Quinn Teague is a financial advisor with Strategic Wealth Investment Group, LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His prior roles include positions at Equitable Advisors and Meijer, among others. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, also serving corporations and business entities. The firm employs a combination of internally developed and third-party model portfolios, using diverse investment analysis methods and offering access to private placements for accredited investors.

Michelle Reichert is a CERTIFIED FINANCIAL PLANNER™ at Oxford Financial Group, Ltd. with three years of industry experience. She previously worked at Fifth Third Bank for three years and has been with Oxford Financial Group in two separate periods since 2008. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, and institutional clients, offering family office services, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative assets and manages both discretionary and non-discretionary portfolios with customized investment policy statement-driven solutions.

Erik Finwall is a financial advisor at Jefferies Investment Advisers LLC with 27 years of industry experience. He previously worked at Voya Investment Management Co., LLC and affiliated entities for 11 years before joining Jefferies in 2025. He holds the Series 63, Series 65, and Series 66 licenses. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized, collaborative planning process using third-party software and probability-based simulations to support a range of planning topics including tax, estate, and philanthropic planning.

Phillip Mickel is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Valeo Financial Advisors, LLC since 2004. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm employs a strategic asset-allocation approach with tactical adjustments and offers specialized services including pro-bono planning and access to alternative investment strategies.

Evan Melching is a financial advisor at Savvy with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and OneMain Financial. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a parent technology platform and external sub-advisers.

Kurt Weiper is a financial advisor with Lasalle St. Investment Advisors, L.L.C. in Indianapolis, IN, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Lasalle St. Investment Advisors since 2013 and affiliated with Lasalle St. Securities since 2008. Outside of his advisory role, he serves on the finance committee at his daughter’s school and is involved with the Mission Haiti Medical non-profit’s gift committee. Lasalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, with a notable focus on non-discretionary asset management.

Jon Stucker is a financial advisor at Thurston Springer Advisors with Series 63 and Series 65 licenses and 43 years of industry experience. He has been with Thurston Springer Miller Herd & Titak, Inc. since 2016. Outside of his advisory role, Mr. Stucker serves as a director on the board of the Delta Alpha of Alpha Tau Omega non-profit housing board and is involved with several entrepreneurial ventures, including CFO roles at Parkahead LLC and FK Restaurant Group LLC. Thurston Springer Advisors serves individuals, corporations, retirement plans, and institutional clients by providing financial planning, estate-planning facilitation, portfolio management, and fiduciary services. The firm offers a range of discretionary and consulting programs with investment strategies that include buy-and-hold, asset allocation, and more active tactical approaches.

James Case is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked in private equity since 2014 and was previously with Alacrity for 16 years. International Assets Investment Management provides investment advisory services to 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 strategies using mutual funds, ETFs, equities, fixed income, and may utilize 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 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 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.