Noah Heim is a CFP® professional with three years of industry experience, currently affiliated with Valeo Financial Advisors, LLC. His prior work includes roles at Concorde General Agency, Great American Insurance Group, Kimball Electronics, and Indiana State University. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients by managing approximately $13 billion in assets through financial planning and portfolio management. The firm emphasizes strategic asset allocation, employs independent managers when appropriate, and maintains ongoing portfolio monitoring.

Kyle Erb is a CFP® with 15 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2007. He holds the Series 63 designation and is based in Carmel, IN. 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. The firm manages over $10 billion in client assets and offers specialized services including a scaled "Essentials" portfolio option and pro-bono planning for non-profits.

Jeffrey Thomasson is a CFP® with 27 years of industry experience and has been with Oxford Financial Group, Ltd since 1984. He serves as Chairman of the Board of Managers for Baseline Fitness Holdings LLC and holds board positions with multiple nonprofit foundations, including the Cook Family Foundation and the Valiant Foundation. Oxford Financial Group, Ltd serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held businesses. The firm offers family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and private market investment access, with a focus on diversified asset allocation and extensive manager oversight.

Scott Carlson is a financial advisor at SPC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Parkland Securities since 2014 and SPC since 2012. Outside of his advisory role, he operates Scott Carlson Financial, providing financial services, and is involved in insurance sales including life, health, and long-term care insurance. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, typically delivering discretionary management with ongoing monitoring and rebalancing.

Ian Mc Gonigle is a financial advisor at Schwab Wealth Advisory, Inc. in Indianapolis, IN, holding a Series 66 designation with nine years of industry experience. He has worked at Schwab Wealth Advisory since 2020 and has prior experience at Charles Schwab & Co., Inc. and Morgan Stanley. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research to tailor recommendations based on clients’ goals and risk tolerance.

Colin Holmes is a CFP® with 12 years of experience in financial advising and is currently with Creative Planning. His prior experience includes roles at Four Quadrant Wealth Advisors, WestPoint Financial Group, and Mass Mutual. Outside of his advisory work, he serves as a general manager and assistant coach for a 17-year-old volleyball team, managing practice, tournaments, and club finances. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment approach featuring low-cost indexing and supplemental strategies, supported by a large advisory team and centralized investment infrastructure.

Andrew Verdeyen is a CFP® certificant with 12 years of experience in the financial advisory industry. He is currently with Cerity Partners LLC, where he has worked since 2023. Prior to that, he held roles at ARGI Investment Services, TD Ameritrade, and several other firms. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm’s approach combines customized wealth management and investment services with proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Ethan Woodruff is a Series 66-licensed financial advisor with Schwab Wealth Advisory in Indianapolis, IN, bringing six years of industry experience. He previously worked at Fidelity Investments and Fifth Third Bank, and has experience in the hospitality sector through ownership of the Holy Grail Bar. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning based on Schwab’s asset-allocation models and research tools, with recommendations tailored to client goals and risk tolerance.

Dan Malone is a financial advisor with Schwab Wealth Advisory, Inc. in Indianapolis, IN. He holds the Series 66 designation and has one year of industry experience. Prior to joining Schwab Wealth Advisory, he has worked in various roles including at Charles Schwab & Co., Inc., Charles Schwab Bank, and several financial and sales positions. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations primarily for clients in the Schwab Wealth Advisory program, using Charles Schwab’s proprietary asset allocation models and research tools to guide investment decisions.

Jacob Wash is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 63 and Series 66 designations and has four years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc. and PNC Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients. The firm offers guidance on asset allocation and investment selection using Schwab’s proprietary asset-allocation models and internal research tools, with recommendations tailored to client goals and risk tolerance.

Lindsey Weber is a CFP® and holds a Series 65 license, with 11 years of experience in the financial services industry. She has worked at Focus Partners Wealth, LLC since 2025 and previously held roles at The Colony Group, LLC and Buckingham Asset Management. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Fabian Knopfler is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked with Noyes Advisors LLC since 2015 and David A. Noyes & Company since 2011. Outside of his advisory role, Knopfler serves as a board member of the Indiana German Heritage organization and as an independent contractor head goalkeeper coach at Butler University. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and institutional investors. The firm offers various portfolio management solutions and operates through a network of over 400 independent investment adviser representatives using multiple analytical approaches and custody arrangements.

Trevyn Nafziger is a CFP® professional with four years of industry experience, currently serving at Schwab Wealth Advisory in Indianapolis, IN. His prior roles include positions at Charles Schwab and PayServ Staffing, as well as experience in education and retail sectors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and referred clients. The firm’s guidance is based on Schwab’s standard asset-allocation models and internal research, emphasizing personalized recommendations aligned with clients’ goals and risk tolerances.

Michael Longley is a Series 66-licensed financial advisor with Sanctuary Advisors, LLC in Indianapolis, IN, bringing 17 years of industry experience. He previously worked at Merrill and Credit Suisse Securities. Longley serves on the boards of Six Degrees Wealth and G Squared Private Wealth, both partner firms affiliated with Sanctuary Advisors, where his duties include voting on major financial decisions and acquisitions. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports independent advisers through a range of portfolio management options, fiduciary services, and a platform that includes various analytical approaches and affiliations with multiple asset management firms.

Lana Stanford is a financial advisor at Valic Financial Advisors with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Valic Financial Advisors since 2014. In addition to her advisory role, she is an agent for Agia, where she works with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Daniel Kurowski is a financial advisor with PNC Wealth Management in Carmel, Indiana. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 12 years with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment to guide investment strategy selection. The firm employs mutual funds and ETFs managed by PNC or third-party strategists, with portfolio implementation and proxy voting delegated to external providers.

David Gilreath is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. He has previously worked at firms including Salzinger Sheaff Brock, LLC, Innovative Portfolios LLC, Trust Advisors, LLC, and is also involved in Pickle Indy LLC, a recreation sports business. Allworth Financial serves a diverse client base ranging from individual investors to charitable organizations, offering financial planning, portfolio management, and retirement plan consulting. The firm employs both quantitative and qualitative analysis to create customized investment strategies and operates a variety of model and specialist portfolios.

Jennifer Lane is a financial advisor with Eagle Strategies (NY Life) based in Indianapolis, IN, holding a Series 66 designation and 12 years of industry experience. She has been with Eagle Strategies since 2018 and has prior experience at NYLIFE Securities LLC and New York Life Insurance Company dating back to 2008. Outside of her advisory work, she volunteers at Westfield Sheds, assisting customers with product information and purchase decisions. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services primarily through non-discretionary asset management and tailored recommendations aligned with client objectives and plan sponsor criteria.

Hayden Orr is a financial advisor at VALIC Financial Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at VALIC Financial Advisors since 2015. In addition to his advisory role, he is an agent for non-securities insurance products with Agia. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Andrew Collins is a CFP® with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC, The Leaders Group, Inc., and Capitas Financial, Inc. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and corporate and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.