Overwhelmed by options?
Answer a few questions to see advisors matched to you.
63 advisors near
46065
within the area shown on the map
Out of 400,000+ nationwide
Travis R
ChFC®, Series 66
Lafayette, IN
Edward Jones
Travis Robinson is a ChFC® and Series 66 designated financial advisor with Edward Jones in Lafayette, IN, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, Robinson serves as a school board member and coaches youth through high school football in Michigantown, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive network of advisors and branch offices.
Brian R
CFP®, Series 63, Series 65
Frankfort, IN
Edward Jones
Brian Reeves is a financial advisor at Edward Jones with 29 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2020, he was affiliated with Raymond James Financial and Hamilton Financial Group, which he founded and operated before closing the business. 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 with an emphasis on fiduciary standards, supported by a large nationwide network of advisors and branch offices.
Tyler I
CFP®, Series 66
Lafayette, IN
Edward Jones
Tyler Isgrigg is a CFP® professional with 11 years of experience, currently advising at Edward Jones since 2014. He holds the Series 66 designation and is based in Lafayette, IN. 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 discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.
Cara B
Series 66
Lafayette, IN
Edward Jones
Cara Brovont is a financial advisor at Edward Jones in Lafayette, IN, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at Cary and Associates, LLC, LifeCare Services/Matrix LifeCare, and Flour Mill Bakery. Outside of finance, she is connected to a wellness center franchise owned by her husband but has no operational responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, offering both discretionary and non-discretionary strategies, along with affiliated mutual funds and other financial services.
Erik R
CFP®, Series 63, Series 66
Lafayette, IN
Edward Jones
Erik Roe is a CFP® professional with 20 years of industry experience and has been with Edward Jones in Lafayette, IN since 2005. He holds Series 63 and Series 66 registrations. Outside of his advisory role, he serves on the board of Faith Seminary in Lafayette, IN. 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 and offers a broad range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and affiliated investment products.
Andrew W
Series 63, Series 66
Frankfort, IN
Edward Jones
Andrew Wehr is a financial advisor at Edward Jones in Frankfort, Indiana, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.
Cynthia R
Series 63, Series 66
Lafayette, IN
Thrivent Investment Management
Cynthia Ringer is a financial advisor at Thrivent Investment Management with 27 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of her advisory role, she is a co-owner of WCR Miniature Herefords, a small cattle-raising business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan, while keeping these services separate.
Jaret S
Series 66
Frankfort, IN
Edward Jones
Jaret Snellenberger is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2022. Prior to that, he held roles at Creme de la Creme, MRO Supply, Ball State University, and Snelly's Landscaping. 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 through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Patricia C
Series 63, Series 66
Lafayette, IN
Edward Jones
Patricia Caliendo is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm is known for its extensive advisor network and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Alek S
CFP®, Series 66
Lafayette, IN
Edward Jones
Alek Stevens is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. Prior to his advisory role, he served eight years in the Indiana Army National Guard. Based in Lafayette, IN, Stevens holds the Series 66 designation. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Bethany O
Series 66
Lafayette, IN
Edward Jones
Bethany Owens is a financial advisor at Edward Jones in Lafayette, IN, holding a Series 66 designation. She joined Edward Jones in 2026 and has prior experience working with Homeland Security Investigations and the United States Secret Service. 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 broad range of advisory programs, including discretionary and non-discretionary strategies, as well as affiliated mutual funds and tax-efficient services.
Chase I
ChFC®, Series 66
Frankfort, IN
Edward Jones
Chase Isgrigg is a financial advisor at Edward Jones with eight years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2018, he worked at Frankfort Commons Golf Course for two years. 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, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets under management.
Melissa A
Series 63, Series 66
Lafayette, IN
LPL Financial
Melissa Acher is a financial advisor with LPL Financial in Lafayette, IN, holding Series 63 and Series 66 credentials and 24 years of industry experience. Her prior work includes roles at CUNA Brokerage Services, Inc., Cuna Mutual Group, and Fifth Third Securities, Inc. She is also involved with investment services at Purdue Federal Credit Union. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors and extensive operational resources.
Bret C
ChFC®, Series 66
Frankfort, IN
Edward Jones
Bret Capps is a financial advisor with Edward Jones in Frankfort, IN, holding the ChFC® and Series 66 designations. He has eight years of experience at Edward Jones and previously worked at Comcast for twelve years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Shawn W
Series 65, Series 66
Delphi, IN
Cetera
Shawn Whitcraft is a financial advisor with Cetera who holds Series 65 and Series 66 credentials and has 13 years of industry experience. His prior work includes roles at Edward Jones and Key Investment Services, with a career spanning several positions within Cetera since 2016. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, overseeing more than $256 billion in assets and employing over 10,000 advisors.
Karissa M
CFP®, Series 66
Lafayette, IN
Edward Jones
Karissa Mooney is a CFP® certificant and Series 66 license holder with 14 years of industry experience, all of which has been with Edward Jones since 2012. She is based in Lafayette, IN. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
James S
CFP®, Series 66
Lafayette, IN
Edward Jones
James Schlueter is a CFP® professional 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 Weaver Popcorn for four years. Outside of his advisory role, he is a partner and owner of Highline Capital Partners LLC, a real estate holding company. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Renita H
Series 66
Frankfort, IN
Edward Jones
Renita Harris is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 credential and has previously worked in retail roles, including at Torrid LLC. 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 operates a large network of financial advisors and branch offices, offering a range of advisory programs and affiliated financial services.
Jason C
Series 63, Series 66
Lafayette, IN
Edward Jones
Jason Cantrell is a financial advisor with Edward Jones in Lafayette, Indiana, holding Series 63 and Series 66 credentials and over 31 years of industry experience. He has been with Edward D. Jones & Co. since 1993. Outside of his advisory role, he owns commercial rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.
Matthew H
CFP®, Series 66
Lafayette, IN
Edward Jones
Matthew Haskett is a CFP®-designated financial advisor with Edward Jones in Lafayette, IN, and has 18 years of industry experience. He has been with Edward Jones since 2013. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services, supported by a nationwide network of over 23,700 financial advisors.
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.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
63 advisors near
46065
within the area shown on the map
Out of 400,000+ nationwide