Top income planning financial advisors in Bedford, IN

Raven Woodward is a financial advisor at Edward Jones with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Edward Jones in 2025, Woodward held positions at Intuit, Goodwill, JP Morgan Chase, Steak N Shake, and World Finance. Edward Jones is a wealth management firm serving more than four million individual and institutional clients across various segments. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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 Series 66 licensed financial advisor with LPL Financial in Bedford, IN, where he has worked since 2000. He has 27 years of industry experience. Outside of his advisory role, he is involved in multiple business activities related to tax preparation, accounting, and other entrepreneurial ventures. 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 other institutions. The firm offers a range of financial planning and asset management solutions, including third-party subadvisors and customized investment strategies.

Michael Fidler is a financial advisor with Cfci, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Comprehensive Financial Consultants Institutional, Inc., J. W. Cole Advisors, Inc., J. W. Cole Financial, Inc., SPC, and Guardian Life. He is a minor owner and officer in his wife’s silk screen embroidery business and occasionally assists with printing and store maintenance. Cfci serves individual and institutional clients, including high-net-worth individuals and pension plans, offering discretionary portfolio management and financial consulting. The firm employs a model portfolio approach combined with third-party advisers and utilizes a range of investment strategies including option strategies and active cash management.

Michael Bellush is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera Investment Advisers since 2017, following six years at LPL Financial. In addition to his advisory roles, he is the founder and sole employee of a search engine optimization business and provides policy writing and website work for Bedford Federal Savings Bank. Cetera Investment Advisers is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes affiliated and third-party model portfolios.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Vandana Devi is a Planning Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity Investments in 2023, progressing through roles including Financial Service Representative, Financial Representative, and Relationship Manager before assuming her current position. Prior to joining Fidelity, she worked as a Personal Banker at Fremont Bank from 2020 to 2022. Her professional experience encompasses client relationship management and financial planning, with a focus on empowering clients to make informed decisions and maintain confidence in their financial goals. Vandana holds a California Insurance License, supporting her expertise in insurance-related financial services. Outside of her professional work, Vandana engages in activities such as cooking and baking, outdoor adventures, parenthood, reading, traveling, and writing.

Kayla Wheeler is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 credentials and one year of industry experience. She has worked at Primerica Advisors since 2024 and has prior experience with Spectrum Brands and Lakeside Foods. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.