Jeffrey Triwedi is a financial advisor with Thurston Springer Advisors in Indianapolis, holding a Series 66 designation and 23 years of industry experience. He has been with Thurston, Springer, Miller, Herd & Titak, Inc. for 22 years and has operated Triwedi Enterprises for over three decades. Outside of his financial career, he performs as a musician playing guitar and saxophone about once a month. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management with a variety of investment strategies, combining fundamental, technical, and cyclical analysis to support both buy-and-hold and more active management approaches.

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® with 10 years of industry experience, currently serving at Oxford Financial Group, Ltd since 2018. He previously worked at Investacorp, Inc. and Highland Capital Brokerage. 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, emphasizing diversified asset allocation across public and alternative asset classes managed by dedicated investment teams.

Henry Rosser is a CFP® professional with two years of industry experience, currently serving at Oxford Financial Group, Ltd. Since 2022, he has worked at Oxford following prior roles in real estate, law, and banking, including positions at Scannell Properties and Indiana University Robert H. McKinney School of Law. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, and institutional clients with family office, fiduciary trust, and investment management services. The firm emphasizes diversified asset allocation across public and alternative asset classes, operating dedicated investment teams and offering both discretionary and non-discretionary portfolio management.

Harley Shanklin is a financial advisor at Foundations Investment Advisors LLC with 11 years of industry experience and holds the Series 66 designation. He has worked at RDW Financial Group since 2014 and was previously associated with Madison Avenue Securities, Inc. 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, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices. The firm employs a mix of fundamental, technical, and cyclical analysis, uses model portfolios and an asymmetric rebalancing approach, and incorporates third-party sub-advisers and custodians in its investment process.

Benton Givens is a Series 66–licensed advisor with Thurston Springer Advisors and has one year of industry experience. Prior to joining Thurston Springer Financial, he worked at Vine & Table and Hotel Tango Distillery. 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. The firm employs a range of investment strategies, including both buy-and-hold and active models such as Tactical Momentum and Earnings Momentum.

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 at Waverly Advisors, LLC with 10 years of industry experience. He holds the Series 65 designation and previously worked at Centerpoint Wealth Management, LLC and Column Capital Wealth Management. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations and provides investment management, financial planning, retirement plan consulting, and multi-family office services.

Aaron Loomis is a financial advisor at United Capital Financial Advisors in Indianapolis, IN. He holds a Series 65 designation and has experience working for the U.S. Department of Labor in the Wage HR Division from 2009 to 2025. He joined United Capital Financial Advisors in 2025. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization, ongoing monitoring, and client-facing technology.

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 CFP®-certified financial advisor with five years of industry experience, currently with Maia Wealth in Indianapolis, IN. His prior roles include positions at J.P. Morgan Securities and Charles Schwab & Co. Outside of advising, he holds an insurance agent license covering various carriers. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, using a combination of mutual funds, ETFs, individual securities, and independent managers. The firm employs a long-term investment strategy complemented by tactical adjustments and integrates technology with traditional oversight in its portfolio implementation.

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 worked with several firms, including StoneX Advisors Inc. and Wrp Investments, Inc. In addition to his advisory role, he is an agent selling term life and Medicare supplement insurance products upon client request. 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 various investment analysis methods to support both buy-and-hold and active strategies.

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.