James Case is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 registrations and two years of industry experience. He has worked with Global Assets Advisory, LLC and International Assets Advisory, LLC since 2026 and has been involved in private equity through James A. Case - Private Equity since 2014. Prior to his current roles, he spent 16 years at Alacrity. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent representatives. The firm focuses on customized, long-term portfolio construction using various investment vehicles and may engage third-party money managers or wrap programs to implement strategies.

Alex Sylvester is a financial advisor with Capital Analysts in Carmel, IN, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. He previously worked at Lincoln Investment Planning and LPL Financial, each for seven years. Sylvester serves as President of the Marian University Alumni Association. Capital Analysts serves a diverse client base including individual and high‑net‑worth investors, employer‑sponsored retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm offers discretionary and non‑discretionary portfolio management using in-house investment models along with third‑party manager access, emphasizing fiduciary responsibility and a range of customizable portfolio options.

Peter Reist is a financial advisor at Oxford Financial Group, Ltd. with 23 years of industry experience. He holds the PFS™ and Series 65 designations and has been with Oxford Financial Group since 2010. In addition to his advisory role, Reist serves as a board member of the Indiana Repertory Theatre. 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 through a diversified, multi-team investment approach.

Amanda Oakley is a Certified Financial Planner® (CFP®) with 20 years of industry experience. She has worked at Invst, LLC since 2019 and was previously with Commonwealth Financial Network from 2015 to 2019. Outside of her advisory role, she is also a licensed notary. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting to individual and institutional clients. The firm manages approximately $1.565 billion in assets and employs a multi-disciplinary approach that includes fundamental, technical, and cyclical analysis to construct diversified portfolios.

John Wortman is a CFP® professional with 23 years of experience, currently serving at Valeo Financial Advisors, LLC since 2003. He holds Series 63 and Series 65 licenses and is based in Carmel, IN. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients, using a strategic asset-allocation framework that incorporates third-party research and alternative strategies. The firm manages over $10 billion in assets and operates subsidiary services including due diligence for private fund sponsors and charitable initiatives.

Scott Knust is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Mutual of Omaha and its investor services division since 2013. Outside of advising, Knust coaches pole vault for the University of Indianapolis track and field team. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through various managed account programs and financial planning offerings. The firm utilizes third-party money manager relationships and delivers managed solutions primarily via a platform relationship with Envestnet.

Nicholas Key is a financial professional with 11 years of industry experience, currently affiliated with AdvisorNet Wealth Partners. He holds Series 63 and Series 65 credentials and has worked at firms including Cetera and FSA Advisors. Outside his advisory roles, he also sells fixed insurance products such as life, health, annuities, and long-term care insurance. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement consulting to individuals, trusts, corporations, and qualified plans. The firm offers both discretionary and non-discretionary management, utilizing diversified portfolios that include equities, fixed income, mutual funds, and ETFs, and incorporates both internal and external managers to meet client objectives.

Jacob Valdick is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC in Carmel, IN. His prior experience includes roles at Windsor Wealth Management, Anthem, and Foster Pike & Associates. 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 independent managers. The firm manages approximately $10.64 billion in client assets and offers services including a scaled Essentials service and pro-bono planning for non-profits.

Daniel Meier is a financial advisor with Capital Analysts in Carmel, Indiana, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. His prior roles include positions at Lincoln Investment, Cetera Advisors LLC, and First Allied Advisory Services. In addition to his advisory work, he provides retirement plan consulting and insurance services through Shepherd Financial. Capital Analysts serves a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm combines discretionary and non-discretionary portfolio management with a proprietary mutual fund screening process and offers services through a network of independent advisors with varied outside business activities.

Jonathon Shurtz is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 66 credential and bringing 10 years of industry experience. He previously worked at Bank of America, N.A. and Merrill for 11 years. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets across 53 advisors. The firm serves a range of clients, including individuals, retirement plans, trusts, estates, and corporations, using model portfolios and tactical asset allocation with a mix of mutual funds, ETFs, and alternative investments.

Grace Evans is a CFP® at Valeo Financial Advisors, LLC with two years of industry experience. She previously worked at KPMG and has a background that includes extended periods as a student. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients, managing approximately $13 billion in assets through comprehensive financial planning and portfolio management. The firm emphasizes strategic asset allocation with tactical adjustments, uses independent managers when appropriate, and incorporates research from providers such as Fidelity and Morningstar.

William Logan is a CFP® professional with eight years of experience in financial advising, currently serving at Valeo Financial Advisors, LLC since 2016. He is based in Carmel, IN. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients using a strategic asset-allocation framework with tactical adjustments. The firm manages over $10 billion in assets and offers additional services through its subsidiary TwoPointO, which provides due diligence and investor-relations support to private fund sponsors.

John Michel III is a financial advisor with Advisory Services Network who holds Series 63, Series 65, and Series 66 licenses and has 25 years of industry experience. His prior roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors, where he worked for a combined 21 years. Advisory Services Network is a multi-team firm that provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent investment adviser representatives. The firm offers a range of discretionary and non-discretionary portfolio management and consulting services tailored to clients’ objectives and risk tolerances.

Dexter Mccormick is a financial advisor at Alphastar Capital Management with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at multiple firms, including M. S. Howells & Co and TLG Advisors Inc. Outside of his advisory roles, he manages farmland operations through partnerships in property management and serves as CEO of an insurance marketing organization. Alphastar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches through proprietary model portfolios and advisor-directed models, utilizing various asset types and third-party portfolio construction tools.

Shaun Williams is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. His prior experience includes roles at ICONIQ Capital, Parkview Asset Management, and Charles Schwab. Outside of his advisory work, he operates an e-commerce business reselling household goods through online platforms. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients, managing approximately $13 billion in assets. The firm focuses on strategic asset allocation with tactical adjustments and uses independent managers and third-party research to support portfolio management.

Robert Ramsey III is a CFA® charterholder with five years of industry experience, currently serving at Oxford Financial Group, LTD since 2021. His prior roles include positions at Pendyne Capital LLC and the Indiana Public Retirement System. Outside of his advisory work, he holds leadership roles in several non-investment businesses, including CEO and secretary positions at Baseline Fitness, LLC and related entities, and serves on the boards of the Indianapolis Symphony Orchestra Foundation and multiple private companies. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients, offering family office services, CIO-led portfolio construction, and access to private market and alternative investments. The firm emphasizes asset allocation, diversification, and written Investment Policy Statements, providing both discretionary and non-discretionary management alongside private pooled vehicles and direct-investment programs.

Cheryl Ackerman is a financial advisor at Goelzer Investment Management with eight years of industry experience. She holds a Series 65 designation and previously worked at Proteus, LLC and Rgp. Goelzer Investment Management serves private and institutional clients, offering investment advisory, asset management, consulting, and financial planning services. The firm’s team-based approach integrates proprietary research and customized portfolio construction to meet client risk tolerances and long-term return objectives.

Ali Hakim is a CFP® professional at Valeo Financial Advisors, LLC with one year of industry experience. Prior to joining Valeo, he worked at Wabash College and Michigan City High School. Valeo Financial Advisors provides financial planning and investment management to individuals, families, and institutional clients, employing a strategic asset-allocation framework with tactical adjustments and access to independent managers and alternative strategies. The firm manages over $10 billion in assets and offers specialized services including a subsidiary focused on private fund due diligence and pro-bono planning for nonprofits.

Joanna Habegger is a financial advisor at Prosperity Capital Advisors with 11 years of industry experience. She holds a Series 66 designation and has worked with several firms including Silver Oak Securities, Financial Resource Advisors, and currently Outsourced General Counsel, where she provides administrative support unrelated to investment services. Outside of her advisory role, Ms. Habegger is a licensed insurance agent and owns Invite Wealth Management, which operates her advisory and insurance business. Prosperity Capital Advisors offers financial planning, consulting, and discretionary investment management to a diverse client base including individuals, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing a range of mutual funds, ETFs, and alternative strategies, and provides institutional and sub-advisory services along with trustee and charitable account services.

William Matthiessen is a Series 65 licensed advisor with Sapient Capital LLC, based in Indianapolis, IN, and has one year of industry experience. Prior to joining Sapient Capital, he held roles at Commonwealth Impact Investing, SportsRecruits, and the Pittsburgh Pirates. 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 long-term investment strategy combining fundamental and technical analysis to manage diversified portfolios and also acts as an adviser and sponsor to private funds and registered ETFs.