Martin James is a financial advisor with Modern Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at World Equity Group for 14 years and has operated his own CPA firm, Martin E. James CPA, P.C., since 1997. Outside of his advisory role, he is a certified fly casting instructor and serves as secretary for the Heartland Fly Fishing Festival, Inc. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and corporations. The firm employs a centralized portfolio management approach supported by an Investment Committee and offers specialized services such as ERISA plan management and tax planning through affiliated entities.

Jonathan Byrd II is a financial advisor at CreativeOne Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining CreativeOne Wealth, he has been involved in various business ventures, including Sparrow Property Management, Go Figure Racing, Inc., and Byrd Enterprises Inc. Outside of advisory work, he has experience in property management and motorsports through his previous roles. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing strategies that include modern portfolio theory and a mix of ETFs, mutual funds, options, and select private investments.

Jacob Durbin is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 10 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Charles Schwab and Charles Schwab Bank. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser providing financial planning, investment management, retirement plan consulting, and family-office style services to individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets and integrates wealth management with coordinated tax and accounting services through its affiliation with its national accounting parent company.

Howard Rightsell is a financial advisor at United Advisor Group with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research Advisors and INVEST Financial Corp. He is also the owner of Rightsell & Company, LLC, an insurance sales business he has operated since 1983. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and recommended third-party money managers.

Yan Yu is a CFP® with four years of industry experience, currently serving as a financial advisor at Forvis Mazars Wealth Advisors, LLC. Prior to joining Forvis Mazars Wealth Advisors, Yan held positions at Fifth Third Bank, W&S Brokerage Services, and Western Southern Life. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser providing 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 coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

Phillip Foust is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked at multiple firms, including New York Life Insurance Co., The Prudential Insurance Co. of America, and LPL Enterprise. Outside of his advisory role, he leads funeral services at Jessen Funeral Home. Sound Income Strategies serves a diverse client base, including individuals, corporations, pension plans, and other advisors, offering asset management, financial planning, and ERISA plan services. The firm’s investment approach focuses on fixed-income and income-oriented strategies, actively managing portfolios through fundamental and technical analysis while offering specialized services such as family-office and special-needs planning.

Stacia Jones is a financial advisor at Silver Oak Securities, Incorporated with seven years of industry experience. She holds a Series 66 designation and has worked previously at Securities America Advisors, Securities America, and Securities Service Network. Outside of her advisory role, she is the owner of becauseOne, an online platform designed to help nonprofits communicate their needs and connect with people seeking to make a difference. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with investment management primarily discretionary and tailored to client objectives and risk tolerances.

Raymond Surenkamp is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC. His prior roles include positions at Sage Advisors, LLC and Goldman Sachs Personal Financial Management. He is also a licensed insurance agent for life, health, and annuity products. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base that includes individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, utilizing a combination of centrally managed models and locally managed portfolios across a broad range of investment vehicles.

Jon Winteregg is a financial advisor at Silver Oak Securities, Incorporated with 40 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Securities America Advisors, Inc., Securities America, Inc., and SSN Advisory, Inc. Outside of his advisory role, he consults for an online platform supporting nonprofits and serves as co-trustee on his mother's living trust. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm delivers tailored portfolio management and financial planning using both internal and third-party resources.

Andrew Penso is a CFP® professional with 20 years of experience in the financial industry. He has been with Mission Wealth Management, LP since 2005. Outside of his advisory role, he serves as a voting member on the Board of Directors at Woodstock Country Club in Indianapolis. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management, financial planning, and portfolio management primarily for affluent and high-net-worth individuals and families, along with institutional clients. The firm employs customized, typically long-term investment strategies that include ETFs, institutional mutual funds, individual securities, and alternative investments, supported by services such as tax-aware trading and ERISA retirement plan fiduciary management.

Gregory Allen is a financial advisor at Savvy with 11 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Edward Jones, and Morgan Stanley. Outside of advising, he is involved in real estate development through Allen Commercial Group. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized investment plans using a primarily index-based, long-term approach and integrates third-party fintech tools, specialized sub-adviser strategies, and tax-aware direct indexing.

Timothy Schrader is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and possessing nine years of industry experience. He has been with CreativeOne Wealth, formerly Change Path LLC, since 2017 and has a long tenure with Associated Brokerage Companies, Inc. in a brokerage capacity. In addition to his advisory role, he operates a life insurance brokerage firm serving as a national marketing organization for multiple insurance carriers. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a diversified investment approach using proprietary ETF-based models, third-party managers, boutique equity managers, and option strategies, supported by quantitative and fundamental analyses.

Dionne Banks is a financial advisor at Maia Wealth with five years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and Wal-Mart Stores, Inc. Banks is also licensed as an insurance agent with various carriers. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, using a multi-faceted investment approach that includes fundamental, technical, and cyclical analysis with a long-term orientation and regular portfolio reviews.

Hope Fry is a financial advisor at Root Financial Partners in Indianapolis, IN, holding the CFP® designation and Series 66 license with five years of industry experience. Her prior roles include tenure at Raymond James & Associates and Deerfield. Root Financial Partners provides investment management and financial planning services to individuals, high-net-worth households, trusts, estates, small businesses, and select retirement plans. The firm employs a broadly diversified, passive investment approach using index funds and ETFs, tailoring portfolios to client objectives, risk tolerance, and tax considerations.

Di Nitia Cazy is a financial advisor at Blacktower Financial Management (US) LLC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Bank of America Merrill and Fifth Third Securities. Outside of her advisory role, she is involved with Complete Compliance Solutions LLC, which provides compliance consulting services. Blacktower Financial Management (US) LLC offers financial planning and investment advisory services primarily to UK expatriates in the United States, as well as U.S. persons with retirement assets. The firm specializes in UK pension transfers and manages approximately $122.8 million in regulatory assets, focusing on non-discretionary portfolio management using mutual funds, ETFs, equities, fixed income, and third-party managers.

Ty Lindenman is a CFP® affiliated with Forvis Mazars Wealth Advisors, LLC in Indianapolis, IN. He joined the firm in 2023 and has held previous roles at FORVIS Wealth Advisors, LLC and Kansas State University Recreation Services. Lindenman’s industry experience is recent, beginning in 2023. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, and consulting services, managing approximately $12 billion in assets with an investment approach guided by committee-approved portfolios and an integration of tax and accounting services through its parent company.

Randy Jaramillo is a financial advisor at Foundations Investment Advisors LLC with four years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Foundations, he worked at Reliant Wealth Management and Simplicity Wealth, among other roles. He also serves as a pastor involved in community outreach and leadership at The Potter’s House Church in Indianapolis. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a range of analytical approaches and uses model portfolios, third-party sub-advisers, and custodians to tailor investment solutions.

Thomas Mincy is a financial advisor at Ausdal Financial Partners, Inc. in Indianapolis, IN, holding a Series 66 designation with 18 years of industry experience. He has been with Ausdal Financial Partners since 2013. Outside of his advisory role, he is involved in insurance sales through Silver Birch Capital Advisors, dedicating limited time to this activity. 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 a range of investment strategies and custodial platforms.

Bryan Richardson is a financial advisor at Consolidated Portfolio Review Corp with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Advisors Share Wealth Management, LLC and Ebh Securities, Inc. In addition to his advisory role, he is a self-employed insurance agent specializing in life and health insurance products. Consolidated Portfolio Review serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans by offering discretionary and non-discretionary managed accounts, financial planning, and access to third-party sub-advisors. The firm’s investment approaches include strategic asset allocation combined with fundamental and technical analysis, supporting both in-house model portfolios and independent advisors.

Brian Melvin is a CFP® with 22 years of industry experience and has been with United Capital Financial Advisors since 2015. He is licensed as an insurance agent for life, health, and annuity products through United Capital Risk Management. United Capital Financial Advisors provides comprehensive financial planning and investment management services nationwide, serving individual investors, corporations, retirement plans, and institutional clients. The firm employs discretionary portfolio management with asset-allocation models and offers customized solutions including ESG and faith-based preferences.