CFP®-certified financial advisors in Columbus, IN

Crystal Rickard is a Series 66-registered financial advisor with 11 years of industry experience, currently serving at LPL Financial since 2022. She has also been affiliated with Centra Credit Union and CUNA Brokerage Services since 2017. Outside of her advisory work, she owns Crystal Beach Properties, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services utilizing both discretionary and non-discretionary management strategies.

Leeanne Lollar is a CFP® professional with 11 years of industry experience, currently serving at Donaldson Capital Management LLC since 2022. Her prior experience includes roles at LPL Financial LLC, Old National Bank, J.W. Cole Advisors, and Voya Financial Advisors. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to individual and institutional clients. The firm employs proprietary portfolio strategies and a combination of fundamental, technical, and statistical analysis to manage income- and growth-oriented portfolios, serving a diverse client base including retirement plans and institutional entities.

Margaret Kamman is a CFP® professional with eight years of experience, currently serving at Kirr, Marbach & Company, LLC since 2018. Prior to joining the firm, she worked at Cummins Engine Business and Cummins Emissions Solutions. Kirr, Marbach & Company, LLC provides discretionary portfolio management to individual, high-net-worth, and institutional clients, including corporate pension plans and a registered investment company. The firm employs a long-term, value-oriented equity strategy across market capitalizations and utilizes defined-maturity ETFs for fixed income allocations.

Steven Engelstad is a financial advisor at Concurrent Investment Advisors, LLC with 13 years of industry experience. He has previously worked at Raymond James Financial Services Advisors and Wells Fargo Advisors Financial. He is also employed at Engelstad Wealth Advisors, Inc., a support company where he serves as a financial advisor. Concurrent Investment Advisors, LLC is an SEC-registered enterprise advisory firm managing approximately $15.7 billion in assets for individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities tailored to client goals, risk tolerance, and tax considerations.

John Hayden is a CFP®-certified financial advisor at Edward Jones in Columbus, IN, with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he coaches the elementary girls basketball team for the Bartholomew County School Corporation. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.