Jon Stucker is a financial advisor with Thurston Springer Advisors in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. His prior affiliations include Thurston Springer Miller Herd & Titak, Inc., and he serves on boards of several non-investment organizations, including Delta Alpha of Alpha Tau Omega and Vinculum, and is involved in multiple entrepreneurial ventures such as Parkahead LLC and FK Restaurant Group LLC. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm employs a combination of fundamental and technical investment analysis to support both buy-and-hold and active strategies.

James Case is a financial advisor with International Assets Investment Management, LLC and holds Series 63 and Series 65 licenses. He has two years of industry experience at IAIM and related affiliates, as well as over a decade of experience in private equity through his own firm. Prior to joining IAIM, he worked at Alacrity for 16 years and had a brief tenure at J.P. Morgan Securities Inc. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm focuses on customized, long-term portfolio construction using a range of investment vehicles, including third-party money managers and wrap programs.

Peter Reist is a financial advisor at Oxford Financial Group, Ltd in Carmel, IN, with 23 years of industry experience. He holds the PFS™ designation and Series 65 license. He has been with Oxford Financial Group since 2010. Outside of his advisory work, he serves on the board of the Indiana Repertory Theatre and works as a self-employed CPA providing tax preparation services. 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 diversified asset allocation approach and dedicated investment teams.

Amanda Oakley is a CFP® and holds a Series 66 license with 21 years of industry experience. She has worked at Invst, LLC since 2019, following tenures at Commonwealth Financial Network and Ameriprise. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm manages about $1.565 billion in assets and uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios tailored to client needs.

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 at Mutual of Omaha Investor Services, Inc. with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Mutual of Omaha since 2013. Outside of his advisory role, he 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 a variety of managed account programs and third-party money manager relationships. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and delivers managed solutions primarily through a platform relationship with Envestnet.

Nicholas Key is a financial professional with 11 years of industry experience, currently affiliated with AdvisorNet Wealth Partners in Carmel, IN. He holds Series 63 and Series 65 licenses and has held roles at firms including APEX Wealth Services LLC, Cetera, and FSA Advisors, LLC. He is also co-owner of FSA Advisors, LLC, where he focuses on financial planning and consulting. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm utilizes diversified portfolios including equities, fixed income, mutual funds, and ETFs, and offers both discretionary and non-discretionary management services.

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.

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.

Andrew Penso is a CFP® professional with 20 years of experience in the financial industry. He has been with Mission Wealth Management, LP since 2005. Outside of his advisory role, he serves as a voting member on the Board of Directors at Woodstock Country Club in Indianapolis. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management, financial planning, and portfolio management primarily for affluent and high-net-worth individuals and families, along with institutional clients. The firm employs customized, typically long-term investment strategies that include ETFs, institutional mutual funds, individual securities, and alternative investments, supported by services such as tax-aware trading and ERISA retirement plan fiduciary management.

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. He has worked at Oxford Financial Group, Ltd since 2021, following four years at Pendyne Capital LLC and five years at the Indiana Public Retirement System. Outside of his advisory role, he serves on the boards of several non-investment related businesses and nonprofit organizations, including the Indianapolis Symphony Orchestra Foundation, and is CEO and Secretary of Baseline Fitness, LLC and its related entities. 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, employing a diversified asset allocation strategy that includes public and alternative asset classes.

Timothy Schrader is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and possessing nine years of industry experience. He has been with CreativeOne Wealth, formerly Change Path LLC, since 2017 and has a long tenure with Associated Brokerage Companies, Inc. in a brokerage capacity. In addition to his advisory role, he operates a life insurance brokerage firm serving as a national marketing organization for multiple insurance carriers. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a diversified investment approach using proprietary ETF-based models, third-party managers, boutique equity managers, and option strategies, supported by quantitative and fundamental analyses.

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.