Terry Leffew is a financial advisor with Sapient Capital LLC in Indianapolis, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. Prior to joining Sapient Capital in 2023, he worked at Stifel Nicolaus & Co. for 11 years. Outside of his advisory role, he provides consulting and business advice for a wastewater utility in West Lafayette, IN. Sapient Capital 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 employs a primarily long-term investment process combining fundamental and technical analysis to build diversified portfolios and acts as a fiduciary under ERISA/IRC standards.

Clint Heisler is a CFP® and ChFC® with 15 years of industry experience, currently advising at Savvy since 2026. He previously worked with LPL Financial and Northwestern Mutual in various roles from 2010 to 2026. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized investment plans using primarily index-based, long-term strategies alongside active equity portfolios and tax-aware direct indexing, supported by third-party sub-advisers and technology platforms.

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.

Richard Stewart is a CFP® with 30 years of experience in the financial services industry. He is currently with Chelsea Advisory Services, Inc. and has previously worked at Regulus Financial Group, American Equity Investment Corporation, and HD Vest in various roles since 1997. Outside of his advisory work, he owns RB Stewart Financial, which provides tax preparation, accounting, and payroll services. Chelsea Advisory Services offers financial planning, investment advisory, and consulting services to individuals, including high-net-worth clients, as well as trusts and some corporate entities. The firm emphasizes a fundamental, long-term investment approach with diversified portfolios and typically manages accounts on a discretionary basis.

Blake Montgomery is a CFP® with four years of industry experience, currently serving with Valeo Financial Advisors, LLC. Prior to joining Valeo, he held roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion for over 3,000 clients, providing comprehensive financial planning and individualized portfolio management for retail and institutional clients. The firm emphasizes strategic asset allocation, third-party research, and independent managers, and offers specialized services including advisory support for private investment funds and pooled vehicles.

Julie Wrin is a financial advisor with Ausdal Financial Partners, Inc. in Indianapolis, IN, holding a Series 66 designation and bringing 16 years of industry experience. She has worked at Ausdal Financial Partners since 2017 and spent one year at Wells Fargo Clearing prior to that. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm offers a wide range of advisory services and employs customized investment strategies developed at the individual advisor level, using multiple custodians and incorporating third-party money managers and model portfolios.

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. He has been with Valeo Financial Advisors, LLC since 2016. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $12.96 billion and serving both retail and institutional clients. The firm employs a strategic asset allocation approach with tactical adjustments, uses third-party research, and offers portfolio management including for private investment funds and pooled vehicles.

Garrett Chmiola is a CFP® certificant with seven years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2022. His prior roles include positions at RSM US Wealth Management LLC and several other firms dating back to 2017. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 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 approach supported by third-party research and independent managers.

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 21 years of industry experience. She currently serves as an advisor at Valeo Financial Advisors, LLC, where she has worked since 2017. Her prior roles include positions at Charlotte Lippert Wealth Management, Bedel Financial Consulting Inc, and Signal Capital Management, Inc. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion across 108 advisors. The firm offers comprehensive financial planning and portfolio management to retail, high-net-worth, and institutional clients, employing a strategic asset allocation approach supplemented by third-party research and independent managers.

William Turner is a CFP® professional with 20 years of industry experience. He currently works at Elevation Point Wealth Partners, LLC and previously spent 15 years at Bank of America, N.A. and 20 years at Merrill. Outside of his advisory role, he is involved as a general partner and managing member in several small business ventures, including a passenger transport LLC and a home cleaning service. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm offers portfolio management through various strategies including separately managed accounts, model portfolios, and co-advisory programs, blending strategic and tactical asset allocation across multiple investment vehicles.

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.

Jenna Spurrier is a financial advisor with Thurston Springer Advisors in Indianapolis, IN, holding a Series 66 credential and 25 years of industry experience. She has been with Thurston Springer Miller Herd & Titak, Inc. since 2016. Outside of her advisory role, she is involved as a board member with the nonprofit Impact 100 Greater Indianapolis and operates a Spanish translation service. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, offering comprehensive financial planning, portfolio management, and fiduciary services tailored to client goals through a range of strategies including both buy-and-hold and active momentum models.

Jacob Zeiher is a CFP® professional with six years of industry experience, currently serving at Valeo Financial Advisors, LLC. His prior experience includes roles at First Allied Securities, Inc. and Cardinal Health, Inc. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion in assets across 108 advisors and over 3,000 clients. The firm offers comprehensive financial planning and portfolio management for retail, high-net-worth, and institutional clients, utilizing a strategic asset allocation process with tactical adjustments and independent managers.

Harrison Powell is a CFP® and holds a Series 65 license with seven years of industry experience. He has been with United Capital Financial Advisors since 2018, following roles at Budget Inks and East of Chicago Pizza Co. Powell is based in Indianapolis, IN. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual, high-net-worth, retirement plan, and institutional clients. The firm offers customized investment solutions through United Capital-managed strategies, third-party managers, and separately managed accounts, supported by an extensive affiliate network and a technology platform that serves other independent advisors.

Katherine Harper is a financial advisor at Valeo Financial Advisors, LLC with 13 years of industry experience. She holds the Series 66 designation and has worked at Allworth Financial, Innovative Portfolios, Sheaff Brock Investment Advisors, Salzinger Sheaff Brock, and Charles Schwab. 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 emphasizes strategic asset allocation, uses third-party research and independent managers, and offers services including portfolio management for pooled investment vehicles and pro-bono planning for nonprofits.

Zachary O'connor is a CFP® professional with two years of industry experience, currently serving at Valeo Financial Advisors, LLC. His prior work includes roles at CSI Advisory Services, Butler University, and Columbus High School. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion and serving both retail and institutional clients. The firm offers comprehensive financial planning and individualized portfolio management, utilizing strategic asset allocation, third-party research, and independent managers, while also providing specialized services such as advising private investment funds and managing pooled vehicles.