Garrett Chmiola is a CFP® certificant with seven years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2022. His prior roles include positions at RSM US Wealth Management LLC and several other firms dating back to 2017. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion and serving over 3,000 clients. The firm offers comprehensive financial planning and individualized portfolio management for retail and institutional clients, employing a strategic asset allocation approach supported by third-party research and independent managers.

Cheryl Schwartz is a financial advisor with Archer Investment Corporation, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has worked at Archer Investment Corporation since 2017 and previously spent 20 years at H.D. Vest Investment Securities, Inc. and 28 years at Hess Financial Services. Outside of her advisory role, she is involved in tax preparation and accounting through her management of HESS & SCHWARTZ, LLC. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm offers customized financial assessments and portfolio management using diversified allocations across various asset classes and maintains an extensive network of independent adviser representatives.

Jamie Ratner Rich is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with Sapient Capital LLC and has previously worked at Stifel Nicolaus & Co., Inc., and J.P. Morgan, including J.P. Morgan Securities and J.P. Morgan Chase Bank. Outside of his advisory role, he serves on several nonprofit boards in Indianapolis, including as President of the Board for the Indianapolis Jewish Community Relations Council and Treasurer of the John Boner Neighborhood Centers. Sapient Capital LLC offers 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 utilizes a primarily long-term investment process that combines fundamental and technical analysis to construct diversified portfolios, and it acts as a fiduciary for retirement accounts under ERISA/IRC standards.

Charlotte Lippert is a CFA® charterholder with 21 years of industry experience. She currently serves as an advisor at Valeo Financial Advisors, LLC, where she has worked since 2017. Her prior roles include positions at Charlotte Lippert Wealth Management, Bedel Financial Consulting Inc, and Signal Capital Management, Inc. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion across 108 advisors. The firm offers comprehensive financial planning and portfolio management to retail, high-net-worth, and institutional clients, employing a strategic asset allocation approach supplemented by third-party research and independent managers.

William Turner is a CFP® professional with 20 years of industry experience. He currently works at Elevation Point Wealth Partners, LLC and previously spent 15 years at Bank of America, N.A. and 20 years at Merrill. Outside of his advisory role, he is involved as a general partner and managing member in several small business ventures, including a passenger transport LLC and a home cleaning service. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm offers portfolio management through various strategies including separately managed accounts, model portfolios, and co-advisory programs, blending strategic and tactical asset allocation across multiple investment vehicles.

Ricky Krause is a financial advisor with Archer Investment Corporation in Carmel, IN, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at Archer since 2012 and also operates tax preparation and accounting services through the Reingold Company and TKC Financial Group. 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 that considers cash flow, tax concerns, and risk tolerance, offering both discretionary management and model-based strategies.

Collin Kelly is a financial advisor at Maia Wealth in Indianapolis, IN, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at J.P. Morgan Securities and Charles Schwab & Co., Inc. In addition to his advisory work, he is licensed as an insurance agent with various carriers. Maia Wealth provides discretionary and non-discretionary 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 and integrates technology and third-party platforms to implement ETF-based allocations and automated rebalancing.

Dustin Thomas is a CFP® and Series 65-licensed advisor at Savvy with 12 years of industry experience. He previously worked at Valeo Financial Advisors and Column Capital Advisors, LLC. Outside of his advisory role, he owns Thomas Ten-Forty, LLC, where he prepares individual tax returns. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm 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 external research.

Jenna Spurrier is a financial advisor with Thurston Springer Advisors in Indianapolis, IN, holding a Series 66 credential and 25 years of industry experience. She has been with Thurston Springer Miller Herd & Titak, Inc. since 2016. Outside of her advisory role, she is involved as a board member with the nonprofit Impact 100 Greater Indianapolis and operates a Spanish translation service. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, offering comprehensive financial planning, portfolio management, and fiduciary services tailored to client goals through a range of strategies including both buy-and-hold and active momentum models.

Jacob Zeiher is a CFP® professional with six years of industry experience, currently serving at Valeo Financial Advisors, LLC. His prior experience includes roles at First Allied Securities, Inc. and Cardinal Health, Inc. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion in assets across 108 advisors and 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 with tactical adjustments and independent managers.

Katherine Harper is a financial advisor at Valeo Financial Advisors, LLC with 13 years of industry experience. She holds the Series 66 designation and has worked at Allworth Financial, Innovative Portfolios, Sheaff Brock Investment Advisors, Salzinger Sheaff Brock, and Charles Schwab. 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 emphasizes strategic asset allocation, uses third-party research and independent managers, and offers services including portfolio management for pooled investment vehicles and pro-bono planning for nonprofits.

Zachary O'connor is a CFP® professional with two years of industry experience, currently serving at Valeo Financial Advisors, LLC. His prior work includes roles at CSI Advisory Services, Butler University, and Columbus High School. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion and serving both retail and institutional clients. The firm offers comprehensive financial planning and individualized portfolio management, utilizing strategic asset allocation, third-party research, and independent managers, while also providing specialized services such as advising private investment funds and managing pooled vehicles.

Andrew Blackwell is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with International Assets Investment Management and its affiliate since 2019, with prior roles at Sanctuary Advisors, LLC and David A Noyes and Company. Outside of his advisory work, he co-owns BLACORUSA, LLC, a private label entity involved in marketing and advertising. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and business entities through a national network of independent adviser representatives. The firm offers customized portfolio management using a range of investment vehicles and may utilize third-party managers and wrap programs to support client objectives.

Richard Hall is a CFP® with 13 years of industry experience, currently serving at Oxford Financial Group, Ltd where he has worked since 2014. He holds the Series 63 designation and is based in Carmel, Indiana. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, 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 through a diversified, multi-asset investment approach.

Gregory Goelzer is a financial advisor at Goelzer Investment Management with 41 years of industry experience. He has been with Goelzer Investment Management since 1997 and holds the Series 63 designation. Goelzer Investment Management serves private and institutional clients including individuals, high-net-worth families, foundations, endowments, pension plans, nonprofits, and governmental entities. The firm offers investment advisory, asset management, consulting, and financial planning services through three specialized teams, combining proprietary research and customized portfolio construction to address client objectives.

Scott Ryan is a CFA® charterholder with Series 63 and Series 66 licenses and has over 12 years of experience in finance. He has worked at Oxford Financial Group, Ltd. since 2026 and previously spent 11 years with the Indiana University Foundation. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals and families, as well as institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and chief investment officer services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments, with an investment approach focused on diversified asset allocation across public and alternative asset classes.

Robert Twitchell is a CFA® charterholder with 22 years of industry experience. He has been with Oxford Financial Group, Ltd. since 2009. Oxford Financial Group serves ultra high-net-worth individuals and families, as well as institutional clients, offering family office and CIO services, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative asset classes and manages both discretionary and non-discretionary assets through an integrated operating model with affiliated entities.

Emeliano Ameye is a CFP® and Series 65 credentialed advisor with six years of industry experience. He has been with Valeo Financial Advisors, LLC since 2019, with a brief tenure at Baron Wealth Management, LLC, and prior roles outside the financial sector. 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 strategic asset allocation, third-party research, and independent managers, with specialized services including advisory roles for private investment funds and pro-bono planning for nonprofits.

Robert Edwards is a CFA® charterholder and holds a Series 65 license with 22 years of industry experience. He has been with Valeo Financial Advisors, LLC since 2008 and previously worked at Signal Capital Management, Inc. from 2002 to 2007. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion for over 3,000 clients. The firm offers comprehensive financial planning and portfolio management to both retail and institutional clients, using a strategic asset allocation approach supplemented by third-party research and independent managers.

Terilyn Schwartz is a financial advisor at Oxford Financial Group, Ltd with 12 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Oxford Financial Group in 2022, she worked at Northwestern Mutual Investment Management and affiliated entities from 2014 to 2022. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held business owners, providing family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments. The firm employs a diversified asset allocation approach across public and alternative asset classes and manages both discretionary and non-discretionary capital, with a distinctive integrated model that includes in-house direct investment capabilities.