Indianaapolis, IN Office

Kevin Cassidy is a financial advisor at Larson Financial Group, LLC in Indianapolis, IN, with 16 years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at Charles Schwab for nine years before joining Larson Financial Group in 2025. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to a diverse client base including individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a mix of model portfolios and custom discretionary programs using strategic and tactical approaches, and offers specialized pension consulting services.

Alex Davis is a financial advisor with Larson Financial Group, LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Commonwealth Financial Network and Midwest Wealth Management. Larson Financial Group serves individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm offers financial planning, portfolio management, and retirement-plan consulting through model portfolios and custom discretionary programs employing both strategic and tactical approaches.

Matthew Tully is a financial advisor at Larson Financial Group, LLC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Midwest Wealth Management Inc., Catalyst Capital Advisors LLC, Clearbridge Investments, LLC, and John Hancock Investment Management LLC. Outside of his advisory role, he serves as an elder on the board of Leavener Ministry, a nonprofit organization focused on church outreach and disaster relief. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs, incorporating both strategic and tactical investment approaches alongside third-party manager oversight.

David Thyen is a financial advisor with Larson Financial Group, LLC in Indianapolis, holding a Series 65 designation and six years of industry experience. He previously worked at Midwest Wealth Management Inc., Valeo Financial Advisors, Fifth Third Trading Center, and Kimball Electronics. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs employing strategic and tactical approaches, including option overlays and separately managed accounts, and supports its advice with AI-assisted research tools alongside human review.

Gavin Bizeau is a financial advisor at Larson Financial Group, LLC with three years of industry experience. He holds a Series 66 credential and previously worked at Northwestern Mutual Wealth Management Company and Fidelity Investments. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with emphasis on serving doctors and related businesses. The firm employs a combination of model portfolios, custom discretionary programs, and third-party money managers, utilizing both strategic and tactical approaches to investment management.