Andrew Douglas is a CFA® charterholder with 11 years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC in Indianapolis, where he has worked since 2022, following seven years at BKD Wealth Advisors, LLC. Outside of his advisory role, he serves as treasurer and investment committee member for the Indiana National Guard Relief Fund. Forvis Mazars Wealth Advisors provides financial planning, investment management, and consulting services to individuals, families, institutions, and nonprofit organizations. The firm’s investment approach involves customized asset allocation guided by client-specific Investment Policy Statements that integrate both active and passive strategies with an emphasis on diversification and cost control.

Nicholas Fohrer is a CFP® professional at Valeo Financial Advisors, LLC with 11 years of industry experience. He has been with Valeo Financial Advisors since 2012. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion across 108 advisors and over 3,000 clients. The firm offers comprehensive financial planning and portfolio management for retail, high-net-worth, and institutional clients, utilizing a strategic asset allocation approach with tactical adjustments and independent managers.

Ryan Miller is a CFP® professional with 14 years of industry experience. He has worked at Plancorp, LLC since 2025 and previously held roles at Dew Wealth Management, LLC, Elser Financial Planning, Inc, and an earlier iteration of Plancorp. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with services including wealth management, financial planning, pension consulting, and tax preparation. The firm’s investment approach is based on Modern Portfolio Theory and documented Investment Policy Statements, offering both discretionary and non-discretionary management across a diversified range of assets.

Karen Fritz is a financial advisor at CG Advisory Services with 21 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Geneos Wealth Management, Inc., and WFG Investments, Inc. Fritz has also been involved with CG Advisor Network and Capital Asset Advisory Services, LLC since 2006. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and businesses. The firm provides discretionary portfolio management, financial planning, retirement plan services, and consulting through proprietary model portfolios and customized investment strategies.

Joshua Helvie is a financial advisor with Vanderbilt Advisory Services in Zionsville, IN, holding Series 63 and Series 65 licenses and 28 years of industry experience. He previously worked at LPL Financial for 18 years before joining Vanderbilt in 2026. He also operates a business under the name Helvie Financial Group. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Connor Kucera is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Sapient Capital LLC since 2023. Prior to this, he spent seven years at Stifel Nicolaus & Company. Outside of his advisory role, Kucera is involved with Special Olympics Indiana as a member of the Young Professionals Board and serves on the finance committee of Second Helpings, a community kitchen in Indianapolis. Sapient Capital LLC 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 build diversified portfolios and acts as a fiduciary on retirement accounts under ERISA/IRC standards.

Daniel Houchens is a CFP®-certified financial advisor at Valeo Financial Advisors, LLC with 16 years of industry experience. He has worked at Valeo since 2012 and has prior experience at Bank of America, Merrill, and Morgan Stanley. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion for both retail and institutional clients. The firm offers comprehensive financial planning and portfolio management, employing strategic asset allocation, third-party research, and the use of independent managers and model portfolios.

Madison Theile is a CFP® professional at Valeo Financial Advisors, LLC with three years of industry experience. Prior to joining Valeo, Madison worked at Hurlow Wealth Management and has a background including four years at Butler University. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $12.96 billion with 108 advisors and over 3,000 clients. The firm provides comprehensive financial planning and portfolio management for retail, high-net-worth, and institutional clients, employing a strategic asset allocation approach supported by third-party research and independent managers.

Julia Weaver is a financial advisor with Oxford Financial Group, Ltd. She holds a Series 65 designation and has two years of industry experience. Her prior experience includes a one-year role at Regions Private Wealth Management and multiple years at Oxford Financial Group in different capacities. 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 offers family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments through a diversified asset allocation approach across public and alternative asset classes.

Sherri Wilson is a Series 65-licensed financial advisor with Goelzer Investment Management in Carmel, IN, where she has worked since 1995. She has 20 years of industry experience. Goelzer serves private and institutional clients with investment advisory, asset management, consulting, and financial planning services. Organized across three teams, the firm combines proprietary research and customized portfolio construction to meet client objectives, supporting a diverse client base that includes high-net-worth individuals, foundations, pension plans, and professional athletes.

Robert Willsey is a financial advisor at Archer Investment Corporation with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for nine years at Bison Creek Advisors, LLC. Outside of advisory work, he is involved in life and property and casualty insurance and also works as a seasonal tax preparer. Archer Investment Corporation serves individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary funds. The firm employs a disciplined investment process that includes comprehensive financial assessments and diversified portfolio construction, offering both discretionary and model-driven management approaches.

Benjamin Mossoney is a CFP® with five years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. His prior roles include positions at Charles Schwab Bank, TD Ameritrade, and Charles Schwab & Co., Inc. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving retail, high-net-worth, and institutional clients. The firm combines strategic asset allocation with tactical adjustments, uses third-party research and independent managers, and offers services including portfolio management for pooled investment vehicles and occasional pro-bono planning for nonprofits.

Andrew Birge is a financial advisor at Apollon Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Sage Advisors LLC, Goldman Sachs Personal Financial Management, and United Capital Financial Advisers, LLC. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser serving individuals, high-net-worth families, family offices, trusts, estates, businesses, and institutional clients. The firm combines centrally managed strategies with locally managed portfolios, using fundamental analysis, tactical allocations, ESG risk models, and technology tools including generative AI.

Kara Wright is a CFP® with nine years of industry experience, currently with Valeo Financial Advisors, LLC. She has held various roles within Valeo since 2018, with prior experience at Spectrum Management Group, Mark Wise, Northwestern Mutual Investment Services, and CliftonLarsonAllen. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving retail, high-net-worth, and institutional clients. The firm emphasizes strategic asset allocation, uses third-party research and independent managers, and provides specialized services including portfolio management for private investment funds and pooled vehicles.

Elaine Beaty is a financial advisor at Goelzer Investment Management with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Beaty has been with Goelzer Investment Management since 2019. Goelzer serves private and institutional clients, including high-net-worth families, foundations, pension plans, and nonprofit organizations, providing investment advisory, asset management, consulting, and financial planning services. The firm’s three-team structure integrates proprietary research and customized portfolio construction to pursue long-term total-return objectives aligned with client risk tolerances.

Thomas Knipp is a financial advisor with Sapient Capital LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at STIFEL and Charles Schwab, as well as experience outside finance with Indiana Primetime Sports. 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 process that blends fundamental and technical analysis to build diversified portfolios and acts as an adviser and sponsor to private funds and registered ETFs.

David Alexander is a CFP® and ChFC® with 11 years of industry experience. He has worked at Goelzer Investment Management since 2022 and previously spent 13 years at Wells Fargo Bank N.A. Located in Carmel, IN, he holds Series 63 and Series 66 licenses. Goelzer Investment Management serves private and institutional clients with investment advisory services, asset management, consulting, and financial planning. The firm operates through three teams that provide customized portfolio construction, proprietary research, and asset allocation analysis to meet diverse client needs.

Timothy Jansen is a financial advisor with Sapient Capital LLC in Indianapolis, IN, holding a Series 66 designation and eight years of industry experience. He worked at STIFEL for ten years prior to joining Sapient Capital in 2023. 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 process combining fundamental and technical analysis to build diversified portfolios and acts as a fiduciary when advising retirement accounts under ERISA/IRC standards.

Margaret Loudenburg is a financial advisor at First Heartland Consultants, Inc. with 10 years of industry experience. She holds the Series 66 designation and has worked at First Heartland Capital Inc since 2015 and Hanson & Snyder since 2012. First Heartland Consultants serves a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions through a network of independent adviser representatives.

Russell Delibero is a financial advisor at Oxford Financial Group, Ltd with 19 years of industry experience. He holds the CFP® and ChFC® designations and previously worked for Goldman Sachs Wealth Services/Mercer Allied for 11 years. In addition to his advisory role, he serves as a professor at The American College of Financial Services, lecturing in the graduate program. Oxford Financial Group serves ultra high-net-worth individuals and families, as well as 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, with an investment approach that emphasizes diversified asset allocation across public and alternative asset classes.