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 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.

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 with over 12 years in the financial industry, currently serving at Valeo Financial Advisors, LLC. She previously worked at Oxford Financial Group, LTD for 11 years before joining Valeo in 2026. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving more than 3,000 clients. The firm offers comprehensive financial planning and portfolio management to both retail and institutional clients, employing a strategic asset allocation approach supported by third-party research and independent managers.

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 in Carmel, IN, holding a Series 65 designation with one year of industry experience. Prior to joining CoreCap and Solomon Financial in 2025, he worked at Salesforce and Hopebridge. CoreCap Advisors serves individual investors, including high-net-worth and accredited clients, as well as self-directed retirement plans and institutional clients. The firm offers discretionary portfolio management, financial planning, and access to third-party sub-advisors, with a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, equities, and bonds.

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 with three years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. Her background includes roles at UBS Financial Services and a variety of other positions prior to entering the financial services industry. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving both retail and institutional clients. The firm offers comprehensive financial planning and portfolio management, using strategic asset allocation, third-party research, and independent managers, with specialized services including advisory support for private investment funds and pooled vehicles.

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 12 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2012. She is based in Carmel, IN, and holds a Series 63 license. 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, emphasizing strategic asset allocation, third-party research, independent managers, and specialized services such as advising private investment funds and pooled vehicles.

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 been with Elevation Point Wealth Partners, LLC since 2026 and previously worked at Bank of America and Merrill from 2022 to 2026. Armstrong passed the Indiana Real Estate Broker Licensing exam but currently holds the license in inactive status. Elevation Point Wealth Partners provides investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs a combination of strategic and tactical asset allocation across various investment vehicles and offers specialized models and technology-enabled services, including alternatives and co-advisory programs.

Audra Ames is a CFP® professional with six years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2018. She previously spent ten years as a student before beginning her career in financial advising. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving both retail and institutional clients. The firm offers comprehensive financial planning and portfolio management, utilizing strategic asset allocation, third-party research, and independent managers, while also providing specialized services such as advising private investment funds and pro-bono planning for nonprofits.

Lauren Brown is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2014. She has prior experience with UBS Financial Services Inc., where she worked starting in 2013. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion across 108 advisors and over 3,000 clients. The firm offers comprehensive financial planning and individualized portfolio management to both retail and institutional clients, utilizing a strategic asset allocation process with tactical adjustments and reliance on third-party research and independent managers.

Evan La Brecque is a CFP® professional with one year of industry experience, currently serving at Valeo Financial Advisors, LLC. Prior to joining Valeo, he held roles at Ameriprise Financial, LLC and worked in educational institutions including Olivet Nazarene University and Genesee Christian School. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion, offering comprehensive financial planning and individualized portfolio management to retail, high-net-worth, and institutional clients. The firm employs strategic asset allocation with tactical adjustments and utilizes third-party research and independent managers, also providing portfolio management for private investment funds and pooled vehicles.

William Pendleton is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 licenses and possessing 34 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 also involved in a separate business offering financial services and insurance products. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm provides portfolio management, financial planning, and retirement plan consulting, delivering customized strategies through model asset allocations and manager relationships.