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Jeanette G

Series 66

La Porte, IN

Edward Jones

Jeanette Girton is a financial advisor at Edward Jones in La Porte, Indiana, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she serves on the Board of Directors for the YMCA Foundation in Valparaiso, Indiana. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large nationwide presence of financial advisors and branch offices.

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

Series 66

South Bend, IN

Raymond James & Associates

John Niswonger is a financial advisor with Raymond James & Associates in South Bend, IN, holding a Series 66 credential and nine years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, he occasionally rents his personal residence for local weekend events through platforms such as Airbnb and Rent Like A Champion. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and municipal entities, offering non-discretionary planning and a range of wrap fee and institutional consulting services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Tyler G

Series 63, Series 66

South Bend, IN

Edward Jones

Tyler Glynn is a financial advisor with Edward Jones in South Bend, IN, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has spent his entire career with Edward Jones and its predecessor firm, Edward D. Jones & Co., L.P., since 1995. Outside of advising, he is involved as an investor and member in several business ventures, including manufacturing bulletproof doors and commercial real estate holdings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with an array of advisory programs, including discretionary wrap fee strategies and separately managed accounts. The firm operates under a fiduciary standard and is distinguished by its extensive nationwide network of advisors and branches, as well as affiliated capabilities such as a trust company and securities-based lending.

Caring for aging parents Retired Founder/Business Owner Executive Women Professionals
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Christin R

CFP®, Series 63, Series 66

South Bend, IN

Cetera

Christin Rose is a CFP®-certified financial advisor with 23 years of industry experience, currently affiliated with Cetera. Her career includes long-term roles at The Healy Group and Securian Financial Services, where she held various positions since 2007. Outside of her advisory work, she volunteers as a trainer and teacher with Junior Achievement and is involved in selling chestnuts from trees she cultivates. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, utilizing multiple program structures and investment strategies.

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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Candy R

Series 66

South Bend, IN

Merrill

Candy Raven is a Series 66 licensed financial advisor with Merrill in South Bend, Indiana, bringing 28 years of industry experience. She has been with Merrill since 1996. Outside her advisory role, she holds an Indiana real estate broker’s license in referral status with Berkshire Hathaway Home Services Northern Indiana. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Passive / index investing
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Alec R

Series 66

La Porte, IN

Edward Jones

Alec Rosario is a financial advisor with Edward Jones in La Porte, IN, holding a Series 66 designation and bringing 14 years of industry experience. His prior roles include positions at Bank of America NA, Merrill Lynch Pierce Fenner & Smith Inc, JPMorgan Securities LLC, Centier Bank, and Cetera. 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, supported by a large network of financial advisors and branch offices nationwide.

Business ownership considerations Business succession planning General estate planning guidance Retirement income strategy Wealth management Founder/Business Owner Hispanic/Latino/Latinx
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Mary V

Series 66

South Bend, IN

LPL Financial

Mary Vegh is a Series 66 licensed financial advisor with 12 years of industry experience. She is currently with LPL Financial, where she has worked since 2023, and previously spent eight years at Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Jennifer S

CFP®, Series 66

Niles, MI

Edward Jones

Jennifer Salmon is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. She holds the Series 66 designation and is based in Niles, Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions, supported by a nationwide network of more than 23,700 advisors.

Business ownership considerations Business succession planning Wealth management Founder/Business Owner
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Brandon M

Series 63, Series 66

South Bend, IN

Fidelity

Brandon Muma is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He works as part of a team to develop personalized plans for clients' investment strategies and retirement goals. Prior to this role, Brandon held various positions at Fidelity Investments, including Investment Solutions Representative III, II, and I from 2023 to 2025, High Net Worth Service Representative in 2022, and Customer Relationship Advocate from 2021 to 2022. Brandon holds an Arkansas Insurance License, which supports his work in financial planning and investment consultation. Outside of his professional responsibilities, he enjoys activities such as boating, cars, fishing, lake, and swimming.

General retirement planning Retirement income strategy Income planning Wealth management Passive / index investing
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Gerald M

Series 66

South Bend, IN

Edward Jones

Gerald Madsen is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he was employed at LPL Financial and 1st Source Bank from 2014 to 2018. 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 more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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

Series 63, Series 65

South Bend, IN

Cetera

Nicholas Liskey is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 16 years of industry experience. He is the owner of Healy Financial, a financial services business, and has worked with Shoemaker Financial, focusing on fixed insurance sales. Liskey has been with Cetera and its affiliated entities since 2023. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies with access to affiliated and third-party managers.

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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Brian J

Series 63, Series 65

South Bend, IN

LPL Financial

Brian Jackson is a financial advisor with LPL Financial in South Bend, IN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining LPL Financial in 2021, he worked for six years at Voya Financial Advisors, Inc. Jackson is also involved in operating Jackson Advisor Services, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and diversified investment strategies supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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George M

Series 66

South Bend, IN

Ameriprise

George Myers is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. His prior work includes roles at Cardinal Services, Catena Media, and the Kokomo Tribune. He serves on the board of directors for David's Courage, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Christopher A

Series 66

South Bend, IN

Merrill

Christopher Adams is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. He leverages insights from Merrill and resources from Bank of America to provide comprehensive wealth management solutions. Christopher's expertise spans various areas including college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, and retirement income. He holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from Michigan State University. Beyond his professional work, Christopher participates in community service through volunteering with local organizations. His personal interests include adventure sports, baseball, basketball, biking, boating, football, music, skiing, and traveling.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.)
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Daniel G

CFP®, ChFC®, Series 63, Series 65

South Bend, IN

LPL Financial

Daniel Gryp is a financial advisor at LPL Financial with seven years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Securities America Advisors and the US Army. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Justin N

Series 63, Series 66

Buchanan, MI

Edward Jones

Justin Nurenberg is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 licenses. 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, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors.

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

Series 65

South Bend, IN

Cetera

Janelle St Clair is a financial advisor with Cetera, holding a Series 65 credential and four years of industry experience. Her career includes roles at Securian Financial Services, Shoemaker, Korhorn Financial Group, and Socha Financial Group. She is based in South Bend, Indiana. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to various program platforms through a multi-manager platform that supports both discretionary and non-discretionary strategies.

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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Matthew W

Series 66

South Bend, IN

LPL Financial

Matthew Wilson is a financial advisor with LPL Financial in South Bend, IN, holding a Series 66 designation and 18 years of industry experience. He previously worked at Edward Jones for 13 years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management strategies supported by proprietary research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Christopher E

Series 66

South Bend, IN

LPL Financial

Christopher Emery is a financial advisor with LPL Financial based in South Bend, IN. He holds the Series 66 designation and has industry experience beginning in 2015, including roles at Springleaf Financial and Notre Dame Federal Credit Union. Emery is also a commissioned notary. LPL Financial is a registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Steven S

CFP®, ChFC®, Series 66

South Bend, IN

Raymond James Financial

Steven Spivey is a CFP® and ChFC® credentialed financial advisor with 17 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at LPL Financial and Teachers Credit Union. He is also the owner and CEO of Spivey Wealth Management, Inc., a support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting with a focus on tailored plans and a broad range of implementation options.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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