CFP®-certified financial advisors in Kokomo, IN

Brian Eltzeroth is a financial advisor with Sequent Planning, LLC in Kokomo, Indiana. He holds a Series 65 designation and has one year of industry experience. Prior to joining Sequent Planning, he has been involved with Eltzeroth Services, LLC and Integrity Home Improvement, LLC. He has also worked with Samaritan’s Purse and maintains an insurance agent role offering health and life insurance products. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, and retirement-plan services through a network of approximately 97 advisors using a structured risk framework and diversified investment approaches.

Brooke Rockey is a financial advisor at Creative Financial Designs, Inc. with 20 years of industry experience. She holds a Series 66 designation and has been with Creative Financial Designs and its affiliate CFD Investments since 2006. In addition to her financial advisory role, she is a practicing attorney and sole proprietor of Rockey Law. Creative Financial Designs serves individual clients, charitable organizations, corporate clients, and employer retirement plans with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers strategies including passive ETFs, tactical management, and Biblical Responsible Investing.

Kaley Lyons is a financial advisor at Raymond James Financial with one year of industry experience. She holds a Series 66 designation and has previously worked at Dauby, O'Connor, & Zaleski, LLC and Caliente, LLC. Outside of advisory roles, she is an associate employee at Jackson Financial Group LLC in a support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains unique offerings in municipal advisory and SIMPLE IRA employer consulting.

Thomas Hayes is a financial advisor at Milestone Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked in various roles including positions at the University of Tampa and Crooked Stick Golf Club. Milestone Asset Management provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages approximately $546 million in client assets using a mix of internally managed and third-party model portfolios, employing tactical and strategic approaches informed by fundamental, technical, cyclical, and charting analysis.

Dean Huston is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 25 years of industry experience. He has been with Key Investment Services since 2009. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, including wrap-fee programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection and ongoing monitoring, while providing access to third-party discretionary managers and performing regular due diligence and supervisory oversight.

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.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.