Brett Ploss is a CFP® certificant at Valeo Financial Advisors, LLC with experience starting in 2024. Prior to joining Valeo, he studied at the University of Michigan and worked at Carmel High School. Outside of his advisory role, he is involved in family farming in Headlee, Indiana. Valeo Financial Advisors provides comprehensive financial planning and investment management services to individuals, families, and institutional clients. The firm employs a strategic asset-allocation framework with tactical adjustments and incorporates third-party research and alternative strategies as appropriate.

Steven Meier is a financial advisor at Savvy with 25 years of industry experience. He holds a Series 66 designation and previously worked at Commonwealth Financial Network, Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory role, he is involved in fixed insurance sales and serves as president of Mosaic Advisory Services, LLC, a personal private entity facilitating securities, advisory, and insurance business. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach 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 proprietary technology and third-party platforms.

Arielle Williams is a financial advisor with Gradient Advisors, LLC, holding a Series 65 credential and four years of industry experience. Her prior roles include positions at American Senior Benefits and Bankers Life. She serves as president of Royal Neighbors, a nonprofit organization, in addition to her advisory work. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, utilizing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio management.

Paul Hargitt III is a financial advisor with Thurston Springer Advisors in Indianapolis, IN, holding a Series 63 designation and 26 years of industry experience. He has been with the firm since 2000. Outside of his advisory work, he serves as treasurer and trustee of the Broad Ripple Masonic Lodge #643. Thurston Springer Advisors serves individuals, corporations, retirement plans, foundations, endowments, estates, and trusts, offering financial planning, estate-planning facilitation, and portfolio management. The firm provides a range of discretionary and non-discretionary advisory programs with investment approaches that include buy-and-hold, asset allocation, and active strategies using technical and fundamental analysis.

Matthew Hood is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with LaSalle St. Investment Advisors since 2010 and previously worked at LPL Financial. In addition to his advisory role, he serves as Treasurer of the Alpha Omicron Educational Foundation in Indianapolis. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing a mix of asset classes and third-party manager oversight, with a notable emphasis on non-discretionary asset management.

Kyle Riddle is a CFP® professional with nine years of experience in financial advising. He has been with Valeo Financial Advisors since 2015. Invst, LLC offers financial planning, consulting, discretionary and non-discretionary 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 team of 33 advisors serving over 2,000 clients, utilizing a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios.

Hayden Ludwig is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Valeo Financial Advisors, LLC since 2020 and previously held roles at Golden Reserve, LLC, New York Life, Federal Mogul, and Ohio State University. Valeo Financial Advisors is a registered investment adviser managing approximately $13 billion in client assets, serving individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm employs a strategic asset allocation process with tactical adjustments and utilizes unaffiliated independent managers, supported by third-party research from providers such as Fidelity and Morningstar.

Reed Shaffer is a financial advisor at Archer Investment Corporation holding a Series 65 designation. He has no prior industry experience and previously worked at Patton Archer Corporation and Rentabit. Reed was a full-time student for ten years before entering the financial advisory field. 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 proprietary mutual funds. The firm offers a range of advisory services from comprehensive financial planning to limited-scope model portfolios, managing most client assets on a discretionary basis.

Zachary Littleton is a financial advisor at Oxford Financial Group, Ltd with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Chase Bank, NA. 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, fiduciary trust administration, and access to private market investments through a diversified asset allocation approach that includes public and alternative assets.

Peter Joseph Royeca is a CFP® professional with experience at Valeo Financial Advisors, LLC, Ameriprise Financial, and prior roles including work at The Foundry Lofts and Apartments and academic involvement at the University of Notre Dame. He has been active in the financial services industry since 2022. Valeo Financial Advisors is a registered investment adviser serving individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm manages approximately $13 billion in assets using strategic asset allocation, third-party managers, and comprehensive financial planning.

Thomas Staley is a CFP® professional with 20 years of industry experience, currently serving at Maia Wealth. His prior roles include positions at JPMorgan Securities LLC, Schwab Wealth Advisory, and Charles Schwab. In addition to his advisory duties, he is a licensed life and health insurance agent. Maia Wealth provides investment management and supervisory services to individuals, trusts, estates, and businesses, offering financial planning, retirement plan advisory, and institutional consulting. The firm employs a blend of fundamental, technical, and cyclical analysis with a long-term strategy complemented by tactical adjustments and integrates technology-driven platforms alongside traditional advisory oversight.

Jorey Dimopoulos is a financial advisor at Thurston Springer Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2019, following prior roles at Northwestern Mutual and the Lake Central School Corporation. Thurston Springer Advisors serves a diverse client base including individuals, corporations, retirement plans, and trusts, offering financial planning, portfolio management, and fiduciary services. The firm employs both discretionary and non-discretionary investment programs incorporating a range of strategies from buy-and-hold to active Tactical Momentum and Earnings Momentum approaches.

James Scheri is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. His prior work includes roles at Sam's Club, Chick-fil-A, and Indiana University. 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 third-party research and independent managers, while also offering services such as pro-bono planning for non-profits and due diligence through its subsidiary, TwoPointO.

James Walker Jr. is a financial advisor at Thurston Springer Advisors with 15 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses and previously worked at LPL Financial LLC for 22 years before joining Thurston Springer Advisors in 2020. Walker also operates a separate investment business under the name J.F. Walker Investments. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and institutional entities, offering financial planning, estate-planning facilitation, and various fiduciary services. The firm employs a range of discretionary and non-discretionary investment strategies, including buy-and-hold, asset allocation, and active tactical approaches involving technical and fundamental analysis.

Ryan Averett is a financial advisor with Invst, LLC in Indianapolis, IN, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC, Brandon Halverson, and Shane Waller. Outside of advisory work, he has experience with Vision Real Estate. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm employs a multi-faceted investment approach combining fundamental, technical, and cyclical analysis, and manages approximately $1.565 billion in assets for over 2,100 clients.

Edward Wildermuth is a CFP® and ChFC® with 13 years of industry experience. He is currently with Savvy and has previously worked at Mosaic Wealth Advisors, Commonwealth Financial Network, and New York Life among others. He serves as a board member and Director of NexGen for the Financial Planning Association of Greater Indiana, where he mentors less experienced advisors. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies including direct indexing, tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.

Daniela Aviles is a CFP® professional with five years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2019. She was a student from 2001 to 2019 before beginning her advisory career. 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 offers services ranging from model portfolios to pro-bono planning for nonprofits.

Brandon Marvel is a financial advisor at Elevation Point Wealth Partners, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Bank of America/Merrill Lynch for seven years. Outside of financial advising, he works part-time with Callaway Golf Company as a demo day representative, a role he has held since 2013. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser with $8.29 billion in assets under management and 53 advisors. The firm serves individuals, retirement plans, trusts, estates, corporations, and other business entities, using a model portfolio approach that incorporates tactical asset allocation and third-party managers, along with integrated insurance distribution and annuity servicing.

Lindsey Fairchild is a Certified Financial Planner™ (CFP®) with seven years of industry experience. She has worked at Valeo Financial Advisors, LLC since 2018 and previously was with TD Ameritrade from 2016 to 2018. Valeo Financial Advisors provides comprehensive financial planning and investment management services 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, incorporates third-party research, and offers specialized services through its subsidiaries and programs.

Peter Welsh is a financial advisor at Invst, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Thurston Springer and OneAmerica Securities. In addition to his advisory role, he serves as Managing Director of Retirement and Wealth at Ispira Financial in a management capacity. Invst, LLC provides financial planning, consulting, 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 team of 33 advisors, utilizing a combination of fundamental, technical, and cyclical analysis to build diversified portfolios.