Top advisors focused on intergenerational families 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.

Sandra Conroy is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. She has been active in the financial services industry since August 1985, providing clients with wealth management services that address both individual and complex financial needs. Her professional focus includes education planning, executive compensation, family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Sandra’s approach centers on developing personalized strategies tailored to clients’ short- and long-term financial objectives, emphasizing the importance of understanding life priorities beyond markets and returns. Her credentials include the Personal Investment Advisor (PIA) designation, and she holds a High School Diploma/GED from Greenville Central School. Prior to her financial career, Sandra managed Arthur Murray Ballroom Dance Studios in Florida and Arizona and became a franchise owner and operator in Denver. She also trained as a Medic in the U.S. Army Reserves. Outside of her professional work, Sandra is married with two children and three grandchildren. Her personal interests include dancing, golfing, and traveling.

Seth Halley is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has worked previously at The Ayco Company, L.P./Mercer Allied, Tyson Foods/GDH Consulting, and other firms. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with a range of affiliated financial entities.

Carson Leydecker is a CFP® and holds a Series 66 license with two years of industry experience. He currently works at Kintra Wealth, LLC and Mutual Securities, Inc., and previously held roles at Loring Advisory Group, Commonwealth Financial Network, and Northwestern Mutual. Carson’s background includes experience in both financial services and earlier roles at organizations such as Turbonomic and The Aspen Institute. Kintra Wealth, LLC is a team-based firm serving clients with a collaborative approach to wealth management.

Raymond Trost is a CFP® professional with 25 years of industry experience, currently advising at Edward Jones since 2019. His prior experience includes roles at Susquehanna Capital Group from 2000 to 2018 and T3 Trading Group, LLC. He is also co-owner of TMT Property Investments. Edward Jones is a wealth management firm serving individual and institutional clients with a wide range of advisory services and maintains one of the largest advisor and branch networks in the industry.

Dave's experience in investment management and financial planning uniquely position him to serve as his client's independent trusted advisor - a personal chief financial officer that can discreetly navigate the tides affecting your financial life. ​ Professional highlights include portfolio management on Union Bank municipal investment team which earned recognition as the best in the industry by Barron's in 2008 and 2009; lead investment management responsibility at a $300M financial planning firm; and working with amazing entrepreneurs, executives, and families. ​ David's education includes a Chartered Financial Analyst (CFA) designation, a Certified Financial Planning (CFP) designation, and a U.C. Berkeley bachelor's degree where he conducted a study on evidenced based investment management with Haas Professor of Investments David Distad. ​ David launched PFM to continue building upon his vision of complete personal financial management: discreet and unwavering focus on how expert financial management can help a client achieve her goals. From setting and achieving goals, to preparing you for all of life's contingencies and investing for your future - David helps his client's understand what they should be doing, and then helps them get it done.