CFP®-certified financial advisors in Bloomington, IN

Hiu Ching Chan is a financial advisor at OSAIC with one year of industry experience and holds a Series 66 designation. Prior to joining OSAIC, Chan has been involved in piano teaching and performing for over a decade and currently performs as a pianist in an international ensemble. They also work part-time as a chef, cooking and delivering meals on weekends. OSAIC serves a diverse client base including individual and institutional investors through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing firm‑provided tools for asset allocation, risk assessment, and portfolio management across a range of investment products.

Bridget Baugh is a financial advisor with Cambridge Investment Research Advisors in Bloomington, IN, holding Series 63 and Series 65 credentials and seven years of industry experience. She previously worked at Chiddister Financial Associates for 16 years and Thurston Springer Financial for one year. Baugh is also involved with Instinctive Financial LLC as an agent, indicating engagement in additional financial services ventures. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm provides a variety of investment implementation options across multiple custody platforms and offers both proprietary and third-party model strategies.

Jeremy Jeffers is a financial advisor at &PARTNERS with two years of industry experience. He previously worked at Wells Fargo Advisors for three years and Old National Investments for ten years. Jeffers holds a Series 66 designation and is based in Bloomington, IN. &PARTNERS serves a diverse range of clients including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, retirement plan consulting, and investment banking, utilizing a mix of proprietary and third-party manager solutions through the Envestnet platform.

Matthew Krugman is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Wellington Investment Advisors in Bloomington, IN. He has three years of industry experience, including prior roles at LPL Financial, Csenge Advisory Group, and Lion Street Financial. Wellington Investment Advisors manages approximately $261.4 million for about 386 clients through a team of eight advisors. The firm offers discretionary and non-discretionary portfolio management and financial planning, tailoring investment strategies to clients' objectives and employing a variety of analytical methods and strategies.

Dennis Thacker is a financial advisor at Cfci with 16 years of industry experience and holds Series 63 and Series 65 licenses. He has been associated with J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. since 2013 and Comprehensive Financial Consultants Institutional, Inc. since 2009. Beyond his advisory role, he teaches retirement and financial wellness classes. Cfci serves individual clients, including high-net-worth individuals, as well as pension and institutional clients by providing discretionary portfolio management, financial consulting, and pension consulting. The firm primarily uses model portfolios and third-party advisers in its investment approach, offering both ongoing asset management and stand-alone consulting services.

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.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.