Top financial advisors working with clients approaching retirement in Terre Haute, IN

Donald Edwards is a CFA® charterholder with 27 years of industry experience, currently serving at Wabash Capital, Inc. since 1997. He is based in Terre Haute, IN, and is part of a four-advisor team. Wabash Capital provides discretionary investment management to a diverse client base including individuals, trusts, corporations, pensions, 401(k) plans, and foundations/endowments. The firm employs a top-down, fundamental research process to build risk-based, diversified portfolios with an emphasis on low turnover and tactical adjustments guided by market valuation metrics such as the cyclically-adjusted price-earnings (CAPE) ratio.

Kimberly Hughes is a financial advisor with Wells Fargo Advisors in Terre Haute, IN, holding Series 63 and Series 65 credentials and with 23 years of industry experience. She has been with Wells Fargo Advisors since 2015. Outside of her advisory role, she holds a 33% ownership interest in Ohio Boulevard Partners, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad menu of planning services, including niche areas such as business-owner transition and special-needs analysis.

Tyler Rogerson is a financial advisor at Fifth Third Securities, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2021, also working at Fifth Third Bank since 2013. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers a range of discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Evan Faro is a financial advisor with Edward Jones in Terre Haute, IN, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he was self-employed and worked in VFX contracting, among other roles. Outside of finance, Faro gives saxophone lessons to local middle and high school students and is involved in event and promotional software coordination as a partner in a local business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm is notable for its extensive retail advisor and branch network, as well as its affiliated capabilities beyond advisory services.

Thomas Foster is a CFP® professional with 30 years of experience in the financial industry. He currently works at OSAIC and has previously held roles at Woodbury Financial Services Inc and Morgan Stanley, including Morgan Stanley Private Bank. Foster serves on the boards of the Terre Haute Rotary Club and the Crisis Pregnancy Center, and he is president of his local homeowners association. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a range of portfolio management tools and supports both discretionary and non-discretionary accounts.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

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.

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Richard Martin is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has a background that includes nearly three decades at Avantax Advisory Services and eight years at Avantax Insurance Agency. Outside of his advisory work, he is the owner and sole proprietor of Martin & Pellegrin, CPAs, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Lee Chen is a financial advisor with UBS Financial Services in Pasadena, California, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Chen serves on the board of directors for the San Gabriel Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a broad range of financial planning and portfolio management solutions.