inc., and J.P. Morgan, including J.P. Morgan Securities and J.P. Morgan Chase Bank. Outside of his advisory role, he serves on several nonprofit boards in Indianapolis, including as President of the Board for the Indianapolis Jewish Community Relations Council and Treasurer of the John Boner Neighborhood Centers. Sapient Capital LLC offers 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 utilizes a primarily long-term investment process that combines fundamental and technical analysis to construct diversified portfolios, and it acts as a fiduciary for retirement accounts under ERISA/IRC standards.

William Turner is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with Elevation Point Wealth Partners, LLC in Indianapolis, where he has worked since 2026. Prior to this, he spent 15 years at Bank of America and 20 years at Merrill. Outside of his advisory role, he is involved in several business ventures including managing a passenger transportation LLC and overseeing a home cleaning business. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves a diverse client base including individuals, retirement plans, and corporations, utilizing model portfolios with tactical asset allocation and third-party manager integration.

Collin Kelly is a financial advisor at Maia Wealth in Indianapolis, holding a Series 66 designation with seven years of industry experience. Prior to joining Maia Wealth, he worked at J.P. Morgan Securities and Charles Schwab. Outside of his advisory role, he is also active as an insurance agent for various carriers. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, including high-net-worth clients. The firm uses a combination of fundamental, technical, and cyclical analysis with a long-term orientation and coordinates estate-planning and tax services through referrals to unaffiliated specialists.

Jenna Spurrier is a financial advisor with Thurston Springer Advisors in Indianapolis, holding a Series 66 credential and bringing 25 years of industry experience. She has been with Thurston Springer Miller Herd & Titak, Inc. since 2016 and serves as a board member for the nonprofit Impact 100 Greater Indianapolis. Additionally, she is self-employed providing Spanish translation services. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs tactical momentum and earnings momentum investment strategies alongside fundamental and technical analysis, managing accounts often on a discretionary basis through its Compass programs.

Harrison Powell is a CFP® and holds a Series 65 license with seven years of industry experience. He has been with United Capital Financial Advisors since 2018, following roles at Budget Inks and East of Chicago Pizza Co. Powell is based in Indianapolis, IN. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual, high-net-worth, retirement plan, and institutional clients. The firm offers customized investment solutions through United Capital-managed strategies, third-party managers, and separately managed accounts, supported by an extensive affiliate network and a technology platform that serves other independent advisors.

Jeffrey Fratarcangeli is a financial advisor with Thurston Springer Advisors in Indianapolis, IN, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. Prior to joining Thurston Springer Financial in 2023, he worked at Wells Fargo Advisors from 2014 to 2023. Outside his advisory role, he serves as treasurer for the Broward Health Foundation and holds board memberships with several nonprofit organizations. Thurston Springer Advisors serves a diverse client base including high-net-worth individuals, corporations, and charitable institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts primarily on a discretionary basis under its Compass agreements.

Peter Uihlein is a CFP® professional with 15 years of experience in financial advisory roles. He currently works at Lifeworks Advisors, LLC and has previously been affiliated with firms including Vincere Wealth Management and Northwestern Mutual Investment Services. He serves on the board of St. Nicholas Early Learning, a nonprofit daycare organization in Indianapolis. Lifeworks Advisors serves individual and institutional clients with wealth management, financial planning, and retirement plan advisory services. The firm employs a planning-based and risk-based investment approach using diversified funds, third-party managers, and advanced analytical tools, and offers integrated tax and accounting capabilities uncommon among multi-team advisory firms.

Terry Brown is a financial advisor at Avantax Planning Partners, Inc. with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Charles Schwab & Co., Inc. and Thurston Springer. Outside of his advisory role, Terry owns and operates two sports card businesses and serves as a board member for his local homeowners association. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisors. The firm serves individuals, pension plans, charitable organizations, and businesses, managing approximately $7.57 billion in assets across about 164 advisors and 7,500 clients as of December 2025.

Patricia Parker is a CFP® at Accurate Wealth Management, LLC in Indianapolis, with 24 years of industry experience. She has been associated with Accurate Wealth Management since 2025 and concurrently operates Discovery Wealth Management and Patricia Heaton Parker, CFP, both since 2015. Outside of advising, she leads pro bono Divorce Survival Workshops to support women and conducts educational efforts around Advance Health Care Directives based on her background as a registered nurse. Accurate Wealth Management serves a diverse client base including individuals, pension plans, charities, and corporations, offering discretionary portfolio management, financial planning, and wrap-fee programs. The firm emphasizes value, safety, quality, and risk control in individualized asset allocations, managing most accounts on a discretionary basis while allowing client-imposed restrictions and using subadvisers when appropriate.

Troy Patton is a financial advisor with Archer Investment Corporation in Indianapolis, IN, holding a Series 63 designation and 24 years of industry experience. He has been with Archer Financial Advisors, Inc. since 2007. In addition to his advisory role, Patton is associated with a CPA firm, Patton & Associates. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm employs a diversified investment approach based on comprehensive financial assessments and offers both discretionary and model-driven portfolio management.

Michael Benefield is a financial advisor with Trustmont Advisory Group, Inc., holding a Series 66 designation and nine years of industry experience. He has been with Trustmont since 2019 and previously worked at Voya Financial Advisors. In addition to his advisory role, he is the owner of Benefield Law, a legal practice focused on patent law, estate planning, business law, and litigation, and serves on the board of the Indiana Gamma Gamma Chapter of Alpha Tau fraternity as well as the Clark-Pleasant Education Foundation. Trustmont Advisory Group advises a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a long-term investment outlook and utilizes various public research sources, offering discretionary portfolio management and access to brokerage and insurance products through advisers who often hold multiple professional credentials or operate other financial businesses.

Joshua Peters is a financial advisor at Invst, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Boston Mountain Money Management, Cephas Fiduciary Investments, and Cloud Capital LLC. Invst, LLC provides financial planning, consulting, investment management, and retirement plan consulting services 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 through a team of 33 advisors, utilizing fundamental, technical, and cyclical analysis to construct diversified portfolios and employing model portfolios and third-party strategists where appropriate.

John Dewey is a CFP® professional with 14 years of industry experience. He has worked at Advisory Services Network since 2025 and previously spent 12 years at Edward Jones. Outside of his advisory role, he serves as Chairman of the Board for Heartland Film Inc. in Indianapolis. Advisory Services Network is an enterprise firm with a network of approximately 208 independent advisers serving individuals, families, corporations, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, and retirement-plan consulting, managing about $8.6 billion in client assets.

Zachary Heeke is a financial advisor at Sapient Capital LLC in Indianapolis, IN, holding a Series 65 designation with three years of industry experience. Prior to joining Sapient Capital in 2023, he worked at Stifel, Nicolaus & Company, Incorporated from 2021 to 2023 and was affiliated with Central Michigan University from 2016 to 2021. 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 that combines fundamental and technical analysis to create diversified portfolios and serves as an adviser and sponsor to private funds as well as a sub-advisor to registered ETFs.

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 Hemmerly is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Indianapolis, IN, holding a Series 66 designation and with 12 years of industry experience. He has worked with LaSalle St. Securities, LLC since 2014. Outside of advising, he serves as a branch office administrator and is involved in fixed insurance activities. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs both passive and active investment strategies across various asset classes and is notable for its predominance of non-discretionary asset management and use of fee-sharing and co-advisor arrangements.

Paul Murans is a financial advisor at Thurston Springer Advisors in Indianapolis, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has worked at Thurston Springer Financial since 2017 and previously spent six years at UBS Financial Services Inc. Outside of his advisory role, he is a passive investor in a horse racing venture, Merlot Racing, LLC. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts primarily on a discretionary basis.

Larry Dykes is a financial advisor at Advisor Share Wealth Management, LLC with 21 years of industry experience. He holds the ChFC® and Series 63 designations. His prior work includes roles at Sequent Planning, LLC and HR Cloud LLC DBA Skyview Partners, as well as General American Life Insurance Company. 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, a web-based asset management platform, and access to alternative and private investments through third-party sub-advisers and model portfolios.

Philip Lavelle Jr. is a CFP® with 30 years of industry experience, currently serving as an advisor at Thurston Springer Advisors since 2013. He is based in Indianapolis, IN, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Lavelle serves as Treasurer on the Board of Directors for the Leadership Academy of Madison County and as Vice President of Strategic Planning for the Anderson Symphony Orchestra. Thurston Springer Advisors provides financial planning, portfolio management, retirement-plan consulting, and sub-advisory services to a diverse client base, including individuals, corporations, and charitable institutions. The firm employs a range of investment methods such as Tactical and Earnings Momentum strategies and offers both discretionary and non-discretionary retirement-plan investment management services.