Ryan Averett is a financial advisor with Invst, LLC in Indianapolis, IN, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC, Brandon Halverson, and Shane Waller. Outside of advisory work, he has experience with Vision Real Estate. Invst, LLC provides 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 employs a multi-faceted investment approach combining fundamental, technical, and cyclical analysis, and manages approximately $1.565 billion in assets for over 2,100 clients.

Edward Wildermuth is a CFP® and ChFC® with 13 years of industry experience. He is currently with Savvy and has previously worked at Mosaic Wealth Advisors, Commonwealth Financial Network, and New York Life among others. He serves as a board member and Director of NexGen for the Financial Planning Association of Greater Indiana, where he mentors less experienced advisors. 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 including direct indexing, tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.

Daniela Aviles is a CFP® professional with five years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2019. She was a student from 2001 to 2019 before beginning her advisory career. 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 offers services ranging from model portfolios to pro-bono planning for nonprofits.

Brandon Marvel is a financial advisor at Elevation Point Wealth Partners, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Bank of America/Merrill Lynch for seven years. Outside of financial advising, he works part-time with Callaway Golf Company as a demo day representative, a role he has held since 2013. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser with $8.29 billion in assets under management and 53 advisors. The firm serves individuals, retirement plans, trusts, estates, corporations, and other business entities, using a model portfolio approach that incorporates tactical asset allocation and third-party managers, along with integrated insurance distribution and annuity servicing.

Lindsey Fairchild is a Certified Financial Planner™ (CFP®) with seven years of industry experience. She has worked at Valeo Financial Advisors, LLC since 2018 and previously was with TD Ameritrade from 2016 to 2018. Valeo Financial Advisors provides comprehensive financial planning and investment management services to individuals, families—including high-net-worth clients—and institutional clients such as trusts, estates, charitable organizations, and corporations. The firm employs a strategic asset-allocation framework with tactical adjustments, incorporates third-party research, and offers specialized services through its subsidiaries and programs.

Peter Welsh is a financial advisor at Invst, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Thurston Springer and OneAmerica Securities. In addition to his advisory role, he serves as Managing Director of Retirement and Wealth at Ispira Financial in a management capacity. Invst, LLC provides financial planning, consulting, 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, utilizing a combination of fundamental, technical, and cyclical analysis to build diversified portfolios.

Charles Ney is a CFP® with three years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2020. His prior experience includes roles at Kemper Insurance and CohnReznick, LLC. 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 a range of investment strategies. The firm manages over $10 billion in assets and operates subsidiaries offering due diligence and investor-relations services.

Jonathan Hueftle is a financial advisor with SYM Financial Advisors in Indianapolis, IN, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with SYM Financial Advisors since 2000. SYM Financial Advisors manages approximately $5.8 billion through a 32-advisor multi-team platform, serving individuals, pension plans, charities, and businesses with wealth management, financial planning, portfolio management, and qualified retirement plan consulting. The firm’s investment approach combines top-down tactical asset allocation with fundamental and technical analysis, utilizing mutual funds, ETFs, independent managers, and alternative investments.

Sara Omohundro is a CFA® charterholder at Goelzer Investment Management with one year of industry experience. She previously worked at Elevate Ventures and the Indiana Public Retirement System. Goelzer Investment Management serves private and institutional clients, including high-net-worth families, foundations, and governmental entities. The firm combines proprietary research and customized portfolio construction across three teams to pursue long-term total-return objectives aligned with client risk tolerances.

Richard Seaver is a CFP® professional with 21 years of industry experience, currently advising clients at Valeo Financial Advisors, LLC since 2005. He holds Series 63 and Series 65 licenses. 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 emphasizes strategic asset allocation with tactical adjustments, utilizes independent managers, and incorporates third-party research and technology to support portfolio management.

Rex Davidson is a financial advisor at Archer Investment Corporation with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Archer since 2017. Prior to that, he spent seven years at Hd Vest Investment Services and has served as president of Davidson & Company CPAs since 2004, where he provides tax preparation and accounting services. Archer Investment Corporation offers 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 provides customized portfolio management and model-based strategies, emphasizing diversified allocations and regular account reviews.

Jamie Vladuchick is a CFA® charterholder with 10 years of industry experience. He has worked at Valeo Financial Advisors, LLC since 2021 and previously spent eight years at Windsor Wealth Management. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm employs a strategic asset-allocation approach with tactical adjustments and incorporates third-party research and alternative strategies as appropriate.

Kurtis Ternet is a financial advisor at Archer Investment Corporation with two years of industry experience. He holds a Series 65 designation and has worked at Archer since 2023. Outside of his advisory role, he coaches baseball part-time for the Midwest Canes. 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 tailored to clients’ cash flow, liquidity, tax considerations, and risk tolerance.

Mark Damer is a financial advisor at Thurston Springer Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Noyes Advisors LLC and David A. Noyes & Company. Damer serves on the board of the Carmel Clay Historical Society, a nonprofit organization. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and charitable institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts with discretionary authority under its Compass agreements.

Gavin Gilpin is a financial advisor at Avantax Planning Partners, Inc. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Cetera Wealth Services and several Avantax affiliates. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm works primarily through CPA firms and registered Advisor Representatives and uses firm-designed style allocation models with an emphasis on tax-intelligent strategies.

Matthew Keller is a CFP® professional with four years of industry experience, currently with Valeo Financial Advisors, LLC since 2022. He previously worked at Ernst & Young LLP for three years and was a full-time college student from 2014 to 2018. Valeo Financial Advisors is a registered investment adviser managing approximately $13 billion in client assets for individuals, families, trusts, estates, charitable organizations, and business clients. The firm’s investment process focuses on strategic asset allocation combined with tactical adjustments, third-party independent managers, and ongoing portfolio monitoring.

Jordan Kanter is a financial advisor at Apollon Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Charles Schwab & Co., Inc. Outside of his advisory role, Kanter is employed part-time at ELKO Inc., a kitchen and bath fabrication company, where he provides technical support and web design. Apollon Wealth Management is an SEC-registered firm serving individuals, families, businesses, charitable organizations, retirement plans, and pooled investment vehicles. The firm combines centrally managed and locally managed strategies, uses fundamental analysis alongside tactical allocations, and offers specialized services including ESG risk-based models, Direct Indexing with ESG overlays, and tax management tools.

Logan Mears is a CFP® professional with four years of industry experience, currently serving at Valeo Financial Advisors, LLC. His prior experience includes roles at Cetera ADVISORS LLC, Northwestern Mutual, and Somerset CPAs and Advisors. He has maintained a long-term affiliation with Indiana University Purdue University of Indianapolis since 2018. 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 alternative strategies while managing approximately $10.64 billion in client assets.

Dale Self is a financial advisor at Maia Wealth with 28 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for J.P. Morgan Securities for 11 years. Outside of his advisory work, he is the managing member of F1rst Wellness LLC, a health and wellness business. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, using a range of portfolio management strategies and coordinating estate-planning and tax services through outside specialists. The firm employs fundamental, technical, and cyclical analysis with a long-term investment approach and integrates both independent managers and automated platforms in its services.

Thomas Mayer is a financial advisor with Capital Analysts in Carmel, IN, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been affiliated with Capital Analysts since 2004 and has roles at Shepherd Financial, including founding partner and CEO, where he manages retirement plan consulting and individual wealth management. Capital Analysts serves a diverse client base ranging from individual and high-net-worth investors to institutional clients, providing discretionary and non-discretionary portfolio management through various programs. The firm’s investment decisions are supported by an in-house Investment Management & Research team using proprietary screening processes and offers a range of portfolio customization options.