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730 advisors near
46034
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Eric Z
Series 63, Series 65
Carmel, IN
Independent Financial Partners
Eric Zebrauskas is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at TCFG Wealth Management and Summit Financial Group. Outside of his advisory work, he is actively involved in golf coaching, serving as a coach for Hamilton Heights Middle School and several junior PGA programs, and owns a golf coaching and club rehabilitation business. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a decentralized advisory model with a notable focus on retirement-plan consulting and pension services, serving a broad client base that includes individual, charitable, corporate, and high-net-worth clients.
Brian L
Series 66
Fishers, IN
VOYA Financial Advisors, Inc.
Brian Libich is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and 18 years of industry experience. He has been with Voya Financial Advisors since 2016. In addition to his advisory role, he is an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm delivers advice primarily through non-discretionary programs and operates both as an SEC-registered investment adviser and a broker-dealer.
Trevor C
Series 63, Series 65
Carmel, IN
Commonwealth Financial Network
Trevor Conwell is a financial advisor with Commonwealth Financial Network based in Carmel, IN. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at Oaktree Financial Advisors, Primerica Advisors, and Indiana University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $213 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody/clearing services.
Robert T
Series 63, Series 65
Noblesville, IN
Empower Advisory Group
Robert Turner is a financial advisor at Empower Advisory Group with 39 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Equitable Advisors and Axa Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates proprietary and third-party planning methodologies focused on long-term portfolio returns and is closely tied to Empower’s recordkeeping and administrative platforms.
Elizabeth Y
Series 66
Carmel, IN
Wealth Enhancement Advisory Services, LLC
Elizabeth Yeo is a financial advisor at Wealth Enhancement Advisory Services, LLC with seven years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. and OSAIC. Outside of her advisory role, she serves as secretary of the board for F3R, Inc., where she manages communications and charity auctions, and assists with event coordination for R3M Sports Group, Inc. during the Masters Golf Tournament. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.
Brock N
Series 63, Series 65
Carmel, IN
Valic Financial Advisors
Brock Noel is a financial advisor with Valic Financial Advisors in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Valic Financial Advisors and Agia in 2024, he spent 19 years at TIAA-CREF. He is also appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.
Brian K
Series 65, Series 63
Carmel, IN
Key Investment Services LLC
Brian Kornelis is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Northwestern Mutual and KeyBank, and he has experience working with Bethel Christian Reformed Church and the International Christian School of Vienna. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while offering access to third-party discretionary managers and performing regular due diligence and oversight.
Brian K
Series 63, Series 66
Fishers, IN
Key Investment Services LLC
Brian Kincanon is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. He has worked within the KeyBank and Key Investment Services organizations since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment selection and provides monitoring, due diligence, and access to third-party discretionary managers.
Amy C
CFP®, Series 63, Series 66
Carmel, IN
VOYA Financial Advisors, Inc.
Amy Cummings is a CFP® professional with 31 years of industry experience. She is currently an advisor at Voya Financial Advisors, Inc., where she has worked since 2025. Prior to that, she spent 26 years at Valic Financial Advisors and two years at Agia. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides services including financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, with a significant focus on non-discretionary, recommendation-based advice.
Justin L
Series 63, Series 65
Noblesville, IN
Empower Advisory Group
Justin Logan is a financial advisor at Empower Advisory Group with eight years of industry experience. His previous roles include positions at Fidelity Investments, Beacon Pointe Financial Advisors LLC, and Charles Schwab. Outside of finance, he works part-time performing light cleaning and maintenance at a sports and entertainment facility in Westfield, Indiana. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party planning methodologies focused on long-term portfolio returns and savings rates.
Don E
Series 63, Series 65
Fishers, IN
SPC
Don Etchison is a financial advisor with SPC in Fishers, IN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with SPC since 2003 and also worked at Parkland Securities since 2014. Outside of his advisory work, he performs as a musician in a classic rock band. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers a range of portfolio management, financial planning, and ERISA-related retirement plan services, with an emphasis on discretionary management and collaboration with third-party managers.
James L
Series 66
Noblesville, IN
Empower Advisory Group
James Loper is a financial advisor with Empower Advisory Group in Noblesville, Indiana. He holds a Series 66 designation and joined the firm in 2026. Prior to his advisory role, he worked for eight years at Hyundai/Genesis of Noblesville and 12 years at O'Charley's Grill & Bar. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.
Ann W
Series 66
Fishers, IN
Principal Financial Services
Ann Waren is a Series 66-credentialed financial advisor with Principal Financial Services, based in Fishers, IN. She has 11 years of industry experience, having worked with Principal Securities Inc. and Principal Life Insurance Company since 2015. Additionally, she serves as a bank and trust officer at Principal Bank, supporting retirement plan account relationships across the firm’s insurance, broker-dealer, and bank/trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.
Allyson F
Series 66
Carmel, IN
Rockefeller Financial LLC
Allyson Fritchley is a financial advisor at Rockefeller Financial LLC with a Series 66 designation. She joined the firm in 2024 and previously held roles at Marian Investor Coaching, Inc. and Franciscan University of Steubenville. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm offers portfolio management, financial planning, and brokerage services, operating under a Private Advisor model with a consolidated investment platform that includes equities, fixed income, and alternatives.
Kate W
Series 66
Carmel, IN
TIAA-CREF
Kate Wright is a financial advisor with TIAA-CREF, holding a Series 66 designation and 12 years of industry experience. She has worked at TIAA-CREF since 2019 and previously held roles at OneAmerica Securities, American United Life, Keenan Blanchford, and Northwestern Mutual. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, corporate entities, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.
Brooke W
Series 63, Series 66
Carmel, IN
Sanctuary Advisors, LLC
Brooke Weaver is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She previously worked at Bank of America and Merrill before joining Sanctuary Advisors in 2019. Outside of her advisory role, she serves on the board of the Conner Prairie Foundation, a living history museum where she participates in reviewing endowment funds. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including high-net-worth individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports its network of over 400 independent advisers with a variety of portfolio management programs, employing fundamental, quantitative, and technical analyses while acting as a fiduciary under written agreements.
Kimberly H
Series 63, Series 65
Fishers, IN
Transamerica Financial Advisors
Kimberly Huser is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with multiple firms including WealthWave and American Alternative Insurance Corporation. Outside of her advisory role, she participates in the Foxy Ladies 1 Golf League and is involved with NetLaw Inc., referring clients for affordable estate planning documents. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers within an extensive advisor network. The firm supports individual investors, employer-sponsored plans, trusts, estates, charities, and businesses through multiple program platforms and proprietary and external model portfolios.
Andrew M
Series 63, Series 65
Carmel, IN
Wealth Enhancement Advisory Services, LLC
Andrew Moulton is a financial advisor at Wealth Enhancement Advisory Services, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Moulton Financial Group and Woodbury Financial Services. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement plan consulting with an investment approach that combines passive and active strategies guided by an internal Investment Committee.
Darin P
Series 65
Carmel, IN
Brookstone Capital Management LLC
Darin Paul is a financial advisor at Brookstone Capital Management LLC with a Series 65 designation. He has prior experience at Physicians Mutual and Combined Insurance Company, spanning over two decades in related fields. His work history also includes self-employment beginning in 2025. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models, a turnkey asset management platform, and a variety of investment vehicles, serving both clients directly and through other advisory programs.
Elijah S
Series 66
Carmel, IN
Valic Financial Advisors
Elijah Spears is a financial advisor with Valic Financial Advisors in Carmel, IN, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Agia and the School of Rock. He is also an insurance agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.
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730 advisors near
46034
within the area shown on the map
Out of 400,000+ nationwide