Independent advisors focused on business sale tax planning in Indiana

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Amanda is also involved with Lucky Duck, a separate business activity. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supported by research and planning tools, and serves both retail and institutional clients with a range of advisory programs.

Geoffrey Tomes is a financial advisor at Sanctuary Advisors, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at Noyes Advisors LLC and David A Noyes & Company since 2000. His other business activities include involvement with fixed life and health insurance and fixed annuities. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, and retirement plans. The firm offers customized investment programs through a network of independent advisors and affiliated broker-dealer services, utilizing various account structures and third-party model platforms.

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.

Roland Szilard is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Valic Financial Advisors since 2006 and also works with Agia. Outside of his advisory work, Szilard serves as a board member involved in organizing youth soccer activities and acts as a youth soccer referee. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at a large scale with over 1,200 advisors.

Joshua Da More is a financial advisor with Strive Financial Group, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Strive Financial Group since 2024 and concurrently at Wellington Wealth Strategies LLC since 2023. Prior to these roles, he held positions at MML Investors Services, Mass Mutual Life Insurance Company, and Assurance Technologies, Inc. He is also a licensed insurance agent involved in fixed insurance sales. Strive Financial Group is a registered investment adviser serving individuals, corporations, and qualified retirement plans with discretionary asset management, ERISA plan services, and financial planning. The firm employs a combination of quantitative and qualitative investment strategies tailored to client goals and maintains a notably high client-to-advisor ratio across its six-advisor team.

Andrew Charles is a Financial Advisor at Merrill Lynch Wealth Management with over a decade of experience. He works with individuals, families, non-profits, and business owners to navigate financial complexity through a tailored and dynamic planning process. His client focus areas include college education planning, employee financial health, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, and tax minimization. Andrew holds a Bachelor's Degree from The University of Wisconsin Madison and is a CERTIFIED FINANCIAL PLANNER® professional as well as a Personal Investment Advisor. He takes a holistic approach to financial planning, understanding that every financial decision is part of a larger picture, and bases his client relationships on trust and mutual respect. Outside of his professional work, Andrew enjoys a variety of outdoor activities such as biking, fishing, golfing, hiking, ice skating, skiing, and woodworking, as well as drawing, painting, and photography. He is also involved with professional organizations including the Middleton Chamber of Commerce, Middleton Friendship Initiative, Morgan's Caring Connection, and The Madison Club.

Collin Lyon is a CFP® and ChFC® with four years of industry experience, currently serving at Anderson Financial Strategies, LLC. His previous roles include positions at Kovar Wealth Management and First Command Advisory Services. Anderson Financial Strategies is a SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs an active, tailored asset management approach combining fundamental and technical analysis with modern portfolio theory.

Rodney Laurenz is a financial advisor with Flagship Harbor Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Flagship Harbor Advisors and LPL Financial since 2011. In addition to his advisory work, he teaches several investment-related classes annually through the Cambridge Centre for Adult Education. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors and employs a range of investment strategies including mutual funds, ETFs, individual securities, and separately managed accounts.

William Frankenstein is a CFP® with 42 years of industry experience, currently serving as an investment advisor representative at Sovran Advisors, LLC. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co., and MetLife Securities Inc. He is also involved with the Foundation for Senior Services, where he discusses financial planning with seniors. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of about 53 advisors, offering customized portfolio management and diversified investment strategies.

Matthew Nelson is a financial advisor at Flourish Financial Planning with five years of industry experience. He holds the Series 63 and Series 65 designations. In addition to his advisory role, Nelson is a partner and executive in tax preparation businesses, including Nelson & Nelson Tax Services, Inc., where he serves as Vice President. Flourish Financial Planning serves individual, high-net-worth, and corporate clients, managing approximately $28.2 million in assets. The firm employs a Modern Portfolio Theory approach with primarily passive investments and provides comprehensive financial planning and employer-funded educational workshops.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a financial advisor at Waverly Advisors, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at 9258 Wealth Management for five years and Teradata Corp for eleven years. In addition to her advisory role, she serves as assistant director of tax planning at 9258 Tax and Planning. Waverly Advisors, LLC is an SEC-registered enterprise adviser serving individuals, corporations, retirement plans, and pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary services, employing a combination of centralized and customized investment strategies across traditional and alternative asset classes.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Safeguard Investment Advisory Group, LLC, holding a Series 65 credential and 15 years of industry experience. He has worked with Safeguard since 2020 and previously held roles at LifePro Asset Management, LLC, Martin and Associates Insurance Services, Inc., and Martin Wealth Management, LLC. Hart is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education (NACFF), providing unbiased fiduciary financial education. Safeguard Investment Advisory Group, LLC serves individual, high-net-worth, institutional, and business clients, offering discretionary portfolio management, access to third-party sub-advisers, and fee-based financial planning. The firm employs a fundamental-analysis investment process with a preferred horizon of two to ten years and manages over $600 million across approximately 1,800 client relationships.

Sarah Currier Barrella is a CFP®-certified financial advisor with 26 years of industry experience. She is currently with Santander Securities LLC and Santander Bank, NA, having previously worked at TD Bank and Citizens Securities, Inc. Barrella holds Series 63 and Series 65 licenses. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through the FMAX managed-account platform with discretionary portfolio management and ongoing suitability reviews.