Top income planning financial advisors in Washington, IN

Troy Stoll is a CFP® professional with 27 years of industry experience, currently advising at OSAIC since 2024. His previous roles include positions at Woodbury Financial Services Inc and National Planning Corporation. Outside of his advisory work, he serves as treasurer and a board member for Sandborn First Christian Church and operates a sole proprietorship providing bookkeeping and financial statement preparation. OSAIC serves a diverse client base ranging from individual investors to large institutions, offering integrated brokerage, advisory, and retirement consulting services. The firm employs advanced asset-allocation tools and supports both discretionary and non-discretionary account management through a broad network of affiliated advisers and third-party platforms.

Nathan Raber is a financial advisor with LPL Financial in Washington, IN, holding the Series 66 credential and having one year of industry experience. Prior to joining LPL Financial, he worked at German American Bancorp and has experience in education with multiple school corporations and Indiana Wesleyan University. 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 institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Michael Graber is a financial advisor at CreativeOne Wealth, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked with CreativeOne Wealth since 2018. He is also involved with Compass Retirement Advisors LLC, Gradient, and The Insurance Shop Inc., where he has roles related to retirement planning and insurance. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm employs a mix of proprietary ETF-based core models, third-party managers, and option strategies, supporting tailored assessments and regular portfolio rebalancing.

Johnathan Britton is a financial advisor at Axis Financial, LLC with 23 years of industry experience. He holds a Series 66 designation and has been with Axis Financial since 2006. In addition to his advisory role, he sells life, health, long-term care, and property & casualty insurance through The Insurance Shop, an activity he balances alongside his financial advisory work. Axis Financial, LLC is an independent, single-advisor registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a consultative, non-discretionary approach, typically recommending exchange-traded funds for smaller accounts and using third-party asset managers for larger accounts.

Douglas Bubalo is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.