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 of SunRift Capital Partners LLC and holds a Series 65 designation with 14 years of industry experience. His prior work includes roles at Legacy Wealth Management and various independent capacities since 2015. Outside of his advisory role, he is involved as a managing member of Granite Park Capital and works as an insurance agent with Retirement Income Consultants. SunRift Capital Partners is an independent investment adviser serving primarily individuals, high-net-worth clients, and charitable organizations. The firm provides discretionary asset management, financial planning, and educational seminars, employing fundamental, technical, and cyclical analysis to tailor investment programs to clients’ goals and risk tolerance.

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.

Gregory Whicker is a CFP®, CFA®, and PFS™ with six years of industry experience. He is the sole advisor at Whicker Wealth Management, LLC, an independent firm he founded in 2026. Prior to establishing his practice, he worked at LJI Wealth Management, Denali Wealth Management Advisors, and BGBC Partners. His background includes formal graduate accounting education and experience as a tax manager at an accounting firm. Whicker Wealth Management provides discretionary investment management and comprehensive financial planning primarily to individuals and high-net-worth clients. The firm emphasizes asset-allocation driven portfolios using Modern Portfolio Theory and passive instruments, integrating ongoing financial planning into client relationships with regular portfolio supervision.

Jeffrey Binkley is the principal of Binkley Wealth Management Group LLC, an independent firm based in Avon, Indiana. He holds Series 63, 65, and 66 licenses and has 17 years of experience in the financial industry. He has led his firm since 2010. Additionally, he is a licensed insurance agent. Binkley Wealth Management Group LLC provides investment supervisory services and one-time financial planning primarily to individual clients. The firm uses a blend of charting, fundamental, technical, and cyclical analysis with both long- and short-term trading approaches, managing approximately $6.7 million in non-discretionary assets.

Jared Defore is a financial advisor at Onward Fi, LLC with 11 years of industry experience. He holds the CFP®, PFS™, and Series 65 designations. Prior to founding Onward Fi in 2023, he worked for nine years at Market Street Wealth Management Advisors, LLC. Onward Fi serves individual clients by providing combined investment management and comprehensive financial planning services. The firm employs a primarily passive investment approach using index mutual funds and ETFs, supplemented by various analytical methods to guide asset allocation, while focusing on tax efficiency and periodic rebalancing.

Edward Gunnell is the principal of Gunnell Financial Planning in Plainfield, Indiana, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at HBC Wealth Management and Cetera Advisors LLC. Outside of financial advising, he serves on the board of directors for Harper Brown Capital and works as a youth soccer referee. Gunnell Financial Planning provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and corporations. The firm emphasizes asset allocation using diversified portfolios of no-load mutual funds and ETFs, offering fee-only advice alongside tax and insurance-related services.

I'm Alan Skillern. I'm from a tiny town in west central Indiana. My goal is to help people just like I help my family. I'm a CFP® professional and I picked up my MBA while I was at Ball State. I've worked in a few firms but I never sold a financial product or taken a commission. I don't have any desire to push products to people who are looking to secure their family's future. I have picked up a set of skills, including: a deep knowledge of estate planning, mindfulness around taxes, and the ability to build a killer financial plan. Best Case Financial is built around the idea of neighbors helping neighbors. I've seen too many cases of people being treated un-neighborly and I want to do my part to tip the scale in the other direction.

Steven Heinekamp is a CFP® and ChFC® with 32 years of industry experience. He is the principal of Heinekamp Financial Planning & Tax Service LLC in Brownsburg, IN, and has worked in financial planning and tax services since 1991. He also prepares business and individual tax returns as part of his practice. Heinekamp Financial Planning & Tax Service primarily serves individual clients, small businesses, and exempt organizations, offering comprehensive financial planning, investment management, retirement and estate planning, insurance analysis, and year-round tax preparation. The firm uses classic financial-planning models and integrates tax analysis into its planning, with periodic reviews and a focus on asset allocation tailored to clients’ life stages and risk tolerance.

Michael Heinekamp is a CFP® professional with 15 years of experience in financial advising. He has been with Heinekamp Financial Planning & Tax Service LLC since 2016 and is also involved with SCH Enterprises Inc. outside of his advisory work. Heinekamp Financial Planning & Tax Service primarily serves individual clients, small businesses, and exempt organizations, offering comprehensive financial planning, investment management, retirement and estate planning, insurance analysis, and year-round tax preparation. The firm uses classic financial-planning models with basic asset allocation tailored to client circumstances and integrates tax analysis into its advisory services.

Daniel Heinekamp is a CFP® professional with 13 years of industry experience. He has been with Heinekamp Financial Planning & Tax Service LLC since 2016 and also has an ongoing role at SCH Enterprises since 2012. Heinekamp Financial Planning & Tax Service primarily serves individual clients as well as small businesses and exempt organizations, offering comprehensive financial planning, investment management, retirement and estate planning, insurance analysis, and year-round tax preparation. The firm uses classic financial-planning models and basic asset allocation tailored to client-specific factors, integrating tax analysis into its advisory services.

Sarah Sepulveda is a CFP® and Series 65-licensed advisor with five years of industry experience. She currently works at An Exceptional Life Financial, LLC and previously held roles at Teach Plan Retire, AEL Wealth Management, and The H Group, Inc. An Exceptional Life Financial, LLC is an SEC-registered fiduciary advisory team managing approximately $218 million in client assets. The firm serves individuals, families, small businesses, and educational institutions with comprehensive financial planning, investment management, tax preparation support, and employee benefit plan consulting, employing a mix of passive and active strategies tailored to client goals and risk tolerances.

Christopher Herrmann is a financial advisor at Vertical Wealth, LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses with 24 years of industry experience. He previously worked at Legacy Practice Management for ten years and spent one year at First Trust. Vertical Wealth serves individuals, trusts, foundations, corporate retirement plans, and other private clients, including both high-net-worth and non-HNW households. The firm provides continuous investment advisory services and ongoing financial planning, managing discretionary portfolios primarily composed of mutual funds and ETFs under individualized investment policy statements.

Mychal Eagleson is a Certified Financial Planner® with 12 years of industry experience. He has been with An Exceptional Life Financial, LLC since 2017 and previously worked at BKD Wealth Advisors, LLC. Eagleson also teaches courses for the CFP® education program through Dalton Education. An Exceptional Life Financial, LLC is a fiduciary advisory team managing approximately $218 million in client assets, serving individuals, families, small businesses, and educational institutions. The firm combines passive and active investment strategies tailored to clients’ goals and risk tolerances, and provides comprehensive financial planning, investment management, tax support, and employee benefit consulting.

Brian Wheeler is a financial advisor at Vertical Wealth, LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has worked at Legacy Practice Management, LLC since 2011. Vertical Wealth serves individuals, trusts, foundations, corporate retirement plans, and other private clients, including both high-net-worth and non-HNW households. The firm provides continuous investment advisory services and ongoing financial planning, managing discretionary portfolios primarily composed of mutual funds and ETFs, with an investment process that combines fundamental and technical analysis within a modern portfolio theory framework.

Charles Skinner is a CFP® with 22 years of experience in the financial industry. He has worked at An Exceptional Life Financial, LLC since 2021 and has been affiliated with Watermark Wealth Management, LLC since 2013. He holds a Series 63 license and is based in Indianapolis, IN. An Exceptional Life Financial, LLC is an SEC-registered fiduciary advisory team managing approximately $218 million in client assets. The firm serves individuals, families, small businesses, and educational institutions, offering comprehensive financial planning, investment management, tax preparation support, and employee benefit plan consulting. Their investment approach combines passive and active strategies tailored to clients’ goals, time horizons, and risk tolerances.

Donald Florence is a financial advisor at Quartz Partners Investment Management with eight years of industry experience. He holds a Series 65 designation and has previously worked with Kalos Management Inc and EDU Wealth Advisors LLC. Florence is also president of Florence Wealth LLC, where he is involved in investment-related insurance sales. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries, providing model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm’s investment approach combines top-down macro analysis with bottom-up stock selection and is supported by ongoing portfolio monitoring and rebalancing.

Matthew Teeple is a financial advisor with Teeple Snyder Newsome Wealth & Tax Management in Indianapolis, IN. He holds a Series 66 designation and has 19 years of industry experience, including 18 years at Teeple Wealth Management. Teeple is a minority owner of Diamond Maps, a business based in Indiana. Teeple Snyder Newsome Wealth & Tax Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business clients. The firm offers a goal-focused investment process centered on diversified, multi-asset portfolios with strategic allocation targets, regular rebalancing, and occasional tactical tilts, alongside integrated tax preparation and accounting services.