Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

402 advisors near
46741

Out of 400,000+ nationwide

user avatar
firm logo

Christopher B

Series 63, Series 66, Series 65

Fort Wayne, IN

Cetera

Christopher Birkenbeul is a financial advisor with Cetera who holds Series 63, Series 65, and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at Cambridge Investment Research, Midwest Community Credit Union, LPL Financial, and Ash Brokerage Corporation. He is also the owner of Birkenbeul Financial, a business operating under the Cetera brand. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting varied investment strategies and program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Sandra C

Series 63, Series 65

New Haven, IN

Primerica Advisors

Sandra Caceus Newkirk is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked with PFS Investments Inc. since 2010 and Primerica Financial Services since 2006. In addition to her advisory role, she is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure with ongoing oversight of its investment models.

ESG / Sustainable investing Tax-loss harvesting Income planning
firm logo

Jessica S

Series 66

Auburn, IN

Edward Jones

Jessica Stephenson is a financial advisor at Edward Jones in Auburn, Indiana, holding a Series 66 designation with two years of industry experience. She previously worked at 1st Source Bank for eight years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and affiliated financial services through a large national network of advisors and branch offices.

Multi-generational wealth transfer ESG / Sustainable investing Executive Financial Professional Public Service Employee
firm logo

Parker W

CFP®, Series 66

New Haven, IN

Edward Jones

Parker Watts is a CFP® professional with seven years of industry experience, currently advising clients at Edward Jones since 2019. Prior to joining Edward Jones, he worked at 3BG Supply Co and held positions at IPFW and Pro Tackle Outfitters. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a broad network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Phillip H

Series 63, Series 65

Fort Wayne, IN

LPL Financial

Phillip Hamand is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at Old National Bank and Key Investment Services prior to his current roles. Outside of his advisory work, he is involved with Meg's Writing Co LLC, a writing business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and advanced technologies across discretionary and non-discretionary management approaches.

College savings (529s, UTMA, etc.)
user avatar
firm logo

David R

Series 63

Fort Wayne, IN

Raymond James Financial

David Reed is a financial advisor with Raymond James Financial in Fort Wayne, IN, holding a Series 63 designation and 37 years of industry experience. He has been with Raymond James Financial or its affiliates since 1991. Outside of his advisory role, he works as an independent contractor providing financial advisory services for Simcox Financial Services, Inc. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports its clients through a broad network of advisors and advisory firms.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Chad T

Series 66

Fort Wayne, IN

LPL Financial

Chad Tallman is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Spc, Sigma Financial Corporation, CLN Financial, and Alpha Omega Consulting. Outside of his advisory work, he is a semi-professional pool player. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial services, including discretionary and non-discretionary management, supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Barbara W

Series 66

Fort Wayne, IN

UBS Financial Services

Barbara Wolfe is a Series 66 licensed financial advisor with UBS Financial Services Inc. in Fort Wayne, Indiana. She has 18 years of industry experience and has been with UBS since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Tyler F

Series 66

Fort Wayne, IN

Ameriprise

Tyler Ford is a Series 66-licensed financial advisor with Ameriprise in Fort Wayne, Indiana, where he has worked since 2021. He has four years of industry experience and previously worked six years at Hi-Tech Tooling & Supply Inc. Ford serves on the boards of Covington Dells HOA and Greater Fort Wayne Campus Ministry and volunteers teaching basic financial principles with Habitat for Humanity. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
firm logo

Sarah S

Series 63, Series 66

Fort Wayne, IN

Fidelity

Sarah Suddarth is a Financial Consultant currently working with Fidelity Investments, a position she has held since 2020. She has over 11 years of experience in the financial industry, with previous roles including Financial Consultant at TD Ameritrade from 2018 to 2020 and Retirement Consultant at Lincoln Financial Group from 2015 to 2018. Sarah's professional focus involves working closely with clients and their families to develop, implement, adjust, and monitor clear and straightforward financial plans aimed at achieving their personal definitions of financial success. Outside of her professional life, Sarah has interests in comedy, fitness, outdoor adventures, running, and soccer. She is also involved in volunteering activities.

General retirement planning Retirement income strategy Income planning
user avatar
firm logo

Kelly Y

Series 66

Fort Wayne, IN

Edward Jones

Kelly Yeiter is a financial advisor at Edward Jones in Fort Wayne, IN, holding a Series 66 designation with three years of industry experience. Yeiter has been with Edward Jones since 2002. 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 across a nationwide network of more than 23,700 financial advisors, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

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

Bryan E

CFP®, Series 66

New Haven, IN

Edward Jones

Bryan Eakle is a CFP®-certified financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Brownsburg Community School Corporation for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
user avatar
firm logo

Erik F

Series 63, Series 66

Fort Wayne, IN

J.P. Morgan Securities

Erik Fearnow is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Wealth management Executive Founder/Business Owner
user avatar
firm logo

Shannon C

Series 63, Series 66

Auburn, IN

Edward Jones

Shannon Clifton is a financial advisor at Edward Jones in Auburn, Indiana, with 15 years of industry experience. Clifton has held roles at Edward Jones since 2017, with additional experience at The Prudential Insurance Company of America and Garrett State Bank. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Aridai E

Series 66

Fort Wayne, IN

LPL Financial

Aridai Eubank is a financial advisor with LPL Financial in Fort Wayne, IN, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2023, Eubank worked at GTLencke Wealth Management, Harbour Investments, and Compass Financial. Outside of advisory work, Eubank is commissioned as a notary public. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
firm logo

Justin B

Series 66

Fort Wayne, IN

Edward Jones

Justin Berger is a financial advisor at Edward Jones in Fort Wayne, IN, holding a Series 66 credential with six years of industry experience. He joined Edward Jones in 2019 after working at Cameron Memorial Community Hospital and Habitat for Humanity of Greater Fort Wayne. Outside of his advisory role, Berger coaches youth volleyball, including serving as head coach for a high-performance team in Angola, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with various advisory programs and investment options. The firm manages over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
firm logo

Paul P

CFP®, Series 63, Series 65

Fort Wayne, IN

Edward Jones

Paul Phillips is a Certified Financial Planner™ professional with 24 years of industry experience, currently serving at Edward Jones since 2001. He advises on the implementation of the CFP certification program as a member of the CFP Advisory Board at Taylor University Fort Wayne. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offers a range of discretionary and non-discretionary investment strategies, and operates under a fiduciary standard.

Charitable giving & philanthropy Multi-generational wealth transfer Inheritance planning Wealth management Founder/Business Owner Values-based investing Religious/faith focused
user avatar
firm logo

Raeann K

Series 63, Series 66

Huntertown, IN

Thrivent Investment Management

Raeann Kusch is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Outside of her advisory role, she writes and speaks on hospitality and biblical topics to Christian women's groups and serves on the board of a private dining club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm focuses on comprehensive, goal-based planning covering a broad range of topics, allowing clients to combine planning with managed-account programs under a consolidated billing structure.

Business ownership considerations
user avatar
firm logo

Christopher V

Series 63, Series 65

Fort Wayne, IN

Raymond James Financial

Christopher Vosmeier is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He is a partner at Burton Vosmeier & Looney Financial Advisory Group, where he has worked since 2014. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Amy B

Series 63, Series 65

Fort Wayne, IN

Raymond James Financial

Amy Burton is a financial advisor with Raymond James Financial Services Advisors, Inc. in Fort Wayne, IN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She is a partner and branch manager at both BVL Advisors LLC and Burton Vosmeier & Looney Financial Advisory Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored non-discretionary planning and promotes implementation through advisory programs, with notable capabilities in municipal and public finance advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance 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")