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Alan S

CFP®

Greencastle, IN

Best Case Financial

I'm Alan Skillern. I'm from a tiny town in west central Indiana. My goal is to help people just like I help my family. I'm a CFP® professional and I picked up my MBA while I was at Ball State. I've worked in a few firms but I never sold a financial product or taken a commission. I don't have any desire to push products to people who are looking to secure their family's future. I have picked up a set of skills, including: a deep knowledge of estate planning, mindfulness around taxes, and the ability to build a killer financial plan. Best Case Financial is built around the idea of neighbors helping neighbors. I've seen too many cases of people being treated un-neighborly and I want to do my part to tip the scale in the other direction.

Cash flow / budgeting Debt management Sandwich Generation Young Families
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Ginger S

Series 65

Greencastle, IN

Wabash Capital, Inc.

Ginger Scott is a financial advisor at Wabash Capital, Inc. with 26 years of industry experience. She holds a Series 65 designation and has been with Wabash Capital since 1999. Wabash Capital provides discretionary investment management to individuals, trusts, corporations, pensions, 401(k) plans, and foundations/endowments. The firm employs a top-down, fundamental research process to build diversified, risk-based portfolios with an emphasis on low turnover and tactical shifts guided by market valuation metrics.

Wealth management Passive / index investing Active portfolio management
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Vernon S

Series 63, Series 65, Series 66

Greencastle, IN

J. W. Cole Advisors, Inc.

Vernon Stewart is a financial advisor with J. W. Cole Advisors, Inc. He holds Series 63, 65, and 66 credentials and has 41 years of industry experience. His prior roles include positions at National Planning Corporation and Advantage Investment Management LLC. Outside of his advisory work, he is involved with Ernst & Roth, providing cost segregation study services to commercial real estate owners. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on both discretionary and non-discretionary bases.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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Cameron C

Series 66

Cloverdale, IN

OSAIC Advisory Services, LLC

Cameron Chestnut is a financial advisor at OSAIC Advisory Services, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Triad Advisors, Parkland Securities, and Sherwin Williams. He is also a part owner and advisor at Chestnut Financial Group, where he provides financial services and sells life insurance. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and employs multiple program models with custody and execution primarily through Schwab and Fidelity.

Annuities
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James F

Series 65

Greencastle, IN

J. W. Cole Advisors, Inc.

James Fairchild is a financial advisor at J.W. Cole Advisors, Inc. with five years of industry experience and holds a Series 65 designation. He also operates North Salem Wealth Strategies, where he provides investment and financial advice, including retirement accounts, insurance services, and Medicare plan education. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm utilizes a variety of investment strategies and platforms, including discretionary and non-discretionary account management and digital advice solutions.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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Johnnie C

CFP®, Series 63, Series 66

Cloverdale, IN

OSAIC Advisory Services, LLC

Johnnie Chestnut is a CFP® professional with 24 years of industry experience, currently with OSAIC Advisory Services, LLC. His prior experience includes roles at Parkland Securities and First National Bank. Outside of advising, he owns Primitive Pleasures Candles, a retail and wholesale candle business, and is a partner involved in the operations and membership growth of Rolling Meadows Golf Course. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides investment management, financial planning, retirement plan consulting, and a range of related services through various program models and platforms.

Annuities
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Lottie B

Series 63, Series 65

Greencastle, IN

Mass Mutual Investors Services

Lottie Barcus is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 28 years of industry experience. She has worked with Metropolitan Life Insurance Company and its affiliates from 1999 to 2017, and has been with MML Investors Services and Massachusetts Mutual Life Insurance Company since 2016 and 2017, respectively. In addition to advisory work, she is also an agent involved in life and annuities insurance sales. Mass Mutual Investors Services operates as a subsidiary of MassMutual and provides financial planning and asset management services to individuals, business owners, trusts, charitable organizations, and employers, offering a range of programs including wrap accounts, money-manager programs, and educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Matthew C

Series 63, Series 65

Brazil, IN

Cetera

Matthew Crooks is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with Cetera since 2019 and previously spent eight years at Foresters Financial Services. Outside of his advisory role, Crooks has been a bartender at Coach's Timeout Sports Bar & Grille since 2009. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Mathew L

Series 63, Series 65

Reelsville, IN

Edward Jones

Mathew Ladendecker is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2001. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services.

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

Series 66

Greencastle, IN

Edward Jones

Jennifer Jackson is a Series 66 licensed financial advisor with six years of experience at Edward Jones and five years prior experience at MutualBank. She is based in Greencastle, IN. Outside of her advisory role, she is the owner of an LLC that manages paid monthly rent. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Early retirement planning General retirement planning Self-Employed
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Brian D

CFP®, ChFC®, Series 66

Brazil, IN

Edward Jones

Brian Depasse is a CFP®, ChFC®, and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2017. He has eight years of industry experience, including a prior role at Aeromind LLC/SILCA. Outside of his advisory work, he engages in woodworking projects as a hobby. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by 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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Jeffrey J

Series 66

Greencastle, IN

Edward Jones

Jeffrey Jackson is a Series 66–licensed financial advisor with Edward Jones in Greencastle, Indiana, where he has worked since 2015. He has 11 years of industry experience. Outside of advising, he owns a corporation that holds an office building. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions, operating with a nationwide network of more than 23,700 financial advisors and managing approximately $1.01 trillion in assets.

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

Series 63, Series 65

Greencastle, IN

Mass Mutual Investors Services

Amanda Laney is a financial advisor with MassMutual Investors Services and holds Series 63 and Series 65 licenses. She has two years of industry experience and previously worked at MWA Financial Services Inc. and Modern Woodmen of America. Outside of her advisory role, she is involved in real estate investment through ownership in two LLCs. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes the use of firm-approved analytical tools and offers a range of planning programs, including a recent Divorce Planning service.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Jacqueline E

CFP®, Series 66

Greencastle, IN

Edward Jones

Jacqueline Ellis is a CFP® and holds a Series 66 license with 15 years of industry experience. She has been with Edward Jones since 2010. 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. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, 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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Max S

CFP®, Series 66

Brazil, IN

Edward Jones

Max Short is a financial advisor with Edward Jones in Brazil, Indiana, holding the CFP® and Series 66 designations. He has eight years of industry experience, including two years at Terre Haute Savings Bank prior to joining Edward Jones in 2017. Outside of his advisory role, he is president of two LLCs involved in real estate leasing and forest management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, 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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Erich R

Series 63, Series 65

Greencastle, IN

LPL Financial

Erich Raasch is a financial advisor with LPL Financial in Greencastle, IN, holding Series 63 and Series 65 designations and 36 years of industry experience. He has been with LPL Financial since 2009 and also maintains a position at Old National Bank since 2008. Outside of his advisory roles, Raasch serves as an ordained minister. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios and research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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David R

Series 66

Brazil, IN

Raymond James & Associates

David Robertson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and governmental entities, offering financial planning, investment consulting, and institutional fiduciary services through a nationwide adviser force.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Lynsey L

Series 63, Series 66

Brazil, IN

Edward Jones

Lynsey Lunsford is a financial advisor with Edward Jones in Brazil, Indiana, holding Series 63 and Series 66 licenses and with 22 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she is a member of KALL, LLC, a commercial real estate business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

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