Top college savings (529s, UTMA, etc.) financial advisors in Crawfordsville, IN

Bradley Gonso is a financial advisor with Edward Jones in Crawfordsville, IN, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he is involved with the Crawfordsville Housing Authority. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory strategies, including both discretionary and non-discretionary options. The firm manages over $1 trillion in assets and supports its services through a nationwide network of financial advisors and branch offices.

John Heinzinger is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with LPL Financial and has prior experience at Teachers Credit Union and CUNA Brokerage Services. Outside of his advisory work, he is secretary of Artisan Masterpiece, Inc., a for-profit business he has been involved with since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to financial planning, asset management programs, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Kyle Lutes is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and 23 years of industry experience. He previously worked at Woodbury Financial for 21 years before joining Osaic in 2024. Lutes is president of Lutes Wealth Management, a financial planning firm he owns and operates. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs asset-allocation tools and multiple portfolio construction techniques to tailor investment strategies, including discretionary and non-discretionary management options.

Jessica Bokhart is a CFP® professional at Market Street Wealth Management Advisors, LLC with 12 years of industry experience. She has been with Market Street since 2006, totaling 20 years at the firm. Bokhart serves as Treasurer for the Board of Directors of the Montgomery County Carnegie Museum and holds leadership roles on the Montgomery County Community Foundation and Crawfordsville Electric Light & Power boards. Market Street Wealth Management Advisors serves individual and institutional clients, including high-net-worth individuals, businesses, foundations, charitable organizations, and retirement plans. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing mutual funds, ETFs, and third-party sub-advisors to implement diversified strategies.

Caleb Wilson is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Securities LLC since 2016. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager 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.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Justin Scicluna is a financial advisor at Edward Jones in Prairie Village, KS, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 financial advisors.