Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

70 advisors near
46565

Out of 400,000+ nationwide

firm logo

Samantha C

Series 66

Lagrange, IN

Edward Jones

Samantha Cunningham is a Series 66 licensed financial advisor with Edward Jones, based in Lagrange, IN. She has three years of industry experience, including roles at The Venue and Gaia Herbs. Outside of her advisory work, she manages event production for Mountain Song Productions. 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 investment strategies and affiliated capabilities, supported by a large network of advisors and branch offices across the country.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive Women Professionals
user avatar
firm logo

Rick L

Series 63, Series 66

Goshen, IN

Cetera

Rick Lengacher is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2025 and previously spent nine years at Concourse Financial Group Securities Inc. Lengacher also serves as Branch Compliance Manager at Everence Trust Company, providing insurance, investment, and charitable planning services. Outside of his advisory work, he coordinates Sunday School education programs and scholarship administration for Pleasant View Church in Goshen, Indiana. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with diverse program options and affiliations.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Matthew S

Series 66

Goshen, IN

Edward Jones

Matthew Szynal is a financial advisor with Edward Jones in Goshen, IN, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he organizes, referees, and coaches youth soccer games. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Steven H

Series 63

Middlebury, IN

Edward Jones

Steven Herbster is a financial advisor with Edward Jones in Middlebury, Indiana, holding a Series 63 credential and over 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1988. Outside of his advisory role, he manages two LLCs related to property and vehicle ownership in Costa Rica. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a broad range of advisory strategies and affiliated investment products, supported by a nationwide network of over 23,700 advisors and more than $1 trillion in assets under management.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Dawn B

Series 66

Middlebury, IN

Edward Jones

Dawn Barrier is a financial advisor with Edward Jones, holding the Series 66 designation and having 18 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

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

Adam C

Series 66

Goshen, IN

Edward Jones

Adam Christoffersen is a financial advisor at Edward Jones in Goshen, IN, holding a Series 66 designation. He has one year of industry experience, joining Edward Jones in 2026. Prior to his career in financial advising, he worked in the recreational vehicle industry with Winnebago of Indiana, LLC and Winnebago Industries for a combined 13 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General retirement planning Inheritance planning Founder/Business Owner
user avatar
firm logo

Katherine G

Series 66

Goshen, IN

Cetera

Katherine Glick Miller is a financial advisor at Cetera with six years of industry experience. She holds a Series 66 credential and previously worked at Concourse Financial Group Securities Inc and the Culp CPA Group. In addition to her advisory role, she serves as a designated principal and retirement administrator at Everence Trust Company, where she provides insurance, investment, financial, and charitable planning services, and is Vice President and a board member of Praxis Mutual Funds. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager investment platform with various program options, including discretionary and non-discretionary portfolio management and access to third-party money managers, supporting over 10,000 advisors and managing more than $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Joshua P

Series 66

Sturgis, MI

Edward Jones

Joshua Parks is a financial advisor with Edward Jones in Sturgis, MI. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Western Michigan University and Pineview Golf Club. 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, 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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Kimberly P

Series 65, Series 63

Goshen, IN

Edward Jones

Kimberly Pedler is a financial advisor with Edward Jones in Goshen, Indiana, holding Series 65 and Series 63 licenses and six years of industry experience. Her prior roles include positions at LPL Financial, Notre Dame Federal Credit Union, Lochmandy Motors, and Interra Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad array of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Amanda H

Series 63, Series 65

Goshen, IN

J.P. Morgan Securities

Amanda Hilton is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities LLC since 2012. Outside of her advisory role, she is also a musician who occasionally performs in a band several times a year. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Wealth management Executive Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")