Thomas Pence is a CFA® charterholder with 22 years of industry experience. He is currently with Sapient Capital LLC, where he has worked since 2023, having previously spent seven years at Stifel Nicolaus & Co Inc. Pence serves on the boards of the Eskenazi Health Foundation and the Indianapolis Museum of Art. He is also a consultant for Trade Secret Chocolates, advising on business planning and strategies. 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 and acts as an adviser and sponsor to private funds and registered ETFs.

Chad Reed is a CFP® professional with 19 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2005. He holds Series 63 and Series 65 licenses and is based in Carmel, Indiana. Valeo Financial Advisors is a registered investment adviser managing approximately $12.96 billion in client assets, serving individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes strategic asset allocation with tactical adjustments, uses independent managers as appropriate, and offers a range of service options including a lower-touch model portfolio called Valeo Essentials.

Peter Grass is a financial advisor at Mutual Of Omaha Investor Services, Inc. with 36 years of industry experience. He holds the ChFC® designation and Series 63 license and has been with Mutual Of Omaha since 1989. Outside of advising, he is involved in an entrepreneurial venture, Grass Family Bees LLC, which sells honey, wax products, live bees, and garden plants. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates primarily through a platform relationship with Envestnet and integrates broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Gavin Bizeau is a financial advisor at Larson Financial Group, LLC with three years of industry experience. He holds a Series 66 credential and previously worked at Northwestern Mutual Wealth Management Company and Fidelity Investments. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with emphasis on serving doctors and related businesses. The firm employs a combination of model portfolios, custom discretionary programs, and third-party money managers, utilizing both strategic and tactical approaches to investment management.

Patrick Joss is a financial advisor at Archer Investment Corporation with a Series 65 credential. He joined the firm in 2025 after completing his studies at Butler University. Joss is based in Carmel, IN, and has just begun his career in the industry. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm employs a disciplined investment process focused on diversified portfolio construction and offers both discretionary management and model-driven programs.

Lloyd Easters is a financial advisor with Invst, LLC, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has worked with Jarred Bunch Consulting, LLC for 10 years and Guardian Life Insurance for 12 years. Outside of his advisory work, he is involved in business and financial coaching and offers online and virtual courses. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets and employs a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios.

Michael Larson is a financial advisor at Oxford Financial Group, Ltd with 17 years of industry experience. He holds a CFP® designation along with Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Oxford Financial Group and Spectrum Wealth Management. 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, trust administration, and access to private market investments, with an investment approach focused on diversified asset allocation across public and alternative asset classes.

Myles Hartwig is a financial advisor with Thurston Springer Advisors in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Thurston Springer Miller Herd & Titak, Inc. since 2015. Thurston Springer serves individuals, corporations, retirement plans, and other entities with financial planning, estate-planning facilitation, portfolio management, and fiduciary services. The firm offers a range of discretionary and non-discretionary investment programs and employs strategies including buy-and-hold, asset allocation, and more active approaches utilizing technical and fundamental analysis.

Ted Christofolis is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. He has worked at Valeo since 2012 and has prior experience with StanCorp Investment Advisers and Redwood Accounting Services. 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 access to independent managers and alternative strategies. The firm manages over $10 billion in assets and operates a subsidiary focused on due diligence and investor-relations services for private fund sponsors.

Regan Clark is a CFP® professional with five years of industry experience, currently serving as an advisor at Valeo Financial Advisors, LLC since 2019. Based in Carmel, IN, Clark began their career after completing an extended period of education. Valeo Financial Advisors is a registered investment adviser managing approximately $12.96 billion in client assets for individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm employs strategic asset allocation with tactical adjustments, uses independent managers as appropriate, and incorporates third-party research and technology in its portfolio management.

Lynn Moeller is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, holding Series 63 and Series 66 registrations with 43 years of industry experience. She has been with Thurston, Springer, Miller, Herd & Titak, Inc. since 2009. Thurston Springer Advisors serves individuals, corporations, retirement plans, foundations, endowments, estates, and trusts, offering financial planning, estate-planning facilitation, portfolio management, and fiduciary services. The firm provides tailored advisory services through discretionary and non-discretionary programs using a variety of investment approaches including tactical strategies involving technical and fundamental analysis.

James Mlott is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, with 41 years of industry experience. He has worked at Thurston, Springer, Miller, Herd & Titak, Inc. since 2009. Mlott holds the Series 63 designation. Thurston Springer Advisors serves individuals, corporations, retirement plans, foundations, and trusts, providing financial planning, portfolio management, and fiduciary services. The firm employs a variety of investment strategies, including discretionary and non-discretionary programs, and offers estate-planning facilitation through a third-party platform.

Robert Caplinger Jr. is a financial advisor at Thurston Springer Advisors with 40 years of industry experience. He holds a Series 63 designation and has been with Thurston Springer Miller Herd & Titak, Inc. since 2016. Outside of his advisory role, he is the owner of Landmark Financial Services, LLC, where he is involved in insurance and Medicare supplements. Thurston Springer Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit entities, offering tailored financial planning, portfolio management, and fiduciary services. The firm employs a variety of investment strategies ranging from buy-and-hold to more active approaches involving technical and fundamental analysis.

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.

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 13 years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2015. Prior to his advisory role, he has been involved with Sunrise Gymnastics since 2008 and also judges gymnastics competitions as a sole proprietor. 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 also offers a scaled service for emerging clients and periodically provides pro-bono planning to nonprofit organizations.

Harrison Mc Dougal is a financial advisor with Elevation Point Wealth Partners, LLC in Indianapolis, IN. He holds the Series 65 and Series 63 credentials and has nine years of industry experience. Prior to joining Elevation Point Wealth Partners in 2026, he worked at Bank of America and Merrill for six years. Outside of his advisory role, he has served as a high school football official with the Indiana High School Athletic Association since 2015. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities using model portfolios and tactical asset allocation, incorporating mutual funds, ETFs, and third-party managers, with integrated insurance and annuity services.

Geoff Beck is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2017. He is based in Carmel, IN. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families—including high-net-worth clients—and institutional clients such as trusts, estates, charitable organizations, and corporations. The firm employs a strategic asset-allocation framework with tactical adjustments and incorporates third-party research and alternative strategies, managing approximately $10.64 billion in client assets.

David Page is a CFP® professional with 11 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2014. He is based in Carmel, IN. Valeo Financial Advisors is a registered investment adviser managing approximately $13 billion in assets for individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes strategic asset allocation with tactical adjustments and employs independent managers when appropriate, offering both comprehensive financial planning and a simplified service model called Valeo Essentials.

Andrew Renz is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Invst, LLC. His prior experience includes roles at Indiana University Health and RSM US LLP. Invst, LLC provides financial planning, consulting, investment management, and retirement plan consulting for individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets and employs a team of 33 advisors, using a combination of fundamental, technical, and cyclical analysis to build diversified portfolios.