Andrew Douglas is a CFA® charterholder with 10 years of experience in the financial advisory industry. He is currently with Forvis Mazars Wealth Advisors, LLC, where he has worked since 2022, following seven years at BKD Wealth Advisors, LLC. Douglas serves as treasurer and on the investment committee for the Indiana National Guard Relief Fund. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, discretionary and non-discretionary investment management, retirement plan consulting, and family-office style services, managing approximately $12 billion in assets.

Nicholas Fohrer is a CFP® with 10 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2012. He is based in Carmel, IN. Outside of his advisory role, he owns AMH4 Rentals, LLC, a passive income business. 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 when appropriate.

Ryan Miller is a CFP® professional with 14 years of industry experience. He has worked at Plancorp, LLC since 2025 and previously held roles at Dew Wealth Management, LLC, Elser Financial Planning, Inc, and an earlier iteration of Plancorp. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with services including wealth management, financial planning, pension consulting, and tax preparation. The firm’s investment approach is based on Modern Portfolio Theory and documented Investment Policy Statements, offering both discretionary and non-discretionary management across a diversified range of assets.

Karen Fritz is a financial advisor at CG Advisory Services with 21 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Geneos Wealth Management, Inc., and WFG Investments, Inc. Fritz has also been involved with CG Advisor Network and Capital Asset Advisory Services, LLC since 2006. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and businesses. The firm provides discretionary portfolio management, financial planning, retirement plan services, and consulting through proprietary model portfolios and customized investment strategies.

Joshua Helvie is a financial advisor with Vanderbilt Advisory Services in Zionsville, IN, holding Series 63 and Series 65 licenses and 28 years of industry experience. He previously worked at LPL Financial for 18 years before joining Vanderbilt in 2026. He also operates a business under the name Helvie Financial Group. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Connor Kucera is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Sapient Capital LLC since 2023. Prior to this, he spent seven years at Stifel Nicolaus & Company. Outside of his advisory role, Kucera is involved with Special Olympics Indiana as a member of the Young Professionals Board and serves on the finance committee of Second Helpings, a community kitchen in Indianapolis. Sapient Capital LLC 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 long-term investment approach combining fundamental and technical analysis to build diversified portfolios and acts as a fiduciary on retirement accounts under ERISA/IRC standards.

Daniel Houchens is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2012. He has also worked with Bank of America, N.A. and Merrill since 2011. 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 offers services ranging from model portfolios to pro-bono planning for nonprofits.

Madison Theile is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. Prior to joining Valeo Financial, Madison worked at Hurlow Wealth Management and has experience in both educational and wealth management settings. Valeo Financial Advisors offers comprehensive financial planning and investment management to individuals, families, and institutional clients, utilizing a strategic asset-allocation framework with tactical adjustments and access to various investment strategies. The firm manages over $10 billion in assets and provides specialized services including due diligence through its subsidiary and pro-bono planning for nonprofit organizations.

Julia Weaver is a Series 65 licensed advisor at Oxford Financial Group, LTD with six years of industry experience. She has worked at Oxford Financial Group since 2015, with a one-year tenure at Regions Private Wealth Management in between. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, chief investment officer functions, investment planning, and fiduciary support. The firm emphasizes asset allocation, diversification across public and private markets, and uses written Investment Policy Statements supported by in-house manager research and monitoring.

Sherri Wilson is a financial advisor at Goelzer Investment Management in Carmel, IN, holding a Series 65 designation with 19 years of industry experience. She has been with Goelzer since 1995. Goelzer serves private and institutional clients with investment advisory, asset management, consulting, and financial planning services. The firm operates through three teams that utilize proprietary research and customized portfolio construction to meet long-term total-return objectives aligned with client risk tolerances.

Benjamin Mossoney is a CFP® professional with five years of experience in the financial services industry. He currently works at Valeo Financial Advisors, LLC, joining the firm in 2024. His prior experience includes roles at Charles Schwab Bank, TD Ameritrade, and Geico. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients, managing approximately $13 billion in assets. The firm focuses on strategic asset allocation with tactical adjustments, utilizes independent managers when appropriate, and offers a low-touch model portfolio option called Valeo Essentials.

Kara Wright is a CFP®-certified financial advisor at Valeo Financial Advisors, LLC with eight years of industry experience. She has held roles at several firms, including CliftonLarsonAllen Wealth Advisors and Spectrum Management Group. Her career also includes a brief period as a caretaker for a family member. 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, independent managers, and alternative strategies where appropriate.

Elaine Beaty is a financial advisor at Goelzer Investment Management with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Beaty has been with Goelzer Investment Management since 2019. Goelzer serves private and institutional clients, including high-net-worth families, foundations, pension plans, and nonprofit organizations, providing investment advisory, asset management, consulting, and financial planning services. The firm’s three-team structure integrates proprietary research and customized portfolio construction to pursue long-term total-return objectives aligned with client risk tolerances.

Thomas Knipp is a financial advisor with Sapient Capital LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at STIFEL and Charles Schwab, as well as experience outside finance with Indiana Primetime Sports. 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 process that blends fundamental and technical analysis to build diversified portfolios and acts as an adviser and sponsor to private funds and registered ETFs.

David Alexander is a CFP® and ChFC® with 11 years of industry experience. He has worked at Goelzer Investment Management since 2022 and previously spent 13 years at Wells Fargo Bank N.A. Located in Carmel, IN, he holds Series 63 and Series 66 licenses. Goelzer Investment Management serves private and institutional clients with investment advisory services, asset management, consulting, and financial planning. The firm operates through three teams that provide customized portfolio construction, proprietary research, and asset allocation analysis to meet diverse client needs.

Timothy Jansen is a financial advisor with Sapient Capital LLC in Indianapolis, IN, holding a Series 66 designation and eight years of industry experience. He worked at STIFEL for ten years prior to joining Sapient Capital in 2023. 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 uses a long-term investment process combining fundamental and technical analysis to build diversified portfolios and acts as a fiduciary when advising retirement accounts under ERISA/IRC standards.

Margaret Loudenburg is a financial advisor at First Heartland Consultants, Inc. with 10 years of industry experience. She holds the Series 66 designation and has worked at First Heartland Capital Inc since 2015 and Hanson & Snyder since 2012. First Heartland Consultants serves a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions through a network of independent adviser representatives.

Russell Delibero is a CFP® and ChFC® with 18 years of industry experience. He currently works at Oxford Financial Group, LTD and previously spent 11 years at Goldman Sachs Wealth Services/Mercer Allied. He also lectures in the graduate program at The American College of Financial Services. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients, providing comprehensive family office services, CIO-led portfolio construction, and access to private market and alternative investments. The firm emphasizes asset allocation, diversification, and written Investment Policy Statements, with a fee-only model and affiliated fiduciary and private-investment platforms.

Neal Davis is a CFP®, CFA®, and holds a Series 65 license with 12 years of industry experience. He is currently with Oxford Financial Group, LTD and previously worked at Fort Washington Investment Advisors, Inc. and Buckingham Capital Management, Inc. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, chief investment officer functions, investment planning, and fiduciary support. The firm emphasizes asset allocation and diversification across public and private markets, offering both discretionary and non-discretionary management alongside private market investment opportunities.

Jason Hessler is a CFP® with 11 years of industry experience, currently serving as a financial advisor at HUB Investment Partners, LLC since 2021. He has held roles at Alta Trust, Graham, Farrer & Wilson, Hessler LLC, OneAmerica, and First American Bank. Outside of his advisory work, Hessler provides estate planning and wealth transfer services through his ownership of Hessler LLC and serves as Of Counsel at Graham, Farrer & Wilson, focusing on estate settlement and corporate banking services. HUB Investment Partners provides investment management and financial planning to a diverse client base, including individuals, high-net-worth investors, institutions, and municipal entities. The firm employs a blend of internally managed model portfolios and customized allocations, using technical and cyclical analysis to align investments with client objectives and risk tolerances.