Mark Miracle is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including long-term roles at LaSalle St. Investment Advisors since 2015 and LaSalle St. Securities since 2002. Outside of advisory work, he is involved in insurance sales through Miracle Insurance Source Inc. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs and utilizes a broad asset mix that emphasizes non-discretionary management, serving a diverse client base with tailored investment solutions.

Erich Stout is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Valeo Financial Advisors, LLC since 2018. Prior to joining Valeo, he worked for five years at Column Capital Advisors. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving over 3,000 clients. The firm offers comprehensive financial planning and portfolio management to retail and institutional clients, employing a strategic asset allocation approach supplemented by third-party research and model portfolios.

Christopher Lavelle is a financial advisor with Thurston Springer Advisors based in Indianapolis, IN. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Thurston Springer Advisors, he spent ten years at Charles Schwab & Co., Inc. 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 a mix of fundamental, technical, and cyclical investment analysis to support both buy-and-hold and active strategies.

Claire Amick is a CFP® professional with seven years of experience in the financial industry. She is currently with Facet, where she has worked since 2026, following eight years at The Vanguard Group, Inc. located in Noblesville, IN. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through remote communication and a proprietary platform. The firm employs model-based asset allocations focused on ETFs and uses technology-driven processes, including machine learning for tax optimization and portfolio management, offering a flat subscription fee structure rather than percentage-based asset fees.

Melia Krumm is a financial advisor at Oxford Financial Group, Ltd with 21 years of industry experience and holds a Series 66 designation. Her prior work includes roles at Baker Hill, ACA Compliance, Sanctuary Wealth, and Merrill. Oxford Financial Group, Ltd. 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 across public and alternative asset classes.

Nicholas Weyhmueller is a CFP® professional at Valeo Financial Advisors, LLC with two years of industry experience. Prior to joining Valeo, he had multiple one-year roles at Baldwin Financial Advisors, LLC and has worked in recreational and fitness settings including Sachs Recreation Center and Focus Martial Arts & Fitness. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion for 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 services including portfolio management for private funds and pooled vehicles.

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.