Seasoned 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.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

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.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. 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 and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

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.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.