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Meggan J

Series 66

Tyler, TX

Thurston Springer Advisors

Meggan Jeter is a financial advisor with Thurston Springer Advisors in Tyler, TX, holding a Series 66 designation and 19 years of industry experience. She worked at UBS Financial Services for 20 years before joining Thurston Springer Financial in 2025. Jeter also operates a separate business under the name 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 both buy-and-hold and active investment strategies tailored to client goals.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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Bruce A

Series 63

Youngstown, OH

Thurston Springer Advisors

Bruce Averback is a financial advisor at Thurston Springer Advisors with 46 years of industry experience. He holds the Series 63 designation and previously worked at Stifel for 10 years before joining Thurston Springer Financial in 2019. Thurston Springer 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 a range of investment strategies from buy-and-hold to active momentum models.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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John P

Series 63, Series 65

Indianapolis, IN

Thurston Springer Advisors

John Peluso Jr. is a financial advisor with Thurston Springer Advisors in Indianapolis, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously worked with Wells Fargo Advisors and its affiliates from 2002 to 2023 before joining Thurston Springer in 2023. Mr. Peluso is also a Partner of Thurston Capital, the parent company of several affiliated broker-dealer and RIA entities. 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 supported by multiple analytical methods.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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Michael E

Series 63, Series 65

Dallas, TX

Thurston Springer Advisors

Michael Elias is a financial advisor with Thurston Springer Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 16 years. Elias owns two businesses, including Elias Innovations, LLC, which produces drinkware for bottles. Thurston Springer Advisors serves individuals, high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, offering a range of financial planning, portfolio management, and fiduciary services. The firm employs a combination of charting, fundamental, technical, and cyclical investment analysis to support both buy-and-hold and active strategies.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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Edward P

Series 63

Mishawaka, IN

Thurston Springer Advisors

Edward Patzer is a financial advisor at Thurston Springer Advisors with 46 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. His prior roles include 11 years at Wells Fargo Advisors and 10 years at A. G. Edwards & Sons. Patzer is also the owner of The Patzer Group LLC, a wealth management business based in Mishawaka, Indiana. 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 varied investment strategies that incorporate both buy-and-hold and active management approaches.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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Brian V

Series 66

Bloomfield Hills, MI

Thurston Springer Advisors

Brian Vargason is a financial advisor at Thurston Springer Advisors with a Series 66 designation and no prior industry experience. His work history includes roles at Fratarcangeli Wealth Management, Province Firm, Boulevard & Co, and a position at Michigan State. Outside of financial services, he is involved with Comedy Castle Inc. 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 analysis methods to support both buy-and-hold and active strategies.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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David S

Series 66

Fort Lauderdale, FL

Thurston Springer Advisors

David Scupholm is a financial advisor at Thurston Springer Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at Fratarcangeli Wealth Management, Evershore Financial Group, and The Investment Consulting Group. 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, consulting, and fiduciary services, employing a range of investment strategies from buy-and-hold to more active models such as Tactical Momentum and Earnings Momentum.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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Paul H

Series 63

Indianapolis, IN

Thurston Springer Advisors

Paul Hargitt III is a financial advisor with Thurston Springer Advisors in Indianapolis, IN, holding a Series 63 designation and 26 years of industry experience. He has worked at Thurston, Springer, Miller, Herd & Titak, Inc. since 2000. Outside of his advisory role, he serves as Treasurer and Trustee of the Broad Ripple Masonic Lodge #643. 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, utilizing a range of investment strategies that include both buy-and-hold and more active models.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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Andrew G

Series 63, Series 66

Bloomfield Hills, MI

Thurston Springer Advisors

Andrew Grove is a financial advisor with Thurston Springer Advisors in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior experience includes roles at Wells Fargo Advisors Financial Network, 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, offering comprehensive financial planning, portfolio management, and fiduciary services through a variety of investment approaches.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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Jorey D

Series 66

Indianapolis, IN

Thurston Springer Advisors

Jorey Dimopoulos is a financial advisor at Thurston Springer Advisors with six years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab & Co., Inc. and Northwestern Mutual. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and retirement plans, offering comprehensive financial planning and portfolio management with tailored investment approaches.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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James W

Series 63, Series 65, Series 66

Indianapolis, IN

Thurston Springer Advisors

James Walker Jr. is a financial advisor with Thurston Springer Advisors in Indianapolis, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. He previously worked at LPL Financial LLC for 22 years before joining Thurston Springer Advisors in 2020. He also conducts business under the name J.F. Walker Investments. 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 both buy-and-hold and more active investment strategies tailored to client goals.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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Joshua M

CFP®, Series 63, Series 65

Annapolis, MD

Thurston Springer Advisors

Joshua Mazer is a CFP® with 39 years of industry experience, currently advising at Thurston Springer Advisors. His prior roles include 13 years at Wells Fargo Advisors Financial Network LLC and previous positions at Morgan Stanley Dw Inc., Truist Securities, and A. G. Edwards & Sons, Inc. Outside of his advisory work, he serves as a registered lobbyist educating state legislators on HPV vaccination and holds a senior policy advisor role at the Department of Health and Human Services. 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. The firm employs a range of investment strategies, including both buy-and-hold and active models, and integrates services across affiliated broker-dealer and insurance entities.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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Daniel C

Series 63, Series 66

Richmond, VA

Thurston Springer Advisors

Daniel Caparrelli is a financial advisor with Thurston Springer Advisors in Richmond, VA, holding Series 63 and Series 66 licenses and 11 years of industry experience. His background includes roles at Wells Fargo Advisors and Wells Fargo Clearing. He also operates under the name HNS Advisors in other business activities. Thurston Springer Advisors serves individual, high-net-worth, and institutional clients, offering a range of financial planning and investment management services that include both discretionary and non-discretionary strategies. The firm employs diverse investment analysis techniques and provides fiduciary services for plan sponsors.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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Benjamin S

Series 66

Fort Lauderdale, FL

Thurston Springer Advisors

Benjamin Selinger is a financial advisor at Thurston Springer Advisors in Fort Lauderdale, FL, with four years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors for three years. Prior to his financial career, he spent several years in full-time education and worked at Camp Manitou. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, offering financial planning, portfolio management, and fiduciary services tailored to client goals. The firm employs both traditional buy-and-hold and active investment strategies and integrates its advisory services with affiliated broker-dealer and insurance entities.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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R. C

Series 63, Series 66

Santa Cruz, CA

Thurston Springer Advisors

R. Chase is a financial advisor with Thurston Springer Advisors in Santa Cruz, CA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Thurston Springer Miller Herd & Titak since 2015 and previously worked at JHS Capital Advisors, LLC from 2012 to 2015. 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, with investment approaches that combine fundamental, technical, and cyclical analysis to support both buy-and-hold and active strategies.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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Mark D

Series 63, Series 65

Indianapolis, IN

Thurston Springer Advisors

Mark Damer is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Noyes Advisors LLC, David A. Noyes & Company, and Morgan Stanley. Damer serves as a board member of the Carmel Clay Historical Society, a nonprofit organization. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning, portfolio management, and fiduciary services, employing both buy-and-hold and active investment strategies tailored to client goals.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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Richard T

Series 63, Series 65

Palm Beach Gardens, FL

Thurston Springer Advisors

Richard Trotta is a financial advisor at Thurston Springer Advisors with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Ameriprise Financial Services, Morgan Stanley, Citigroup Global Markets, and Wells Fargo Clearing. Trotta serves on the boards of VoteWater and Friends of the Everglades and acts as a trustee for multiple trusts involving fiduciary and executive oversight responsibilities. 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 mix of fundamental, technical, and cyclical investment analysis across both buy-and-hold and active strategies.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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Jeffrey T

Series 66

Indianapolis, IN

Thurston Springer Advisors

Jeffrey Triwedi is a financial advisor with Thurston Springer Advisors in Indianapolis, holding a Series 66 designation and 23 years of industry experience. He has been with Thurston, Springer, Miller, Herd & Titak, Inc. for 22 years and has operated Triwedi Enterprises for over three decades. Outside of his financial career, he performs as a musician playing guitar and saxophone about once a month. 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 with a variety of investment strategies, combining fundamental, technical, and cyclical analysis to support both buy-and-hold and more active management approaches.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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Benton G

Series 66

Indianapolis, IN

Thurston Springer Advisors

Benton Givens is a Series 66–licensed advisor with Thurston Springer Advisors and has one year of industry experience. Prior to joining Thurston Springer Financial, he worked at Vine & Table and Hotel Tango Distillery. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and retirement plans, offering comprehensive financial planning and portfolio management. The firm employs a range of investment strategies, including both buy-and-hold and active models such as Tactical Momentum and Earnings Momentum.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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Frank I

Series 66

Columbus, OH

Thurston Springer Advisors

Frank Ingwersen is a financial advisor with Thurston Springer Advisors in Columbus, OH, holding a Series 66 designation and 43 years of industry experience. His career includes roles at Boenning & Scattergood and Cartwright Advisors LLC, as well as over four decades at Sweeney Cartwright & Company. He is named as a future executor for Andrew Pankiw. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and retirement plans, offering comprehensive financial planning, portfolio management, and fiduciary services. The firm employs a variety of investment strategies, including both buy-and-hold and active momentum models, and supports clients through discretionary and non-discretionary advisory programs.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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