Jeffery David Joyce

Drew Feutz, CFP®, is a CERTIFIED FINANCIAL PLANNER™ professional and Founder of Migration Wealth Management, LLC, a fee-only wealth management firm that specializes in providing financial planning and investment management to people in their 30s and 40s. Drew got his start in financial planning as an Intern in May 2014, began working part-time as a Financial Planning & Investment Analyst during his final semester of college, and started working as a Financial Planner full-time upon graduation. Drew graduated Summa Cum Laude from Indiana State University where he earned a Bachelor of Science with a double major in Financial Planning and Investments. During his time at ISU, Drew was a Scholar in the Networks Professional Development Program, a Service-Learning Scholar partnered with Junior Achievement of the Wabash Valley, President of the ISU Financial Planning Association Student Chapter, member of the Investment Club, and a University Honors Program student. He spent his summers during college studying abroad at the Athens Centre in Athens, Greece, interning at First Direct Logistics in Dublin, Ireland, and interning at a fee-only wealth management firm in Indianapolis. He is a Board Member for the Hendricks County Community Foundation as well as Susie's Place Child Advocacy Centers and previously served as Chair of the NAPFA Genesis Committee, Treasurer of Young Professionals of Central Indiana, and as a board member of the Indiana State University Financial Planning Advisory Board. Additionally, Drew co-founded and co-hosts the Circle City Success Podcast. Drew is also a former Fellow in Class V of the Mitch Daniels Leadership Foundation Fellowship and Member of Leadership Hendricks County Class of 2023. Read Drew's blog here: https://migrationwealthmanagement.com/blog/

Matthew Holbrook is the founder of Skyview Capital Management and holds Series 63 and Series 65 licenses with 15 years of industry experience. His background includes roles at Executive Jet Management and Jet Linx, and he is also a licensed pilot. Additionally, he works as an independent insurance agent. Skyview Capital Management provides discretionary asset management and financial planning services to individuals, small businesses, and high-net-worth clients. The firm creates tailored investment plans based on clients’ objectives and risk tolerance, employing a variety of analytical strategies and conducting regular portfolio reviews.

Stephen Highsmith is the principal of Highsmith Financial Planning, LLC in Brownsburg, Indiana, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has led his independent firm since 2009. Highsmith Financial Planning, LLC offers fee-only, hourly financial planning and investment advice focused on retirement, tax, insurance, estate, and education planning. The firm uses a fundamental, long-term, passive investment approach with low-cost index funds and emphasizes client responsibility for initiating periodic reviews.

Dustin Hunter is the principal advisor at SunRift Capital Partners LLC with 14 years of industry experience. He holds a Series 65 designation and has worked as an independent contractor and managing member of Granite Park Capital. In addition to his advisory role, he spends significant time as an insurance agent with Retirement Income Consultants. SunRift Capital Partners provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis and occasionally uses sub-advisors while offering both one-time and ongoing planning engagements, as well as public seminars and workshops on financial topics.

John Anderson is a CFP® professional with 19 years of industry experience, currently serving as the sole advisor at AFP Group, LLC. He has led Anderson Financial Planning Group, LLC since 2012. In addition to his advisory role, he works as a traditional insurance agent. AFP Group, LLC provides financial planning and portfolio management services to individuals, trusts, estates, foundations, and small businesses, with a specialization in packaged retirement-plan services for employers. The firm employs a long-term, diversified investment approach and offers employer-focused financial education, including no-cost workshops and individual employee counseling.

My path into financial planning started with a conversation that I had with my mom. When I was in my late 20s, we were talking about student loans, and she mentioned that she wished she had someone to walk her through all the different options that were available when we were figuring out how to pay for college. That comment really resonated with me. I realized I wanted to be that person for others when it comes to their finances, someone who helps them understand their choices so they can make confident decisions. I've always been drawn to math and numbers, so this work feels like a natural fit. I earned my B.S. in Mathematics from Purdue and my M.S. in Accounting from IUPUI. Over the past decade and a half in the financial services industry, I've earned my CPA, CFP, and CFA designations. What really drives me is using the skills that I've developed to help people navigate the maze of rules around investments, retirement, and taxes. We've built so many incentives to encourage retirement savings, but the rulebook that comes with them can be overwhelming. Helping clients work through that complexity is what I do best. My focus is on retirement planning, tax planning, and managing investments in a tax-efficient manner. I spend my days preparing financial plans, building retirement projections, managing portfolios, running tax projections and Roth conversion analyses, and figuring out withdrawal strategies that keep more money in my clients' pockets. What I love most about this work is getting to know my clients and becoming someone they trust. I want to be the first person they think to call when they need help or have a question. Retirement brings a lot of changes, and I find it rewarding to help clients identify what matters most to them and then build a plan to get there.