Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

268 advisors near
46140

Out of 400,000+ nationwide

user avatar
firm logo

Brian J

Series 63, Series 65

Indianapolis, IN

Cetera

Brian Johnson is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera since 2019, following prior roles at Foresters Advisory Services and Foresters Financial Services. Outside of his advisory work, Johnson leads a business networking event. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, operating as a multi-manager platform with access to affiliated and third-party managers and various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Benjamin S

Series 66

Fishers, IN

Raymond James Financial

Benjamin Schlueter is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 24 years of industry experience, including 15 years at Franklin Templeton and ongoing tenure at Raymond James since 2019. Outside of his advisory role, he is involved as an officer and treasurer in a family-owned local ice cream shop in Fishers, 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, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains a broad network of advisors and specialized programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Michael O

Series 63

Fishers, IN

Cetera

Michael Onieal is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has worked at Cetera since 2020, previously serving at First Allied Advisory Services and First Allied Securities. In addition to his advisory work, he owns MOJO, Inc., a real estate business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that combines affiliated and third-party managers across discretionary and non-discretionary programs.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Robert B

ChFC®, Series 63, Series 65

Indianapolis, IN

LPL Financial

Robert Berger is a financial advisor with LPL Financial in Indianapolis, IN. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 39 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Money Concepts Capital Corp for 11 years and has held roles at several other firms since 1998. He also conducts seminars through Benefit Planning Inc., a non-investment related activity. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Joseph S

Series 63, Series 66

Fishers, IN

LPL Financial

Joseph Strack is a financial advisor with LPL Financial, holding Series 63 and 66 licenses and 20 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors, J.P. Morgan Securities, Chase Investment Services, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and access to third-party asset managers, supported by advisor-facing technological tools and a broad network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Robert T

CFP®, Series 63, Series 65

Indianapolis, IN

OSAIC

Robert Taylor is a CFP® professional with over 44 years of experience in the financial industry. He joined OSAIC in 2024 after 18 years at Woodbury Financial Services and has previous experience with PRUCO Securities and Equitable Advisors. Taylor manages his OSAIC business through a branch operation in Fishers, Indiana. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a multi-advisor platform with a focus on model-based asset allocation, portfolio optimization, and a variety of advisory and brokerage services.

Annuities Private / alternative investments
user avatar
firm logo

Jacob S

CFP®, ChFC®, Series 66

Wanamaker, IN

Edward Jones

Jacob Shore is a financial advisor with Edward Jones in Wanamaker, IN, holding the CFP®, ChFC®, and Series 66 designations. He has 19 years of industry experience, including over 20 years with Edward Jones. Outside of his advisory role, he is a member of Cornerstone Wealth LLC, an Indianapolis-based LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains one of the largest retail advisor and branch networks in the industry, managing approximately $1.01 trillion in assets.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Travis R

Series 63, Series 65

Fortville, IN

Cetera

Travis Rivers is a financial advisor with Cetera, holding the Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Cetera Wealth Services and Cetera since 2025 and has additional business activities including ownership of an accounting and tax preparation firm, RFS, LLC, and managing a family-owned property through LT Squared Properties LLC. Travis also prepares tax returns for a travel baseball organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
firm logo

Kregg T

Series 63, Series 66

Indianapolis, IN

Edward Jones

Kregg Thornburg is a financial advisor at Edward Jones in Indianapolis, IN, holding Series 63 and Series 66 designations with 29 years of industry experience. He has been with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

General retirement planning Retired Founder/Business Owner Executive
user avatar
firm logo

Andrew W

Series 63, Series 65

Greenfield, IN

LPL Financial

Andrew Winters is a financial advisor at LPL Financial with 15 years of industry experience. He previously worked at Avantax Investment Services for nine years before joining LPL Financial in 2020. Winters holds Series 63 and Series 65 licenses and is based in Greenfield, Indiana. Outside of his advisory role, he is involved in tax preparation and accounting through Winters Financial Group. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Benjamin S

Series 63, Series 65

Indianapolis, IN

LPL Financial

Benjamin Strope is a financial advisor with LPL Financial in Indianapolis, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at LPL Financial since 2024 and has held various roles outside the industry, including positions at BJs Warehouse and Instacart. Strope also conducts seminars through Benefit Planning Inc., an entity affiliated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, leveraging both proprietary and third-party strategies, and supports its advisors with advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Cally S

Series 65, Series 63

Indianapolis, IN

LPL Enterprise

Cally Seefeldt is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and bringing six years of industry experience. Her prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as The Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers a range of financial planning and consulting services.

Tax-loss harvesting
user avatar
firm logo

Danny J

Series 65, Series 63

Indianapolis, IN

LPL Financial

Danny Jackson Jr. is a financial advisor with LPL Financial based in Indianapolis, IN. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior work includes roles at Old National Bank, Bank of America, Merrill, Fifth Third Securities, Fifth Third Bank, and CVS Health. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives using a variety of discretionary and non-discretionary strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Jaisuk K

Series 63, Series 65

Indianapolis, IN

LPL Financial

Jaisuk Kim is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at LPL Financial since 2009 and concurrently serves as a financial advisor at Old National Bank. Outside of his advisory roles, Kim is involved in coaching youth soccer with the Zionsville Youth Soccer Association. 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 solutions, including model portfolios, third-party asset management, and institutional platforms, supported by advisor-facing tools and a broad non-advisory financial services platform.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Stephen R

Series 63, Series 65

Indianapolis, IN

Cetera

Stephen Roberts is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Cetera since 2019 and previously advised at Foresters Advisory Services and Foresters Financial. Outside of his advisory roles, he operates Stephen L. Roberts LLC and has experience as a real estate investor. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with diverse program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Michael K

Series 63, Series 65

Fishers, IN

Cetera

Michael Kessel is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior work includes six years at LPL Financial and multiple roles within Cetera since 2014, including his current position at Cetera and its affiliates. Cetera Investment Advisers LLC is a large nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Benjamin A

Series 63, Series 65

Fishers, IN

Fidelity

Benjamin Apraez is a financial advisor at Fidelity with 27 years of industry experience. He has held positions at Fidelity Investments since 2021 and previously worked at TIAA-CREF from 2004 to 2020. Outside of his advisory role, he operates a personal electric vehicle service, repair, and sales business in Fishers, Indiana. Fidelity’s Strategic Advisers LLC, where Mr. Apraez is affiliated, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also noted for its advisory role to registered investment companies and use of algorithmic methods and AI in portfolio management.

Charitable giving & philanthropy Active portfolio management
user avatar
firm logo

April W

Series 63, Series 65

Indianapolis, IN

LPL Financial

April Wood is a financial advisor with LPL Financial based in Indianapolis, Indiana, holding Series 63 and Series 65 licenses and having 11 years of industry experience. Her career includes roles at Financial Center First Credit Union, CUNA Brokerage Services, Inc., and CUSO Financial Services, L.P. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing a diverse set of investment strategies and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Delane S

Series 63, Series 66

Indianapolis, IN

Thrivent Investment Management

Delane Sayler is a financial advisor at Thrivent Investment Management with 35 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Thrivent since 2002. Outside of his advisory role, he serves on the school board of Zion Lutheran School, where he participates in governance and budget planning. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm provides holistic, goal-based financial analyses and allows clients to combine planning with managed accounts under a consolidated billing option, while maintaining separate service delivery.

Business ownership considerations
user avatar
firm logo

Cole B

Series 66

Fishers, IN

Edward Jones

Cole Boyd is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has held prior positions at OneAmerica Financial, Robert W Baird, Crane Credit Union, Our Community Bank, Cook Inc., and Owen Valley High School. 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 over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)