Top financial advisors working with executives in Bedford, IN

Raven Woodward is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, Woodward held positions at Intuit, JP Morgan Chase, Goodwill, and World Finance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Thomas Strange IV is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018, with prior experience at Charles Schwab. Outside of finance, he owns and operates The Dugout, a private baseball training facility serving local athletes. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Gregory Stokes is a financial advisor with LPL Financial in Bedford, IN, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2000. Outside of his advisory role, he is involved in multiple small businesses including a moving and storage company and a boat club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by model portfolios and research.

Michael Fidler is a financial advisor with Cfci who holds Series 63 and Series 65 registrations and has 31 years of industry experience. He has been with Comprehensive Financial Consultants Institutional, Inc. since 2014 and has also worked with J. W. Cole Advisors, Inc. and J. W. Cole Financial, Inc. since 2013. Outside of his advisory work, he is a minor owner and company officer in his wife's silk screen embroidery business, where he occasionally assists. Cfci serves individual clients, including high-net-worth individuals, as well as pension and institutional clients, providing discretionary portfolio management and consulting services. The firm primarily uses model portfolios and third-party advisers to manage assets and employs a variety of investment strategies including option strategies and active cash management.

Michael Bellush is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 21 years of industry experience. He has worked with Cetera Investment Advisers and Cetera Investment Services since 2017, following six years at LPL Financial and over 20 years at Bedford Federal Savings Bank. In addition to his advisory roles, he is the founder and sole employee of a search engine optimization business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of investment management and financial planning services through a multi-manager platform, with access to affiliated and third-party managers, and oversees more than $256 billion in assets through a network of over 10,000 advisors.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.