Gregory Goelzer is a financial advisor at Goelzer Investment Management with 41 years of industry experience. He has been with Goelzer Investment Management since 1997 and holds the Series 63 designation. Goelzer Investment Management serves private and institutional clients including individuals, high-net-worth families, foundations, endowments, pension plans, nonprofits, and governmental entities. The firm offers investment advisory, asset management, consulting, and financial planning services through three specialized teams, combining proprietary research and customized portfolio construction to address client objectives.

Scott Ryan is a CFA® charterholder with Series 63 and Series 66 licenses and has over 12 years of experience in finance. He has worked at Oxford Financial Group, Ltd. since 2026 and previously spent 11 years with the Indiana University Foundation. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals and families, as well as institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and chief investment officer services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments, with an investment approach focused on diversified asset allocation across public and alternative asset classes.

Robert Twitchell is a CFA® charterholder with 22 years of industry experience. He has been with Oxford Financial Group, Ltd. since 2009. Oxford Financial Group serves ultra high-net-worth individuals and families, as well as institutional clients, offering family office and CIO services, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative asset classes and manages both discretionary and non-discretionary assets through an integrated operating model with affiliated entities.

Emeliano Ameye is a CFP® with six years of industry experience and is currently an advisor at Valeo Financial Advisors, LLC, where he has worked since 2022. Prior to joining Valeo, he spent time at Baron Wealth Management, LLC, and has held roles outside finance, including at Mills Siding & Roofing and Student Painters. Valeo Financial Advisors is a registered investment adviser managing approximately $12.96 billion in client assets for individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes strategic asset allocation with tactical adjustments and uses independent managers and third-party research in its portfolio management approach.

Robert Edwards is a CFA® charterholder and holds a Series 65 license, with 22 years of experience in the financial industry. He has been with Valeo Financial Advisors, LLC since 2008. 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 incorporating third-party research and alternative strategies where appropriate. The firm also offers scaled services and pro-bono planning to non-profits.

Terilyn Schwartz is a financial advisor at Oxford Financial Group, Ltd with 12 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Oxford Financial Group in 2022, she worked at Northwestern Mutual Investment Management and affiliated entities from 2014 to 2022. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held business owners, providing family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments. The firm employs a diversified asset allocation approach across public and alternative asset classes and manages both discretionary and non-discretionary capital, with a distinctive integrated model that includes in-house direct investment capabilities.

Laura Clark is a CFA® charterholder with 14 years of industry experience. She has been with Oxford Financial Group, Ltd. since 2011. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held business owners, providing family office and CIO services, financial and estate planning, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative assets, utilizing dedicated investment teams and offers both discretionary and non-discretionary investment arrangements.

Sarah Arthur is a CFP®-certified financial advisor with 12 years of industry experience. She has worked at Valeo Financial Advisors, LLC since 2021 and previously held roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Edward Moyzes, and Ameriprise Financial Services Inc. 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 a range of investment strategies, including third-party research and alternative approaches, while offering scaled services and pro-bono planning to non-profits.

Jennifer Hammel is a financial advisor at Oxford Financial Group, Ltd in Carmel, IN, holding a Series 65 credential with four years of industry experience. She has worked at Oxford Financial Group since 2021 and previously spent nine years at Beacon Credit Union. Oxford Financial Group, Ltd serves ultra high-net-worth individuals and families, as well as institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and chief investment officer services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments and manager-of-managers solutions.

Philip Kojich is a financial advisor at Goelzer Investment Management with 16 years of industry experience. He holds the Series 66 and Series 65 licenses and has previously worked at Capital Client Group, American Funds, and Vanguard. Goelzer Investment Management serves private and institutional clients, including individuals, high-net-worth families, foundations, endowments, pension plans, nonprofit organizations, and governmental entities. The firm combines proprietary research, asset allocation analysis, and customized portfolio construction through three dedicated teams to pursue long-term total-return objectives aligned with client risk tolerances.

Jordan Lauber is a financial advisor at Savvy with eight years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Savvy, he worked at Lauber Financial, Lincoln Financial Advisors, Union Financial, Centennial Group, Princor Financial Services Corporation, and Principal Life Insurance Company. Lauber is also the owner and agent of Lauber Financial, where he offers traditional life insurance. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, option overlays, and ESG-focused models.

Matthew Presley is a CFP® professional with 10 years of experience in financial advising. He has been with Valeo Financial Advisors, LLC since 2013. 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 offers services including model portfolios and pro-bono planning for nonprofits.

Ryan Price is a CFP® professional with six years of experience at Valeo Financial Advisors, LLC, following a brief tenure at WestPoint Financial Group. He is based in Carmel, IN. Prior to his advisory career, he was a full-time student for eight years. 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 uses third-party research and independent managers, serving a diverse client base that includes high-net-worth individuals and charitable organizations.

James Hughes is a CFP® with 21 years of experience in the financial industry. He has been with Valeo Financial Advisors, LLC since 2014. Located in Carmel, IN, Hughes holds Series 63 and Series 65 registrations. 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 portfolio management to pro-bono planning for nonprofits.

Christopher Siegl is a CFP® designated financial advisor at Valeo Financial Advisors, LLC with 18 years of industry experience. Prior to joining Valeo in 2022, he worked at Schwab Private Client Investment Advisory and Charles Schwab from 2017 to 2022, and at Scottrade from 2015 to 2017. Siegl serves as a neutral arbitrator for FINRA Dispute Resolution, a role he has held since 2016. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients, managing approximately $13 billion in assets. The firm employs a strategic asset allocation approach with tactical adjustments and uses independent managers alongside comprehensive financial planning and portfolio management.

Rebecca Jacklin is a CFP® with 22 years of industry experience, currently serving at Goelzer Investment Management since 2025. She previously held various roles at PNC Bank and affiliated entities from 2014 to 2020. Outside of her advisory work, Jacklin is active in philanthropy, holding leadership positions with the Ayres Foundation, the Women's Fund of Central Indiana, the Gleaners Food Bank of Indiana, and a family farm nonprofit. Goelzer Investment Management serves private and institutional clients, including high-net-worth families, foundations, and governmental entities, providing comprehensive investment advisory, asset management, consulting, and financial planning services. The firm organizes its work across specialized teams that use proprietary research and custom portfolio construction to align with client risk tolerances.

Patricia Parker is a CFP® at Accurate Wealth Management, LLC in Indianapolis, with 24 years of industry experience. She has been associated with Accurate Wealth Management since 2025 and concurrently operates Discovery Wealth Management and Patricia Heaton Parker, CFP, both since 2015. Outside of advising, she leads pro bono Divorce Survival Workshops to support women and conducts educational efforts around Advance Health Care Directives based on her background as a registered nurse. Accurate Wealth Management serves a diverse client base including individuals, pension plans, charities, and corporations, offering discretionary portfolio management, financial planning, and wrap-fee programs. The firm emphasizes value, safety, quality, and risk control in individualized asset allocations, managing most accounts on a discretionary basis while allowing client-imposed restrictions and using subadvisers when appropriate.

Carl Jackson is a CFA® charterholder with five years of industry experience. He has worked at Oxford Financial Group, Ltd. since 2021 and previously held roles at Training the Street, Indiana Public Retirement System, and Indiana University. Jackson serves on Limited Partner Advisory Committees for certain investment funds related to Oxford’s private funds, a role for which he receives no compensation. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, and institutional clients, offering family office and CIO services, financial and estate planning, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative asset classes and manages approximately $23.3 billion, providing both discretionary and non-discretionary solutions through dedicated investment teams.

Easton Meyer is a CFP® professional with two years of experience currently working at Valeo Financial Advisors, LLC. He has been with Valeo in various capacities since 2021 and has also held roles at the University of Indianapolis. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients, managing approximately $13 billion in assets through comprehensive financial planning and portfolio management. The firm employs a strategic asset allocation approach with tactical adjustments and uses independent managers and third-party research sources.

Nathan Kilpatrick is a CFP® professional at Valeo Financial Advisors, LLC with three years of industry experience. He has been with Valeo since 2020 and previously worked with the Indy Premier Soccer Club and Southern New Hampshire University. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients, managing approximately $13 billion in assets. The firm employs strategic asset allocation with tactical adjustments, utilizes independent managers, and conducts ongoing portfolio monitoring supported by research from providers like Fidelity and Morningstar.