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Thomas C

Series 66

Indianapolis, IN

LPL Enterprise

Thomas Cooper III is a financial advisor with LPL Enterprise in Indianapolis, IN, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Eagle Strategies, NYLIFE Securities, New York Life Insurance Company, and Bankers Life in various advisory and securities capacities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, utilizing portfolios developed by internal research and third-party strategists, and also offers access to insurance products and affiliated trust and lending services.

Tax-loss harvesting
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Jeremy C

Series 63, Series 65

Indianapolis, IN

LPL Enterprise

Jeremy Cox is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, LLC, and Bankers Life entities spanning over two decades. He is also contracted through Agent Pipeline to sell various insurance products related to Medicare, health, and home care. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a model-driven investment approach with access to third-party asset managers and offers services including financial planning, consulting, and insurance product sales through affiliated entities.

Tax-loss harvesting
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Luke E

Series 66

Indianapolis, IN

LPL Enterprise

Luke Elgar is a financial advisor with LPL Enterprise in Indianapolis, IN. He holds a Series 66 designation and has less than one year of industry experience. Prior to joining LPL Enterprise, he had roles with Diverex Capital entities and has an ongoing outside position at Kilroy's Sports Bar. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, third-party asset manager access, and insurance product offerings through affiliated entities.

Tax-loss harvesting
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Travis M

Series 63, Series 66

Indianapolis, IN

LPL Enterprise

Travis Mcclarney is a financial advisor with LPL Enterprise possessing 14 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, NY Life, and Eagle Strategies. He serves on the boards of the Golfmoor Baseball Association and the Kiwanis Club of Evansville. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm employs primarily model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Tax-loss harvesting
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Thomas G

Series 63, Series 66

Indianapolis, IN

LPL Enterprise

Thomas Grimsey is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Huntington National Bank, Chase Bank, and Carrington Mortgage Services. Outside of his advisory work, he is the owner of a cleaning business called Heidi’s Clean & Tidy and also serves as a notary. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, third-party asset management access, and a wrap program, while also facilitating insurance sales through affiliated entities.

Tax-loss harvesting
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Andre O

Series 66

Indianapolis, IN

LPL Enterprise

Andre Orselli is a Series 66-licensed financial advisor with LPL Enterprise in Indianapolis, IN, and has two years of industry experience. His background includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Raymond James. Outside of his financial advisory work, he coaches high school baseball at Decatur Central High School. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment implementation is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional services including financial planning, access to third-party asset managers, and affiliated insurance and trust custody offerings.

Tax-loss harvesting
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Christopher B

CFP®, Series 63, Series 66

Indianapolis, IN

LPL Enterprise

Christopher Blancett is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with LPL Enterprise and previously worked at firms including Valic Financial Advisors and Raymond James Financial Services. Outside of advisory work, he is a co-owner of a retail sports card business with his son. LPL Enterprise provides investment advisory and brokerage services to a diverse range of clients, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and specialized wrap programs.

Tax-loss harvesting
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Abraham S

Series 63, Series 66

Indianapolis, IN

LPL Enterprise

Abraham Salinas is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and 11 years of industry experience. His career includes previous roles at PNC Investments LLC, Fidelity Brokerage Services LLC, JP Morgan Chase, and The Huntington National Bank. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate entities, using a model-driven investment approach and offering access to third-party asset managers and financial planning services.

Tax-loss harvesting
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John W

Series 63, Series 65

Indianapolis, IN

LPL Enterprise

John Waite is a financial advisor at LPL Enterprise with 32 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as a nonprofit board member for Hendricks Regional Health, focusing on strategic planning for a county hospital. LPL Enterprise provides advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is model-driven, offering access to third-party asset managers and model portfolios developed by LPL and its partners.

Tax-loss harvesting
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Kevin C

ChFC®, Series 63, Series 66

Indianapolis, IN

LPL Enterprise

Kevin Cole is a financial advisor at LPL Enterprise with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Valic Financial Advisors, Ameriprise, Cetera Investment Services, Raymond James Financial Services, and other firms. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, consulting, and access to third-party asset managers.

Tax-loss harvesting
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Connor R

Series 66

Indianapolis, IN

LPL Enterprise

Connor Reitz is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Enterprise, he has experience working in various roles outside the financial industry and completed his education at the University of Dayton. Reitz is also involved in a non-variable insurance agency in Carmel, Indiana. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional services including financial planning and access to third-party asset managers.

Tax-loss harvesting
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