Bradley Clark is a financial advisor at CoreCap Advisors in Indianapolis, holding a Series 65 license with 10 years of industry experience. He has worked with CoreCap Advisors since 2016 and also serves as President of Solomon Financial, an independent advisory firm focused on insurance and annuity sales. Clark is an active member of BNI for networking purposes. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as self-directed retirement plans and institutional clients. The firm provides discretionary investment management, financial planning, and access to third-party sub-advisors, with an investment approach that emphasizes long-term relationships and diversified portfolios.

Blake Montgomery is a CFP® professional with three years of industry experience, currently advising clients at Valeo Financial Advisors, LLC. Prior to joining Valeo in 2024, he worked at Northwestern Mutual Wealth Management Company and its affiliated entities from 2021 to 2024. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients with comprehensive financial planning and portfolio management, managing approximately $13 billion in client assets. The firm emphasizes strategic asset allocation, uses independent managers when appropriate, and offers a lower-touch model portfolio option for clients seeking simplified services.

Julie Wrin is a financial advisor with Ausdal Financial Partners, Inc. in Indianapolis, IN. She holds a Series 66 designation and has 15 years of industry experience, including previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. She has been with Ausdal Financial Partners since 2017. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a range of clients, including individuals, trusts, corporations, pension plans, and charitable organizations.

Kenneth Miedema is a financial advisor at Maia Wealth with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Securities, Schwab Wealth Advisory, and Charles Schwab. He is also an insurance agent focusing on life and health products. Maia Wealth provides discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses. The firm employs a long-term investment strategy enhanced by fundamental, technical, and cyclical analysis, offering customized portfolios that utilize mutual funds, ETFs, and individual securities.

James Brashaber is a CFP® professional with seven years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2016. He is based in Carmel, IN. Valeo Financial Advisors is a registered investment adviser managing approximately $13 billion in assets for individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm utilizes a strategic asset allocation approach combined with tactical adjustments, independent managers, and ongoing portfolio monitoring.

Nathaniel White is a financial advisor with Invst, LLC, holding a Series 65 designation and one year of industry experience. He previously worked at Spectrum Wealth Management, Oxford Financial Group, and Stifel. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm uses a combination of fundamental, technical, and cyclical analysis to build diversified portfolios and manages approximately $1.565 billion in assets for over 2,100 clients.

Garrett Chmiola is a CFP® and holds a Series 65 license with seven years of industry experience. He is currently with Valeo Financial Advisors, LLC, where he has worked since 2022. Prior to this, he held roles at RSM US Wealth Management LLC, Matrix Wealth Advisors, Mountain Credit Union, and Valor Private Wealth. Valeo Financial Advisors is a registered investment adviser managing approximately $13 billion in client assets for individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes strategic asset allocation with tactical adjustments, utilizes independent managers when appropriate, and incorporates technology and AI-reviewed processes in portfolio monitoring.

Cheryl Schwartz is a financial advisor with Archer Investment Corporation, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has worked at Archer Investment Corporation since 2017 and previously spent 20 years at H.D. Vest Investment Securities, Inc. and 28 years at Hess Financial Services. Outside of her advisory role, she is involved in tax preparation and accounting through her management of HESS & SCHWARTZ, LLC. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm offers customized financial assessments and portfolio management using diversified allocations across various asset classes and maintains an extensive network of independent adviser representatives.

Jamie Ratner Rich is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with Sapient Capital LLC and has previously worked at Stifel Nicolaus & Co., Inc., and J.P. Morgan, including J.P. Morgan Securities and J.P. Morgan Chase Bank. Outside of his advisory role, he serves on several nonprofit boards in Indianapolis, including as President of the Board for the Indianapolis Jewish Community Relations Council and Treasurer of the John Boner Neighborhood Centers. Sapient Capital LLC offers 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 primarily long-term investment process that combines fundamental and technical analysis to construct diversified portfolios, and it acts as a fiduciary for retirement accounts under ERISA/IRC standards.

Charlotte Lippert is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Valeo Financial Advisors, LLC since 2017. Prior to joining Valeo, she operated Charlotte Lippert Wealth Management from 2012 to 2017. She holds a Series 65 license and is based in Carmel, Indiana. Valeo Financial Advisors provides comprehensive financial planning and investment management services to individuals, families, and institutional clients, employing a strategic asset-allocation framework with tactical adjustments and incorporating third-party research and alternative strategies when appropriate. The firm manages over $10 billion in client assets and supports local and regional nonprofits through periodic pro-bono planning.

William Turner is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with Elevation Point Wealth Partners, LLC in Indianapolis, where he has worked since 2026. Prior to this, he spent 15 years at Bank of America and 20 years at Merrill. Outside of his advisory role, he is involved in several business ventures including managing a passenger transportation LLC and overseeing a home cleaning business. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves a diverse client base including individuals, retirement plans, and corporations, utilizing model portfolios with tactical asset allocation and third-party manager integration.

Ricky Krause is a financial advisor with Archer Investment Corporation in Carmel, IN, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at Archer since 2012 and also operates tax preparation and accounting services through the Reingold Company and TKC Financial Group. 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 that considers cash flow, tax concerns, and risk tolerance, offering both discretionary management and model-based strategies.

Collin Kelly is a financial advisor at Maia Wealth in Indianapolis, IN, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at J.P. Morgan Securities and Charles Schwab & Co., Inc. In addition to his advisory work, he is licensed as an insurance agent with various carriers. Maia Wealth provides discretionary and non-discretionary 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 and integrates technology and third-party platforms to implement ETF-based allocations and automated rebalancing.

Dustin Thomas is a CFP® and Series 65-licensed advisor at Savvy with 12 years of industry experience. He previously worked at Valeo Financial Advisors and Column Capital Advisors, LLC. Outside of his advisory role, he owns Thomas Ten-Forty, LLC, where he prepares individual tax returns. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm 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 external research.

Jenna Spurrier is a financial advisor at Thurston Springer Advisors with 25 years of industry experience. She holds the Series 66 credential and has been with Thurston Springer Miller Herd & Titak, Inc. since 2016. Outside of her advisory role, she is self-employed providing Spanish translation services and serves as a board member for the nonprofit Impact 100 Greater Indianapolis. Thurston Springer Advisors serves a diverse client base including individuals, corporations, retirement plans, and trusts. The firm offers comprehensive financial planning and fiduciary services, employing a range of investment strategies from buy-and-hold to active Tactical Momentum approaches.

Jacob Zeiher is a CFP® with six years of industry experience currently advising clients at Valeo Financial Advisors, LLC. His prior roles include positions at First Allied Securities, Inc., Cardinal Health, Inc., and Boenning & Scattergood, Inc. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients with comprehensive financial planning and portfolio management. The firm emphasizes strategic asset allocation with tactical adjustments, uses unaffiliated independent managers when appropriate, and employs third-party research and AI-reviewed processes.

Katherine Harper is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, with 13 years of industry experience. She holds a Series 66 designation and previously worked at Innovative Portfolios, LLC, Sheaff Brock Investment Advisors, LLC, and Salzinger Sheaff Brock, LLC. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management through various model strategies, uses third-party sub-advisers when appropriate, and supports both discretionary and non-discretionary engagements.

Zachary O'Connor is a CFP® professional with two years of industry experience, currently serving at Valeo Financial Advisors, LLC. Prior to joining Valeo, he worked at CSI Advisory Services, LLC and has experience outside finance including roles at Butler University and Columbus High School. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients, managing approximately $12.96 billion in assets. The firm employs a strategic asset allocation approach with tactical adjustments and uses independent managers and third-party research to support portfolio management.

Andrew Blackwell is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with International Assets Investment Management and its affiliate since 2019, with prior roles at Sanctuary Advisors, LLC and David A Noyes and Company. Outside of his advisory work, he co-owns BLACORUSA, LLC, a private label entity involved in marketing and advertising. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and business entities through a national network of independent adviser representatives. The firm offers customized portfolio management using a range of investment vehicles and may utilize third-party managers and wrap programs to support client objectives.

Richard Hall is a CFP® with 13 years of industry experience, currently serving at Oxford Financial Group, Ltd where he has worked since 2014. He holds the Series 63 designation and is based in Carmel, Indiana. 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, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments through a diversified, multi-asset investment approach.