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Aaron H

CFP®, Series 66

Muncie, IN

Edward Jones

Aaron Hammond is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Central Indiana Plumbing, Inc. from 2014 to 2017. He volunteers as a firefighter with the Parker Volunteer Fire Department in Parker City, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services supported by a large national network of advisors and branch offices.

Charitable giving tax strategies Wealth management Retirement income strategy General retirement planning Military & Veterans
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Samuel C

Series 66

Muncie, IN

LPL Financial

Samuel Campbell is a Series 66-licensed financial advisor with LPL Financial, bringing three years of industry experience. He has previously worked at Thrivent Financial and holds board memberships with the Martin Riverside Society and Sigma Phi Epsilon AVC in Muncie, Indiana. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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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Kathryn K

CFP®, Series 63, Series 66

Muncie, IN

LPL Financial

Kathryn Kaster is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. She previously worked at THE O.N. Equity Sales Company and Ohio National Life Insurance from 2001 to 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions through a large network of advisors and utilizes various portfolio management strategies and advisor tools.

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

Series 66

Muncie, IN

Raymond James Financial

Colleen Cooper is a financial advisor with Raymond James Financial, holding a Series 66 designation and 10 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2016. Outside of her advisory role, she is involved in business ownership, including serving as president of Coops Trucking, LLC and proprietor of Hoosier Highlands, LLC, which involves livestock management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning and uses analytical tools and risk profiling tailored to client goals, supporting implementation through advisory programs or other providers.

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

Series 66

Yorktown, IN

OSAIC

Jillian Culy is a financial advisor with OSAIC, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Tyler Wealth Management, Charles Schwab, and Valeo Financial Advisors. Outside of her advisory work, she has served as a Notary Public. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a wide network of affiliated advisers. The firm employs various asset-allocation tools and supports multiple advisory platforms, offering integrated brokerage and investment advisory services.

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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Chad G

Series 63, Series 65

Muncie, IN

LPL Financial

Chad Gilliam is a financial advisor with LPL Financial in Muncie, Indiana, holding Series 63 and Series 65 credentials and with 20 years of industry experience. He has worked at LPL Financial since 2010 and operates an independent investment advisory firm, David P. Gilliam & Associates, which he founded in 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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, supported by a large network of advisors and advanced 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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Maurice R

Series 66

Muncie, IN

Edward Jones

Maurice Richardson is a financial advisor with Edward Jones in Muncie, IN, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Remy Power Products/Remy Inc/BorgWarner for nine years and attended Ball State University part-time. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Business ownership considerations Business exit / sale strategy Retirement income strategy Retirement withdrawal strategies Military & Veterans Founder/Business Owner Widow/Widower
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Craig M

Series 63, Series 65

Muncie, IN

OSAIC

Craig Miller is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked previously at Securities America Advisors and 20/20 Financial Group, where he provided investment advisory and financial education services. Miller is based in Muncie, Indiana. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services including financial planning, retirement consulting, managed accounts, and access to third-party money managers, employing a variety of portfolio construction tools and investment options.

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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Brendan K

Series 66

Muncie, IN

Edward Jones

Brendan Kerrigan is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. 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 advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Retirement income strategy Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive
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Nathan F

Series 66

Muncie, IN

LPL Financial

Nathan Fletcher is a financial advisor with LPL Financial, holding a Series 66 credential and two years of industry experience. Prior to joining LPL Financial and Old National Bank in 2024, he worked at Indiana University East and Northeastern High School. Outside of advising, he operates an online sales business on platforms such as eBay and Mercari. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and significant assets under management.

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

CFP®, Series 63

Muncie, IN

Cetera

Todd Yarbrough is a CFP® with 33 years of industry experience, currently serving at Cetera since 2022. His prior roles include positions at LPL Financial, Northwest Bank, and Principal Life Insurance Company. He serves as a board member for Greater Muncie Habitat for Humanity. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of over 10,000 independent advisors. The firm serves individual, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management, financial planning, and retirement services.

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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Kenneth B

Series 63, Series 65

Muncie, IN

Raymond James Financial

Kenneth Brown is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Raymond James since 2007, as well as spending six years at Jackson Financial Group. Brown is the CEO of THEMM Financial Advisors LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using various analytical tools and maintains unique affiliations that support municipal and public-finance activities.

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

ChFC®, Series 63, Series 65

Yorktown, IN

OSAIC

Larry Ruble is a ChFC®-designated financial advisor with 46 years of industry experience. He has been with OSAIC since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Ruble is president of Northstar Advisors, an LLC through which he offers fixed insurance products and securities advisory services. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services. The firm employs various asset-allocation tools and third-party platforms to construct and manage diversified investment portfolios.

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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Eric C

Series 63, Series 65

Muncie, IN

Cetera

Eric Cooper is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at multiple firms, including Ascend Financial Services, Minnesota Mutual Life, and Securian Financial Services, with long tenures spanning over three decades. Additionally, he is employed by Ball State University. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individual investors, retirement plans, corporate, charitable, and institutional accounts. The firm offers both discretionary and non-discretionary portfolio management, utilizing a multi-manager platform that allows advisors to implement model portfolios, third-party managers, or bespoke strategies across various program structures.

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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William I

CFP®, Series 63, Series 66

Muncie, IN

OSAIC

William Isaacs is a CFP® professional with 26 years of experience in financial advising, currently with OSAIC since 2018. He previously worked at Signator Investors, Inc. and has long-term involvement with Wealth Strategies, Inc., where he serves as an officer and director. Isaacs participates in community finance committees, including those for Habitat for Humanity, the YMCA of Muncie, and the Minnetrista Cultural Center. OSAIC serves a diverse client base of retail and institutional investors through a broad network of advisers and advisory platforms, offering integrated brokerage, investment advisory services, and access to multiple third-party money managers. The firm employs systematic asset-allocation tools and supports a range of investment vehicles and managed account solutions.

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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Bonita S

Series 63, Series 65

Muncie, IN

STIFEL

Bonita Straub is a financial advisor at Stifel with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel since 2017, following 13 years at City Securities Corporation. Outside of her advisory role, she is affiliated with the Indiana Notary Association. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

General retirement planning Income planning
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Jordan R

Series 66

Muncie, IN

Cetera

Jordan Rhodes is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2023 and has been associated with Shoemaker Financial Services since 2014. Outside of his advisory role, Rhodes is involved in fixed insurance sales as an agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporations, and charitable entities. The firm provides portfolio management, financial planning, and access to a multi-manager platform featuring both 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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Evan G

Series 66

Muncie, IN

Raymond James & Associates

Evan Griner is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2015. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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