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

Stacia Jones is a financial advisor with Silver Oak Securities, Inc. based in Greenwood, IN, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at Securities America Advisors, Securities America, and Securities Service Network. Outside of her advisory work, she is the owner of becauseOne, an online platform aimed at helping nonprofits communicate their needs and connect with supporters. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and business entities through a multi-team structure of about 101 financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances, supported by operational features like ongoing model monitoring and automatic investment processes.

Vesta Fisher is a financial advisor at PNC Wealth Management with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with PNC since 2012, including roles at PNC Bank and PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessments and discretionary model accounts managed by PNC or third-party strategists.

Christopher Rosser is a CFP® professional with 16 years of industry experience, currently serving at Edward Jones since 2009. He holds the Series 66 designation and is based in Greenwood, IN. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Mark Langdon is a financial advisor with LPL Financial in Greenwood, Indiana, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He worked at Merrill from 2010 to 2013 before joining LPL Financial in 2013. Langdon also operates Langdon Financial Group LLC, an investment-related business connected to his work with LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning and model portfolio programs.

William Orr is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previous experience at Pruco Securities, Prudential Insurance Company of America, and Edward Jones. Orr is a volunteer board member of The American Legion and founder of the Veteran CFO Alliance, a networking group. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a variety of portfolio management and investment strategies tailored to client objectives.

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.