Paul Murans is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, with 27 years of industry experience. He holds Series 63 and 66 licenses and has worked at firms including Merrill and UBS Financial Services before joining Thurston Springer Financial in 2017. Outside of his advisory role, he is a passive investor in horse racing ventures. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing a range of investment strategies that include buy-and-hold and active momentum models.

Michael Myers is a financial advisor with Secure Asset Management, LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses and 28 years of industry experience. His career includes roles at Merrill Lynch, Pierce, Fenner & Smith Inc., Bank of America, N.A., and Sanctuary Advisors, LLC. Secure Asset Management, LLC provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm uses a mix of fundamental, technical, and cyclical analysis across various asset classes and emphasizes individualized investment policy implementation and equitable allocation among client accounts.

Larry Dykes is a financial advisor at Advisor Share Wealth Management, LLC with 21 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior roles include four years at Sequent Planning, LLC and ongoing involvement with HR Cloud LLC DBA Skyview Partners since 2013, alongside a long tenure at General American Life Insurance Company beginning in 1988. 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, and a web-based asset management platform, implementing client strategies using third-party sub-advisers and model portfolios on a discretionary or non-discretionary basis.

Philip Lavelle Jr. is a CFP® with 30 years of industry experience, currently serving at Thurston Springer Advisors since 2013. His prior roles include positions at New England Securities, Natcity Investments, Inc., and Prudential Equity Group, LLC. He is treasurer and board member of the Leadership Academy of Madison County and vice president involved in strategic planning for the Anderson Symphony Orchestra. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, employing a range of investment strategies from buy-and-hold allocation to active models such as Tactical Momentum and Earnings Momentum.

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 in Indianapolis, IN, holding a Series 66 designation with 16 years of industry experience. He previously worked at Edward Jones for nine years before joining Thurston Springer Financial in 2018. Thurston Springer Advisors serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans, offering comprehensive financial planning, portfolio management, and fiduciary services through a range of discretionary and consulting programs. Their investment approach integrates multiple analysis methods and supports both buy-and-hold and more active strategies.

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.

Bradley Rozema is a financial advisor with Thurston Springer Advisors in Indianapolis, IN, holding a Series 63 designation and possessing 46 years of industry experience. He has worked at Thurston Springer Miller Herd & Titak, Inc. since 2014, following prior roles at Wells Fargo Clearing and Merrill. Thurston Springer Advisors serves individuals, high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing a blend of technical and fundamental investment analysis to support both buy-and-hold and active strategies.

Paige Sanfelippo is a CFP® professional at Valeo Financial Advisors, LLC with three years of industry experience. She has worked at Valeo since 2020 and previously held positions at UBS Financial Services and Allstar Dodge Jeep Ram. Outside of advising, her background includes roles in education and hospitality. 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 specialized services such as pro-bono planning and due diligence through its subsidiary TwoPointO.

Wendelin Padek is a financial advisor at HUB Investment Partners, LLC with 28 years of industry experience. She holds a Series 66 designation and previously worked at Millennium Advisory Services, Inc. and Ameriprise Financial Services, Inc. Padek serves as President-Elect of the Kiwanis Club of Downtown Indianapolis. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations, employing technical and cyclical analysis to align investments with client objectives.

Melissa Buchert is a CFP® professional with 11 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2012. She holds the Series 63 designation and is based in Carmel, IN. 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 various investment strategies, serving a broad client base including high-net-worth individuals and charitable organizations.

Adam Ward is a financial advisor at Oxford Financial Group, Ltd with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Huntington Investment Company, The Huntington National Bank, TIAA-CREF, and PNC Financial Services, Inc. Oxford Financial Group, Ltd 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 financial and estate planning, fiduciary trust administration, and access to private market investments through a diversified, team-based investment approach.

Brett Mckamey is a CFA® charterholder with 27 years of industry experience, currently serving at Goelzer Investment Management since 1997. He holds Series 63 registration and is based in Carmel, IN. Outside of his advisory role, he is a director of the Booth Tarkenton Civic Theatre and Indiana Landmarks, and a life trustee of the Nature Conservancy. Goelzer Investment Management provides investment advisory, asset management, and consulting services to a diverse client base including individuals, high-net-worth families, institutions, and nonprofit organizations. The firm combines proprietary research and customized portfolio construction across specialized teams to manage long-term total-return objectives aligned with client risk tolerances.

Madeline Armstrong is a CFP® and holds a Series 66 license with four years of industry experience. She has worked at Elevation Point Wealth Partners, LLC since 2026 and previously held positions at Bank of America and Merrill from 2022 to 2026. Armstrong has also passed the Indiana Real Estate Broker Licensing exam but does not currently hold an active license. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves a range of clients including high-net-worth individuals, retirement plans, and business entities, utilizing model portfolios with tactical asset allocation and integrating insurance distribution and annuity servicing into its advisory services.

Audra Ames is a CFP® professional with six years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2018 in Carmel, Indiana. Prior to joining Valeo, she was a student for ten years. 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 employs a strategic asset allocation approach with tactical adjustments and utilizes independent managers as appropriate, supported by third-party research and account aggregation tools.

Lauren Brown is a Certified Financial Planner® with 11 years of industry experience. She has worked at Valeo Financial Advisors, LLC since 2014 and has also been associated with UBS Financial Services Inc. since 2013. 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 access to unaffiliated independent managers and alternative strategies. The firm manages over $10 billion in assets and operates specialized subsidiaries and programs to support private fund due diligence and charitable initiatives.

Evan La Brecque is a CFP® professional at Valeo Financial Advisors, LLC with one year of industry experience. His background includes roles at Olivet Nazarene University and Ameriprise Financial, LLC. 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 portfolios to pro-bono planning for nonprofits.

William Pendleton is a financial advisor with The AmeriFlex Group in Carmel, IN, holding Series 63 and Series 65 credentials and over 33 years of industry experience. His prior roles include positions at The O.N. Equity Sales Company, Parkland Securities, and Ohio National Financial Services. He is involved in an outside financial services business that offers fixed life, annuities, disability income, long-term care, and health insurance. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a large network of advisory affiliates. The firm provides portfolio management, financial planning, third-party manager selection, and retirement plan consulting, delivering customized strategies through various model allocations and manager relationships.