Ronald Leblanc is a financial advisor with Sapient Capital LLC in Indianapolis, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Stifel Nicolaus & Co., Inc., LPL Financial, WWK Advisors, and American Funds Distributors, Inc. Outside of advising, he is a partner at Wine Cellars Limited, a business focused on designing and selling wine racking systems. 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 process combining fundamental and technical analysis to build diversified portfolios and acts as a fiduciary for retirement accounts.

Jeffrey Sharp is a financial advisor with Capital Analysts in Carmel, IN, holding Series 63 and 66 licenses and possessing 16 years of industry experience. He has worked at Lincoln Investment and Shepherd Financial since 2015. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management with a proprietary mutual fund screening process and differentiates client agreements by varying levels of discretionary authority.

Mark Matkovic is a CFP® professional with over 33 years of experience in financial planning and investment advisory services. He is currently with Avantax Planning Partners, Inc. and has held roles within various Avantax entities and Cetera since 1992. Outside of advising, he owns Matkovic Financial Group, a tax preparation and accounting practice in Indianapolis. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses style allocation models overseen by an investment advisory committee and delivers services primarily through a network of CPA firms and registered Advisor Representatives.

Erin Goodrich is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Capital Analysts since 2021. Prior to this, she worked at Schwab Private Client Investment Advisory, Inc. and Charles Schwab from 2011 to 2021. Goodrich is also a senior wealth advisor at Shepherd Financial, LLC, where she provides retirement plan consulting and individual wealth management services. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and utilizes a proprietary mutual fund screening process, providing both model and custom portfolios alongside access to third-party managers.

Heath Lange is a CFP® professional with five years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2019. Based in Carmel, IN, his background includes nine years as a student prior to entering the financial advisory field. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm employs a strategic asset-allocation framework with tactical adjustments and offers services ranging from model portfolios to pro-bono planning for nonprofits.

Andrew Tellitocci is a CFP® with eight years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2019. His prior experience includes roles at First Financial Wealth Management, Raymond James Financial Services, Mainsource Bank, Follett's Black & Gold Mine, and Purdue University. Valeo Financial Advisors is a registered investment adviser managing approximately $13 billion in assets for individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm focuses on strategic asset allocation with tactical adjustments, employs independent managers when appropriate, and utilizes research from providers like Fidelity and Morningstar.

Michael Phillips is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Valeo Financial Advisors, LLC in Carmel, IN since 2014. Outside of his advisory role, he serves as Chairman of the Board for Micromatic, LLC. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm employs a strategic asset-allocation framework with tactical adjustments and incorporates third-party research and alternative strategies, managing over $10 billion in client assets.

Jason Hutchins is a financial advisor at CreativeOne Wealth, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at CreativeOne Wealth (formerly Change Path, LLC) since 2019. Prior to that, he was with Global Financial Private Capital, LLC for five years. Hutchins also owns Guardian Wells Financial, where he is involved in life insurance and annuity sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based core models, third-party managers, and option-based strategies, employing quantitative, fundamental, and modern portfolio theory in its investment approach.

Richard Bousum II is a financial advisor with StoneX Advisors Inc. and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, including roles at StoneX Securities Inc. since 2014. Outside of his advisory work, Bousum provides IT consulting services through RSNetworking and acts as an independent agent for life insurance and Medicare supplement plans. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA consulting. The firm offers a range of investment solutions through independent advisors and an in-house Private Client Group, utilizing proprietary models and third-party managers.

Edward Murphy is a financial advisor with Sapient Capital LLC in Indianapolis, holding a Series 65 designation and one year of industry experience. Prior to joining Sapient Capital, he worked at Orange Grove Bio LLC and Eli Lilly and Company. 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 while offering both discretionary and non-discretionary portfolio management.

Ethan Aguilar is a financial advisor at Invst, LLC in Indianapolis, holding a Series 65 credential. He has been with Invst since 2024 and is early in his professional career following his studies at Ball State University. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting 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 with a team of 33 advisors and employs a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios.

Thomas Faulconer IV is a CFP® professional with 24 years of industry experience, currently serving at Archer Investment Corporation since 2019. He previously worked at Money Concepts Capital Corp and has been affiliated with Butler University since 2011. Outside of his advisory role, he provides legal and consulting services related to estate planning and business documents and serves on the advisory board of Voldico Insurance LLC. Archer Investment Corporation offers investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm provides comprehensive financial assessments and portfolio management, utilizing diversified allocations across various asset classes and offers both hands-on and model-driven management approaches.

Nick Frey is a CFP® professional with four years of experience at Valeo Financial Advisors, LLC. Prior to joining Valeo, he held positions at First Merchants Bank and worked in education and the food service industry. Valeo Financial Advisors offers comprehensive financial planning and investment management to individuals, families, and institutional clients, employing a strategic asset-allocation framework with tactical adjustments and incorporating third-party research and alternative strategies. The firm manages over $10 billion in assets and provides specialized services such as due diligence and investor relations through its subsidiary, TwoPointO.

Quinn Teague is a financial advisor at Strategic Wealth Investment Group, LLC with six years of experience in the industry. He holds Series 63 and Series 65 designations. His prior experience includes roles at Equitable Advisors and Meijer. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm utilizes both internally developed and third-party model portfolios, combining various investment analysis methods and offering access to private placements for accredited investors.

Michelle Reichert is a CFP®-certified financial advisor with three years of industry experience. She has worked at Oxford Financial Group, LTD since 2008, with a three-year period at Fifth Third Bank from 2019 to 2022. Reichert holds a Series 63 designation and is based in Carmel, IN. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, chief investment officer support, and fiduciary functions. The firm emphasizes asset allocation, diversification across public and private markets, and offers both discretionary and non-discretionary management, along with access to private market investments through affiliated private-investment platforms.

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 CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Valeo Financial Advisors, LLC since 2004. 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 offers specialized services including pro-bono planning and access to alternative investment strategies.

Evan Melching is a financial advisor at Savvy with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and OneMain Financial. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a parent technology platform and external sub-advisers.

Kurt Weiper is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Indianapolis, IN, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with LaSalle St. entities since 2008, serving at LaSalle St. Investment Advisors since 2013. Outside of his advisory role, he is involved in community and nonprofit activities, including serving on the finance committee of his daughter’s school and participating in the gift committee of Mission Haiti Medical. 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 a variety of investment strategies across multiple asset classes, managing both non-discretionary and discretionary accounts, and is notable for its predominance of non-discretionary assets and use of fee-sharing and co-advisor arrangements.

Jon Stucker is a financial advisor at Thurston Springer Advisors with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the Thurston Springer Miller Herd & Titak entity since 2016. Beyond his advisory role, Stucker serves on the boards of several nonprofit and business organizations, including Delta Alpha of Alpha Tau Omega, Vinculum, Civic Theatre, and is involved with multiple business ventures such as Parkahead, LLC and several restaurant groups. 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 various investment strategies including Tactical Momentum and Earnings Momentum, utilizing both discretionary and non-discretionary account management approaches.