Brian Brunner is a CFP® professional with 22 years of industry experience. He has worked at Waverly Advisors, LLC since 2024 and previously spent 23 years at CenterPoint Wealth Management, LLC. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, serving a diverse client base including non-HNW and high-net-worth individuals.

Matthew Nall is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked with LaSalle St. Investment Advisors since 2011 and has been associated with LaSalle St. Securities since 2005. Outside of his advisory role, he is involved with Dymond Point Financial L.L.C., managing an operating lease agreement and business banking activities. LaSalle St. Investment Advisors offers fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment programs, utilizing asset-allocation models and a range of investment vehicles, with a notable emphasis on non-discretionary asset management.

Christopher Gaddis is a financial advisor at Sapient Capital LLC with 27 years of industry experience. He previously worked at Stifel Nicolaus & Co., Inc. for 18 years before joining Sapient Capital in 2023. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he serves on the Parent Board of the Carmel High School Cross Country team. 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 process combining fundamental and technical analysis across diversified portfolios and acts as an adviser and sponsor to private funds as well as a sub-advisor to registered ETFs.

Ashlee Walton is a CFP® with eight years of industry experience, currently serving as a financial advisor at Oxford Financial Group, Ltd. Her prior experience includes roles at Goldstone Financial Group, ALPS Distributors, James Investment Research, and Buckingham & Company. She is also a licensed insurance agent offering life and fixed annuity sales. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, institutional clients, and business owners, providing family office and CIO services, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative assets, managing both discretionary and non-discretionary portfolios through specialized investment teams.

Trey Nobbe is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC in Carmel, IN. His prior work background includes roles at the University of Indianapolis and Belden Inc. Valeo Financial Advisors is a multi-team SEC-registered advisor managing approximately $13 billion across 108 advisors and over 3,000 clients. The firm offers comprehensive financial planning and customized portfolio management for retail, high-net-worth, and institutional clients, utilizing a strategic asset allocation approach supported by third-party research and independent managers.

Johnny Jager is a CFP® with two years of industry experience, currently with Valeo Financial Advisors, LLC. His prior roles include positions at OneAmerica Securities and American United Life. He has also been affiliated with Indiana University in multiple capacities. Valeo Financial Advisors is a multi-team SEC-registered advisory firm managing approximately $13 billion for retail, high-net-worth, and institutional clients. The firm offers comprehensive financial planning and customized portfolio management, employing a strategic asset allocation process informed by third-party research and independent managers.

Kip Robbins is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Goelzer Investment Management. His prior roles include positions at the National Bank of Indianapolis, Retirement Plan Advisors, LLC, and BMO Harris Bank. Goelzer Investment Management serves private and institutional clients, including high-net-worth families, foundations, and governmental entities, offering investment advisory, asset management, consulting, and financial planning. The firm operates through three specialized teams that use proprietary research and customized portfolio construction to pursue long-term total-return objectives aligned with client risk tolerances.

Justin Padgett is a CFP® with 20 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2007. Prior to Valeo, he worked at Avalon Wealth Advisory, Inc. for one year. 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 combined with third-party research, independent managers, and model portfolios.

Kelly Tully is a Series 65-licensed advisor at Gibbs Wealth Management, LLC with experience working at Knepp Financial Group since 2019 and as a self-employed professional since 2013. Outside of financial advising, Tully is the president of Filiorum Publishing, a book publishing company specializing in children's literature and freelance writing. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing third-party platforms and a mix of analytical approaches to guide allocations while emphasizing risk management and tax-efficient solutions.

Terry Leffew is a financial advisor with Sapient Capital LLC in Indianapolis, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. Prior to joining Sapient Capital in 2023, he worked at Stifel Nicolaus & Co. for 11 years. Outside of his advisory role, he provides consulting and business advice for a wastewater utility in West Lafayette, IN. Sapient Capital offers 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 combining fundamental and technical analysis to build diversified portfolios and acts as a fiduciary under ERISA/IRC standards.

Bradley Clark is a financial advisor at CoreCap Advisors in Indianapolis, holding a Series 65 license with 10 years of industry experience. He has worked with CoreCap Advisors since 2016 and also serves as President of Solomon Financial, an independent advisory firm focused on insurance and annuity sales. Clark is an active member of BNI for networking purposes. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as self-directed retirement plans and institutional clients. The firm provides discretionary investment management, financial planning, and access to third-party sub-advisors, with an investment approach that emphasizes long-term relationships and diversified portfolios.

Richard Stewart is a CFP® with 30 years of experience in the financial services industry. He is currently with Chelsea Advisory Services, Inc. and has previously worked at Regulus Financial Group, American Equity Investment Corporation, and HD Vest in various roles since 1997. Outside of his advisory work, he owns RB Stewart Financial, which provides tax preparation, accounting, and payroll services. Chelsea Advisory Services offers financial planning, investment advisory, and consulting services to individuals, including high-net-worth clients, as well as trusts and some corporate entities. The firm emphasizes a fundamental, long-term investment approach with diversified portfolios and typically manages accounts on a discretionary basis.

Blake Montgomery is a CFP® with four years of industry experience, currently serving with Valeo Financial Advisors, LLC. Prior to joining Valeo, he held roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion for over 3,000 clients, providing comprehensive financial planning and individualized portfolio management for retail and institutional clients. The firm emphasizes strategic asset allocation, third-party research, and independent managers, and offers specialized services including advisory support for private investment funds and pooled vehicles.

Julie Wrin is a financial advisor with Ausdal Financial Partners, Inc. in Indianapolis, IN, holding a Series 66 designation and bringing 16 years of industry experience. She has worked at Ausdal Financial Partners since 2017 and spent one year at Wells Fargo Clearing prior to that. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm offers a wide range of advisory services and employs customized investment strategies developed at the individual advisor level, using multiple custodians and incorporating third-party money managers and model portfolios.

Kenneth Miedema is a financial advisor at Maia Wealth with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Securities, Schwab Wealth Advisory, and Charles Schwab. He is also an insurance agent focusing on life and health products. Maia Wealth provides discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses. The firm employs a long-term investment strategy enhanced by fundamental, technical, and cyclical analysis, offering customized portfolios that utilize mutual funds, ETFs, and individual securities.

James Brashaber is a CFP® professional with seven years of industry experience. He has been with Valeo Financial Advisors, LLC since 2016. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $12.96 billion and serving both retail and institutional clients. The firm employs a strategic asset allocation approach with tactical adjustments, uses third-party research, and offers portfolio management including for private investment funds and pooled vehicles.

Garrett Chmiola is a CFP® certificant with seven years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2022. His prior roles include positions at RSM US Wealth Management LLC and several other firms dating back to 2017. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion and serving over 3,000 clients. The firm offers comprehensive financial planning and individualized portfolio management for retail and institutional clients, employing a strategic asset allocation approach supported by third-party research and independent managers.

Cheryl Schwartz is a financial advisor with Archer Investment Corporation, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has worked at Archer Investment Corporation since 2017 and previously spent 20 years at H.D. Vest Investment Securities, Inc. and 28 years at Hess Financial Services. Outside of her advisory role, she is involved in tax preparation and accounting through her management of HESS & SCHWARTZ, LLC. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm offers customized financial assessments and portfolio management using diversified allocations across various asset classes and maintains an extensive network of independent adviser representatives.

Jamie Ratner Rich is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with Sapient Capital LLC and has previously worked at Stifel Nicolaus & Co., Inc., and J.P. Morgan, including J.P. Morgan Securities and J.P. Morgan Chase Bank. Outside of his advisory role, he serves on several nonprofit boards in Indianapolis, including as President of the Board for the Indianapolis Jewish Community Relations Council and Treasurer of the John Boner Neighborhood Centers. Sapient Capital LLC offers 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 utilizes a primarily long-term investment process that combines fundamental and technical analysis to construct diversified portfolios, and it acts as a fiduciary for retirement accounts under ERISA/IRC standards.

Charlotte Lippert is a CFA® charterholder with 21 years of industry experience. She currently serves as an advisor at Valeo Financial Advisors, LLC, where she has worked since 2017. Her prior roles include positions at Charlotte Lippert Wealth Management, Bedel Financial Consulting Inc, and Signal Capital Management, Inc. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion across 108 advisors. The firm offers comprehensive financial planning and portfolio management to retail, high-net-worth, and institutional clients, employing a strategic asset allocation approach supplemented by third-party research and independent managers.