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Drew D
CFP®, Series 63
Carmel, IN
LPL Financial
Drew Dimond is a CFP® with 26 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for nearly two decades, along with earlier roles at Osaic FA, Inc. and KeyBanc Capital Markets Inc. His outside activities include managing a business entity for tax purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its advisors with a broad range of investment strategies and technology tools while maintaining extensive non-advisory financial services and oversight of substantial discretionary assets.
Jeffrey R
Series 63
Carmel, IN
LPL Financial
Jeffrey Roach is a financial advisor with LPL Financial in Carmel, IN, holding a Series 63 designation and having 37 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. for 17 years and held positions at Guardian Life and Osaic FA, Inc. Roach is also a licensed real estate broker and participates in the Smart Vestor Pro program by Dave Ramsey. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, asset management programs, and institutional platforms, supporting advisors with model portfolios, third-party subadvisors, and technology tools.
Travis W
Series 66
Carmel, IN
LPL Financial
Travis Walton is a financial advisor with LPL Financial in Carmel, IN. He holds a Series 66 designation and has been with LPL Financial since 2025. Prior to this, he has been associated with Edgewater Payments since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
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