Clinton Seefeldt is a CFP® professional affiliated with Savvy, with 11 years of industry experience. His prior roles include positions at Provider Wealth Management, Commonwealth Financial Network, Lincoln Financial Advisors, and Centennial Group. He also serves as an independent insurance agent and is involved with The Leaders Group as an outside broker-dealer advisor. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform and third-party sub-advisers.

Jason Randlett is a CFP® certificant with 19 years of industry experience, currently serving as an advisor at Advisory Services Network since 2017. He previously worked at Schwab Private Client Investment Advisory, Inc. and Charles Schwab from 2009 to 2017. Outside of his advisory role, he is the owner and president of Randlett Financial, a business providing turnkey office and marketing solutions for financial advisors. Advisory Services Network is an enterprise firm with a network of approximately 208 independent Investment Adviser Representatives serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing around $8.6 billion in client assets with a variety of investment and advisory strategies.

Gregory Thompson is a financial advisor at Goelzer Investment Management with 30 years of industry experience. His prior roles include positions at RBC Capital Markets and Spectrum Wealth Counsel. He holds Series 63 and Series 66 licenses. Goelzer Investment Management serves private and institutional clients, providing investment advisory, asset management, consulting, and financial planning services. The firm operates through specialized teams that use proprietary research and customized portfolio construction to pursue long-term total-return objectives aligned with client risk tolerances.

Jacqueline Armstrong is a financial advisor at Oxford Financial Group, Ltd with 18 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley. Outside of finance, she manages a professional music business called The Sax Guy. Oxford Financial Group, Ltd serves ultra high-net-worth individuals, families, and institutions by providing family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation and offers both discretionary and non-discretionary investment arrangements through specialized teams and affiliated entities.

Cody Gutwein is a CFP® at Valeo Financial Advisors, LLC with one year of industry experience. Prior to joining Valeo in 2022, he worked at OneIndiana Financial Group and Inotiv, Inc. in 2021 and held positions at Purdue and Frontier High School. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm employs a strategic asset-allocation framework with tactical adjustments and offers services including model portfolios and pro-bono planning for nonprofits.

Gavin Stephens is a CFA® charterholder with 12 years of industry experience and has been with Goelzer Investment Management since 2014. He holds a Series 65 license and participates as a non-board member of the Marketing Committee for Fairbanks Hospital. Goelzer Investment Management serves private and institutional clients across multiple sectors, offering investment advisory, asset management, consulting, and financial planning services through three specialized teams. The firm employs proprietary research and customized portfolio construction to meet long-term total-return objectives and provides tailored solutions for complex estates, alternative investments, and professional athletes.

Jacob Woodward is a CFP® professional with eight years at Valeo Financial Advisors, LLC and five years of industry experience. He joined Valeo Financial Advisors in 2018 after completing his studies. Valeo Financial Advisors is a registered investment adviser managing approximately $13 billion in assets for individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm focuses on strategic asset allocation with tactical adjustments and uses independent managers and third-party research sources to support portfolio management.

Ronald Morgan is a financial advisor at Archer Investment Corporation with 31 years of industry experience. He holds the PFS™ and Series 63 designations. His prior experience includes roles at Avantax Investment Services, Inc., Jackson National Life Insurance, and operating his own tax preparation and accounting firm, Ron Morgan EA CPA & Associates, LLC. In addition to his advisory work, he is an independent insurance agent. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm employs a diversified investment approach tailored to client needs, combining discretionary management with model-driven strategies.

Benjamin Cloud is a financial advisor at Goelzer Investment Management with three years of industry experience. He holds a Series 65 designation and has previously worked at Axia Advisory and INVST. Goelzer Investment Management serves private and institutional clients, including high-net-worth families, foundations, and governmental entities, providing investment advisory, asset management, consulting, and financial planning services. The firm operates through three specialized teams offering proprietary research and customized portfolio construction to support long-term return objectives aligned with client risk profiles.

Hal Armstrong V is a CFP® professional with Valeo Financial Advisors, LLC in Carmel, IN. He joined Valeo Financial Advisors in 2023 and has held positions at Indiana University and Carmel High School prior to his current role. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients by providing comprehensive financial planning and portfolio management. The firm uses a strategic asset allocation investment approach with tactical adjustments, employs independent managers when appropriate, and maintains ongoing portfolio monitoring.

Aymen Kaboub is a financial advisor at Apollon Wealth Management, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Goldman Sachs Personal Financial Management, BMO Harris Financial Advisors, Cetera, and Charles Schwab. Kaboub serves on the boards of the Newfields and the Carmel Symphony Orchestra, both non-investment related organizations. Apollon Wealth Management is a multi-team SEC-registered adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, employing a combination of centrally managed model strategies and locally managed portfolios tailored through a network of investment representatives.

Mason Heyde is a Series 65-licensed financial advisor with 14 years of experience, currently serving clients at Archer Investment Corporation since 2012. He is based in Carmel, Indiana. Archer Investment Corporation provides investment management primarily to individual clients of various net-worth levels through separately managed accounts and proprietary mutual funds. The firm also collaborates with accountants and CPAs within a multi-branch independent contractor model and manages over $1 billion in discretionary assets.

Mark Miracle is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including long-term roles at LaSalle St. Investment Advisors since 2015 and LaSalle St. Securities since 2002. Outside of advisory work, he is involved in insurance sales through Miracle Insurance Source Inc. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs and utilizes a broad asset mix that emphasizes non-discretionary management, serving a diverse client base with tailored investment solutions.

Erich Stout is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2018. Prior to joining Valeo, he worked for five years at Column Capital Advisors. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and corporate clients, managing approximately $13 billion in assets through comprehensive financial planning and portfolio management. The firm emphasizes strategic asset allocation with tactical adjustments and incorporates independent managers as appropriate, while also offering a simplified model portfolio option called Valeo Essentials.

Claire Amick is a CFP® with seven years of industry experience. She currently works at Facet, where she has been since 2026, and previously spent eight years at THE Vanguard Group, Inc. There are no additional notable outside activities reported. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm uses model-based asset allocations focused on exchange-traded funds and employs technology-driven processes, including machine-learning algorithms, to optimize portfolio management.

Melia Krumm is a financial advisor at Oxford Financial Group, Ltd with 21 years of industry experience and holds a Series 66 designation. Her prior work includes roles at Baker Hill, ACA Compliance, Sanctuary Wealth, and Merrill. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals and families, institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments through a diversified asset allocation approach across public and alternative asset classes.

Nicholas Weyhmueller is a CFP® professional with experience at Valeo Financial Advisors, LLC and Baldwin Financial Advisors, LLC, beginning his advisory career in 2023. Prior to entering financial advising, he worked in recreational and fitness roles, including at True Lacrosse and Sachs Recreation Center. He has also been a full-time student for an extended period. Valeo Financial Advisors is a registered investment adviser managing approximately $13 billion in assets for individuals, families, trusts, estates, charitable organizations, and businesses. The firm emphasizes strategic asset allocation with tactical adjustments, uses independent managers when appropriate, and provides both comprehensive planning and lower-touch portfolio options.

Laura Wilson is a CFP® professional with seven years at Valeo Financial Advisors, LLC and four years of industry experience. Prior to joining Valeo in 2019, she was a student for nine years. 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 and access to independent managers and alternative strategies. The firm also offers scaled services and pro-bono planning to local nonprofits.

Kristina Baron is a financial advisor at Oxford Financial Group, Ltd with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Oxford since 2016. Outside of her advisory role, she serves as Vice President of the Valiant Foundation, a charitable giving organization. Oxford Financial Group serves ultra high-net-worth individuals and families, institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments through a multi-team, diversified asset allocation approach.

Rand Holyoak is a financial advisor at Archer Investment Corporation with 14 years of industry experience. He holds a Series 65 designation and has been with Archer Investment Corporation since 2012. Holyoak is also involved with Holyoak & Company, LLC, where he has worked since 2009. Outside of his advisory roles, he is an owner and officer of Sevenoaks, LLC, a real estate investment company, where he manages accounting and rental operations. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and The Archer Funds. The firm operates within a multi-branch model serving advisors and offers diversified portfolios across equities, fixed income, mutual funds, ETFs, and options.