Brandon Mayo

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.

I thrive on guiding clients onto the right path and helping them navigate a smooth transition into a successful retirement. If you are struggling with questions such as: -I'm tired of working, but can I afford to retire now? -I have a pension that gives me a lump sum option. What should I do? -When should I start taking Social Security? -Most of my savings is in a retirement account that will be taxed when I withdraw from it. Is there a way to pay less in taxes? -How should I invest to protect myself during a financial crisis while still growing my portfolio enough to maintain my lifestyle or meet my income needs? Personal: I'm a recent Pickleball convert and devotee! My family and I are avid travelers and foodies. If I could visit one place again and again, it would be Granada, Spain. I don't think I would ever tire of sitting by the river, sipping wine, munching on tapas, and looking up at the magnificent Alhambra.

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/

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.

Nicole Mcgoff is a Senior Financial Advisor with Merrill Lynch Wealth Management who specializes in guiding high-net-worth families, senior executives, and individuals through complex financial decisions. She takes a holistic and personalized approach to wealth planning, focusing on investment strategy, estate considerations, and the emotional and strategic aspects of multigenerational wealth and life transitions, including divorce. As a Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA), Nicole is committed to providing thorough, educational, and transparent financial strategies that help clients build, preserve, and transfer their wealth confidently. Nicole began her financial services career in 2010 and has held positions at Capital Group | American Funds, where she educated financial advisors and research teams on investment processes and portfolio construction. Her expertise includes college education planning, family wealth management strategies, retirement planning, tax minimization, socially responsible and ESG investing, and women and wealth initiatives. She earned her bachelor’s degree from Indiana University–Purdue University Indianapolis, after attending Western Michigan University where she played Division I golf. In addition to her professional work, Nicole is an active board member of Highland Golf & Country Club in Indianapolis and volunteers at St. Luke Catholic School. She enjoys cooking, gardening, golfing, traveling, and spending time with her husband Sean, their two children, Colin and Maeve, and their Bernedoodle, Benny.

Samuel Wertz is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to define their financial goals and develop portfolio strategies tailored to help achieve those objectives. He provides ongoing advice, adjusting strategies as clients' situations evolve. Samuel holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Indiana University.