Joshua Frazier is a financial advisor at Valeo Financial Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC and Charles Schwab. Outside of his advisory work, he has been involved in real estate and property management for over 20 years. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion for retail, high-net-worth, and institutional clients. The firm employs a strategic asset allocation approach with tactical adjustments and uses third-party research and independent managers, while also advising private investment funds and providing portfolio management for pooled vehicles.

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.

Nathanial Winklepleck is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with Donaldson Capital Management LLC since 2012. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to create income- and growth-oriented portfolios, serving a diverse client base that includes retirement-plan fiduciaries and institutional entities.

Amy Frizzell is a CFP® professional at Forvis Mazars Wealth Advisors, LLC with 18 years of experience in the financial industry. She previously worked at BKD Wealth Advisors, LLC for 14 years and joined Forvis Mazars Wealth Advisors in 2022. Amy serves as Chair of the Finance and Strategic Planning Committee for the Heroes Foundation in Indianapolis, overseeing its investment portfolio and budget. Forvis Mazars Wealth Advisors provides financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofit organizations. The firm emphasizes customized asset allocation and combines active and passive strategies within an integrated service model connected to a national accounting and professional services firm.

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 65 and Series 63 designations and has worked at firms including Merrill, Bank of America, and Mack Financial Group. Elevation Point Wealth Partners provides investment advisory services to individuals, retirement plans, trusts, and other institutional clients. The firm employs a combination of strategic and tactical asset allocation through model portfolios and managed accounts, offering a range of solutions including alternatives and technology-enabled services for held-away accounts.

Paul Baldassari is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, holding Series 63 and Series 66 credentials with 27 years of industry experience. He has worked with Summit Brokerage Services since 2004, including 14 years at Summit Financial Group. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning, portfolio management, and fiduciary services, utilizing both buy-and-hold and active investment strategies tailored to client goals.

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 at Valeo Financial Advisors, LLC with three years of industry experience. He has held roles at Valeo since 2021 and previously worked at Concorde General Agency, Great American Insurance Group, Kimball Electronics, and Indiana State University. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion with over 100 advisors. The firm offers comprehensive financial planning and portfolio management for retail and institutional clients, using a strategic asset allocation approach supported by third-party research and independent managers.

Kyle Erb is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Valeo Financial Advisors, LLC since 2007. He holds the Series 63 designation and is based in Carmel, IN. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving retail, high-net-worth, and institutional clients with comprehensive financial planning and tailored portfolio management. The firm employs a strategic asset allocation approach with tactical adjustments and utilizes third-party research and independent managers, while also offering specialized services such as advising private investment funds and providing portfolio management for pooled vehicles.

Jeffrey Thomasson is a CFP® with 27 years of industry experience and has been with Oxford Financial Group, Ltd since 1984. He serves as Chairman of the Board of Managers for Baseline Fitness Holdings LLC and holds board positions with multiple nonprofit foundations, including the Cook Family Foundation and the Valiant Foundation. Oxford Financial Group, Ltd serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held businesses. The firm offers family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and private market investment access, with a focus on diversified asset allocation and extensive manager oversight.

Ian Mc Gonigle is a financial advisor at Schwab Wealth Advisory, Inc. in Indianapolis, IN, holding a Series 66 designation with nine years of industry experience. He has worked at Schwab Wealth Advisory since 2020 and has prior experience at Charles Schwab & Co., Inc. and Morgan Stanley. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research to tailor recommendations based on clients’ goals and risk tolerance.

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® certificant with 12 years of experience in the financial advisory industry. He is currently with Cerity Partners LLC, where he has worked since 2023. Prior to that, he held roles at ARGI Investment Services, TD Ameritrade, and several other firms. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm’s approach combines customized wealth management and investment services with proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Ethan Woodruff is a Series 66-licensed financial advisor with Schwab Wealth Advisory in Indianapolis, IN, bringing six years of industry experience. He previously worked at Fidelity Investments and Fifth Third Bank, and has experience in the hospitality sector through ownership of the Holy Grail Bar. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning based on Schwab’s asset-allocation models and research tools, with recommendations tailored to client goals and risk tolerance.

Dan Malone is a financial advisor with Schwab Wealth Advisory, Inc. in Indianapolis, IN. He holds the Series 66 designation and has one year of industry experience. Prior to joining Schwab Wealth Advisory, he has worked in various roles including at Charles Schwab & Co., Inc., Charles Schwab Bank, and several financial and sales positions. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations primarily for clients in the Schwab Wealth Advisory program, using Charles Schwab’s proprietary asset allocation models and research tools to guide investment decisions.

Kansas Robinson is a financial advisor at Sanctuary Advisors, LLC with Series 66 credentials and one year of industry experience. Prior to joining Sanctuary Advisors, Robinson held positions at Curlin & Clay Law, Northwestern Mutual, and Sanctuary Securities, Inc. Robinson’s background also includes academic roles at Northwestern University and teaching experience at Ben Davis High School and Chapel Hill Middle School. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who offer a range of portfolio management and consulting services through discretionary and non-discretionary accounts, utilizing multiple analytical approaches and third-party platforms.

Jacob Wash is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 63 and Series 66 designations and has four years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc. and PNC Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients. The firm offers guidance on asset allocation and investment selection using Schwab’s proprietary asset-allocation models and internal research tools, with recommendations tailored to client goals and risk tolerance.