Worth Conner

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.

Joshua Zorger is a CFP® and Series 66-registered financial advisor with 22 years of industry experience. He has been with Fortitude Private Wealth since 2017 and previously worked at Level Four Advisory Services and LPL Financial LLC. Fortitude Private Wealth is a fee-only advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate plan sponsors. The firm provides discretionary asset management and financial planning, with a focus on client-specific investment programs and an active retirement-plan fiduciary practice.

Mark Just is the principal of The Just Company in Indianapolis, IN, with 42 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Triad Advisors, Inc. for 17 years. Outside of his advisory work, he is involved in marketing through ownership of Just National Corp and educates individuals on debt reduction and financial planning via webinar presentations. The Just Company provides financial planning, investment portfolio management, and advisory services to individuals, corporations, small businesses, pension and profit-sharing plans, estates, and trusts. The firm serves clients including retirees, physicians, business owners, and corporate executives, using a tailored investment approach that incorporates market timing, technical and cyclical analysis, and various trading strategies.

Kregg Kiel is the principal of Kiel Investment Company, an independent advisory firm, and holds Series 63 and Series 65 licenses with 21 years of industry experience. He has worked at Corporate Finance Associates since 2019 as Managing Director and has held positions at Symmetrical Advisory, Placement Loop, and Canterbury Investment Management. Outside of his advisory work, he serves as a referral person for ShipSigma, a non-investment related business. Kiel Investment Company provides portfolio management, situational financial planning, and investment consulting to individuals, companies, trusts, estates, and charitable organizations. The firm uses a market-based, long-term allocation strategy primarily utilizing ETFs, tailoring portfolios through client profiles and risk questionnaires, and operates on a solo-practitioner model with discretionary and hourly consulting services.

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.

Leslie Michael is a financial advisor at Michael Associates, LLC in Indianapolis, IN, with 23 years of industry experience. He holds the PFS™ designation and Series 65 license. Michael Associates, LLC is a fee-only advisory serving individuals, trusts, and estates with financial planning, investment advice, and retirement, estate, and tax planning services. The firm emphasizes strategic asset allocation through a core-and-satellite investment approach with global diversification, operating non-discretionary advisory relationships and integrating tax-focused planning into its accounting-oriented practice.