William Turner is a CFP® professional with 20 years of industry experience. He currently works at Elevation Point Wealth Partners, LLC and previously spent 15 years at Bank of America, N.A. and 20 years at Merrill. Outside of his advisory role, he is involved as a general partner and managing member in several small business ventures, including a passenger transport LLC and a home cleaning service. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm offers portfolio management through various strategies including separately managed accounts, model portfolios, and co-advisory programs, blending strategic and tactical asset allocation across multiple investment vehicles.

Collin Kelly is a financial advisor at Maia Wealth in Indianapolis, IN, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at J.P. Morgan Securities and Charles Schwab & Co., Inc. In addition to his advisory work, he is licensed as an insurance agent with various carriers. Maia Wealth provides discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses, offering financial planning, retirement plan advisory, and institutional consulting. The firm employs a blend of fundamental, technical, and cyclical analysis and integrates technology and third-party platforms to implement ETF-based allocations and automated rebalancing.

Jenna Spurrier is a financial advisor with Thurston Springer Advisors in Indianapolis, IN, holding a Series 66 credential and 25 years of industry experience. She has been with Thurston Springer Miller Herd & Titak, Inc. since 2016. Outside of her advisory role, she is involved as a board member with the nonprofit Impact 100 Greater Indianapolis and operates a Spanish translation service. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, offering comprehensive financial planning, portfolio management, and fiduciary services tailored to client goals through a range of strategies including both buy-and-hold and active momentum models.

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.

Peter Uihlein is a CFP® with 15 years of industry experience and is currently an advisor at Lifeworks Advisors, LLC. His prior experience includes roles at Vincere Wealth Management, TD Ameritrade, Northwestern Mutual Investment Services, and BMO Harris Financial Advisors. He serves on the board of St. Nicholas Early Learning, a daycare organization in Indianapolis. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses, offering wealth management, financial planning, retirement plan advisory, and portfolio management. The firm employs both planning-based and risk-based investment approaches and integrates tax, accounting, and insurance services through affiliated entities, managing roughly $1 billion in assets across a multi-advisor platform.

Patricia Parker is a CFP® with 24 years of industry experience, currently with Accurate Wealth Management, LLC. She has held roles at several firms including Transamerica Financial Advisors, Madison Avenue Securities, and XYPN Invest. Outside of advising, she leads pro bono Divorce Survival Workshops and helps individuals create Advance Health Care Directives through her educational initiative Protected Promises, drawing on her background as a registered nurse. Accurate Wealth Management serves individuals, pension plans, charities, and corporations, offering discretionary portfolio management, financial planning, and educational services. The firm employs a value- and risk-focused investment approach across diverse asset classes and offers performance-based fees for qualified clients, with approximately $1.71 billion in assets under management.

Troy Patton is a financial advisor with Archer Investment Corporation in Indianapolis, IN. He holds a Series 63 designation and has 24 years of industry experience, including prior roles at Fiducial Investment Advisors, Inc. and Archer Financial Advisors, Inc. Patton also has experience working with a CPA firm outside of his advisory duties. Archer Investment Corporation provides investment management services primarily to individual clients across a range of wealth levels through separately managed accounts and proprietary funds. The firm employs a diversified investment approach and supports a multi-branch structure that includes CPAs acting as advisory representatives.

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.

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 with one year of industry experience. He holds a Series 65 designation and previously worked at Stifel, Nicolaus & Company, Incorporated. He also has a background in education from Central Michigan University. 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 approach combining fundamental and technical analysis to construct 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 with LaSalle St. Investment Advisors, L.L.C. He holds a Series 66 designation and has 12 years of industry experience, all with LaSalle St. Securities. Outside of advising, he serves as a branch office administrator and is involved in fixed insurance activities. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, emphasizing a predominantly non-discretionary asset mix uncommon among large advisory firms.

Paul Murans is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, with 27 years of industry experience. He holds Series 63 and 66 licenses and has worked at firms including Merrill and UBS Financial Services before joining Thurston Springer Financial in 2017. Outside of his advisory role, he is a passive investor in horse racing ventures. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing a range of investment strategies that include buy-and-hold and active momentum models.

Larry Dykes is a financial advisor at Advisor Share Wealth Management, LLC with 21 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior roles include four years at Sequent Planning, LLC and ongoing involvement with HR Cloud LLC DBA Skyview Partners since 2013, alongside a long tenure at General American Life Insurance Company beginning in 1988. 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, and a web-based asset management platform, implementing client strategies using third-party sub-advisers and model portfolios on a discretionary or non-discretionary basis.

Philip Lavelle Jr. is a CFP® with 30 years of industry experience, currently serving at Thurston Springer Advisors since 2013. His prior roles include positions at New England Securities, Natcity Investments, Inc., and Prudential Equity Group, LLC. He is treasurer and board member of the Leadership Academy of Madison County and vice president involved in strategic planning for the Anderson Symphony Orchestra. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, employing a range of investment strategies from buy-and-hold allocation to active models such as Tactical Momentum and Earnings Momentum.

Christopher Esser is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, holding a Series 66 designation with 16 years of industry experience. He previously worked at Edward Jones for nine years before joining Thurston Springer Financial in 2018. Thurston Springer Advisors serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans, offering comprehensive financial planning, portfolio management, and fiduciary services through a range of discretionary and consulting programs. Their investment approach integrates multiple analysis methods and supports both buy-and-hold and more active strategies.

Corey Bates is a financial advisor at CoreCap Advisors in Carmel, IN, holding a Series 65 designation with one year of industry experience. Prior to joining CoreCap and Solomon Financial in 2025, he worked at Salesforce and Hopebridge. CoreCap Advisors serves individual investors, including high-net-worth and accredited clients, as well as self-directed retirement plans and institutional clients. The firm offers discretionary portfolio management, financial planning, and access to third-party sub-advisors, with a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, equities, and bonds.

Bradley Rozema is a financial advisor with Thurston Springer Advisors in Indianapolis, IN, holding a Series 63 designation and possessing 46 years of industry experience. He has worked at Thurston Springer Miller Herd & Titak, Inc. since 2014, following prior roles at Wells Fargo Clearing and Merrill. Thurston Springer Advisors serves individuals, high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing a blend of technical and fundamental investment analysis to support both buy-and-hold and active strategies.

Madeline Armstrong is a CFP® and holds a Series 66 license with four years of industry experience. She has been with Elevation Point Wealth Partners, LLC since 2026 and previously worked at Bank of America and Merrill from 2022 to 2026. Armstrong passed the Indiana Real Estate Broker Licensing exam but currently holds the license in inactive status. Elevation Point Wealth Partners provides investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs a combination of strategic and tactical asset allocation across various investment vehicles and offers specialized models and technology-enabled services, including alternatives and co-advisory programs.

Kyle James is a financial advisor at Modern Wealth Management, LLC with 15 years of industry experience and holds a Series 66 designation. He has worked at Modern Wealth Management since 2023 and previously at Martin James Investment and Tax Management, LLC and World Equity Group. Outside of his advisory role, Kyle serves as Vice President of the board and assistant coach for a youth girls travel softball team through Indy Mavericks, Inc. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension and retirement plans, and charitable organizations. The firm utilizes a centralized portfolio management model with an Investment Committee and offers a broad range of services such as discretionary investment management, tax and estate planning, and ERISA plan services.