Jenna Spurrier is a financial advisor at Thurston Springer Advisors with 25 years of industry experience. She holds the Series 66 credential and has been with Thurston Springer Miller Herd & Titak, Inc. since 2016. Outside of her advisory role, she is self-employed providing Spanish translation services and serves as a board member for the nonprofit Impact 100 Greater Indianapolis. Thurston Springer Advisors serves a diverse client base including individuals, corporations, retirement plans, and trusts. The firm offers comprehensive financial planning and fiduciary services, employing a range of investment strategies from buy-and-hold to active Tactical Momentum approaches.

Jacob Zeiher is a CFP® with six years of industry experience currently advising clients at Valeo Financial Advisors, LLC. His prior roles include positions at First Allied Securities, Inc., Cardinal Health, Inc., and Boenning & Scattergood, Inc. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients with comprehensive financial planning and portfolio management. The firm emphasizes strategic asset allocation with tactical adjustments, uses unaffiliated independent managers when appropriate, and employs third-party research and AI-reviewed processes.

Harrison Powell is a CFP® and holds a Series 65 license with seven years of industry experience. He has been with United Capital Financial Advisors since 2018, following roles at Budget Inks and East of Chicago Pizza Co. Powell is based in Indianapolis, IN. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual, high-net-worth, retirement plan, and institutional clients. The firm offers customized investment solutions through United Capital-managed strategies, third-party managers, and separately managed accounts, supported by an extensive affiliate network and a technology platform that serves other independent advisors.

Katherine Harper is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, with 13 years of industry experience. She holds a Series 66 designation and previously worked at Innovative Portfolios, LLC, Sheaff Brock Investment Advisors, LLC, and Salzinger Sheaff Brock, LLC. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management through various model strategies, uses third-party sub-advisers when appropriate, and supports both discretionary and non-discretionary engagements.

Zachary O'Connor is a CFP® professional with two years of industry experience, currently serving at Valeo Financial Advisors, LLC. Prior to joining Valeo, he worked at CSI Advisory Services, LLC and has experience outside finance including roles at Butler University and Columbus High School. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients, managing approximately $12.96 billion in assets. The firm employs a strategic asset allocation approach with tactical adjustments and uses independent managers and third-party research to support portfolio management.

Andrew Blackwell is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with International Assets Investment Management and its affiliate since 2019, with prior roles at Sanctuary Advisors, LLC and David A Noyes and Company. Outside of his advisory work, he co-owns BLACORUSA, LLC, a private label entity involved in marketing and advertising. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and business entities through a national network of independent adviser representatives. The firm offers customized portfolio management using a range of investment vehicles and may utilize third-party managers and wrap programs to support client objectives.

Richard Hall is a CFP® with 13 years of industry experience, currently serving at Oxford Financial Group, Ltd where he has worked since 2014. He holds the Series 63 designation and is based in Carmel, Indiana. 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, multi-asset investment approach.

Scott Ryan is a CFA® charterholder with Series 63 and Series 66 licenses and has over 12 years of experience in finance. He has worked at Oxford Financial Group, Ltd. since 2026 and previously spent 11 years with the Indiana University Foundation. 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 chief investment officer services, comprehensive financial and estate 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.

Robert Twitchell is a CFA® charterholder with 22 years of industry experience. He has been with Oxford Financial Group, Ltd. since 2009. Oxford Financial Group serves ultra high-net-worth individuals and families, as well as institutional clients, offering family office and CIO services, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative asset classes and manages both discretionary and non-discretionary assets through an integrated operating model with affiliated entities.

Emeliano Ameye is a CFP® with six years of industry experience and is currently an advisor at Valeo Financial Advisors, LLC, where he has worked since 2022. Prior to joining Valeo, he spent time at Baron Wealth Management, LLC, and has held roles outside finance, including at Mills Siding & Roofing and Student Painters. 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 emphasizes strategic asset allocation with tactical adjustments and uses independent managers and third-party research in its portfolio management approach.

Robert Edwards is a CFA® charterholder and holds a Series 65 license, with 22 years of experience in the financial industry. He has been with Valeo Financial Advisors, LLC since 2008. 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 incorporating third-party research and alternative strategies where appropriate. The firm also offers scaled services and pro-bono planning to non-profits.

Terilyn Schwartz is a financial advisor at Oxford Financial Group, Ltd with 12 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Oxford Financial Group in 2022, she worked at Northwestern Mutual Investment Management and affiliated entities from 2014 to 2022. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held business owners, providing family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments. The firm employs a diversified asset allocation approach across public and alternative asset classes and manages both discretionary and non-discretionary capital, with a distinctive integrated model that includes in-house direct investment capabilities.

Laura Clark is a CFA® charterholder with 14 years of industry experience. She has been with Oxford Financial Group, Ltd. since 2011. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held business owners, providing family office and CIO services, financial and estate planning, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative assets, utilizing dedicated investment teams and offers both discretionary and non-discretionary investment arrangements.

Sarah Arthur is a CFP®-certified financial advisor with 12 years of industry experience. She has worked at Valeo Financial Advisors, LLC since 2021 and previously held roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Edward Moyzes, and Ameriprise Financial Services Inc. 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 a range of investment strategies, including third-party research and alternative approaches, while offering scaled services and pro-bono planning to non-profits.

Jennifer Hammel is a financial advisor at Oxford Financial Group, Ltd in Carmel, IN, holding a Series 65 credential with four years of industry experience. She has worked at Oxford Financial Group since 2021 and previously spent nine years at Beacon Credit Union. 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 chief investment officer services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments and manager-of-managers solutions.

Jordan Lauber is a financial advisor at Savvy with eight years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Savvy, he worked at Lauber Financial, Lincoln Financial Advisors, Union Financial, Centennial Group, Princor Financial Services Corporation, and Principal Life Insurance Company. Lauber is also the owner and agent of Lauber Financial, where he offers traditional life insurance. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, option overlays, and ESG-focused models.

Jeffrey Fratarcangeli is a financial advisor with Thurston Springer Advisors in Indianapolis, IN, holding Series 63, Series 65, and Series 66 licenses and bringing 30 years of industry experience. He previously worked at Wells Fargo Advisors for nine years before joining Thurston Springer Financial in 2023. Outside of his advisory role, he serves as treasurer for the Broward Health Foundation and is a board member of the Overtown Youth Center and several other nonprofit organizations. Thurston Springer Advisors provides financial planning, portfolio management, and fiduciary services to individuals, corporations, retirement plans, foundations, and trusts. The firm offers tailored advisory solutions through both discretionary and non-discretionary programs, employing diverse investment strategies including buy-and-hold and active tactical approaches.

Matthew Presley is a CFP® professional with 10 years of experience in financial advising. He has been with Valeo Financial Advisors, LLC since 2013. 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 services including model portfolios and pro-bono planning for nonprofits.

Ryan Price is a CFP® professional with six years of experience at Valeo Financial Advisors, LLC, following a brief tenure at WestPoint Financial Group. He is based in Carmel, IN. Prior to his advisory career, he was a full-time student for eight years. 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 uses third-party research and independent managers, serving a diverse client base that includes high-net-worth individuals and charitable organizations.

James Hughes is a CFP® with 21 years of experience in the financial industry. He has been with Valeo Financial Advisors, LLC since 2014. Located in Carmel, IN, Hughes holds Series 63 and Series 65 registrations. 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 portfolio management to pro-bono planning for nonprofits.