Kevin Cassidy is a financial advisor at Larson Financial Group, LLC in Indianapolis, IN, with 16 years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at Charles Schwab for nine years prior to joining Larson Financial Group in 2025. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs employing both strategic and tactical approaches, supported by AI-assisted research tools alongside human review.

Alex Davis is a financial advisor at Larson Financial Group, LLC with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Commonwealth Financial Network and Midwest Wealth Management. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a particular emphasis on serving doctors and related businesses. The firm utilizes a combination of model portfolios and custom discretionary programs that include strategic and tactical approaches, supported by AI-assisted tools alongside human review.

Matthew Tully is a financial advisor at Larson Financial Group, LLC with 33 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Larson Financial Group in 2022, he worked at Midwest Wealth Management Inc., Catalyst Capital Advisors LLC, Catalyst Mutuals Fund Distributors LLC, and Maximum Impact Partners. Outside of his advisory work, he serves as an elder on the board of Leavener Ministry, a nonprofit organization focused on church activities and community disaster relief. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting services to individuals, trusts, corporations, nonprofits, and pension plans, with a particular focus on serving doctors and related businesses. The firm employs both strategic and tactical investment approaches, including model portfolios, custom discretionary programs, and third-party money manager recommendations, supported by AI-assisted research and documentation tools.

David Thyen is a Series 65–licensed advisor with six years of industry experience, currently serving at Larson Financial Group, LLC since 2022. His prior roles include positions at Midwest Wealth Management Inc., Valeo Financial Advisors, Fifth Third Trading Center, and Kimball Electronics. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm utilizes a combination of model portfolios and custom discretionary programs employing both strategic and tactical approaches, supported by AI-assisted research tools alongside human review.

Gavin Bizeau is a financial advisor at Larson Financial Group, LLC with three years of industry experience. He holds a Series 66 credential and previously worked at Northwestern Mutual Wealth Management Company and Fidelity Investments. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with emphasis on serving doctors and related businesses. The firm employs a combination of model portfolios, custom discretionary programs, and third-party money managers, utilizing both strategic and tactical approaches to investment management.