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.

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.

Ryan Roller is a financial advisor with United Capital Financial Advisors in Indianapolis, IN, holding a Series 65 designation and 13 years of industry experience. He has been with United Capital Financial Advisors since 2015. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individual investors, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management with asset-allocation models and offers customized strategies, including ESG and faith-based options, supported by proprietary technology and research.

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.

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.

Andrew Riis is a financial advisor at Redhawk Wealth Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Able Financial Group for six years. Outside of advising, he is a 50% owner of Reachout Marketing, LLC, a marketing agency. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, families, estates, trusts, retirement plans, and charitable organizations. The firm emphasizes strategic and tactical asset allocation across multiple asset classes and offers services such as multi-generational wealth planning and separately managed accounts.

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.

Harley Shanklin is a financial advisor at Foundations Investment Advisors LLC with a Series 66 designation and 12 years of industry experience. He has worked at RDW Financial Group since 2014 and joined Foundations Investment Advisors in 2024. Outside of his advisory role, Shanklin serves as a medic and observer coach trainer in the U.S. Army Reserve and is the finance chair and treasurer for the nonprofit Folds of Honor Indiana. Foundations Investment Advisors provides financial planning and portfolio management to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach.

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.

Eric Geary is a financial advisor at Waverly Advisors, LLC with 10 years of industry experience. He holds the Series 65 designation and previously worked at Centerpoint Wealth Management, LLC and Column Capital Wealth Management. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations and provides investment management, financial planning, retirement plan consulting, and multi-family office services.

Aaron Loomis is a financial advisor at United Capital Financial Advisors in Indianapolis, IN. He holds a Series 65 designation and has experience working for the U.S. Department of Labor in the Wage HR Division from 2009 to 2025. He joined United Capital Financial Advisors in 2025. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization, ongoing monitoring, and client-facing technology.