Raymond Surenkamp is a CFP® with 32 years of industry experience, currently serving as an advisor at Apollon Wealth Management, LLC since 2026. His prior roles include positions at Sage Advisors, LLC, Goldman Sachs Personal Financial Management, and CS Capital Management Inc. He is also licensed as an insurance agent for life, health, and annuity products through United Capital Risk Management. Apollon Wealth Management is a multi-team SEC-registered investment adviser with approximately $11.56 billion in assets under management. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and retirement plans, combining centrally managed strategies with locally managed portfolios supported by a strong investment committee and technology tools.

Jon Winteregg is a financial advisor with Silver Oak Securities, Inc., holding Series 63 and 66 licenses and bringing 41 years of industry experience. His prior roles include positions at Securities America Advisors, SSN Advisory, Concourse Financial Group Securities, and Langdon Shaw Associates. Outside of his advisory work, he consults for becauseOne, LLC, an online platform supporting nonprofit charitable organizations, and is involved in family trust and estate matters. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and estates through a network of over 100 financial professionals. The firm offers a range of advisory programs focused primarily on discretionary investment management tailored to client objectives and risk tolerances, utilizing a combination of individual securities, ETFs, mutual funds, and strategist models.

Richard Bousum II is a financial advisor at StoneX Advisors Inc. with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with StoneX Advisors and StoneX Securities since 2014. Outside of his advisory role, he provides IT consulting services through RSNetworking and works as an insurance agent for term life, Medicare supplement, and prescription drug plans. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA plan consulting through a combination of independent advisors and an in-house Private Client Group. The firm utilizes multiple account structures and model-based solutions, employing both proprietary and third-party investment strategies.

Matthew Postell is a financial advisor with Modern Wealth Management, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at LPL Financial LLC, Centra Credit Union, Fidelity Brokerage Services LLC, and JP Morgan Securities LLC. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm employs a centralized Investment Committee and utilizes model portfolios and third-party managers to guide investment decisions.

Andrew Penso is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP in Indianapolis, IN, where he has worked since 2005. He is a member of the Board of Directors at Woodstock Country Club. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing integrated wealth management, financial planning, investment management, and consulting services that include tax, estate, and retirement plan advisory work. The firm employs a comprehensive approach incorporating a variety of investment vehicles and specializes in both individual and institutional advisory roles.

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 with Maia Wealth in Indianapolis, holding a Series 66 designation and six years of industry experience. She previously worked at Edward Jones and Simplicity Wealth and has an extensive background with Wal-Mart Stores, Inc. Outside of advising, Banks is also a licensed insurance agent. Maia Wealth provides investment management and supervisory services to individuals, trusts, estates, and businesses, offering a range of strategies that include mutual funds, ETFs, and individual securities. The firm employs a blended investment process incorporating fundamental, technical, and cyclical analysis and integrates technology-driven solutions alongside traditional advisory oversight.

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.

Ty Lindenman is a CFP® professional with experience at Forvis Mazars Wealth Advisors, LLC since 2023. Prior to joining the firm, he worked at Kansas State University Recreation Services. Forvis Mazars Wealth Advisors provides financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofits. The firm emphasizes customized asset allocation, combining active and passive strategies within a diversified portfolio framework, and operates as a subsidiary of a national accounting and professional services firm.

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 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Advisors Share Wealth Management, LLC and EBH Securities, Inc. In addition to his advisory role, he operates as a self-employed insurance agent providing life and health insurance products. Consolidated Portfolio Review serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, offering managed accounts, financial planning, and access to third-party sub-advisors. The firm’s investment approach includes strategic asset allocation with fundamental and technical analysis, supporting both proprietary model portfolios and third-party advisor allocations.

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.

Elizabeth Tuinstra is a financial advisor with Larson Financial Group, LLC in Indianapolis, IN, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Edward Jones, Grand Canyon University, and Farmers & Merchants Bank. She also operated a babysitting business called Busy Bees Babysitting. Larson Financial Group, LLC 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 employs both strategic and tactical investment approaches, including model portfolios, discretionary programs, option overlays, and third-party money manager recommendations.

Jonathan Buckley is a financial advisor at Forvis Mazars Wealth Advisors, LLC in Indianapolis, IN, holding a Series 65 credential with nine years of industry experience. He previously worked at CenterPoint Wealth Management, LLC from 2016 to 2022, and has been with the Forvis Mazars firms since 2022. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, providing comprehensive financial planning, investment management, and consulting services. The firm’s approach emphasizes customized asset allocation, portfolio diversification, cost control, and combines active and passive strategies, supported by an integrated client-education and communication program.

Richard Williams is a financial advisor at Foundations Investment Advisors LLC with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Madison Avenue Securities, Inc. for 15 years. Williams is also the owner of RDW Financial Group, an insurance sales business that operates alongside his financial planning practice. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers tailored advice using model portfolios and an asymmetric rebalancing approach, employing a mix of fundamental, technical, and cyclical analysis.

Dennis Meyer is a CFP® professional with 38 years of industry experience, currently serving at First Heartland Consultants, Inc. in Indianapolis, where he has worked since 2004. He is a board member of the Columbus Model A Club, a nonprofit car club. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities, offering financial planning, model-based management for 401(k) accounts, and asset management solutions through a network of independent investment adviser representatives.

Ryan Roller is a financial advisor with United Capital Financial Advisors in Indianapolis, IN, holding a Series 65 designation and 13 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 a diverse client base, including individual investors, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management with asset-allocation models and offers customized strategies, including ESG and faith-based options, supported by proprietary technology and research.

Andrew Riis is a financial advisor at Redhawk Wealth Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Able Financial Group for six years. Outside of advising, he is a 50% owner of Reachout Marketing, LLC, a marketing agency. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, families, estates, trusts, retirement plans, and charitable organizations. The firm emphasizes strategic and tactical asset allocation across multiple asset classes and offers services such as multi-generational wealth planning and separately managed accounts.