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Melvin J

Series 63, Series 65

Elkhart, IN

LPL Financial

Melvin Jacobson is a financial advisor with LPL Financial in Elkhart, IN, holding Series 63 and Series 65 credentials and 45 years of industry experience. His prior experience includes roles at Windsor Insurance, Phoenix Life Insurance, Raymond James Financial, and Financial Partners Wealth Strategies. He is also involved in non-variable insurance through Financial Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by diverse portfolio strategies and technology-driven research.

College savings (529s, UTMA, etc.)
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Scott H

Series 63, Series 66

Elkhart, IN

LPL Financial

Scott Hartman is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Cetera and Lake City Bank. Hartman is involved with Hartman Johnston Capital Inc., a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, employing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Cory M

Series 65, Series 63

Elkhart, IN

LPL Financial

Cory Marlow is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial Services and Windor Insurance. Outside of financial advising, he has served as Porter Township Supervisor since 2016 and was involved in the restaurant business with Bacon Hill Kitchen and Pub from 2015 to 2021. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and employs both discretionary and non-discretionary management strategies supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Destinee C

Series 66

Elkhart, IN

LPL Financial

Destinee Chupp is a financial advisor at LPL Financial with six years of industry experience. She holds the Series 66 designation and has previously worked at Cetera and Lake City Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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