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.

Lisa Cantu is a financial advisor at Goelzer Investment Management with a Series 65 designation and three years of industry experience. Her prior roles include positions at Marian University, CUNA Mutual Group, Aurora Financial Strategies, and INVEX Banco. Goelzer Investment Management serves private and institutional clients, offering investment advisory, asset management, consulting, and financial planning services. The firm employs a team-based approach combining proprietary research and customized portfolio construction to meet long-term total-return objectives aligned with client risk tolerances.

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.

Arielle Williams is a financial advisor at Gradient Advisors, LLC with three years of industry experience. She holds a Series 65 credential and has worked at Gradient Advisors since 2022. Prior to this, she was associated with American Senior Benefits and Bankers Life. Williams serves as president of Royal Neighbors, a nonprofit organization based in Indianapolis. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 advisors across 154 offices and employs a mix of fundamental, technical, and cyclical analysis to tailor strategies, typically delivering ongoing portfolio services on a non-discretionary basis.

Paul Hargitt III is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, with 25 years of industry experience. He holds a Series 63 designation and has been with Thurston, Springer, Miller, Herd & Titak, Inc. since 2000. Outside of his advisory role, he serves as Treasurer and Trustee of the Broad Ripple Masonic Lodge #643. Thurston Springer Advisors serves individuals, corporations, charitable institutions, foundations, endowments, estates, and retirement plans, offering financial planning, portfolio management, retirement-plan consulting, and sub-advisory services. The firm employs a variety of investment strategies including Tactical Momentum, Earnings Momentum, technical and fundamental analysis, and manages accounts through discretionary agreements and wrap fee programs.

Matthew Hood is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Indianapolis, IN, holding Series 63 and Series 65 credentials with 24 years of industry experience. He has been with LaSalle St. Investment Advisors since 2010 and has been associated with LaSalle St. Securities since 2005. Outside of his advisory role, Hood serves as Treasurer for the Alpha Omicron Educational Foundation in Indianapolis. 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 various asset classes using both passive and active approaches and manages a predominance of non-discretionary assets.

Daniel Maloney is a financial advisor with Avantax Planning Partners, Inc. in Indianapolis, IN, holding a Series 66 designation and 16 years of industry experience. His prior work includes ten years at Edward Jones and two years at Thurston Springer. Outside of advising, he serves on the National Executive Council for the Alpha Kappa Lambda fraternity and hosts a weekly bar trivia game in Carmel, IN. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm delivers these services primarily through a network of CPA firms and advisor representatives, using firm-designed style allocation models overseen by an investment advisory committee, and offers tax-intelligent strategies, centralized trading, and annual reviews.

Kyle Riddle is a CFP® professional with nine years of experience in financial advising. He has been with Valeo Financial Advisors since 2015. Invst, LLC offers financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting to 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 serving over 2,000 clients, utilizing a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios.

Hayden Ludwig is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Valeo Financial Advisors, LLC since 2020 and previously held roles at Golden Reserve, LLC, New York Life, Federal Mogul, and Ohio State University. Valeo Financial Advisors is a registered investment adviser managing approximately $13 billion in client assets, serving individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm employs a strategic asset allocation process with tactical adjustments and utilizes unaffiliated independent managers, supported by third-party research from providers such as Fidelity and Morningstar.

Reed Shaffer is a financial advisor at Archer Investment Corporation holding a Series 65 designation. He has no prior industry experience and previously worked at Patton Archer Corporation and Rentabit. Reed was a full-time student for ten years before entering the financial advisory field. 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 client assets on a discretionary basis.

Andrew Grove is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, with 27 years of industry experience. He has held positions at Wells Fargo Advisors Financial Network LLC for 14 years prior to joining Thurston Springer Financial. Grove holds Series 63 and Series 66 credentials. Thurston Springer Advisors serves a diverse client base, including high-net-worth individuals, corporations, and charitable institutions, offering services such as financial planning, portfolio management, and retirement-plan consulting. The firm employs various investment strategies, including Tactical Momentum and Earnings Momentum, and manages accounts on a discretionary basis through its wrap fee programs.

Zachary Littleton is a financial advisor at Oxford Financial Group, LTD with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. 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 alongside in-house private investment platforms.

Peter Joseph Royeca is a CFP® professional with experience at Valeo Financial Advisors, LLC, Ameriprise Financial, and prior roles including work at The Foundry Lofts and Apartments and academic involvement at the University of Notre Dame. He has been active in the financial services industry since 2022. 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, third-party managers, and comprehensive financial planning.

Thomas Staley is a CFP® with 19 years of industry experience. He currently works at Maia Wealth and previously spent 11 years at J.P. Morgan Securities LLC. In addition to his advisory role, he is also a licensed life and health insurance agent. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses. The firm employs a range of investment strategies including fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary portfolio management alongside retirement plan advisory and education.

Jorey Dimopoulos is a financial advisor at Thurston Springer Advisors with six years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab & Co., Inc., Northwestern Mutual, and Lake Central School Corporation. Thurston Springer Advisors serves a diverse client base, including high-net-worth individuals, corporations, and institutional entities, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum, managing accounts typically on a discretionary basis under its Compass agreements.

James Scheri is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. His prior work includes roles at Sam's Club, Chick-fil-A, and Indiana University. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm employs a strategic asset-allocation framework with tactical adjustments and incorporates third-party research and independent managers, while also offering services such as pro-bono planning for non-profits and due diligence through its subsidiary, TwoPointO.

James Walker Jr. is a financial advisor with Thurston Springer Advisors in Indianapolis, IN, holding Series 63, Series 65, and Series 66 licenses and bringing 15 years of industry experience. He previously spent 22 years with LPL Financial LLC before joining Thurston Springer Advisors in 2020. He also operates under the DBA J.F. Walker Investments. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum, utilizing both fundamental and technical analysis, and manages accounts primarily on a discretionary basis.