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Andrew K

Series 63, Series 65

Muncie, IN

Edward Jones

Andrew Kruger is a financial advisor with Edward Jones in Muncie, IN, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at American Funds for 28 years before joining Edward Jones in 2026. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Series 63

Yorktown, IN

OSAIC

Eric Baize is a financial advisor with Osaic Wealth Inc., holding a Series 63 designation and offering 27 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and Signator Investors, Inc. Baize also operates Baize Financial Concepts, where he provides investment advisory services and sells insurance products. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and investment advisory services with financial planning, retirement consulting, and access to third-party money managers, utilizing advanced portfolio construction tools and offering both discretionary and non-discretionary account management.

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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Dana S

Series 63, Series 65

Muncie, IN

Raymond James & Associates

Dana Sizemore is a financial advisor with Raymond James & Associates in Muncie, Indiana, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked with Raymond James & Associates Inc since 2008. Raymond James & Associates 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, institutional and pension plans, and charitable organizations, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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

Series 63, Series 66

Yorktown, IN

Edward Jones

Christopher Day is a financial advisor with Edward Jones in Yorktown, IN, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, Day serves as vice president and board member of the Yorktown Mt Pleasant Township Community Library, participating in decisions related to personnel, budget, and community activities. 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 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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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 financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He previously worked at Thrivent Financial and David P. Gilliam & Associates, Inc. Campbell serves on the boards of the Martin Riverside Society and the Sigma Phi Epsilon Alumni Volunteer Committee in Muncie, Indiana. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm offers a range of solutions including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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 at Raymond James Financial with 10 years of industry experience. She holds a Series 66 designation and has been with Raymond James Financial Services Advisors since 2016. Outside of her advisory role, she has been involved in business ownership, including serving as president and owner of Coops Trucking, LLC, and managing livestock operations at Hoosier Highlands, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance activities through a municipal advisor affiliation.

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 based in Muncie, Indiana. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has worked at LPL Financial since 2010 and has also managed David P. Gilliam & Associates, Inc., an independent registered investment advisory firm, for 10 years. 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 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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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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Lloyd L

CFP®, Series 66

McCordsville, IN

Edward Jones

Lloyd Lee is a CFP®-designated financial advisor with Edward Jones in McCordsville, IN, bringing eight years of industry experience. He has been with Edward Jones since 2018. Outside of his advisory role, he serves as President and board member of the Hamilton Southeastern Education Foundation in Fishers, IN. 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 range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Retired 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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