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Luke M
Series 63, Series 65
Roanoke, IN
Full of Grace Financial
Luke Mc Quade is a financial advisor at Full of Grace Financial with two years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Full of Grace Financial provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored plans. The fee-only firm uses a combination of passive and active strategies, offers discretionary portfolio management, and customizes portfolios for socially responsible objectives.
Joshua S
ChFC®, Series 63, Series 65
Roanoke, IN
Full of Grace Financial
Joshua Salway is a ChFC® credentialed financial advisor with six years of industry experience. He is currently with Full of Grace Financial, where he has worked since 2024. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Vestia Personal Wealth Advisors. Full of Grace Financial provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored plans. The firm uses a combination of passive and active investment strategies, including socially responsible options, and offers ERISA-focused retirement plan management within a small, two-advisor practice.
Mark T
Series 66
Huntington, IN
First Command Advisory Services
Mark Tipmongkol is a Series 66-licensed financial advisor with First Command Advisory Services, bringing two years of industry experience. He also works as a Senior Systems Engineer at NewBridge Partners, where he develops technical requirements and documentation for advanced space systems. First Command Advisory Services serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations, offering comprehensive financial planning, discretionary asset management, brokerage, insurance, and banking products through a vertically integrated platform. The firm emphasizes advisor-led planning relationships and structured 12-month engagements with tailored financial coaching and model portfolio management.
Kathleen S
Series 63, Series 65
Roanoke, IN
Valic Financial Advisors
Kathleen Sparrow is a financial advisor with Valic Financial Advisors in Roanoke, Indiana. She holds Series 63 and Series 65 credentials and has 13 years of industry experience. Her prior work includes roles at Nationwide Investment Services Corporation, Voya Financial Partners, Voya Financial, and Lincoln Financial Advisors Corporation. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and providing various overlay services.
Scott A
Series 66
Huntington, IN
Edward Jones
Scott Atkinson is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, Scott is involved in farming activities, including selling 4-H animals as market livestock after local fairs. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and is known for its extensive network of financial advisors and branches, as well as its affiliated mutual funds and trust services.
Adam H
Series 66
Huntington, IN
Edward Jones
Adam Harris is a financial advisor with Edward Jones in Huntington, IN, holding a Series 66 designation and nine years of industry experience. He has worked at Edward Jones since 2017 and previously spent time at LPL Financial, LLC and Lincoln Financial Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
James W
Series 63, Series 65
Wabash, IN
LPL Financial
James Wolfe is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at American Portfolios for 16 years. Wolfe also operates Wolfe Tax & Financial Services, a tax preparation and accounting business he has run since 1999. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.
Nicole T
CFP®, ChFC®, Series 63, Series 66
Huntington, IN
Edward Jones
Nicole Thrift Johnson is a financial advisor at Edward Jones in Huntington, Indiana, with 27 years of industry experience. She holds the CFP® and ChFC® designations and has been with Edward Jones for 25 years. Outside of her advisory work, she performs as a vocalist at various functions including weddings, churches, and funerals. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
John N
Series 66
Roanoke, IN
Edward Jones
John Nelson is a financial advisor with Edward Jones in Roanoke, IN, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Parkview Health Systems, Venture 5 Capital LLC, and DLZ Indiana, LLC. He serves as Board Chair of the Huntington County Community Foundation and is President-Elect of the Huntington County Rotary. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.
Trent M
Series 66
Huntington, IN
Edward Jones
Trent Mc Bride is a financial advisor with Edward Jones in Huntington, Indiana, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Mc Bride is involved in construction and trucking labor through McBride Bros. and manages farm land in Markle, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options, supported by a large national network of financial advisors and branches.
Steven B
Series 66
Huntington, IN
Edward Jones
Steven Blomeke is a financial advisor at Edward Jones in Huntington, Indiana, holding a Series 66 designation and having seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Paychex Inc. from 2015 to 2018. He is also a partial owner of a family-owned LLC that rents farm ground. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.
Patrick B
Series 63, Series 65
Huntington, IN
Edelman Financial Engines
Patrick Burkhart Jr. is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Equitable Advisors, and New York Life Insurance Co. Outside of his advisory work, he serves as a volunteer golf coach and has a longstanding role as a part-time shop assistant at Chestnut Hills Golf Club. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) plans and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts for portfolio construction and manages a large number of retail participant accounts relative to its advisory staff, operating within a family of affiliated financial companies that support custody, recordkeeping, and product provision.
Jeremy R
Series 66
Warren, IN
LPL Financial
Jeremy Rufener is a financial advisor with LPL Financial in Warren, Indiana, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, Rufener serves as a town council member and nonprofit board member in Warren, Indiana. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management options supported by an in-house research team, delivering solutions through a large network of investment adviser representatives.
Joshua T
CFP®, Series 66
Roanoke, IN
Edward Jones
Joshua Thacker is a CFP® professional with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at General Motors and Daniels Automotive. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.
Seth K
Series 66
Huntington, IN
OSAIC
Seth Kimmel is a financial advisor at Osaic Wealth Inc. with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Private Advisor Group, LLC and LPL Financial. Outside of advisory work, he is a notary public. Osaic Wealth Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk-tolerance assessments with advanced portfolio management tools and offers a wide range of investment options and advisory programs through a large network of financial advisers.
James S
Series 63, Series 66
Huntington, IN
Edward Jones
James Scheiber is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward Jones since 1998 and holds Series 63 and Series 66 licenses. Outside of his advisory work, Scheiber serves on the boards of Historic Forks of the Wabash, a local historical park, and the Huntington County Community Foundation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and services through a nationwide network of over 23,700 financial advisors, managing approximately $1.01 trillion in assets.
Kevin T
Series 63, Series 65, Series 66
Roanoke, IN
Raymond James Financial
Kevin Thompson is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked for Lincoln Financial Advisors and Lincoln Financial Securities Corporation for 15 years. Outside of his advisory work, he is involved in package delivery services through Amazon Flex. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers non-discretionary advisory services supported by firm research and planning tools, as well as institutional consulting and public finance capabilities.
Megan W
Series 66
Huntington, IN
OSAIC
Megan Wolfe is a financial advisor at OSAIC with three years of industry experience. She holds a Series 66 designation and has previously worked at Private Advisor Group, LPL Financial, BCS Management, and HCCSC. Outside of her advisory role, she serves as a notary and acts as executor of an estate. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm uses a combination of risk-tolerance questionnaires, asset-allocation software, and portfolio optimization tools to manage a wide range of investment programs and custodial platforms.
Justin B
Series 66
Huntington, IN
Edward Jones
Justin Barker is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Pathfinder Services, Inc. for eight years before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and reported approximately $1.01 trillion in assets under management.
Tiffany H
Series 66
Huntington, IN
LPL Financial
Tiffany Haupert is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. She has worked at LPL Financial since 2022 and has been associated with Cuna Brokerage Services, Inc. and Beacon Credit Union since 2005. Outside of her advisory role, she serves as a program manager at Beacon Credit Union and is a commissioned notary. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management options supported by an in-house research team and a large network of investment adviser representatives.
Daniel K
CFP®, ChFC®, Series 63
Huntington, IN
Cetera
Daniel Kennedy is a CFP® and ChFC® with 39 years of industry experience. He has been affiliated with Cetera and its related entities since 2013 and operates Kennedy Wealth Management, a financial services DBA. Outside of his advisory work, he manages a farm and serves as a trustee on the board of Clear Creek Church. Cetera Investment Advisers LLC serves a diverse client base, including individuals, corporations, retirement plans, and institutions, offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers and managed account programs. The firm operates through a broad network of independent advisors and provides multiple investment platforms and model portfolios.
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