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Johnathan B

Series 66

Odon, IN

Axis Financial, LLC

Johnathan Britton is a financial advisor at Axis Financial, LLC with 23 years of industry experience. He holds a Series 66 designation and has been with Axis Financial since 2006. In addition to his advisory role, he sells life, health, long-term care, and property & casualty insurance through The Insurance Shop, an activity he balances alongside his financial advisory work. Axis Financial, LLC is an independent, single-advisor registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a consultative, non-discretionary approach, typically recommending exchange-traded funds for smaller accounts and using third-party asset managers for larger accounts.

Wealth management
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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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Chloe R

Series 66

Washington, IN

Edward Jones

Chloe Riester is a financial advisor at Edward Jones with Series 66 credentials and approximately one year of industry experience. Prior to her current role, she worked at Washington Community Schools for one year and has spent a total of four years at Edward Jones including her current tenure. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and maintaining 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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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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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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Casey M

Series 63, Series 65

Crane, IN

LPL Financial

Casey Madsen is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and eight years of industry experience. Prior to joining LPL Financial in 2022, he worked at CUNA Brokerage Services and Crane Credit Union, where he continues to have an advisory role. His background includes positions in insurance and investment services as well as experience outside financial services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities 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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