Top retirement plans for business owners (SEP, solo 401k) 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.

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.