Christopher Lake is a financial advisor with Archer Investment Corporation in Terre Haute, IN. He holds a Series 65 designation and has 13 years of industry experience, including 14 years with Archer and over 20 years as a sole proprietor. In addition to his advisory role, he is a licensed life and health insurance producer with a related business activity. 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 comprehensive investment process that includes financial assessments and diversified portfolio construction across multiple asset classes, offering both discretionary and model-driven management programs.

Matthew Jarvis is a CFP® professional with 17 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2006. He is based in Carmel, IN. 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, employing a strategic asset allocation process that incorporates third-party research and independent managers, along with specialized services such as advising private investment funds and managing pooled vehicles.

Michael Hall is a CFA® charterholder with 18 years of industry experience. He has worked at Sapient Capital LLC since 2023 and previously spent 17 years at Stifel. He serves on the investment and finance committees of Aspire Indiana, Inc. Sapient Capital LLC provides wealth management, financial planning, family office services, and sub-advisory support to individuals, families, trusts, and pooled investment vehicles. The firm uses a long-term investment approach combining fundamental and technical analysis and acts as a fiduciary for retirement accounts.

Patrick O’Marro is a financial advisor at Sapient Capital LLC with 15 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Sapient Capital in 2023, he worked for 13 years at Stifel Nicolaus & Co., Inc. 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 that 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.

Todd Spille is a financial advisor with Thurston Springer Advisors in Indianapolis, IN, holding a Series 63 designation and 38 years of industry experience. He has worked at Thurston Springer Miller Herd & Titak, Inc. since 2016 and previously held roles at StoneX Advisors Inc., Wrp Investments, Inc., and FFP Advisory Services Inc. Outside of advisory services, he is also involved as an insurance agent for term life and Medicare supplement products. 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, employing both buy-and-hold and active investment strategies tailored to client goals.

Eduardo Aguirre is a CFA® charterholder with 22 years of industry experience. He has worked at Sapient Capital LLC since 2023 and previously spent 11 years at Stifel. Aguirre serves on the investment committee of the Eiteljorg Museum, providing oversight of the foundation’s investments. Sapient Capital offers wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, and pooled investment vehicles. The firm employs a primarily long-term investment approach that integrates fundamental and technical analysis to construct diversified portfolios across various asset classes.

John Trott is a CFP® with 24 years of industry experience, currently serving with Valeo Financial Advisors, LLC since 2003. Prior to that, he was with The Valeo Financial Group, LLC for one year. 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, using firm-level strategic asset allocation, third-party research, independent managers, and model portfolios, along with services for private investment funds and pooled vehicles.

Nicholas Fohrer is a CFP® professional at Valeo Financial Advisors, LLC with 11 years of industry experience. He has been with Valeo Financial Advisors since 2012. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion 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 approach with tactical adjustments and independent managers.

Ryan Miller is a CFP® professional with 14 years of industry experience. He has worked at Plancorp, LLC since 2025 and previously held roles at Dew Wealth Management, LLC, Elser Financial Planning, Inc, and an earlier iteration of Plancorp. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with services including wealth management, financial planning, pension consulting, and tax preparation. The firm’s investment approach is based on Modern Portfolio Theory and documented Investment Policy Statements, offering both discretionary and non-discretionary management across a diversified range of assets.

Karen Fritz is a financial advisor at CG Advisory Services with 21 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Geneos Wealth Management, Inc., and WFG Investments, Inc. Fritz has also been involved with CG Advisor Network and Capital Asset Advisory Services, LLC since 2006. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and businesses. The firm provides discretionary portfolio management, financial planning, retirement plan services, and consulting through proprietary model portfolios and customized investment strategies.

Joshua Helvie is a financial advisor with Vanderbilt Advisory Services in Zionsville, IN, holding Series 63 and Series 65 licenses and 28 years of industry experience. He previously worked at LPL Financial for 18 years before joining Vanderbilt in 2026. He also operates a business under the name Helvie Financial Group. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Connor Kucera is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Sapient Capital LLC since 2023. Prior to this, he spent seven years at Stifel Nicolaus & Company. Outside of his advisory role, Kucera is involved with Special Olympics Indiana as a member of the Young Professionals Board and serves on the finance committee of Second Helpings, a community kitchen in Indianapolis. 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 employs a long-term investment approach combining fundamental and technical analysis to build diversified portfolios and acts as a fiduciary on retirement accounts under ERISA/IRC standards.

Daniel Houchens is a CFP®-certified financial advisor at Valeo Financial Advisors, LLC with 16 years of industry experience. He has worked at Valeo since 2012 and has prior experience at Bank of America, Merrill, and Morgan Stanley. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion for both retail and institutional clients. The firm offers comprehensive financial planning and portfolio management, employing strategic asset allocation, third-party research, and the use of independent managers and model portfolios.

Madison Theile is a CFP® professional at Valeo Financial Advisors, LLC with three years of industry experience. Prior to joining Valeo, Madison worked at Hurlow Wealth Management and has a background including four years at Butler University. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $12.96 billion with 108 advisors and 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 supported by third-party research and independent managers.

Julia Weaver is a financial advisor with Oxford Financial Group, Ltd. She holds a Series 65 designation and has two years of industry experience. Her prior experience includes a one-year role at Regions Private Wealth Management and multiple years at Oxford Financial Group in different capacities. 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 CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments through a diversified asset allocation approach across public and alternative asset classes.

Sherri Wilson is a Series 65-licensed financial advisor with Goelzer Investment Management in Carmel, IN, where she has worked since 1995. She has 20 years of industry experience. Goelzer serves private and institutional clients with investment advisory, asset management, consulting, and financial planning services. Organized across three teams, the firm combines proprietary research and customized portfolio construction to meet client objectives, supporting a diverse client base that includes high-net-worth individuals, foundations, pension plans, and professional athletes.

Benjamin Mossoney is a CFP® with five years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. His prior roles include positions at Charles Schwab Bank, TD Ameritrade, and Charles Schwab & Co., Inc. 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 combines strategic asset allocation with tactical adjustments, uses third-party research and independent managers, and offers services including portfolio management for pooled investment vehicles and occasional pro-bono planning for nonprofits.

Kara Wright is a CFP® with nine years of industry experience, currently with Valeo Financial Advisors, LLC. She has held various roles within Valeo since 2018, with prior experience at Spectrum Management Group, Mark Wise, Northwestern Mutual Investment Services, and CliftonLarsonAllen. 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 provides specialized services including portfolio management for private investment funds and pooled vehicles.

Elaine Beaty is a financial advisor at Goelzer Investment Management with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Beaty has been with Goelzer Investment Management since 2019. Goelzer serves private and institutional clients, including high-net-worth families, foundations, pension plans, and nonprofit organizations, providing investment advisory, asset management, consulting, and financial planning services. The firm’s three-team structure integrates proprietary research and customized portfolio construction to pursue long-term total-return objectives aligned with client risk tolerances.

Thomas Knipp is a financial advisor with Sapient Capital LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at STIFEL and Charles Schwab, as well as experience outside finance with Indiana Primetime Sports. 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 process that blends fundamental and technical analysis to build diversified portfolios and acts as an adviser and sponsor to private funds and registered ETFs.