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Michael G

Series 63, Series 65

Loogootee, IN

Creativeone Wealth, LLC

Michael Graber is a financial advisor at CreativeOne Wealth, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked with CreativeOne Wealth since 2018. He is also involved with Compass Retirement Advisors LLC, Gradient, and The Insurance Shop Inc., where he has roles related to retirement planning and insurance. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm employs a mix of proprietary ETF-based core models, third-party managers, and option strategies, supporting tailored assessments and regular portfolio rebalancing.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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Thomas B

Series 66

Monroe City, IN

Empower Advisory Group

Thomas Barmes is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. He previously worked for US Balance/Awesome Wholesale for 11 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms and offers both point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Eric B

CFP®, Series 63, Series 66

Washington, IN

Edward Jones

Eric Bassler is a financial advisor at Edward Jones with 26 years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 66. Outside of his advisory role, Bassler serves as a State Senator in Indiana, is a board member of the Heart of City organization and the Daviess Community Hospital Planning Committee, and sits on the advisory board of the Wabash Valley Correctional Facility. 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 options, operates under a fiduciary standard, and is notable for its extensive retail advisor and branch network alongside affiliated financial services.

General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Troy S

CFP®, Series 63, Series 65

Washington, IN

OSAIC

Troy Stoll is a CFP® professional with 27 years of industry experience, currently advising at OSAIC since 2024. His previous roles include positions at Woodbury Financial Services Inc and National Planning Corporation. Outside of his advisory work, he serves as treasurer and a board member for Sandborn First Christian Church and operates a sole proprietorship providing bookkeeping and financial statement preparation. OSAIC serves a diverse client base ranging from individual investors to large institutions, offering integrated brokerage, advisory, and retirement consulting services. The firm employs advanced asset-allocation tools and supports both discretionary and non-discretionary account management through a broad network of affiliated advisers and third-party platforms.

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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Mary A

Series 66

Loogootee, IN

Edward Jones

Mary Anderson is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and has been with Edward Jones for her entire career, spanning from 2007 to the present. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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

Series 63, Series 66

Washington, IN

Edward Jones

Sarah Browning is a financial advisor with Edward Jones in Washington, Indiana, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Edward Jones since 2001. Browning is also the owner of an Edward Jones office building in Washington, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm offers a range of advisory programs and investment options supported by a large network of advisors and branch offices.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
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Grant S

Series 63, Series 66

Washington, IN

Edward Jones

Grant Stafford is a financial advisor with Edward Jones in Washington, Indiana, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. Prior to joining Edward Jones in 2020, he worked at Graber Post Buildings and Fastenal Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of around 23,701 financial advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and providing affiliated mutual funds, tax-efficient services, and securities-based lending options.

Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Alex K

Series 66

Washington, IN

LPL Financial

Alex Knepp is a financial advisor with LPL Financial, holding a Series 66 designation and over 20 years of industry experience. He has worked at LPL Financial since 2009 and at German American Bank since 2002. Knepp serves as a board member for the Barr-Reeve School Board, a nonprofit position he has held since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management options, utilizing both proprietary and third-party strategies, and supports a diverse 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
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Nathan R

Series 66

Washington, IN

LPL Financial

Nathan Raber is a financial advisor with LPL Financial in Washington, IN, holding the Series 66 credential and having one year of industry experience. Prior to joining LPL Financial, he worked at German American Bancorp and has experience in education with multiple school corporations and Indiana Wesleyan University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

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

CFP®, Series 66

Washington, IN

Edward Jones

Kristin Miles is a CFP®-certified financial advisor with Edward Jones, based in Washington, IN, and has four years of industry experience. Prior to joining Edward Jones in 2021, she worked at AES Corporation for nine years. She serves as a board member for both Daviess Community Hospital and the Daviess County Alcoholic Beverage Commission. 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 programs and investment strategies, operating under a fiduciary standard.

Charitable giving & philanthropy Retirement income strategy Business ownership considerations Business exit / sale strategy General estate planning guidance Military & Veterans Founder/Business Owner
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Kevin L

Series 66

Loogootee, IN

Edward Jones

Kevin Lewis is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to his current role, he worked at Sam's Club for over ten years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of financial advisors and branch offices. The firm offers a range of investment strategies and affiliated financial services, managing over $1 trillion in assets under management.

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

Series 63, Series 66

Loogootee, IN

Edward Jones

Brent Courter is a financial advisor with Edward Jones in Loogootee, Indiana, holding Series 63 and Series 66 licenses and over 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he serves as a board member and president of the Loogootee School Corporation and is on the finance committee for Vincennes University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm maintains a large national network of advisors and offers discretionary and non-discretionary strategies, affiliated mutual funds, and additional services including tax-efficient overlay and proxy voting.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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Tara P

ChFC®, Series 66

Washington, IN

Edward Jones

Tara Parsons is a financial advisor with Edward Jones in Washington, IN, holding a ChFC® designation and a Series 66 license. She has 19 years of industry experience and has been with Edward Jones since 2009. Outside of her advisory work, she is involved in managing rental property through LLCs. 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.

Retirement income strategy Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Scott C

Series 66

Washington, IN

Edward Jones

Scott Cordova is a financial advisor with Edward Jones in Washington, Indiana, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as an offensive line football coach for Washington Community Schools. 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, including wrap fee programs and separately managed accounts, and is notable for its large nationwide advisor network and affiliated financial services beyond traditional advisory offerings.

Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Douglas B

Series 66

Washington, IN

Edward Jones

Douglas Bubalo is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Series 66

Petersburg, IN

Edward Jones

Thomas Willis is a financial advisor with Edward Jones in Petersburg, IN, holding a Series 66 license and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, Willis is involved in family business activities including management roles in real estate and farming entities. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional sectors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, investment products, and affiliated 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
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