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Tania C

Series 63, Series 65

Maxwell, IN

Edward Jones

Tania Campbell Cruser is a financial advisor with Edward Jones in Maxwell, IN, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Edward Jones since 2010. Outside her advisory work, she owns Bunny Egg Farms, where she raises and breeds rabbits and chickens, selling show animals to 4H participants and pets. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory strategies and affiliated investment products supported by a nationwide network of more than 23,700 advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Shannon S

Series 66

Noblesville, IN

LPL Financial

Shannon Sanders is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, Sanders worked at BMO Investment Services, BMO Harris Bank, Great Lakes Credit Union, and NCUSD 203, with earlier experience at Gap, Inc. 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, and institutional platforms, supported by extensive advisor resources and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Joshua W

Series 66

Fishers, IN

OSAIC

Joshua Weaver is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with OSAIC and previously worked at Commonwealth Financial Network and Cambridge Investment Research Advisors. Outside of his advisory work, he serves as a deacon and a member of the finance committee at Pennington Park Church, where he oversees benevolence policy and assists with financial decision-making. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process that includes portfolio optimization, risk assessment, and the use of discretionary strategies and third-party managers.

Annuities Private / alternative investments
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