Top financial advisors working with faith-focused clients in Decatur, IN

Corey Brannum is a financial advisor with Wells Fargo Advisors in Decatur, Indiana, holding Series 63 and Series 65 licenses and having 19 years of industry experience. His career includes roles at Wells Fargo Advisors since 2023 and Wells Fargo Clearing from 2016 to 2023, as well as First Command Brokerage Services in 2007-2008. Outside of advising, he has ownership interests in family and investment-related limited liability companies. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services using proprietary research and tools, delivering tailored recommendations through advisors, with clients deciding how to implement them.

Phillip Sollman is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and nine years of industry experience. He has been with Thrivent since 2016 and previously worked at Angie's List from 2012 to 2017. Outside of his advisory role, he serves on the school board for Zion Lutheran School in Decatur, Indiana. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a broad range of topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Jerry Baughman is a financial advisor at Midwest Capital Financial Advisors, LLC with a Series 65 credential and recent experience in the financial services industry since 2023. Prior to joining the firm, he held roles at Midwest Capital Resources and Collins Mobile LLC, among others. He is also an insurance agent at Midwest Capital Resources, a non-investment related insurance agency. Midwest Capital Financial Advisors, LLC is a state-registered investment adviser serving approximately 100 clients with $12.9 million in assets under management. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, employing a combination of fundamental and technical analysis alongside various investment strategies.

Nicholas Wurster is a financial advisor at OneAscent Financial Services LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Cambridge Investment Research, Inc. and has experience outside finance including roles at Pine Lake Waterpark and Bernhaus Furniture. Wurster also works as an insurance agent with Collier Insurance Agency on a part-time basis. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm provides discretionary and non-discretionary asset management, financial planning, and unified managed account solutions, employing individualized asset-allocation methods and various overlay and automated investment programs.

Dustin Bantz is a financial advisor at Edward Jones in Decatur, Indiana, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he was involved in entrepreneurial and business roles, including ownership and management positions at Muncie Guns LLC, Culligan Water of Muncie, and 1 Shot Sports LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the country.

Kurt Supe is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been involved with Supe Culpepper Inc DBA Creative Financial Group and related entities since 2006, focusing on insurance, tax planning, and financial services. Outside of advisory work, Supe is involved in tax planning and preparation, online retail sales, and authoring tax-related content for Amazon. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm uses a model-driven investment approach informed by third-party research and offers various strategies including Biblical Responsible Investing, with flexible billing and execution options.

Owen Freel is a financial advisor at Christy Capital Management, Inc. in Macon, GA, holding a Series 65 designation with four years of industry experience. He has been with Christy Capital Management since 2018 and previously worked for Fountain Car Wash from 2016 to 2018. Christy Capital Management serves individuals, high-net-worth clients, trusts, estates, and retirement plans by providing investment advisory, wealth management, financial planning, and related services. The firm uses a client profile and risk-tolerance questionnaire to tailor recommendations and implements discretionary management through a subadvisor program, offering values- or faith-based model portfolios managed by EverSource Wealth Advisors.

Benjamin Nunn is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He has been with Values First Advisors, Inc. since 2014. In addition to his advisory role, he is licensed to sell insurance and may receive commissions on insurance product sales. Values First Advisors, Inc. is an independent SEC-registered firm serving individuals, trusts, estates, retirement plans, and charitable organizations. The firm employs Biblically Responsible Investing principles and uses long-term equity and fixed-income strategies, managing approximately $215 million for nearly 1,000 clients through a team of seven advisors.

Robert Barber is a financial advisor with Christian Financial Advisors in New Braunfels, TX, holding a Series 63 license and bringing 32 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Girard Securities, Inc. He is also the author of a book titled *7 Pillars of Biblical Stewardship*. Christian Financial Advisors is a team of five advisors managing approximately $187.7 million, serving individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and broker/dealers. The firm offers discretionary portfolio management, financial planning, and retirement-plan services, employing a long-term, customized investment approach that incorporates a Biblically Responsible Investing overlay.

Andrew Halbrook is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked for the City of Ruston for nine years. Outside of his advisory role, he co-manages a family-owned LLC involved in rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of over 23,700 financial advisors.