Top retirement plans for business owners (SEP, solo 401k) financial advisors in Madison, IN

Joshua Mahoney is a financial advisor with LPL Financial in Madison, IN, holding Series 63 and Series 65 credentials and having 12 years of industry experience. He previously worked at Investment Centers of America before joining LPL Financial in 2017. Outside of his advisory role, he raises show pigs for local 4-H participants. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary and third-party strategies, supported by operational tools including machine learning.

Jonathan Louis is a financial advisor with Edward Jones in Madison, IN, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He previously worked at ProEquities, Inc and Protective Life from 2008 to 2019. Outside of advising, he owns a residential rental property in Cold Spring, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm has a large national presence with more than 23,700 advisors and offers affiliated mutual funds, a trust company, and securities-based lending.

Kyle Lanter is a financial advisor with Robert W. Baird & Co. in Madison, Indiana, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Hilliard Lyons, Raymond James Financial Services Advisors Inc., Raymond James Financial Services, Inc., and MainSource Bank. Outside of his advisory work, he serves as Treasurer and board member for the Madison Fairmount Cemetery and the Hebron Cemetery Association. He is part of the DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals and risk tolerances.

Jacob Fedor is a financial advisor with Raymond James Financial in Madison, IN, holding a Series 66 credential and 26 years of industry experience. He has worked at Raymond James Financial and affiliated firms since 2009. Outside of his advisory role, he serves as a committee member at Harrison Lake Country Club, providing feedback on golf course conditions. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

Randy Behymer is a financial advisor at OSAIC with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms including Brecek & Young Advisors, Inc. and Securities America Advisors, Inc. Outside of his advisory work, he is involved in wedding photography and publishes RV Destinations Magazine. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to manage portfolios with a wide range of securities and alternative investments.

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.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Thomas Trefzger is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at Hantz Financial Services, Inc. since 2018 and previously held roles at Sprint and Cleveland State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities under one platform.

Taylor Reed is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NYLIFE Securities LLC, New York Life Insurance Co, and Atlas Capital Advisors LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, managing both discretionary and non-discretionary accounts across diverse portfolio strategies.