Nicholas Rimicci is a financial advisor at Thurston Springer Advisors in Indianapolis, holding a Series 66 designation. He has experience at Iconiq Capital and Stanford Health Care prior to joining Thurston Springer Financial and The Patzer Group Wealth Management in 2026. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans. The firm employs multiple investment strategies such as Tactical Momentum and Earnings Momentum, offering discretionary portfolio management and retirement-plan consulting services.

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 financial advisor at Oxford Financial Group, LTD with nine years of industry experience and holds a Series 66 designation. He previously worked at JP Morgan Private Bank and Equitable Advisors, and also spent two years at Crust Pizzeria Napoletana. Oxford Financial Group 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 both discretionary and non-discretionary portfolios through dedicated investment teams.

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 at Signature Equity Partners, LLC with 23 years of industry experience. He previously worked at John Hancock / SII for 15 years and OSAIC for eight years. Outside of his advisory roles, he serves as trustee for his four minor children’s trusts, managing their investments. Signature Equity Partners, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement-plan consulting through a network of independent advisory affiliates using model solutions such as SMAs, GMPAs, UMAs, and SUMAs.

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.

Andrew Denny is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been involved with Shepherd Financial Investment Advisory LLC since 2014 and has owned W. Andrew Denny & Company, Inc. since 2001. He is a founding partner and chief growth officer at Shepherd Financial, where he manages retirement plan consulting and individual wealth management operations. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with access to third-party managers and emphasizes fiduciary responsibility through its in-house Investment Management & Research team and proprietary mutual-fund screening process.

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 licenses and bringing 26 years of industry experience. He has worked at Summit Financial Group and Summit Brokerage Services since 2004. 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 various investment strategies such as Tactical Momentum and Earnings Momentum and generally manages accounts on a discretionary basis under its Compass agreements.

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.

Noah Heim is a CFP® professional with three years of industry experience, currently affiliated with Valeo Financial Advisors, LLC. His prior work includes roles at Concorde General Agency, Great American Insurance Group, Kimball Electronics, and Indiana State University. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients by managing approximately $13 billion in assets through financial planning and portfolio management. The firm emphasizes strategic asset allocation, employs independent managers when appropriate, and maintains ongoing portfolio monitoring.

Kyle Erb is a CFP® with 15 years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2007. He 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, employing a strategic asset-allocation framework with tactical adjustments. The firm manages over $10 billion in client assets and offers specialized services including a scaled "Essentials" portfolio option and pro-bono planning for non-profits.

Jeffrey Thomasson is a CFP® professional with 26 years of industry experience, currently serving at Oxford Financial Group, LTD since 1984. He holds the Series 63 designation and is based in Carmel, IN. Thomasson is involved in several nonprofit and operational boards, including serving as chairman of the board for Baseline Fitness Holdings LLC and holding leadership roles with multiple family foundations. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, CIO-led portfolio management, and fiduciary support. The firm emphasizes asset allocation, diversification across public and private markets, and written Investment Policy Statements while offering both discretionary and non-discretionary management.

Scott Carlson is a financial advisor at SPC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Parkland Securities since 2014 and SPC since 2012. Outside of his advisory role, he operates Scott Carlson Financial, providing financial services, and is involved in insurance sales including life, health, and long-term care insurance. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, typically delivering discretionary management with ongoing monitoring and rebalancing.

Ian Mc Gonigle is a Series 66 registered advisor with Schwab Wealth Advisory, Inc. in Indianapolis, Indiana. He has eight years of industry experience, including prior roles at Morgan Stanley and Charles Schwab & Co., Inc. since 2018. Ian has been with Schwab Wealth Advisory since 2020. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations utilizing Schwab’s research tools and asset allocation models, while clients retain final trading decisions.

Colin Holmes is a CFP® with 12 years of experience in financial advising and is currently with Creative Planning. His prior experience includes roles at Four Quadrant Wealth Advisors, WestPoint Financial Group, and Mass Mutual. Outside of his advisory work, he serves as a general manager and assistant coach for a 17-year-old volleyball team, managing practice, tournaments, and club finances. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment approach featuring low-cost indexing and supplemental strategies, supported by a large advisory team and centralized investment infrastructure.

Andrew Verdeyen is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023, previously holding roles at ARGI Investment Services, TD Ameritrade, and several other firms. Cerity Partners provides customized wealth management and related services to a diverse national clientele, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset-allocation and manager selection strategies, combining proprietary quantitative screens with external managers and individual securities.