Scott Ryan is a CFA® charterholder with Series 63 and Series 66 licenses and has over 12 years of experience in finance. He has worked at Oxford Financial Group, Ltd. since 2026 and previously spent 11 years with the Indiana University Foundation. 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, with an investment approach focused on diversified asset allocation across public and alternative asset classes.

Robert Twitchell is a CFA® charterholder with 22 years of industry experience. He has been with Oxford Financial Group, Ltd. since 2009. Oxford Financial Group serves ultra high-net-worth individuals and families, as well as institutional clients, offering family office and CIO services, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative asset classes and manages both discretionary and non-discretionary assets through an integrated operating model with affiliated entities.

Emeliano Ameye is a CFP® and Series 65 credentialed advisor with six years of industry experience. He has been with Valeo Financial Advisors, LLC since 2019, with a brief tenure at Baron Wealth Management, LLC, and prior roles outside the financial sector. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion for retail, high-net-worth, and institutional clients. The firm offers comprehensive financial planning and portfolio management, employing strategic asset allocation, third-party research, and independent managers, with specialized services including advisory roles for private investment funds and pro-bono planning for nonprofits.

Robert Edwards is a CFA® charterholder and holds a Series 65 license with 22 years of industry experience. He has been with Valeo Financial Advisors, LLC since 2008 and previously worked at Signal Capital Management, Inc. from 2002 to 2007. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion for over 3,000 clients. The firm offers comprehensive financial planning and portfolio management to both retail and institutional clients, using a strategic asset allocation approach supplemented by third-party research and independent managers.

Terilyn Schwartz is a financial advisor at Oxford Financial Group, Ltd with 12 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Oxford Financial Group in 2022, she worked at Northwestern Mutual Investment Management and affiliated entities from 2014 to 2022. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held business owners, providing family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments. The firm employs a diversified asset allocation approach across public and alternative asset classes and manages both discretionary and non-discretionary capital, with a distinctive integrated model that includes in-house direct investment capabilities.

Laura Clark is a CFA® charterholder with 14 years of industry experience. She has been with Oxford Financial Group, Ltd. since 2011. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held business owners, providing family office and CIO services, financial and estate planning, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative assets, utilizing dedicated investment teams and offers both discretionary and non-discretionary investment arrangements.

Sarah Arthur is a CFP® professional with 13 years of experience in financial advisory roles. She joined Valeo Financial Advisors, LLC in 2021 and previously worked at Northwestern Mutual and Ameriprise Financial Services. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving over 3,000 clients with comprehensive financial planning and portfolio management. The firm uses a strategic asset allocation process with tactical adjustments and incorporates third-party research and independent managers, offering services to both retail and institutional clients, including private investment fund advisory and portfolio management for pooled vehicles.

Jennifer Hammel is a financial advisor at Oxford Financial Group, Ltd in Carmel, IN, holding a Series 65 credential with four years of industry experience. She has worked at Oxford Financial Group since 2021 and previously spent nine years at Beacon Credit Union. 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 and manager-of-managers solutions.

Philip Kojich is a financial advisor at Goelzer Investment Management with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at firms including Capital Client Group, American Funds, Vanguard, and Raymond James Financial. Goelzer Investment Management serves private and institutional clients such as high-net-worth families, foundations, endowments, pension plans, and nonprofit organizations. The firm organizes its work through specialized teams that provide investment advisory services, asset management, consulting, and financial planning, combining proprietary research and customized portfolio construction to align with client objectives.

Jordan Lauber is a financial advisor at Savvy with eight years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Savvy, he worked at Lauber Financial, Lincoln Financial Advisors, Union Financial, Centennial Group, Princor Financial Services Corporation, and Principal Life Insurance Company. Lauber is also the owner and agent of Lauber Financial, where he offers traditional life insurance. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, option overlays, and ESG-focused models.

Matthew Presley is a CFP® professional with 10 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2013. He is based in Carmel, IN. 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 individualized portfolio management for retail and institutional clients, employing a strategic asset allocation process supported by third-party research and independent managers.

Ryan Price is a CFP® professional at Valeo Financial Advisors, LLC with six years of industry experience, including a prior role at WestPoint Financial Group. He joined Valeo in 2020 following his time as a full-time student. Valeo Financial Advisors is a multi-team SEC-registered advisor managing approximately $12.96 billion across 108 advisors and over 3,000 clients. The firm offers comprehensive financial planning and portfolio management to retail, high-net-worth, and institutional clients, employing a strategic asset allocation process, third-party research, and independent managers.

James Hughes is a CFP® with 21 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2014. His prior roles include positions at J.P. Morgan Securities, Allspring Funds Management, LLC, and Strong Capital Management Inc. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion for over 3,000 clients. The firm offers comprehensive financial planning and portfolio management for retail and institutional clients, utilizing a strategic asset allocation approach supplemented by third-party research and independent managers.

Christopher Siegl is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2022. His prior experience includes positions at Schwab Private Client Investment Advisory, Inc., Charles Schwab, and Scottrade. He also serves as a neutral arbitrator for FINRA Dispute Resolution. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving retail, high-net-worth, and institutional clients. The firm provides comprehensive financial planning and portfolio management, with an investment approach that incorporates strategic asset allocation, third-party research, and independent managers, while offering specialized services such as advising private investment funds and pro-bono planning for nonprofit clients.

Rebecca Jacklin is a CFP® with 22 years of industry experience, currently serving at Goelzer Investment Management since 2025. She previously held various roles at PNC Bank and affiliated entities from 2014 to 2020. Outside of her advisory work, Jacklin is active in philanthropy, holding leadership positions with the Ayres Foundation, the Women's Fund of Central Indiana, the Gleaners Food Bank of Indiana, and a family farm nonprofit. Goelzer Investment Management serves private and institutional clients, including high-net-worth families, foundations, and governmental entities, providing comprehensive investment advisory, asset management, consulting, and financial planning services. The firm organizes its work across specialized teams that use proprietary research and custom portfolio construction to align with client risk tolerances.

Patricia Parker is a CFP® with 24 years of industry experience, currently with Accurate Wealth Management, LLC. She has held roles at several firms including Transamerica Financial Advisors, Madison Avenue Securities, and XYPN Invest. Outside of advising, she leads pro bono Divorce Survival Workshops and helps individuals create Advance Health Care Directives through her educational initiative Protected Promises, drawing on her background as a registered nurse. Accurate Wealth Management serves individuals, pension plans, charities, and corporations, offering discretionary portfolio management, financial planning, and educational services. The firm employs a value- and risk-focused investment approach across diverse asset classes and offers performance-based fees for qualified clients, with approximately $1.71 billion in assets under management.

Carl Jackson is a CFA® charterholder with five years of industry experience. He has worked at Oxford Financial Group, Ltd. since 2021 and previously held roles at Training the Street, Indiana Public Retirement System, and Indiana University. Jackson serves on Limited Partner Advisory Committees for certain investment funds related to Oxford’s private funds, a role for which he receives no compensation. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, and institutional clients, offering family office and CIO services, financial and estate planning, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative asset classes and manages approximately $23.3 billion, providing both discretionary and non-discretionary solutions through dedicated investment teams.

Easton Meyer is a CFP® professional with two years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2021. He has a background that includes roles at the University of Indianapolis and the Morris Inn at Notre Dame. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving over 3,000 clients with comprehensive financial planning and individualized portfolio management for retail, high-net-worth, and institutional clients. The firm emphasizes strategic asset allocation, uses third-party research, independent managers, and model portfolios, and provides specialized services including advising private investment funds and pooled vehicles.

Nathan Kilpatrick is a CFP® professional with six years of experience at Valeo Financial Advisors, LLC. He has held prior roles at Indy Premier Soccer Club, Southern New Hampshire University, and American College of Spain. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving both retail and institutional clients. The firm offers comprehensive financial planning and portfolio management, applying strategic asset allocation with tactical adjustments, third-party research, and the use of independent managers and model portfolios.

Adrian Miller is a CFA® charterholder and holds the Series 66 designation, with five years of industry experience. He currently works at Goelzer Investment Management, where he has been since 2021, following ten years at Wells Fargo Private Bank. Goelzer Investment Management serves both private and institutional clients, offering investment advisory, asset management, consulting, and financial planning services. The firm operates through three specialized teams that integrate proprietary research and customized portfolio construction to pursue long-term total-return objectives aligned with client risk tolerances.