Philip Wallin is a CFP® professional with 13 years of industry experience. He has worked at Valeo Financial Advisors since 2019, following prior roles at W Financial, LLC, Verus Financial Partners, and Heritage Wealth Advisors. Wallin also serves as a Tax Associate at Atlas Financial, an independent CPA firm, where he assists with high net worth tax return review. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving retail, high-net-worth, and institutional clients. The firm emphasizes strategic asset allocation with tactical adjustments, uses third-party research and independent managers, and offers specialized services including advisory roles for private investment funds and portfolio management for pooled vehicles.

Greg Jordan is a CFP® professional with 14 years of industry experience. He has been with Valeo Financial Advisors, LLC since 2018 and previously worked at Charles Schwab and Charles Schwab Bank from 2011 to 2018. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion for over 3,000 clients. The firm provides comprehensive financial planning and individualized portfolio management for retail, high-net-worth, and institutional clients, utilizing a strategic asset allocation approach with tactical adjustments and independent manager selections.

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 four years of experience at Valeo Financial Advisors, LLC in Carmel, IN. His prior roles include positions at Butler University and various other organizations. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion, serving retail, high-net-worth, and institutional clients with comprehensive financial planning and portfolio management. The firm employs a strategic asset allocation approach supported by third-party research and uses independent managers and model portfolios, while also offering specialized services such as advising private investment funds and managing pooled vehicles.

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 CFA® charterholder and holds the Series 66 designation. He has six years of experience in the financial industry, including roles at Valeo Financial Advisors, LLC since 2022 and Wells Fargo Advisors from 2018 to 2022. Prior to his advisory career, he worked at Indiana University for four years. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion and serving retail, high-net-worth, and institutional clients. The firm offers comprehensive financial planning and portfolio management with an investment approach that combines strategic asset allocation, tactical adjustments, third-party research, and use of independent managers, along with selective alternative strategies such as covered calls.

Howard Young is a CFP® professional with over 31 years of industry experience. He has worked at firms including Heritage Wealth Consultants, SagePoint Financial, and Raymond James Financial Services. Young is currently with St. Bernard Financial Services, Inc. in Carmel, IN. St. Bernard Financial Services serves individuals, families, trusts, estates, and small businesses with portfolio management and investment implementation. The firm employs a long-term, conservative growth approach grounded in Modern Portfolio Theory and emphasizes collaboration with clients in portfolio design.

Duane Wimer is a financial advisor with United Capital Financial Advisors in Indianapolis, IN, holding a Series 65 designation and 23 years of industry experience. He has been with United Capital Financial Advisors since 2015. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary portfolio management using asset-allocation models, offers portfolio customization including ESG and faith-based preferences, and supports clients with technology and reporting tools.

Jacob Smith is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC. Prior to joining Valeo in 2018, he worked at the University of Alabama and taught at South Anchorage High School. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion for retail, high-net-worth, and institutional clients. The firm offers comprehensive financial planning and portfolio management, employing a strategic asset allocation approach with tactical adjustments and third-party research, while also providing services to private investment funds and pooled vehicles.

Bronson Verhines is a CFP®, CFA®, and Series 65-registered financial advisor with 10 years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC and has previously worked at BKD Wealth Advisors. Based in Indianapolis, IN, he has been with the Forvis Mazars team since 2022. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering a range of financial planning, investment management, and consulting services. The firm emphasizes customized asset allocation and integrates active and passive strategies within a comprehensive service model connected to its national accounting and professional services parent company.

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 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.