Jeffrey Thomasson is a CFP® professional with 26 years of industry experience, currently serving at Oxford Financial Group, LTD since 1984. He holds the Series 63 designation and is based in Carmel, IN. Thomasson is involved in several nonprofit and operational boards, including serving as chairman of the board for Baseline Fitness Holdings LLC and holding leadership roles with multiple family foundations. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, CIO-led portfolio management, and fiduciary support. The firm emphasizes asset allocation, diversification across public and private markets, and written Investment Policy Statements while offering both discretionary and non-discretionary management.

Jon Short is a CFP® professional with 26 years of experience in the financial services industry. He has worked at The Huntington Investment Company since 2009 and also spent time at Ameriprise Financial Services, LLC. Outside of his advisory role, he serves on the board of the Enis Furley Foundation, a nonprofit organization assisting families facing illness and hardship. The Huntington Investment Company serves individuals, charitable organizations, and businesses with advisory and brokerage services, utilizing an open-architecture investment approach that includes third-party sub-managers and proprietary models through its Private Bank.

Lindsey Weber is a CFP® and holds a Series 65 license, with 11 years of industry experience. She has worked at Focus Partners Wealth, LLC since 2025 and previously held roles at The Colony Group, LLC and Buckingham Asset Management. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment strategy using a combination of fundamental and quantitative analysis, integrating public equities, fixed income, alternatives, and options-based strategies.

Michael Longley is a Series 66 licensed financial advisor with Sanctuary Advisors, LLC, based in Indianapolis, IN. He has 17 years of industry experience and has worked at Merrill since 2010. He serves as a board member for Six Degrees Wealth and G Squared Private Wealth, two partner firms affiliated with Sanctuary Advisors, where his duties include voting on significant financial decisions and acquisitions. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through a variety of account types and uses multiple sub-advisors and third-party platforms to implement strategies, supported by a large network of independent advisors and affiliated broker-dealer operations.

Lana Stanford is a financial advisor at Valic Financial Advisors with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Valic Financial Advisors since 2014. In addition to her advisory role, she is an agent for Agia, where she works with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Christopher Smail is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Gwfs Equities, Inc. since 2016. Outside of his advisory role, he has been a freelance musician for over 25 years, performing and recording as a singer and guitarist. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders, delivering services through an integrated platform aligned with Empower’s recordkeeping and administrative systems.

Daniel Kurowski is a financial advisor with PNC Wealth Management in Carmel, Indiana. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 12 years with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment to guide investment strategy selection. The firm employs mutual funds and ETFs managed by PNC or third-party strategists, with portfolio implementation and proxy voting delegated to external providers.

Jennifer Lane is a financial advisor with Eagle Strategies (NY Life) based in Indianapolis, IN, holding a Series 66 designation and 12 years of industry experience. She has been with Eagle Strategies since 2018 and has prior experience at NYLIFE Securities LLC and New York Life Insurance Company dating back to 2008. Outside of her advisory work, she volunteers at Westfield Sheds, assisting customers with product information and purchase decisions. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services primarily through non-discretionary asset management and tailored recommendations aligned with client objectives and plan sponsor criteria.

Hayden Orr is a financial advisor at VALIC Financial Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at VALIC Financial Advisors since 2015. In addition to his advisory role, he is an agent for non-securities insurance products with Agia. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Andrew Collins is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC, where he has been since 2024, following roles at Buckingham Strategic Wealth, LLC, The Leaders Group, Inc., and Capitas Financial, Inc. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, providing a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with third-party managers and various investment strategies.

Cole Mc Carter is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He previously worked at Spectrum Wealth Management and Aviation Tax Consultants. Focus Partners Wealth serves a diverse group of clients including individuals, high-net-worth families, corporate and institutional clients, providing investment management, financial counseling, family office and retirement plan services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of fundamental and quantitative analysis, third-party managers, and a variety of investment strategies.

Paul Taylor is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PNC Investments and several companies outside the financial sector. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Samuel Katuzienski is a CFP® with five years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. His prior work includes positions at Buckingham Strategic Wealth, LLC, Northwestern Mutual Investment Services LLC, Charles Schwab, and Fifth Third Bank. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, providing investment management, financial counseling, family office services, and retirement plan fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of fundamental and quantitative analysis combined with third-party managers and offers a range of public and alternative investment strategies.

Sean Grannan is a financial advisor with Principal Financial Services in Indianapolis, holding Series 65 and Series 63 licenses and possessing 10 years of industry experience. He previously worked at Centennial Group for six years and has been with Principal Securities and Principal Life Insurance since 2016. Outside of his advisory role, he is president of Grannan Wealth Management LLC, an entity established for tax purposes. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various investment adviser and promoter arrangements.

James Leach is a CFA® charterholder and holds a Series 65 license, with 10 years of experience in the financial services industry. He is currently with Corient in Indianapolis, IN, where he has worked since 2023. Prior to joining Corient, he was employed at Windsor Wealth Management and Invesco. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates individual security strategies, third-party manager solutions, and advanced risk management tools to align portfolios with client objectives.

Jonathan Cracraft is a financial advisor at C.H. Douglas & Gray Wealth Management in Indianapolis, IN, with 13 years of industry experience. He holds the Series 66 designation and has been with the firm since 2014. Outside of advising, he is noted as a father since 2026. C.H. Douglas & Gray Wealth Management provides asset management, comprehensive financial planning, and estate-planning services to individuals, households, trusts, corporations, and retirement plans. The firm manages approximately $187.2 million in assets, emphasizing long-term, diversified portfolios aligned with client risk tolerance and employing equity index funds and ETFs as core holdings.

Basil Anas is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with Commonwealth since 1995. Outside of his advisory role, he is also engaged in photography. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs and support services. The firm offers discretionary portfolio management, third-party asset manager access, and various program structures designed to meet diverse client needs.

Ryan Brown is a financial advisor at Valic Financial Advisors in Carmel, IN, with 17 years of industry experience. He holds a Series 66 designation and has worked at Valic Financial Advisors since 2008, also holding a position at Agia since 2022. Outside of his advisory role, Brown serves on the board of directors for John Brown & Sons Farm, a family-owned agricultural business. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Adam Cloyd is a financial advisor at &PARTNERS with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he holds ownership interests in several investment-related businesses including Brookside Wealth Advisors LLC and ACNC S Corp. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both advisory and brokerage services, utilizing proprietary and third-party investment models through platforms such as Envestnet, and provides a range of services including financial planning, ERISA consulting, retirement plan management, and investment banking.

Michael Mcgee is a financial advisor with GWN Securities Inc. in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been associated with GWN Securities since 2008 and is also involved with Midwest Deferred Compensation Specialists, LLC and Mcgee Financial Services, Inc. Outside of his advisory roles, Mcgee is a licensed insurance sales agent specializing in life insurance, annuities, health, and long-term care products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth investors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, delivering advice primarily through a range of managed-account programs and model portfolios on the Fidelity-supported FMAX platform.