Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Douglas A

Series 63, Series 65

Lafayette, IN

Raymond James & Associates

Douglas Amick is a financial advisor at Raymond James & Associates with 30 years of industry experience. He has held positions at Morgan Stanley Private Bank and Morgan Stanley prior to joining Raymond James in 2021. He holds Series 63 and Series 65 designations. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by a nationwide adviser network.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Michael R

Series 63, Series 65

Lafayette, IN

Raymond James & Associates

Michael Rose is a financial advisor with Raymond James & Associates in Lafayette, IN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Stifel and City Securities Corporation, each for nine years. Outside of his advisory role, Rose is president of FOUR ROSES CATTLE LLC, a family farm corporation, and serves as a regional director for the Indiana Angus Association. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning and consulting services with a range of portfolio management options and specialized municipal advisory roles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Paul K

Series 63, Series 65, Series 66

Lafayette, IN

Raymond James & Associates

Paul Kim is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 designations and nine years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his financial career, he performs as the lead guitarist in a music group called The Ballistics. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension and profit-sharing plans, and municipal entities. The firm offers financial planning and advisory services that are typically non-discretionary, utilizing multiple portfolio management styles supported by in-house research and a broad affiliate network.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Troy K

CFP®, Series 63, Series 66

Lafayette, IN

Raymond James & Associates

Troy King is a CFP®-credentialed financial advisor with Raymond James & Associates in Lafayette, Indiana, bringing 26 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

William C

Series 63, Series 65

Lafayette, IN

Raymond James & Associates

William Cardwell is a financial advisor with Raymond James & Associates in Lafayette, IN, holding Series 63 and Series 65 designations and 22 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Stagecoach RV Sales and Service. He serves as Treasurer and a board member for Big Brothers Big Sisters of Greater Lafayette. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, providing financial planning, investment consulting, and institutional fiduciary solutions, with advisory relationships generally structured as non-discretionary and supported by a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Scott G

CFP®, Series 63, Series 65

Lafayette, IN

Raymond James & Associates

Scott Gillespie is a CFP® professional affiliated with Raymond James & Associates, bringing 25 years of industry experience. He previously worked at STIFEL and City Securities Corporation. Outside of his advisory role, he serves as chairman of the Church Council at Christ United Methodist Church in Lafayette, IN, and is an assistant coach for the Indiana Shockwaves youth travel fastpitch softball team. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipalities, offering tailored financial planning and non-discretionary investment consulting through various specialized programs.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Brandi D

Series 63, Series 65

Lafayette, IN

Raymond James & Associates

Brandi Downey is a financial advisor with Raymond James & Associates in Lafayette, IN, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Prior to joining Raymond James in 2019, she worked at J.P. Morgan Securities and JPMorgan Chase Bank from 2015 to 2019. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Timothy K

Series 66

Lafayette, IN

Raymond James & Associates

Timothy Kirkham is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has nine years of industry experience, having previously worked at Cetera, First Merchants Investment Services, and Edward Jones. Outside of his advising role, he is co-owner of The Kirkham Group lavender farm, owns a shirt printing and design business, Ganbatte LLC, and teaches judo classes through the same company. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary solutions, delivering tailored, generally non-discretionary advice supported by a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Megan S

Series 63, Series 66

Lafayette, IN

Raymond James & Associates

Megan Simmons is a financial advisor with Raymond James & Associates in Lafayette, IN, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. Her prior work includes roles at JP Morgan Chase Bank and JP Morgan Securities, with seven years at Raymond James & Associates. Raymond James & Associates is a large dually registered broker-dealer and registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering tailored, non-discretionary financial planning and consulting supported by extensive research and a variety of portfolio management options.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Patricia H

Series 63, Series 65

Lafayette, IN

Raymond James & Associates

Patricia Horner is a financial advisor with Raymond James & Associates in Lafayette, Indiana, holding Series 63 and Series 65 licenses and 37 years of industry experience. Her prior work includes nine years at Stifel and 13 years at City Securities Corporation. She also served as a notary public for the State of Indiana. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary services, emphasizing non-discretionary advisory relationships supported by research and a range of portfolio management strategies.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")