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268 advisors near
46140
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Worth C
Series 63, Series 65
Fortville, IN
Cetera
Worth Conner is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2015, including its affiliated firms, and Regions Bank since 2011. Outside of advisory work, he serves on the Dawson County Board of Health and Dawson County United Way as an unpaid advisor on activities and budgeting, and he coaches and trains in annuity and life insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using multiple program structures and a multi-manager platform.
Jacob H
Series 63, Series 65
Knightstown, IN
Cetera
Jacob Hart is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has worked at multiple firms including Avantax Insurance Agency LLC and Winters CPA Group LLC. Hart also serves as Vice President of the Lions Club of Carthage, a local organization that raises funds for community projects. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
John H
CFP®, Series 66
Fishers, IN
LPL Financial
John Heinzinger is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with LPL Financial and has prior experience at Teachers Credit Union and CUNA Brokerage Services. Outside of his advisory work, he is secretary of Artisan Masterpiece, Inc., a for-profit business he has been involved with since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to financial planning, asset management programs, and institutional platforms, supporting advisors with various investment strategies and operational tools.
Thomas M
Series 66
Fishers, IN
Edward Jones
Thomas Marcinko is a financial advisor with Edward Jones in Fishers, Indiana, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is associated with Accord Topco LP, a logistics business based in Dallas, Texas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Mark R
Series 66
Fishers, IN
Edward Jones
Mark Robbins is a financial advisor with Edward Jones in Fishers, Indiana, holding a Series 66 credential and six years of industry experience. Prior to joining Edward Jones in 2019, he held various roles including ownership and management positions in multiple small businesses, such as pizza restaurants and training firms. Robbins also teaches courses on QuickBooks and Excel for adult learners at Hope Training Academy and serves on advisory boards for private companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients with an extensive nationwide network of financial advisors and branch offices. The firm offers a range of investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Natalie P
Series 63, Series 65
Indianapolis, IN
Cetera
Natalie Pei is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 17 years of industry experience. She has been with Cetera since 2019 and previously worked at Foresters Financial Services and Airbnb. Outside of financial advising, she is involved in modeling and works as a music DJ. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform that includes both affiliated and third-party investment options.
Paul M
Series 66
Fishers, IN
LPL Financial
Paul McIntosh is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Waddell & Reed Inc and was involved with various insurance carriers. Outside of his advisory role, he serves as a board member for Rainmaker's Young Professionals and coaches football at Guerin Catholic High School and Brownsburg High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a wide range of advisory and brokerage services to individuals, retirement plans, institutions, and banks. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.
Alex S
Series 66
New Palestine, IN
LPL Financial
Alex Stirn is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his industry career in 2026. Prior to his current role, he worked at Indiana Farm Bureau Insurance from 2024 to 2026 and completed eight years of full-time education before entering the financial services field. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, 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 a large network of advisors managing over $819 billion in discretionary assets.
Kelly C
Series 63, Series 66
Indianapolis, IN
Cetera
Kelly Cavanaugh is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Fidelity Investments, Prudential Insurance Company of America, Fifth Third Bank, and LPL Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform allowing advisors to implement various investment strategies.
Shane C
Series 63, Series 66
Greenfield, IN
LPL Financial
Shane Cavanaugh is a financial advisor with LPL Financial in Greenfield, IN, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining LPL Financial in 2021, he worked at Wells Fargo Clearing Services and has been involved in CrossFit coaching and training roles. Outside of his advisory work, he serves as a part-time CrossFit coach. 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 model portfolio programs, supported by technology tools and a diverse network of over 22,800 advisors.
Courtney W
Series 63, Series 65
Indianapolis, IN
Cetera
Courtney Willey is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 15 years of industry experience. She has worked at Cetera and related entities since 2019 and previously spent time with Foresters Financial Services. Outside of her advisory role, Willey was the owner of C & S Country Treats for 17 years. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program structures.
Samantha B
CFP®, Series 66
Fishers, IN
LPL Financial
Samantha Bush is a CFP® with 13 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. Prior to joining LPL, she operated Samantha Bush LLC for six years and held roles at Waddell & Reed Inc and various insurance carriers. Her background also includes involvement with the Center Grove Trojan Band Boosters. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and a broad range of non-advisory financial services.
Stephen H
CFP®, Series 66
New Palestine, IN
Edward Jones
Stephen Harris is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He owns and operates a book reselling business, Inspired Minds Group, and participates in weekly discussions related to this venture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated services, supported by a large national network of advisors and branch offices.
Bennett V
Series 66
Fishers, IN
J.P. Morgan Securities
Bennett Van Schouwen is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Aflac prior to joining J.P. Morgan in 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to offer non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.
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.
Kathleen H
Series 63, Series 66
McCordsville, IN
Fidelity
Kathleen Henrie is a financial advisor at Fidelity with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2007, including Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors and is noted for its use of AI-driven research methods and its role in advising multiple registered investment companies.
Sean D
Series 66
Fishers, IN
J.P. Morgan Securities
Sean Dixon is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 10 years of industry experience. He has worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2019, and previously at Morgan Stanley Private Bank and Morgan Stanley from 2016 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research, incorporating ESG frameworks and leveraging broader derivatives and commodities capabilities.
Ryan T
CFP®, Series 66
Indianapolis, IN
Edward Jones
Ryan Thomas is a Certified Financial Planner® (CFP®) with Edward Jones in Indianapolis, IN, where he has worked since 2008. He has 17 years of industry experience and holds the Series 66 designation. 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 under management and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Clara S
Series 66
Greenfield, IN
Edward Jones
Clara Starkey is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Prior to her advisory role, she was associated with Indiana University. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Conner H
Series 66
Indianapolis, IN
Cetera
Conner Hobbs is a financial advisor at Cetera with four years of industry experience. He holds the Series 66 designation and has previously worked with MSD of Wabash County and Whites Residential and Family Services. Outside of his advisory role, Hobbs serves as a board member for the LaFontaine Library. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and provides access to multiple investment program options.
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268 advisors near
46140
within the area shown on the map
Out of 400,000+ nationwide