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Brittni B

Series 65, Series 63

Indianapolis, IN

LPL Enterprise

Brittni Bouse is a financial advisor with LPL Enterprise holding Series 65 and Series 63 credentials and seven years of industry experience. She has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC, and maintains involvement in secretarial work for Allen Bouse Insurance and Financial Services. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisory services, and access to diversified investment programs through both advisory and brokerage channels.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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James U

Series 66

Indianapolis, IN

LPL Enterprise

James Ulman is a financial advisor with LPL Enterprise, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Cetera, and First Community Bank. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Josh F

Series 66

Indianapolis, IN

LPL Enterprise

Josh Fedorchak is a financial advisor with LPL Enterprise in Indianapolis, IN, holding a Series 66 designation and two years of industry experience. His prior roles include positions at PRUCO Securities, Strack and Van Til, and teaching at Wabash College and local schools. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated advisory and brokerage platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Warren M

Series 65, Series 63

Indianapolis, IN

LPL Enterprise

Warren Mc Crea is a financial advisor at LPL Enterprise with Series 65 and Series 63 credentials and one year of industry experience. He previously worked at Northwestern Mutual in several capacities and has been involved with the Community Life Center since 2024. Outside of his advisory role, he coaches volleyball and participates in community sports and fitness activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm combines adviser programs with a range of financial products and employs an integrated platform utilizing model portfolios, third-party asset managers, and insurance solutions.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Andrea C

Series 63, Series 65

Indianapolis, IN

LPL Enterprise

Andrea Creek is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Before entering the financial industry, she worked in retail at Bath and Body Works and Sun Tan City. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management through an integrated platform combining advisory programs with brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Corey S

Series 66

Indianapolis, IN

LPL Enterprise

Corey Schrader is a financial advisor at LPL Enterprise with two years of industry experience and holds the Series 66 designation. He has previous work history with firms including Park Avenue Securities, Guardian Life Insurance Company, and Equitable Advisors, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning and advisory services through a platform that combines investment advisory and brokerage capabilities along with access to model portfolios and third-party asset managers.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Robert L

Series 63, Series 65

Indianapolis, IN

LPL Enterprise

Robert Lane is a financial advisor at LPL Enterprise with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he serves in an advisory role at Holy Spirit Catholic Church, acting as a liaison between the Parish Business Office and parishioners. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Francine J

Series 63, Series 65

Indianapolis, IN

LPL Enterprise

Francine Jacoby is a financial advisor at LPL Enterprise with 45 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. Jacoby serves as a board member of the Indianapolis Zoo, a nonprofit organization. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisory, and brokerage services through a platform that integrates adviser programs with a range of financial products and utilizes both in-house and third-party investment strategies.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Sarah S

Series 63, Series 65

Indianapolis, IN

LPL Enterprise

Sarah Sallee is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has previously worked with Prudential Insurance Company of America, Pruco Securities, LLC, MML Investor Services, and MassMutual Life Insurance Company. Outside of her advisory work, she is involved in direct sales of health and beauty products through companies such as Mary Kay and Globallee. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products on an integrated platform that combines adviser programs with active sales of financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Aidan L

Series 63, Series 66

Indianapolis, IN

LPL Enterprise

Aidan Lamping is a financial advisor with LPL Enterprise holding Series 63 and Series 66 licenses and has one year of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Bison Financial Group, and a year at Loven Oven Pizzeria. He studied at Purdue University from 2021 to 2025. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and a broad range of brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Corey G

Series 65, Series 63

Indianapolis, IN

LPL Enterprise

Corey Goers is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and having 13 years of industry experience. His prior roles include positions at J.P. Morgan Securities and The Prudential Insurance Company of America. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services supported by model portfolios and third-party asset managers.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Mickealin C

Series 63, Series 66

Indianapolis, IN

LPL Enterprise

Mickealin Cassell is a financial advisor with LPL Enterprise in Indianapolis, IN, holding Series 63 and Series 66 licenses and 26 years of industry experience. Prior to joining LPL Enterprise in 2024, Cassell worked for J.P. Morgan Securities for 12 years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model portfolio programs, and a range of brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Michael L

Series 63, Series 66

Indianapolis, IN

LPL Enterprise

Michael Lawrence is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and J.P. Morgan Securities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering services through both advisory and brokerage channels. The firm provides financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products on an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Bart S

Series 66

Indianapolis, IN

LPL Enterprise

Bart Shambaugh is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 66 designation and previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Edward Jones. Outside of his advisory role, he has been involved as an artist and musician with the Brownsburg High School Show Choirs Band. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a range of financial products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Trevor W

Series 66

Indianapolis, IN

LPL Enterprise

Trevor Waite is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has previously worked at Prudential Financial and Streamline Books. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering both advisory and brokerage services supported by a platform that integrates adviser programs with a range of financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Shaina K

Series 66

Indianapolis, IN

LPL Enterprise

Shaina Keck is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has four years of industry experience, including prior roles at Northwestern Mutual and Stonecrest Group. Outside of advisory work, she is involved as a bartender at Nigh Brew Pub. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to multiple investment and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Seth S

Series 63, Series 65

Indianapolis, IN

LPL Enterprise

Seth Silcock is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Fifth Third Securities, Hutchens & Kramer Investment Management Group, and The Prudential Insurance Company of America. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios, combining adviser programs with the sale of financial products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Benjamin V

Series 66

Indianapolis, IN

LPL Enterprise

Benjamin Vangundy is a financial advisor with LPL Enterprise, holding the Series 66 designation and based in Indianapolis, IN. He joined LPL Enterprise in 2025 and has prior experience working at Walgreens and Frontier Communications. LPL Enterprise, LLC serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs, combining advisory services with brokerage and insurance product offerings.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Liam P

Series 66

Indianapolis, IN

LPL Enterprise

Liam Perry is a financial advisor with LPL Enterprise holding a Series 66 designation. Based in Indianapolis, IN, he began his career at LPL Enterprise in 2025 following prior experience at Ball State University and Papa Johns. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients, providing financial planning, consulting, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance product offerings through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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John J

Series 63, Series 66

Indianapolis, IN

LPL Enterprise

John Joy is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Valic Financial Advisors for 14 years and Agia for four years. Additionally, he serves as president of John Joy Insurance, a non-variable insurance business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a broad range of brokerage and insurance products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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