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.

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.

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.

Bradley Rozema is a financial advisor at Thurston Springer Advisors with 46 years of industry experience. He has been with the firm, formerly Thurston Springer Miller Herd & Titak, Inc., since 2014. Rozema holds a Series 63 designation. Thurston Springer Advisors serves a diverse client base including individuals, corporations, retirement plans, foundations, endowments, estates, and trusts. The firm offers a range of financial planning and portfolio management services through discretionary and non-discretionary programs, employing strategies that include buy-and-hold, asset allocation, and tactical approaches using both technical and fundamental analysis.

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.

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.

Madeline Armstrong is a CFP®-certified financial advisor with three years of industry experience, currently with Elevation Point Wealth Partners, LLC. She previously worked at Bank of America and Merrill for four years. Armstrong has passed the Indiana Real Estate Broker Licensing exam but does not hold an active license or engage in real estate activities. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities, utilizing model portfolios that incorporate tactical asset allocation and a blend of mutual funds, ETFs, liquid alternatives, and private-market opportunities.

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.