Margaret Loudenburg is a financial advisor at First Heartland Consultants, Inc. with 10 years of industry experience. She holds the Series 66 designation and has worked at First Heartland Capital Inc since 2015 and Hanson & Snyder since 2012. First Heartland Consultants serves a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions through a network of independent adviser representatives.

Russell Delibero is a financial advisor at Oxford Financial Group, Ltd with 19 years of industry experience. He holds the CFP® and ChFC® designations and previously worked for Goldman Sachs Wealth Services/Mercer Allied for 11 years. In addition to his advisory role, he serves as a professor at The American College of Financial Services, lecturing in the graduate program. Oxford Financial Group 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, with an investment approach that emphasizes diversified asset allocation across public and alternative asset classes.

Neal Davis is a CFP®, CFA®, and holds a Series 65 license with 12 years of industry experience. He is currently with Oxford Financial Group, Ltd., having joined the firm in 2025 after four years at Fort Washington Investment Advisors, Inc. and eight years at Buckingham Capital Management, Inc. 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 approach including public and alternative asset classes.

Jason Hessler is a CFP® with 11 years of industry experience, currently serving as a financial advisor at HUB Investment Partners, LLC since 2021. He has held roles at Alta Trust, Graham, Farrer & Wilson, Hessler LLC, OneAmerica, and First American Bank. Outside of his advisory work, Hessler provides estate planning and wealth transfer services through his ownership of Hessler LLC and serves as Of Counsel at Graham, Farrer & Wilson, focusing on estate settlement and corporate banking services. HUB Investment Partners provides investment management and financial planning to a diverse client base, including individuals, high-net-worth investors, institutions, and municipal entities. The firm employs a blend of internally managed model portfolios and customized allocations, using technical and cyclical analysis to align investments with client objectives and risk tolerances.

Scott Breske is a financial advisor at Goelzer Investment Management in Carmel, IN, with four years of industry experience. He holds Series 65 and Series 66 licenses. His prior experience includes roles at One America and Oxford Financial Group. Goelzer Investment Management serves private and institutional clients by offering investment advisory services, asset management, consulting, and financial planning. The firm operates through specialized teams that integrate proprietary research and customized portfolio construction to meet long-term total-return objectives aligned with client risk profiles.

Zachary Meyer is a CFP® professional with seven years of industry experience. He has been with Valeo Financial Advisors, LLC since 2018. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion with 108 advisors and over 3,000 clients. The firm serves both retail and institutional clients, offering comprehensive financial planning and individualized portfolio management with a strategic asset allocation approach supplemented by third-party research and independent managers.

Kevin Coquillette is a financial advisor at Oxford Financial Group, Ltd. He holds Series 65 and Series 63 licenses and has 11 years of industry experience. Prior to joining Oxford Financial Group in 2023, he worked at Goldman Sachs & Co. for eight years. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals and families, 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 through a diversified, multi-asset investment approach.

Brian Brunner is a CFP® professional with 22 years of industry experience. He has worked at Waverly Advisors, LLC since 2024 and previously spent 23 years at CenterPoint Wealth Management, LLC. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, serving a diverse client base including non-HNW and high-net-worth individuals.

Matthew Nall is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked with LaSalle St. Investment Advisors since 2011 and has been associated with LaSalle St. Securities since 2005. Outside of his advisory role, he is involved with Dymond Point Financial L.L.C., managing an operating lease agreement and business banking activities. LaSalle St. Investment Advisors offers fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment programs, utilizing asset-allocation models and a range of investment vehicles, with a notable emphasis on non-discretionary asset management.

Christopher Gaddis is a financial advisor at Sapient Capital LLC with 27 years of industry experience. He previously worked at Stifel Nicolaus & Co., Inc. for 18 years before joining Sapient Capital in 2023. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he serves on the Parent Board of the Carmel High School Cross Country team. 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 long-term investment process combining fundamental and technical analysis across diversified portfolios and acts as an adviser and sponsor to private funds as well as a sub-advisor to registered ETFs.

Ashlee Walton is a CFP® with eight years of industry experience, currently serving as a financial advisor at Oxford Financial Group, Ltd. Her prior experience includes roles at Goldstone Financial Group, ALPS Distributors, James Investment Research, and Buckingham & Company. She is also a licensed insurance agent offering life and fixed annuity sales. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, institutional clients, and business owners, providing family office and CIO services, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative assets, managing both discretionary and non-discretionary portfolios through specialized investment teams.

Trey Nobbe is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC in Carmel, IN. His prior work background includes roles at the University of Indianapolis and Belden Inc. Valeo Financial Advisors is a multi-team SEC-registered advisor managing approximately $13 billion across 108 advisors and over 3,000 clients. The firm offers comprehensive financial planning and customized portfolio management for retail, high-net-worth, and institutional clients, utilizing a strategic asset allocation approach supported by third-party research and independent managers.

Johnny Jager is a CFP® with two years of industry experience, currently with Valeo Financial Advisors, LLC. His prior roles include positions at OneAmerica Securities and American United Life. He has also been affiliated with Indiana University in multiple capacities. Valeo Financial Advisors is a multi-team SEC-registered advisory firm managing approximately $13 billion for retail, high-net-worth, and institutional clients. The firm offers comprehensive financial planning and customized portfolio management, employing a strategic asset allocation process informed by third-party research and independent managers.

Kip Robbins is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Goelzer Investment Management. His prior roles include positions at the National Bank of Indianapolis, Retirement Plan Advisors, LLC, and BMO Harris Bank. Goelzer Investment Management serves private and institutional clients, including high-net-worth families, foundations, and governmental entities, offering investment advisory, asset management, consulting, and financial planning. The firm operates through three specialized teams that use proprietary research and customized portfolio construction to pursue long-term total-return objectives aligned with client risk tolerances.

Justin Padgett is a CFP® with 20 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2007. Prior to Valeo, he worked at Avalon Wealth Advisory, Inc. for one year. 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 combined with third-party research, independent managers, and model portfolios.

Kelly Tully is a Series 65-licensed advisor at Gibbs Wealth Management, LLC with experience working at Knepp Financial Group since 2019 and as a self-employed professional since 2013. Outside of financial advising, Tully is the president of Filiorum Publishing, a book publishing company specializing in children's literature and freelance writing. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing third-party platforms and a mix of analytical approaches to guide allocations while emphasizing risk management and tax-efficient solutions.

Terry Leffew is a financial advisor with Sapient Capital LLC in Indianapolis, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. Prior to joining Sapient Capital in 2023, he worked at Stifel Nicolaus & Co. for 11 years. Outside of his advisory role, he provides consulting and business advice for a wastewater utility in West Lafayette, IN. Sapient Capital 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 employs a primarily long-term investment process combining fundamental and technical analysis to build diversified portfolios and acts as a fiduciary under ERISA/IRC standards.

Bradley Clark is a financial advisor at CoreCap Advisors in Indianapolis, holding a Series 65 license with 10 years of industry experience. He has worked with CoreCap Advisors since 2016 and also serves as President of Solomon Financial, an independent advisory firm focused on insurance and annuity sales. Clark is an active member of BNI for networking purposes. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as self-directed retirement plans and institutional clients. The firm provides discretionary investment management, financial planning, and access to third-party sub-advisors, with an investment approach that emphasizes long-term relationships and diversified portfolios.

Blake Montgomery is a CFP® with four years of industry experience, currently serving with Valeo Financial Advisors, LLC. Prior to joining Valeo, he held roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion for over 3,000 clients, providing comprehensive financial planning and individualized portfolio management for retail and institutional clients. The firm emphasizes strategic asset allocation, third-party research, and independent managers, and offers specialized services including advisory support for private investment funds and pooled vehicles.

Julie Wrin is a financial advisor with Ausdal Financial Partners, Inc. in Indianapolis, IN, holding a Series 66 designation and bringing 16 years of industry experience. She has worked at Ausdal Financial Partners since 2017 and spent one year at Wells Fargo Clearing prior to that. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm offers a wide range of advisory services and employs customized investment strategies developed at the individual advisor level, using multiple custodians and incorporating third-party money managers and model portfolios.