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/

Gene Austin is the principal of Austin Financial Strategies, Inc., an independent registered investment adviser based in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to founding Austin Financial Strategies in 2011, he has been involved with MoneyBlock since 2015. Outside of his financial advisory work, he owns and operates Austin Speed and Agility, a business focused on training athletes in speed and agility. Austin Financial Strategies serves individual clients, retirement plans, and business entities with discretionary portfolio management and financial planning. The firm employs a blend of asset allocation, fundamental and technical analysis, and utilizes Morningstar-based model portfolios across mutual funds, ETFs, and individual equities, offering both active and passive management approaches.

Corey Roberts is the sole advisor at C.R. Retirement Strategies, LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses with six years of industry experience. His background includes roles at Securities America, Inc and National Planning Corporation, as well as non-financial positions at DoorDash and Powerhome Solar. He is also an independent contractor selling insurance products. C.R. Retirement Strategies is an Indiana-registered investment adviser founded in 2025 that provides portfolio management, retirement planning, and financial planning services. The firm supports pooled or institutional-style mandates and employs a discretionary investment process that integrates fundamental, technical, cyclical, and economic analysis, using both active and passive management approaches based on client objectives.

Bradley Henthorn is a CFP® with 29 years of industry experience and has been the principal of Henthorn Agency, Inc. since 1990. He holds a Series 63 license and operates an independent advisory firm in Beech Grove, IN. Outside of his advisory work, he serves as a vice president of an S corporation involved in rental real estate investments. Henthorn Agency, Inc. serves individual clients, primarily middle-income Americans, offering comprehensive financial planning, portfolio analysis, tax preparation, and insurance reviews through a flat-fee retainer program. The firm uses risk-based model asset allocations and manages directed, non-discretionary portfolios, combining investment advice with tax and estate planning services.

Dustin Hunter is the principal of SunRift Capital Partners LLC and holds a Series 65 designation with 14 years of industry experience. His prior work includes roles at Legacy Wealth Management and various independent capacities since 2015. Outside of his advisory role, he is involved as a managing member of Granite Park Capital and works as an insurance agent with Retirement Income Consultants. SunRift Capital Partners is an independent investment adviser serving primarily individuals, high-net-worth clients, and charitable organizations. The firm provides discretionary asset management, financial planning, and educational seminars, employing fundamental, technical, and cyclical analysis to tailor investment programs to clients’ goals and risk tolerance.

Leslie Reed is the owner and sole advisor of RIM Group, an independent investment advisory firm based in Indianapolis, IN, with 15 years of industry experience. Prior to founding RIM Group in 2011, Reed worked at American Equity Investment Corp from 2014 to 2017. Outside of advisory work, Reed is an author associated with Phimisms Publishing Company. RIM Group provides investment advisory and portfolio management services to individuals, personal trusts, and a variety of institutional clients, including corporations, retirement plans, endowments, and charitable organizations. The firm offers manager selection, business advisory, and bond/public finance advisory services, utilizing a structured fact-finding process and a mix of discretionary and non-discretionary management arrangements.

Richard Swartz is a CFA charterholder and principal of Swartz Advisory LLC in Indianapolis, Indiana, with seven years of industry experience. He has held roles at Ready4, Inc., First Analysis, and Veritas Prep prior to founding his current firm in 2018. 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 employs a combination of fundamental, technical, charting, and cyclical analysis tailored to client objectives, and utilizes derivatives and margin strategies uncommon among similar independent advisory firms.

John Mc Fie is a financial advisor at Wealth Team LLC in Franklin, IN, holding a Series 65 designation with four years of industry experience. He has been managing Wealth Team LLC since 2021 and has additional experience in insurance and software development through his roles at McFie Insurance LLC, Star Solutions LLC, and other business ventures. Outside of advising, he is involved in insurance sales and manages a software development company and a business producing educational materials. Wealth Team LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on clients’ goals and risk tolerance, using a mix of fundamental, technical, and cyclical analysis, and reviews accounts regularly with attention to tax and fee considerations.

Blair Huff is a financial advisor at Huff Financial Counsel LLC in Indianapolis, IN, holding a Series 65 credential with six years of industry experience. He has worked at Simon Property Group since 2009, where he serves as an accounting manager, and is also a licensed real estate broker. In addition to financial advising, he practices accounting and may provide tax preparation services. Huff Financial Counsel LLC offers financial planning and investment advice primarily to individual and high-net-worth clients, using a variety of analytic approaches and providing both one-time and ongoing planning options. The firm does not accept discretionary management or custody of client assets and charges fixed or hourly fees rather than a percentage of assets under management.

Bryan Byrer is a financial advisor at Millennial Financial Planning in Indianapolis, IN, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including JPMorgan Chase Bank and WealthPoint Advisors. Outside of his advisory work, he is involved with Jeff Queen Productions, a creative venture he has maintained since 2017. Millennial Financial Planning provides investment management and ongoing financial planning services to individual clients, emphasizing a fee-only, asset-based approach. The firm employs a Modern Portfolio Theory framework focused on low-cost, passive investments while selectively using outside managers, operating at a small scale with highly individualized client engagements.