Scott Breske is a financial advisor at Goelzer Investment Management with four years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining Goelzer in 2021, he worked at One America and Oxford Financial Group. Goelzer Investment Management serves private and institutional clients with investment advisory, asset management, consulting, and financial planning services. The firm operates through three specialized teams and offers tailored solutions including a Private Office for complex estates and a program for professional athletes.

Zachary Meyer is a CFP® professional with six years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2018. He is based in Carmel, Indiana. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients, employing a strategic asset-allocation approach with tactical adjustments and incorporating third-party research. The firm manages over $10 billion in assets and offers specialized services including a subsidiary focused on due diligence for private fund sponsors and pro-bono planning for non-profits.

Kevin Coquillette is a financial advisor with Oxford Financial Group, LTD, holding Series 65 and Series 63 designations and 11 years of industry experience. He previously worked at Goldman Sachs & Co. for eight years before joining Oxford Financial Group in 2023. Oxford Financial Group 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, fiduciary trust administration, and access to private market investments through a diversified asset allocation approach that includes both discretionary and non-discretionary portfolio management.

Brian Brunner is a CFP® professional with 22 years of industry experience. He has worked at Waverly Advisors, LLC since 2024 and previously spent 23 years at CenterPoint Wealth Management, LLC. 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-market allocations, serving a diverse client base including non-HNW and high-net-worth individuals.

Matthew Nall is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with LaSalle St. Investment Advisors since 2011 and with LaSalle St. Securities since 2005. Outside of his advisory role, he is involved with Dymond Point Financial L.L.C., which operates a branch office and business checking account under a lease agreement. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and a range of portfolio management services. The firm offers both discretionary and non-discretionary asset management, employing multiple investment strategies across various asset classes, and is notable for its predominance of non-discretionary assets and use of fee-sharing and co-advisor arrangements.

Christopher Gaddis is a financial advisor at Sapient Capital LLC with 27 years of industry experience. He previously worked at Stifel Nicolaus & Co., Inc. for 18 years before joining Sapient Capital in 2023. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he serves on the Parent Board of the Carmel High School Cross Country team. 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 process combining fundamental and technical analysis across diversified portfolios and acts as an adviser and sponsor to private funds as well as a sub-advisor to registered ETFs.

Ashlee Walton is a CFP® professional at Oxford Financial Group, LTD with eight years of industry experience. Her prior roles include positions at Buckingham & Company and Goldstone Financial Group, LLC. She is also a licensed insurance agent offering life and fixed annuity sales. Oxford Financial Group, LTD serves ultra high-net-worth individuals, families, institutional clients, and closely held business owners with family office and CIO services, comprehensive planning, and access to private market investments. The firm emphasizes diversified asset allocation and operates dedicated investment teams to source and monitor managers.

Trey Nobbe is a CFP® professional at Valeo Financial Advisors, LLC with four years of industry experience. His prior work includes roles at the University of Indianapolis and Belden 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 offers both personalized and scaled services, including pro-bono planning for non-profits.

Edward Gill III is a financial advisor with Invst, LLC, holding a Series 66 credential and bringing 10 years of industry experience. Prior to joining Invst in 2024, he worked at Northwestern Mutual Wealth Management Company, Mark Wise, and Wells Fargo Advisors. Outside of finance, he owns and manages All Out Training, a basketball skill development business, and serves as a basketball analyst for Fox Sports. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs fundamental, technical, and cyclical analysis to build diversified portfolios and serves over 2,000 clients with more than $1.5 billion in assets under management.

Johnny Jager is a CFP® with two years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. His prior work includes roles at OneAmerica Securities, American United Life, and Bill C. Brown Associates, as well as positions at Indiana University. 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, utilizes third-party research, and offers specialized services including pro-bono planning and due diligence through its subsidiary TwoPointO.

Kip Robbins is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Goelzer Investment Management. His prior roles include positions at the National Bank of Indianapolis, Retirement Plan Advisors, LLC, and BMO Harris Bank. Goelzer Investment Management serves private and institutional clients, including high-net-worth families, foundations, and governmental entities, offering investment advisory, asset management, consulting, and financial planning. The firm operates through three specialized teams that use proprietary research and customized portfolio construction to pursue long-term total-return objectives aligned with client risk tolerances.

Justin Padgett is a CFP® professional with 20 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2007. He is a partial owner of VFASprinter, LLC, a business unrelated to his advisory activities. Valeo Financial Advisors provides financial planning and investment management services to individuals, families, and institutional clients. The firm employs a strategic asset-allocation approach with tactical adjustments and offers a range of services including pro-bono planning and due diligence support through its subsidiary, managing approximately $10.64 billion in client assets.

Kelly Tully is a Series 65-licensed advisor at Gibbs Wealth Management, LLC with experience working at Knepp Financial Group since 2019 and as a self-employed professional since 2013. Outside of financial advising, Tully is the president of Filiorum Publishing, a book publishing company specializing in children's literature and freelance writing. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing third-party platforms and a mix of analytical approaches to guide allocations while emphasizing risk management and tax-efficient solutions.

Terry Leffew is a financial advisor at Sapient Capital LLC in Indianapolis, IN, with 33 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Stifel Nicolaus & Co. Inc. for 11 years. Outside of his advisory role, he consults for American Suburban Utilities, a wastewater utility company. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, and pooled investment vehicles. The firm employs a long-term investment process combining fundamental and technical analysis to build diversified portfolios and acts as a fiduciary under ERISA/IRC standards.

William Gonzales is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Foundations Investment Advisors in multiple periods since 2018, as well as at Gradient Advisors and Regal Investment Advisors. Outside of his advisory work, he owns and operates Absolute Wealth Management, LLC, where he provides financial and insurance services. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,600 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies, employing a range of investment products and model-driven strategies.

Bradley Clark is a financial advisor at CoreCap Advisors in Indianapolis, holding a Series 65 credential with nine years of industry experience. He has worked at CoreCap Advisors since 2016 and also serves as president of Solomon Financial, an independent advisory firm focused on insurance and annuity sales. Clark is a member of BNI, participating primarily for networking purposes. CoreCap Advisors serves individual clients, including high-net-worth and accredited investors, along with institutional clients such as pension plans and trusts. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with a relationship-oriented, long-term investment approach that includes mutual funds, ETFs, equities, bonds, and selective use of options or short sales.

Blake Montgomery is a CFP® professional with three years of industry experience, currently advising clients at Valeo Financial Advisors, LLC. Prior to joining Valeo in 2024, he worked at Northwestern Mutual Wealth Management Company and its affiliated entities from 2021 to 2024. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients with comprehensive financial planning and portfolio management, managing approximately $13 billion in client assets. The firm emphasizes strategic asset allocation, uses independent managers when appropriate, and offers a lower-touch model portfolio option for clients seeking simplified services.

Julie Wrin is a financial advisor with Ausdal Financial Partners, Inc. in Indianapolis, IN. She holds a Series 66 designation and has 15 years of industry experience, including previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. She has been with Ausdal Financial Partners since 2017. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a range of clients, including individuals, trusts, corporations, pension plans, and charitable organizations.

Kenneth Miedema is a financial advisor with Maia Wealth in Indianapolis, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Prior to joining Maia Wealth in 2024, he worked for JPMorgan Securities LLC for ten years. He is also an insurance agent specializing in life and health products, spending approximately 15 hours per month in this capacity. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, utilizing both discretionary and non-discretionary portfolio management. The firm employs a long-term investment approach with regular portfolio reviews and coordinates with third-party tax and estate specialists to support comprehensive client planning.

James Brashaber is a CFP® professional with seven years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2016. He is based in Carmel, IN. Valeo Financial Advisors is a registered investment adviser managing approximately $13 billion in assets for individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm utilizes a strategic asset allocation approach combined with tactical adjustments, independent managers, and ongoing portfolio monitoring.