Joshua Peters is a financial advisor at Invst, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Boston Mountain Money Management, Cephas Fiduciary Investments, and Cloud Capital LLC. Invst, LLC provides financial planning, consulting, investment management, and retirement plan consulting services to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets through a team of 33 advisors, utilizing fundamental, technical, and cyclical analysis to construct diversified portfolios and employing model portfolios and third-party strategists where appropriate.

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 in Indianapolis, IN, holding a Series 65 designation with three years of industry experience. Prior to joining Sapient Capital in 2023, he worked at Stifel, Nicolaus & Company, Incorporated from 2021 to 2023 and was affiliated with Central Michigan University from 2016 to 2021. 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 approach that combines fundamental and technical analysis to create 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.

Paul Murans is a financial advisor at Thurston Springer Advisors with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Thurston Springer Financial since 2017, following six years at UBS Financial Services Inc. Outside of his advisory work, he is a passive investor in a horse racing venture, Merlot Racing, LLC. Thurston Springer Advisors serves individuals, corporations, retirement plans, foundations, endowments, estates, and trusts, offering financial planning, portfolio management, and fiduciary services. The firm employs a variety of investment strategies tailored to client goals, including discretionary and non-discretionary approaches, and operates in coordination with affiliated broker-dealer and insurance entities.

Larry Dykes is a financial advisor at Advisor Share Wealth Management, LLC with 21 years of industry experience. He holds the ChFC® and Series 63 designations. His prior work includes roles at Sequent Planning, LLC and HR Cloud LLC DBA Skyview Partners, as well as General American Life Insurance Company. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, a web-based asset management platform, and access to alternative and private investments through third-party sub-advisers and model portfolios.

Philip Lavelle Jr. is a CFP® professional with 30 years of industry experience, currently serving with Thurston Springer Advisors in Indianapolis, IN since 2013. He holds Series 63 and Series 65 licenses and has prior experience within Thurston Springer Miller A Hed & Titak. Outside of his advisory role, Lavelle serves as Treasurer on the board of the Leadership Academy of Madison County and as Vice President focused on strategic planning for the Anderson Symphony Orchestra, both volunteer positions. Thurston Springer Advisors serves individuals, corporations, retirement plans, foundations, endowments, estates, and trusts, offering a range of financial planning and portfolio management services. The firm employs discretionary and non-discretionary strategies, including tactical momentum approaches, and provides fiduciary services under ERISA, operating with a multi-team structure that integrates advisory, brokerage, and insurance capabilities.

Sarah Cazares is a CFP® professional currently with Valeo Financial Advisors, LLC and has been in the industry since 2026. She previously worked at Oxford Financial Group, LTD from 2015 to 2026. Valeo Financial Advisors is a registered investment adviser managing approximately $12.96 billion in assets for individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes strategic asset allocation with tactical adjustments and utilizes independent managers alongside ongoing portfolio monitoring.

Brian Pyne is a CFP® and CFA® charterholder with 24 years of industry experience. He has worked at Goelzer Investment Management since 2012 and previously held roles at J.P. Morgan Securities and Banc One Securities Corporation. Pyne is based in Carmel, IN. Goelzer Investment Management serves private and institutional clients, providing investment advisory, asset management, consulting, and financial planning services. The firm operates through three teams that utilize proprietary research and customized portfolio construction to align with client risk tolerances and offers specialized programs for complex estates and professional athletes.

Caleb Hussain is a financial advisor at Goelzer Investment Management with a Series 65 credential and one year of industry experience. Prior to joining Goelzer, he worked at Winthrop Capital Management, Valeo Financial Advisors, and Northwestern Mutual. Goelzer Investment Management serves private and institutional clients, including high-net-worth families, foundations, pension plans, and nonprofit organizations. The firm offers investment advisory, asset management, consulting, and financial planning services through three specialized teams that utilize proprietary research and customized portfolio construction to meet long-term return objectives aligned with client risk tolerances.

Christopher Esser is a financial advisor at Thurston Springer Advisors with 16 years of industry experience. He holds a Series 66 designation and has worked at Thurston Springer Financial since 2018 and Edward Jones since 2009. Thurston Springer Advisors serves individuals, corporations, retirement plans, foundations, endowments, estates, and trusts with a range of financial planning, portfolio management, and fiduciary services. The firm offers tailored advisory services through both discretionary and non-discretionary programs, employing investment approaches that include buy-and-hold, asset allocation, and more active strategies based on technical and fundamental analysis.

Corey Bates is a financial advisor at CoreCap Advisors with a Series 65 credential and one year of industry experience. Prior to joining CoreCap Advisors and Solomon Financial in 2025, he worked at Salesforce and Hopebridge. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon and uses a range of investment vehicles including mutual funds, ETFs, individual equities, and fixed income.