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Larry C

Series 63, Series 65

Liberty, IN

BFC PLANNING, Inc.

Larry Coyle is a financial advisor with BFC Planning, Inc. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to joining BFC Planning, he worked at Sandlapper Securities, LLC and Buffalo Trace Financial Group. Outside of his advisory role, he is involved in community activities including serving as a youth basketball coach and holding board positions related to local finance, redevelopment, and parks and recreation in Liberty, Indiana. BFC Planning, Inc. offers financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports a large network of independent advisory representatives who use a variety of investment strategies and platforms tailored to client needs.

Concentrated stock management Options & derivatives strategies Real estate investing
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Darci M

Series 63, Series 66

Metamora, IN

FIFTH THIRD SECURITIES, Inc.

Darci Metcalf is a financial advisor at Fifth Third Securities, Inc. with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities since 2011. Outside of her advisory role, she is a property owner in Metamora, Indiana. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a wide range of clients, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account options and is notable for its municipal-advisor registration combined with its affiliation with Fifth Third Bank.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Gena H

Series 66

Connersville, IN

Edward Jones

Gena Hartman is a Series 66 licensed financial advisor with Edward Jones in Connersville, IN, where she has worked since 2013, accumulating 12 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Retirement income strategy General retirement planning Business exit / sale strategy Business succession planning General estate planning guidance Retired Founder/Business Owner Executive
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Michael H

Series 63

Liberty, IN

Edward Jones

Michael Henry is a financial advisor with Edward Jones in Liberty, IN, holding a Series 63 credential and 23 years of industry experience. Prior to joining Edward Jones in 2022, he worked at Money Concepts Capital Corp and The Peoples Bank Co from 2015 to 2022, and was associated with Bohman Trucking, Inc. from 1997 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies under a fiduciary standard.

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

Series 66

Connersville, IN

Edward Jones

Devin Hornsby is a financial advisor at Edward Jones in Connersville, Indiana, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he serves as a Merit Board Member for the Fayette County Sheriff's Department, assisting with personnel decisions. 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 financial advisors and branch offices.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Alex R

Series 66

Connersville, IN

Edward Jones

Alex Riebsomer is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2023. Prior to his current role, he was employed at HyFlex Corporation and TMC Transportation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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