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® professional with 21 years of industry experience, currently advising clients at Valeo Financial Advisors, LLC since 2005. He holds Series 63 and Series 65 licenses. Valeo Financial Advisors is a registered investment adviser managing approximately $12.96 billion in assets for individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes strategic asset allocation with tactical adjustments, utilizes independent managers, and incorporates third-party research and technology to support portfolio management.

Rex Davidson is a financial advisor at Archer Investment Corporation with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Archer since 2017. Prior to that, he spent seven years at Hd Vest Investment Services and has served as president of Davidson & Company CPAs since 2004, where he provides tax preparation and accounting services. Archer Investment Corporation offers 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 provides customized portfolio management and model-based strategies, emphasizing diversified allocations and regular account reviews.

Jamie Vladuchick is a CFA® charterholder with 10 years of industry experience. He has worked at Valeo Financial Advisors, LLC since 2021 and previously spent eight years at Windsor Wealth Management. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm employs a strategic asset-allocation approach with tactical adjustments and incorporates third-party research and alternative strategies as appropriate.

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 licenses and has worked at Thurston Springer Financial since 2019. Prior to that, he was with Noyes Advisors LLC and David A. Noyes & Company. Damer serves as a board member of the Carmel Clay Historical Society. Thurston Springer Advisors serves individuals, corporations, retirement plans, foundations, endowments, estates, and trusts. The firm offers tailored financial planning, estate-planning facilitation, portfolio management, and fiduciary services through discretionary programs and non-discretionary consulting, employing a range of investment approaches from buy-and-hold to tactical strategies.

Gavin Gilpin is a financial advisor at Avantax Planning Partners, Inc. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Cetera Wealth Services and several Avantax affiliates. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm works primarily through CPA firms and registered Advisor Representatives and uses firm-designed style allocation models with an emphasis on tax-intelligent strategies.

Matthew Keller is a CFP® professional with four years of industry experience, currently with Valeo Financial Advisors, LLC since 2022. He previously worked at Ernst & Young LLP for three years and was a full-time college student from 2014 to 2018. Valeo Financial Advisors is a registered investment adviser managing approximately $13 billion in client assets for individuals, families, trusts, estates, charitable organizations, and business clients. The firm’s investment process focuses on strategic asset allocation combined with tactical adjustments, third-party independent managers, and ongoing portfolio monitoring.

Logan Mears is a CFP® professional with four years of industry experience, currently serving at Valeo Financial Advisors, LLC. His prior experience includes roles at Cetera ADVISORS LLC, Northwestern Mutual, and Somerset CPAs and Advisors. He has maintained a long-term affiliation with Indiana University Purdue University of Indianapolis since 2018. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm employs a strategic asset-allocation framework with tactical adjustments and incorporates third-party research and alternative strategies while managing approximately $10.64 billion in client assets.

Dale Self is a financial advisor at Maia Wealth with 28 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for J.P. Morgan Securities for 11 years. Outside of his advisory work, he is the managing member of F1rst Wellness LLC, a health and wellness business. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, using a range of portfolio management strategies and coordinating estate-planning and tax services through outside specialists. The firm employs fundamental, technical, and cyclical analysis with a long-term investment approach and integrates both independent managers and automated platforms in its services.

Jeffrey Cohen is a financial advisor with Sapient Capital LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Sapient Capital in 2023, he worked at Stifel Nicolaus & Co., Inc. for 18 years. He serves as an investment board member for Next Level Indiana, contributing to policy and procedure development. Sapient Capital provides wealth management, financial planning, and family office services to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm’s investment approach combines fundamental and technical analysis to build diversified portfolios and offers both discretionary and non-discretionary management, including sub-advisory support to private funds and registered ETFs.

Jeffrey Triwedi is a financial advisor at Thurston Springer Advisors with 23 years of industry experience. He holds the Series 66 designation and has been with the firm since 2004. Outside of his advisory role, he performs as a musician, playing guitar and saxophone about once a month. Thurston Springer Advisors serves individuals, corporations, retirement plans, foundations, endowments, estates, and trusts, offering financial planning, portfolio management, and fiduciary services. The firm employs a variety of discretionary and non-discretionary investment approaches, including buy-and-hold, asset allocation, and more active strategies using technical and fundamental analysis.

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 financial advisor at Thurston Springer Advisors with one year of industry experience. He holds a Series 66 designation and has prior experience working at Vine & Table and Hotel Tango Distillery. Thurston Springer Advisors serves individuals, corporations, retirement plans, foundations, endowments, estates, and trusts, offering tailored financial planning, portfolio management, fiduciary services, and a range of discretionary and non-discretionary investment programs that include both traditional and active strategies.

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.