Kathleen O’marro is a financial advisor at Sapient Capital LLC with 10 years of industry experience. She holds a Series 66 designation and previously worked at Stifel, Nicolaus & Co., Inc. for 14 years before joining Sapient Capital. 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 uses a long-term investment approach combining fundamental and technical analysis to build diversified portfolios and offers discretionary and non-discretionary portfolio management as well as family office coordination and sub-advisory services.

Jonathan Buckley is a financial advisor at Forvis Mazars Wealth Advisors, LLC in Indianapolis, IN, holding a Series 65 credential with nine years of industry experience. He previously worked at CenterPoint Wealth Management, LLC from 2016 to 2022, and has been with the Forvis Mazars firms since 2022. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, providing comprehensive financial planning, investment management, and consulting services. The firm’s approach emphasizes customized asset allocation, portfolio diversification, cost control, and combines active and passive strategies, supported by an integrated client-education and communication program.

Richard Williams is a financial advisor at Foundations Investment Advisors LLC with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Madison Avenue Securities, Inc. for 15 years. Williams is also the owner of RDW Financial Group, an insurance sales business that operates alongside his financial planning practice. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers tailored advice using model portfolios and an asymmetric rebalancing approach, employing a mix of fundamental, technical, and cyclical analysis.

John Peluso Jr. is a financial advisor with Thurston Springer Advisors in Indianapolis, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior experience includes roles at Wells Fargo Advisors, First Clearing, LLC, and Wells Fargo Clearing. He is also a Partner at Thurston Capital, the parent company of several affiliated broker-dealers and registered investment advisers. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing both fundamental and technical investment analysis alongside discretionary and tailored account management.

David Gilliland is a CFP®-designated financial advisor with nine years of industry experience. He has worked at Valeo Financial Advisors, LLC since 2019 and previously held positions at Merrill, Bank of America, and Indiana University. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion, serving retail, high-net-worth, and institutional clients with comprehensive financial planning and portfolio management. The firm employs a strategic asset allocation approach, utilizes third-party research, and provides specialized services including advisory roles to private investment funds and pro-bono planning for nonprofits.

William Kinder is a CFP® professional at Valeo Financial Advisors, LLC with 8 years of industry experience. He has been with Valeo Financial Advisors since 2016. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion for both retail and institutional clients. The firm offers comprehensive financial planning and portfolio management, with an investment process that includes strategic asset allocation, use of third-party research, and selective use of independent managers and model portfolios.

Timothy Reidy IV is a CFP® with five years of industry experience and is currently an advisor at The AmeriFlex Group. His prior experience includes roles at RP Wealth Advisors LLC and The O.N. Equity Sales Company. Outside of advisory work, he assists with clerical and administrative tasks as an Office Assistant at RP Wealth Advisors LLC. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies and monitoring client accounts through multiple custodians.

Aidan Newsom is a CFP® professional at Valeo Financial Advisors, LLC with one year of industry experience. His work history includes roles at Impact Financial Group and Donaldson Capital Management, as well as teaching positions at Purdue University and various high schools. 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 portfolio management with a focus on strategic asset allocation, third-party research, and the use of independent managers and model portfolios.

William Kopp is a CFP® professional with five years of industry experience. He is currently with Sapient Capital LLC and has previously worked at Oxbow Advisors, Freedom Day Solutions, Krueger & Catalano Capital Partners, Newmark Group, and Vanderbilt University. 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 follows a primarily long-term investment approach combining 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.

Lisa Cantu is a financial advisor at Goelzer Investment Management with a Series 65 designation and three years of industry experience. Her prior roles include positions at Marian University, CUNA Mutual Group, Aurora Financial Strategies, and INVEX Banco. Goelzer Investment Management serves private and institutional clients, offering investment advisory, asset management, consulting, and financial planning services. The firm employs a team-based approach combining proprietary research and customized portfolio construction to meet long-term total-return objectives aligned with client risk tolerances.

Brett Ploss is a CFP® affiliated with Valeo Financial Advisors, LLC in Carmel, IN, beginning his advisory career in 2024. Before joining Valeo, he was pursuing his education at the University of Michigan and has experience in family farming outside of trading hours. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion for retail, high-net-worth, and institutional clients. The firm emphasizes strategic asset allocation, uses independent managers and model portfolios, and provides specialized services including advising private investment funds and managing pooled vehicles.

Steven Meier is a financial advisor at Savvy with 25 years of industry experience. He holds a Series 66 designation and previously worked at Commonwealth Financial Network, Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory role, he is involved in fixed insurance sales and serves as president of Mosaic Advisory Services, LLC, a personal private entity facilitating securities, advisory, and insurance business. 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 such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.

Arielle Williams is a financial advisor with Gradient Advisors, LLC, holding a Series 65 credential and four years of industry experience. Her prior roles include positions at American Senior Benefits and Bankers Life. She serves as president of Royal Neighbors, a nonprofit organization, in addition to her advisory work. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, utilizing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio management.

Paul Hargitt III is a financial advisor with Thurston Springer Advisors in Indianapolis, IN, holding a Series 63 designation and 26 years of industry experience. He has worked at Thurston, Springer, Miller, Herd & Titak, Inc. since 2000. Outside of his advisory role, he serves as Treasurer and Trustee of the Broad Ripple Masonic Lodge #643. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, utilizing a range of investment strategies that include both buy-and-hold and more active models.

Matthew Hood is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with LaSalle St. Investment Advisors since 2010 and previously worked at LPL Financial. In addition to his advisory role, he serves as Treasurer of the Alpha Omicron Educational Foundation in Indianapolis. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing a mix of asset classes and third-party manager oversight, with a notable emphasis on non-discretionary asset management.

Hayden Ludwig is a CFP® and holds a Series 65 license with six years of industry experience. He has been with Valeo Financial Advisors, LLC since 2020 and previously worked at Golden Reserve, New York Life, Federal Mogul, and Ohio State University. 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 strategic asset allocation, third-party research, independent managers, and model portfolios, with specialized services including advisory roles for private investment funds and pro-bono planning for nonprofits.

Reed Shaffer is a financial advisor at Archer Investment Corporation holding a Series 65 designation. He has no prior industry experience and previously worked at Patton Archer Corporation and Rentabit. Reed was a full-time student for ten years before entering the financial advisory field. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm offers a range of advisory services from comprehensive financial planning to limited-scope model portfolios, managing most client assets on a discretionary basis.

Zachary Littleton is a financial advisor at Oxford Financial Group, Ltd with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Chase Bank, NA. 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, fiduciary trust administration, and access to private market investments through a diversified asset allocation approach that includes public and alternative assets.

Peter Joseph Royeca is a CFP® professional with experience beginning in 2022. He has worked with Valeo Financial Advisors, LLC since 2023 and previously was employed at Ameriprise Financial in 2022. His background also includes roles outside of financial services, such as at Paddyshack Ice Cream and The Foundry Lofts and Apartments. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion and serving over 3,000 clients. The firm provides comprehensive financial planning and individualized portfolio management for retail and institutional clients, employing a strategic asset allocation approach with third-party research and the use of independent managers.

Thomas Staley is a CFP® professional with 20 years of industry experience, currently serving at Maia Wealth. His prior roles include positions at JPMorgan Securities LLC, Schwab Wealth Advisory, and Charles Schwab. In addition to his advisory duties, he is a licensed life and health insurance agent. Maia Wealth provides 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 with a long-term strategy complemented by tactical adjustments and integrates technology-driven platforms alongside traditional advisory oversight.