Indianapolis, IN E. 96th Street Office

Karen Grindlay is a financial advisor with Charter Advisory Corporation in Indianapolis, IN, holding a Series 63 credential and 28 years of industry experience. She has been with Charter Advisory Corporation since 1998 and also has a background in accounting as president of Grindlay & Grindlay, PC, a CPA firm she has been involved with since 1994. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $366 million in client assets and serves retail and high-net-worth clients through a multi-advisor team, utilizing fundamental and technical analysis, model portfolios, and third-party managers.

Charles Pilecki is a financial advisor with Charter Advisory Corporation in Indianapolis, IN, holding a Series 63 designation and 35 years of industry experience. He has worked at Charter Advisory Corporation since 1992 and has been affiliated with LPL Financial LLC since 2009. In addition to his advisory work, he is involved in insurance sales through Valley Insurance Agency. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals and various types of institutional clients. The firm manages approximately $366 million in assets, employing a multi-advisor team approach that includes both discretionary and non-discretionary portfolio management often utilizing model portfolios and third-party managers.

David Yearwood is a financial advisor with Charter Advisory Corporation in Indianapolis, IN, holding a Series 63 credential and over 40 years of industry experience. He has been with Charter Advisory Corporation since 1987 and has also worked at LPL Financial since 2009. Outside of advisory services, he is involved in the publishing industry through Michael Stafford Publishing, LLC, which invests in the launch and marketing of political fiction novels. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $333 million in client assets and utilizes a combination of fundamental and technical analysis alongside model- and manager-based solutions through LPL-sponsored programs.

Julie Thompson is a financial advisor with Charter Advisory Corporation in Indianapolis, IN. She holds a Series 63 designation and has 34 years of industry experience. Julie has worked at LPL Financial LLC since 2009 and has been with Charter Advisory Corporation since 1984. She is also a notary public. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $366 million in client assets and serves retail and high-net-worth clients through a multi-advisor team, offering portfolio management using fundamental and technical analysis, rebalancing, ongoing reviews, and financial planning.

Sina Nowak is a financial advisor at Charter Advisory Corporation with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charter Advisory Corporation since 2016. Prior to that, he was associated with LPL Financial LLC from 2015. Outside of advising, Nowak is a licensed real estate sales associate and has involvement with a lawn service company. Charter Advisory Corporation provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $366 million in client assets and serves retail and high-net-worth clients through a multi-advisor team, using a combination of fundamental and technical analysis, model portfolios, and discretionary trading authority.

Jesse Sweet is a financial advisor with Charter Advisory Corporation in Indianapolis, holding a Series 66 designation and two years of industry experience. Prior to joining Charter Advisory Corporation in 2025, he worked at LPL Financial and has a background in education, including roles at Marian University College of Osteopathic Medicine and Indiana University Bloomington. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $333 million in client assets and offers both discretionary and non-discretionary portfolio management alongside plan-level ERISA fiduciary services.

Michael Kelley is a financial advisor at Charter Advisory Corporation with 44 years of industry experience. He holds a Series 63 designation and has been with Charter Advisory Corporation since 1988, concurrently maintaining a role at LPL Financial since 2009. In addition to his advisory work, he is president of an insurance agency and holds certifications as a Certified Public Accountant and Notary Public. Charter Advisory Corporation provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $366 million in client assets and serves retail and high-net-worth clients through a multi-advisor team, employing fundamental and technical analysis, portfolio rebalancing, and a combination of direct management and third-party portfolio managers.

Michael Macius is a CFP® professional with five years of experience in the financial services industry. He has been with Charter Advisory Corporation and LPL Financial, LLC since 2020. Prior to that, he spent time at Michigan State University and worked in education for a decade. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $333 million in client assets and integrates fundamental and technical analysis with model- and manager-based solutions through LPL-sponsored programs.