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® with 24 years of industry experience, currently with Accurate Wealth Management, LLC. She has held roles at several firms including Transamerica Financial Advisors, Madison Avenue Securities, and XYPN Invest. Outside of advising, she leads pro bono Divorce Survival Workshops and helps individuals create Advance Health Care Directives through her educational initiative Protected Promises, drawing on her background as a registered nurse. Accurate Wealth Management serves individuals, pension plans, charities, and corporations, offering discretionary portfolio management, financial planning, and educational services. The firm employs a value- and risk-focused investment approach across diverse asset classes and offers performance-based fees for qualified clients, with approximately $1.71 billion in assets under management.

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.

Adrian Miller is a CFA® charterholder and holds the Series 66 designation, with five years of industry experience. He currently works at Goelzer Investment Management, where he has been since 2021, following ten years at Wells Fargo Private Bank. Goelzer Investment Management serves both private and institutional clients, offering investment advisory, asset management, consulting, and financial planning services. The firm operates through three specialized teams that integrate proprietary research and customized portfolio construction to pursue long-term total-return objectives aligned with client risk tolerances.

John Dewey is a CFP® professional with 14 years of industry experience. He has worked at Advisory Services Network since 2025 and previously spent 12 years at Edward Jones. Outside of his advisory role, he serves as Chairman of the Board for Heartland Film Inc. in Indianapolis. Advisory Services Network is an enterprise firm with a network of approximately 208 independent advisers serving individuals, families, corporations, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, and retirement-plan consulting, managing about $8.6 billion in client assets.

Jeffery Stroman is a financial advisor at Oxford Financial Group, Ltd with 27 years of industry experience. He holds the Series 63 designation and has been with Oxford Financial Group since 1988. Oxford Financial Group 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 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.

Zachary Heeke is a financial advisor at Sapient Capital LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Stifel, Nicolaus & Company, Incorporated. He also has a background in education from Central Michigan University. 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 long-term investment approach combining fundamental and technical analysis to construct diversified portfolios and serves as an adviser and sponsor to private funds as well as a sub-advisor to registered ETFs.

Isabelle Beg is a CFP® professional affiliated with Sapient Capital LLC in Indianapolis, IN, with four years of industry experience prior to joining Sapient Capital in 2026. She previously worked at Fi3 Financial Advisors from 2022 to 2026 and graduated from DePauw University in 2022. 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 approach combining fundamental and technical analysis to build diversified portfolios and acts as a fiduciary under ERISA/IRC standards.

Ryan Shidler is a CFA® charterholder with five years of experience at Oxford Financial Group, Ltd, where he has worked since 2015. He serves as an Oxford Investment Fellow and is a member of Limited Partner Advisory Committees for certain underlying investment funds, a role for which he receives no compensation. 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 provides 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.

David Koch is a financial advisor with Archer Investment Corporation in Carmel, IN, holding a Series 65 license and 14 years of industry experience. He has been with Archer Investment Corporation since 2012 and also operates a CPA and tax preparation practice, David Koch CPA LLC, separate from his investment advisory work. Archer Investment Corporation provides investment management primarily to individual clients across a range of wealth levels, offering services from comprehensive financial planning to limited-scope model portfolios. The firm manages approximately $1.01 billion in discretionary assets and employs a multi-branch, independent-contractor model that includes accountants and CPAs as investment advisory representatives.

Brenda Baier is a CFP® professional with 23 years of experience in the financial advisory industry. She is currently with Fiduciary Financial Advisors and previously worked at Shoreline Asset Management, LLC for eight years. Fiduciary Financial Advisors offers discretionary investment management, financial planning, and retirement services to individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and a variety of analytical approaches, and it provides unique trustee services and access to private alternative funds for qualified investors.

Keith Saunders is a ChFC® credentialed financial advisor with 17 years of industry experience. He is currently with Packerland Brokerage Services, Inc. and has held prior roles at firms including Allstate Insurance Company, Primerica Advisors, Guardian Life Insurance Company of America, and MassMutual. Outside of his advisory work, Saunders is involved in marketing employee benefits programs. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both discretionary and non-discretionary account management through various platforms, combining individualized planning with routine client reviews and due diligence on third-party managers.

Kristen Rueth Allen is a CFP® with 15 years of industry experience and has been with Valeo Financial Advisors, LLC since 2014. She holds Series 63 and Series 65 licenses and is based in Carmel, Indiana. 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, employs independent managers when suitable, and offers a lower-touch model portfolio option called Valeo Essentials.

Mark Hemmerly is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds a Series 66 designation and has 12 years of industry experience, all with LaSalle St. Securities. Outside of advising, he serves as a branch office administrator and is involved in fixed insurance activities. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, emphasizing a predominantly non-discretionary asset mix uncommon among large advisory firms.