Ted Christofolis is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. He has worked at Valeo since 2012 and has prior experience with StanCorp Investment Advisers and Redwood Accounting Services. 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 access to independent managers and alternative strategies. The firm manages over $10 billion in assets and operates a subsidiary focused on due diligence and investor-relations services for private fund sponsors.

Regan Clark is a CFP® professional with five years of industry experience, currently serving as an advisor at Valeo Financial Advisors, LLC since 2019. Based in Carmel, IN, Clark began their career after completing an extended period of education. Valeo Financial Advisors is a registered investment adviser managing approximately $12.96 billion in client assets for individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm employs strategic asset allocation with tactical adjustments, uses independent managers as appropriate, and incorporates third-party research and technology in its portfolio management.

James Mlott is a financial advisor at Thurston Springer Advisors in Indianapolis, Indiana, with 41 years of industry experience. He holds a Series 63 designation and has worked at Thurston Springer since 2009, with prior experience at Wells Fargo Clearing and A. G. Edwards & Sons. 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, utilizing both buy-and-hold and active investment strategies tailored to client goals.

Joshua Shneyderov is a financial advisor with Sapient Capital LLC in Indianapolis, IN, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Stifel, OREC Securities, LLC, and Hutchinson, Shockey, Erley & Co. Outside of his advisory work, he serves as a football official for middle school and high school games. 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 employs a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios across multiple asset classes.

Stephen Schug is a financial advisor at ON Investment Management CO with 40 years of industry experience. He holds the Series 63 designation and has worked at Capital Analysts, Incorporated, Lincoln Investment, and Ohio National Financial Services. Outside of his advisory role, he serves as President of Main Street Pendleton, an organization focused on historic preservation, and is Treasurer of the United Methodist Mens Group. ON Investment Management Company is a SEC-registered adviser offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm utilizes a mix of discretionary and non-discretionary management and integrates third-party investment programs alongside broker-dealer activities.

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 seven years of industry experience, currently serving as an advisor at Valeo Financial Advisors, LLC since 2017. Prior to this, he was a student from 2001 to 2018. Valeo Financial Advisors is a registered investment adviser that manages approximately $13 billion in client assets for individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm employs a strategic asset allocation approach complemented by tactical adjustments and independent manager selection, supported by third-party research and portfolio monitoring.

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® 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 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 offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment programs with a focus on asset-allocation models using mutual funds, ETFs, equities, fixed income, and options.

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.