Jeffrey Cohen is a financial advisor at Sapient Capital LLC with 29 years of industry experience. He previously worked at Stifel Nicolaus & Co., Inc. for 18 years before joining Sapient Capital in 2023. Cohen holds Series 63 and Series 65 designations. He serves as an investment board member for Next Level Indiana, where he contributes to policy and procedure setting. 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 utilizes a long-term investment process combining fundamental and technical analysis to build diversified portfolios and serves as a fiduciary under ERISA/IRC standards.

Jeffrey Triwedi is a financial advisor at Thurston Springer Advisors with 23 years of industry experience. He has been with the firm, formerly Thurston, Springer, Miller, Herd & Titak, Inc., since 2004 and has operated Triwedi Enterprises since 1993. Outside of his advisory role, he performs as a musician playing guitar and saxophone. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and charitable institutions, offering financial planning, portfolio management, retirement-plan consulting, and sub-advisory services. The firm employs multiple investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts primarily on a discretionary basis.

Brenden King is a CFP® professional at Parallel Advisors, LLC with nine years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc, Beaumont Financial Partners, Valeo Financial Advisors, and Fidelity Investments. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach using fundamental, technical, and cyclical analysis across various asset classes and integrates technology platforms to support tax-efficient rebalancing and held-away account management.

Charles Carter is a CFP® professional with 10 years of industry experience, currently advising at Oxford Financial Group, LTD since 2018. He previously worked at Investacorp, Inc. and Highland Capital Brokerage. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, CIO-led investment planning, and fiduciary support. The firm emphasizes asset allocation and diversification across public and private markets, offering both discretionary and non-discretionary management alongside access to private market investments.

Henry Rosser is a CFP® professional with four years at Oxford Financial Group, Ltd. and two years of industry experience. His background includes roles at Scannell Properties, Ryan, Moore, Cook, Triplett & Albertson, LLP, and Dentons Bingham Greenebaum, as well as teaching at Indiana University Robert H. McKinney School of Law. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, and institutional clients by providing family office and CIO services, fiduciary trust administration, and access to private market investments. The firm’s investment approach features diversified asset allocation across public and alternative assets with dedicated teams sourcing and monitoring managers, managing approximately $23.3 billion in assets.

Harley Shanklin is a financial advisor at Foundations Investment Advisors LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at RDW Financial Group and Madison Avenue Securities. Outside of his advisory work, Shanklin serves as a medic and observer coach trainer in the U.S. Army Reserve and is a finance chair and treasurer on the board of the charitable nonprofit Folds of Honor Indiana. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,600 clients. The firm provides portfolio management, financial planning, and retirement-plan support through nearly 300 investment adviser representatives, serving individuals, trusts, estates, and registered investment companies.

Benton Givens is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, holding a Series 66 designation with one year of industry experience. His prior work includes positions at Vine & Table and Hotel Tango Distillery. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts using discretionary and non-discretionary approaches.

Stefan Burke is a financial advisor with Consolidated Portfolio Review Corp and holds Series 63 and Series 66 licenses. He has nine years of industry experience and has previously worked at Vanderbilt Securities, LPL Financial, and J.W. Cole Advisors. Outside of advising, he tutors Series 7 candidates through Wyzant.com. Consolidated Portfolio Review Corp serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans with discretionary and non-discretionary managed accounts, financial planning, and third-party sub-advisory services. The firm employs a variety of investment strategies, including strategic asset allocation combined with fundamental and technical analysis, supporting both in-house model portfolios and independent advisor allocations.

Eric Geary is a financial advisor with Waverly Advisors, LLC, holding a Series 65 designation and nine years of industry experience. He has worked at Waverly Advisors since 2024 and previously spent two years at Centerpoint Wealth Management and seven years at Column Capital Wealth Management. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles, with approximately 224 advisors and $29.9 billion in regulatory assets. The firm integrates traditional equity and fixed-income strategies with alternative and private-markets allocations while providing comprehensive investment management, financial planning, and multi-family office services.

Jon Jon Knepp is a financial advisor with Gibbs Wealth Management, LLC, holding a Series 65 credential and six years of industry experience. He also owns and operates Knepp Enterprise Inc. DBA Knepp Financial Group, a financial services and insurance business he founded in 2005. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance.

Kendall Miedema is a financial advisor at Maia Wealth with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and other financial firms. Outside of advising, he is also an insurance agent. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, employing a blend of fundamental, technical, and cyclical analysis with a long-term strategy while allowing tactical adjustments. The firm integrates technology and third-party platforms for portfolio implementation and offers services including financial planning, retirement plan advisory, and institutional consulting.

Clay Campbell is a CFP® at Valeo Financial Advisors, LLC with experience starting in 2023. Prior to joining Valeo, he worked at Hurlow Wealth Management and has a background that includes involvement with National Flag Football and studies at Marian University. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm uses a strategic asset-allocation framework with tactical adjustments and offers specialized services including a scaled "Essentials" program and pro-bono planning for non-profits.

John Rosebrough is a CFA® charterholder and Series 63 licensee with 18 years of industry experience. He has been with Archer Investment Corporation since 2010. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and sponsored mutual funds. The firm employs a disciplined investment process focused on diversified allocations and offers both discretionary management and model-driven strategies.

Christopher Lake is a financial advisor with Archer Investment Corporation in Terre Haute, IN. He holds a Series 65 designation and has 13 years of industry experience, including 14 years with Archer and over 20 years as a sole proprietor. In addition to his advisory role, he is a licensed life and health insurance producer with a related business activity. 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 comprehensive investment process that includes financial assessments and diversified portfolio construction across multiple asset classes, offering both discretionary and model-driven management programs.

Matthew Jarvis is a CFP® professional with 17 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2006. He is based in Carmel, IN. 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 independent managers. The firm manages approximately $10.64 billion in client assets and offers specialized services including pro-bono planning for nonprofits and due diligence through its subsidiary, TwoPointO.

Michael Hall is a CFA® charterholder with 18 years of industry experience. He has worked at Sapient Capital LLC since 2023 and previously spent 17 years at Stifel. He serves on the investment and finance committees of Aspire Indiana, Inc. Sapient Capital LLC provides wealth management, financial planning, family office services, and sub-advisory support to individuals, families, trusts, and pooled investment vehicles. The firm uses a long-term investment approach combining fundamental and technical analysis and acts as a fiduciary for retirement accounts.

Patrick O’Marro is a financial advisor at Sapient Capital LLC with 15 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Sapient Capital in 2023, he worked for 13 years at Stifel Nicolaus & Co., Inc. 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 primarily long-term investment approach that combines 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.

Todd Spille is a financial advisor at Thurston Springer Advisors with 37 years of industry experience. He holds a Series 63 designation and has been with Thurston Springer Miller Herd & Titak, Inc. since 2016. In addition to his advisory role, he acts as an agent for Landmark Insurance and Investments, providing term life and Medicare supplement insurance upon client request. Thurston Springer Advisors serves individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a variety of investment strategies including Tactical Momentum and Earnings Momentum, managing accounts on a discretionary basis and maintaining close ties to broker-dealer and insurance activities.

Eduardo Aguirre is a CFA® charterholder with 22 years of industry experience. He has worked at Sapient Capital LLC since 2023 and previously spent 11 years at Stifel. Aguirre serves on the investment committee of the Eiteljorg Museum, providing oversight of the foundation’s investments. Sapient Capital offers 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 primarily long-term investment approach that integrates fundamental and technical analysis to construct diversified portfolios across various asset classes.

John Trott is a CFP® with 23 years of industry experience and has been with Valeo Financial Advisors, LLC since 2003. He is based in Carmel, IN, and holds a Series 63 license. Valeo Financial Advisors provides comprehensive financial planning and investment management services to individuals, families, and institutional clients. The firm employs a strategic asset-allocation framework with tactical adjustments and offers specialized services including due diligence for private fund sponsors through its subsidiary, TwoPointO.