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Mark H

CFP®, Series 66

Fishers, IN

LPL Financial

Mark Hayes is a CFP® professional with 18 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Plan Intelligence, LLC and MSI Financial Services, Inc. He serves as a board member of the Michigan State Alumni Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, supported by both proprietary and third-party resources.

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

Series 63, Series 66

Carmel, IN

J.P. Morgan Securities

Oguzhan Yesinnar is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. He has been with J.P. Morgan Securities since 2017 and has worked at J.P. Morgan Chase Bank since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Wealth management Executive Founder/Business Owner
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Brett B

CFP®, Series 63, Series 66

Westfield, IN

Ameriprise

Brett Brooks is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with Ameriprise in Westfield, IN, where he has worked since 2026. Prior to Ameriprise, he was with The Huntington Investment Company for 16 years and Edward Jones for three years. Ameriprise Financial Services is a large advisory firm that serves individual and institutional clients and offers a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Davis L

Series 66

Fishers, IN

OSAIC

Davis Luckew is a Series 66-credentialed financial advisor with Osaic Wealth Inc in Fishers, IN, and has one year of experience in the industry. His prior roles include positions at Schlafer Wealth Management and several non-financial roles in educational institutions. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing various 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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Thomas H

Series 63, Series 65

Westfield, IN

Cetera

Thomas Hedrick is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Cetera since 2019 and owns Hedrick Wealth Management. Outside of advisory work, he is involved in real estate through Magnolia Lane Properties, LLC. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services 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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Andrew S

Series 66

Carmel, IN

Raymond James & Associates

Andrew Spears is a Series 66 licensed financial advisor with Raymond James & Associates, based in Carmel, Indiana. He has eight years of industry experience, including prior work with LPL Financial and Ball State University. Outside of advisory work, Spears owns Kendra's Camera Photography, a small business involved in administrative operations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services supported by a diverse range of investment strategies and affiliated research.

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

CFP®, Series 66

Noblesville, IN

Edward Jones

Ryan Hiatt is a CFP® and holds a Series 66 license, with eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent seven years with Mainscape, Inc. in Noblesville, Indiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets 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.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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James F

Series 63, Series 66

Fishers, IN

Edward Jones

James Fleming is a financial advisor with Edward Jones in Fishers, Indiana, holding Series 63 and Series 66 designations and 23 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

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

Series 63, Series 66

Westfield, IN

LPL Financial

Laura Nordyke is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 12 years of industry experience. She previously worked for BMO Harris Financial Advisors, Inc. for eight years before joining LPL Financial in 2021. Outside of her advisory role, she provides bookkeeping and marketing support for a family-operated handyman business. 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 and access to third-party asset management, supported by tools such as machine learning for operational and research assistance.

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

Series 63, Series 65

Carmel, IN

LPL Financial

Stephan Hodge is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. His prior roles include positions at MassMutual Investors Services, MassMutual Life Insurance Company, Northwestern Mutual Wealth Management Company, and City Securities Corporation. 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 network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

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

CFP®, ChFC®, Series 63, Series 66

Carmel, IN

OSAIC

Kenneth Varndell II is a financial advisor at OSAIC with 35 years of industry experience. He holds the CFP® and ChFC® designations and has worked at OSAIC since 2018. Prior to that, he was with Signator Investors, Inc. for two years and has a long-standing affiliation with The Northstar Capital Group, where he has served as a registered representative and investment advisor representative since 2000. He also serves on the board of Marketshare Financial, where he participates in financial review and strategic planning. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and nonprofits. The firm provides integrated brokerage and advisory services, utilizing various asset-allocation tools and investment platforms to manage portfolios that include a broad range of asset types.

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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Ronald E

Series 66

Carmel, IN

Cetera

Ronald Ellis is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has worked at several firms including LPL Financial, Merrill, and Bank of America. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diverse investment management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and 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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Michael H

CFP®, Series 63, Series 66

Carmel, IN

OSAIC

Michael Hutto is a CFP® with 28 years of experience in the financial services industry. He is currently with OSAIC and has held roles at Royal Alliance and Lincoln Financial Securities Corporation. In addition to his advisory work, he volunteers with the Boy Scouts of America as a troop committee member and assistant scoutmaster. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services and employs a variety of investment strategies and platforms to meet client needs.

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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Jay G

CFP®, Series 63

Carmel, IN

Charles Schwab

Jay Gentry is a CFP® professional with 30 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 1997 and 2005, respectively. Based in Carmel, IN, he maintains his registration through Charles Schwab. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a range of integrated investment and custody services.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Zachary R

Series 66

Cicero, IN

Edward Jones

Zachary Rinehart is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He has held positions at Edward Jones since 2023 and has prior work experience in transportation and as a student at Indiana University Kokomo. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services under a fiduciary standard and manages approximately $1.01 trillion in assets supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive Newlywed/Engaged
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Trevin P

Series 66

Lebanon, IN

Edward Jones

Trevin Poole is a financial advisor with Edward Jones in Lebanon, Indiana, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Founder/Business Owner
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Melinda W

Series 63, Series 65

Carmel, IN

Raymond James & Associates

Melinda Woolsey is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at several firms including Cetera Advisors LLC and First Allied Advisory Services, Inc. before joining Raymond James in 2026. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutional investors, and public entities, offering tailored financial planning and advisory services supported by extensive research and diversified portfolio management strategies.

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

Series 63, Series 66

Noblesville, IN

Cambridge Investment Research Advisors

Krysten Overly Armour is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 credentials and has 29 years of industry experience. She previously worked at Lincoln Financial Securities for eight years before joining Cambridge in 2020. Armour serves as an active board member for Noblesville Youth Baseball. Cambridge Investment Research Advisors is a large SEC-registered firm that offers financial planning, investment management, and retirement plan advisory services to a diverse client base including individuals, retirement plans, and charitable organizations. The firm supports a variety of investment strategies delivered through independent Financial Professionals and provides access to both proprietary and third-party model portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Reza M

Series 66

Carmel, IN

Raymond James & Associates

Reza Mollabashy is a financial advisor with Raymond James & Associates in Carmel, IN, holding a Series 66 designation and 22 years of industry experience. He has been with Raymond James & Associates for 20 years and has prior experience working in the fitness industry, including roles at Orangetheory Fitness and Lifetime Fitness. Mollabashy serves as an advisor to the Indianapolis Youth Hockey Association Jr. Fuel, where he provides guidance on budget, policy, strategic planning, and public relations. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal clients, 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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Andrew M

Series 66

Zionsville, IN

OSAIC

Andrew Mardar is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and has held roles at OSAIC Wealth Inc and Engage Financial Group/Osaic Wealth since 2025. Outside of his advisory work, he has been involved with The Hawthorns Golf and Country Club since 2023. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides brokerage and investment advisory services, financial planning, retirement plan consulting, and access to various managed account platforms, using firm-provided asset-allocation tools and third-party services to construct 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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