Seasoned, income planning financial advisors in Plymouth, IN

Rodney Jacobs is a financial advisor with Ameriprise in Plymouth, Indiana, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Outside of advising, Jacobs owns and operates Got Game LLC, a gaming store that offers a social environment for board and card games. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service aimed at clients nearing or in retirement, providing tailored retirement income planning through a centralized team that leverages proprietary research and third-party data.

Tammy Dickson is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of finance, she manages cleaning operations as an independent contractor. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients. The firm uses a multi-provider model and offers various wrap-fee programs supported by affiliated banking entities.

Jeffrey Umbaugh is a financial advisor at Regal Investment Advisors LLC with 25 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Regulus, LLC and Regal Investment Advisors since 2015. Outside of his advisory role, he owns Kuhn, Dillon, Umbaugh, LLC, a tax preparation and accounting services firm. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios with discretionary authority granted to implement and manage strategies on behalf of clients.

Robert Dragani is a financial advisor with LPL Financial in Plymouth, Indiana, holding a Series 66 designation and over 21 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/Private Ledger Corp., since 2004. Outside of his advisory role, he is involved with Dragani Enterprises, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by advanced operational and research tools.

Russell Kietzman is a financial advisor with Edward Jones in Plymouth, Indiana, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is a shareholder of Pretty Lake Golf Course LLC in Plymouth, Indiana. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services across a nationwide network of advisors and branch offices.

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.

Vandana Devi is a Planning Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity Investments in 2023, progressing through roles including Financial Service Representative, Financial Representative, and Relationship Manager before assuming her current position. Prior to joining Fidelity, she worked as a Personal Banker at Fremont Bank from 2020 to 2022. Her professional experience encompasses client relationship management and financial planning, with a focus on empowering clients to make informed decisions and maintain confidence in their financial goals. Vandana holds a California Insurance License, supporting her expertise in insurance-related financial services. Outside of her professional work, Vandana engages in activities such as cooking and baking, outdoor adventures, parenthood, reading, traveling, and writing.

Kayla Wheeler is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 credentials and one year of industry experience. She has worked at Primerica Advisors since 2024 and has prior experience with Spectrum Brands and Lakeside Foods. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor with LPL Financial based in Houston, TX. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group, Inc. for 20 years and Raymond James Financial Services, Inc. for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, integrating proprietary research and third-party strategies.

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.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.