Andrew Brown is a CFP® with 14 years of experience in the financial industry, currently serving as an advisor at Valeo Financial Advisors, LLC since 2015. In addition to his financial advisory role, he has been involved in judging gymnastics competitions since 2003. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion, providing comprehensive financial planning and portfolio management services to both retail and institutional clients. The firm employs a strategic asset allocation process with tactical adjustments and offers specialized services including advising private investment funds.

Harrison Mc Dougal is a financial advisor at Elevation Point Wealth Partners, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at Bank of America, Merrill, and The Leaders Group, Inc. Outside of financial services, he serves as a high school football official for the Indiana High School Athletic Association. Elevation Point Wealth Partners provides investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs a blended strategic and tactical asset allocation approach across various investment vehicles and offers alternatives and technology-enabled services within its portfolio management programs.

Geoff Beck is a Certified Financial Planner (CFP®) with Valeo Financial Advisors, LLC in Carmel, IN. He has seven years of industry experience and has worked at Valeo since 2017. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $12.96 billion and serving over 3,000 clients. The firm offers comprehensive financial planning and personalized portfolio management for retail and institutional clients, employing a strategic asset allocation approach with tactical adjustments and third-party research.

David Page is a CFP® professional with 11 years of industry experience. He has been with Valeo Financial Advisors, LLC since 2014. Valeo Financial Advisors is a multi-team SEC-registered advisory firm managing approximately $13 billion for over 3,000 clients. The firm serves both retail and institutional clients, offering comprehensive financial planning and portfolio management with an emphasis on strategic asset allocation, third-party research, and independent managers.

James Wright is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Oxford Financial Group, Ltd. since 2014. He holds Series 63 and Series 66 licenses. Outside of finance, he is involved in small business ownership, managing several non-investment-related ventures including Silver Creek Shop. Oxford Financial Group 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, fiduciary trust administration, and access to private market investments through a multi-team approach emphasizing diversified asset allocation across public and alternative asset classes.

Adam Kenworthy is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Indianapolis, IN, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with LaSalle St. Investment Advisors since 2012 and has worked at LaSalle St. Securities since 2008. Outside of his advisory role, he provides consulting advice through SK Consultant, LLC. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment programs with a focus on asset-allocation models using mutual funds, ETFs, equities, fixed income, and options.

Brian Rosswurm is a CFP® with 12 years of industry experience and has been with Valeo Financial Advisors, LLC since 2012. He holds a Series 63 license and is based in Carmel, IN. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion with 108 advisors. The firm offers comprehensive financial planning and portfolio management to retail, high-net-worth, and institutional clients, utilizing a strategic asset allocation approach supported by third-party research and independent managers.

Katelyn Turcheck is a CFP® professional at Valeo Financial Advisors, LLC with seven years of industry experience. She has previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., Morgan Stanley, and spent time outside finance with the Kokomo Jackrabbits and Finishline. Valeo Financial Advisors is a multi-team SEC-registered advisory firm managing approximately $13 billion for over 3,000 clients. The firm offers comprehensive financial planning and tailored portfolio management for both retail and institutional clients, using a strategic asset allocation approach supported by third-party research and incorporating specialized services such as portfolio management for private investment funds.

John Vanier III is a CFP® professional at Sapient Capital LLC with eight years of industry experience. Prior to joining Sapient Capital in 2023, he worked at Stifel and Charles Schwab. He also spent four years at Purdue University early in his career. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and investment vehicles. The firm combines fundamental and technical analysis to build diversified portfolios across various asset classes and serves as an adviser and sponsor to private funds as well as a sub-advisor to registered ETFs.

Elizabeth Tuinstra is a financial advisor with Larson Financial Group, LLC in Indianapolis, IN, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Edward Jones, Grand Canyon University, and Farmers & Merchants Bank. She also operated a babysitting business called Busy Bees Babysitting. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs both strategic and tactical investment approaches, including model portfolios, discretionary programs, option overlays, and third-party money manager recommendations.

Brent Williams is a CFP® professional with seven years of industry experience, currently serving as an advisor at Valeo Financial Advisors, LLC since 2017. Prior to joining Valeo, he worked at Ernst & Young for two years. Valeo Financial Advisors is a multi-team SEC-registered firm 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 supported by third-party research and independent managers.

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.