Top multi-generational wealth transfer financial advisors in Carmel, IN

Drawing on nearly two decades of experience serving clients, Ryan helps you coordinate and prioritize your life and wealth goals to help you confidently catalyze financial freedom. Ryan helps you understand the big picture of how the various and competing components of your plan fit together while providing you with the clarity and detail you need to optimize your cash flow, reduce your taxes, avoid unnecessary risk and fully leverage your wealth to achieve your life goals and passions. Ryan is a CERTIFIED FINANCIAL PLANNER (TM) and graduate of Taylor University with a degree in Economics and Mathematics. He holds a master’s degree in Personal Financial Planning and has also studied International Economics at Oxford University in England. Ryan, his wife, Kathryn, and their three kids live in Carmel, Indiana, where they are active members in their local community. When away from the office, Ryan enjoys coaching sports, serving in the children’s ministry at his family’s church, playing basketball, hiking and biking with his family, and hopes to one day convince his wife to do an RV vacation out West. Catalyze Wealth Management provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and businesses. The firm integrates investment advisory services with legal- and accounting-adjacent offerings, including in-house tax and bookkeeping services and educational seminars, while primarily utilizing low-cost index funds and ETFs with a systematic risk management approach.

Douglas Ferry is a financial advisor with Wells Fargo Advisors in Carmel, IN, holding a Series 66 designation and 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he owns DP Ferry Financial, Inc., dedicating time to this investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with special needs.

Michael Marbaugh is a financial advisor with Raymond James Financial in Carmel, IN, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Raymond James Financial Services since 1999 and is also associated with First Financial Bank and Yellow Cardinal Brokerage Services in advisory roles. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, employing tailored, non-discretionary advice supported by analytical modeling and risk profiling.

Jeffrey Hutson is a financial advisor at Monument Advisers in Carmel, IN, holding a Series 65 designation. He has 20 years of combined experience, including 15 years with the Indiana Public Retirement System and 5 years with Relational Gravity. Monument Advisers is a fee-only investment adviser serving individuals, charitable organizations, pooled investment vehicles, and businesses with portfolio management and financial planning services. The firm employs a mix of passive and active strategies informed by modern portfolio theory and macroeconomic analysis, and offers socially conscious and Biblically Responsible Investing options.

Matthew Frechette is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2009. Based in Carmel, IN, he has spent the majority of his career at this firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Deborah Etherton is a financial advisor at Edward Jones in Cape Girardeau, MO, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

George Bonikos is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping clients build, manage, and optimize their wealth through clear and disciplined strategies tailored to their goals. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. George's approach is rooted in curiosity, discipline, and a drive for continuous improvement. He aims to be a trusted partner for clients navigating complex financial decisions and planning for their financial futures. George holds a Bachelor of Science degree in Economics from Hunter College and is a Personal Investment Advisor (PIA). Outside of his professional work, he enjoys adventure sports, camping, chess, cooking, fishing, hiking, music, reading, rock climbing, and spending time with his family.

Carson Leydecker is a CFP® professional with two years of industry experience, currently affiliated with Kintra Wealth, LLC. He has held positions at Kintra Wealth and Mutual Securities, Inc. since 2026 and previously worked at Loring Advisory Group and Commonwealth Financial Network. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and document review with model-driven asset allocation and fundamental security analysis to implement tax-efficient investment strategies on a household basis.

Taylor Stanfill is a CFP® professional with 15 years of industry experience. He has been with Veritas Planning Group since 2014 and is currently part of the Verisail Partners, LLC team in Chamblee, GA. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm employs a top-down, asset-allocation first approach, emphasizing a factor-based framework informed by the Fama-French three-factor model, and manages portfolios primarily on a discretionary basis.