Seasoned, general retirement planning financial advisors in Greensburg, IN

Garvis Owens is a financial advisor with IPI Wealth Management, Inc. in Greensburg, IN, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He previously worked at Hardwick Capital Management, LLC from 2016 to 2020. Owens serves as a voting member on the Finance Committee and Golf Tournament Committee of the Greensburg Decatur County Chamber of Commerce. IPI Wealth Management provides investment management, financial planning, and access to third-party asset managers for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in client assets and utilizes an open-architecture model with risk-based proprietary portfolios and active manager oversight.

Matthew Sanchez is a CFP® with 12 years of industry experience. He currently works at TritonPoint Partners, LLC, where he has been since 2026. Prior to this, he held roles at Vivaldi Capital Management LP, Biechele Royce Advisors, TD Ameritrade, and Charles Schwab. TritonPoint Partners provides investment management, financial planning, and retirement plan consulting to individuals, trusts, employee benefit plans, and business entities. The firm employs a long-term asset allocation strategy informed by modern portfolio theory and uses a combination of in-house management, independent managers, and technology-enabled tools, including generative artificial intelligence.

Daniel Anderson is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and over 24 years of industry experience. He has worked at Raymond James Financial and affiliated entities since 2002 and concurrently serves as Vice President and Program Manager at JCB Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and supports advisory programs with a focus on technology, municipal advisory services, and specialized retirement plan consulting.

Loree Crowe is a financial advisor with Fifth Third Securities, Inc. in Greensburg, IN, holding Series 63 and Series 65 credentials and five years of industry experience. Her career includes roles at Fifth Third Bank since 2018 and previous positions at Shepherd Distributing and Fohl's Flooring. Outside of her advisory work, she is involved in dog breeding as a side business. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a range of managed account programs on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a corporate structure as a wholly owned subsidiary of Fifth Third Bank.

Robert Plue is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2004. He holds Series 63 and Series 66 licenses and is based in Greensburg, Indiana. 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 solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Amanda Scheele is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing from 2016 to 2024 and is involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services, drawing on various portfolio management styles and affiliated research.

Lori Fell is a Series 66 credentialed financial advisor with Edward Jones in East Lansing, MI, where she has worked since 2009, accumulating 17 years of industry experience. Outside of her advisory role, she is the owner of LAF Properties LLC, a business she maintains in East Lansing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment solutions, including managed account strategies and affiliated mutual funds, and operates under a fiduciary standard.

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund 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.

David Cade is a financial advisor with LPL Financial based in Houston, TX. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group, Inc. for 20 years and Raymond James Financial Services, Inc. for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, integrating proprietary research and third-party strategies.

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.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.