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.

Ryan Watson is a financial advisor at Archer Investment Corporation in Carmel, Indiana, holding a Series 65 designation with 13 years of industry experience. He has been with Archer Investment Corporation since 2012 and also operates Watson CPA LLC, a separate CPA practice established in 2007. 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 funds. The firm employs a process that begins with a comprehensive financial assessment to construct diversified portfolios, offering both discretionary management and model-driven programs.

Dylan Brooks is a CFP® with six years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. His prior experience includes roles at LPL Financial, Field and Main Bank, and Northwestern Mutual. Brooks is also involved in trust client relationship management through Field and Main Wealth Management. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients, employing a strategic asset-allocation approach with tactical adjustments and access to independent managers and alternative strategies. The firm manages over $10 billion in assets and offers specialized services including pro-bono planning and a subsidiary focused on private fund due diligence.

Tyler Hockett is a CFP® professional with nine years of experience in financial advising. He has been with Valeo Financial Advisors, LLC since 2014. 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 a range of investment options, including independent managers and alternative strategies.

Umesh Nathani is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Goelzer Investment Management since 2020. His prior experience includes roles at Oberweis Securities, Inc., M HOLDINGS SECURITIES, Inc., and Cozad Asset Management. Goelzer Investment Management advises private and institutional clients, including individuals, families, foundations, pension plans, and nonprofit organizations, providing a range of services such as investment advisory, asset management, consulting, and financial planning. The firm operates through three specialized teams that combine proprietary research and customized portfolio construction to meet long-term return objectives aligned with client risk tolerances.

Robert Webb is a CFA® charterholder and financial advisor with Oxford Financial Group, Ltd in Carmel, IN, where he has worked since 2021. He has 5 years of industry experience and previously spent 18 years at State Farm. Webb serves on Limited Partner Advisory Committees for certain underlying investment funds as part of his role at Oxford Financial Group, without compensation. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held business owners. The firm provides family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments, employing a diversified approach across public and alternative asset classes.

Eric Martz is a financial advisor at IP Financial Advisory Services LLC with seven years of industry experience. He holds Series 65 and Series 66 licenses and has been involved with Martz Solutions Group, a business consulting practice he solely owns. Additionally, he works as an independent regional wholesaler. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm emphasizes non-high-net-worth investors and retirement plan participants, offering personalized portfolio construction and a range of analytical and consulting services.

Lane Stamper is a financial advisor with Maia Wealth in Indianapolis, IN, holding a Series 66 designation and six years of industry experience. He previously worked at firms including JPMorgan Chase Bank and JPMorgan Securities. Outside of advising, he is also licensed as a non-investment related insurance agent. Maia Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach with periodic portfolio rebalancing and coordination with third-party tax and estate specialists.

Felipe Baeza Correa is a financial advisor at Gradient Investments, LLC in Indianapolis, IN, holding a Series 65 designation with two years of industry experience. He has worked with several firms including Civitas Financial LLC, Integrity Alliance, LLC, and Caris Financial Holdings, where he also serves as a finance manager focusing on financial forecasting and analytics. Additionally, he owns Baeza Financial Solutions, LLC, providing personal accounting consulting services. Gradient Investments, LLC offers discretionary investment management to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a proprietary investment framework and manages a wide range of portfolios, emphasizing a referral-driven distribution model and fee-only management.

Charles Penola is a CFP® with six years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2021. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, and Nationwide Advisory Solutions. 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 alternative strategies. The firm manages over $10 billion in client assets and offers services such as pro-bono planning and investor-relations support through its subsidiaries.

David Thyen is a Series 65–licensed advisor with six years of industry experience, currently serving at Larson Financial Group, LLC since 2022. His prior roles include positions at Midwest Wealth Management Inc., Valeo Financial Advisors, Fifth Third Trading Center, and Kimball Electronics. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm utilizes a combination of model portfolios and custom discretionary programs employing both strategic and tactical approaches, supported by AI-assisted research tools alongside human review.

Kory Fay is a CFP® and Series 65-licensed advisor with 10 years of industry experience, currently with Goelzer Investment Management where he has worked since 2019. His prior roles include positions at Change Path LLC, Preservation Wealth Advisors LLC, and EDU. Wealth Advisors LLC. He is a licensed insurance agent though not actively seeking additional business in that area. Goelzer Investment Management serves private and institutional clients, including high-net-worth families, foundations, and governmental entities, providing investment advisory, asset management, consulting, and financial planning services. The firm organizes its work across three specialized teams and offers tailored solutions such as an OCIO role for institutional clients and a Private Office for complex estates.

Kevin Mcdougall is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, with 15 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors from 2013 to the present. Thurston Springer Advisors serves individuals, corporations, retirement plans, foundations, endowments, estates, and trusts, providing financial planning, estate-planning facilitation, portfolio management, and fiduciary services. The firm offers a range of discretionary and non-discretionary investment programs and employs various investment strategies, including tactical momentum and earnings momentum approaches.

Timothy Wittenbrook is a CFP® with 11 years of industry experience, currently serving at Oxford Financial Group, Ltd since 2014. He holds a Series 63 license and is based in Carmel, Indiana. Oxford Financial Group, Ltd. 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, employing a diversified approach across public and alternative asset classes.

James Titak is a financial advisor with Thurston Springer Advisors in Indianapolis, holding a Series 63 designation and totaling 45 years of industry experience. His career includes over three decades at Thurston, Springer, Miller, Herd & Titak, Inc., as well as a recent role at T.S. Phillips Investments Inc. Outside of his advisory work, he is involved as a consultant with ROBOVISE, LLC, an online financial advisory firm. Thurston Springer Advisors serves a diverse client base, including individuals, corporations, retirement plans, and trusts, providing tailored financial planning, portfolio management, and fiduciary services. The firm employs a range of investment strategies from buy-and-hold to active momentum approaches, operating within a multi-team structure that includes affiliated broker-dealer and insurance entities.

Joseph Mitchell is a financial advisor with Oxford Financial Group, Ltd., holding CFP® and CFA® designations and bringing 16 years of industry experience. His prior experience includes roles at Bessemer Trust, Cresset Asset Management, LLC, and Berman Capital Advisors, LLC. 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 and manager-of-managers solutions, emphasizing diversified asset allocation and customized investment solutions.

Davis Odom is a CFP® professional with four years of experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. His prior work includes roles at Ball State University, Zimmer Biomet, Milestone Contractors LP, Kroger, and Morristown High School. 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 incorporates third-party research and alternative strategies, managing approximately $10.64 billion in assets.

Colton Romine is a CFP® professional with three years of industry experience, currently with Valeo Financial Advisors, LLC. His work history includes a variety of roles across different industries prior to joining Valeo full time in 2022. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate/business clients, managing approximately $13 billion in assets. The firm focuses on strategic asset allocation combined with tactical adjustments and uses independent managers and third-party research in portfolio management.