CFP®-certified financial advisors in West Lafayette, IN

Joshua Loggins is a financial advisor with Banker Investment Group in West Lafayette, IN, holding Series 63 and Series 65 designations and 18 years of industry experience. Prior to joining Banker Investment Group in 2016, he worked at The Prudential Insurance Company of America and Pruco Securities LLC from 2007 to 2016. Outside of his advisory role, he owns a baseball instruction business in Lafayette. Banker Investment Group provides investment supervisory services and portfolio management to individuals, charitable organizations, and small businesses, managing approximately $259.6 million in discretionary assets. The firm uses a combination of fundamental and technical analysis, employing long-term, short-term, and trading strategies tailored to client objectives, and incorporates borrowing, margin, short selling, and option writing in portfolio implementation when suitable.

David Klemme is a financial advisor at StoneX Advisors Inc. with 38 years of industry experience. He holds a Series 63 designation and has been with StoneX Advisors since 2015. Outside of his advisory role, he is the owner of Klemme Farms, a farmland investment, and serves as president of Klemme Insurance Service, Inc., where he manages building ownership and maintenance. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a combination of independent advisors, proprietary model solutions, and third-party money managers, supported by platforms such as Envestnet and Advyzon, to implement customized investment strategies.

Morgan Bonifazi is a financial advisor at Edward Jones in West Lafayette, IN, holding CFP® and Series 66 designations with seven years of industry experience. His background includes roles at Edward Jones since 2018, as well as positions at DoorDash, Postmates, Uber Eats, the Ministère de l'Éducation Nationale, Cruz Investments & Wealth Management, The Ohio State University, and Graeter's Ice Cream. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large national network of more than 23,700 financial advisors and 15,000 branch offices.

Michael Stocksick is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, following nine years at VOYA Financial Advisors. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager 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.

Christy Robertson is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Thrivent, she worked at Northwestern Mutual from 2018 to 2023 and spent over two decades with State Farm Insurance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses across a variety of planning topics and allows clients to integrate planning with managed-account services while keeping them distinct.

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.

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.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.