James Walker Jr. is a financial advisor at Thurston Springer Advisors with 15 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses and previously worked at LPL Financial LLC for 22 years before joining Thurston Springer in 2020. Outside of his advisory role, he operates a separate business under the name J.F. Walker Investments. 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, and fiduciary services, employing a range of investment strategies including buy-and-hold and more active models such as Tactical Momentum.

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 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Archer since 2017, following seven years at Hd Vest Investment Services. In addition to his advisory role, Davidson is president of Davidson & Company CPAs, an accounting and tax preparation firm he has been involved with since 2004, and serves as treasurer and comptroller for a logistics company. 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 assets on a discretionary basis with periodic reviews to monitor performance.

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.

Ryan Roller is a financial advisor with United Capital Financial Advisors in Indianapolis, IN, holding a Series 65 designation and 13 years of industry experience. He has been with United Capital Financial Advisors since 2015. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individual investors, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management with asset-allocation models and offers customized strategies, including ESG and faith-based options, supported by proprietary technology and research.

Mark Damer is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Noyes Advisors LLC, David A. Noyes & Company, and Morgan Stanley. Damer serves as a board member of the Carmel Clay Historical Society, a nonprofit organization. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning, portfolio management, and fiduciary services, employing both buy-and-hold and active investment strategies tailored to client goals.

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.

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 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities and Charles Schwab, among other firms. Outside of financial advising, he is the managing member of F1rst Wellness LLC, which plans to operate in the health and wellness sector. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, utilizing a blend of fundamental, technical, and cyclical analysis with a long-term strategy that allows for tactical adjustments. The firm integrates technology and third-party platforms to implement portfolios and offers specialized estate and tax coordination services.

Jeffrey Cohen is a financial advisor with Sapient Capital LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Sapient Capital in 2023, he worked at Stifel Nicolaus & Co., Inc. for 18 years. He serves as an investment board member for Next Level Indiana, contributing to policy and procedure development. Sapient Capital provides wealth management, financial planning, and family office services to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm’s investment approach combines fundamental and technical analysis to build diversified portfolios and offers both discretionary and non-discretionary management, including sub-advisory support to private funds and registered ETFs.