Top ESG / Sustainable investing financial advisors in Greencastle, IN

Lottie Barcus is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 28 years of industry experience. She has worked with Metropolitan Life Insurance Company and its affiliates from 1999 to 2017, and has been with MML Investors Services and Massachusetts Mutual Life Insurance Company since 2016 and 2017, respectively. In addition to advisory work, she is also an agent involved in life and annuities insurance sales. Mass Mutual Investors Services operates as a subsidiary of MassMutual and provides financial planning and asset management services to individuals, business owners, trusts, charitable organizations, and employers, offering a range of programs including wrap accounts, money-manager programs, and educational seminars.

Ginger Scott is a financial advisor at Wabash Capital, Inc. with 26 years of industry experience. She holds a Series 65 designation and has been with Wabash Capital since 1999. Wabash Capital provides discretionary investment management to individuals, trusts, corporations, pensions, 401(k) plans, and foundations/endowments. The firm employs a top-down, fundamental research process to build diversified, risk-based portfolios with an emphasis on low turnover and tactical shifts guided by market valuation metrics.

Vernon Stewart is a financial advisor with J. W. Cole Advisors, Inc. He holds Series 63, 65, and 66 credentials and has 41 years of industry experience. His prior roles include positions at National Planning Corporation and Advantage Investment Management LLC. Outside of his advisory work, he is involved with Ernst & Roth, providing cost segregation study services to commercial real estate owners. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on both discretionary and non-discretionary bases.

Jacqueline Ellis is a CFP® and holds a Series 66 license with 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erich Raasch is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at LPL Financial since 2009 and previously worked at Cetera Investment Services. Outside of his advisory role, he is an ordained minister. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment options and advisory platforms supported by technology and serves over 22,800 advisors managing more than $819 billion in discretionary assets.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

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.

Matthew Mc Bride is a CFA® charterholder and Series 65 licensee with three years of industry experience. He has worked at One Day In July LLC since 2023 and previously held positions at the University of Vermont and Saint Michael's College. Outside of financial advising, he is involved in a self storage business focusing on facility valuation and market research. One Day In July LLC provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension plans. The firm employs an asset-allocation approach centered on passive, low-cost ETFs, supplemented by periodic rebalancing and limited short-term trades, and offers an optional environmental investing strategy.

Stephen Harris is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2023, he worked for Fiba Basketball and East Stroudsburg University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

Kayla Wheeler is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 credentials and one year of industry experience. She has worked at Primerica Advisors since 2024 and has prior experience with Spectrum Brands and Lakeside Foods. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.