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Brad T

Series 63

Brookville, IN

Stonex Advisors Inc.

Brad Tebbe is a financial advisor with StoneX Advisors Inc. in Brookville, IN, holding a Series 63 credential and having 29 years of industry experience. Prior to joining StoneX Advisors in 2015, he worked at WRP Investments, Inc. and Fiducial Investment Advisors, Inc. Outside of financial services, he is involved in various business ventures including ownership and management roles in liquor stores, a CPA firm, and a retail pharmacy, as well as serving as a bank director and board member of a golf course. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm employs a combination of independent advisors and an in-house Private Client Group, offering diversified investment strategies through proprietary models and third-party money managers.

ESG / Sustainable investing
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Katharine B

Series 66

Brookville, IN

Stonex Advisors Inc.

Katharine Burger is a Series 66 licensed financial advisor with StoneX Advisors Inc., where she has worked since 2017. She has 10 years of industry experience and is based in Brookville, Indiana. Outside of her advisory role, she serves as a nominating committee member for Farm Credit Mid-America, participating in the identification of candidates for board positions. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm utilizes a combination of advisor-managed portfolios, proprietary models, and third-party money managers to implement strategies across various account structures.

ESG / Sustainable investing
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