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.

Nicholas Estey is a CFP® professional with 10 years of experience in financial advising, currently with Goelzer Investment Management since 2023. His prior experience includes roles at Cetera Advisors LLC, First Allied Advisory Services, and Northwestern Mutual Investment Services. Outside of his advisory work, he serves as the head lacrosse coach at Brebeuf Jesuit Preparatory School and is a director of Circle City Lacrosse LLC. Goelzer Investment Management serves private and institutional clients with investment advisory, asset management, and financial planning services. The firm operates through specialized teams that offer customized portfolio construction and asset allocation, including services for professional athletes and governmental clients, supported by proprietary research and client-focused communication.

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.

Andrew Michael is a CFP® professional with one year of industry experience, currently serving at Valeo Financial Advisors, LLC. His prior work includes roles at Butler University, RENU Property Management, and Column Capital. 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 a range of investment options including independent managers and alternative strategies.

Jacquelyn Nolan is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Oxford Financial Group, Ltd. She previously worked at PNC Financial Services for five years. Oxford Financial Group serves ultra high-net-worth individuals and families, as well as institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and chief investment officer services, fiduciary trust administration, and access to private market investments, emphasizing diversified asset allocation across public and alternative asset classes.

John Brown is a financial advisor at Valeo Financial Advisors, LLC in Carmel, IN, holding the CFA® designation and Series 66 license with six years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing and has a background at Indiana University. Valeo Financial Advisors is a registered investment adviser managing approximately $13 billion in client assets for individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm employs a strategic asset allocation approach with tactical adjustments, utilizes independent managers when appropriate, and emphasizes ongoing portfolio monitoring.

Howard Young is a CFP® professional with over 31 years of experience in the financial services industry. He is currently with St. Bernard Financial Services, Inc. and has previously worked at OSAIC, Sagepoint Financial, Inc., and Heritage Wealth Consultants. His other business activities include serving as a financial advisor under the DBA Maven Retirement Advisors. St. Bernard Financial Services serves individuals, families, trusts, estates, and small businesses, offering portfolio management and investment implementation with a focus on a long-term, conservative growth approach using tactical asset allocation. The firm operates as both an investment adviser and broker-dealer, providing advisory relationships on an asset-based or hourly basis while also offering commissionable products through its broker-dealer arm.

Jacob Smith is a CFP® professional with three years of experience in financial advising. He has been with Valeo Financial Advisors, LLC since 2021. Prior to his advisory role, he worked at the University of Alabama and has experience in education at South Anchorage High School. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients with approximately $13 billion in assets under management. The firm emphasizes strategic asset allocation, uses independent managers when appropriate, and offers both comprehensive financial planning and a lower-touch model portfolio option called Valeo Essentials.

Bronson Verhines is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 10 years of industry experience. He holds the CFP®, CFA®, and Series 65 credentials. His previous experience includes roles at BKD Wealth Advisors and FORVIS Wealth Advisors. Forvis Mazars Wealth Advisors, LLC serves individuals, families, retirement plans, institutions, and nonprofits by providing financial planning, investment management, retirement plan consulting, and family-office style services. The firm manages approximately $12 billion in assets and integrates wealth management with coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

Dustin Brown is a Series 66-licensed financial advisor with nine years of experience, currently at Oxford Financial Group, Ltd. He previously worked at JP Morgan Private Bank and Equitable Advisors, and also spent time in the food service industry at Crust Pizzeria Napoletana. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, and institutional clients, offering family office services, fiduciary trust administration, and access to private market investments. The firm’s investment approach includes diversified asset allocation across public and alternative assets, with specialized teams sourcing and monitoring managers and managing both discretionary and non-discretionary client portfolios.

Joshua Frazier is a financial advisor at Valeo Financial Advisors, LLC with 24 years of industry experience. He previously worked at JPMorgan Securities LLC and Charles Schwab in various roles. Outside of his advisory work, he has been involved in real estate and property management since 2006. 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 utilizes third-party research and alternative strategies, managing over $10 billion in client assets.

Kyle Sanders is an investment advisor representative with Signature Equity Partners, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at John Hancock / SII for 15 years and has been involved with OSAIC since 2018. Sanders also manages investment and insurance business through Legacy Consultants Group and serves as trustee for his children’s trusts. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities, utilizing a multi-team structure and the Vision2020 Wealth Management Platform to offer tailored portfolio management and financial planning solutions.

James Concannon is a CFP® and CFA® certified financial advisor with 24 years of industry experience. He has been with Goelzer Investment Management in Carmel, IN, since 2005. Goelzer Investment Management serves private and institutional clients, providing investment advisory, asset management, consulting, and financial planning services. The firm operates through three specialized teams that combine research and customized portfolio construction to align with client risk tolerances and offers tailored services for complex estates, professional athletes, and governmental entities.

Eric Bilitz is a financial advisor with Vanderbilt Advisory Services in Indianapolis, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior experience includes 20 years at Ameriprise Financial Services, Inc., followed by four years at Ameriprise. Outside of his advisory role, he owns Bilitz and Associates LLC and serves as president of Endeavor Financial Group, which sells fixed insurance products. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, access to third-party sub-advisors and a digital platform, with an investment process that combines fundamental, technical, and charting analysis tailored to client objectives.

Amy Frizzell is a CFP®-certified financial advisor with 18 years of industry experience. She currently works at Forvis Mazars Wealth Advisors, LLC, having previously held roles at FORVIS Wealth Advisors, LLC and BKD Wealth Advisors, LLC. Outside of her advisory role, she serves as Chair of the Finance and Strategic Planning Committee for the Heroes Foundation in Indianapolis, overseeing their investment portfolio and budget process. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser that provides financial planning, investment management, retirement plan consulting, and family-office style services to individuals, families, institutions, and nonprofits. The firm manages approximately $12 billion in assets and integrates wealth management with tax and accounting services through its affiliation with Forvis Mazars, LLP.

Deborah Hanson is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. She holds Series 63 and Series 66 licenses and has 23 years of industry experience. Her prior work includes roles at BFC Planning, Inc. and Berthel Fisher and Company Financial Services, Inc. Deborah is also the owner of The Honey Jar, a honeybee farm in Lebanon, Indiana. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services mainly to individual and high-net-worth clients, managing approximately $906 million in client assets through a network of independent advisers. The firm offers a variety of investment platforms and strategies tailored to client needs, including discretionary and non-discretionary management and third-party money manager arrangements.

Holly Hynes is a financial advisor at Elevation Point Wealth Partners, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Merrill, Bank of America, and other financial firms. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser overseeing approximately $8.29 billion in assets and serving individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm utilizes a model portfolio investment approach with tactical asset allocation, incorporates third-party managers, and integrates insurance distribution and annuity servicing into its advisory services.

Paul Baldassari is a financial advisor with Thurston Springer Advisors in Indianapolis, IN, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked at Summit Financial Group and Summit Brokerage Services since 2004. Outside of his advisory role, Baldassari is the owner of The Baldassari Group, an investment-related branch office. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, employing a variety of investment strategies that include both buy-and-hold and active approaches such as Tactical Momentum and Earnings Momentum models.

Bruce Snyder Jr. is a financial advisor with First Heartland Consultants, Inc. in Carmel, Indiana, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with First Heartland Capital Inc. since 2003. Additionally, he is involved with The Snyder Financial Group, which focuses on the sale and distribution of insurance products. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions.