Greg Jordan is a CFP® professional with 14 years of industry experience. He has worked at Valeo Financial Advisors, LLC since 2018 and previously held positions at Charles Schwab Bank and Charles Schwab from 2011 to 2018. Valeo Financial Advisors is a registered investment adviser managing approximately $12.96 billion in client assets. The firm serves individuals, families, trusts, estates, charitable organizations, and corporate clients, focusing on strategic asset allocation with tactical adjustments and the use of independent managers when appropriate.

Nicholas Estey is a CFP® professional with 10 years of experience in financial advising, currently with Goelzer Investment Management since 2023. His prior experience includes roles at Cetera Advisors LLC, First Allied Advisory Services, and Northwestern Mutual Investment Services. Outside of his advisory work, he serves as the head lacrosse coach at Brebeuf Jesuit Preparatory School and is a director of Circle City Lacrosse LLC. Goelzer Investment Management serves private and institutional clients with investment advisory, asset management, and financial planning services. The firm operates through specialized teams that offer customized portfolio construction and asset allocation, including services for professional athletes and governmental clients, supported by proprietary research and client-focused communication.

Andrew Parrish is a financial advisor at Ausdal Financial Partners, Inc. in Indianapolis, Indiana, holding a Series 66 license with 23 years of industry experience. He has been with Ausdal Financial Partners since 2012. Outside of his advisory work, Parrish creates outdoor recreation videos focused on backpacking, camping, and outdoor gear, which he shares on YouTube and Rumble. He also serves as treasurer for the Delta Tau Delta Housing Corporation and chairs the board of directors for the Beta Alpha Shelter of Delta Tau Delta Fraternity. 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 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary investment strategies across various asset classes.

Andrew Michael is a CFP® professional with one year of industry experience, currently serving at Valeo Financial Advisors, LLC. His prior work includes roles at Butler University, RENU Property Management, and Column Capital. 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 a range of investment options including independent managers and alternative strategies.

Jacquelyn Nolan is a CFP® professional with four years of industry experience, currently serving as an advisor at Oxford Financial Group, LTD. She previously worked at PNC Financial Services for five years. Oxford Financial Group, LTD serves ultra high-net-worth individuals, families, institutions, 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, with an investment approach focused on diversified asset allocation across public and alternative asset classes.

John Brown is a financial advisor at Valeo Financial Advisors, LLC in Carmel, IN, holding the CFA® designation and Series 66 license with six years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing and has a background at Indiana University. Valeo Financial Advisors is a registered investment adviser managing approximately $13 billion in client assets for individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm employs a strategic asset allocation approach with tactical adjustments, utilizes independent managers when appropriate, and emphasizes ongoing portfolio monitoring.

Duane Wimer is a financial advisor with United Capital Financial Advisors in Indianapolis, IN, holding a Series 65 designation and 23 years of industry experience. He has been with United Capital Financial Advisors since 2015. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary portfolio management using asset-allocation models, offers portfolio customization including ESG and faith-based preferences, and supports clients with technology and reporting tools.

Jacob Smith is a CFP® professional with three years of experience in financial advising. He has been with Valeo Financial Advisors, LLC since 2021. Prior to his advisory role, he worked at the University of Alabama and has experience in education at South Anchorage High School. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients with approximately $13 billion in assets under management. The firm emphasizes strategic asset allocation, uses independent managers when appropriate, and offers both comprehensive financial planning and a lower-touch model portfolio option called Valeo Essentials.

Bronson Verhines is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 10 years of industry experience. He holds the CFP®, CFA®, and Series 65 credentials. His previous experience includes roles at BKD Wealth Advisors and FORVIS Wealth Advisors. Forvis Mazars Wealth Advisors, LLC serves individuals, families, retirement plans, institutions, and nonprofits by providing financial planning, investment management, retirement plan consulting, and family-office style services. The firm manages approximately $12 billion in assets and integrates wealth management with coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

Dustin Brown is a financial advisor at Oxford Financial Group, LTD with nine years of industry experience and holds a Series 66 designation. He previously worked at JP Morgan Private Bank and Equitable Advisors, and also spent two years at Crust Pizzeria Napoletana. Oxford Financial Group serves ultra high-net-worth individuals, families, and institutional clients, offering family office and CIO services, financial and estate planning, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative asset classes and manages both discretionary and non-discretionary portfolios through dedicated investment teams.

Joshua Frazier is a financial advisor at Valeo Financial Advisors, LLC with 24 years of industry experience. He previously worked at JPMorgan Securities LLC and Charles Schwab in various roles. Outside of his advisory work, he has been involved in real estate and property management since 2006. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm employs a strategic asset-allocation approach with tactical adjustments and utilizes third-party research and alternative strategies, managing over $10 billion in client assets.

Kyle Sanders is an Investment Advisor Representative at Signature Equity Partners, LLC with 23 years of industry experience. He previously worked at John Hancock / SII for 15 years and OSAIC for eight years. Outside of his advisory roles, he serves as trustee for his four minor children’s trusts, managing their investments. Signature Equity Partners, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement-plan consulting through a network of independent advisory affiliates using model solutions such as SMAs, GMPAs, UMAs, and SUMAs.

James Concannon is a CFP® and CFA® certified financial advisor with 24 years of industry experience. He has been with Goelzer Investment Management in Carmel, IN, since 2005. Goelzer Investment Management serves private and institutional clients, providing investment advisory, asset management, consulting, and financial planning services. The firm operates through three specialized teams that combine research and customized portfolio construction to align with client risk tolerances and offers tailored services for complex estates, professional athletes, and governmental entities.

Nathanial Winklepleck is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with Donaldson Capital Management LLC since 2012. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to create income- and growth-oriented portfolios, serving a diverse client base that includes retirement-plan fiduciaries and institutional entities.

Andrew Denny is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been involved with Shepherd Financial Investment Advisory LLC since 2014 and has owned W. Andrew Denny & Company, Inc. since 2001. He is a founding partner and chief growth officer at Shepherd Financial, where he manages retirement plan consulting and individual wealth management operations. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with access to third-party managers and emphasizes fiduciary responsibility through its in-house Investment Management & Research team and proprietary mutual-fund screening process.

Amy Frizzell is a CFP®-certified financial advisor with 18 years of industry experience. She currently works at Forvis Mazars Wealth Advisors, LLC, having previously held roles at FORVIS Wealth Advisors, LLC and BKD Wealth Advisors, LLC. Outside of her advisory role, she serves as Chair of the Finance and Strategic Planning Committee for the Heroes Foundation in Indianapolis, overseeing their investment portfolio and budget process. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser that provides financial planning, investment management, retirement plan consulting, and family-office style services to individuals, families, institutions, and nonprofits. The firm manages approximately $12 billion in assets and integrates wealth management with tax and accounting services through its affiliation with Forvis Mazars, LLP.

Deborah Hanson is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. She holds Series 63 and Series 66 licenses and has 23 years of industry experience. Her prior work includes roles at BFC Planning, Inc. and Berthel Fisher and Company Financial Services, Inc. Deborah is also the owner of The Honey Jar, a honeybee farm in Lebanon, Indiana. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services mainly to individual and high-net-worth clients, managing approximately $906 million in client assets through a network of independent advisers. The firm offers a variety of investment platforms and strategies tailored to client needs, including discretionary and non-discretionary management and third-party money manager arrangements.

Holly Hynes is a financial advisor at Elevation Point Wealth Partners, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Merrill, Bank of America, and other financial firms. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser overseeing approximately $8.29 billion in assets and serving individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm utilizes a model portfolio investment approach with tactical asset allocation, incorporates third-party managers, and integrates insurance distribution and annuity servicing into its advisory services.

Noah Heim is a CFP® professional with three years of industry experience, currently affiliated with Valeo Financial Advisors, LLC. His prior work includes roles at Concorde General Agency, Great American Insurance Group, Kimball Electronics, and Indiana State University. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients by managing approximately $13 billion in assets through financial planning and portfolio management. The firm emphasizes strategic asset allocation, employs independent managers when appropriate, and maintains ongoing portfolio monitoring.

Kyle Erb is a CFP® with 15 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2007. He holds the Series 63 designation and is based in Carmel, IN. 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. The firm manages over $10 billion in client assets and offers specialized services including a scaled "Essentials" portfolio option and pro-bono planning for non-profits.