Charles Low

Phil is the Founder and Principal of Servant Capital Advisors, LLC (“SCA”), a fee-only, independent, registered investment adviser based in Central Indiana. SCA provides investment advisory services, wealth management services, and family office services to high net worth families and individuals seeking a differentiated approach to maximize their wealth. Phil founded SCA with the goal to serve others: to share his twelve years of institutional investment management experience with investment partners, high net worth families and individuals to help them grow their net worth for the primary purpose of engaging in philanthropy through impactful charitable contributions. Prior to founding Servant Capital, Phil was a Principal at Centerbridge Partners, a hybrid private equity firm and hedge fund based in New York with $25 billion in assets under management, from 2008 to 2017. At Centerbridge he invested in and served on the board of directors of companies ranging in size from $100 million to $500 million in revenues across a diverse set of industries including financial services, consumer products, industrials, and real estate. Phil began his career in investment banking at Goldman, Sachs & Co. He graduated with high distinction from Indiana University with a B.S. in Finance and Accounting and earned his MBA from the Kelley School of Business at Indiana University. He is a CERTIFIED FINANCIAL PLANNER. Phil lives with his wife and four children in Carmel, Indiana. He enjoys reading, investing, and playing golf.

Justin Castelli is a CFP® with 19 years of industry experience and is the sole advisor at Santiago.Life, an independent registered investment adviser. He has worked at RL Wealth Management, L.L.C. since 2015. Outside of his advisory role, he owns RLS Threads, an online clothing store for financial advisors, and RLS Ventures, a consulting business focused on marketing for financial advisors. He is also co-owner of The Advisor Growth Community, an online network for advisors. Santiago.Life serves individuals, corporations, and small businesses with discretionary portfolio management, financial planning, and advisory consulting. The firm conducts educational seminars and speaking engagements and manages client accounts using proprietary and third-party asset-allocation models with ongoing monitoring and monthly rebalancing.

George Cassiere is the principal of PACE Financial Group, LLC in Fishers, IN, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PACE Financial Group since 2002. In addition to his advisory role, he serves as a trustee for three Employee Stock Ownership Plans (ESOPs) and performs business valuation and corporate consulting work. PACE Financial Group provides investment advice primarily to privately held business owners, individuals, trusts, estates, and corporations. The firm focuses on fundamental security analysis and a long-term, income-oriented investment approach, with specialized services related to ESOP formations, business valuations, and corporate finance advisory.

Scott Dunlap is a financial advisor with Human Capital Wealth Management in Fishers, IN, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Northwestern Mutual and WPFG/MassMutual. Outside of advisory work, he owns Urban Upscale Real Estate & Urban Upscale Holdings, where he is involved in real estate acquisitions. Human Capital Wealth Management serves individuals, families, corporations, and businesses with investment management, financial planning, and business-oriented services such as fractional CFO and business coaching. The firm offers tailored investment strategies combining passive and active vehicles, and provides educational seminars and speaking engagements, with a service mix that includes institutional portfolio management and business consulting.

Jason White is the principal advisor at Dynamic Legacy Planning in Greenfield, IN, holding Series 63 and Series 65 licenses with seven years of industry experience. He also owns and practices at Dickmann Reason Bogigian & White, where he provides estate planning and elder law services. Dynamic Legacy Planning serves individual and high-net-worth clients, offering discretionary and non-discretionary asset management alongside comprehensive and project-based financial planning. The firm customizes investment strategies based on client objectives, time horizons, and risk tolerance, incorporating fundamental and technical analysis with a variety of investment approaches.

Keely Butrum is a financial advisor with Lion Quest LLC in Greenfield, IN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her prior roles include positions at Raymond James & Associates and Hancock County Government. Outside of finance, she is a co-owner of Elegance Outdoor, a landscaping business. Lion Quest LLC provides portfolio management and financial planning primarily to individuals and high-net-worth clients, as well as corporations and charitable organizations. The firm employs a multi-method investment approach and offers tailored programs with regular account reviews and reporting.