An Exceptional Collection of Indiana Businesses
Orr Fellowship careers are fueled by Partner Companies which include dynamic, high-growth businesses of all sizes and industries.
From start-ups and scale-ups, all the way to tenured organizations, Orr Partner Companies invest in Orr Fellowship talent, with many employing Orr Fellows year-after-year.
An Innovative Group of Local Businesses
Accept an invitation to become an Orr Partner Company and join a network of over 70 future-focused businesses in Indiana.
Orr Partner Companies include dynamic, high-growth businesses of all sizes and industries, including start-ups, scale-ups, and well-established firms.
Interested organizations may apply year-round. Invitations to become an Orr Partner Company for the upcoming class of Fellows are extended in late summer/early fall.
Partner Companies Maximize Early Career Potential
“Be specific. Don’t go in just looking for a young person to slot in somewhere and then figure the role out later. This generation wants to have an impact, but they want to know exactly what that impact can and will be.”
Bo Dietrick, Orr Fellowship Board Member, Chair
President, Robert Dietrick Company
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Partner Company
The Annex Group® is a leading impact housing developer that creates market-rate, workforce, affordable and student housing communities. With a focus on providing innovative, amenitized housing in emerging markets throughout the United States, The Annex Group is headquartered in Indianapolis, Indiana.
Partner Company
Applied Research Institute works with academia, industry, and government to create a hub of national security innovation that helps solve critical defense priorities. We are building an ecosystem of economic growth that is speeding new investment and advancing partnerships, jobs and the talent pool in Indiana. We connect regional, state, and national partners through a variety of means. This includes convening research and business teams to solve emerging technical challenges for the Department of Defense. These discoveries will impact a range of critical industries including medical, transportation and many more.
Partner Company
For over 60 years Arlington/Roe has offered professional expertise, access to specialty and E&S markets, and provided our agency and company partners with stability in changing markets. Our staff of 230+ individuals brings their combined experience using triage and constant communication to underwrite and market complex insurance transactions. Close to half of our staff has a professional designation or is working towards one.
Arlington/Roe was founded in 1964 by Francis Roe, father of president and owner, James A. Roe, and is respected nationwide as a Managing General Agent and Excess & Surplus Lines Broker.
Partner Company
AI Built for Healthcare – Reimagine the Patient Journey
We’re on a mission to help humans understand humans with AI.
Empower brands with market insights, gain unprecedented visibility on call center performance, and optimize patient safety workflows to deliver positive outcomes.
Using everyday conversation already flowing through your patient touchpoints, Authenticx delivers a single source of trends and insights.
Partner Company
Most organizations find themselves wasting time dealing with daily technology issues. At Blackink IT, we proactively manage organizations’ IT and security so that they’re able to stop worrying about technology, and focus on growing their core business.
Blackink IT is a managed service provider (MSP) that is focused on supporting, maintaining, and protecting your IT Infrastructure. Our team is dedicated to helping your company optimize your technology to help grow your business. We architect custom solutions to meet each client’s unique business needs, leveraging best-in-class technology and services to deliver reliable IT solutions and business strategies. Founded in 1993, Blackink IT is an industry pioneer that is proud to be headquartered in Indianapolis, Indiana.
Partner Company
Building a legacy of undeniable impact, together.
We partner with visionary leaders to deliver significant societal impact. We create compelling solutions that transform communities, businesses, non-profits, and government. Our vision is to enable sustainable, thriving communities that make it possible for people to live their best lives.
Driven by a vision of collective impact.
We’re breaking down silos to solve your most pressing issues. We believe that real, sustainable change happens when you see the larger picture. Our specialty lies in having a wide angle-perspective, breadth of experience, and tight-knit connections.
Partner Company
At CleanSlate, we live to push the limits of the cloud and help organizations unleash the potential within. We only seek out and hire technologists who have the chops to solve complex technology challenges holding businesses back. If you’re looking for a skilled team to help you genuinely transform and meet the future head-on, we’d like to talk.
We believe that when you combine a vision with the power of technology, the sky’s the limit.
Partner Company
ClearObject is a digital transformation company with more than a decade of experience helping businesses turn data into valuable insights and tangible outcomes.
Partner Company
CAS is an outsourcing business, 100% dedicated to accounting firms. We provide you with talented offshore team members in the Philippines ranging from bookkeepers to experienced CPAs.
Partner Company
Covideo is a market leader in video messaging, used by thousands of businesses worldwide. Through Covideo, sales and service professionals can record, send and track videos across a variety of channels, allowing them to build relationships and convert leads into customers. With an emphasis on personalization and personal connection, Covideo is helping people reimagine business communication.
Partner Company
CSpring offers IT Solutions that deliver success. Business and IT consulting focused on technology, data, and business alignment. CSpring delivers solutions that align business and technology, make data accessible, and implement new technologies. Our consultants are experts, highly-experienced, and dedicated to making you successful.
Partner Company
Denison Parking is a family-owned and operated business that has been leading the parking industry since 1934.
Our approach recognizes that parking management means different things—both to the owner of a parking garage looking for a professional manager, and to the customer looking for a place to park their car. Denison is committed to meeting the parking-related needs of all types of customers. We are highly experienced in the unique issues arising from self and valet parking in many contexts, such as: Office Retail Event Municipalities Residential Developments Medical Buildings and Medical Campuses.
Denison has implemented technological advancements in every practical and economically feasible respect for the benefit of both garage owners and the parking customer. Denison is committed to providing the highest quality parking and parking management services in the industry to our customers and clients.
Partner Company
dormakaba is one of the top three companies for access control and security solutions in the global market. We provide everything you need for secure access to buildings and rooms, with over 150 years’ experience and millions of products installed worldwide. We offer a comprehensive portfolio of products, solutions, and services for everything related to doors and secure access for hotels, healthcare, education, shops, lodging, entertainment facilities, sports centers, airports, at home or in the office.
Partner Company
As a custom home builder we will listen to your every need and wish for your new home and diligently work to produce a design that you will love. Your home will also be designed with your home site in mind to take advantage of the setting and views that enhance your living quality!
Since 1986 Duke Homes Inc. has made it a point to make building your new home a pleasurable experience as well as creating new lifelong friendships. Please call us today to schedule an appointment and allow us to deliver for you!
Partner Company
We help companies navigate the complexity of a distributed go-to-market with strategic clarity, creative horsepower, and the industry expertise required to win in the market today.
For nearly two decades, Element Three has specialized in navigating the unique challenges of the B2B2X business model. We know how to align brand, marketing, and sales across your distribution channels and understand the pressures manufacturers and dealers face. Our deep expertise means faster onboarding, channel-ready execution, and access to proprietary audience insights. With Element Three, instead of explaining your model, you spend it advancing it.
Partner Company
To serve and enrich the lives of each other, our families and everyone we touch. To continually grow as people, in our practices and our financial strength. Our designs are different, our philosophy of serving our customers and our community is different. The way we do business is different. Being different is by design for us and it defines us in almost every way. It is very intentional and at the core of how we design and build our homes and serve our customers everyday.
Partner Company
ETU is the leading learning platform that creates realistic, ‘learning by doing’ simulations that enable skills mastery for every participant, and the data to prove it.
Our platform connects learned skills and performance using verifiable data. Through immersive learning simulations, ETU combines the benefits of scenario-based learning with rapid, scaleable delivery. L&D and talent leaders receive validated evidence of acquired skills, so they can build effective strategies based on facts.
Partner Company
We don’t just move freight—we move businesses forward. At the core of our company is a commitment to delivering unmatched peace of mind. Through our dedicated fleet and experienced drivers, we promise stable capacity, clear communication, and exceptional service every step of the way.
Community Partner
Forty5 is a boutique production company based in Indianapolis. Locally owned, Forty5 is dedicated to creating unforgettable live music experiences in the city’s most beautiful and unique spaces. Orr Fellowship is proud to host our Monthly Meetings at Forty5’s venue, Turntable.
Partner Company
frēijē Engineered Solutions Company is a top-tier solutions provider committed to maximizing your HVAC, refrigeration, plumbing, and electrical system’s performance while reducing the total cost of operation. With nearly 50 years of experience, we understand that efficient, reliable systems are critical to your operations. That’s why we offer proven, custom solutions for industrial and commercial facilities that improve energy efficiency, minimize downtime, and extend the lifespan of your equipment.
Partner Company
Empowered to help business and technology thrive. Our experience provides deep technical knowledge where companies need it most to meet the demands of diverse marketplaces. We provide critical guidance and solutions to achieve each client’s unique business objectives and realize its vision for the future.
Partner Company
In 2011, hc1 was born, because our founder believed every patient should be treated as a unique individual. For more than 10 years now, hc1 has been transforming lab data into personalized healthcare insights®. Today, the hc1 Precision Health Cloud™ connects patient health data sources from various silos in health IT to uncover actionable signals across patient populations and cohorts that inform individual patient care decisions.
Partner Company
We are on a mission to create safe, connected, school communities. Say goodbye to traditional behavior tracking and say hello to a suite of tools designed to encourage empathy, understanding, and positivity in the classroom.
Our vision is to enable well-being and positive relationships within every school community. We work with schools to support behavior of all sizes: from the students to classrooms, across schools and throughout districts.
Partner Company
The Hylant mission is to strengthen and protect the businesses, employees and communities of our client family by embracing them as our own. Whether you are a Fortune 1000 company or a small, family-owned business, Hylant has professionals committed to your specific insurance and risk needs.
Partner Company
Indiana Auto Care owns and operates 15 automotive service centers around the state; repairing or maintaining over 130,000 vehicles a year. IAC is family-owned and operates with a small leadership team. In the past 3 years, IAC has grown its revenue by 50% and more than doubled its bottom line. The company is always innovating when it comes to retail marketing, data analytics, store operations, and technological enhancements. IAC has acquired three new service centers in the past year, remodeled and expanded three existing centers, and has the goal of establishing four more locations in 2022.
Partner Company
In 2021, IND served more than 7.1 million business and leisure travelers. IND is consistently ranked, year after year, as the best airport in North America and the nation, based on ease of use, passenger amenities, customer service, local retail offerings, and public art. The airport is home to the world’s second-largest FedEx operation and the nation’s eighth-largest cargo facility.
Partner Company
An award-winning design / build electrical contracting firm.
At InPwr Inc., we combine forward-thinking concepts, unique solutions, and efficient design to deliver exceptional results for your project and your community. Our award-winning design/build electrical contracting firm is licensed in nearly all 50 states, with a broad portfolio of projects from around the nation.
The dedicated engineers, project managers, designers and field electricians that join our team of experts unite around one goal: BUILD IT BETTER! With relentless dedication to exceeding standards for quality, efficiency, and performance, we consistently create industry-leading solutions even in the most complex applications.
Partner Company
Kiwanis International is a global community of clubs, members and partners dedicated to improving the lives of children one community at a time. Today, we stand with more than 550,000 members from K-Kids to Key Club to Kiwanis and many ages in between in 80 countries and geographic areas. Each community has different needs, and Kiwanis empowers members to pursue creative ways to serve the needs of children, such as fighting hunger, improving literacy and offering guidance.
Partner Company
We’re KSM, a leading advisory, tax, and audit firm providing the inspiration, insight, and technical expertise you need to help you achieve your next great thing.
For decades, KSM was known as Indiana’s go-to tax and audit firm – a reputation we continue to hold to this day. But our reputation and reach have grown. Today, we have multiple offices and serve an impressive roster of clients across the nation who count on us to be their trusted advisors.
Partner Company
Liberty Fund is a private educational foundation established to enrich the understanding and appreciation of the complex nature of a society of free and responsible individuals.
Liberty Fund publishes insightful books, conducts engaging conferences, and offers thought-provoking online resources. These programs focus on the intellectual heritage of individual liberty from ancient times through our own. Liberty Fund does not engage in political activity or advocacy, nor in policy making.
Partner Company
We are not just in the business of selling Cadillac models and providing solutions to all your Cadillac needs – we serve Carmel, Westfield, Noblesville, Indianapolis, Anderson, and beyond by creating lifelong fans of Cadillac and Lockhart Cadillac. In every interaction, we are committed to a positive experience. Discover our commitment to your satisfaction when you come to Lockhart Cadillac.
Partner Company
MAVPAK is an industrial services company serving the manufacturing, warehousing and distribution community of Central Indiana. MAVPAK provides packaging design and distribution, equipment maintenance, and warehousing.
Partner Company
MDMi is a full-solutions service provider. From partnering with best-in-class software companies, to developing customer-centric integration software, MDMi works closely with organizations to understand their unique processes and goals. This allows MDMi to offer strategic and tailored data solutions and implementation services.
MDMi delivers the same spirit of collaboration to software partners, which allows us to provide clients with emerging technologies and superior service to meet their growing needs.
Partner Company
Mesh Systems is your trusted digital transformation partner, offering a comprehensive suite of Internet of Things (IoT) software, hardware, services, and solutions. Combining our engineering prowess with a dedication to being the world’s leading IoT Solutions Provider, we’re poised to propel your business to new heights of success.
Partner Company
Midcontinent Independent System Operator (MISO) is the electric grid operator for the central United States. We ensure power flows reliably and affordably across 15 states and the Canadian province of Manitoba. Additionally, MISO facilitates the buying and selling of electricity in its region and partners with its stakeholders to plan the grid of the future.
MISO’s corporate vision is both simple and transformative. It is to be the most reliable, value-creating Regional Transmission Organization (RTO).
Partner Company
Mission Critical Group (MCG) is an electrical systems and solutions provider that reduces time-to-power through its broad product portfolio, modular solutions, and more than one million square feet of U.S. manufacturing capacity. We bring design, manufacturing, and advanced services together to deliver power reliability, scalability and speed.
We serve industries with mission critical power requirements, including data centers, healthcare, oil & gas, pharmaceuticals, semiconductors and industrial facilities.
Partner Company
Model 1 (formerly Creative Bus Sales) is the blueprint for creative commercial vehicle solutions, setting the example the industry follows with a drive for continual improvement and innovation. When you’re looking for a transit solution, you want it from a company that already has the answers. That’s why we thrive in finding creative solutions – and where they don’t exist, we help create them. Because when we see an opportunity up ahead, we’re the first to go after it. Let’s move the transportation industry into the future. Together.
Partner Company
NCW is a professional recruiting and staffing company with over two decades of experience. Our team takes a customized approach to careers and workforce management by focusing on the development of our employees, the needs of our clients, and the streamlining of our processes. The NCW team brings expertise to a mixture of industries including Construction, Manufacturing, Warehouse & Distribution, and Engineering.
Partner Company
We’re more than just Salesforce consultants. We’re Salesforce experts specializing in Salesforce implementation services through the cloud. Our team is made up of Salesforce certified consultants with experience working extensively and exclusively with Salesforce.
Partner Company
Old National is a regional bank with substantial assets, based in the Midwest. Our dual headquarters are in Chicago, Illinois, and Evansville, Indiana.
Since our founding in 1834, we have kept the heart, culture and DNA of a smaller community bank. We are proud to have strong relationships with our clients and communities and an inclusive work environment that empowers our team members to deliver their best.
Our story is reflected in our clients and the communities we support. Hopeful entrepreneurs. First-time homebuyers. Parents and families. Business owners. Retirees. We are every bit as committed as we were in 1834 to exceeding client expectations and strengthening and supporting the communities that we call home.
Partner Company
At OnBoard, we believe board meetings should be simple, effective, and secure. That’s why we’re dedicated to delivering innovative governance solutions for boards, directors, and the organizations they serve. Launched in 2011, today, OnBoard serves as the board portal of choice platform for more than 6,000 organizations and their 100,000 users committees in 60 countries worldwide. With customers in financial services, higher education, professional associations, non-profit, health care, government, and public and private corporations, OnBoard is the leading choice for board management solutions.
Partner Company
Since 2008, we’ve helped nonprofits across cause areas run over 90,000 successful fundraising events and campaigns. Our auction software, online fundraising tools, and event services have empowered organizations to raise more than $8 billion for their charitable missions, and they’re raising more every day.
Partner Company
Our digital marketplaces offer a fast, easy and transparent way to sell and source used vehicle inventory—anytime, anywhere.
We bring together the leading OEMs, dealers, fleet operators, rental companies and financial institutions to match the right buyer with the right car for every lot.
And beyond the technology, our people are dedicated to helping every customer—big or small—achieve the best outcomes possible.
Partner Company
Pellegrino & Associates is a preeminent leader in the intellectual property valuation industry. Armed with employees who have owned businesses, patented inventions, and practiced law in the intellectual property industry, P&A brings a perspective unlike any other IP valuation firm. We bring educational tools, a deep understanding of the IP valuation process, expert testimony, and work experience consisting of hundreds of projects. We’ve written books on the IP valuation process, helped change standards, and educated professionals in the IP valuation industry. We provide solid reports and modeling methods that clearly define our widely accepted valuations in a wide gamut of industries.
Partner Company
At Recovery Force Health, our mission is to be a leader in providing innovative devices and digital health solutions that alleviate unnecessary barriers for healthcare professionals in the hospital and at home to improve patient outcomes.
To be a leader in providing innovative devices and digital healthcare solutions alleviating unnecessary barriers for healthcare professionals in the hospital and at-home to improve patient outcomes.
Partner Company
Remodel Health is the expert guide for employers and brokers navigating the complexities of transitioning to ICHRA (Individual Coverage Health Reimbursement Arrangement). With nearly a decade of experience in the individual health benefits space, our proprietary software and licensed health benefits experts deliver tailored solutions for businesses with 100 to 10,000 employees. Committed to best-in-class customer service, we provide hands-on support throughout the process, ensuring successful implementation and long-term success.
Partner Company
Revely is a group of experienced Marketers, strategists, and technologists that help brands maximize the value of their marketing technology and build delightful customer experiences with Salesforce.
We help Marketers harness the power of Salesforce, in concert with the entire marketing technology ecosystem, to wow customers, close more deals, and stay ahead of the latest trends.
Partner Company
Robert Dietrick Company (RDC) is an industrial solutions provider who solves problems for businesses by helping to improve safety, security, productivity, and energy efficiency.
At RDC, Orr Fellows will be responsible for owning and helping improve a company process, by collaborating within and with other departments. Whether it is in our Experience, Innovation, Operations, or Sales Team- Orr Fellows will have the opportunity see how our business operates, have access to our Executive and Leadership team and be an important stakeholder.
Partner Company
Our mission is respect and support for each customer, respect and support for each team member, and respect and support for each community we serve. With every endeavor and interaction, it’s never forgotten that it’s all about real people helping real people. Together. We are United.
Partner Company
At Ryan Fireprotection, our mission is to develop world class talent to create and maintain fire protection solutions with an unparalleled customer experience. Our knowledgeable and highly responsive team brings passion to every challenge. As Ryan has grown into one of the largest fire protection companies in the Midwest, we have remained true to our core values. Customers count on us to be honest, knowledgeable, hard-working, professional, resourceful and responsive. This dedication to our customers, our employees and the communities where we live and work has been a winning formula for over 30 years.
Partner Company
At Selerix, we help teams work smarter, communicate better, and deliver an incredible employee experience. For over two decades, Selerix has redefined benefits administration, blending cutting-edge technology with a human touch — and a team of experts committed to your success.
At the heart of everything we do is the belief that benefits administration should work for the people it serves. We’re committed to delivering seamless, innovative solutions that empower HR teams and employees while fostering meaningful partnerships built on trust and support.
Partner Company
SEP makes vital software. The kind that keeps airplanes in the sky, helps farmers feed a growing population, and makes medical devices safe—the kind where “good enough” doesn’t cut it.
So, whatever industry you’re in, bring us your toughest challenge. We’re wired to tackle what really matters—to you, to us, and to our world.
Partner Company
Share Your Genius is an award-winning, end-to-end podcast production company, working with brand leaders driven by creating lasting impact. We work with brands to create shows that build brand and engagement, grow audience, and drive demand.
Ultimately, it’s never just a podcast—we’re here to make sure your podcast content program fuels real marketing objectives and business goals by squeezing every last drop of content goodness from each effort.
Partner Company
Spry helps you market and manage your brand with absolute efficiency.
We believe the best thing a company can do for the world is continue to exist, shaping the lives of the individuals and families it touches, and we’re explicitly built to serve the sorts of businesses who invest in their people and communities.
Partner Company
We’re a modern marketing services company that is helping marketers change the way marketing gets done.
As a tech-forward consultancy, we help marketers who use Braze maximize their tech stacks, accelerate their campaign processes, improve cross-functional collaboration, and, most importantly, do better marketing.
We weave AI and automation into everything we do so that marketers can focus on maximizing their impact.
Partner Company
Since 2007, Terraboost Media has partnered with renowned retailers across the U.S., providing sanitizing wellness kiosks to bolster the health and wellness of their billions of guests, providing value to consumers nationally, regionally, and locally.
Our wellness kiosks offer advertisers an effective solution to connect with highly engaged consumers at national scale within supermarkets, drugstores, shopping malls, fitness centers, and airports, all at a low and cost-efficient CPM.
Partner Company
The Heritage Group is a fourth-generation, family-owned and privately held business managing a diverse portfolio of operating companies in construction and materials, environmental services and specialty chemicals. We employ thousands of people around the world, with operations across North America, Europe and China.
Driven by innovation and research, our in-house R&D team specializes in helping our diverse set of companies evolve and adapt to a changing marketplace by providing cutting-edge solutions and exploring new opportunities in its state-of-the-art facility in Northwest Indianapolis.
And while acquisitions, partnerships, internal expansion and startups may be our cornerstone, we’re a family company at heart—aiming to build long-term relationships with our customers, vendors and partners so we can create a safer, more enriching and sustainable world.
Partner Company
The Mind Trust invests in public education to transform lives in Indianapolis, across Indiana, and beyond. We work toward a day when income and background are no longer predictors of life outcomes.
Our work includes managing student-centered programming, growing new high-quality public charter schools, supporting existing schools and educators, and engaging the community in every region we serve.
Partner Company
Our story is one of humble beginnings and a pursuit of ingenuity. Founded in 1964, we started our journey with just two individuals and a vision to bring more to the industry. Since then, we have become one of the largest privately held insurance agencies in America, with over 250 dedicated associates serving clients in every state across the nation and over 50 countries worldwide. Our diverse range of personalized services, including commercial and personal insurance, risk management, employee benefits, retirement, compensation, and total rewards consulting, have helped us earn the trust of our clients and establish ourselves as industry leaders.
Partner Company
Your Scalable Finance Function. Topo specializes in fractional, embedded CFO, FP&A, and accounting services for early-stage companies, working with teams to navigate every step of their journey.
Partner Company
TPMA is a consulting and management firm based in Indianapolis, IN and offers extensive experience in research and planning projects for economic development, workforce and higher education clients. From its founding in 1989, TPMA has followed a vision of incorporating workforce development and education advancement approaches into the mainstream of economic development strategy. From that guiding vision has grown a firm that is engaged in all aspects of economic development planning and human capital growth – one that brings a uniquely well-rounded and balanced approach to its work.
Partner Company
At Valve+Meter, we think success for your business is not built on a specific marketing channel or tactic. You’re not going to grow your business simply with a new website or because you do the right things with your search engine optimization (SEO) or content. Success comes from an overarching strategy, supported by tests of individual components.
We manage two core variables with you: the flow of new business and the cost of each increment of new business. The “Valve” manages the appropriate rate of new business for your operations capacity. We set our pricing on the “Metered” results we generate, not the activities we pursue.
Our suite of marketing services is based upon the concept of tests. Each test–across all paid, owned and earned media touchpoints–is designed to capture buyer intent across the customer journey. Through fully integrated, personalized campaigns and experiences, we turn this intent into conversions (and then into revenue).
Partner Company
We are a dedicated team of professionals with years of experience in the excavation and utility industry. Our expertise spans a wide range of services, from site preparation and land clearing to grading and trenching. We pride ourselves on our ability to handle projects of any size and complexity, ensuring that each job is completed with precision and attention to detail.
Partner Company
At WSI Technologies, we’re committed to advancing audio and video technology through quality service and partnering in our customer’s success. As we continue to navigate digital transformation, we’re more equipped than ever to meet the evolving needs of our clients and the future needs of any industry. We don’t just sell technology; we craft solutions for innovative partnerships.
We are a growing technology firm with areas across the entire enterprise where a Fellow can contribute. We value employees who are highly engaged in life and care deeply about our mission to serve those in law enforcement, first responders, child advocacy centers and court systems. Once we learn about an Orr Fellow’s background and then understand their interests, we are able to assign them high value projects that require extensive collaboration across all levels of the organization.
Partner Company
Your Money Line is financial wellness finally made simple. We help employers help their employees with personal finance questions answered in real time, by real experts. TRUE: “Financial stress” amounts to hours and hours of lost productivity every year. — 43% of employees spend more than 3 hours a week thinking or distracted by their personal finances at work.* Navigating a global pandemic, economic unrest, and a retirement crisis, this lost time hits their employer on the bottom line. Your Money Line is powered by financial expert and author Pete the Planner®. Our dedicated Financial Concierge Team are all trained money experts, like CFP®s, AFC®s, and more.