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 and previously worked at J.P. Morgan Chase Bank, NA. 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, fiduciary trust administration, and access to private market investments through a diversified asset allocation approach that includes public and alternative assets.

Peter Joseph Royeca is a CFP® professional with experience beginning in 2022. He has worked with Valeo Financial Advisors, LLC since 2023 and previously was employed at Ameriprise Financial in 2022. His background also includes roles outside of financial services, such as at Paddyshack Ice Cream and The Foundry Lofts and Apartments. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion and serving over 3,000 clients. The firm provides comprehensive financial planning and individualized portfolio management for retail and institutional clients, employing a strategic asset allocation approach with third-party research and the use of independent managers.

Thomas Staley is a CFP® professional with 20 years of industry experience, currently serving at Maia Wealth. His prior roles include positions at JPMorgan Securities LLC, Schwab Wealth Advisory, and Charles Schwab. In addition to his advisory duties, he is a licensed life and health insurance agent. Maia Wealth provides 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 with a long-term strategy complemented by tactical adjustments and integrates technology-driven platforms alongside traditional advisory oversight.

Jorey Dimopoulos is a financial advisor at Thurston Springer Advisors with six years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab & Co., Inc. and Northwestern Mutual. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and retirement plans, offering comprehensive financial planning and portfolio management with tailored investment approaches.

James Scheri is a CFP® at Valeo Financial Advisors, LLC in Carmel, IN, with one year of industry experience. His prior work includes positions at Sam's Club, Chick-fil-A, and Indiana University. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $12.96 billion with 108 advisors serving both retail and institutional clients. The firm offers comprehensive financial planning and individualized portfolio management, utilizing strategic asset allocation, third-party research, and a selection of independent managers and model portfolios.

James Walker Jr. is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, with 15 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked for LPL Financial LLC for 22 years. His current affiliation includes operating under the DBA J.F. Walker Investments. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, combining multiple investment analysis methods to support a range of strategies from buy-and-hold to active management.

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. Prior to her advisory role, she was a student for 18 years. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving both retail and institutional clients with comprehensive financial planning and portfolio management. The firm employs a strategic asset allocation process with tactical adjustments, uses third-party research and independent managers, and offers specialized services including advising private investment funds and providing portfolio management for pooled vehicles.

Brandon Marvel is a financial advisor with Elevation Point Wealth Partners, LLC in Indianapolis, holding a Series 66 credential and three years of industry experience. Prior to joining Elevation Point in 2026, he worked seven years at Bank of America / Merrill Lynch. He also works part time as a Demo Day Representative for Callaway Golf Company, where he has been employed since 2013. Elevation Point Wealth Partners provides investment advisory services to individuals, retirement plans, trusts, and institutional clients, employing strategic and tactical asset allocation across various investment vehicles including mutual funds, ETFs, and separately managed accounts. The firm offers portfolio management through model series and includes alternative investments, with a focus on insurance-related activities and multiple revenue-sharing arrangements.

Lindsey Fairchild is a CFP® and Series 66-registered advisor with eight years of industry experience. She has been with Valeo Financial Advisors, LLC since 2018 and previously worked at TD Ameritrade from 2016 to 2018. 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, emphasizing strategic asset allocation, third-party research, and the use of independent managers and model portfolios.

Charles Ney is a CFP® with four years of industry experience, currently with Valeo Financial Advisors, LLC since 2020. His prior experience includes roles at Kemper Insurance, CohnReznick, LLC, Kentner Sellers, and the University of Dayton. 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 a strategic approach that includes tactical asset-class adjustments, third-party research, and the use of independent managers and model portfolios.

Jonathan Hueftle is a financial advisor with SYM Financial Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with SYM Financial Advisors since 2000. SYM Financial Advisors is an employee-owned, SEC-registered multi-team firm managing over $5 billion for approximately 1,800 clients, including individuals, qualified retirement plans, charities, and corporations. The firm employs a top-down, tactical asset-allocation strategy implemented through various investment vehicles and offers integrated wealth management, financial planning, and private fund management.

Sara Omohundro is a CFA® charterholder at Goelzer Investment Management with one year of industry experience. She previously worked at Elevate Ventures and the Indiana Public Retirement System. Goelzer Investment Management serves private and institutional clients, including high-net-worth families, foundations, and governmental entities. The firm combines proprietary research and customized portfolio construction across three teams to pursue long-term total-return objectives aligned with client risk tolerances.

Richard Seaver is a CFP® certificant with 21 years of industry experience. He has worked at Valeo Financial Advisors, LLC since 2005 and previously held roles at Legacy Financial Advisors, L.L.C. and Oxford Financial Group, Ltd. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion and serving both retail and institutional clients. The firm emphasizes strategic asset allocation with tactical adjustments, utilizes third-party research and independent managers, and offers specialized services including advising private investment funds and managing pooled vehicles.

Rex Davidson is a financial advisor at Archer Investment Corporation with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Archer since 2017, following seven years at Hd Vest Investment Services. In addition to his advisory role, Davidson is president of Davidson & Company CPAs, an accounting and tax preparation firm he has been involved with since 2004, and serves as treasurer and comptroller for a logistics company. 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 assets on a discretionary basis with periodic reviews to monitor performance.

Jamie Vladuchick is a CFA® charterholder and Series 63 licensee with 11 years of industry experience. He has been with Valeo Financial Advisors, LLC since 2021 and previously worked at Windsor Wealth Management for eight years. Valeo Financial Advisors is a multi-team registered adviser managing approximately $13 billion and serving over 3,000 clients. The firm provides comprehensive financial planning and portfolio management for retail, high-net-worth, and institutional clients, employing a strategic asset allocation approach with tactical adjustments and third-party research.

Kurtis Ternet is a financial advisor at Archer Investment Corporation with two years of industry experience. He holds a Series 65 designation and has worked at Archer since 2023. Outside of his advisory role, he coaches baseball part-time for the Midwest Canes. 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 tailored to clients’ cash flow, liquidity, tax considerations, and risk tolerance.

Ryan Roller is a financial advisor with United Capital Financial Advisors in Indianapolis, IN, holding a Series 65 designation and 13 years of industry experience. He has been with United Capital Financial Advisors since 2015. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individual investors, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management with asset-allocation models and offers customized strategies, including ESG and faith-based options, supported by proprietary technology and research.

Mark Damer is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Noyes Advisors LLC, David A. Noyes & Company, and Morgan Stanley. Damer serves as a board member of the Carmel Clay Historical Society, a nonprofit organization. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning, portfolio management, and fiduciary services, employing both buy-and-hold and active investment strategies tailored to client goals.