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.

William Matthiessen is a Series 65 licensed advisor with Sapient Capital LLC, based in Indianapolis, IN, and has one year of industry experience. Prior to joining Sapient Capital, he held roles at Commonwealth Impact Investing, SportsRecruits, and the Pittsburgh Pirates. 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 long-term investment strategy combining fundamental and technical analysis to manage diversified portfolios and also acts as an adviser and sponsor to private funds and registered ETFs.

Derek Weed is a CFP® with 12 years of industry experience, currently serving as a financial advisor at SYM Financial Advisors since 2020. He previously worked at Schwab Private Client Investment Advisory and Charles Schwab & Co., Inc. Derek is an investment committee member for Highlands Latin School, providing advice and oversight concerning their investments. SYM Financial Advisors provides wealth management, financial planning, portfolio management, and qualified plan consulting to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in assets and employs a top-down, tactical asset allocation process implemented through model portfolios, mutual funds, ETFs, alternative investments, and other vehicles.

Austin Wodock is a financial advisor at Sapient Capital LLC with a Series 65 designation and one year of industry experience. His prior experience includes roles at First Merchants Bank and Valeo Financial Advisors. 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 while offering discretionary and non-discretionary portfolio management.

Dean Antonopoulos is a financial advisor with Kingswood Wealth Advisors, LLC, holding a Series 63 designation and 34 years of industry experience. His career includes roles at Kalos Management, Kalos Capital, and a long tenure at Endeavor Investment Resources. He is also president of EIR Capital, Inc., which manages office administration and insurance sales. Kingswood Wealth Advisors serves a diverse client base, including individual, high-net-worth, and institutional investors, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs a customized investment approach using an open-architecture platform and maintains an operational model that integrates insurance-linked account management.

Dionne Banks is a financial advisor with Maia Wealth in Indianapolis, holding a Series 66 designation and six years of industry experience. She previously worked at Edward Jones and Simplicity Wealth and has an extensive background with Wal-Mart Stores, Inc. Outside of advising, Banks is also a licensed insurance agent. Maia Wealth provides investment management and supervisory services to individuals, trusts, estates, and businesses, offering a range of strategies that include mutual funds, ETFs, and individual securities. The firm employs a blended investment process incorporating fundamental, technical, and cyclical analysis and integrates technology-driven solutions alongside traditional advisory oversight.

Ryan Watson is a financial advisor at Archer Investment Corporation in Carmel, Indiana, holding a Series 65 designation with 13 years of industry experience. He has been with Archer Investment Corporation since 2012 and also operates Watson CPA LLC, a separate CPA practice established in 2007. 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 funds. The firm employs a process that begins with a comprehensive financial assessment to construct diversified portfolios, offering both discretionary management and model-driven programs.

Hope Fry is a financial advisor at Root Financial Partners in Indianapolis, IN, holding the CFP® designation and Series 66 license with five years of industry experience. Her prior roles include tenure at Raymond James & Associates and Deerfield. Root Financial Partners provides investment management and financial planning services to individuals, high-net-worth households, trusts, estates, small businesses, and select retirement plans. The firm employs a broadly diversified, passive investment approach using index funds and ETFs, tailoring portfolios to client objectives, risk tolerance, and tax considerations.

Di Nitia Cazy is a financial advisor at Blacktower Financial Management (US) LLC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Bank of America Merrill and Fifth Third Securities. Outside of her advisory role, she is involved with Complete Compliance Solutions LLC, which provides compliance consulting services. Blacktower Financial Management (US) LLC offers financial planning and investment advisory services primarily to UK expatriates in the United States, as well as U.S. persons with retirement assets. The firm specializes in UK pension transfers and manages approximately $122.8 million in regulatory assets, focusing on non-discretionary portfolio management using mutual funds, ETFs, equities, fixed income, and third-party managers.

Dylan Brooks is a CFP® with six years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. His prior experience includes roles at LPL Financial, Field and Main Bank, and Northwestern Mutual. Brooks is also involved in trust client relationship management through Field and Main Wealth Management. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients, employing a strategic asset-allocation approach with tactical adjustments and access to independent managers and alternative strategies. The firm manages over $10 billion in assets and offers specialized services including pro-bono planning and a subsidiary focused on private fund due diligence.

Tyler Hockett is a CFP® professional with nine years of experience in financial advising. He has been with Valeo Financial Advisors, LLC since 2014. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm employs a strategic asset-allocation framework with tactical adjustments and incorporates a range of investment options, including independent managers and alternative strategies.

Ty Lindenman is a CFP® affiliated with Forvis Mazars Wealth Advisors, LLC in Indianapolis, IN. He joined the firm in 2023 and has held previous roles at FORVIS Wealth Advisors, LLC and Kansas State University Recreation Services. Lindenman’s industry experience is recent, beginning in 2023. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, and consulting services, managing approximately $12 billion in assets with an investment approach guided by committee-approved portfolios and an integration of tax and accounting services through its parent company.

Umesh Nathani is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Goelzer Investment Management since 2020. His prior experience includes roles at Oberweis Securities, Inc., M HOLDINGS SECURITIES, Inc., and Cozad Asset Management. Goelzer Investment Management advises private and institutional clients, including individuals, families, foundations, pension plans, and nonprofit organizations, providing a range of services such as investment advisory, asset management, consulting, and financial planning. The firm operates through three specialized teams that combine proprietary research and customized portfolio construction to meet long-term return objectives aligned with client risk tolerances.

Robert Webb is a CFA® charterholder and financial advisor with Oxford Financial Group, Ltd in Carmel, IN, where he has worked since 2021. He has 5 years of industry experience and previously spent 18 years at State Farm. Webb serves on Limited Partner Advisory Committees for certain underlying investment funds as part of his role at Oxford Financial Group, without compensation. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held business owners. The firm provides family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments, employing a diversified approach across public and alternative asset classes.

Eric Martz is a financial advisor at IP Financial Advisory Services LLC with seven years of industry experience. He holds Series 65 and Series 66 licenses and has been involved with Martz Solutions Group, a business consulting practice he solely owns. Additionally, he works as an independent regional wholesaler. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm emphasizes non-high-net-worth investors and retirement plan participants, offering personalized portfolio construction and a range of analytical and consulting services.

Lane Stamper is a financial advisor with Maia Wealth in Indianapolis, IN, holding a Series 66 designation and six years of industry experience. He previously worked at firms including JPMorgan Chase Bank and JPMorgan Securities. Outside of advising, he is also licensed as a non-investment related insurance agent. Maia Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach with periodic portfolio rebalancing and coordination with third-party tax and estate specialists.