Dylan Hamerin is a financial advisor with Sapient Capital LLC in Indianapolis, holding a Series 65 designation and beginning his advisory career in 2022. He previously worked at Fi3 Financial Advisors, LLC for four years and has experience coaching high school tennis. Sapient Capital provides wealth management, financial planning, and family office services to individuals, high-net-worth families, trusts, and foundations. The firm employs a long-term investment approach combining fundamental and technical analysis, and it also acts as an adviser and sponsor to private funds and registered ETFs.

Andrew Brown is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2015. Prior to his advisory role, he has been involved with Sunrise Gymnastics since 2008 and also judges gymnastics competitions as a sole proprietor. 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 also offers a scaled service for emerging clients and periodically provides pro-bono planning to nonprofit organizations.

Harrison Mc Dougal is a financial advisor with Elevation Point Wealth Partners, LLC in Indianapolis, IN. He holds the Series 65 and Series 63 credentials and has nine years of industry experience. Prior to joining Elevation Point Wealth Partners in 2026, he worked at Bank of America and Merrill for six years. Outside of his advisory role, he has served as a high school football official with the Indiana High School Athletic Association since 2015. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities using model portfolios and tactical asset allocation, incorporating mutual funds, ETFs, and third-party managers, with integrated insurance and annuity services.

Geoff Beck is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2017. He is based in Carmel, IN. Valeo Financial Advisors provides 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 and alternative strategies, managing approximately $10.64 billion in client assets.

David Page is a CFP® professional with 11 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2014. He is based in Carmel, IN. Valeo Financial Advisors is a registered investment adviser managing approximately $13 billion in assets for individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes strategic asset allocation with tactical adjustments and employs independent managers when appropriate, offering both comprehensive financial planning and a simplified service model called Valeo Essentials.

Andrew Renz is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Invst, LLC. His prior experience includes roles at Indiana University Health and RSM US LLP. Invst, LLC provides financial planning, consulting, investment management, and retirement plan consulting for 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, using a combination of fundamental, technical, and cyclical analysis to build diversified portfolios.

James Wright is a CFP® professional with 15 years of industry experience, currently serving at Oxford Financial Group, LTD since 2014. Based in Carmel, IN, he holds Series 63 and Series 66 licenses. Outside of advising, he is involved in operating several non-investment-related businesses, including real estate ventures and a retail shop. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, CIO-led portfolio construction, and fiduciary support. The firm emphasizes asset allocation, diversification across public and private markets, and offers both discretionary and non-discretionary management, with access to private market and alternative investments.

Adam Kenworthy is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with LaSalle St. Investment Advisors since 2012 and has worked at LaSalle St. Securities since 2008. Outside of his advisory role, he provides consulting advice through SK Consultant, LLC. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies across mutual funds, ETFs, equities, fixed income, options, and alternative vehicles, managing a substantial portion of assets on a non-discretionary basis.

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.

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 Series 66-licensed financial advisor with 21 years of industry experience. He currently works at Foundations Investment Advisors LLC and has held roles at Madison Avenue Securities, Inc. for 18 years. Williams is also the owner of RDW Financial Group, where he is involved in insurance sales as part of overall financial planning. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,600 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser representatives.

John Peluso Jr. is a financial advisor at Thurston Springer Advisors with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Wells Fargo Advisors and First Clearing. He is also a Partner at Thurston Capital, the parent company of Thurston Springer Advisors and affiliated entities. Thurston Springer Advisors serves a diverse client base, including high-net-worth individuals, corporations, and institutions, providing financial planning, portfolio management, retirement-plan consulting, and sub-advisory services. The firm employs a variety of investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts primarily on a discretionary basis.

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 in Indianapolis, IN, holding a Series 63 designation and bringing 45 years of industry experience. He has been with Wells Fargo Advisors since 2013. Outside of his advisory role, he is the owner of The Patzer Group LLC, a wealth management business. Thurston Springer Advisors serves individuals, corporations, and institutions by providing financial planning, portfolio management, retirement-plan consulting, and sub-advisory services. The firm employs a range of investment strategies including Tactical Momentum and Earnings Momentum, managing accounts primarily on a discretionary basis.