Yan Yu

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.

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/

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.

I'm a fiduciary & CERTIFIED FINANCIAL PLANNER living in Indianapolis, Indiana but serving clients nationwide. For years I've helped individuals and families plan for retirement and other imporant financial decisions. In college, I studied economics with a concentration in finance. After college, I worked for large wealth management firm in Indiana and then a boutique financial advising office specializing in retirement planning. That firm was later acquired and after a few years working for the acquiring firm I left to start WealthGuides. As an advisor I've worked with clients age 22 to 92. While I've worked with a wide range of people, I've always found my passion was with working with people to create a plan for retirement. As an advisor I provide guidance to my clients on taxes, their investment portfolios, estate planning, & charitable giving amongst others areas. I show people where they can save on taxes and I give clarity and strategies for how my clients can maximize the potential for what they can spend on themselves and give to others. On the personal side I'm a runner, a reader, a cat dad, and a traveler. I also enjoy sipping on a nice glass of wine or whiskey.

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.

Joshua Zorger is a CFP® and Series 66-registered financial advisor with 22 years of industry experience. He is the sole advisor at Fortitude Private Wealth, where he has worked since 2017. Prior to that, he was affiliated with Level Four Advisory Services and LPL Financial from 2014 to 2017. Fortitude Private Wealth is a fee-only independent advisory firm providing discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate entities. The firm offers tailored investment programs and specialized ERISA retirement plan services, including pension consulting and fiduciary roles for qualified plans.