Charles Ney is a CFP® with four years of industry experience, currently with Valeo Financial Advisors, LLC since 2020. His prior experience includes roles at Kemper Insurance, CohnReznick, LLC, Kentner Sellers, and the University of Dayton. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion for retail, high-net-worth, and institutional clients. The firm offers comprehensive financial planning and portfolio management, employing a strategic approach that includes tactical asset-class adjustments, third-party research, and the use of independent managers and model portfolios.

Jonathan Hueftle is a financial advisor with SYM Financial Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with SYM Financial Advisors since 2000. SYM Financial Advisors is an employee-owned, SEC-registered multi-team firm managing over $5 billion for approximately 1,800 clients, including individuals, qualified retirement plans, charities, and corporations. The firm employs a top-down, tactical asset-allocation strategy implemented through various investment vehicles and offers integrated wealth management, financial planning, and private fund management.

Sara Omohundro is a CFA® charterholder at Goelzer Investment Management with one year of industry experience. She previously worked at Elevate Ventures and the Indiana Public Retirement System. Goelzer Investment Management serves private and institutional clients, including high-net-worth families, foundations, and governmental entities. The firm combines proprietary research and customized portfolio construction across three teams to pursue long-term total-return objectives aligned with client risk tolerances.

Richard Seaver is a CFP® certificant with 21 years of industry experience. He has worked at Valeo Financial Advisors, LLC since 2005 and previously held roles at Legacy Financial Advisors, L.L.C. and Oxford Financial Group, Ltd. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion and serving both retail and institutional clients. The firm emphasizes strategic asset allocation with tactical adjustments, utilizes third-party research and independent managers, and offers specialized services including advising private investment funds and managing pooled vehicles.

Rex Davidson is a financial advisor at Archer Investment Corporation with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Archer since 2017, following seven years at Hd Vest Investment Services. In addition to his advisory role, Davidson is president of Davidson & Company CPAs, an accounting and tax preparation firm he has been involved with since 2004, and serves as treasurer and comptroller for a logistics company. 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 assets on a discretionary basis with periodic reviews to monitor performance.

Jamie Vladuchick is a CFA® charterholder and Series 63 licensee with 11 years of industry experience. He has been with Valeo Financial Advisors, LLC since 2021 and previously worked at Windsor Wealth Management for eight years. Valeo Financial Advisors is a multi-team registered adviser managing approximately $13 billion and serving over 3,000 clients. The firm provides comprehensive financial planning and portfolio management for retail, high-net-worth, and institutional clients, employing a strategic asset allocation approach with tactical adjustments and third-party research.

Kurtis Ternet is a financial advisor at Archer Investment Corporation with two years of industry experience. He holds a Series 65 designation and has worked at Archer since 2023. Outside of his advisory role, he coaches baseball part-time for the Midwest Canes. 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 diversified investment approach tailored to clients’ cash flow, liquidity, tax considerations, and risk tolerance.

Mark Damer is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Noyes Advisors LLC, David A. Noyes & Company, and Morgan Stanley. Damer serves as a board member of the Carmel Clay Historical Society, a nonprofit organization. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning, portfolio management, and fiduciary services, employing both buy-and-hold and active investment strategies tailored to client goals.

Matthew Keller is a CFP® professional at Valeo Financial Advisors, LLC with four years of industry experience. Prior to joining Valeo in 2022, he worked at Ernst & Young LLP from 2017 to 2022. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion for retail and institutional clients. The firm offers comprehensive financial planning and portfolio management, emphasizing strategic asset allocation, third-party research, and independent managers, while providing specialized services such as advising private investment funds and pro-bono planning for nonprofit clients.

Jordan Kanter is a financial advisor at Apollon Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Charles Schwab & Co., Inc. Outside of advisory work, Kanter is employed with ELKO Inc., a kitchen and bath fabrication company, where he provides technical support and web design. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets through a network of around 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, retirement plans, pooled investment vehicles, and insurance clients, offering a range of financial planning and portfolio management services using a combination of centrally managed strategies and locally managed portfolios.

Logan Mears is a CFP® with five years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2023. His prior roles include positions at Cetera Advisors LLC, First Allied Securities, Northwestern Mutual, and Somerset CPAs and Advisors. In addition to his advisory work, he has been involved with Indiana University Purdue University of Indianapolis since 2018. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $12.96 billion and serving over 3,000 clients. The firm offers comprehensive financial planning and portfolio management for retail, high-net-worth, and institutional clients, utilizing a strategic asset allocation process supported by third-party research and independent managers.

Dale Self is a financial advisor at Maia Wealth with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities and Charles Schwab, among other firms. Outside of financial advising, he is the managing member of F1rst Wellness LLC, which plans to operate in the health and wellness sector. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, utilizing a blend of fundamental, technical, and cyclical analysis with a long-term strategy that allows for tactical adjustments. The firm integrates technology and third-party platforms to implement portfolios and offers specialized estate and tax coordination services.

Jeffrey Triwedi is a financial advisor with Thurston Springer Advisors in Indianapolis, holding a Series 66 designation and 23 years of industry experience. He has been with Thurston, Springer, Miller, Herd & Titak, Inc. for 22 years and has operated Triwedi Enterprises for over three decades. Outside of his financial career, he performs as a musician playing guitar and saxophone about once a month. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management with a variety of investment strategies, combining fundamental, technical, and cyclical analysis to support both buy-and-hold and more active management approaches.

Charles Carter is a CFP® with 11 years of industry experience, currently serving as an advisor at Oxford Financial Group, Ltd. since 2018. He previously worked at Investacorp, Inc. and Highland Capital Brokerage. Oxford Financial Group serves ultra high-net-worth individuals, families, and institutional clients, providing family office, CIO, and fiduciary trust services, along with access to private market investments. The firm emphasizes diversified asset allocation across public and alternative asset classes and manages a substantial asset base with both discretionary and non-discretionary investment arrangements.

Henry Rosser is a CFP® professional with four years at Oxford Financial Group, Ltd. and two years of overall industry experience. His prior roles include work at Scannell Properties, Ryan, Moore, Cook, Triplett & Albertson, LLP, Dentons Bingham Greenebaum, Indiana University Robert H. McKinney School of Law, and First Merchants Bank. Oxford Financial Group, Ltd. 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, emphasizing diversified asset allocation across public and alternative assets with dedicated investment teams.

Benton Givens is a Series 66–licensed advisor with Thurston Springer Advisors and has one year of industry experience. Prior to joining Thurston Springer Financial, he worked at Vine & Table and Hotel Tango Distillery. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and retirement plans, offering comprehensive financial planning and portfolio management. The firm employs a range of investment strategies, including both buy-and-hold and active models such as Tactical Momentum and Earnings Momentum.

Stefan Burke is a financial advisor with Consolidated Portfolio Review Corp and holds Series 63 and Series 66 licenses. He has nine years of industry experience and has previously worked at Vanderbilt Securities, LPL Financial, and J.W. Cole Advisors. Outside of advising, he tutors Series 7 candidates through Wyzant.com. Consolidated Portfolio Review Corp serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans with discretionary and non-discretionary managed accounts, financial planning, and third-party sub-advisory services. The firm employs a variety of investment strategies, including strategic asset allocation combined with fundamental and technical analysis, supporting both in-house model portfolios and independent advisor allocations.

Andrew Blakley is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Horter Investment Management, LLC, and Citigroup Global Markets. Outside of advising, he owns four H&R Block offices and serves as president of a payroll and bookkeeping services company. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm employs tactical, strategic, and dynamic investment approaches, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services through a multi-team model.

Jon Jon Knepp is a financial advisor with Gibbs Wealth Management, LLC, holding a Series 65 credential and six years of industry experience. He also owns and operates Knepp Enterprise Inc. DBA Knepp Financial Group, a financial services and insurance business he founded in 2005. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance.

Kendall Miedema is a CFP®-certified financial advisor with five years of industry experience, currently with Maia Wealth in Indianapolis, IN. His prior roles include positions at J.P. Morgan Securities and Charles Schwab & Co. Outside of advising, he holds an insurance agent license covering various carriers. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, using a combination of mutual funds, ETFs, individual securities, and independent managers. The firm employs a long-term investment strategy complemented by tactical adjustments and integrates technology with traditional oversight in its portfolio implementation.