user avatar

Ali Emir Gumus

Advisor at Fidelity — Terre Haute, IN

Updated today

Credentials

Series 66

Experience

3 years

Location

Terre Haute, IN

Fidelity logo

Fidelity

Institution

Total advisors

17,089

Across 1,879 offices

Clients per advisor

140 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

Ali Gumus is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Equitable Advisors and held a role in the Office of Senator Mike Braun in the U.S. Senate. He also has experience in the restaurant industry. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Based on Fidelity

Charitable giving & philanthropy Active portfolio management

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Location

See office

Terre Haute, IN

Terre Haute IN

Advisors at this office

1

Most active in

Indiana · Texas

Work history

3 years of industry experience

FIdelity Investments

2025 - Present • 1 year

Indianapolis, IN

UnEMPLOYED

2025 - 2025 • 1 year

Terre Haute, IN

Equitable advisors

2023 - 2025 • 2 years

Indianapolis, IN

Office of Senator Mike Braun in the U.S. Senate

2022 - 2022 • 1 year

Washington, DC

Cackleberries Restaurant

2020 - 2023 • 3 years

Terre Haute, IN

DePauw University

2019 - 2023 • 4 years

Greencastle, IN

UnEMPLOYED

2019 - 2019 • 1 year

Terre Haute, IN

South Vigo High School

2018 - 2019 • 1 year

Terre Haute, IN

UnEMPLOYED

2018 - 2018 • 1 year

Terre Haute, IN

Gateway High School

2017 - 2018 • 1 year

Kissimmee, FL

UnEMPLOYED

2017 - 2017 • 1 year

Boone, NC

Watauga High School

2016 - 2017 • 1 year

Boone, NC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Donald E

CFA®

Terre Hute, IN

Wabash Capital, Inc.

Donald Edwards is a CFA® charterholder with 27 years of industry experience, currently serving at Wabash Capital, Inc. since 1997. He is based in Terre Haute, IN, and is part of a four-advisor team. Wabash Capital provides discretionary investment management to a diverse client base including individuals, trusts, corporations, pensions, 401(k) plans, and foundations/endowments. The firm employs a top-down, fundamental research process to build risk-based, diversified portfolios with an emphasis on low turnover and tactical adjustments guided by market valuation metrics such as the cyclically-adjusted price-earnings (CAPE) ratio.

Wealth management Passive / index investing Active portfolio management
user avatar

John C

Series 63, Series 65, Series 66

Terre Haute, IN

Spyglass Investment Management

John Cristee is a financial advisor at Spyglass Investment Management in Terre Haute, IN, with 26 years of industry experience. He holds Series 63, 65, and 66 designations and has been with Spyglass since 2000. Spyglass Investment Management provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm employs an asset-allocation approach using a range of investment products and maintains a focus on municipal securities to serve tax-exempt clients.

College savings (529s, UTMA, etc.) General retirement planning
user avatar

Jon B

Series 65

Terre Haute, IN

Spyglass Investment Management

Jon Beardsley is a financial advisor at Spyglass Investment Management in Terre Haute, IN, with 25 years of industry experience. He has been with Spyglass since 2000 and holds a Series 65 designation. Spyglass Investment Management provides personalized financial planning and portfolio management to individual clients, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm serves both high-net-worth and non-HNW clients, with an investment approach emphasizing asset allocation through no-load mutual funds, equities, fixed income, ETFs, and municipal securities.

College savings (529s, UTMA, etc.) General retirement planning
user avatar

Brock O

Series 65

Terre Haute, IN

Spyglass Investment Management

Brock Oxford is a financial advisor at Spyglass Investment Management with a Series 65 credential and three years of industry experience. His prior work includes roles at State Farm Insurance and ownership of Spring Clean Car Wash. Spyglass Investment Management provides personalized financial planning and portfolio management to individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm serves both high-net-worth and non-HNW clients, focusing on asset allocation and using a range of investment vehicles including mutual funds, equities, fixed income, ETFs, and municipal securities.

College savings (529s, UTMA, etc.) General retirement planning
user avatar

Gene G

CFP®, Series 63

Terre Haute, IN

Creative Financial Designs, Inc.

Gene Griffin is a CFP® with 31 years of industry experience, currently serving as an advisor at Creative Financial Designs, Inc. in Terre Haute, IN. He has been with the firm since 2001 and also has a long tenure with Capital Planning Systems dating back to 1987. Outside of his advisory role, Griffin is chairman of the board for Shepherds of Griffin Bike Park, Inc., a nonprofit organization. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations and offers a range of strategies, including Biblical Responsible Investing, supported by research from major financial institutions.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
user avatar

Michael H

Series 63, Series 66

Terre Haute, IN

&PARTNERS

Michael Hambrock is a financial advisor at &Partners with Series 63 and Series 66 credentials and 40 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory work, Hambrock teaches tennis at the Terre Haute Tennis and Pickleball Club. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs both proprietary and third-party strategies, with discretionary and non-discretionary account management, and operates as both a registered investment adviser and broker-dealer.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)