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.

Brett Mckamey is a CFA® charterholder with 27 years of industry experience, currently serving at Goelzer Investment Management since 1997. He holds Series 63 registration and is based in Carmel, IN. Outside of his advisory role, he is a director of the Booth Tarkenton Civic Theatre and Indiana Landmarks, and a life trustee of the Nature Conservancy. Goelzer Investment Management provides investment advisory, asset management, and consulting services to a diverse client base including individuals, high-net-worth families, institutions, and nonprofit organizations. The firm combines proprietary research and customized portfolio construction across specialized teams to manage long-term total-return objectives aligned with client risk tolerances.

Madeline Armstrong is a CFP® and holds a Series 66 license with four years of industry experience. She has been with Elevation Point Wealth Partners, LLC since 2026 and previously worked at Bank of America and Merrill from 2022 to 2026. Armstrong passed the Indiana Real Estate Broker Licensing exam but currently holds the license in inactive status. Elevation Point Wealth Partners provides investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs a combination of strategic and tactical asset allocation across various investment vehicles and offers specialized models and technology-enabled services, including alternatives and co-advisory programs.

Audra Ames is a CFP® professional with six years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2018. She previously spent ten years as a student before beginning her career in financial advising. 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, utilizing strategic asset allocation, third-party research, and independent managers, while also providing specialized services such as advising private investment funds and pro-bono planning for nonprofits.

Lauren Brown is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2014. She has prior experience with UBS Financial Services Inc., where she worked starting in 2013. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion across 108 advisors and over 3,000 clients. The firm offers comprehensive financial planning and individualized portfolio management to both retail and institutional clients, utilizing a strategic asset allocation process with tactical adjustments and reliance on third-party research and independent managers.

Evan La Brecque is a CFP® professional with one year of industry experience, currently serving at Valeo Financial Advisors, LLC. Prior to joining Valeo, he held roles at Ameriprise Financial, LLC and worked in educational institutions including Olivet Nazarene University and Genesee Christian School. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion, offering comprehensive financial planning and individualized portfolio management to retail, high-net-worth, and institutional clients. The firm employs strategic asset allocation with tactical adjustments and utilizes third-party research and independent managers, also providing portfolio management for private investment funds and pooled vehicles.

William Pendleton is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. His prior roles include positions at The O.N. Equity Sales Company, Parkland Securities, and Ohio National Financial Services. He is also involved in a separate business offering financial services and insurance products. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm provides portfolio management, financial planning, and retirement plan consulting, delivering customized strategies through model asset allocations and manager relationships.

Philip Wallin is a CFP® professional with 13 years of industry experience. He has worked at Valeo Financial Advisors since 2019, following prior roles at W Financial, LLC, Verus Financial Partners, and Heritage Wealth Advisors. Wallin also serves as a Tax Associate at Atlas Financial, an independent CPA firm, where he assists with high net worth tax return review. 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 with tactical adjustments, uses third-party research and independent managers, and offers specialized services including advisory roles for private investment funds and portfolio management for pooled vehicles.

Greg Jordan is a CFP® professional with 14 years of industry experience. He has been with Valeo Financial Advisors, LLC since 2018 and previously worked at Charles Schwab and Charles Schwab Bank from 2011 to 2018. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion for over 3,000 clients. The firm provides comprehensive financial planning and individualized portfolio management for retail, high-net-worth, and institutional clients, utilizing a strategic asset allocation approach with tactical adjustments and independent manager selections.

Nicholas Estey is a CFP® professional with 10 years of experience in financial advising, currently with Goelzer Investment Management since 2023. His prior experience includes roles at Cetera Advisors LLC, First Allied Advisory Services, and Northwestern Mutual Investment Services. Outside of his advisory work, he serves as the head lacrosse coach at Brebeuf Jesuit Preparatory School and is a director of Circle City Lacrosse LLC. Goelzer Investment Management serves private and institutional clients with investment advisory, asset management, and financial planning services. The firm operates through specialized teams that offer customized portfolio construction and asset allocation, including services for professional athletes and governmental clients, supported by proprietary research and client-focused communication.

Aidan Molinaro is a financial advisor at Sapient Capital LLC with a Series 65 designation and two years of industry experience. Prior to joining Sapient Capital, he held positions at Ducharme McMillen & Associates and CNO Financial Group, and spent four years at Butler University. He also served five years with the Illinois Hockey Officials Association. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, 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 and IRC standards.

Andrew Parrish is a financial advisor at Ausdal Financial Partners, Inc. in Indianapolis, Indiana, holding a Series 66 license with 23 years of industry experience. He has been with Ausdal Financial Partners since 2012. Outside of his advisory work, Parrish creates outdoor recreation videos focused on backpacking, camping, and outdoor gear, which he shares on YouTube and Rumble. He also serves as treasurer for the Delta Tau Delta Housing Corporation and chairs the board of directors for the Beta Alpha Shelter of Delta Tau Delta Fraternity. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary investment strategies across various asset classes.

Andrew Michael is a CFP® professional with four years of experience at Valeo Financial Advisors, LLC in Carmel, IN. His prior roles include positions at Butler University and various other organizations. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion, serving retail, high-net-worth, and institutional clients with comprehensive financial planning and portfolio management. The firm employs a strategic asset allocation approach supported by third-party research and uses independent managers and model portfolios, while also offering specialized services such as advising private investment funds and managing pooled vehicles.

Jacquelyn Nolan is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Oxford Financial Group, Ltd. She previously worked at PNC Financial Services for five years. 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 chief investment officer services, fiduciary trust administration, and access to private market investments, emphasizing diversified asset allocation across public and alternative asset classes.

John Brown is a CFA® charterholder and holds the Series 66 designation. He has six years of experience in the financial industry, including roles at Valeo Financial Advisors, LLC since 2022 and Wells Fargo Advisors from 2018 to 2022. Prior to his advisory career, he worked at Indiana University for four years. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion and serving retail, high-net-worth, and institutional clients. The firm offers comprehensive financial planning and portfolio management with an investment approach that combines strategic asset allocation, tactical adjustments, third-party research, and use of independent managers, along with selective alternative strategies such as covered calls.

Howard Young is a CFP® professional with over 31 years of industry experience. He has worked at firms including Heritage Wealth Consultants, SagePoint Financial, and Raymond James Financial Services. Young is currently with St. Bernard Financial Services, Inc. in Carmel, IN. St. Bernard Financial Services serves individuals, families, trusts, estates, and small businesses with portfolio management and investment implementation. The firm employs a long-term, conservative growth approach grounded in Modern Portfolio Theory and emphasizes collaboration with clients in portfolio design.

Jacob Smith is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. Prior to joining Valeo in 2018, he worked at the University of Alabama and taught at South Anchorage High School. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion for retail, high-net-worth, and institutional clients. The firm offers comprehensive financial planning and portfolio management, employing a strategic asset allocation approach with tactical adjustments and third-party research, while also providing services to private investment funds and pooled vehicles.

Dustin Brown is a Series 66-licensed financial advisor with nine years of experience, currently at Oxford Financial Group, Ltd. He previously worked at JP Morgan Private Bank and Equitable Advisors, and also spent time in the food service industry at Crust Pizzeria Napoletana. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, and institutional clients, offering family office services, fiduciary trust administration, and access to private market investments. The firm’s investment approach includes diversified asset allocation across public and alternative assets, with specialized teams sourcing and monitoring managers and managing both discretionary and non-discretionary client portfolios.

Joshua Frazier is a financial advisor at Valeo Financial Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC and Charles Schwab. Outside of his advisory work, he has been involved in real estate and property management for over 20 years. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion for retail, high-net-worth, and institutional clients. The firm employs a strategic asset allocation approach with tactical adjustments and uses third-party research and independent managers, while also advising private investment funds and providing portfolio management for pooled vehicles.