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.

Wendelin Padek is a financial advisor at HUB Investment Partners, LLC with 28 years of industry experience. She holds a Series 66 designation and previously worked at Millennium Advisory Services, Inc. and Ameriprise Financial Services, Inc. Padek serves as President-Elect of the Kiwanis Club of Downtown Indianapolis. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations, employing technical and cyclical analysis to align investments with client objectives.

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 with Oxford Financial Group, LTD, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at The Huntington Investment Company, TIAA-CREF, and PNC Financial Services. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, CIO-led portfolio construction, and fiduciary support. The firm emphasizes asset allocation, diversification, and written Investment Policy Statements, offering both discretionary and non-discretionary management alongside private market investment opportunities.

Brett Mckamey is a CFA® charterholder with 27 years of industry experience, currently serving at Goelzer Investment Management since 1997. He holds Series 63 registration and is based in Carmel, IN. Outside of his advisory role, he is a director of the Booth Tarkenton Civic Theatre and Indiana Landmarks, and a life trustee of the Nature Conservancy. Goelzer Investment Management provides investment advisory, asset management, and consulting services to a diverse client base including individuals, high-net-worth families, institutions, and nonprofit organizations. The firm combines proprietary research and customized portfolio construction across specialized teams to manage long-term total-return objectives aligned with client risk tolerances.

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.

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.

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.

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® professional with four years of industry experience, currently serving as an advisor at Oxford Financial Group, LTD. She previously worked at PNC Financial Services for five years. Oxford Financial Group, LTD serves ultra high-net-worth individuals, families, institutions, 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, with an investment approach focused on 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.