Timothy Wittenbrook is a CFP® with 11 years of industry experience, currently serving at Oxford Financial Group, LTD since 2014. He holds a Series 63 license and is based in Carmel, Indiana. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients, providing family office services, CIO-led portfolio construction, and fiduciary support. The firm emphasizes asset allocation and diversification across public and private markets, offering both discretionary and non-discretionary management along with access to private market and alternative investments.

James Titak is a financial advisor at Thurston Springer Advisors with 44 years of industry experience. He holds a Series 63 designation and has worked at T.S. Phillips Investments Inc. since 2022, following a tenure at Thurston, Springer, Miller, Herd & Titak, Inc. beginning in 1992. Outside of his advisory role, he is involved with ROBOVISE, LLC, an online financial advisory consulting business. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and institutional entities, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs various investment strategies such as Tactical Momentum and Earnings Momentum, and manages accounts on a discretionary basis through wrap fee programs and third-party managers.

Joseph Mitchell is a financial advisor at Oxford Financial Group, LTD with 16 years of industry experience. He holds the CFP® and CFA® designations, along with Series 66 and Series 63 licenses. Prior to joining Oxford Financial Group in 2023, he worked at Bessemer Trust, Cresset Asset Management, LLC, and Berman Capital Advisors, LLC. 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 investment approach spanning public and alternative asset classes.

Davis Odom is a CFP® professional with four years of experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. His prior work includes roles at Ball State University, Zimmer Biomet, Milestone Contractors LP, Kroger, and Morristown High School. 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 incorporates third-party research and alternative strategies, managing approximately $10.64 billion in assets.

Colton Romine is a CFP® professional with three years of industry experience, currently with Valeo Financial Advisors, LLC. His work history includes a variety of roles across different industries prior to joining Valeo full time in 2022. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate/business clients, managing approximately $13 billion in assets. The firm focuses on strategic asset allocation combined with tactical adjustments and uses independent managers and third-party research in portfolio management.

Luke Lambeck is a CFP® professional with experience at Valeo Financial Advisors, LLC and Morgan Stanley. He has a background that includes teaching roles at Purdue University and Benton Central High School. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm uses a strategic asset-allocation framework with tactical adjustments and offers specialized services such as pro-bono planning and a subsidiary focused on due diligence for private fund sponsors.

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 ChFC® credentialed financial advisor with 35 years of industry experience, currently serving at Mutual of Omaha Investor Services, Inc. since 1989. In addition to his advisory role, he is involved in non-investment activities including operating Grass Family Bees LLC, which sells honey, wax products, live bees, garden plants, produce, and cut flowers. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed account solutions primarily through its network of Investment Advisor Representatives.

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 CFP® certified financial advisor with 17 years of industry experience, currently with Oxford Financial Group, LTD. He has worked at Oxford Financial Group in two separate periods totaling eight years and spent one year at Spectrum Wealth Management. Oxford Financial Group, LTD serves ultra high-net-worth individuals, families, institutional clients, and closely held business owners, offering family office and CIO services, comprehensive planning, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative asset classes and manages client portfolios using both discretionary and non-discretionary arrangements.

Myles Hartwig is a financial advisor with Thurston Springer Advisors in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Thurston Springer Miller Herd & Titak, Inc. since 2015. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting services. The firm employs various investment strategies such as Tactical Momentum and Earnings Momentum, utilizing both fundamental and technical analysis, and manages accounts primarily on a discretionary basis.

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 with Thurston Springer Advisors in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. She has been with Thurston, Springer, Miller, Herd & Titak, Inc. since 2009. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts using a variety of techniques across multiple asset classes.

James Mlott is a financial advisor at Thurston Springer Advisors with 41 years of industry experience. He holds a Series 63 designation and has been with the firm since 2009. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, providing financial planning, portfolio management, and retirement-plan consulting. The firm employs various investment strategies such as Tactical Momentum and Earnings Momentum and offers both discretionary and non-discretionary retirement-plan investment management services.

Robert Caplinger Jr. is a financial advisor with Thurston Springer Advisors in Indianapolis, IN, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Thurston Springer Miller Herd & Titak, Inc. since 2016. Outside of his advisory role, he owns Landmark Financial Services, LLC, which provides insurance and Medicare supplement products. Thurston Springer Advisors serves a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs various investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts primarily on a discretionary basis.

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.