Trisha Arensman

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.

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/

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.

Samuel Smith is a Financial Advisor with Merrill Lynch Wealth Management, specializing in assisting clients through career transitions and the unique financial considerations they entail. He works closely with professionals who have recently changed jobs, providing tailored financial strategies that address new compensation packages, retirement account management, and employer benefits optimization. His approach emphasizes creating personalized financial roadmaps aligned with clients' evolving career goals and long-term aspirations. Samuel's areas of expertise include college education planning, family wealth management strategies, legacy and philanthropic planning, liquidity management, retirement income, and portfolio management services. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Samuel earned his bachelor's degree from Indiana State University and is a member of the Estate Planning Council of Indianapolis. Outside of his professional work, Samuel enjoys baseball, basketball, football, spending time with his family, and watching movies. He is a proud father of two boys and a husband, committed to helping clients achieve their financial goals through disciplined, client-focused service.