Laura Wilson is a CFP® professional with five years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2019. She is based in Carmel, IN. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion and serving over 3,000 clients with comprehensive financial planning and individualized portfolio management for retail and institutional clients. The firm employs a strategic asset allocation approach, uses third-party research and independent managers, and offers unique services such as advising private investment funds and managing pooled vehicles.

Kristina Baron is a financial advisor at Oxford Financial Group, Ltd with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Oxford since 2016. Outside of her advisory role, she serves as Vice President of the Valiant Foundation, a charitable giving organization. Oxford Financial Group 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 through a multi-team, diversified asset allocation approach.

Rand Holyoak is a financial advisor at Archer Investment Corporation with 14 years of industry experience. He holds a Series 65 designation and has been with Archer Investment Corporation since 2012. Holyoak is also involved with Holyoak & Company, LLC, where he has worked since 2009. Outside of his advisory roles, he is an owner and officer of Sevenoaks, LLC, a real estate investment company, where he manages accounting and rental operations. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and The Archer Funds. The firm operates within a multi-branch model serving advisors and offers diversified portfolios across equities, fixed income, mutual funds, ETFs, and options.

Stephen Marcou is a Series 66-registered advisor at Savvy with 20 years of experience in the financial services industry. He previously worked at TIAA-CREF for 10 years, and held positions at J.P. Morgan Securities, Chase Investment Services Corp., The Huntington Investment Company, New England Securities, and Equitable Advisors. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm uses a primarily index-based, long-term approach combined with active equity portfolios and specialized strategies, leveraging third-party sub-advisers and technology platforms to tailor investment plans to clients’ objectives, risk tolerance, and time horizons.

Luke Keller is a CFP® professional at Valeo Financial Advisors, LLC with one year of industry experience. Before joining Valeo, he worked at Tractor Supply Company and Pro X Athlete Development. Outside of financial advising, he co-founded XRDG LLC, a clothing and apparel company, where he assists with design, manufacturing coordination, marketing, and sales. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion for retail, high-net-worth, and institutional clients. The firm focuses on comprehensive financial planning and individualized portfolio management, employing strategic asset allocation, third-party research, and independent managers in its investment approach.

Cassidy Hardy is a CFP® professional at Valeo Financial Advisors, LLC with two years of industry experience. Before joining Valeo, Hardy held roles at Indiana University and Goelzer Investment Management. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion, 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 provides specialized services including advising private investment funds and managing pooled vehicles.

Nicholas Detmer is a CFA® charterholder currently with Oxford Financial Group, Ltd., where he has worked since 2026. He has three years of prior experience at Aksia LLC and spent nine years with the Indiana Public Retirement System. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, and institutional clients by providing family office and CIO services, fiduciary trust administration, and access to private market investments. The firm’s investment approach emphasizes diversified asset allocation across public and alternative assets, supported by dedicated investment teams and customized solutions.

Jonathan Pinyot is a financial advisor at Impact Partnership Wealth, LLC with a Series 65 license and one year of industry experience. His prior roles include positions at High Point Retirement, Troyer Retirement, Pruco Securities LLC, and Advantage One Brokers. Before entering the financial industry, he operated JP’s Lawn Care and worked at LAZ Parking and Crew Carwash. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a multi-team platform. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, utilizing a broad ecosystem of affiliated entities and third-party strategists.

Alex Davis is a financial advisor with Larson Financial Group, LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Commonwealth Financial Network and Midwest Wealth Management. Larson Financial Group serves individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm offers financial planning, portfolio management, and retirement-plan consulting through model portfolios and custom discretionary programs employing both strategic and tactical approaches.

Katie Smith is a CFP® professional with 10 years of industry experience, currently serving with Valeo Financial Advisors, LLC since 2014. She is based in Carmel, IN. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving retail, high-net-worth, and institutional clients. The firm offers comprehensive financial planning and individualized portfolio management, employing a strategic asset allocation approach complemented by third-party research and independent managers.

Raymond Surenkamp is a CFP® with 32 years of industry experience, currently serving as an advisor at Apollon Wealth Management, LLC since 2026. His prior roles include positions at Sage Advisors, LLC, Goldman Sachs Personal Financial Management, and CS Capital Management Inc. He is also licensed as an insurance agent for life, health, and annuity products through United Capital Risk Management. Apollon Wealth Management is a multi-team SEC-registered investment adviser with approximately $11.56 billion in assets under management. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and retirement plans, combining centrally managed strategies with locally managed portfolios supported by a strong investment committee and technology tools.

Valerie Buechel is a CFA® charterholder and holds a Series 66 license with five years of industry experience. She is currently an advisor at Goelzer Investment Management, where she has worked since 2026. Prior to that, she was with Edward Jones for three years and has held various roles at financial institutions including Raymond James and Corning Federal Credit Union. Goelzer Investment Management serves private and institutional clients, offering investment advisory, asset management, consulting, and financial planning services. The firm operates through three teams that provide customized portfolio construction and proprietary research to align with clients’ long-term objectives and risk tolerances.

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 34 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Midwest Wealth Management Inc., Catalyst Capital Advisors LLC, Clearbridge Investments, LLC, and John Hancock Investment Management LLC. Outside of his advisory role, he serves as an elder on the board of Leavener Ministry, a nonprofit organization focused on church outreach and disaster relief. Larson Financial Group 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 uses a combination of model portfolios and custom discretionary programs, incorporating both strategic and tactical investment approaches alongside third-party manager oversight.

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 at Valeo Financial Advisors, LLC with three years of industry experience. He has held roles at various firms including Charles Schwab and Ranger Guard. Outside of financial advising, he is the COO and owner of Tuckfield Brothers, LLC DBA Kmbara, a data science consulting business. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion and serving over 3,000 clients. The firm offers comprehensive financial planning and portfolio management to retail, high-net-worth, and institutional clients, employing a strategic asset allocation approach combined with third-party research and model portfolios.

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.