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.

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.

George Cassiere is the principal of PACE Financial Group, LLC in Fishers, IN, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PACE Financial Group since 2002. In addition to his advisory role, he serves as a trustee for three Employee Stock Ownership Plans (ESOPs) and performs business valuation and corporate consulting work. PACE Financial Group provides investment advice primarily to privately held business owners, individuals, trusts, estates, and corporations. The firm focuses on fundamental security analysis and a long-term, income-oriented investment approach, with specialized services related to ESOP formations, business valuations, and corporate finance advisory.

Charles Shearman is a CFP® with 24 years of industry experience and is the sole advisor at Prospero Financial Planning, LLC. He has been associated with Castle Advisory Group, LLC since 2000. Prospero Financial Planning is an independent registered investment adviser serving individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers modular financial planning, discretionary and non-discretionary portfolio management, and pension consulting, using fundamental analysis and a range of investment strategies.

Scott Dunlap is a financial advisor with Human Capital Wealth Management in Fishers, IN, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Northwestern Mutual and WPFG/MassMutual. Outside of advisory work, he owns Urban Upscale Real Estate & Urban Upscale Holdings, where he is involved in real estate acquisitions. Human Capital Wealth Management serves individuals, families, corporations, and businesses with investment management, financial planning, and business-oriented services such as fractional CFO and business coaching. The firm offers tailored investment strategies combining passive and active vehicles, and provides educational seminars and speaking engagements, with a service mix that includes institutional portfolio management and business consulting.

Jason White is the principal advisor at Dynamic Legacy Planning in Greenfield, IN, holding Series 63 and Series 65 licenses with seven years of industry experience. He also owns and practices at Dickmann Reason Bogigian & White, where he provides estate planning and elder law services. Dynamic Legacy Planning serves individual and high-net-worth clients, offering discretionary and non-discretionary asset management alongside comprehensive and project-based financial planning. The firm customizes investment strategies based on client objectives, time horizons, and risk tolerance, incorporating fundamental and technical analysis with a variety of investment approaches.

Keely Butrum is a financial advisor with Lion Quest LLC in Greenfield, IN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her prior roles include positions at Raymond James & Associates and Hancock County Government. Outside of finance, she is a co-owner of Elegance Outdoor, a landscaping business. Lion Quest LLC provides portfolio management and financial planning primarily to individuals and high-net-worth clients, as well as corporations and charitable organizations. The firm employs a multi-method investment approach and offers tailored programs with regular account reviews and reporting.

Paul Coan is a CFP® and ChFC® credentialed financial advisor with 25 years of industry experience. He has been with Sheaff Brock Investment Advisors, LLC since 2014 and is currently the sole advisor at Raton Wealth in Fishers, Indiana. Outside of advising, he is the owner, managing partner, and editor in chief of Ploutos Communication LLC, an educational publishing company. Raton Wealth is an independent registered investment adviser managing approximately $18 million for about 15 individual clients. The firm offers portfolio management alongside wealth and estate planning services, employing tailored, active strategies within ongoing client relationships.

We combine years of education, experience, and partnership with experts in their respective fields, to provide a comprehensive, ongoing wealth management experience. With so much to consider with one’s finances, we serve as a personal CFO - teaching you what you need to know and helping you implement the advice. Primary services include cash flow planning, tax planning, retirement planning, estate planning, insurance planning, education planning, charitable planning, and investment management. In addition to the more technical and quantifiable benefits of working with Gentry Financial, clients also experience accountability, objectivity, clarity, confidence, and the peace of mind that comes with knowing a professional understands their situation inside and out. Zach was drawn to the profession because of his love for people and affinity for numbers. As a CPA, he loves to dive into each client's nuanced situation to uncover opportunities to reduce taxes and optimize growth. He also recognizes and appreciates the immense trust placed in him by his clients and cherishes the depth of these relationships. Zach and his wife love serving in their local church and playing pickleball, golf, and almost any other game with their family and friends. Visit our website to learn more or contact us to schedule a free consultation.

Robert Caird is a CFP® and Series 66 credentialed advisor with two years of industry experience. He is the principal of Caird Family Wealth Management, an independent advisory firm based in Greenfield, IN. Prior to founding his current firm, he spent nine years at GBC Wealth Management. Caird Family Wealth Management is a fee-only, independent firm providing wealth management and written financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers comprehensive planning services and acts as a discretionary portfolio manager, integrating modern portfolio theory with fundamental and technical analysis through a combination of passive and active investment strategies.

Richard Hirtle is a financial advisor at Plan Wise Wealth Group, LLC in Indianapolis, IN, holding a Series 65 designation with one year of industry experience. He has worked previously at RA Wealth Group and Able Financial Group, and is also a co-owner of RA Marketing, a marketing business he has been involved with since 2016. Additionally, he co-owns Plan Wise Insurance Group, an affiliated insurance business. Plan Wise Wealth Group, LLC provides discretionary and non-discretionary investment management and financial planning services to individual and high-net-worth clients without an account minimum. The firm employs a client-driven investment process combining fundamental, technical, charting, and cyclical analysis, and often utilizes sub-advisors and co-advisors to implement model portfolios under its overall discretion.

Linda Zimmermann is a CFP® professional with 19 years of experience, operating Linda Zimmermann Financial Planning and Counseling in Greenfield, IN as a sole practitioner since 1985. In addition to her financial advisory work, she manages a 465-acre farm in Illinois, dedicating part of her time to farm-related responsibilities. Her firm provides financial planning and discretionary investment management services to individuals, couples, and trusts, focusing on retirement income planning, education funding, debt reduction, and budgeting. The practice is noted for its hourly billing combined with discretionary management and uses personalized asset-allocation models with a preference for no-load mutual funds in smaller accounts.

Bradley Herndon is a CFA® charterholder and principal of Herndon Investment Management, LLC in Greenfield, IN, with 4 years of advisory experience and over 20 years at GBC Banking Company. He leads the firm as its sole advisor. Herndon Investment Management provides discretionary investment management and portfolio construction services to individuals, estates, trusts, charitable organizations, and endowments. The firm combines fundamental, valuation, and technical analysis to guide asset allocation and security selection, focusing on long-term returns and risk management.

Gregory Wilson is the sole advisor at G.M. Wilson Private Wealth Management Group in Fishers, Indiana. He holds Series 63 and Series 65 designations and has 23 years of industry experience. Wilson has worked at Traderight Securities, Inc. since 2004. His firm provides portfolio management and written financial planning services to individuals and high-net-worth clients, operating primarily on a non-discretionary basis with client approval required for trades. The investment approach emphasizes conservative asset allocation, large-cap dividend-paying stocks, dollar-cost averaging, and sector diversification through ETFs.

Alex Perkins is an Indianapolis, IN fee-only financial advisor, located in Fishers, IN, serving clients locally and across the country. We believe the purpose of Financial Planning is to help you use, manage, and direct your resources towards what matters most. We do our best work for three distinct groups of people: 1. We help retirees turn their life savings into a reliable income stream while also minimizing their lifetime tax burden. 2. We help business owners think through separating their personal financial situation with their business’ and either prepare for a sale or transition to the next generation. 3. We help high net worth families avoid or significantly mitigate a brutal 40% estate tax by proactively coordinating with estate planning attorneys to implement advanced planning strategies. I am a CERTIFIED FINANCIAL PLANNERTM professional, board member of the Rotary Club of Fishers, member of the Estate Planning Council of Indianapolis, and member of NAPFA, the National Association of Personal Financial Advisors. Members of NAPFA must abide by a strict fiduciary standard and are fee-only financial advisors. I live in Fishers, Indiana yet help families like you all around the country. I am married and have three beautiful children: two boys and a girl. My personal attention to helping you plan and to make smart financial decisions will give you peace of mind. That’s why I used the words “Wealth Advantage” in naming my business since I am confident my services will provide you with an advantage over other financial advisory firms.

Wendee Maniago is a financial advisor at RASP Wealth Solutions, LLC with 18 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc for 14 years. Outside of her advisory role, she is associated as an officer with Maniago Enterprises, LLC, a non-investment business owned by her husband. RASP Wealth Solutions provides personalized financial planning and investment management services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm employs a client-centered investment approach, using fundamental, quantitative, and technical analysis, and manages approximately $105.8 million for about 89 clients.

Jeffrey Sturgis is a CFP® with 20 years of industry experience, currently serving as an advisor at Brightstone Advisors LLP since 2009. He has held roles at Forum Private Client Group, Linsco/Private Ledger Corp., Sturgis Private Client Group LLC, and Sturgis CPA Group LLC since 2005. Outside of his advisory work, he is the managing partner and 100% equity owner of Brightstone CPA's LLP, a public accounting practice. Brightstone Advisors LLP serves individual and high-net-worth clients, including retirees, professional service owners, small business owners, and corporate executives, offering discretionary investment management, consulting, family office, and financial planning services. The firm integrates tax compliance and planning through its affiliated accounting practice and emphasizes a tax-aware, diversified investment approach with a family office–style service model.

Lane Lyday is a financial advisor with Harbour Wealth Partners, Inc. in Indianapolis, holding a Series 66 designation and three years of industry experience. He has been with Harbour Wealth Partners and LPL Financial LLC since 2014. Outside of his advisory work, he was involved with Late Harvest Kitchen from 2014 to 2019. Harbour Wealth Partners provides financial planning, business advisory, and Personal CFO services to individuals, families, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes long-term, tax-aware planning and portfolio risk management, offering limited-scope or project-based engagements without ongoing portfolio management or discretionary trading.

He helps you WIN in your finances. Tim Woodward is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Kingdom Advisor (CKA®) and a number-cruncher to the core. He joined the industry after a successful “first” career in engineering at Ford Motor Company and Toyota Industries. He fell in love with personal finance during his MBA coursework at the University of Michigan. The transition to the wealth management industry appealed to him because he could crunch numbers and solve analytical challenges for people instead of parts. Tim’s dedication to his clients and ability to deliver results was quickly noticed as he became Partner of another wealth management firm in just 3 years that served 150 households and managed over $250 million in assets! Tim’s commitment to putting his clients' interests first has been the cornerstone of his success. He firmly believes that everyone is on their own financial journey, and he is dedicated to helping them navigate the complexities of their finances to reach their goals. He is passionate about analyzing numbers and translating the data into simple, plain English so that clients can confidently make decisions. After a decade of serving clients, Tim felt called to launch his own firm alongside his wife, Alexis, where they could provide a more high-touch, full-service offering to families and business owners. They knew there was a major need from business owners looking for help understanding their finances and growing a profitable business. And no other wealth management firm was helping business owners to this extent while also prioritizing customer service. With the help of their incredible team, they are now able to offer business advisory services that are designed to help business owners increase their profit and cash flow. Together, Tim and Alexis have built a virtual family office that provides personal advisory and business advisory services to clients virtually all over the country. Tim loves spending quality time with Alexis and their sons Conner and Christian, serving in his church, CrossFit, and being outdoors. Ready to take control of your finances? Contact Tim at tim@blendwealth.com or visit www.blendwealth.com to schedule a Right Fit meeting.

James Miller is a CFP® with 13 years of industry experience, currently serving as an advisor at Blend Wealth since 2025. His prior experience includes roles at Osaic Wealth, Inc. for seven years and Signator Investors, Inc. for four years. Blend Wealth provides advisory services to individual clients, business owners, and employer retirement plans, focusing on investment management, financial planning, and retirement plan consulting. The firm employs a goals-based, allocation-driven investment approach emphasizing passive strategies and integrates affiliated tax and accounting services to support comprehensive wealth management.