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372 advisors near
47711
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Out of 400,000+ nationwide
Chris G
Series 65, Series 63
Evansville, IN
FIFTH THIRD SECURITIES, Inc.
Chris Galbraith is a financial advisor with Fifth Third Securities, Inc. in Evansville, IN. He holds Series 65 and Series 63 designations and has one year of industry experience. Prior to joining Fifth Third Securities, he worked at Enterprise Holdings and holds educational experience at Western Kentucky University and Henderson County High School. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering access to multiple program types and third-party portfolio managers on the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, and is a wholly owned subsidiary of Fifth Third Bank.
John M
Series 66
Evansville, IN
Guardian Life
John Morrow is a financial advisor with Primerica Advisors in Wadesville, Indiana, holding a Series 66 designation and 23 years of industry experience. His prior firms include Guardian Life Insurance Company, Park Avenue Securities, Fifth Third Securities, and Securities America. Outside of his advisory work, he is involved in farming and serves at St. Paul’s Church of Poseyville, Inc. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including proprietary advisory programs and third-party investment platforms. The firm offers both discretionary and non-discretionary account management with diverse investment options and financial planning solutions.
Halee D
Series 66
Evansville, IN
Transamerica Retirement Advisors, LLC
Halee Dickinson is a financial advisor with Transamerica Retirement Advisors, LLC in Evansville, IN, holding a Series 66 designation and two years of industry experience. Prior to joining Transamerica, she worked at Edward Jones and Old National Bank, among other roles. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education, utilizing proprietary software and model portfolios developed in partnership with Morningstar Investment Management. The firm focuses on asset allocation and retirement guidance through both discretionary and non-discretionary programs.
Marcus B
Series 65, Series 63
Evansville, IN
FIFTH THIRD SECURITIES, Inc.
Marcus Billingsly is an advisor at Fifth Third Securities, Inc. in Evansville, Indiana, holding Series 65 and Series 63 licenses with three years of industry experience. His career includes roles at Fifth Third Securities since 2023 and Fifth Third Bank since 2018, as well as prior positions at Lids Sports Group, University of Evansville, and Inside Scoop. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services. The firm provides multiple managed account programs through the Passageway platform, utilizing various portfolio management strategies and acting as a broker-dealer, SEC-registered investment adviser, and municipal advisor.
James H
Series 65, Series 63
Evansville, IN
FIFTH THIRD SECURITIES, Inc.
James Hunter is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Evansville, IN, holding Series 65 and Series 63 credentials and 11 years of industry experience. He has been with Fifth Third Bank since 2003 and joined Fifth Third Securities in 2021. Fifth Third Securities serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers various program types via its Passageway Managed Account platform, including mutual fund and ETF models, SMA strategies, and direct indexing, allowing clients to tailor investment solutions to their risk profiles.
Sean D
Series 63, Series 65
Evansville, IN
FIFTH THIRD SECURITIES, Inc.
Sean Darr is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Fifth Third Securities since 2016 and has been with FIFTH THIRD BANK since 1993. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and an optional tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.
Adam S
CFP®, Series 66
Evansville, IN
Private Advisor Group, LLC
Adam Strouse is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC since 2012. He is also the president of The AutoAuthority, Inc., a retail specialty automobile sales and service business. Strouse holds the Series 66 designation and operates out of Evansville, Indiana. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of strategies tailored to client objectives and risk tolerances.
Richard R
Series 65, Series 63
Evansville, IN
Hornor, Townsend & kent, LLC
Richard Royalty III is an advisor at Hornor, Townsend & Kent, LLC with Series 65 and Series 63 credentials. He has experience working at Rich Royalty State Farm and Qualia prior to joining Hornor, Townsend & Kent. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, providing advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering custody, execution, and brokerage capabilities alongside investment advice.
Brian O
Series 63, Series 65
Newburgh, IN
Guardian Life
Brian Owen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Park Avenue Securities since 2011 and with Guardian Life Insurance Company since 2010, where he also sells life insurance products. Park Avenue Securities serves a diverse retail client base including individual investors, high-net-worth clients, and organizations, offering a range of brokerage and advisory services supported by proprietary and third-party investment strategies.
Samuel L
Series 66
Evansville, IN
Farther
Samuel Lingo is a financial advisor at Farther with five years of industry experience. He holds a Series 66 designation and has worked previously at Lifetime Financial Growth, Prudential Financial, Association Member Benefits Advisors, and Practice By The Numbers LLC. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm employs Modern Portfolio Theory via proprietary model portfolios and algorithmic rebalancing, using a mix of ETFs, mutual funds, individual equities, and fixed income, supplemented by AI tools subject to internal review.
Julie W
Series 63, Series 65
Evansville, IN
Guardian Life
Julie Weyer is a financial advisor at Guardian Life with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2016. Outside of her advisory role, she is involved with Lawton Insurance. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of financial planning and investment advisory services.
Kevin N
Series 66, Series 63, Series 65
Henderson, KY
FIFTH THIRD SECURITIES, Inc.
Kevin Niemeier is a financial advisor with Fifth Third Securities, Inc. holding Series 66, Series 63, and Series 65 licenses and 17 years of industry experience. He has been affiliated with Fifth Third Bank since 2008 and joined Fifth Third Securities in 2019. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a range of portfolio management programs on its Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, supporting diverse client needs including high-net-worth individuals, corporations, and trusts.
David H
Series 66, Series 63
Evansville, IN
Empower Advisory Group
David Hall is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 licenses. Outside of his advisory role, he serves as Vice President of JADT Resale LLC, a retail arbitrage business focused on reselling merchandise such as shoes and activewear online. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms.
Brittney G
Series 66
Evansville, IN
FIFTH THIRD SECURITIES, Inc.
Brittney Gentry is a Series 66 credentialed advisor with one year of experience at FIFTH THIRD SECURITIES, Inc. She has been affiliated with FIFTH THIRD BANK since 2009. FIFTH THIRD SECURITIES, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types on the Passageway Managed Account platform, including mutual fund and ETF models, SMA strategies, tax-overlay services, and direct-indexing options.
Christopher B
Series 65, Series 63
Evansville, IN
Bankers Life Advisory Services, Inc.
Christopher Boyd is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 licenses and eight years of industry experience. He has worked with Bankers Life and its affiliated entities since 2012. Outside of his advisory role, Boyd serves as a trustee for the Sgt John Mills USMC Scholarship, which awards scholarships to students pursuing higher education. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations aligned with clients’ goals and risk tolerances, utilizing a range of securities in customized portfolios.
Sheri B
Series 63, Series 65
Evansville, IN
Valic Financial Advisors
Sheri Barron is a financial advisor with Valic Financial Advisors in Evansville, IN, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Valic Financial Advisors since 2000 and also serves as an agent with Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.
Jacob B
Series 63, Series 65
Evansville, IN
FIFTH THIRD SECURITIES, Inc.
Jacob Buckmaster is an advisor with Fifth Third Securities, Inc. in Evansville, Indiana. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2025. His prior experience includes roles at Fifth Third Bank, Vista Title, Toyota Manufacturing, and Memorial High School. Fifth Third Securities, Inc. serves a diverse clientele including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through various programs on the Passageway Managed Account Platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to multiple portfolio management strategies and tax overlay services.
Richard T
Series 63, Series 65
Newburgh, IN
FIFTH THIRD SECURITIES, Inc.
Richard Tenison is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with FIFTH THIRD SECURITIES since 2000. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves within a structure affiliated with Fifth Third Bank.
Matthew N
Series 66
Evansville, IN
FIFTH THIRD SECURITIES, Inc.
Matthew Neff is a financial advisor at Fifth Third Securities, Inc. in Evansville, Indiana, with 16 years of industry experience. He holds the Series 66 designation and has been with Fifth Third since 2010, joining Fifth Third Securities in 2020. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.
Stephen H
Series 63, Series 66
Evansville, IN
FIFTH THIRD SECURITIES, Inc.
Stephen Hopkins is a financial advisor at Fifth Third Securities, Inc. in Evansville, IN, holding Series 63 and Series 66 licenses with 31 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2004. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individual, charitable, corporate, and institutional clients. The firm’s platform includes multiple discretionary managed-account options, direct indexing, and a tax-overlay service, and it operates as a wholly owned subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate affiliation.
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Finding advisors...
372 advisors near
47711
within the area shown on the map
Out of 400,000+ nationwide