Philip Lavelle Jr. is a CFP® professional with 30 years of industry experience, currently serving with Thurston Springer Advisors in Indianapolis, IN since 2013. He holds Series 63 and Series 65 licenses and has prior experience within Thurston Springer Miller A Hed & Titak. Outside of his advisory role, Lavelle serves as Treasurer on the board of the Leadership Academy of Madison County and as Vice President focused on strategic planning for the Anderson Symphony Orchestra, both volunteer positions. Thurston Springer Advisors serves individuals, corporations, retirement plans, foundations, endowments, estates, and trusts, offering a range of financial planning and portfolio management services. The firm employs discretionary and non-discretionary strategies, including tactical momentum approaches, and provides fiduciary services under ERISA, operating with a multi-team structure that integrates advisory, brokerage, and insurance capabilities.

Sarah Cazares is a CFP® professional currently with Valeo Financial Advisors, LLC and has been in the industry since 2026. She previously worked at Oxford Financial Group, LTD from 2015 to 2026. Valeo Financial Advisors is a registered investment adviser managing approximately $12.96 billion in assets for individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes strategic asset allocation with tactical adjustments and utilizes independent managers alongside ongoing portfolio monitoring.

Mark Improta is a financial advisor at Thurston Springer Advisors with 21 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Wells Fargo Advisors for nine years before joining Thurston Springer Financial. Outside of his advisory role, he is involved in business consulting through Volci Consulting and Forte Funding, focusing on lending for residential and commercial properties. Thurston Springer Advisors serves a diverse client base including individuals, corporations, retirement plans, foundations, and trusts. The firm offers customized financial planning, portfolio management, and fiduciary services through a range of discretionary and non-discretionary investment programs, incorporating both traditional and more active strategies.

Christopher Esser is a financial advisor at Thurston Springer Advisors with 16 years of industry experience. He holds a Series 66 designation and has worked at Thurston Springer Financial since 2018 and Edward Jones since 2009. Thurston Springer Advisors serves individuals, corporations, retirement plans, foundations, endowments, estates, and trusts with a range of financial planning, portfolio management, and fiduciary services. The firm offers tailored advisory services through both discretionary and non-discretionary programs, employing investment approaches that include buy-and-hold, asset allocation, and more active strategies based on technical and fundamental analysis.

Corey Bates is a financial advisor at CoreCap Advisors with a Series 65 credential and one year of industry experience. Prior to joining CoreCap Advisors and Solomon Financial in 2025, he worked at Salesforce and Hopebridge. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon and uses a range of investment vehicles including mutual funds, ETFs, individual equities, and fixed income.

Bradley Rozema is a financial advisor at Thurston Springer Advisors with 46 years of industry experience. He has been with the firm, formerly Thurston Springer Miller Herd & Titak, Inc., since 2014. Rozema holds a Series 63 designation. Thurston Springer Advisors serves a diverse client base including individuals, corporations, retirement plans, foundations, endowments, estates, and trusts. The firm offers a range of financial planning and portfolio management services through discretionary and non-discretionary programs, employing strategies that include buy-and-hold, asset allocation, and tactical approaches using both technical and fundamental analysis.

Paige Sanfelippo is a CFP® professional at Valeo Financial Advisors, LLC with three years of industry experience. She has worked at Valeo since 2020 and previously held positions at UBS Financial Services and Allstar Dodge Jeep Ram. Outside of advising, her background includes roles in education and hospitality. 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 specialized services such as pro-bono planning and due diligence through its subsidiary TwoPointO.

Melissa Buchert is a CFP® professional with 11 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2012. She 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. The firm employs a strategic asset-allocation framework with tactical adjustments and incorporates various investment strategies, serving a broad client base including high-net-worth individuals and charitable organizations.

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.

Madeline Armstrong is a CFP®-certified financial advisor with three years of industry experience, currently with Elevation Point Wealth Partners, LLC. She previously worked at Bank of America and Merrill for four years. Armstrong has passed the Indiana Real Estate Broker Licensing exam but does not hold an active license or engage in real estate activities. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities, utilizing model portfolios that incorporate tactical asset allocation and a blend of mutual funds, ETFs, liquid alternatives, and private-market opportunities.

Audra Dial is a CFP® professional with eight years of experience at Valeo Financial Advisors, LLC. She has worked at Valeo since 2018 and is based in Carmel, Indiana. 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 third-party research and alternative strategies when appropriate.

Lauren Brown is a Certified Financial Planner® with 11 years of industry experience. She has worked at Valeo Financial Advisors, LLC since 2014 and has also been associated with UBS Financial Services Inc. since 2013. 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 access to unaffiliated independent managers and alternative strategies. The firm manages over $10 billion in assets and operates specialized subsidiaries and programs to support private fund due diligence and charitable initiatives.

Evan La Brecque is a CFP® professional at Valeo Financial Advisors, LLC with one year of industry experience. His background includes roles at Olivet Nazarene University and Ameriprise Financial, LLC. 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 portfolios to pro-bono planning for nonprofits.

Kyle James is a financial advisor at Modern Wealth Management, LLC with 15 years of industry experience and holds a Series 66 designation. He has worked at Modern Wealth Management since 2023 and previously at Martin James Investment and Tax Management, LLC and World Equity Group. Outside of his advisory role, Kyle serves as Vice President of the board and assistant coach for a youth girls travel softball team through Indy Mavericks, Inc. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension and retirement plans, and charitable organizations. The firm utilizes a centralized portfolio management model with an Investment Committee and offers a broad range of services such as discretionary investment management, tax and estate planning, and ERISA plan services.

William Pendleton is a financial advisor with The AmeriFlex Group in Carmel, IN, holding Series 63 and Series 65 credentials and over 33 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 involved in an outside financial services business that offers fixed life, annuities, disability income, long-term care, and health insurance. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a large network of advisory affiliates. The firm provides portfolio management, financial planning, third-party manager selection, and retirement plan consulting, delivering customized strategies through various model allocations and manager relationships.

Philip Wallin is a CFP® professional with 13 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2019. Prior to that, he was with W Financial, LLC for five years. In addition to his advisory role, he works as a Tax Associate at Atlas Financial, an independent CPA firm, assisting with high net worth tax return reviews. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients, managing approximately $13 billion in assets. The firm emphasizes strategic asset allocation with tactical adjustments, utilizes independent managers, and offers a range of service models including a lower-touch option called Valeo Essentials.

Hilary Bogard is a Series 66-registered financial advisor at Avantax Planning Partners, Inc. in Indianapolis, IN, with two years of industry experience. Prior to joining Avantax, Bogard worked at WealthCare Financial Group, LLC and has held roles in various sectors, including animal disease diagnostics and the hospitality industry. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm utilizes tax-intelligent strategies and firm-designed allocation models, delivering services primarily through a network of CPA firms and registered Advisor Representatives.

Greg Jordan is a CFP® professional with 14 years of industry experience. He has worked at Valeo Financial Advisors, LLC since 2018 and previously held positions at Charles Schwab Bank and Charles Schwab from 2011 to 2018. Valeo Financial Advisors is a registered investment adviser managing approximately $12.96 billion in client assets. The firm serves individuals, families, trusts, estates, charitable organizations, and corporate clients, focusing on strategic asset allocation with tactical adjustments and the use of independent managers when appropriate.

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.