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Robert F
Series 63, Series 65
Bexley, OH
Thurston Springer Advisors
Robert Fox is a financial advisor at Thurston Springer Advisors with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Boenning & Scattergood, Cartwright Advisors LLC, Wells Fargo Advisors LLC, Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. Fox serves as a director of Lancaster Colony Corporation and is president of the FOX Foundation, Inc., a charitable foundation. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing a variety of investment analysis methods and strategies tailored to client goals.
Christopher J
Series 66
Bexley, OH
Thurston Springer Advisors
Christopher Johns is a financial advisor at Thurston Springer Advisors with 23 years of industry experience. He holds the Series 66 designation and has worked previously at Boenning & Scattergood, Cartwright Advisors LLC, and Sweeney Cartwright & Company. He serves on the board of Bexley Youth Lacrosse. Thurston Springer Advisors provides financial planning, portfolio management, and fiduciary services to individual and high-net-worth clients, as well as corporations and retirement plans, employing a variety of investment strategies including both buy-and-hold and active models.
Jon S
Series 63, Series 65
Indianapolis, IN
Thurston Springer Advisors
Jon Stucker is a financial advisor with Thurston Springer Advisors in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. His prior affiliations include Thurston Springer Miller Herd & Titak, Inc., and he serves on boards of several non-investment organizations, including Delta Alpha of Alpha Tau Omega and Vinculum, and is involved in multiple entrepreneurial ventures such as Parkahead LLC and FK Restaurant Group LLC. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm employs a combination of fundamental and technical investment analysis to support both buy-and-hold and active strategies.
Joel C
Series 66
Bexley, OH
Thurston Springer Advisors
Joel Cox is a financial advisor at Thurston Springer Advisors with 17 years of industry experience. He holds a Series 66 designation and has worked at Boenning & Scattergood, Cartwright Advisors LLC, and Sweney Cartwright & Co. He also serves as a Spectrum Manager for the Air National Guard and is a trustee for the George E Geissbuhler Trust. Thurston Springer Advisors serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, employing a range of investment strategies that include both buy-and-hold and active models such as Tactical Momentum and Earnings Momentum.
Andrew L
Series 66
Bloomfield Hills, MI
Thurston Springer Advisors
Andrew Lampela is a financial advisor with Thurston Springer Advisors and holds the Series 66 designation. He has two years of industry experience, including roles at Fratarcangeli Wealth Management and Jackson National. Thurston Springer Advisors serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management using a blend of fundamental, technical, and cyclical investment analysis, and supports both buy-and-hold and active strategies.
Mitchell P
CFP®, Series 66
Mishawaka, IN
Thurston Springer Advisors
Mitchell Patzer is a CFP® with eight years of industry experience, currently with Thurston Springer Advisors. His previous roles include positions at Wells Fargo Advisors, Victory Capital Advisers, Oppenheimer Funds, and the Bradley Company. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, using a blend of investment analysis techniques and strategies tailored to client goals.
Clinton T
Series 66
Palm Beach Gardens, FL
Thurston Springer Advisors
Clinton Trotta is a financial advisor with Thurston Springer Advisors, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Ameriprise Financial Services Inc and the International Alliance of Healthcare Educators. He serves on the board of the Florida Wildlife Federation, a nonprofit organization. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, utilizing a range of investment strategies tailored to client goals.
Malachi C
Series 66
Bloomfield Hills, MI
Thurston Springer Advisors
Malachi Cattanach is a financial advisor at Thurston Springer Advisors with a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Area Home Services for eleven years. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans, offering financial planning, portfolio management, and fiduciary services tailored to client goals with a range of active and passive investment strategies.
Madylin B
Series 66
Mishawaka, IN
Thurston Springer Advisors
Madylin Bauer is an advisor at Thurston Springer Advisors with a Series 66 designation and two years of professional experience, including a role at The Patzer Group Wealth Management. Her prior work includes positions in retail and education sectors. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management with a variety of investment approaches, including both buy-and-hold and active strategies.
Tania S
Series 66
Oklahoma City, OK
Thurston Springer Advisors
Tania Smith is a financial advisor at Thurston Springer Advisors with 19 years of industry experience. She holds a Series 66 designation and has previously worked at T.S. Philips Investments, Inc. and Wells Fargo Clearing. Outside of her advisory role, she serves on the Britvil Food Pantry and is the Assistant Treasurer of the Aenon Bible College Alumni Auxiliary of the OSC Pentecostal Assemblies of the World. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fee-based consulting, with investment strategies that include both buy-and-hold and more active models such as Tactical Momentum and Earnings Momentum.
Kevin M
Series 66
Indianapolis, IN
Thurston Springer Advisors
Kevin Mcdougall is a financial advisor at Thurston Springer Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors, Equitable Advisors, and Morgan Stanley. Based in Indianapolis, IN, Mcdougall has spent the majority of his career at Wells Fargo Advisors. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management services, utilizing a combination of fundamental, technical, and cyclical investment analysis to support both buy-and-hold and active strategies.
James T
Series 63
Indianapolis, IN
Thurston Springer Advisors
James Titak is a financial advisor with Thurston Springer Advisors in Indianapolis, holding a Series 63 designation and 45 years of industry experience. He has been with Thurston, Springer, Miller, Herd & Titak, Inc. since 1992 and has also worked at T.S. Phillips Investments Inc. since 2022. Outside of advisory work, he is involved with several business ventures, including serving as chairman of Thurston Springer Insurance, LLC and MyClient, LLC, a technology company. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, using a combination of investment analysis methods to support both buy-and-hold and active strategies.
Myles H
Series 63, Series 66
Indianapolis, IN
Thurston Springer Advisors
Myles Hartwig is a financial advisor at Thurston Springer Advisors with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Thurston Springer Miller Herd & Titak, Inc. since 2015, following eight years at Edward Jones. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, providing comprehensive financial planning and portfolio management. The firm employs a combination of fundamental, technical, and cyclical investment analysis and offers both buy-and-hold and active strategy options.
William H
Series 63, Series 65
Richmond, VA
Thurston Springer Advisors
William Hayes is a financial advisor with Thurston Springer Advisors in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously worked for Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing from 1999 to 2025. Hayes serves as a trustee for the Virginia Retirement System, participating in policy review and oversight of the pension and savings plan. Thurston Springer Advisors serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, utilizing a range of investment strategies from buy-and-hold to active models such as Tactical Momentum and Earnings Momentum.
Patricia B
Series 63, Series 65
Oklahoma City, OK
Thurston Springer Advisors
Patricia Burrus is a financial advisor at Thurston Springer Advisors with 29 years of industry experience. She holds Series 63 and Series 65 licenses. Her previous roles include positions at T S Phillips Investments, Inc. and Citigroup Global Markets. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing a variety of investment analysis methods and strategies tailored to client goals.
John K
CFP®, Series 63, Series 66
Hutchinson Island, FL
Thurston Springer Advisors
John Kerr is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Thurston Springer Advisors since 2019. He previously worked for Edward D. Jones & Co., L.P. for 21 years. Outside of his advisory role, he serves on the Board of Directors for Bonbar Homeowners Association and as Vice-Chairman of the Board for Options Charter School. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, employing both buy-and-hold and active investment strategies tailored to client goals.
James M
Series 63
Indianapolis, IN
Thurston Springer Advisors
James Mlott is a financial advisor at Thurston Springer Advisors in Indianapolis, Indiana, with 41 years of industry experience. He holds a Series 63 designation and has worked at Thurston Springer since 2009, with prior experience at Wells Fargo Clearing and A. G. Edwards & Sons. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, utilizing both buy-and-hold and active investment strategies tailored to client goals.
Robert C
Series 63
Lafayette, IN
Thurston Springer Advisors
Robert Caplinger Jr. is a financial advisor with Thurston Springer Advisors in Lafayette, IN, holding a Series 63 designation and bringing 40 years of industry experience. He has worked at Thurston Springer Miller Herd & Titak, Inc. since 2016, following prior roles at StoneX Advisors Inc., Wrp Investments, Inc., and FFP Advisory Services Inc. Caplinger also owns Landmark Financial Services, LLC, which focuses on insurance and Medicare supplements. Thurston Springer Advisors serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans, offering comprehensive financial planning, portfolio management, and fiduciary services. The firm employs both fundamental and technical investment analysis methods and provides a range of management approaches tailored to client goals.
Stephen M
Series 63, Series 65
Tyler, TX
Thurston Springer Advisors
Stephen Mills is a financial advisor with Thurston Springer Advisors in Tyler, TX, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing, where he worked for a total of 22 years, as well as Prudential Equity Group. Outside of his advisory work, Mills holds a Texas CPA license and has ownership interests in Tyler-based investment firms, including Trinity Capital Management. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing a range of investment strategies that include both buy-and-hold and active management approaches.
Jean H
Series 63, Series 65
Oklahoma City, OK
Thurston Springer Advisors
Jean Haas is a financial advisor at Thurston Springer Advisors with 14 years of industry experience. She previously worked at T.S. Phillips Investments, LPL Financial, Shaw Financial Services, and Axa Advisors. Outside of her advisory role, she is involved in a family horse racing and farming business. Thurston Springer Advisors serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, combining various investment analysis methods to support both buy-and-hold and active strategies.
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