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Robert B

CFP®, Series 66

Marion, IN

Edward Jones

Robert Browder II is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He holds a Series 66 license and participates as a board member for the Indiana Department of Commerce’s community revitalization and enhancement tax credit program. Outside of finance, Browder has been involved in stage management for dance and communications 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 advisory services, 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.

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

Series 66

Marion, IN

Edward Jones

Mark Leming is a financial advisor with Edward Jones in Marion, IN, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at FCA and has held various roles in construction, supply, and signage businesses. He also serves as a councilman for Grant County Government, participating in monthly meetings on budgeting and employee matters. Edward Jones is a full-service wealth management firm serving a diverse client base, including individuals and institutions, and manages over $1 trillion in assets through a large nationwide network.

Retirement income strategy General retirement planning Wealth management Founder/Business Owner Government Employee
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Ella B

Series 66

Marion, IN

Edward Jones

Ella Browder is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held roles at Tomahawk, Chic Mercantile, Obi's Barbeque, Ashley's Ice Cream Cafe, and Marion Community Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and 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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Christina P

Series 63, Series 66

Marion, IN

LPL Financial

Christina Payne is a financial advisor with LPL Financial in Marion, Indiana, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has worked at LPL Financial since 2011 and concurrently at Northwest Bank since 2004. In addition to her advisory role, she serves as a Notary Public in Indiana. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms supported by proprietary research and technology tools.

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

Series 66

Gas City, IN

Edward Jones

Heath Crouch is a financial advisor with Edward Jones in Gas City, Indiana, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services through a large network of advisors and branch offices nationwide.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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Jarrad O

Series 63, Series 66

Marion, IN

Edward Jones

Jarrad Odle is a financial advisor at Edward Jones in Marion, IN, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, Odle serves as a head coach for multiple girls' basketball teams at Easter Howard School Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and tax-efficient services.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Ryne O

ChFC®, Series 63, Series 66

Marion, IN

Edward Jones

Ryne Otis is a financial advisor with Edward Jones in Marion, Indiana, holding a ChFC® designation and Series 63 and Series 66 licenses. He has 12 years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and affiliated entities. Outside of his advisory work, he serves as a high school baseball coach at Eastbrook High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of wealth levels. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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Cory P

Series 66

Marion, IN

Raymond James & Associates

Cory Powell is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2011. Raymond James & Associates 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, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Robert M

Series 63, Series 65

Swayzee, IN

Fidelity

Robert Marsh is a financial advisor with Fidelity who holds Series 63 and Series 65 licenses and has 33 years of industry experience. His career includes roles at Fidelity Investments since 2010, with previous positions at Merrill, Open Mind Investing, Stifel Independent Advisors, and Natcity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprising mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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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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Adam S

CFP®, Series 66

Gas City, IN

Edward Jones

Adam Siegelin is a CFP® and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2021. He has four years of industry experience and previously held positions at Taylor University and Miracle Camp and Retreat Center. Outside of finance, he was involved with Siegelin Mowing, a small entrepreneurial venture. 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 broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Charitable giving & philanthropy Retirement income strategy General retirement planning Business ownership considerations Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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