Christopher Siegl is a CFP® designated financial advisor at Valeo Financial Advisors, LLC with 18 years of industry experience. Prior to joining Valeo in 2022, he worked at Schwab Private Client Investment Advisory and Charles Schwab from 2017 to 2022, and at Scottrade from 2015 to 2017. Siegl serves as a neutral arbitrator for FINRA Dispute Resolution, a role he has held since 2016. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients, managing approximately $13 billion in assets. The firm employs a strategic asset allocation approach with tactical adjustments and uses independent managers alongside comprehensive financial planning and portfolio management.

Peter Uihlein is a CFP® professional with 15 years of experience in financial advisory roles. He currently works at Lifeworks Advisors, LLC and has previously been affiliated with firms including Vincere Wealth Management and Northwestern Mutual Investment Services. He serves on the board of St. Nicholas Early Learning, a nonprofit daycare organization in Indianapolis. Lifeworks Advisors serves individual and institutional clients with wealth management, financial planning, and retirement plan advisory services. The firm employs a planning-based and risk-based investment approach using diversified funds, third-party managers, and advanced analytical tools, and offers integrated tax and accounting capabilities uncommon among multi-team advisory firms.

Terry Brown is a financial advisor at Avantax Planning Partners, Inc. with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Charles Schwab & Co., Inc. and Thurston Springer. Outside of his advisory role, Terry owns and operates two sports card businesses and serves as a board member for his local homeowners association. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisors. The firm serves individuals, pension plans, charitable organizations, and businesses, managing approximately $7.57 billion in assets across about 164 advisors and 7,500 clients as of December 2025.

Patricia Parker is a CFP® at Accurate Wealth Management, LLC in Indianapolis, with 24 years of industry experience. She has been associated with Accurate Wealth Management since 2025 and concurrently operates Discovery Wealth Management and Patricia Heaton Parker, CFP, both since 2015. Outside of advising, she leads pro bono Divorce Survival Workshops to support women and conducts educational efforts around Advance Health Care Directives based on her background as a registered nurse. Accurate Wealth Management serves a diverse client base including individuals, pension plans, charities, and corporations, offering discretionary portfolio management, financial planning, and wrap-fee programs. The firm emphasizes value, safety, quality, and risk control in individualized asset allocations, managing most accounts on a discretionary basis while allowing client-imposed restrictions and using subadvisers when appropriate.

Troy Patton is a financial advisor with Archer Investment Corporation in Indianapolis, IN, holding a Series 63 designation and 24 years of industry experience. He has been with Archer Financial Advisors, Inc. since 2007. In addition to his advisory role, Patton is associated with a CPA firm, Patton & Associates. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm employs a diversified investment approach based on comprehensive financial assessments and offers both discretionary and model-driven portfolio management.

Carl Jackson is a CFA® charterholder with five years of industry experience. He has worked at Oxford Financial Group, Ltd. since 2021 and previously held roles at Training the Street, Indiana Public Retirement System, and Indiana University. Jackson serves on Limited Partner Advisory Committees for certain investment funds related to Oxford’s private funds, a role for which he receives no compensation. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, and institutional clients, offering 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 asset classes and manages approximately $23.3 billion, providing both discretionary and non-discretionary solutions through dedicated investment teams.

Easton Meyer is a CFP® affiliated with Valeo Financial Advisors, LLC and has two years of industry experience. He has been with Valeo since 2021 and previously worked at the University of Indianapolis. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients, managing approximately $13 billion in assets. The firm employs a strategic asset allocation approach with tactical adjustments, utilizes independent managers, and offers a simplified portfolio option called Valeo Essentials.

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 at Valeo Financial Advisors, LLC with three years of industry experience. He has been with Valeo since 2020 and previously worked with the Indy Premier Soccer Club and Southern New Hampshire University. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients, managing approximately $13 billion in assets. The firm employs strategic asset allocation with tactical adjustments, utilizes independent managers, and conducts ongoing portfolio monitoring supported by research from providers like Fidelity and Morningstar.

Joshua Peters is a financial advisor at Invst, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Boston Mountain Money Management, Cephas Fiduciary Investments, and Cloud Capital LLC. Invst, LLC provides financial planning, consulting, investment management, and retirement plan consulting services to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets through a team of 33 advisors, utilizing fundamental, technical, and cyclical analysis to construct diversified portfolios and employing model portfolios and third-party strategists where appropriate.

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 in Indianapolis, IN, holding a Series 65 designation with three years of industry experience. Prior to joining Sapient Capital in 2023, he worked at Stifel, Nicolaus & Company, Incorporated from 2021 to 2023 and was affiliated with Central Michigan University from 2016 to 2021. 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 approach that combines fundamental and technical analysis to create 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® with 15 years of industry experience and has been with Valeo Financial Advisors, LLC since 2014. She holds Series 63 and Series 65 licenses and is based in Carmel, Indiana. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients, managing approximately $13 billion in assets. The firm focuses on strategic asset allocation, employs independent managers when suitable, and offers a lower-touch model portfolio option called Valeo Essentials.

Mark Hemmerly is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Indianapolis, IN, with 12 years of industry experience. He holds the Series 66 designation and has worked at LaSalle St. Securities, LLC since 2014. Hemmerly also serves as a branch office administrator. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment management programs, emphasizing a predominance of non-discretionary assets.

Paul Murans is a financial advisor at Thurston Springer Advisors with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Thurston Springer Financial since 2017, following six years at UBS Financial Services Inc. Outside of his advisory work, he is a passive investor in a horse racing venture, Merlot Racing, LLC. Thurston Springer Advisors serves individuals, corporations, retirement plans, foundations, endowments, estates, and trusts, offering financial planning, portfolio management, and fiduciary services. The firm employs a variety of investment strategies tailored to client goals, including discretionary and non-discretionary approaches, and operates in coordination with affiliated broker-dealer and insurance entities.

Larry Dykes is a financial advisor at Advisor Share Wealth Management, LLC with 21 years of industry experience. He holds the ChFC® and Series 63 designations. His prior work includes roles at Sequent Planning, LLC and HR Cloud LLC DBA Skyview Partners, as well as General American Life Insurance Company. 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, a web-based asset management platform, and access to alternative and private investments through third-party sub-advisers and model portfolios.