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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 plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management General retirement planning Founder/Business Owner
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Curtis T

Series 63

Kokomo, IN

Edward Jones

Curtis Trainer is a financial advisor with Edward Jones in Kokomo, Indiana, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Edward Jones since 1991. Outside of his advisory role, he owns Trainer Enterprises LLC, a real estate business. Edward Jones is a wealth management firm serving more than four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm supports its advisory services with a large nationwide network of financial advisors and branch offices, and it operates under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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David T

Series 63, Series 66

Kokomo, IN

LPL Financial

David Thomas is a financial advisor at LPL Financial in Kokomo, Indiana, with 19 years of industry experience. He has held his current position at LPL Financial since 2011 and holds the Series 63 and Series 66 designations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Kaley L

Series 66

Kokomo, IN

Raymond James Financial

Kaley Lyons is a financial advisor at Raymond James Financial with one year of industry experience. She holds a Series 66 designation and has previously worked at Dauby, O'Connor, & Zaleski, LLC and Caliente, LLC. Outside of advisory roles, she is an associate employee at Jackson Financial Group LLC in a support capacity. 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 entities. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains unique offerings in municipal advisory and SIMPLE IRA employer consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Melissa M

Series 66

Kokomo, IN

OSAIC

Melissa Mcfadden is a financial advisor at OSAIC with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services and SII Investments. Outside of advisory work, she serves as Operations Manager at SFS Wealth Management. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated financial advisors and multiple platforms. The firm employs asset-allocation tools and third-party solutions to construct and manage diversified portfolios on both discretionary and non-discretionary bases.

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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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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Sallie B

Series 66

Kokomo, IN

Raymond James Financial

Sallie Bower is a financial advisor at Raymond James Financial with 25 years of industry experience. She holds a Series 66 designation and previously worked at Jackson Financial Group for 11 years. Bower is based in Kokomo, Indiana. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Bryan H

Series 66

Russiaville, IN

Edward Jones

Bryan Heilman is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he is a member of B & S Holdings LLC, an LLC established to purchase his branch building. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of 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.

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

Series 66

Kokomo, IN

Edward Jones

Steven Rector is a financial advisor at Edward Jones with nine years of industry experience. He joined Edward Jones in 2017 after working four years at LeaderOne Financial Corp. He holds the Series 66 designation. 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 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
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Jason K

CFP®, Series 66

Kokomo, IN

OSAIC

Jason Kendall is a CFP® professional with 17 years of experience in financial advising. He currently works at Osaic and has previously been with Woodbury Financial Services Inc and Sii Investments. Outside of his advisory work, he serves as president of the National Greentown Glass Association, a nonprofit organization, and owns an antique glassware business. OSAIC serves a wide range of retail and institutional clients through a large network of advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset allocation tools, risk tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

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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William S

CFP®, Series 63, Series 65

Kokomo, IN

OSAIC

William Snow is a financial advisor at OSAIC with 42 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Woodbury Financial Services Inc. and SII Investments, Inc., and he has operated William Snow Associates since 1981. Outside of advising, he is an insurance agent and a partner in an LLC that owns commercial office properties. Osaic Wealth, Inc. serves a diverse clientele ranging from individuals to institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios utilizing a broad range of investment vehicles, managing accounts on both discretionary and non-discretionary bases.

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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Brandi J

Series 66

Kokomo, IN

Raymond James Financial

Brandi Jones is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and two years of industry experience. Her prior work experience includes roles at Jackson Financial Group and First Farmers Bank & Trust. Outside of finance, she serves as the women's golf coach at Indiana University Kokomo. 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 its affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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James H

Series 63, Series 66

Kokomo, IN

Ameriprise

James Hopkins Jr. is a financial advisor with Ameriprise in Monticello, IN, holding Series 63 and Series 66 credentials and over 32 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Hopkins serves on the boards of Six Points Church and Spencer Cemetery. Ameriprise offers retirement-income planning services for individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Candace G

Series 65, Series 63

Russiaville, IN

LPL Financial

Candace Gilles is a financial advisor with LPL Financial holding Series 65 and Series 63 licenses and has 10 years of industry experience. She previously worked at CFD Investments, Inc. and SII Investments before joining LPL Financial in 2021. Outside of advising, she is involved in financial plan writing through Creative Financial Designs. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Samuel C

Series 66

Tipton, IN

Edward Jones

Samuel Caley is a financial advisor at Edward Jones in Tipton, Indiana, with two years of industry experience. He holds a Series 66 designation and previously worked at Lifetime Financial Growth, Guardian, and Park Avenue. Outside of finance, he has experience in education roles at Indian Valley High School and Claymont City Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies supported by a 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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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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Kristin M

Series 65, Series 63

Kokomo, IN

LPL Financial

Kristin Maulden is a financial advisor with LPL Financial in Kokomo, IN, holding Series 63 and Series 65 credentials and three years of industry experience. Her prior experience includes roles at BMO Harris Bank and BMO Bank NA over the past several years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with investment management supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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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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Jamilee C

Series 66

Kokomo, IN

Edward Jones

Jamilee Chapman is a financial advisor with Edward Jones in Kokomo, IN, holding a Series 66 designation and 2 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she is involved with Hydration Station in Greentown, IN. 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 and investment solutions 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
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