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.

Brandon Falbe is a CFP® and holds a Series 66 license, with 21 years of experience in the financial advisory industry. He has worked at Forvis Mazars Wealth Advisors, LLC and its predecessor firms since 2012, including ten years at BKD Wealth Advisors prior to the firm's rebranding. He is based in Indianapolis, IN. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets and offers integrated financial planning, discretionary and non-discretionary investment management, and retirement plan consulting, utilizing a committee-approved investment approach and coordinating services through its affiliation with a national accounting and professional services parent.

Zachary Meyer is a CFP® professional with six years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2018. He is based in Carmel, Indiana. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients, employing a strategic asset-allocation approach with tactical adjustments and incorporating third-party research. The firm manages over $10 billion in assets and offers specialized services including a subsidiary focused on due diligence for private fund sponsors and pro-bono planning for non-profits.

Kevin Coquillette is a financial advisor at Oxford Financial Group, Ltd with 11 years of industry experience. He previously worked at Goldman Sachs & Co. for eight years before joining Oxford Financial Group. His credentials include Series 65 and Series 63 registrations. 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 chief investment officer services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments through a multi-team, diversified asset allocation 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 at Valeo Financial Advisors, LLC with four years of industry experience. His prior work includes roles at the University of Indianapolis and Belden Inc. 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 both personalized and scaled services, including pro-bono planning for non-profits.

Edward Gill III is a financial advisor with Invst, LLC, holding a Series 66 credential and bringing 10 years of industry experience. Prior to joining Invst in 2024, he worked at Northwestern Mutual Wealth Management Company, Mark Wise, and Wells Fargo Advisors. Outside of finance, he owns and manages All Out Training, a basketball skill development business, and serves as a basketball analyst for Fox Sports. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs fundamental, technical, and cyclical analysis to build diversified portfolios and serves over 2,000 clients with more than $1.5 billion in assets under management.

Johnny Jager is a CFP® with two years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. His prior work includes roles at OneAmerica Securities, American United Life, and Bill C. Brown Associates, as well as positions at 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, utilizes third-party research, and offers specialized services including pro-bono planning and due diligence through its subsidiary TwoPointO.

Justin Padgett is a CFP® professional with 20 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2007. He is a partial owner of VFASprinter, LLC, a business unrelated to his advisory activities. Valeo Financial Advisors provides financial planning and investment management services to individuals, families, and institutional clients. The firm employs a strategic asset-allocation approach with tactical adjustments and offers a range of services including pro-bono planning and due diligence support through its subsidiary, managing approximately $10.64 billion in client assets.

Terry Leffew is a financial advisor at Sapient Capital LLC in Indianapolis, IN, with 33 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Stifel Nicolaus & Co. Inc. for 11 years. Outside of his advisory role, he consults for American Suburban Utilities, a wastewater utility company. Sapient Capital provides 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 long-term investment process combining fundamental and technical analysis to build diversified portfolios and acts as a fiduciary under ERISA/IRC standards.

William Gonzales is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds a Series 65 designation and has worked at several firms, including Gradient Advisors, Regal Investment Advisors, and Farrah Tax Group. Gonzales is also the owner of Absolute Wealth Management, LLC, where he provides financial and insurance services. Foundations Investment Advisors, LLC offers financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a range of analytical approaches and uses model portfolios, third-party sub-advisers, and custodians to deliver tailored investment services.

Clint Heisler is a CFP® and ChFC® with 15 years of industry experience, currently advising at Savvy since 2026. He previously worked with LPL Financial and Northwestern Mutual in various roles from 2010 to 2026. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized investment plans using primarily index-based, long-term strategies alongside active equity portfolios and tax-aware direct indexing, supported by third-party sub-advisers and technology platforms.

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.

Richard Stewart is a CFP® with 30 years of experience in the financial services industry. He is currently with Chelsea Advisory Services, Inc. and has previously worked at Regulus Financial Group, American Equity Investment Corporation, and HD Vest in various roles since 1997. Outside of his advisory work, he owns RB Stewart Financial, which provides tax preparation, accounting, and payroll services. Chelsea Advisory Services offers financial planning, investment advisory, and consulting services to individuals, including high-net-worth clients, as well as trusts and some corporate entities. The firm emphasizes a fundamental, long-term investment approach with diversified portfolios and typically manages accounts on a discretionary basis.

Blake Montgomery is a CFP® professional with three years of industry experience, currently advising clients at Valeo Financial Advisors, LLC. Prior to joining Valeo in 2024, he worked at Northwestern Mutual Wealth Management Company and its affiliated entities from 2021 to 2024. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients with comprehensive financial planning and portfolio management, managing approximately $13 billion in client assets. The firm emphasizes strategic asset allocation, uses independent managers when appropriate, and offers a lower-touch model portfolio option for clients seeking simplified services.