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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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Evan G

Series 66

Muncie, IN

Raymond James & Associates

Evan Griner is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2015. Raymond James & Associates, Inc. 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, institutions, charitable organizations, and municipal entities, 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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