Thomas Kopelman

Human Capital Wealth Management is a fee-only fiduciary firm for people who have worked hard, saved well, and want to know they are going to be okay. Most of my clients are at or near retirement, or building hard toward it. What they share is that they are done being sold to. As a fee-only fiduciary, I do not sell products and I do not earn commissions. You pay me directly, so I only ever sit on your side of the table. My focus is retirement income, tax strategy, and protecting the people you love, including steady guidance through the hardest transitions, like divorce in retirement or the loss of a spouse. That means turning what you have built into a dependable paycheck, keeping more of your money out of the IRS's hands through smart Roth conversion and tax planning, and investing with discipline using a low-cost, evidence-based approach instead of guesswork or hot tips. I keep my practice small on purpose, so when you call, you get me. If you have ever left a big-name advisor feeling like a number, this is the opposite of that. You built the wealth. My job is to help you keep it, grow it wisely, and enjoy it.

David Hamilton Jr. is a financial advisor at Hamilton Wealth, LLC with six years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Northwestern Mutual Investment Services LLC and MassMutual Life Insurance Company. Prior to his advisory career, he was employed at NEXT Sports and Rowe and Hamilton. Hamilton Wealth, LLC provides discretionary asset management, retirement-plan advisory, and financial planning services to individuals, high-net-worth clients, trusts, and business entities. The firm emphasizes portfolios aligned with client goals, time horizons, and risk tolerances, using a combination of fundamental and cyclical analysis alongside both long- and short-term strategies.

Drawing on nearly two decades of experience serving clients, Ryan helps you coordinate and prioritize your life and wealth goals to help you confidently catalyze financial freedom. Ryan helps you understand the big picture of how the various and competing components of your plan fit together while providing you with the clarity and detail you need to optimize your cash flow, reduce your taxes, avoid unnecessary risk and fully leverage your wealth to achieve your life goals and passions. Ryan is a CERTIFIED FINANCIAL PLANNER (TM) and graduate of Taylor University with a degree in Economics and Mathematics. He holds a master’s degree in Personal Financial Planning and has also studied International Economics at Oxford University in England. Ryan, his wife, Kathryn, and their three kids live in Carmel, Indiana, where they are active members in their local community. When away from the office, Ryan enjoys coaching sports, serving in the children’s ministry at his family’s church, playing basketball, hiking and biking with his family, and hopes to one day convince his wife to do an RV vacation out West. Catalyze Wealth Management provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and businesses. The firm integrates investment advisory services with legal- and accounting-adjacent offerings, including in-house tax and bookkeeping services and educational seminars, while primarily utilizing low-cost index funds and ETFs with a systematic risk management approach.

Edward Argus is the principal of Argus Efficient Capital, LLC, holding Series 65 and Series 66 licenses with two years of industry experience. He has served as Investment Officer of Risk at Indiana University Health since 2020 and as Executive Director of the CFA Society Indianapolis since 2023. His prior experience includes twelve years with SEI Family Office Services and a year at Waddell & Reed. Argus Efficient Capital provides discretionary portfolio management to individuals, high-net-worth clients, and other advisers, focusing on dynamic asset allocation primarily using ETFs and mutual funds. The firm combines modern portfolio theory with quantitative and technical analysis, offering both long-term and short-term trading strategies and acting as a subadviser to unaffiliated advisers.

Brent Foster is a financial advisor at Northbound Wealth with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including J.P. Morgan Securities and JPMorgan Chase. Outside of advisory work, he is the Founder and CEO of Foster & Friends LLC, which offers a podcast and marketing consulting, and the Owner and author at Northbound Stories, LLC, a children’s book publishing venture. Northbound Wealth serves individual clients, employer plan sponsors, charitable organizations, and other institutional clients. The firm employs a predominantly passive, Modern Portfolio Theory-based investment approach using low-cost index funds and ETFs, complemented by fundamental and technical analysis when appropriate, and maintains an active client-education program including seminars, speaking engagements, and media content.

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.