Daniel Maloney is a financial advisor with Avantax Planning Partners, Inc. in Indianapolis, IN, holding a Series 66 designation and 16 years of industry experience. His prior work includes ten years at Edward Jones and two years at Thurston Springer. Outside of advising, he serves on the National Executive Council for the Alpha Kappa Lambda fraternity and hosts a weekly bar trivia game in Carmel, IN. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm delivers these services primarily through a network of CPA firms and advisor representatives, using firm-designed style allocation models overseen by an investment advisory committee, and offers tax-intelligent strategies, centralized trading, and annual reviews.

Kyle Riddle is a CFP® professional with nine years of experience in financial advising. He has been with Valeo Financial Advisors since 2015. Invst, LLC offers 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 manages approximately $1.565 billion in assets and employs a team of 33 advisors serving over 2,000 clients, utilizing a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios.

Hayden Ludwig is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Valeo Financial Advisors, LLC since 2020 and previously held roles at Golden Reserve, LLC, New York Life, Federal Mogul, and Ohio State University. Valeo Financial Advisors is a registered investment adviser managing approximately $13 billion in client assets, serving individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm employs a strategic asset allocation process with tactical adjustments and utilizes unaffiliated independent managers, supported by third-party research from providers such as Fidelity and Morningstar.

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.

Andrew Grove is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, holding Series 63 and Series 66 licenses with 27 years of industry experience. He previously worked for Wells Fargo Advisors Financial Network LLC for 14 years before joining Thurston Springer Financial in 2023. Thurston Springer Advisors serves individuals, corporations, retirement plans, foundations, endowments, estates, and trusts with services including financial planning, estate-planning facilitation, and portfolio management. The firm offers a range of discretionary and non-discretionary investment programs, employing strategies from buy-and-hold to tactical momentum approaches.

Dennis Meyer is a CFP® professional with 38 years of industry experience, currently serving at First Heartland Consultants, Inc. in Indianapolis, where he has worked since 2004. He is a board member of the Columbus Model A Club, a nonprofit car club. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities, offering financial planning, model-based management for 401(k) accounts, and asset management solutions through a network of independent investment adviser representatives.

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. His prior roles include positions at J.P. Morgan Securities and J.P. Morgan Chase Bank NA. 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 chief investment officer services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments, emphasizing diversified asset allocation across public and alternative asset classes.

Peter Joseph Royeca is a CFP® professional with experience at Valeo Financial Advisors, LLC, Ameriprise Financial, and prior roles including work at The Foundry Lofts and Apartments and academic involvement at the University of Notre Dame. He has been active in the financial services industry since 2022. Valeo Financial Advisors is a registered investment adviser serving individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm manages approximately $13 billion in assets using strategic asset allocation, third-party managers, and comprehensive financial planning.

Thomas Staley is a CFP® with 19 years of industry experience. He currently works at Maia Wealth and previously spent 11 years at J.P. Morgan Securities LLC. In addition to his advisory role, he is also a licensed life and health insurance agent. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses. The firm employs a range of investment strategies including fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary portfolio management alongside retirement plan advisory and education.

Jorey Dimopoulos is a financial advisor at Thurston Springer Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2019, following prior roles at Northwestern Mutual and the Lake Central School Corporation. Thurston Springer Advisors serves a diverse client base including individuals, corporations, retirement plans, and trusts, offering financial planning, portfolio management, and fiduciary services. The firm employs both discretionary and non-discretionary investment programs incorporating a range of strategies from buy-and-hold to active Tactical Momentum and Earnings Momentum approaches.

James Scheri is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. His prior work includes roles at Sam's Club, Chick-fil-A, and 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 and incorporates third-party research and independent managers, while also offering services such as pro-bono planning for non-profits and due diligence through its subsidiary, TwoPointO.

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 Advisors in 2020. Walker also operates a separate investment business under the name J.F. Walker Investments. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and institutional entities, offering financial planning, estate-planning facilitation, and various fiduciary services. The firm employs a range of discretionary and non-discretionary investment strategies, including buy-and-hold, asset allocation, and active tactical approaches involving technical and fundamental analysis.

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.