Overwhelmed by options?
Answer a few questions to see advisors matched to you.
16 advisors near
46737
within the area shown on the map
Out of 400,000+ nationwide
Kenneth E
Series 63, Series 65, Series 66
Fremont, IN
ValMark Advisers, Inc.
Kenneth Ehinger is a financial advisor with ValMark Advisers, Inc., holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. He has worked at ValMark Advisers since 2022 and previously operated KRE Strategies, LLC, a business consulting firm. Outside of advisory activities, he serves on the Board of Trustees for Trine University and has involvement in venture capital investing through Katken Ventures, LLC. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach using model portfolios and asset allocation, integrating proprietary and third-party platforms for ongoing portfolio monitoring and client reporting.
Melissa B
Series 63, Series 66
Angola, IN
Key Investment Services LLc
Melissa Budak is a financial advisor with Key Investment Services LLC in Angola, Indiana, holding Series 63 and Series 66 credentials and 17 years of industry experience. She previously worked at KeyBank and has been with Key Investment Services in various capacities since 2015. Outside of her advisory work, Budak volunteers with Junior Achievement, teaching K-12 students programs focused on work readiness, entrepreneurship, and financial literacy. Key Investment Services LLC provides a range of investment advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients. The firm emphasizes client-directed investment choices supported by ongoing monitoring and due diligence, and operates within the KeyCorp group alongside affiliated banking and capital markets entities.
Micah M
Series 66
Angola, IN
Edward Jones
Micah Mc Coy is a financial advisor at Edward Jones in Angola, IN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Micah worked at Farmers State Bank and Midsolv, and also owned a detailing business called Real McCoy Detailing. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 financial advisors. The firm offers a range of investment strategies under a fiduciary standard and manages approximately $1.01 trillion in assets.
Adam S
CFP®, ChFC®, Series 63, Series 65
Angola, IN
Cambridge Investment Research Advisors
Adam Smith is a CFP® and ChFC® with 25 years of industry experience. He currently works with Cambridge Investment Research Advisors and has prior experience at Raymond James Financial Services and F&M Bank. He is also an independent insurance agent associated with Trilogy Wealth Advisors. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent financial professionals, offering a range of portfolio management options and access to both proprietary and third-party investment strategies.
Lori O
Series 63, Series 66
Angola, IN
Edward Jones
Lori Olson is a financial advisor at Edward Jones with 32 years of industry experience. She has been with Edward Jones since 2010 and holds the Series 63 and Series 66 licenses. Outside of her advisory role, she is a consultant for Mary Kay beauty products and Usborne Books, using these affiliations to support local school and daycare donations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large nationwide network of advisors and branch offices.
Rhonda H
CFP®, Series 63
Angola, IN
Edward Jones
Rhonda Hanson is a CFP® certificant with 28 years of experience in the financial services industry, all of which have been with Edward D. Jones & Co., L.P. She is based in Angola, Indiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive network of financial advisors and branch offices.
Bridget M
Series 63, Series 65
Angola, IN
LPL Financial
Bridget Mcdermott is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior roles include extensive tenure at Avantax Advisory Services and Avantax Insurance Agency. Outside of advising, she is involved in tax preparation and accounting through Village Tax & Financial Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.
Valerie M
Series 66
Angola, IN
Edward Jones
Valerie Medendorp is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a variety of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient solutions.
Michael H
CFP®, Series 66
Angola, IN
Edward Jones
Michael Hanson is a CFP®-credentialed financial advisor with 14 years of industry experience, all with Edward Jones since 2012. He holds a Series 66 license and is based in Angola, Indiana. 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 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.
Mark S
Series 66
Angola, IN
Edward Jones
Mark Sanborn is a financial advisor with Edward Jones in Angola, Indiana, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is involved in property management through familial and personal real estate partnerships. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as its affiliated capabilities beyond advisory services.
Brian S
Series 66
Angola, IN
Edward Jones
Brian Sanborn is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He previously worked at Beagle One Inc for nine years. Outside of advising, he owns a rental property business in Angola, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.
Dylan T
Series 66
Angola, IN
Edward Jones
Dylan Targgart is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Vector Marketing Corporation and has experience associated with the University of South Carolina and Capri Drive-In. 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Daniel S
Series 66
Angola, IN
LPL Financial
Daniel Scharlach is a financial advisor with LPL Financial in Angola, Indiana, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial since 2013 and was previously with Stratos Wealth Partners, Ltd. Scharlach is involved with Innovative Wealth Partners and Financial Design Group, and has business interests including Scharlach Homes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and retirement plan consulting, utilizing model portfolios and research to provide both discretionary and non-discretionary management services.
Cole T
Series 66
Angola, IN
Edward Jones
Cole Targgart is a Series 66 credentialed financial advisor at Edward Jones with two years of industry experience. He has held previous roles at Edward Jones and has academic and professional experience linked to the University of Notre Dame, Vector Marketing, Southern Illinois University, Central Michigan University, and the Coldwater School System. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of household types and organizations. The firm offers various advisory strategies, manages approximately $1.01 trillion in assets, and operates a large national network of financial advisors and branch offices.
Douglas T
Series 66
Fremont, IN
Edward Jones
Douglas Targgart is a financial advisor with Edward Jones in Fremont, Indiana, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is president of Targgart Enterprises, LLC, a real estate business based in Coldwater, Michigan. 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 advisory programs, including discretionary and non-discretionary strategies, and operates a large nationwide network of advisors and branch offices.
Logan T
CFP®, Series 66
Fremont, IN
Edward Jones
Logan Targgart is a CFP® professional with five years of experience, currently advising clients at Edward Jones in Fremont, IN. His work history includes multiple roles within Edward Jones since 2018 and prior experience at Central Michigan University, Vector Marketing, and Capri Drive in. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.
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.
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")
Finding advisors...
16 advisors near
46737
within the area shown on the map
Out of 400,000+ nationwide