Valeo Financial Advisors, LLC 10 W Carmel Drive, Suite 400 Carmel, IN 46032 United States Valeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times. We focus on a client’s entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning. As a result, we strive to provide the peace of mind that only comes from knowing all aspects of your financial life are working well together. All of this for one transparent fee.

With over 50 years of experience and more than $2.6 billion in assets under advisement, Goelzer Investment Management is an investment advisory firm that leverages our proprietary investment and financial planning strategies to help successful families and institutions Dream, Invest, and Live.

We believe in making a difference in employees'​ lives by helping them on a path for a successful retirement. Through our advisors, we educate and motivate 401(k) participants with informative and personalized tools that will help them improve their financial behavior while giving them access to quality investments. We value keeping total plan costs as reasonable as possible without sacrificing service. We help instill confidence in retirement plan trustees, corporate staff, and participants by guiding them through our established process. Advisory services offered through Shepherd Financial Investment Advisory, LLC or Capital Analysts, LLC, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com Shepherd Financial, LLC and Shepherd Financial Investment Advisory, LLC are independent of and not affiliated with Capital Analysts or Lincoln Investment.

Don is an Investment Advisor and Pension Consultant. Don is located in the Kokomo office. He has 30 years of investment and pension experience. Don has been with Sycamore Financial Group for 18 years.

Investment House, a leading company in the field of financial services, fund management and investment portfolios since its inception in 2001. It is a private Qatari shareholding company. It is licensed by the Qatar Central Bank and operates in accordance with the provisions of the Islamic Sharia through the Fatwa and Shari'a Supervisory Board composed of leading scholars in the State of Qatar. Since its inception, the company has played an important role at the local and regional level in creating a distinctive investment climate by promoting investment opportunities and providing innovative financial and investment solutions and services to investors. The company seeks to contribute strongly to the Qatari economy by offering a distinctive and diverse range of investment services and solutions in Qatar and abroad compliant with the principles and principles of Islamic Sharia. Long and short together, the company seeks to create investment opportunities that meet the aspirations of investors, The Investment House has a track record of achievements in many financial, investment and money management sectors, which have contributed to maximizing the wealth and savings of individuals and institutions.

Periculum Capital Company is a leading Midwestern investment and merchant banking firm, serving the corporate finance needs of growth and other middle market companies through providing mergers and acquisitions advisory services, corporate finance and capital markets services, special situations services for companies experiencing balance sheet and/ or earnings stress, and merchant banking services. The firm was founded in 1998 with the vision of bringing high levels of financial advisory and transaction skills to middle market companies. Periculum is a registered broker-dealer with FINRA through its operating subsidiary.

Storen Financial is an established independent investment and accounting firm in the Indianapolis area, headquartered in Zionsville, serving clients in 43 states. A local institution for over 50 years with a focus on team, family, and community involvement, we pride ourselves on forward thinking innovations and dedicated customer service. We offer year-round, comprehensive options that implement tax-saving strategies to help individual and business clients pursue financial goals. Professionals associated with Storen Financial may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and offer investment advice through Brass Tax Wealth Management, a registered investment advisor; or (2) solely tax professionals of Storen Tax & Financial Group Inc., and not affiliated with LPL Financial. Tax/accounting/CPA related services offered through Storen Tax & Financial Group Inc. DBA Storen Financial. Storen Tax & Financial Group Inc. is separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax/accounting/CPA related services.

Develop procedures and processes for efficient business flow, contract management for vendors, clients, and coaches. Organization of marketing presentations and materials. Client and coach communications and organization of meetings. Using WordPress and LearnDash, TalentLMS to create an Online Learning Management experience for our clients. Design and coordinate wellness programming with clients.

A comprehensive business consulting, financial planning, investing, and advisory firm working exclusively with dental practice owners nationwide.

• Indianapolis based boutique investment bank founded by former bulge bracket, Wall Street investment bankers focused on select end-markets• Completed an intense 6-month (over two summers) analyst training program while assisting on multiple capital raise, buy-side, and sell-side transactions• Examined financial data, provided comparable analyses of companies and transactions, built visuals and CIP content, and ran financial valuation models of prospective companies• Developed market knowledge from both buy-side and sell-side transactions• Worked with senior bankers to build strategy, positioning, buyer lists, and marketing documents related to transactions