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Dennis S

ChFC®, Series 63

Lafayette, IN

Private Advisor Group, LLC

Dennis Synesael is a financial advisor with Private Advisor Group, LLC, holding a ChFC® designation and Series 63 license, and has 37 years of industry experience. His prior experience includes roles at LPL Financial, Advantage Investment Management, and National Planning Corporation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm’s advisory model is fiduciary-based and leverages multiple investment strategies, technology platforms, and third-party managers.

Annuities Founder/Business Owner
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Diego D

Series 63, Series 65

Lafayette, IN

SPC

Diego De Los Santos is a financial advisor with SPC, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at LPL Financial, Transamerica Financial Advisors, and National Planning Corporation. Outside of his advisory work, he is a 20% owner of a Mexican eatery in San Juan Capistrano and operates a small farm business selling chicken eggs. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charities, and corporations. The firm supports a large network of advisors offering tailored, discretionary investment advice through various account programs and maintains strategic partnerships with broker-dealers and third parties.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Michael M

Series 63, Series 65

Rossville, IN

Money Concepts Capital Corp

Michael Meador is a financial advisor with Money Concepts Capital Corp in Rossville, IN, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with Money Concepts Capital Corp since 1996 and also operates Meador and Company, LLC, a tax preparation and accounting business. Additionally, he serves as an officer and director in several related non-investment businesses. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion for around 14,700 clients through a variety of managed programs, employing model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Joshua W

Series 66

Flora, IN

Sanctuary Advisors, LLC

Joshua Winger is a financial advisor at Sanctuary Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Chase Bank, N.A., Charles Schwab & Co., and the Evansville Teachers Federal Credit Union. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s platform supports a variety of investment strategies and account types, offering both discretionary and non-discretionary management with an array of analytical approaches and fiduciary services.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Glen A

Series 63, Series 65

Lafayette, IN

Bankers Life Advisory Services, Inc.

Glen Asbury is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to his current role, he has been affiliated with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Since 2011, he has also worked as an insurance agent, writing life, health, Medicare Supplement, annuity, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis to create customized portfolios and is affiliated with CNO Financial Group and related insurance and mortgage businesses.

Wealth management Retired
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Garrett C

Series 66

Lafayette, IN

Private Advisor Group, LLC

Garrett Cheney is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Private Advisor Group since 2019 and previously spent four years with Advantage Investment Management LLC. Outside of his advisory role, he has involvement in insurance services, including life, disability, and long-term care insurance products. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers a range of managed account solutions and employs a fiduciary-based advisory model that incorporates various investment strategies and third-party managers.

Annuities Founder/Business Owner
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Adam B

Series 66

Delphi, IN

Edward Jones

Adam Blankenberger is a financial advisor with Edward Jones in Delphi, IN, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. 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 wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Planning for children with special needs Founder/Business Owner
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Michael M

Series 63, Series 66

Lafayette, IN

J.P. Morgan Securities

Michael Mcmorris is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various entities within the J.P. Morgan organization since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending investment strategies.

Wealth management Executive Founder/Business Owner
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Rena N

CFP®, Series 63, Series 66

Lafayette, IN

LPL Financial

Rena Noe is a CFP® professional with 26 years of experience in the financial industry. She has worked at LPL Financial since 2018 and previously held roles at SII Investments Inc, Strategic Financial Group, StrategIQ Financial Group, LLC, and United Planners' Financial Services of America. Noe is also a Notary Public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services supported by a network of over 22,800 advisors and utilizes both proprietary and third-party strategies.

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

CFP®, Series 66

Lafayette, IN

Edward Jones

Justin Coleman is a CFP® professional with 15 years of experience at Edward Jones, where he has worked since 2011. He holds the Series 66 designation and is based in Lafayette, Indiana. 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 offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

General retirement planning Retired Founder/Business Owner Executive
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Joshua F

CFP®, Series 66

Frankfort, IN

Edward Jones

Joshua Fossnock is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Quaker Oats and Frito Lay, Inc. His professional background includes roles in both the financial and consumer goods sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management Executive Women Professionals
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Jennifer R

Series 66

Frankfort, IN

Edward Jones

Jennifer Reagan is a financial advisor at Edward Jones in Frankfort, IN, holding a Series 66 designation with 15 years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

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

Series 66

Flora, IN

LPL Financial

Matthew Meek is a financial advisor with LPL Financial and holds a Series 66 designation. He has 14 years of industry experience, including prior roles at Avantax Advisory Services and Fisher & Associates. In addition to his advisory work, Meek is involved in tax preparation and accounting services through Fisher & Associates, which he has maintained since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and institutional platforms, supported by extensive research tools and a broad network of over 22,800 advisors.

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

CFP®, Series 66

Lafayette, IN

Edward Jones

Luke Rutan is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and works in Lafayette, Indiana. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients and approximately $1.01 trillion in assets under management. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Wealth management Business succession planning General estate planning guidance Founder/Business Owner
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Dailey T

Series 66

Lafayette, IN

Edward Jones

Dailey Tingley is a financial advisor at Edward Jones with four years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones in 2022, Dailey worked with the Migrant Education Program and has a background that includes involvement with Purdue University athletics and several community organizations. Outside of advising, Dailey serves as a substitute coach and faculty director for the Academy Boiler Juniors volleyball club and volunteers in various roles supporting Purdue Volleyball. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm offers a broad range of investment advisory programs and maintains a large network of financial advisors and branch offices.

Charitable giving tax strategies Divorce financial planning General retirement planning Inheritance planning Educators, Teachers, and Academics
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Derek F

Series 63, Series 65

Flora, IN

LPL Financial

Derek Fisher is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and more than 31 years of industry experience. His prior work includes roles at Avantax Insurance Agency, LLC, Avantax Investment Services, Inc., and serving on the Security Federal Savings Bank Board. Fisher also operates Fisher & Associates, Inc., a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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

Series 63, Series 65

Lafayette, IN

Edward Jones

M Mc Kitrick III is a financial advisor with Edward Jones in Lafayette, IN, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is a youth soccer referee with the United States Soccer Federation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of advisors and branch offices.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Inheritance planning Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Avery F

Series 66

Lafayette, IN

LPL Financial

Avery Fisher is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, Avery held roles in various sectors including wellness and research, and was involved with Fisher Financial Services and PR Company Roofing. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning and investment management solutions.

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

Series 63

Lafayette, IN

Edward Jones

Dawn Johnson is a financial advisor with Edward Jones in Lafayette, Indiana, holding a Series 63 designation and 30 years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers various advisory strategies, affiliated mutual funds, and trust services.

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

Series 66

Lafayette, IN

Thrivent Investment Management

Luke Lehe is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2024. Prior to his advisory roles, he held positions at White Lodging and taught at Purdue University and Vincennes University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics without implementing them. The firm integrates planning with managed-account services through its WealthPlan option, conducting periodic reviews while maintaining separate planning and portfolio management functions.

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