James Wright is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Oxford Financial Group, Ltd. since 2014. He holds Series 63 and Series 66 licenses. Outside of finance, he is involved in small business ownership, managing several non-investment-related ventures including Silver Creek Shop. Oxford Financial Group serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and chief investment officer services, fiduciary trust administration, and access to private market investments through a multi-team approach emphasizing diversified asset allocation across public and alternative asset classes.

Adam Kenworthy is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Indianapolis, IN, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with LaSalle St. Investment Advisors since 2012 and its affiliated broker-dealer, LaSalle St. Securities, since 2008. Outside of his advisory role, he provides consulting advice to SK Consultant, LLC. LaSalle St. Investment Advisors offers fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment management programs, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options, with a notable emphasis on non-discretionary asset management.

Brian Rosswurm is a CFP® with 12 years of experience in financial advising. He has been with Valeo Financial Advisors, LLC since 2012. 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, tactical asset‑class adjustments, independent managers, and ongoing portfolio monitoring.

Katelyn Turcheck is a CFP® professional with seven years of industry experience currently with Valeo Financial Advisors, LLC. Her prior roles include positions at Charles Schwab Bank, Charles Schwab & Co., Inc., and Morgan Stanley. Earlier in her career, she worked with the Kokomo Jackrabbits and Finishline. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients, managing approximately $13 billion in assets. The firm employs a strategic asset allocation approach with tactical adjustments and uses independent managers when appropriate, offering both comprehensive financial planning and a simplified portfolio option called Valeo Essentials.

John Vanier III is a CFP® professional at Sapient Capital LLC with eight years of industry experience. Prior to joining Sapient Capital in 2023, he worked at Stifel and Charles Schwab. He also spent four years at Purdue University early in his career. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and investment vehicles. The firm combines fundamental and technical analysis to build diversified portfolios across various asset classes and serves as an adviser and sponsor to private funds as well as a sub-advisor to registered ETFs.

Elizabeth Tuinstra is a financial advisor with Larson Financial Group, LLC in Indianapolis, IN, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Edward Jones, Grand Canyon University, and Farmers & Merchants Bank. She also operated a babysitting business called Busy Bees Babysitting. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs both strategic and tactical investment approaches, including model portfolios, discretionary programs, option overlays, and third-party money manager recommendations.

Brent Williams is a CFP® professional with nine years at Valeo Financial Advisors, LLC and seven years of overall industry experience. Prior to joining Valeo in 2017, he worked at Ernst & Young from 2015 to 2017. Valeo Financial Advisors is a registered investment adviser managing approximately $12.96 billion in assets for individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation with tactical adjustments, use of independent managers, and ongoing portfolio monitoring supported by third-party research.

Kathleen O’marro is a financial advisor at Sapient Capital LLC with 10 years of industry experience. She holds a Series 66 designation and previously worked at Stifel, Nicolaus & Co., Inc. for 14 years before joining Sapient Capital. 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 uses a long-term investment approach combining fundamental and technical analysis to build diversified portfolios and offers discretionary and non-discretionary portfolio management as well as family office coordination and sub-advisory services.

Jonathan Buckley is a Series 65 licensed advisor with nine years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC, having previously worked at FORVIS Wealth Advisors, Centerpoint Wealth Management, and Deloitte Tax. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, discretionary and non-discretionary investment management, and family-office style services, managing approximately $12 billion in assets.

Richard Williams is a financial advisor at Foundations Investment Advisors LLC with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Madison Avenue Securities, Inc. for 15 years. Williams is also the owner of RDW Financial Group, an insurance sales business that operates alongside his financial planning practice. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers tailored advice using model portfolios and an asymmetric rebalancing approach, employing a mix of fundamental, technical, and cyclical analysis.

John Peluso Jr. is a financial advisor with Thurston Springer Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Wells Fargo Clearing, First Clearing, LLC, and Wells Fargo Advisors LLC before joining Thurston Springer in 2023. In addition to his advisory role, Mr. Peluso is a Partner at Thurston Capital, the parent company of several affiliated broker-dealer and registered investment adviser entities. Thurston Springer Advisors serves individuals across wealth levels, corporations, retirement plans, foundations, endowments, estates, and trusts. The firm provides tailored financial planning, portfolio management, and fiduciary services using a range of discretionary and non-discretionary investment strategies that include buy-and-hold, asset allocation, and active momentum approaches.

David Gilliland is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2019. His prior experience includes roles at Bank of America, Merrill, and Indiana University. 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 manages over $10 billion in client assets and offers specialized services such as due diligence for private fund sponsors and pro-bono planning for nonprofits.

William Kinder is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2016. He is based in Carmel, IN. Valeo Financial Advisors offers 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, independent managers, private funds, and alternative strategies as appropriate.

Timothy Reidy IV is a CFP® professional at The AmeriFlex Group with five years of industry experience. His prior roles include positions at RP Wealth Advisors LLC and The O.N. Equity Sales Company, as well as experience in education with 51Talk and Best Learning in China. He also assists with clerical and insurance-related tasks at RP Wealth Advisors LLC. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party manager selection, and retirement consulting with customized strategies delivered via model allocations and discretionary or non-discretionary manager relationships.

Edward Patzer is a financial advisor with Thurston Springer Advisors who holds a Series 63 designation and has 46 years of industry experience. He has been with Wells Fargo Advisors since 2013. Patzer is also the owner of The Patzer Group LLC, a wealth management firm based in Mishawaka, IN. Thurston Springer Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofits, offering customized financial planning, portfolio management, and fiduciary services. The firm employs a variety of investment approaches ranging from buy-and-hold to more active strategies involving technical and fundamental analysis.

Phillip Clark is a financial advisor with Invst, LLC in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked with Jarred Bunch Consulting, LLC since 2016 and Sii since 2013. Outside of his advisory role, Phillip is also a personal trainer. Invst, LLC provides financial planning, consulting, investment management, and retirement plan consulting to individuals—including high-net-worth clients—as well as pension and profit-sharing plans. The firm employs a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and manages approximately $1.565 billion in assets for over 2,100 clients.

Aidan Newsom is a CFP® professional with experience at Valeo Financial Advisors, Impact Financial Group, and Donaldson Capital Management. He has a background that includes roles in education and sports facility management. 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 manages over $10 billion in client assets and offers specialized services including pro-bono planning and a subsidiary focused on due diligence for private fund sponsors.

William Kopp is a CFP® professional with five years of industry experience. He is currently with Sapient Capital LLC and has previously worked at Oxbow Advisors, Freedom Day Solutions, Krueger & Catalano Capital Partners, Newmark Group, and Vanderbilt University. 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 follows a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios and acts as an adviser and sponsor to private funds, as well as a sub-advisor to registered ETFs.

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.