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Johnnie C

CFP®, Series 63, Series 66

Cloverdale, IN

Osaic Advisory Services, LLC

Johnnie Chestnut is a CFP® with 24 years of industry experience, currently serving as an advisor at Osaic Advisory Services, LLC. He previously worked at Parkland Securities for 10 years and First National Bank for 12 years. Outside of his advisory role, he owns a candle-making business and is a partner involved in the operations and membership growth of a golf course. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and municipal entities. The firm provides a range of services including investment management, financial planning, and retirement plan consulting, utilizing multiple program models and platforms to tailor portfolios and manage client assets.

Annuities
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Chad H

Series 66

Plainfield, IN

Edward Jones

Chad Hauskins is a Series 66-credentialed financial advisor with Edward Jones in Plainfield, Indiana, where he has worked since 2007, totaling 18 years of industry experience. He serves as a trustee on the board of the Plainfield-Guilford Township Public Library, contributing to the library's budget, committees, and general operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm has a large nationwide network of advisors and branches and offers services under a fiduciary standard.

General retirement planning Retired Founder/Business Owner Executive
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Dustin S

Series 63, Series 65

Plainfield, IN

Cetera

Dustin Stonebraker is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at First Merchants Investment Services, Cetera, and PNC Investments. Outside of finance, he co-owns Good Intentions Farm, which produces livestock and produce. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

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

Series 66

Mooresville, IN

Edward Jones

Bry Howard is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at Ivy Tech Community College of Indiana, Ehlen & Heldman PC, and KSM Business Services Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and strategies, supported by a large national network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner Newlywed/Engaged
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Kyle A

Series 63, Series 66

Plainfield, IN

J.P. Morgan Securities

Kyle Archer is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior work experience includes roles at JPMorgan Chase Bank, N.A., Penguin Random House, and International Paper. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of specialized financial products and services.

Wealth management Executive Founder/Business Owner
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Joseph H

Series 66

Plainfield, IN

Thrivent Investment Management

Joseph Huffman is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he held roles at Prime CarWash, Quincy University, Denison Parking, and RBI Factory. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering broad financial planning across various topics without discretion over portfolio management. The firm emphasizes goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option.

Business ownership considerations
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Elizabeth P

Series 63, Series 66

Plainfield, IN

J.P. Morgan Securities

Elizabeth Payton is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked with JPMorgan entities since 2007, including a role at JPMorgan Chase Bank, N.A. since 2007 and J.P. Morgan Securities since 2024. J.P. Morgan Securities 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 strategies.

Wealth management Executive Founder/Business Owner
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Heather R

Series 66

Mooresville, IN

Edward Jones

Heather Rushing is a financial advisor with Edward Jones in Mooresville, IN, holding a Series 66 designation and having nine years of industry experience. She has been with Edward Jones since 2017, previously working at Oasis Outsourcing and briefly in homemaking. Outside of her advisory role, her family is involved in an automotive restoration business, Indy Autowerks, located in Brownsburg, IN. 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, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Divorce financial planning Business ownership considerations Business exit / sale strategy General estate planning guidance General retirement planning Founder/Business Owner Doctor or Medical Professional
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Amy B

CFP®, Series 66

Martinsville, IN

Edward Jones

Amy Bennett is a financial advisor with Edward Jones in Martinsville, Indiana. She holds the CFP® designation and Series 66 license and has eight years of industry experience. Prior to joining Edward Jones in 2017, she worked at the M.S.D. of Martinsville. Outside of her advisory role, she owns a business rental property and leases her office building to another financial advisor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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William W

Series 66

Mooresville, IN

LPL Financial

William Witte is a financial advisor at LPL Financial with 25 years of industry experience. He holds a Series 66 designation and has worked with Investment Centers of America and Ameriprise Financial Services. Outside of advising, Witte owns a tax preparation service and serves as president and owner of a waste treatment facility. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports its advisors with research 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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Jason S

Series 63, Series 65

Plainfield, IN

OSAIC

Jason Stucky is a financial advisor at Osaic Wealth, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors, Inc. and SSN Advisory, Inc. Outside of his advisory role, he serves as a member and treasurer of the Hazelwood Community Association. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage and investment advisory services. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios with stocks, bonds, mutual funds, ETFs, and alternative investments.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Michael H

Series 66

Plainfield, IN

LPL Financial

Michael Harper is a financial advisor with LPL Financial, holding a Series 66 designation and over 26 years of industry experience. He has worked at LPL Financial since 2009, following five years at Citigroup Global Markets and five years at Merrill. Outside of his advisory work, Harper coaches girls basketball, football, and baseball for the Plainfield Community School Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including 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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Curtis M

Series 66

Plainfield, IN

Edward Jones

Curtis Mallery is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm offers various advisory programs and strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

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

Series 63, Series 65

Plainfield, IN

Primerica Advisors

Randolph Davis is a financial advisor with Primerica Advisors in Avon, IN, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1982. Outside of his advisory role, he owns BD Farms LLC, a non-investment related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Benjamin P

CFP®, Series 63, Series 66

Mooresville, IN

Raymond James Financial

Benjamin Pendill is a CFP® professional with 24 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and operates his own practice, Brody J Wealth Management. Pendill also serves as Treasurer and Secretary on the board of the Kendrick Foundation, a nonprofit organization involved in scholarship approvals and grant funding. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, using tailored analytical tools and offering non-discretionary advisory programs. The firm supports a broad client base that includes high-net-worth individuals, pension plans, corporations, and charitable organizations.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Mikel K

Series 63, Series 66

Plainfield, IN

J.P. Morgan Securities

Mikel Kamphues is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank, N.A. for sixteen years. Outside of his advisory role, he is an owner and partner of Northern Indiana Property, a real estate LLC. J.P. Morgan Securities 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 select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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Adam W

Series 66

Martinsville, IN

Edward Jones

Adam Wiese is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he was involved with Agent Adam LLC and The HandleBar LLC for five years each. He also has experience working in education at Perry Meridian High School and Walsh University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Founder/Business Owner Professional Athlete
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Eric R

CFP®, Series 66

Plainfield, IN

Edward Jones

Eric Randel is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He is based in Plainfield, Indiana. Outside of his advisory role, he owns a rental business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over one trillion dollars in assets under management. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Wealth management Retired Founder/Business Owner Executive
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James M

Series 63, Series 65

Plainfield, IN

Primerica Advisors

James Mccallister is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Primerica Advisors since 1996 and serves as a Primerica Life Insurance PFSU Instructor for Indiana. In addition to his advisory role, he is involved in referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and offers an operational model based on tiered wrap fees and independent manager oversight.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Corey C

Series 63, Series 65, Series 66

Mooresville, IN

Cetera

Corey Cordray is a financial advisor at Cetera with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior roles include positions at LBMZ Securities, J.P. Morgan Securities, Edward Jones, and Charles Schwab. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts through a network of over 10,000 advisors.

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