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Terry D

Series 63, Series 65

Roann, IN

Brookwood Investment Group

Terry Dupont is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been involved with Dupont Advisory Group since 2010 and owns Dupont & Associates, which engages in the sale of life insurance, health insurance, and annuities. Brookwood Investment Group is a multi-advisor firm managing approximately $1.06 billion for over 3,000 clients, offering portfolio management, financial planning, and retirement-plan advisory services through a range of investment strategies.

General retirement planning Active portfolio management Passive / index investing Founder/Business Owner Retired
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Tyler O

Series 66

Wabash, IN

Edward Jones

Tyler Olson is a financial advisor with Edward Jones in Wabash, Indiana. He holds a Series 66 designation and has six years of industry experience, including five years with Wabash City Schools prior to joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Founder/Business Owner
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Susan S

Series 66

Wabash, IN

Edward Jones

Susan Street is a financial advisor with Edward Jones in Wabash, Indiana, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Thrive Virtual and Grow Wabash County, as well as seven years at Fort Wayne Metals. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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James W

Series 63, Series 65

Wabash, IN

LPL Financial

James Wolfe is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at American Portfolios for 16 years. Wolfe also operates Wolfe Tax & Financial Services, where he provides tax preparation and accounting services. LPL Financial serves individuals, retirement plans, institutions, and charitable organizations through a national network of advisers, offering financial planning, advisory programs, retirement consulting, and brokerage services supported by both discretionary and non-discretionary management across diversified investment strategies.

College savings (529s, UTMA, etc.)
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Jarrod M

Series 63, Series 65

Wabash, IN

OSAIC

Jarrod Mckee is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and having 16 years of industry experience. He has worked at Osaic since 2018 and previously spent two years with Signator Investors, Inc. In addition to his advisory role, Mckee volunteers on the Vertex Pharmaceuticals Caregiver Advisory Board and coaches youth basketball. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and nonprofits, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios spanning stocks, bonds, mutual funds, ETFs, and alternative investments, with discretionary and non-discretionary management options.

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

Series 63, Series 66

Peru, IN

Edward Jones

Tyra Walker is a financial advisor at Edward Jones with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2000. 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 General retirement planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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Troy B

Series 66

Wabash, IN

Edward Jones

Troy Baer is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, he spent two years at Dairyland Seed and fifteen years at Brodbeck Seeds. Outside of his advisory role, he serves as president and bookkeeper of a family-owned agricultural corporation that owns tillable farmland. 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 nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
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Riley J

CFP®, Series 66

Peru, IN

Edward Jones

Riley Jones is a CFP® certificant with two years of industry experience. He is currently with Edward Jones, having previously worked at Vanguard and held various roles at Purdue University. Outside of his financial advisory career, he has experience working at a golf course and a local business called Southside Scoops. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services through a large network of financial advisors and branch offices across the U.S.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Retired Founder/Business Owner Executive Women Professionals Women's Finance Widow/Widower
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Robert J

Series 66

Peru, IN

Edward Jones

Robert Jones is a financial advisor with Edward Jones in Peru, Indiana, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Schneider Electric for 18 years. Outside of his advisory role, Jones coaches varsity and middle school soccer for the Maconaquah School Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a nationwide network of approximately 23,701 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Ryan S

Series 63, Series 66

Peru, IN

Edward Jones

Ryan Schmidt is a financial advisor with Edward Jones in Peru, Indiana, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory work, Schmidt owns a commercial rental property in Peru, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Laura B

Series 66

Peru, IN

Edward Jones

Laura Berryman is a financial advisor with Edward Jones in Peru, Indiana. She holds a Series 66 designation and has prior experience at Maconaquah School Corp, Hometown Federal Credit Union, and PNC Bank. She joined Edward Jones in 2023. 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 investment strategies and affiliated financial services through a large network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Amy S

CFP®, Series 66

Wabash, IN

Edward Jones

Amy Sullivan is a financial advisor at Edward Jones with 17 years of industry experience. She holds the CFP® and Series 66 designations and has been with Edward Jones since 2008. Outside of her advisory role, she is an authorized signer for WDE Holdings LLC in Wabash, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy Retirement income strategy Founder/Business Owner
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Wayne D

Series 66

Wabash, IN

Edward Jones

Wayne Denger is a financial advisor with Edward Jones in Wabash, Indiana, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of advising, he is involved in managing a commercial rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor network and affiliated services, including a trust company and securities-based lending options.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Benjamin V

Series 66

Wabash, IN

OSAIC

Benjamin Vineyard is a financial advisor with OSAIC who holds a Series 66 designation and has three years of industry experience. Prior to his advisory role, he owned Vineyard Forestry, LLC, a forestry consulting company focused on timber and residential tree issues. He also works as an insurance sales agent and investment advisor representative at the Investment Center at Crossroads Bank. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and investment advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

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

Series 63, Series 66

Peru, IN

Raymond James Financial

Ronnie Miller is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Raymond James Financial Services since 2001 and with Raymond James Financial since 2009. Outside of his advisory role, he is involved with Jackson Financial Group LLC, where he occasionally meets with clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm provides tailored, non-discretionary planning and utilizes analytical tools to support client goals, and it maintains a municipal advisor affiliation that supports its public finance work.

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