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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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Carol A

Series 66

Anderson, IN

STIFEL

Carol Albano is a financial advisor at Stifel with 25 years of industry experience. She holds the Series 66 designation and has been with Stifel since 2007. In addition to her advisory role, she is a notary who notarizes documents for clients. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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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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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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Daniel B

CFP®, Series 63, Series 65

Anderson, IN

STIFEL

Daniel Bottomley is a financial advisor at Stifel with eight years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior experience includes three years at Wells Fargo Clearing and six years at Stifel Nicolaus & Co Inc. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

General retirement planning Income planning
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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 designation and two years of industry experience. Prior to his current role, he worked at Old National Bank and has experience in education at Indiana University East and Northeastern High School. Outside of advising, he operates an online retail business selling clothing, accessories, and electronics through platforms like eBay and Facebook Marketplace. LPL Financial is a national firm serving individuals, retirement plans, financial institutions, and corporations through a broad network of investment adviser representatives. The firm provides a range of advisory programs and services, including financial planning, retirement consulting, and model portfolio management, supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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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 financial advisor at Edward Jones with eight years of industry experience. He holds the CFP® certification and the Series 66 license. Prior to joining Edward Jones in 2018, his work history includes positions at the College of the Holy Cross and USA Football. 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 more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

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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Stephen B

Series 63

Anderson, IN

STIFEL

Stephen Bottomley is a financial advisor at Stifel with 40 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

General retirement planning Income planning
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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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Benjamin H

Series 63, Series 65

Anderson, IN

LPL Financial

Benjamin Harber is a financial advisor with LPL Financial, holding the Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with LPL Financial since 2010 and concurrently operates Artistic Enterprises, where he works as an actor and model. Harber also serves as a substitute instructor at Anderson University, teaching an entry-level personal financial planning course. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and 529 account management, utilizing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Marly H

Series 63, Series 66

Anderson, IN

Edward Jones

Marly Hardy is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2002. 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 strategies supported by a nationwide network of over 23,700 financial advisors.

Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive Women Professionals
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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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Jeffrey C

Series 63, Series 66

Fairmount, IN

Raymond James Financial

Jeffrey Combs is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. His work history includes roles at First Farmers and AXA Advisors, among others. He is currently associated with First Farmers Investment Group in an advisory capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through a unique 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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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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Cheryl S

Series 63, Series 66

Anderson, IN

Cambridge Investment Research Advisors

Cheryl Stultz is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. She previously worked at Edward Jones for 12 years before joining Cambridge in 2016. Stultz also operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple investment platforms and caters to a variety of client objectives with both proprietary and third-party strategies.

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