Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

10 advisors near
46392

Out of 400,000+ nationwide

user avatar
firm logo

Jackson S

CFP®, Series 65

Hebron, IN

Triad Wealth Partners, LLC

Jackson Sheputis is a CFP® and holds a Series 65 license with five years of industry experience. He is currently affiliated with Triad Wealth Partners, LLC and has previously worked at Hightower Advisors, AE Wealth Management, and Rooted Wealth Advisors. Prior to his financial advisory career, he held roles at Valparaiso University and in the education sector. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform offering portfolio management, model portfolios, and financial planning services. The firm employs a strategic asset allocation approach overseen by an investment committee and provides diversified strategies across multiple asset types.

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

Mitchell M

Series 66

Demotte, IN

Edward Jones

Mitchell Mullen is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. In addition to his advisory role, he has been affiliated with Purdue University since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. 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.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
user avatar
firm logo

Norma S

Series 63, Series 65

Demotte, IN

OSAIC

Norma Sims is a financial advisor at OSAIC with 25 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Securities America Advisors and JP Morgan Chase Bank. Sims is active in her community, volunteering with Rotary International and Junior Achievement, and participating in local nonprofit and scholarship committees. OSAIC serves a diverse range of clients, including individual and institutional investors, offering integrated brokerage and advisory services with a variety of investment options and third-party management solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

William G

Series 63, Series 65

Demotte, IN

Cetera

William Guisinger is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at PNC Investments and Centier Bank. He serves as a board member of the Kankakee Valley Educational Foundation and participates in several local community and educational organizations, including the Demotte-KV Rotary Club and the Jasper Newton Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment and retirement services through a nationwide network of independent advisors. The firm serves a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients, offering access to multiple portfolio management options 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
user avatar
firm logo

Alexea M

Series 63, Series 65

De Motte, IN

Thrivent Investment Management

Alexea Martin is a financial advisor with Thrivent Investment Management and holds Series 63 and Series 65 designations. Alexea has been with Thrivent since 2025 and has prior work experience in the restaurant industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority.

Business ownership considerations
user avatar
firm logo

Robert B

CFP®, Series 66

Wheatfield, IN

Edward Jones

Robert Bryant is a CFP® with 12 years of industry experience and has been with Edward Jones since 2013. He serves as Treasurer for St. Andrews Episcopal Church in Valparaiso, IN, overseeing the church budget and facilitating monthly finance committee meetings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

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

Brian W

CFP®, Series 63, Series 66

Demotte, IN

Fidelity

Brian Westerhoff is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, Financial Engines Advisors L.L.C., and Scottrade. His most recent roles have been with Fidelity Investments and Fidelity Brokerage Services LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it plays a formal advisory role to multiple registered investment companies and fund-of-funds.

Charitable giving & philanthropy Active portfolio management
firm logo

Natalie W

Series 66

Demotte, IN

Edward Jones

Natalie Whisker is a Series 66-registered advisor at Edward Jones with one year of experience in the financial industry. Her prior experience includes roles at Jasper County Government and Land Title Agency, as well as three years at Windsor Advantage LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory strategies, manages over $1 trillion in assets, and supports its services through a large nationwide network of financial advisors and branch offices.

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

Donna M

Series 63, Series 65

DeMotte, IN

Thrivent Investment Management

Donna Martin is a financial advisor at Thrivent Investment Management with three years of industry experience. Prior to joining Thrivent, she spent ten years with Kankakee Valley School Corporation. Outside of her advisory role, Martin provides math tutoring and seasonal swimming instruction for children. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm provides holistic planning and managed-account programs through its network of financial advisors.

Business ownership considerations
user avatar
firm logo

Derek S

CFP®, Series 66

Demotte, IN

OSAIC

Derek Stegenga is a CFP® professional with 11 years of experience in the financial industry. He has been affiliated with OSAIC since 2024 and previously worked with Securities America Advisors and Securities America Inc for nearly a decade. Beyond his advisory role, he serves as a volunteer board member for the DeMotte Chamber of Commerce and is a Deacon at his local church. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance analysis, and automated rebalancing across various investment vehicles.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) 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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

© 2026 Warmer Holdings Inc. ("Warmer")