Evan Melching is a financial advisor at Savvy with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and OneMain Financial. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm uses a primarily index-based, long-term investment approach complemented by active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

James Case is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes positions at Global Assets Advisory, LLC and Alacrity, as well as over a decade in private equity through his own firm, James A. Case - Private Equity. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, corporations, and other entities through a nationwide network of independent advisers. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, fixed income, and may incorporate third-party managers or wrap programs as part of its investment approach.

David Thyen is a financial advisor with Larson Financial Group, LLC in Indianapolis, holding a Series 65 designation and six years of industry experience. He previously worked at Midwest Wealth Management Inc., Valeo Financial Advisors, Fifth Third Trading Center, and Kimball Electronics. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs employing strategic and tactical approaches, including option overlays and separately managed accounts, and supports its advice with AI-assisted research tools alongside human review.

Gavin Bizeau is a financial advisor at Larson Financial Group, LLC with three years of industry experience. He holds a Series 66 credential and previously worked at Northwestern Mutual Wealth Management Company and Fidelity Investments. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with emphasis on serving doctors and related businesses. The firm employs a combination of model portfolios, custom discretionary programs, and third-party money managers, utilizing both strategic and tactical approaches to investment management.

Stefan Burke is a financial advisor with Consolidated Portfolio Review Corp and holds Series 63 and Series 66 licenses. He has nine years of industry experience and has previously worked at Vanderbilt Securities, LPL Financial, and J.W. Cole Advisors. Outside of advising, he tutors Series 7 candidates through Wyzant.com. Consolidated Portfolio Review Corp serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans with discretionary and non-discretionary managed accounts, financial planning, and third-party sub-advisory services. The firm employs a variety of investment strategies, including strategic asset allocation combined with fundamental and technical analysis, supporting both in-house model portfolios and independent advisor allocations.

Andrew Blakley is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Horter Investment Management, LLC, and Citigroup Global Markets. Outside of advising, he owns four H&R Block offices and serves as president of a payroll and bookkeeping services company. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm employs tactical, strategic, and dynamic investment approaches, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services through a multi-team model.

Jon Jon Knepp is a financial advisor with Gibbs Wealth Management, LLC, holding a Series 65 credential and six years of industry experience. He also owns and operates Knepp Enterprise Inc. DBA Knepp Financial Group, a financial services and insurance business he founded in 2005. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance.

Karen Fritz is a financial advisor at CG Advisory Services with 21 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Geneos Wealth Management, Inc., and WFG Investments, Inc. Fritz has also been involved with CG Advisor Network and Capital Asset Advisory Services, LLC since 2006. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and businesses. The firm provides discretionary portfolio management, financial planning, retirement plan services, and consulting through proprietary model portfolios and customized investment strategies.

Anna Spurgin is a financial advisor with The Mather Group, LLC, holding Series 63 and Series 66 licenses and 24 years of industry experience. She worked at Mass Mutual Investors Services and MassMutual Life Insurance Company for ten years before joining The Mather Group in 2024. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and customized portfolio options, integrating AI tools with human oversight in its processes.

Kelly Tully is a Series 65-licensed advisor at Gibbs Wealth Management, LLC with experience working at Knepp Financial Group since 2019 and as a self-employed professional since 2013. Outside of financial advising, Tully is the president of Filiorum Publishing, a book publishing company specializing in children's literature and freelance writing. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing third-party platforms and a mix of analytical approaches to guide allocations while emphasizing risk management and tax-efficient solutions.

Andrew Blackwell is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with International Assets Investment Management and its affiliate since 2019, with prior roles at Sanctuary Advisors, LLC and David A Noyes and Company. Outside of his advisory work, he co-owns BLACORUSA, LLC, a private label entity involved in marketing and advertising. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and business entities through a national network of independent adviser representatives. The firm offers customized portfolio management using a range of investment vehicles and may utilize third-party managers and wrap programs to support client objectives.

John Dewey is a CFP® professional with 14 years of industry experience. He has worked at Advisory Services Network since 2025 and previously spent 12 years at Edward Jones. Outside of his advisory role, he serves as Chairman of the Board for Heartland Film Inc. in Indianapolis. Advisory Services Network is an enterprise firm with a network of approximately 208 independent advisers serving individuals, families, corporations, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, and retirement-plan consulting, managing about $8.6 billion in client assets.

Cameron Brummett is a financial advisor with CreativeOne Wealth, LLC and holds a Series 65 designation. He has one year of industry experience and previously worked at Greenline Financial Services and Eco Engineering Inc. Outside of his advisory role, he is the Administrative Director at Forever Debt Free, a life insurance business. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisors. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing a range of investment strategies including ETFs, mutual funds, and options.

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.

Aaron Short is a financial advisor with Carson Wealth based in Fishers, IN, holding a Series 66 designation and having 10 years of industry experience. He previously worked at Edward Jones for six years and currently manages day-to-day operations at Geist Family Wealth, an S-Corp he owns. Additionally, he acts as an insurance agent selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients through discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach guided by an Investment Committee and offering tailored investment solutions.

Henry Hernandez is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 designations and 25 years of industry experience. He has worked at Private Advisor Group since 2019 and previously spent seven years at Gimbal Financial LLC and over two decades at LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and provides a range of managed account solutions through proprietary platforms and third-party strategists.

Aaron Warnecke is a financial advisor at SPC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with SPC since 2003 and Parkland Securities, LLC since 2014. Warnecke operates under the name Blue Chip Consultants, providing financial services and insurance through various companies. SPC serves a diverse client base, including individuals, high-net-worth households, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary management tailored to client needs.

Karl Slavik is a CFP® professional with 18 years of industry experience. He has been with Fifth Third Securities, Inc. since 2009 and has worked at Fifth Third in various capacities since 2007. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages assets across a wide range of proprietary and third-party investment strategies.

Catherine Hoffman is a Series 65-licensed advisor at Creative Planning with three years of industry experience. She previously worked at Castle Wealth Advisors and operated her own law practice, Catherine Popp Hoffman, Esq., for over two decades, focusing on mass tort settlements related to defective medical devices. She maintains a residual role as owner-attorney in that legal practice. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and integrated retirement plan services.

James Hopper is a financial advisor at Money Concepts Capital Corp with eight years of industry experience. He holds Series 65 and Series 63 licenses and has been with Money Concepts Capital Corp since 2017. Prior to his advisory career, he worked for over a decade in the food service industry. Outside of his advisory role, he is involved in health insurance sales, health equipment sales, serves as a referral partner, and holds a leadership position as a BNI chapter president. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, utilizing both proprietary and third-party managed portfolios, and operates alongside Money Concepts Capital Corp. as a broker-dealer and insurance general agency.