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Neal R

ChFC®, Series 63, Series 65

Kokomo, IN

OSAIC

Neal Rouch is a financial advisor at OSAIC with 39 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Woodbury Financial Services, Questar Asset Management, and Questar Capital Corporation. Outside of his advisory work, he serves as a board member of the First Baptist Church in Galveston, IN. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of advisers. The firm offers integrated brokerage and advisory services with an investment approach that includes asset-allocation tools, risk tolerance assessments, and access to third-party money managers and wrap programs.

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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Matthew W

Series 63, Series 66

Kokomo, IN

Edward Jones

Matthew Williams is a financial advisor with Edward Jones in Kokomo, IN, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, Williams is involved in several real estate ventures and is a partner in an ethanol production company. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Wealth management Business succession planning Founder/Business Owner
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Robert L

Series 66

Kokomo, IN

Edward Jones

Robert Leavitt is a Series 66-licensed financial advisor with Edward Jones in Kokomo, Indiana, and has six years of industry experience. Before joining Edward Jones in 2020, he worked in education for eight years at Western School Corporation and Tipton Community Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large national network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Founder/Business Owner
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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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Alex W

Series 66

Kokomo, IN

LPL Financial

Alex Watkins is a financial advisor with LPL Financial in Kokomo, IN, holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Community First Bank of Indiana and was involved with various organizations including Indiana Institute of Technology and CFD Investments Inc. Outside of finance, Watkins is active with Lairds Training LLC, where he provides coaching in sports and fitness. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology-driven portfolio solutions.

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

Series 66

Kokomo, IN

Edward Jones

Christopher Cripe is a financial advisor with Edward Jones in Kokomo, Indiana, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside his advisory role, Cripe occasionally teaches NRA pistol safety training classes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates a large network of advisors and branches and offers additional services such as trust management and securities-based lending.

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

CFP®, Series 66

Kokomo, IN

Edward Jones

Santos Salinas III is a CFP® professional with 18 years of industry experience, currently serving at Edward Jones since 2010. He is based in Kokomo, IN, and holds a Series 66 license. Outside of his advisory role, he is a member of the Howard County Plan Commission, where he participates in monthly meetings and zoning decisions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors. The firm provides both discretionary and non-discretionary solutions, including tax-efficient services, and operates under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy Divorce financial planning Retirement plans for business owners (SEP, solo 401k) Wealth management Retired Founder/Business Owner Executive
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Jennifer C

CFP®, Series 66

Kokomo, IN

Edward Jones

Jennifer Cole is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones in Kokomo, IN since 2014. She has also been self-employed during this period. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies through a nationwide network of more than 23,000 financial advisors.

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

CFP®, Series 66

Kokomo, IN

Edward Jones

Jeffrey Hughes is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. He has been with Edward Jones in Kokomo, IN since 2014. 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 and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

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

Series 66

Kokomo, IN

Raymond James Financial

William Brutus is a financial advisor with Raymond James Financial in Kokomo, Indiana, holding a Series 66 designation and 16 years of industry experience. He previously worked at Wells Fargo Advisors for four years and has been associated with First Farmers Bank and Trust and First Farmers Investment Group since 2019, where he serves as Vice President. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains notable municipal advisory affiliations and specialized advisory programs.

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

Series 66

Kokomo, IN

Edward Jones

Abigail Diebolt is a financial advisor at Edward Jones in Kokomo, IN, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at Keystone Cooperative and Beck's Hybrids. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory offerings, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national 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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