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 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.

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 27 years of industry experience. He has worked with Summit Financial Group and Summit Brokerage Services for over two decades. Outside of advising, he is the owner of The Baldassari Group, an investment-related branch office. Thurston Springer Advisors serves a broad client base including individuals, corporations, retirement plans, and trusts, offering financial planning, portfolio management, and fiduciary services. The firm employs a variety of investment strategies ranging from buy-and-hold to tactical momentum approaches and operates within a multi-team structure with affiliated broker-dealer and insurance agencies.

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® 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 with nine years of industry experience. He has worked at Schwab Wealth Advisory since 2020 and was previously employed by Morgan Stanley from 2016 to 2017. Mc Gonigle holds a Series 66 credential and is based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm delivers annual financial reviews and investment recommendations but does not exercise discretionary trading authority, differentiating its approach within the Schwab ecosystem.

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.

Jon Short is a CFP® professional with 26 years of experience in the financial services industry. He has worked at The Huntington Investment Company since 2009 and also spent time at Ameriprise Financial Services, LLC. Outside of his advisory role, he serves on the board of the Enis Furley Foundation, a nonprofit organization assisting families facing illness and hardship. The Huntington Investment Company serves individuals, charitable organizations, and businesses with advisory and brokerage services, utilizing an open-architecture investment approach that includes third-party sub-managers and proprietary models through its Private Bank.

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.

Ethan Woodruff is a Series 66-licensed financial advisor with Schwab Wealth Advisory in Indianapolis, IN, and has five years of industry experience. Prior to joining Schwab in 2025, he worked at Fidelity Investments for four years and Fifth Third Bank for five years. Outside of finance, he owned and operated the Holy Grail Bar from 2013 to 2019. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.

Dan Malone is a Series 66-licensed financial advisor with Schwab Wealth Advisory, Inc., based in Indianapolis, IN. He has one year of experience with Schwab Wealth Advisory and overall industry experience beginning in 2020, including prior roles at Charles Schwab & Co., Old National Bank, and Royal United Mortgage. Outside of finance, he operated Malone's Catering for ten years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes standard Schwab asset allocation models and research tools to recommend investments, with final trading decisions made by clients.

Jacob Wash is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and four years of industry experience. Prior to his current role, he worked at Charles Schwab & Co., Inc., PNC Bank, and several other firms. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools, while clients retain final trading decisions.