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Kurt H

CFP®, Series 66

Tipton, IN

Edward Jones

Kurt Hare is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds the Series 66 designation and is based in Tipton, Indiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Founder/Business Owner Intergenerational Families
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Hellen J

Series 63, Series 66

Alexandria, IN

LPL Financial

Hellen Justus is a financial advisor with LPL Financial who holds Series 63 and Series 66 designations and has 24 years of industry experience. She has been with LPL Financial since 2020 and previously worked at E.K. Riley Investments, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad national network. 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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Neal Y

Series 66

Tipton, IN

Edward Jones

Neal Young is a financial advisor with Edward Jones in Tipton, IN, holding a Series 66 designation. He has been with Edward Jones since 2025 and has a background in academia, having worked at Ohio Northern University, Covenant College, and Goshen College. Outside of his advisory role, Neal coaches 6th grade basketball for the Hamilton Heights School Corporation. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a broad range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) General estate planning guidance Charitable giving & philanthropy Retired Founder/Business Owner Executive
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Steve J

CFP®, Series 63

Tipton, IN

Cetera

Steve Jones is a CFP® professional with 23 years of industry experience. He is currently with Cetera and has previously worked at Avantax Advisory Services and Financial Management Resources Inc. In addition to his advisory work, he owns and operates a tax preparation and accounting business. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a multi-manager platform.

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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Scott R

Series 66

Elwood, IN

Edward Jones

Scott Reed is a Series 66-licensed financial advisor with Edward Jones in Elwood, Indiana, where he has worked since 2015. He has 13 years of industry experience. Outside of his advisory role, he is involved in managing rental property in Anderson, Indiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by 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 ownership considerations Business succession planning Founder/Business Owner
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Justin H

Series 66

Elwood, IN

Edward Jones

Justin Hersberger is a financial advisor with Edward Jones in Elwood, Indiana, holding a Series 66 designation and three years of industry experience. His prior roles include positions in wellness systems and sports medicine, as well as operating a multi-level marketing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services, supported by a nationwide network of thousands of advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Early retirement planning Planning for children with special needs Founder/Business Owner
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Zachary R

Series 66

Cicero, IN

Edward Jones

Zachary Rinehart is a financial advisor at Edward Jones in Cicero, Indiana, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Knight Transportation and UPS and attended Indiana University Kokomo. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

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

Series 66, Series 63

Alexandria, IN

Edward Jones

Garrett Segraves is a financial advisor with Edward Jones in Alexandria, Indiana, holding Series 63 and Series 66 designations 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, including households across various net-worth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies under a fiduciary standard.

Retirement income strategy Business exit / sale strategy Business succession planning General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Samuel C

Series 66

Tipton, IN

Edward Jones

Samuel Caley is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Lifetime Financial Growth, Guardian, and Park Avenue. Prior to entering financial services, his work background includes roles in education and local business. 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 under management and offers a range of advisory strategies alongside affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Cicero, IN

Edward Jones

Amanda Sylvester is a Series 66 licensed financial advisor with Edward Jones, based in Cicero, IN. She has 10 years of industry experience and has been with Edward Jones since 2015. Outside of her advisory role, she is the sole member of Tengile LLC, a real estate holding company. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
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Jason H

Series 63, Series 66

Tipton, IN

Edward Jones

Jason Hare is a financial advisor with Edward Jones in Tipton, Indiana, holding Series 63 and Series 66 designations and with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Hare serves as an assistant football coach for Tipton Community School Corporation and is a board member and chairman of the finance and grant making committees at the Tipton County Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets across a nationwide network of advisors and offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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