Sanctuary Advisors, LLC is a registered investment advisor firm established in 2015, based in Indianapolis, Indiana. The firm offers investment advisory services to entities, institutions, and individuals through a network of investment advisor representatives (IARs). Sanctuary Advisors is a wholly owned subsidiary of Sanctuary Wealth Group, LLC. The firm's services include financial planning, portfolio management for individuals and businesses, and portfolio management for institutional clients. Most IARs are dually licensed to offer both investment advisory and brokerage services. Sanctuary Advisors acts as a fiduciary when providing investment advisory services, offering discretionary and non-discretionary services through various programs like Advisor Directed, Separately Managed Accounts (SMAs), and Unified Managed Accounts (UMAs). Clients can request reasonable restrictions on account management. The firm's fee structure is generally a percentage of total assets managed, with a maximum fee of 2.75%. Sanctuary Advisors discloses potential conflicts of interest, such as compensation based on fee revenue generated and the receipt of referral fees. The firm's investment strategies cover a wide range of securities products, including equities, fixed income securities, mutual funds, ETFs, options, and alternative investments. Clients are informed about the risks associated with investing, such as market risks, inflation risks, and economic conditions. Sanctuary Advisors has policies and procedures in place to ensure recommendations are made in the best interest of clients and to address conflicts of interest. Clients can request a full copy of the firm's Code of Ethics and other relevant policies.

Sapient Capital, LLC is a registered investment advisor established in December 2022, specializing in wealth management services for individuals, high net worth individuals, families, trusts, estates, businesses, foundations, and endowments. The firm also offers investment sub-advisory services to pooled investment vehicles. As a fiduciary, Sapient Capital upholds a duty of loyalty, fairness, and good faith towards each client, seeking to mitigate conflicts of interest. The firm's investment strategies are primarily long-term focused, utilizing fundamental and technical analysis methods. Clients have the option to place reasonable restrictions on their investment portfolios. The minimum annual fee is $10,000, which may be reduced at the advisor's discretion. Wealth management fees are based on assets under management and typically range up to 1.50% annually. Sapient Capital does not participate in soft dollar programs and does not receive compensation for securities transactions. The firm recommends Pershing Advisor Solutions as a custodian and engages Broadridge for proxy voting assistance. Clients' personal information is protected through physical, procedural, and electronic security measures, and the firm does not sell non-public personal information. Sapient Capital's Privacy Policy ensures the confidentiality and security of clients' personal information, with periodic revisions provided to clients. Clients have the right to limit the sharing of their personal information for marketing purposes. For any inquiries or to obtain a copy of the current Privacy Policy, clients can contact Sapient Capital at (317) 719-0157.

Global Atlantic Investment Advisors, LLC is a financial advisory firm based in Indianapolis, Indiana. It currently has approximately $2,863,035,757 of assets under management and employs about 15 people. Global Atlantic Investment Advisors, LLC uses a fee structure of and a percentage of assets under your management.

Bedel Financial Consulting, Inc. is a registered investment adviser established in 1989 and incorporated in 1993. The firm specializes in providing customized portfolio management and financial planning services to individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. Bedel Financial Consulting, Inc. operates as a fiduciary, obligated to act in the best interest of clients at all times. The firm manages client assets on a discretionary basis totaling $1,808,290,368 as of December 31, 2022. For managing investment advisory accounts, fees are based on assets under management and are paid quarterly in advance. The fee structure is tiered, with an annual fee ranging from 1.05% for assets up to $1,000,000 to 0.25% for assets over $10,000,000. Financial planning services are offered as part of the investment account management service, with additional financial planning available for a negotiable fixed fee. Bedel Financial Consulting, Inc. does not charge performance-based fees and does not engage in side-by-side management of accounts. The firm's investment strategies involve fundamental, technical, and quantitative analysis, focusing on various types of investments including mutual funds, exchange-listed securities, and insurance products. Bedel Financial Consulting, Inc. does not have any disciplinary events related to its business. The firm emphasizes maintaining high ethical standards and client interests through its Code of Ethics. Clients have the option to vote proxies for their securities, as the firm does not retain voting authority. Bedel Financial Consulting, Inc. values client confidentiality and privacy, ensuring that all personal and financial information is held in strict confidence. For more information, clients can contact the firm at 317-843-1358 or visit www.bedelfinancial.com.

Woodley Farra Manion Portfolio Management, Inc. is an SEC-registered investment advisory firm founded in 1995. The firm offers both discretionary and non-discretionary investment management services for clients, managing over $2 billion in discretionary assets and $35 million in non-discretionary assets as of 12/31/2024. Woodley Farra's investment strategies are generally long-term in nature, focusing on stocks, preferred securities, treasuries, municipal securities, bank CDs, and bonds. The firm offers two main portfolios: the Core Value Portfolio and the Dividend Portfolio. Woodley Farra charges fees based on a tiered schedule, with a minimum fee of $250 per quarter. Clients have the option to pay fees directly from their investment accounts or by check. The firm does not charge performance-based fees or side-by-side management fees. Woodley Farra acts as a sub-advisor for wrap fee programs and may recommend other advisors to manage certain aspects of client accounts. The firm's principals and employees are required to comply with a Code of Ethics, placing clients' interests first. Clients have the option to terminate the investment advisory contract without penalty within five business days of signing. Woodley Farra provides detailed quarterly reports to clients, including market commentary, performance reviews, and fee calculations. The firm's investment team consists of experienced professionals with various educational backgrounds and certifications, including CFA designations. Woodley Farra's principals are actively involved in supervising client accounts and ensuring compliance with industry standards.

Thurston Springer Advisors is an SEC-registered Investment Advisor affiliated with Thurston Springer Financial, offering financial planning services such as estate planning, retirement planning, and portfolio management. The firm may act as a sub-advisor to clients of other investment advisors. Clients can request additional consultation services for an extra fee, which may be waived or reduced if using Thurston Springer for brokerage or advisory services. The firm provides tailored services based on clients' financial goals and needs, allowing clients to impose restrictions on investments. Thurston Springer manages a Wrap Fee Program called "Compass Account III" and utilizes First Clearing Wrap Programs. The firm's investment strategies include Tactical Momentum, Earnings Momentum, charting, fundamental analysis, technical analysis, and cyclical analysis. Thurston Springer does not receive performance-based fees and serves individuals, high net worth individuals, corporations, and other entities. The firm does not vote proxies on behalf of clients and has no legal or disciplinary events. Clients receive quarterly account statements, and the firm does not require prepayment exceeding $1200.00 in fees per client. Thurston Springer has no financial commitments impairing its ability to meet client obligations and has not been subject to bankruptcy proceedings.

Column Capital Advisors, LLC is a financial advisory firm based in Indianapolis, Indiana. It currently has approximately $1,206,325,951 of assets under management and employs about 22 people. Column Capital Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Sheaff Brock Investment Advisors, LLC is a financial advisory firm based in Indianapolis, Indiana. It currently has approximately $1,049,299,577 of assets under management and employs about 25 people. Sheaff Brock Investment Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Spectrum Management Group, LLC, operating as Spectrum Wealth Management, is an Indiana corporation established in March 2010 and registered as an SEC investment adviser since October 2010. The firm specializes in providing personalized wealth management strategies for high-net-worth individuals and families, as well as investment management services for individual and institutional investors. Spectrum Management Group emphasizes acting in the best interest of clients and discloses potential conflicts of interest arising from its compensation structure. The firm requires a minimum investment of $1,000,000 for its wealth management services and offers an Accumulator Wealth Management service for clients who do not meet this threshold initially. Investment strategies include individual equity portfolios such as SWM All Cap, SWM Dividend Growth, and SWM Growth and Income, as well as tactical focused portfolios and sector rotation strategies. Spectrum Management Group provides comprehensive financial planning services, retirement plan advice, and consulting services for ERISA-based plans. The firm also offers family office and trust services through Spectrum Private Trust and engages in third-party money manager due diligence. Clients grant SWM discretionary authority over investment decisions, and the firm has established a Code of Ethics to ensure ethical conduct. SWM does not have custody of client assets but may arrange for fee deductions. The firm's fee structure is based on a percentage of assets under management, with fees billed quarterly. SWM does not charge performance-based fees and does not manage side-by-side accounts with different fee structures. The firm does not vote proxies for most client accounts but does so for specific stock strategies. SWM discloses its financial industry activities and affiliations, including relationships with CPA firms and third-party promoters. The firm has no reportable disciplinary actions and does not require prepayment of fees exceeding $1,200. SWM does not have custody of client assets but may arrange for fee deductions. The firm's fee structure is based on a percentage of assets under management, with fees billed quarterly. SWM does not charge performance-based fees and does not manage side-by-side accounts with different fee structures. The firm does not vote proxies for most client accounts but does so for specific stock strategies. SWM discloses its financial industry activities and affiliations, including relationships with CPA firms and third-party promoters. The firm has no reportable disciplinary actions and does not require prepayment of fees exceeding $1,200.