Michael Benefield is a financial advisor with Trustmont Advisory Group, Inc., holding a Series 66 designation and nine years of industry experience. He has been with Trustmont since 2019 and previously worked at Voya Financial Advisors. In addition to his advisory role, he is the owner of Benefield Law, a legal practice focused on patent law, estate planning, business law, and litigation, and serves on the board of the Indiana Gamma Gamma Chapter of Alpha Tau fraternity as well as the Clark-Pleasant Education Foundation. Trustmont Advisory Group advises a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a long-term investment outlook and utilizes various public research sources, offering discretionary portfolio management and access to brokerage and insurance products through advisers who often hold multiple professional credentials or operate other financial businesses.

Nathan Kilpatrick is a CFP® professional with six years of experience at Valeo Financial Advisors, LLC. He has held prior roles at Indy Premier Soccer Club, Southern New Hampshire University, and American College of Spain. 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, applying strategic asset allocation with tactical adjustments, third-party research, and the use of independent managers and model portfolios.

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 with one year of industry experience. He holds a Series 65 designation and previously worked at Stifel, Nicolaus & Company, Incorporated. He also has a background in education from Central Michigan University. 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 approach combining fundamental and technical analysis to construct 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® professional with 15 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2014. She previously worked at Principal Financial Services and Securian Financial Services, Inc. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion with 108 advisors. The firm offers comprehensive financial planning and portfolio management to retail and institutional clients, employing a strategic asset allocation process supported by third-party research and independent managers.

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.

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.

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.