David Hamilton Jr. is a financial advisor at Hamilton Wealth, LLC with six years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Northwestern Mutual Investment Services LLC and MassMutual Life Insurance Company. Prior to his advisory career, he was employed at NEXT Sports and Rowe and Hamilton. Hamilton Wealth, LLC provides discretionary asset management, retirement-plan advisory, and financial planning services to individuals, high-net-worth clients, trusts, and business entities. The firm emphasizes portfolios aligned with client goals, time horizons, and risk tolerances, using a combination of fundamental and cyclical analysis alongside both long- and short-term strategies.

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 founder of Argus Efficient Capital, LLC and holds Series 65 and Series 66 licenses. He has two years of experience in financial advising and has previously worked at SEI Family Office Services and Waddell & Reed. He also serves as Investment Officer of Risk at Indiana University Health and as Executive Director of the CFA Society Indianapolis. Argus Efficient Capital provides discretionary portfolio management primarily for individuals, high-net-worth clients, and other investment advisers, using dynamic asset-allocation strategies through ETFs and mutual funds. The firm combines modern portfolio theory with quantitative and technical analysis and offers account reviews at least monthly along with regular client reporting.

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 founder of C.R. Retirement Strategies, LLC, an independent advisory firm based in Indianapolis, IN. He holds the Series 65 and Series 63 licenses and has seven years of industry experience, including prior roles at Securities America, Inc. and National Planning Corporation. Roberts has also worked outside the financial industry, including positions at Powerhome Solar and DoorDash. C.R. Retirement Strategies provides investment advisory, portfolio management, retirement planning, and financial planning services primarily to high-net-worth individuals, trusts, and estates. The firm uses a combined fundamental, technical, cyclical, and economic analysis approach, employing both active and passive management tailored to client 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, an independent advisory firm based in Carmel, Indiana. He holds the Series 65 and Series 63 designations and has 22 years of industry experience, including roles at Corporate Finance Associates and several advisory firms. Outside of his advisory work, he serves as managing director at Corporate Finance Associates, providing non-investment business consulting, and acts as a referral person for ShipSigma. Kiel Investment Company offers portfolio management, situational financial planning, and investment consulting to individuals, companies, trusts, estates, and charitable organizations. The firm employs a market-based, long-term allocation strategy using primarily ETFs to diversify and lower costs, and it provides tailored discretionary management alongside hourly planning 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 sole advisor at Swartz Advisory LLC in Indianapolis, Indiana. He holds the CFA® designation as well as Series 65 and Series 63 licenses and has eight years of industry experience. His prior work includes roles 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 combines fundamental, technical, charting, and cyclical analysis to support a range of strategies, including option writing and active trading, and offers access to derivatives, leverage, and alternative investments within individualized portfolios.

Jesus Vasquez is the principal advisor at Vasquez Financial Consulting LLC in Carmel, Indiana. He holds Series 63 and Series 66 registrations and has six years of industry experience. In addition to his advisory work, he is the owner of Vasquez Group, LLC, providing tax preparation and business consulting, and he works as an instructional assistant with Carmel Clay Schools. Vasquez Financial Consulting LLC offers 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 constructs portfolios using fundamental, quantitative, and technical analysis with a long-term focus, and it provides fiduciary retirement plan services including participant guidance and employee education.

Andrew Durnell is the sole advisor at Perspective Asset Management, LLC, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab for eight years before founding his current firm in 2010. Perspective Asset Management serves individual and high-net-worth clients by providing investment supervisory services and financial planning across various instruments including mutual funds, equities, bonds, ETFs, REITs, and private placements. The firm focuses on discretionary implementation of client plans using a combination of charting, fundamental, technical, and cyclical analysis, and offers financial planning on an hourly basis without managing client assets directly.