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.

Ty Lindenman is a CFP® affiliated with Forvis Mazars Wealth Advisors, LLC in Indianapolis, IN. He joined the firm in 2023 and has held previous roles at FORVIS Wealth Advisors, LLC and Kansas State University Recreation Services. Lindenman’s industry experience is recent, beginning in 2023. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, and consulting services, managing approximately $12 billion in assets with an investment approach guided by committee-approved portfolios and an integration of tax and accounting services through its parent company.

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.

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.

Thomas Mincy is a financial advisor at Ausdal Financial Partners, Inc. in Indianapolis, IN, holding a Series 66 designation with 18 years of industry experience. He has been with Ausdal Financial Partners since 2013. Outside of his advisory role, he is involved in insurance sales through Silver Birch Capital Advisors, dedicating limited time to this activity. 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 a range of investment strategies and custodial platforms.

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.

Bryan Richardson is a financial advisor at Consolidated Portfolio Review Corp with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Advisors Share Wealth Management, LLC and Ebh Securities, Inc. In addition to his advisory role, he is a self-employed insurance agent specializing in life and health insurance products. Consolidated Portfolio Review serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans by offering discretionary and non-discretionary managed accounts, financial planning, and access to third-party sub-advisors. The firm’s investment approaches include strategic asset allocation combined with fundamental and technical analysis, supporting both in-house model portfolios and independent advisors.

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.

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.

Brian Melvin is a CFP® with 22 years of industry experience and has been with United Capital Financial Advisors since 2015. He is licensed as an insurance agent for life, health, and annuity products through United Capital Risk Management. United Capital Financial Advisors provides comprehensive financial planning and investment management services nationwide, serving individual investors, corporations, retirement plans, and institutional clients. The firm employs discretionary portfolio management with asset-allocation models and offers customized solutions including ESG and faith-based preferences.

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.

Luke Lambeck is a CFP® professional with experience at Valeo Financial Advisors, LLC and Morgan Stanley. He has a background that includes teaching roles at Purdue University and Benton Central High School. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm uses a strategic asset-allocation framework with tactical adjustments and offers specialized services such as pro-bono planning and a subsidiary focused on due diligence for private fund sponsors.

Thomas Pence is a CFA® charterholder with 22 years of industry experience. He is currently with Sapient Capital LLC, where he has worked since 2023, having previously spent seven years at Stifel Nicolaus & Co Inc. Pence serves on the boards of the Eskenazi Health Foundation and the Indianapolis Museum of Art. He is also a consultant for Trade Secret Chocolates, advising on business planning and strategies. 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 that combines fundamental and technical analysis to build diversified portfolios and acts as an adviser and sponsor to private funds and registered ETFs.

Chad Reed is a CFP® professional with 19 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2005. He holds Series 63 and Series 65 licenses and is based in Carmel, Indiana. Valeo Financial Advisors is a registered investment adviser managing approximately $12.96 billion in client assets, serving individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes strategic asset allocation with tactical adjustments, uses independent managers as appropriate, and offers a range of service options including a lower-touch model portfolio called Valeo Essentials.