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Cheryl S

Series 63, Series 66

Anderson, IN

Cambridge Investment Research Advisors

Cheryl Stultz is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Edward Jones for nine years before joining Cambridge in 2016. In addition to her advisory role, she operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Dustin P

CFP®, Series 66

Pendleton, IN

Edward Jones

Dustin Pennington is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Edward Jones since 2007. His wife manages a rental property business in Pendleton, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options 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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Shannon S

Series 66

Noblesville, IN

LPL Financial

Shannon Sanders is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, Sanders worked at BMO Investment Services, BMO Harris Bank, Great Lakes Credit Union, and NCUSD 203, with earlier experience at Gap, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive advisor resources 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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