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Emma S
Series 66
Mooresville, IN
Edward Jones
Emma Schiefer is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has previously worked at Blue & Co, LLC, Clear Creek Fisheries, LLC, and Purdue University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds through a nationwide network of advisors and branch offices.
Larry N
CFP®, Series 66
Mooresville, IN
Edward Jones
Larry Neal is a Certified Financial Planner (CFP®) and holds a Series 66 license with 14 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, including high-net-worth households, 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 large network of financial advisors and branch offices nationwide.
David B
Series 63, Series 65
Mooresville, IN
Cetera
David Brown is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 24 years of industry experience. His previous positions include roles at Prudential Insurance Company of America, Mutual of Omaha, and Regions Bank. Outside of his advisory work, he serves as a power of attorney for a family member. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform serving individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm provides a range of discretionary and non-discretionary portfolio management and financial planning services, utilizing model portfolios, third-party managers, and customized strategies across various account structures.
Scott R
Series 63, Series 65
Indianapolis, IN
Primerica Advisors
Scott Razzino is a financial advisor at Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses with two years of industry experience. His work background includes roles at Primerica Financial Services, Endress and Hauser, Caterpillar Reman, Trane Technologies, and Eaton Corporation. He is involved in the sale of home security and automation products and other home-related services through a co-located affiliate of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-based investment strategies managed by unaffiliated asset managers and operates at scale with approximately 3,997 advisors and $15.5 billion in assets under management.
Robert M
Series 63, Series 65, Series 66
Plainfield, IN
Cetera
Robert Milligan is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63, 65, and 66 credentials and has been with Cetera Advisors LLC since 2013. Milligan serves on the advisory board of the Plainfield Chamber of Commerce and is involved with the Plainfield United Methodist Church as chairperson and endowment committee member. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through various program platforms and third-party managers.
Chad B
CFP®, Series 63, Series 66
Mooresville, IN
LPL Financial
Chad Baldwin is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at LPL Financial. He previously worked at Edward Jones for nine years and held an earlier position with LPL Financial. Baldwin also operates Baldwin Wealth Strategies, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research models and third-party subadvisors across various platforms.
Jeremiah R
CFP®, Series 66
Avon, IN
LPL Financial
Jeremiah Rader is a CFP®-certified financial advisor with six years of industry experience. He is currently with LPL Financial, having joined in 2023, and previously worked at Ameriprise and Securities America, Inc. He operates Rader Financial Services as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.
Ronald R
Series 63
Avon, IN
LPL Financial
Ronald Rader is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 27 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. In addition to his advisory work, he operates Rader & Rader CPAs, a tax preparation and accounting firm established in 1994. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolios, and institutional platforms, with advice delivered through a large network of investment adviser representatives utilizing both proprietary and third-party strategies.
Sybrand V
Series 63, Series 66
Plainfield, IN
Edward Jones
Sybrand Vermeulen is a financial advisor with Edward Jones in Plainfield, IN, holding Series 63 and Series 66 designations and five years of industry experience. His prior roles include positions at Modern Woodmen of America, Liberty Mutual, and Endress+Hauser. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions backed by a large national network of financial advisors and branch offices.
James C
Series 66
Plainfield, IN
J.P. Morgan Securities
James Cavitt is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 10 years of industry experience. He has been with JPMorgan Chase Bank, N.A. since 2018 and with J.P. Morgan Securities LLC since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.
Jessica Q
Series 66
Danville, IN
Edward Jones
Jessica Quigley is a financial advisor with Edward Jones in Danville, IN, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones since 2015 and previously worked for Danville Community School Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and offers various advisory programs and investment strategies under a fiduciary standard.
Sam J
Series 66
Brownsburg, IN
Edward Jones
Sam Johnson is a financial advisor at Edward Jones holding a Series 66 designation with experience beginning in 2022. Prior to joining Edward Jones, he held roles at Eli Lilly, Artistry Wealth, and in education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.
William O
Series 63, Series 66
Mooresville, IN
Edward Jones
William O'Neal is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Securities, JP Morgan Chase Bank, and Northwestern Mutual. 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 under management through a nationwide network of advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.
Edward V
Series 66
Avon, IN
Merrill
Edward Vacca is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 credential and has worked previously at firms including Ameriprise, Huntington National Bank, The Huntington Investment Company, and Edward Jones. Outside of his advisory role, he is employed seasonally at Lowe's Home Improvement. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
Harold T
Series 66
Avon, IN
Edward Jones
Harold Tinsley is a Series 66 licensed financial advisor at Edward Jones in Avon, IN, with 17 years of industry experience, all spent at Edward Jones since 2009. Outside of his advisory role, he owns and oversees the restoration of a recreation park through Southlake Recreation Park LLC and engages in eBay sales as a hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.
Bruce H
Series 66
Avon, IN
Ameriprise
Bruce Hoover is a financial advisor with Ameriprise in Avon, IN, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Ameriprise Financial Services, The Huntington Investment Company, Woodbury Financial Services, MSI Financial Services, and Edward Jones. He serves as a finance officer and board member for the Avon American Legion Post 145, a nonprofit supporting veterans and local community organizations. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that focuses on dependable income and tax-aware withdrawal strategies through a centralized service team collaborating with financial advisors.
David A
Series 66
Avon, IN
Edward Jones
David Aynes is a financial advisor with Edward Jones in Avon, Indiana, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and worked previously at Indiana University School of Medicine for nine years. Aynes has an ongoing business involvement with We Clean for You since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.
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