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.

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.

James Castagna is a CFP® with 21 years of industry experience and has been advising clients at Noble Financial Advisors LLC since 2012. He holds Series 63 and Series 66 licenses and operates as the sole advisor at his independent firm based in Noblesville, Indiana. Noble Financial Advisors LLC serves individual and high-net-worth clients by providing ongoing investment supervisory services and integrated financial planning. The firm uses a variety of investment strategies and maintains client control over trade approvals, managing all assets in-house without third-party managers.

Andrew Foster is a CERTIFIED FINANCIAL PLANNER™ professional with over 31 years of experience in the financial industry. He is the owner and sole advisor at Premiere Management and has been associated with the firm since 1993. Foster also has a long tenure at Morris Group, Inc., where he has worked since 1994. Premiere Management provides discretionary portfolio management services primarily to individuals, high-net-worth clients, and businesses. The firm employs a tactical asset allocation strategy that adjusts among broad asset classes based on short-term market outlooks and typically uses mutual funds and ETFs to implement client portfolios.

Spencer Shoemaker is a CFP® and holds a Series 65 license with six years of industry experience. He currently leads SRL Financial, an independent firm he joined in 2026 after nine years at Avalon Wealth Advisory, Inc. and a brief tenure at Raymond James & Associates. SRL Financial provides wealth management and financial planning services to individuals and high-net-worth clients, combining Modern Portfolio Theory with both passive and active investment strategies. The firm offers comprehensive planning across multiple areas including retirement, estate, tax, business, and insurance, and employs a fee-only pricing model based on client net worth and income rather than assets under management.

Philip Mcdowell is a financial advisor at Heartland Financial Planners with a Series 65 credential and nine years of professional experience. Prior to his advisory role, he was involved with Heartland Family Mediators, LLC and completed full-time law studies at Indiana University. He is engaged in legal and mediation services through a separate practice connected to the firm. Heartland Financial Planners, LLC is a state-registered, fee-only investment adviser that offers comprehensive financial planning and discretionary investment management primarily to individuals, high-net-worth clients, and small business owners. The firm emphasizes customized planning, diversified ETF-based portfolios, and tax-aware strategies while maintaining client assets with independent custodians.

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.

Treavor Dodsworth is a CFP®-certified financial advisor with 10 years of industry experience. He is the principal of Sycomore Financial, an independent advisory firm based in Anderson, IN. In addition to his advisory work, he owns and operates Monthly Financial Coaching LLC, a financial coaching business. Prior to his current roles, he has worked at NorthWest Financial Services and held various positions including at Uber and Premier Accounting Services. Sycomore Financial provides investment advisory and financial planning services to individual clients, focusing on retirement planning, tax considerations, estate planning, and small-business planning. The firm emphasizes passive, diversified portfolios with factor tilts and manages accounts on a non-discretionary basis, offering clients ongoing comprehensive planning or project-based engagements.

Mulong Wang is the principal of Erlang101 Capital Management LLC in Fishers, Indiana, with 13 years of industry experience. He holds a Series 65 designation and has led Erlang101 Capital Management since 2014. Outside of his advisory role, Wang is also the principal of I-Care Financial Corporation, an insurance agency he founded in 2006. Erlang101 Capital Management provides customized, discretionary investment management primarily for high-net-worth individuals, utilizing a combination of fundamental research, technical analysis, and global macro studies to guide portfolio decisions. The firm manages portfolios across equities, ETFs, bonds, no-load mutual funds, and derivatives, and offers performance-based fees for qualified investors alongside asset-based, fee-only arrangements.

John Grimaldi Jr. is a financial advisor with Grimaldi Investment Services, LLC, holding a Series 63 designation and bringing 35 years of industry experience. He has been associated with Sycamore Financial Group since 1989. Grimaldi Investment Services, LLC provides discretionary investment management for individual investors, IRAs, trusts, estates, nonprofit corporations, corporate accounts, and pension and profit-sharing plans. The firm employs an eclectic investment approach with an emphasis on value and contrarian styles, using proprietary fundamental models alongside technical analysis to construct individualized portfolios.

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.

Douglas Poling is the sole advisor at Poling Capital Management, LLC, an independent firm based in Yorktown, Indiana. He holds a Series 65 designation and has 24 years of industry experience, having led Poling Capital Management since its founding in 2001. Poling Capital Management provides fee-based portfolio and investment management services to individual and high net worth investors, retirement and charitable accounts, and trusts. The firm employs a long-term, risk-adjusted investment approach focused on traditional security analysis, minimizing turnover, and managing investments on a non-discretionary basis with client direction.

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 for 14 years and Merrill for one year. Outside of finance, she is an officer of Maniago Enterprises, LLC, a non-investment-related business. RASP Wealth Solutions offers personalized financial planning and investment management services to individuals, high-net-worth clients, and institutional entities. The firm’s investment approach combines fundamental, quantitative, and technical analysis, with a focus on long-term orientation while accommodating shorter-term trades as needed.

Jeffrey Sturgis is a CFP® with 21 years of industry experience, currently serving at Brightstone Advisors LLP since 2009. He has a background that includes longstanding roles at Forum Private Client Group, Linsco/Private Ledger Corp., and his own entities, Sturgis Private Client Group LLC and Sturgis CPA Group LLC. Outside of his advisory work, he is the 100% equity owner and managing partner of Brightstone CPA’s LLP, a public accounting practice. Brightstone Advisors serves individual and high-net-worth clients, offering portfolio management, family office services, and financial planning. The firm emphasizes long-term, diversified portfolios with tax-aware management and integrates accounting and tax services through its affiliated public accounting practice.

Joshua Walker is a financial advisor at Wright Planning, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Wright Planning since 2023. Outside of his advisory role, he is a Product Manager at Kamar Products, Inc., a position he has held since 2002. Wright Planning serves individual and corporate clients by providing integrated financial planning alongside portfolio management. The firm employs a combination of fundamental and technical analysis within a Modern Portfolio Theory framework and offers various planning engagements without standalone investment management.

Brandon Gregg is a Certified Financial Planner® with 11 years of industry experience. He is currently a principal at BBK Wealth LLC, where he has worked since 2021, and has also been associated with Fifth Third Securities since 2015. Outside of his advisory work, he holds a one-third ownership in Property Genesis LLC. BBK Wealth LLC provides advisory services to individuals, small businesses, and high-net-worth clients, specializing in discretionary portfolio management, financial planning, and advisory consulting. The firm offers tailored investment strategies with an emphasis on ETF-based allocations and includes dedicated cryptoasset planning and management alongside traditional wealth management.