Katie Smith is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2014. She is based in Carmel, IN. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients, utilizing a strategic asset-allocation framework with tactical adjustments and access to independent managers and alternative strategies. The firm manages over $10 billion in client assets and offers specialized services including pro-bono planning for nonprofits and investor-relations support through its subsidiary, TwoPointO.

Raymond Surenkamp is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC. His prior roles include positions at Sage Advisors, LLC and Goldman Sachs Personal Financial Management. He is also a licensed insurance agent for life, health, and annuity products. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base that includes individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, utilizing a combination of centrally managed models and locally managed portfolios across a broad range of investment vehicles.

Samuel Julian is a financial advisor with Ausdal Financial Partners, Inc. in Carmel, IN, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Ausdal Financial Partners since 2013. In addition to his advisory role, he is involved in the sale of insurance products. 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 about 152 advisors. The firm provides investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering both discretionary and non-discretionary investment strategies across a range of asset classes.

Elizabeth Chand is a financial advisor at Sapient Capital LLC in Indianapolis, IN, with six years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and New York Life. 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 across various asset classes.

Tania De Vries is a financial advisor at Oxford Financial Group, Ltd with one year of industry experience. She holds a Series 65 designation and has prior experience at Innovia Wealth, PNC Bank, and Huntington National Bank. Outside of her advisory role, she serves on advisory committees for nonprofit organizations including The Legal Assistance Center of West Michigan and Guiding Light Ministries, and she is a licensed attorney involved in estate planning. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, and institutional clients, providing family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative assets and manages a large asset base with both discretionary and non-discretionary arrangements.

Matthew Tully is a financial advisor at Larson Financial Group, LLC with 33 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Larson Financial Group in 2022, he worked at Midwest Wealth Management Inc., Catalyst Capital Advisors LLC, Catalyst Mutuals Fund Distributors LLC, and Maximum Impact Partners. Outside of his advisory work, he serves as an elder on the board of Leavener Ministry, a nonprofit organization focused on church activities and community disaster relief. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting services to individuals, trusts, corporations, nonprofits, and pension plans, with a particular focus on serving doctors and related businesses. The firm employs both strategic and tactical investment approaches, including model portfolios, custom discretionary programs, and third-party money manager recommendations, supported by AI-assisted research and documentation tools.

Joshua Ernest is a financial advisor with Savvy in Carmel, IN, holding a Series 65 credential. He has one year of industry experience, joining Savvy in 2026 after previous roles in financial solutions and other industries. Savvy serves individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations with customized investment and financial planning services. The firm employs a primarily index-based, long-term approach supplemented by active equity and tax-aware strategies, integrating third-party sub-advisers and technology platforms.

Robert Tuckfield is a CFP® professional with three years of experience in the financial services industry. He has been with Valeo Financial Advisors, LLC since 2021 and is also the COO and owner of Tuckfield Brothers, LLC DBA Kmbara, a data science consulting firm unrelated to financial services. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients with comprehensive financial planning and portfolio management. The firm employs a strategic asset allocation approach with tactical adjustments and utilizes independent managers and third-party research sources in its investment process.

Susan Jann is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Goelzer Investment Management since 2016. She holds the Series 63 and Series 66 designations and is based in Carmel, Indiana. Goelzer Investment Management provides investment advisory and asset management services to private and institutional clients, including high-net-worth families, foundations, pension plans, and nonprofit organizations. The firm combines proprietary research and customized portfolio construction across three specialized teams to pursue long-term total-return objectives aligned with client risk tolerances.

Nicholas Parr is a Series 66-registered financial advisor with Founders Financial Securities LLC, based in Fishers, IN, and has two years of industry experience. Prior to joining Founders Financial Securities in 2023, he worked at Tesla, Inc. for six years and Autocar, LLC for one year. He is also involved with Magis Wealth Leadership, engaging in financial planning, investment management, and fixed insurance and annuities. Founders Financial Securities provides advisory services to individuals, retirement plans, trusts, and corporate clients, managing approximately $4.1 billion in client assets. The firm offers diverse platforms and services, including managed portfolios, fee-based variable annuities, and specialty consulting such as 1031 exchanges, with investment adviser representatives delivering customized portfolio management and fiduciary support.

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.

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.

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.

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.