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.

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/

Edward Argus is the sole advisor at Argus Efficient Capital, LLC in Westfield, Indiana, holding Series 65 and 66 licenses with two years of industry experience. He serves as the Executive Director of the CFA Society Indianapolis and is an investment officer of risk at Indiana University Health. Prior to founding Argus Efficient Capital, he worked with SEI Family Office Services for 12 years. Argus Efficient Capital provides discretionary portfolio management to individuals, high-net-worth clients, and other advisers through customized Investment Policy Statements and dynamic asset allocation using ETFs and mutual funds. The firm integrates modern portfolio theory with quantitative and technical analysis, conducts monthly account reviews, and serves as a subadviser to unaffiliated advisers while adhering to a fiduciary standard for retirement accounts.

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.

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.

Corey Roberts is the principal of C.R. Retirement Strategies, LLC, an independent advisory firm based in Indianapolis, IN. He holds Series 65 and Series 63 licenses and has seven years of experience in the financial industry, including prior roles at Securities America, Inc. and National Planning Corporation. Outside of his advisory work, he has also been an independent contractor selling insurance products. C.R. Retirement Strategies serves high-net-worth individuals, trusts, and estates with services including investment advisory, portfolio management, and financial planning. The firm employs a combination of fundamental, technical, cyclical, and economic analysis in its investment process, using both active and passive strategies tailored to clients’ objectives and risk tolerance.

Daniel Reichart is a financial advisor at Evia Investment Advisors in Zionsville, IN, with 35 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Forest Securities, Inc. and Evia Investment Advisors. Evia Investment Advisors serves individual and institutional clients, providing discretionary portfolio management, financial planning, and investment consulting. The firm focuses on fundamental, bottom-up security selection combined with top-down asset allocation and risk management, typically managing portfolios of 30–45 holdings including dividend-paying stocks and individual bonds.

Michael Morris is a CFA® charterholder and holds a Series 66 license, with 18 years of experience in the financial industry. He has been the sole advisor at Two Fish Management since 2008, operating out of Zionsville, Indiana. Two Fish Management provides discretionary portfolio management to high-net-worth and accredited investors, financial advisors, and institutional clients. The firm employs a combination of fundamental, cyclical, and technical analysis across multiple strategies, incorporating options, short sales, margin borrowing, and index hedges, and offers performance-based fee arrangements and pooled private investment vehicles.

Kregg Kiel is the principal of Kiel Investment Company in Carmel, Indiana, holding Series 65 and Series 63 licenses with 22 years of industry experience. He has worked at several firms including Corporate Finance Associates, where he is currently Managing Director, and has been operating Kiel Investment Company since 1997. Outside of advising, he is involved in business consulting and serves as a referral contact for a non-investment related company. Kiel Investment Company provides portfolio management, situational financial planning, and investment consulting primarily to individuals, companies, trusts, estates, and charitable organizations. The firm follows a market-based, long-term allocation strategy using ETFs for diversification and cost efficiency, and offers discretionary management alongside hourly and one-time consulting services.

Christy Gregory is a CFP® professional with 19 years of experience, serving as the sole advisor at SYCAMORE Asset Management, LLC since 2006. Based in Zionsville, IN, she holds a Series 65 license and focuses on providing comprehensive financial planning and investment recommendations. SYCAMORE Asset Management is a fee-only, independent firm that primarily serves individual clients, including high-net-worth individuals, as well as a small number of businesses, charities, and pension plans. The firm employs an investment approach based on Modern Portfolio Theory and the efficient market framework, utilizing broadly diversified mutual funds and third-party money managers to implement client strategies.

Dustin Hunter is the principal advisor at SunRift Capital Partners LLC with 14 years of industry experience. He holds a Series 65 designation and has worked as an independent contractor and managing member of Granite Park Capital. In addition to his advisory role, he spends significant time as an insurance agent with Retirement Income Consultants. SunRift Capital Partners provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis and occasionally uses sub-advisors while offering both one-time and ongoing planning engagements, as well as public seminars and workshops on financial topics.

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.

Elwyn Hopkins Jr. is a financial advisor with Keystone Financial Advisory, LLC in Carmel, IN. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 26 years of industry experience. Hopkins has been with Keystone Financial Advisory since 2013. Keystone Financial Advisory provides investment management and financial planning primarily to individual clients through non-discretionary advice and written financial plans covering estate, tax, insurance, and retirement topics. The firm uses a client-directed approach with fundamental, technical, and cyclical analysis methods, operating on an hourly fee model without custody of client assets or third-party managers.

Richard Swartz is the principal advisor at Swartz Advisory LLC in Indianapolis, IN. He holds the CFA® designation along with Series 63 and 65 licenses and has eight years of industry experience. His prior roles include positions at Ready4, Inc., First Analysis, and Veritas Prep. Swartz Advisory LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, and business entities. The firm’s investment approach integrates fundamental, technical, charting, and cyclical analysis, supporting strategies that include option writing, active trading, and the use of derivatives and leverage.

Jesus Vasquez is the principal advisor at Vasquez Financial Consulting LLC in Carmel, IN, holding Series 63 and Series 66 credentials with five years of industry experience. He has worked at several firms including Goldstein Group Financial Advisors and Commonwealth Financial Network, and he is also owner of Vasquez Group, LLC, a tax preparation and business consulting firm. Additionally, Vasquez serves as an instructional assistant at Carmel Clay Schools. Vasquez Financial Consulting LLC provides comprehensive financial planning, business and tax consulting, fractional CFO services, and discretionary investment management to individuals, families, business entities, and retirement plan sponsors. The firm employs a mix of fundamental, quantitative, and technical analysis with a long-term trading orientation and serves as a documented ERISA fiduciary for some plan sponsors.

Andrew Durnell is the sole advisor at Perspective Asset Management, LLC in Westfield, Indiana, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has led Perspective Asset Management since 2010. Perspective Asset Management provides investment supervisory services and financial planning to individual and high-net-worth clients, advising across various instruments including mutual funds, equities, bonds, ETFs, REITs, and private placements. The firm uses a combination of charting, fundamental, technical, and cyclical analysis with both long- and short-term trading and options-writing strategies, and offers financial planning on an hourly basis.

Scott Moore is a financial advisor with Moore Private Wealth L.L.C. in Carmel, IN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior work includes ten years at Morgan Stanley Smith Barney and seven years at RBC Capital Markets, LLC. Moore Private Wealth L.L.C. provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth investors, tailoring investment strategies through a written Investment Policy Statement for each client. The firm employs a variety of analytical methods and manages portfolios across multiple asset classes, offering both long-term and short-term trading strategies.