Jordan Lauber is a financial advisor at Savvy with eight years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Savvy, he worked at Lauber Financial, Lincoln Financial Advisors, Union Financial, Centennial Group, Princor Financial Services Corporation, and Principal Life Insurance Company. Lauber is also the owner and agent of Lauber Financial, where he offers traditional life insurance. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, option overlays, and ESG-focused models.

Matthew Presley is a CFP® professional with 10 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2013. He is based in Carmel, IN. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $12.96 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 process supported by third-party research and independent managers.

Ryan Price is a CFP® professional at Valeo Financial Advisors, LLC with six years of industry experience, including a prior role at WestPoint Financial Group. He joined Valeo in 2020 following his time as a full-time student. Valeo Financial Advisors is a multi-team SEC-registered advisor managing approximately $12.96 billion across 108 advisors and over 3,000 clients. The firm offers comprehensive financial planning and portfolio management to retail, high-net-worth, and institutional clients, employing a strategic asset allocation process, third-party research, and independent managers.

James Hughes is a CFP® with 21 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2014. His prior roles include positions at J.P. Morgan Securities, Allspring Funds Management, LLC, and Strong Capital Management Inc. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion for over 3,000 clients. The firm offers comprehensive financial planning and portfolio management for retail and institutional clients, utilizing a strategic asset allocation approach supplemented by third-party research and independent managers.

Christopher Siegl is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2022. His prior experience includes positions at Schwab Private Client Investment Advisory, Inc., Charles Schwab, and Scottrade. He also serves as a neutral arbitrator for FINRA Dispute Resolution. 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 provides comprehensive financial planning and portfolio management, with an investment approach that incorporates strategic asset allocation, third-party research, and independent managers, while offering specialized services such as advising private investment funds and pro-bono planning for nonprofit clients.

Peter Uihlein is a CFP® with 15 years of industry experience and is currently an advisor at Lifeworks Advisors, LLC. His prior experience includes roles at Vincere Wealth Management, TD Ameritrade, Northwestern Mutual Investment Services, and BMO Harris Financial Advisors. He serves on the board of St. Nicholas Early Learning, a daycare organization in Indianapolis. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses, offering wealth management, financial planning, retirement plan advisory, and portfolio management. The firm employs both planning-based and risk-based investment approaches and integrates tax, accounting, and insurance services through affiliated entities, managing roughly $1 billion in assets across a multi-advisor platform.

Rebecca Jacklin is a CFP® with 22 years of industry experience, currently serving at Goelzer Investment Management since 2025. She previously held various roles at PNC Bank and affiliated entities from 2014 to 2020. Outside of her advisory work, Jacklin is active in philanthropy, holding leadership positions with the Ayres Foundation, the Women's Fund of Central Indiana, the Gleaners Food Bank of Indiana, and a family farm nonprofit. Goelzer Investment Management serves private and institutional clients, including high-net-worth families, foundations, and governmental entities, providing comprehensive investment advisory, asset management, consulting, and financial planning services. The firm organizes its work across specialized teams that use proprietary research and custom portfolio construction to align with client risk tolerances.

Patricia Parker is a CFP® with 24 years of industry experience, currently with Accurate Wealth Management, LLC. She has held roles at several firms including Transamerica Financial Advisors, Madison Avenue Securities, and XYPN Invest. Outside of advising, she leads pro bono Divorce Survival Workshops and helps individuals create Advance Health Care Directives through her educational initiative Protected Promises, drawing on her background as a registered nurse. Accurate Wealth Management serves individuals, pension plans, charities, and corporations, offering discretionary portfolio management, financial planning, and educational services. The firm employs a value- and risk-focused investment approach across diverse asset classes and offers performance-based fees for qualified clients, with approximately $1.71 billion in assets under management.

Troy Patton is a financial advisor with Archer Investment Corporation in Indianapolis, IN. He holds a Series 63 designation and has 24 years of industry experience, including prior roles at Fiducial Investment Advisors, Inc. and Archer Financial Advisors, Inc. Patton also has experience working with a CPA firm outside of his advisory duties. Archer Investment Corporation provides investment management services primarily to individual clients across a range of wealth levels through separately managed accounts and proprietary funds. The firm employs a diversified investment approach and supports a multi-branch structure that includes CPAs acting as advisory representatives.

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® professional with two years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2021. He has a background that includes roles at the University of Indianapolis and the Morris Inn at Notre Dame. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving over 3,000 clients with comprehensive financial planning and individualized portfolio management for retail, high-net-worth, and institutional clients. The firm emphasizes strategic asset allocation, uses third-party research, independent managers, and model portfolios, and provides specialized services including advising private investment funds and pooled vehicles.

Nathan Kilpatrick is a CFP® professional with six years of experience at Valeo Financial Advisors, LLC. He has held prior roles at Indy Premier Soccer Club, Southern New Hampshire University, and American College of Spain. 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, applying strategic asset allocation with tactical adjustments, third-party research, and the use of independent managers and model portfolios.

Adrian Miller is a CFA® charterholder and holds the Series 66 designation, with five years of industry experience. He currently works at Goelzer Investment Management, where he has been since 2021, following ten years at Wells Fargo Private Bank. Goelzer Investment Management serves both private and institutional clients, offering investment advisory, asset management, consulting, and financial planning services. The firm operates through three specialized teams that integrate proprietary research and customized portfolio construction to pursue long-term total-return objectives aligned with client risk tolerances.

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 with one year of industry experience. He holds a Series 65 designation and previously worked at Stifel, Nicolaus & Company, Incorporated. He also has a background in education from Central Michigan University. 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 approach combining fundamental and technical analysis to construct 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.

Keith Saunders is a ChFC® credentialed financial advisor with 17 years of industry experience. He is currently with Packerland Brokerage Services, Inc. and has held prior roles at firms including Allstate Insurance Company, Primerica Advisors, Guardian Life Insurance Company of America, and MassMutual. Outside of his advisory work, Saunders is involved in marketing employee benefits programs. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both discretionary and non-discretionary account management through various platforms, combining individualized planning with routine client reviews and due diligence on third-party managers.