Jamie Vladuchick is a CFA® charterholder and Series 63 licensee with 11 years of industry experience. He has been with Valeo Financial Advisors, LLC since 2021 and previously worked at Windsor Wealth Management for eight years. Valeo Financial Advisors is a multi-team registered adviser managing approximately $13 billion and serving over 3,000 clients. The firm provides comprehensive financial planning and portfolio management for retail, high-net-worth, and institutional clients, employing a strategic asset allocation approach with tactical adjustments and third-party research.

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 designations and has worked at firms including Noyes Advisors LLC, David A. Noyes & Company, and Morgan Stanley. Damer serves as a board member of the Carmel Clay Historical Society, a nonprofit organization. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning, portfolio management, and fiduciary services, employing both buy-and-hold and active investment strategies tailored to client goals.

Matthew Keller is a CFP® professional at Valeo Financial Advisors, LLC with four years of industry experience. Prior to joining Valeo in 2022, he worked at Ernst & Young LLP from 2017 to 2022. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion for retail and institutional clients. The firm offers comprehensive financial planning and portfolio management, emphasizing strategic asset allocation, third-party research, and independent managers, while providing specialized services such as advising private investment funds and pro-bono planning for nonprofit clients.

Jordan Kanter is a financial advisor at Apollon Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Charles Schwab & Co., Inc. Outside of advisory work, Kanter is employed with ELKO Inc., a kitchen and bath fabrication company, where he provides technical support and web design. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets through a network of around 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, retirement plans, pooled investment vehicles, and insurance clients, offering a range of financial planning and portfolio management services using a combination of centrally managed strategies and locally managed portfolios.

Logan Mears is a CFP® with five years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2023. His prior roles include positions at Cetera Advisors LLC, First Allied Securities, Northwestern Mutual, and Somerset CPAs and Advisors. In addition to his advisory work, he has been involved with Indiana University Purdue University of Indianapolis since 2018. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $12.96 billion and serving over 3,000 clients. The firm offers comprehensive financial planning and portfolio management for retail, high-net-worth, and institutional clients, utilizing a strategic asset allocation process supported by third-party research and independent managers.

Dale Self is a financial advisor at Maia Wealth with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities and Charles Schwab, among other firms. Outside of financial advising, he is the managing member of F1rst Wellness LLC, which plans to operate in the health and wellness sector. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, utilizing a blend of fundamental, technical, and cyclical analysis with a long-term strategy that allows for tactical adjustments. The firm integrates technology and third-party platforms to implement portfolios and offers specialized estate and tax coordination services.

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.

Charles Carter is a CFP® with 11 years of industry experience, currently serving as an advisor at Oxford Financial Group, Ltd. since 2018. He previously worked at Investacorp, Inc. and Highland Capital Brokerage. Oxford Financial Group serves ultra high-net-worth individuals, families, and institutional clients, providing family office, CIO, and fiduciary trust services, along with access to private market investments. The firm emphasizes diversified asset allocation across public and alternative asset classes and manages a substantial asset base with both discretionary and non-discretionary investment arrangements.

Henry Rosser is a CFP® professional with four years at Oxford Financial Group, Ltd. and two years of overall industry experience. His prior roles include work at Scannell Properties, Ryan, Moore, Cook, Triplett & Albertson, LLP, Dentons Bingham Greenebaum, Indiana University Robert H. McKinney School of Law, and First Merchants Bank. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals and 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 assets with dedicated investment teams.

Harley Shanklin is a financial advisor at Foundations Investment Advisors LLC with a Series 66 designation and 12 years of industry experience. He has worked at RDW Financial Group since 2014 and joined Foundations Investment Advisors in 2024. Outside of his advisory role, Shanklin serves as a medic and observer coach trainer in the U.S. Army Reserve and is the finance chair and treasurer for the nonprofit Folds of Honor Indiana. Foundations Investment Advisors provides financial planning and portfolio management to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach.

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® professional with Valeo Financial Advisors, LLC in Carmel, IN. He has been in the financial industry since 2023, including prior experience at Hurlow Wealth Management. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion across retail, high-net-worth, and institutional clients. The firm offers comprehensive financial planning and portfolio management with an investment approach that incorporates strategic asset allocation, third-party research, and independent managers, while also providing specialized services for private investment funds and pooled vehicles.

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.