Robert Webb is a CFA® charterholder and financial advisor with Oxford Financial Group, Ltd in Carmel, IN, where he has worked since 2021. He has 5 years of industry experience and previously spent 18 years at State Farm. Webb serves on Limited Partner Advisory Committees for certain underlying investment funds as part of his role at Oxford Financial Group, without compensation. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held business owners. The firm provides family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments, employing a diversified approach across public and alternative asset classes.

Eric Martz is a financial advisor at IP Financial Advisory Services LLC with seven years of industry experience. He holds Series 65 and Series 66 licenses and has been involved with Martz Solutions Group, a business consulting practice he solely owns. Additionally, he works as an independent regional wholesaler. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm emphasizes non-high-net-worth investors and retirement plan participants, offering personalized portfolio construction and a range of analytical and consulting services.

Lane Stamper is a financial advisor with Maia Wealth in Indianapolis, holding a Series 66 designation and six years of industry experience. His prior roles include positions at JPMorgan Chase Bank and Cetera, among others. Stamper also works as an insurance agent with various carriers outside of his investment advisory activities. 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 to implement portfolios that combine traditional oversight with technology-driven solutions.

Felipe Baeza Correa is a financial advisor at Gradient Investments, LLC with two years of industry experience. He holds a Series 65 designation and has held roles at Civitas Holding, Inc., Civitas Financial LLC, and other related firms. Outside of advisory work, he serves as a finance manager at Caris Financial Holdings, where he supports profit optimization and financial forecasting through automated reporting. Gradient Investments, LLC provides discretionary investment management to a broad client base including individuals, institutions, and charitable organizations. The firm uses a proprietary investment framework and offers a variety of model and custom portfolios managed on a discretionary basis.

Thomas Mincy is a financial advisor at Ausdal Financial Partners, Inc. in Indianapolis, IN, holding a Series 66 designation with 18 years of industry experience. He has been with Ausdal Financial Partners since 2013. Outside of his advisory role, he is involved in insurance sales through Silver Birch Capital Advisors, dedicating limited time to this activity. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies and custodial platforms.

Charles Penola is a CERTIFIED FINANCIAL PLANNER™ professional with six years of industry experience. He has worked at Valeo Financial Advisors, LLC since 2021 and previously held positions at MML Investors Services, MassMutual Life Insurance Company, Nationwide Advisory Solutions, Hire Road, Inc., Vested Risk Strategies, and Hillsdale College. 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, utilizing firm-level strategic asset allocation, third-party research, and independent managers, while also providing specialized services such as advisory roles for private investment funds and pro-bono planning for nonprofit clients.

Bryan Richardson is a financial advisor at Consolidated Portfolio Review Corp with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Advisors Share Wealth Management, LLC and EBH Securities, Inc. In addition to his advisory role, he operates as a self-employed insurance agent providing life and health insurance products. Consolidated Portfolio Review serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, offering managed accounts, financial planning, and access to third-party sub-advisors. The firm’s investment approach includes strategic asset allocation with fundamental and technical analysis, supporting both proprietary model portfolios and third-party advisor allocations.

David Thyen is a financial advisor with Larson Financial Group, LLC in Indianapolis, holding a Series 65 designation and six years of industry experience. He previously worked at Midwest Wealth Management Inc., Valeo Financial Advisors, Fifth Third Trading Center, and Kimball Electronics. Larson Financial Group 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 uses a combination of model portfolios and custom discretionary programs employing strategic and tactical approaches, including option overlays and separately managed accounts, and supports its advice with AI-assisted research tools alongside human review.

Kory Fay is a CFP® and Series 65-licensed advisor with 10 years of industry experience, currently with Goelzer Investment Management where he has worked since 2019. His prior roles include positions at Change Path LLC, Preservation Wealth Advisors LLC, and EDU. Wealth Advisors LLC. He is a licensed insurance agent though not actively seeking additional business in that area. Goelzer Investment Management serves private and institutional clients, including high-net-worth families, foundations, and governmental entities, providing investment advisory, asset management, consulting, and financial planning services. The firm organizes its work across three specialized teams and offers tailored solutions such as an OCIO role for institutional clients and a Private Office for complex estates.

Kevin Mcdougall is a financial advisor at Thurston Springer Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors, Equitable Advisors, and Morgan Stanley. Based in Indianapolis, IN, Mcdougall has spent the majority of his career at Wells Fargo Advisors. 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 services, utilizing a combination of fundamental, technical, and cyclical investment analysis to support both buy-and-hold and active strategies.

Timothy Wittenbrook is a CFP® with 11 years of industry experience, currently serving at Oxford Financial Group, Ltd since 2014. He holds a Series 63 license and is based in Carmel, Indiana. 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, employing a diversified approach across public and alternative asset classes.

James Titak is a financial advisor with Thurston Springer Advisors in Indianapolis, holding a Series 63 designation and 45 years of industry experience. He has been with Thurston, Springer, Miller, Herd & Titak, Inc. since 1992 and has also worked at T.S. Phillips Investments Inc. since 2022. Outside of advisory work, he is involved with several business ventures, including serving as chairman of Thurston Springer Insurance, LLC and MyClient, LLC, a technology company. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, using a combination of investment analysis methods to support both buy-and-hold and active strategies.

Brian Melvin is a CFP® with 22 years of industry experience and has been with United Capital Financial Advisors since 2015. He is licensed as an insurance agent for life, health, and annuity products through United Capital Risk Management. United Capital Financial Advisors provides comprehensive financial planning and investment management services nationwide, serving individual investors, corporations, retirement plans, and institutional clients. The firm employs discretionary portfolio management with asset-allocation models and offers customized solutions including ESG and faith-based preferences.

Joseph Mitchell is a financial advisor at Oxford Financial Group, Ltd with 16 years of industry experience. He holds the CFP® and CFA® designations and has worked previously at firms including Bessemer Trust, Cresset Asset Management, Berman Capital Advisors, Crawford Investment Counsel, and Charles Schwab. Oxford Financial Group serves ultra high-net-worth individuals, families, and institutional clients by offering family office and chief investment officer services, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative assets and manages both discretionary and non-discretionary portfolios.

Davis Odom is a CFP® professional with two years of industry experience, currently with Valeo Financial Advisors, LLC. Prior to joining Valeo, he held various roles at Ball State University, Zimmer Biomet, Milestone Contractors LP, Kroger, and Morristown High School. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving over 3,000 clients. The firm offers comprehensive financial planning and portfolio management to both retail and institutional clients, employing a strategic asset allocation approach with tactical adjustments and the use of independent managers and model portfolios.

Colton Romine is a CFP® professional with three years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2021. Prior to joining Valeo, he held positions in various companies including Hearthside Food Solutions and Masterbrand Cabinets. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving retail, high-net-worth, and institutional clients. The firm offers comprehensive financial planning and portfolio management, employing a strategic asset allocation approach that incorporates third-party research, independent managers, and tactical asset-class adjustments.

Luke Lambeck is a CFP® professional at Valeo Financial Advisors, LLC with experience beginning in 2023. He previously worked at Morgan Stanley and was affiliated with Valeo in multiple roles since 2023. His background also includes four years at Purdue University. Valeo Financial Advisors is a multi-team SEC-registered firm managing nearly $13 billion across 108 advisors and serving retail and institutional clients. The firm offers comprehensive financial planning and portfolio management with a focus on strategic asset allocation, third-party research, and independent managers, while also providing specialized services such as advising private investment funds and pro-bono planning for nonprofits.

Thomas Pence is a CFA® charterholder with 23 years of industry experience. He is currently with Sapient Capital LLC, joining in 2023 after seven years at Stifel Nicolaus & Co Inc. Pence serves on the board and governance committee of the Eskenazi Health Foundation and is an investment committee member for the Indianapolis Museum of Art. He also advises Trade Secret Chocolates Inc., a local chocolate retailer. Sapient Capital LLC 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 combines 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.

Chad Reed is a CFP® with 19 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2005. Prior to joining Valeo, he worked at Ameritas Investment Company, LLC and The Advisors Group, Inc. from 2004 to 2005. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion for retail, high-net-worth, and institutional clients. The firm offers comprehensive financial planning and portfolio management, utilizing strategic asset allocation, third-party research, independent managers, and model portfolios, while also providing specialized services such as advisory roles for private investment funds and pooled vehicles.

Peter Grass is a financial advisor at Mutual Of Omaha Investor Services, Inc. with 36 years of industry experience. He holds the ChFC® designation and Series 63 license and has been with Mutual Of Omaha since 1989. Outside of advising, he is involved in an entrepreneurial venture, Grass Family Bees LLC, which sells honey, wax products, live bees, and garden plants. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates primarily through a platform relationship with Envestnet and integrates broker-dealer and insurance distribution businesses within the Mutual of Omaha group.