Jeffery Stroman is a financial advisor at Oxford Financial Group, LTD in Carmel, IN, holding a Series 63 designation with 27 years of industry experience. He has been with Oxford Financial Group since 1988. Oxford Financial Group serves ultra-high-net-worth individuals and institutional clients, providing family office services, CIO-led portfolio construction, and fiduciary support. The firm emphasizes asset allocation and diversification across public and private markets, offering both discretionary and non-discretionary management, along with access to private market and alternative investments.

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 continuously since 2015. He serves on Limited Partner Advisory Committees for certain investment funds affiliated with Oxford as part of his role as an Oxford Investment Fellow, without receiving compensation for this service. Oxford Financial Group, LTD provides family office and chief investment officer services to ultra-high-net-worth individuals, families, and institutional clients. The firm emphasizes asset allocation, diversification across public and private markets, and offers both discretionary and non-discretionary management, supported by in-house private investment platforms and affiliated fiduciary services.

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.

Brenda Baier is a CFP® professional with 23 years of experience in the financial advisory industry. She is currently with Fiduciary Financial Advisors and previously worked at Shoreline Asset Management, LLC for eight years. Fiduciary Financial Advisors offers discretionary investment management, financial planning, and retirement services to individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and a variety of analytical approaches, and it provides unique trustee services and access to private alternative funds for qualified investors.

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.

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, holding a Series 66 designation and with 12 years of industry experience. He has worked with LaSalle St. Securities, LLC since 2014. Outside of advising, he serves as a branch office administrator and is involved in fixed insurance activities. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs both passive and active investment strategies across various asset classes and is notable for its predominance of non-discretionary asset management and use of fee-sharing and co-advisor arrangements.

Paul Murans is a financial advisor at Thurston Springer Advisors in Indianapolis, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has worked at Thurston Springer Financial since 2017 and previously spent six years at UBS Financial Services Inc. Outside of his advisory role, he is a passive investor in a horse racing venture, Merlot Racing, LLC. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts primarily on a discretionary basis.

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.

Philip Lavelle Jr. is a CFP® with 30 years of industry experience, currently serving as an advisor at Thurston Springer Advisors since 2013. He is based in Indianapolis, IN, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Lavelle serves as Treasurer on the Board of Directors for the Leadership Academy of Madison County and as Vice President of Strategic Planning for the Anderson Symphony Orchestra. Thurston Springer Advisors provides financial planning, portfolio management, retirement-plan consulting, and sub-advisory services to a diverse client base, including individuals, corporations, and charitable institutions. The firm employs a range of investment methods such as Tactical and Earnings Momentum strategies and offers both discretionary and non-discretionary retirement-plan investment management services.

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 with Thurston Springer Advisors based in Indianapolis, IN, holding Series 65 and Series 66 licenses and possessing 21 years of industry experience. He previously worked at Wells Fargo Advisors for nine years before joining Thurston Springer Financial, where he has been since 2023. Outside of his advisory role, Improta 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 that includes individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs various investment strategies such as Tactical Momentum and Earnings Momentum, along with fundamental and technical analysis, managing accounts primarily on a discretionary basis.

Brian Pyne is a CFP®, CFA®, and Series 66 professional with 23 years of experience in the financial industry. He has been with Goelzer Investment Management in Carmel, IN since 2012. Goelzer Investment Management serves both private and institutional clients, providing investment advisory services, asset management, consulting, and financial planning. The firm operates through specialized teams that combine research and customized portfolio construction to meet long-term total-return objectives aligned with client risk tolerances.

Caleb Hussain is a financial advisor at Goelzer Investment Management with a Series 65 credential and one year of industry experience. Prior to joining Goelzer, he worked at Winthrop Capital Management, Valeo Financial Advisors, and Northwestern Mutual. Goelzer Investment Management serves private and institutional clients, including high-net-worth families, foundations, pension plans, and nonprofit organizations. The firm offers investment advisory, asset management, consulting, and financial planning services through three specialized teams that utilize proprietary research and customized portfolio construction to meet long-term return objectives aligned with client risk tolerances.

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, charitable institutions, foundations, endowments, estates, and retirement plans, providing financial planning, portfolio management, retirement-plan consulting, and sub-advisory services. The firm employs investment strategies including Tactical Momentum and Earnings Momentum, utilizing various analysis techniques and managing accounts primarily on a discretionary basis.

Joshua Kammerer is a financial advisor at Kingsview Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill for ten years. Outside of his advisory role, he is involved on a limited basis with Lebanon Berg Vault, a burial vault company providing cemetery services. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments and third-party managers.

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 with Thurston Springer Advisors in Indianapolis, holding a Series 63 designation and bringing 46 years of industry experience. He has been with Thurston Springer Miller Herd & Titak, Inc. since 2014. Outside of advising, Rozema is the managing partner of Rozema Group, LLC, a real estate holding company. Thurston Springer Advisors serves a diverse client base, including high-net-worth individuals, corporations, and charitable institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a variety of investment strategies such as Tactical Momentum and Earnings Momentum, utilizing both fundamental and technical analysis across multiple asset classes.