Ted Christofolis is a CFP® professional with 26 years of experience in the financial services industry. He has worked at Valeo Financial Advisors, LLC since 2012 and previously spent time at Stancorp Investment Advisers, Inc. He is also involved with Redwood Accounting Services, where he has been active since 1990. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $12.96 billion with 108 advisors and over 3,000 clients. The firm offers comprehensive financial planning and individualized portfolio management to both retail and institutional clients, employing a strategic asset allocation approach with tactical adjustments and reliance on third-party research.

Regan Clark is a CFP® professional at Valeo Financial Advisors, LLC with 5 years of industry experience. He has been with Valeo Financial Advisors since 2019. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion and serving retail, high-net-worth, and institutional clients. The firm emphasizes strategic asset allocation with tactical adjustments, uses third-party research and independent managers, and offers specialized services including advisory roles for private investment funds and pro-bono planning for nonprofit clients.

James Mlott is a financial advisor at Thurston Springer Advisors in Indianapolis, Indiana, with 41 years of industry experience. He holds a Series 63 designation and has worked at Thurston Springer since 2009, with prior experience at Wells Fargo Clearing and A. G. Edwards & Sons. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, utilizing both buy-and-hold and active investment strategies tailored to client goals.

Joshua Shneyderov is a financial advisor with Sapient Capital LLC in Indianapolis, IN, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Stifel, OREC Securities, LLC, and Hutchinson, Shockey, Erley & Co. Outside of his advisory work, he serves as a football official for middle school and high school games. 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.

Stephen Schug is a financial advisor with ON Investment Management Company, holding a Series 63 designation and bringing 40 years of industry experience. His prior roles include positions at Ohio National Financial Services, The O.N. Equity Sales Company, Lincoln Investment, and Capital Analysts, Incorporated. Outside of his advisory work, he serves as Treasurer for the United Methodist Mens Group and President of Main Street Pendleton, a local historic preservation organization. ON Investment Management Company is a SEC-registered adviser offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides comprehensive and modular financial plans and access to various third-party investment programs, operating under a dual-registration model with both discretionary and non-discretionary client accounts.

Dylan Hamerin is a financial advisor with Sapient Capital LLC in Indianapolis, holding a Series 65 designation and beginning his advisory career in 2022. He previously worked at Fi3 Financial Advisors, LLC for four years and has experience coaching high school tennis. Sapient Capital provides wealth management, financial planning, and family office services to individuals, high-net-worth families, trusts, and foundations. The firm employs a long-term investment approach combining fundamental and technical analysis, and it also acts as an adviser and sponsor to private funds and registered ETFs.

Andrew Brown is a CFP® with 14 years of experience in the financial industry, currently serving as an advisor at Valeo Financial Advisors, LLC since 2015. In addition to his financial advisory role, he has been involved in judging gymnastics competitions since 2003. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion, providing comprehensive financial planning and portfolio management services to both retail and institutional clients. The firm employs a strategic asset allocation process with tactical adjustments and offers specialized services including advising private investment funds.

Harrison Mc Dougal is a financial advisor at Elevation Point Wealth Partners, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at Bank of America, Merrill, and The Leaders Group, Inc. Outside of financial services, he serves as a high school football official for the Indiana High School Athletic Association. Elevation Point Wealth Partners provides investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs a blended strategic and tactical asset allocation approach across various investment vehicles and offers alternatives and technology-enabled services within its portfolio management programs.

Geoff Beck is a Certified Financial Planner (CFP®) with Valeo Financial Advisors, LLC in Carmel, IN. He has seven years of industry experience and has worked at Valeo since 2017. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $12.96 billion and serving over 3,000 clients. The firm offers comprehensive financial planning and personalized portfolio management for retail and institutional clients, employing a strategic asset allocation approach with tactical adjustments and third-party research.

David Page is a CFP® professional with 11 years of industry experience. He has been with Valeo Financial Advisors, LLC since 2014. Valeo Financial Advisors is a multi-team SEC-registered advisory firm managing approximately $13 billion for over 3,000 clients. The firm serves both retail and institutional clients, offering comprehensive financial planning and portfolio management with an emphasis on strategic asset allocation, third-party research, and independent managers.

James Wright is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Oxford Financial Group, Ltd. since 2014. He holds Series 63 and Series 66 licenses. Outside of finance, he is involved in small business ownership, managing several non-investment-related ventures including Silver Creek Shop. Oxford Financial Group serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and chief investment officer services, fiduciary trust administration, and access to private market investments through a multi-team approach emphasizing diversified asset allocation across public and alternative asset classes.

Adam Kenworthy is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Indianapolis, IN, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with LaSalle St. Investment Advisors since 2012 and has worked at LaSalle St. Securities since 2008. Outside of his advisory role, he provides consulting advice through SK Consultant, LLC. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment programs with a focus on asset-allocation models using mutual funds, ETFs, equities, fixed income, and options.

Brian Rosswurm is a CFP® with 12 years of industry experience and has been with Valeo Financial Advisors, LLC since 2012. He holds a Series 63 license and is based in Carmel, IN. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion with 108 advisors. The firm offers comprehensive financial planning and portfolio management to retail, high-net-worth, and institutional clients, utilizing a strategic asset allocation approach supported by third-party research and independent managers.

Katelyn Turcheck is a CFP® professional at Valeo Financial Advisors, LLC with seven years of industry experience. She has previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., Morgan Stanley, and spent time outside finance with the Kokomo Jackrabbits and Finishline. Valeo Financial Advisors is a multi-team SEC-registered advisory firm managing approximately $13 billion for over 3,000 clients. The firm offers comprehensive financial planning and tailored portfolio management for both retail and institutional clients, using a strategic asset allocation approach supported by third-party research and incorporating specialized services such as portfolio management for private investment funds.

John Vanier III is a CFP® professional at Sapient Capital LLC with eight years of industry experience. Prior to joining Sapient Capital in 2023, he worked at Stifel and Charles Schwab. He also spent four years at Purdue University early in his career. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and investment vehicles. The firm combines fundamental and technical analysis to build diversified portfolios across various asset classes and serves as an adviser and sponsor to private funds as well as a sub-advisor to registered ETFs.

Brent Williams is a CFP® professional with seven years of industry experience, currently serving as an advisor at Valeo Financial Advisors, LLC since 2017. Prior to joining Valeo, he worked at Ernst & Young for two years. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion across 108 advisors and over 3,000 clients. The firm offers comprehensive financial planning and portfolio management for retail, high-net-worth, and institutional clients, utilizing a strategic asset allocation approach supported by third-party research and independent managers.

Kathleen O’marro is a financial advisor at Sapient Capital LLC with 10 years of industry experience. She holds a Series 66 designation and previously worked at Stifel, Nicolaus & Co., Inc. for 14 years before joining Sapient Capital. 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 uses a long-term investment approach combining fundamental and technical analysis to build diversified portfolios and offers discretionary and non-discretionary portfolio management as well as family office coordination and sub-advisory services.

John Peluso Jr. is a financial advisor with Thurston Springer Advisors in Indianapolis, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior experience includes roles at Wells Fargo Advisors, First Clearing, LLC, and Wells Fargo Clearing. He is also a Partner at Thurston Capital, the parent company of several affiliated broker-dealers and registered investment advisers. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing both fundamental and technical investment analysis alongside discretionary and tailored account management.

David Gilliland is a CFP®-designated financial advisor with nine years of industry experience. He has worked at Valeo Financial Advisors, LLC since 2019 and previously held positions at Merrill, Bank of America, and Indiana University. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion, serving retail, high-net-worth, and institutional clients with comprehensive financial planning and portfolio management. The firm employs a strategic asset allocation approach, utilizes third-party research, and provides specialized services including advisory roles to private investment funds and pro-bono planning for nonprofits.

William Kinder is a CFP® professional at Valeo Financial Advisors, LLC with 8 years of industry experience. He has been with Valeo Financial Advisors since 2016. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion for both retail and institutional clients. The firm offers comprehensive financial planning and portfolio management, with an investment process that includes strategic asset allocation, use of third-party research, and selective use of independent managers and model portfolios.