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Dustin M
Series 66
Fishers, IN
LPL Financial
Dustin Mendenhall is a financial advisor with LPL Financial in Fishers, Indiana, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Avantax Planning Partners, Edward Jones, Southbridge, and Vertical Wealth. He is involved with S.A.M. Investment Group LLC, an entity for tax and investment purposes. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies across advisory and brokerage platforms.
Joseph S
Series 63, Series 66
Fishers, IN
LPL Financial
Joseph Strack is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 20 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors, J.P. Morgan Securities, Chase Investment Services, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, providing financial planning, portfolio programs, third-party asset management, and institutional platforms.
Raymond M
Series 66
Fishers, IN
LPL Financial
Raymond Mark is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 18 years of industry experience. He has worked with LPL Financial since 2009 and operates Elements Wealth Management, a DBA related to his LPL business. Prior to LPL, he held positions at Chase Investment Services Corp. and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.
Mark H
CFP®, Series 66
Fishers, IN
LPL Financial
Mark Hayes is a CFP® professional with 18 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Plan Intelligence, LLC and MSI Financial Services, Inc. He serves as a board member of the Michigan State Alumni Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, supported by both proprietary and third-party resources.
Jonathan D
Series 66
Fishers, IN
LPL Financial
Jonathan De Haan is a financial advisor at LPL Financial with Series 66 credentials and two years of industry experience. He has also been involved with Crestline Development since 2020 and provides tutoring services outside of investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio programs, supported by a broad platform and extensive non-advisory financial activities.
Jim W
Series 63, Series 66
Fishers, IN
LPL Financial
Jim Wolf is a financial advisor with LPL Financial based in Fishers, Indiana. He holds the Series 63 and Series 66 designations and has 27 years of industry experience, including prior roles at Charles Schwab and CUNA Brokerage Services. Since 2014, he has also been involved with Elements Wealth Management as an investment representative. 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 services including financial planning, model portfolio programs, and access to third-party asset management, supported by technology tools and a broad platform of financial solutions.
Samantha M
Series 66
Fisher, IN
LPL Financial
Samantha Melching is a financial advisor with LPL Financial and holds the Series 66 designation. She has eight years of industry experience, including prior roles at NewEdge Advisors, Sanctuary Wealth, and OneMain Financial. 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 and access to third-party asset management, supported by a large network of investment adviser representatives and advanced operational tools.
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