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Anthony H

Series 63, Series 65

Indianapolis, IN

Bedel Financial Consulting Inc

Anthony Harcourt is a financial advisor with Bedel Financial Consulting Inc in Indianapolis, IN. He holds Series 63 and Series 65 designations and has 11 years of industry experience, including 12 years at Bedel Financial Consulting. Bedel Financial Consulting provides customized portfolio management and financial planning for private individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm operates as a fee-only registered investment adviser under a fiduciary standard, employing a broad range of investment strategies including derivatives and margin transactions, and conducts quarterly account reviews.

Options & derivatives strategies Private / alternative investments Wealth management General estate planning guidance Founder/Business Owner
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Mathew R

CFP®, Series 65

Indianapolis, IN

Bedel Financial Consulting Inc

Mathew Ryan is a financial advisor at Bedel Financial Consulting Inc with 12 years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining Bedel Financial Consulting in 2018, he worked for Five years at Four Quadrant Wealth Advisors. Bedel Financial Consulting provides customized portfolio management and financial planning to a range of clients, including individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm employs a fee-only, fiduciary approach and uses a combination of fundamental, technical, and quantitative analysis, with the ability to utilize diverse investment strategies including derivatives and margin transactions.

Options & derivatives strategies Private / alternative investments Wealth management General estate planning guidance Founder/Business Owner
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Evan B

CFP®

Indianapolis, IN

Bedel Financial Consulting Inc

Evan Bedel is a CFP® professional with 16 years of industry experience. He has been with Bedel Financial Consulting, Inc. since 2009. The firm provides customized portfolio management and financial planning services to individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. Bedel Financial Consulting is a fee-only registered investment adviser that operates under a fiduciary standard and utilizes a combination of fundamental, technical, and quantitative analysis across a wide range of investment strategies.

Options & derivatives strategies Private / alternative investments Wealth management General estate planning guidance Founder/Business Owner
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Nicholas R

CFP®

Indianapolis, IN

Bedel Financial Consulting Inc

Nicholas Rosebraugh is a CFP® professional with six years of experience at Bedel Financial Consulting Inc. in Indianapolis, IN. His prior roles include positions at Charles Schwab & Co., Inc., OJM Group, and Forester's Financial. Rosebraugh has also been involved with Puccini's Smiling Teeth Pizza and Pasta. Bedel Financial Consulting provides customized portfolio management and financial planning for individuals, families, trusts, charitable organizations, institutions, and retirement plans. The firm uses a combination of fundamental, technical, and quantitative analysis and offers a range of strategies, including derivatives and margin transactions, while operating under a fiduciary standard.

Options & derivatives strategies Private / alternative investments Wealth management General estate planning guidance Founder/Business Owner
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Ryan C

Series 63, Series 65, Series 66

Indianapolis, IN

Bedel Financial Consulting Inc

Ryan Collier is a financial advisor with Bedel Financial Consulting Inc in Indianapolis, IN. He holds Series 63, 65, and 66 licenses and has 16 years of industry experience. He has been with Bedel Financial Consulting since 2006. Bedel Financial Consulting provides customized portfolio management and financial planning services to private individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm is a fee-only registered investment adviser that manages accounts on a discretionary basis and employs a combination of fundamental, technical, and quantitative analysis across a wide range of investment strategies, including the use of derivatives and margin.

Options & derivatives strategies Private / alternative investments Wealth management General estate planning guidance Founder/Business Owner
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Catherine S

CFP®

Indianapolis, IN

Bedel Financial Consulting Inc

Catherine Sullivan is a CFP® professional with seven years of experience in financial advising, currently with Bedel Financial Consulting Inc. She has been with Bedel since 2016. Bedel Financial Consulting provides customized portfolio management and financial planning services to individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm is a fee-only registered investment adviser that manages client accounts primarily on a discretionary basis under a fiduciary standard, employing a combination of fundamental, technical, and quantitative analysis across a broad range of investment strategies.

Options & derivatives strategies Private / alternative investments Wealth management General estate planning guidance Founder/Business Owner
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Meredith C

CFP®

Indianapolis, IN

Bedel Financial Consulting Inc

Meredith Carbrey is a CFP® professional with 18 years of industry experience, currently serving at Bedel Financial Consulting Inc since 2007. She is based in Indianapolis, IN, and is part of a team of 19 advisors at the firm. Bedel Financial Consulting provides customized portfolio management and financial planning services to private individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm operates as a fee-only, registered investment adviser and employs a diverse investment process that includes fundamental, technical, and quantitative analysis, utilizing various instruments and strategies such as derivatives and margin transactions under a fiduciary standard.

Options & derivatives strategies Private / alternative investments Wealth management General estate planning guidance Founder/Business Owner
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David C

CFA®, Series 63

Indianapolis, IN

Bedel Financial Consulting Inc

David Crossman is a CFA® charterholder and holds a Series 63 license with 19 years of industry experience. He has worked at Bedel Financial Consulting, Inc. since 2012. Bedel Financial Consulting provides customized portfolio management and financial planning to private individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm combines fundamental, technical, and quantitative analysis in its investment process and employs a range of strategies including derivatives and margin transactions, managing accounts on a discretionary basis under a fiduciary standard.

Options & derivatives strategies Private / alternative investments Wealth management General estate planning guidance Founder/Business Owner
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Kathryn H

CFP®

Indianapolis, IN

Bedel Financial Consulting Inc

Kathryn Hower is a CFP® professional at Bedel Financial Consulting Inc with 22 years of industry experience. She has been with Bedel Financial Consulting since 2005. Bedel Financial Consulting offers customized portfolio management and financial planning services to a diverse client base including individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm operates as a fee-only registered investment adviser, managing accounts primarily on a discretionary basis under a fiduciary standard.

Options & derivatives strategies Private / alternative investments Wealth management General estate planning guidance Founder/Business Owner
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Sarah M

CFP®, Series 63, Series 66

Indianapolis, IN

Bedel Financial Consulting Inc

Sarah Mahaffa is a CFP® professional at Bedel Financial Consulting Inc with 17 years of industry experience. She has worked at Bedel Financial Consulting since 2016 and was previously with Charles Schwab from 2008 to 2016. Bedel Financial Consulting provides customized portfolio management and financial planning to a range of clients including private individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm operates as a fee-only registered investment adviser under a fiduciary standard and employs a diversified investment approach that includes derivatives and margin transactions.

Options & derivatives strategies Private / alternative investments Wealth management General estate planning guidance Founder/Business Owner
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Olivia M

CFP®

Indianapolis, IN

Bedel Financial Consulting Inc

Olivia Maynes is a CFP® professional with five years of industry experience. She has worked at Bedel Financial Consulting, Inc. since 2022 and previously held roles at Aspen Wealth Management and Davenport & Co., LLC. Before entering the financial advisory field, she was affiliated with Virginia Tech for four years. Bedel Financial Consulting provides customized portfolio management and financial planning to a range of clients, including individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm uses a combination of fundamental, technical, and quantitative analysis and offers a variety of investment strategies, including the use of derivatives and margin, while operating under a fiduciary standard.

Options & derivatives strategies Private / alternative investments Wealth management General estate planning guidance Founder/Business Owner
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Jonathan K

CFA®, Series 66

Indianapolis, IN

Bedel Financial Consulting Inc

Jonathan Koop is a CFA® charterholder with 10 years of industry experience. He has been with Bedel Financial Consulting, Inc. since 2017 and previously worked at Cambridge Associates from 2015 to 2017. He holds the Series 66 designation and is based in Indianapolis, IN. Bedel Financial Consulting provides customized portfolio management and financial planning to individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm operates as a fee-only registered investment adviser, managing accounts primarily on a discretionary basis under a fiduciary standard. Bedel’s investment process integrates fundamental, technical, and quantitative analysis, utilizing a broad range of instruments and strategies, including derivatives and margin transactions.

Options & derivatives strategies Private / alternative investments Wealth management General estate planning guidance Founder/Business Owner
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Elaine K

CFP®

Indianapolis, IN

Bedel Financial Consulting Inc

Elaine Kops Bedel is a CFP® with 25 years of industry experience and has been with Bedel Financial Consulting, Inc. since 1989. She previously worked at the Indiana Economic Development Corporation and the Indiana Destination Development Corporation. Elaine is an original member of Capstone, LLC, a network of financial planners focused on sharing ideas and strategies. Bedel Financial Consulting provides customized portfolio management and financial planning services to individuals, families, trusts, and institutions. The firm is a fee-only registered investment adviser known for its use of fundamental, technical, and quantitative analysis, and its management approach includes strategies such as derivatives and margin transactions.

Options & derivatives strategies Private / alternative investments Wealth management General estate planning guidance Founder/Business Owner
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Collin K

Series 65

Indianapolis, IN

Bedel Financial Consulting Inc

Collin Knecht is a financial advisor at Bedel Financial Consulting Inc with a Series 65 designation and one year of industry experience. He previously worked at Fi3 Advisors and Wallenius Wilhelmsen Solutions and spent several years as a student prior to his financial career. Bedel Financial Consulting provides customized portfolio management and financial planning services to individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm operates as a fee-only, registered investment adviser employing fundamental, technical, and quantitative analysis across a variety of instruments and strategies, including the use of derivatives and margin.

Options & derivatives strategies Private / alternative investments Wealth management General estate planning guidance Founder/Business Owner
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Austin S

Series 63, Series 65

Indianapolis, IN

Bedel Financial Consulting Inc

Austin Stagman is a financial advisor at Bedel Financial Consulting Inc in Indianapolis, IN, with nine years of industry experience. He has been with Bedel Financial Consulting since 2016. He holds Series 63 and Series 65 designations. Bedel Financial Consulting provides customized portfolio management and financial planning for individuals, families, trusts, charitable organizations, institutions, and retirement plans. The firm uses a combination of fundamental, technical, and quantitative analysis across various investment strategies and operates as a fee-only registered investment adviser under a fiduciary standard.

Options & derivatives strategies Private / alternative investments Wealth management General estate planning guidance Founder/Business Owner
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Cara B

CFP®, Series 66

Indianapolis, IN

Bedel Financial Consulting Inc

Cara Buchanan is a CFP® and holds a Series 66 license with 11 years of industry experience. She is currently with Bedel Financial Consulting Inc, joining in 2025 after roles at Ellenbecker Investment Group and Robert W. Baird & Co. prior to that. Bedel Financial Consulting provides customized portfolio management and financial planning to a range of clients, including individuals, families, trusts, charitable organizations, and institutions. The firm employs a fiduciary standard, utilizes a combination of fundamental, technical, and quantitative analysis, and manages accounts using diverse strategies such as derivatives and margin transactions.

Options & derivatives strategies Private / alternative investments Wealth management General estate planning guidance Founder/Business Owner
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Nicholas K

Series 66

Indianapolis, IN

Bedel Financial Consulting Inc

Nicholas Kelly is a financial advisor at Bedel Financial Consulting Inc with six years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, UBS Financial Services, and Ameriprise. Outside of advising, he is a co-owner of Good News Coffee in Indianapolis, where he contributes to general work and bookkeeping. Bedel Financial Consulting provides customized portfolio management and financial planning to individuals, families, trusts, and institutions. The firm employs a range of investment strategies, including the use of derivatives and margin, and manages client accounts on a discretionary, fiduciary basis.

Options & derivatives strategies Private / alternative investments Wealth management General estate planning guidance Founder/Business Owner
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Abigayle P

CFP®

Indianapolis, IN

Bedel Financial Consulting Inc

Abigayle Presley is a CFP® professional with nine years of experience in financial advising. She has worked at Bedel Financial Consulting, Inc. since 2014. Bedel Financial Consulting provides customized portfolio management and financial planning services to individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm employs a range of investment strategies including fundamental, technical, and quantitative analysis, and manages client accounts on a discretionary basis under a fiduciary standard.

Options & derivatives strategies Private / alternative investments Wealth management General estate planning guidance Founder/Business Owner
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William W

CFA®

Indianapolis, IN

Bedel Financial Consulting Inc

William Wendling is a CFA® charterholder with 26 years of industry experience. He has been with Bedel Financial Consulting, Inc. since 1996. Bedel Financial Consulting provides customized portfolio management and financial planning to private individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm is a fee-only registered investment adviser that manages client accounts primarily on a discretionary basis and follows a fiduciary standard for retirement accounts.

Options & derivatives strategies Private / alternative investments Wealth management General estate planning guidance Founder/Business Owner
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