Edward Argus is the sole advisor at Argus Efficient Capital, LLC, holding Series 65 and Series 66 licenses with two years of industry experience. He serves as Investment Officer of Risk at Indiana University Health and is the Executive Director of the CFA Society Indianapolis. Prior to founding Argus Efficient Capital, he worked at SEI Family Office Services for twelve years. Argus Efficient Capital provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as subadvisory services to other investment advisers. The firm uses a dynamic asset allocation strategy combining modern portfolio theory with quantitative and technical analysis, generally implementing portfolios with ETFs and mutual funds.

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.

Joshua Zorger is a CFP® and Series 66-registered financial advisor with 22 years of industry experience. He has been with Fortitude Private Wealth since 2017 and previously worked at Level Four Advisory Services and LPL Financial LLC. Fortitude Private Wealth is a fee-only advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate plan sponsors. The firm provides discretionary asset management and financial planning, with a focus on client-specific investment programs and an active retirement-plan fiduciary practice.

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.

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.

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.

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.

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.