LJI Wealth Management, LLC

Jade Holt is a CERTIFIED FINANCIAL PLANNER™ professional with 31 years of industry experience. She is currently with LJI Wealth Management, LLC and previously worked at Charles Schwab & Co., Inc. and Schwab Private Client Investment Advisory, Inc. She holds life and health insurance licenses. LJI Wealth Management serves individuals, charitable organizations, corporations, and retirement plans, offering tailored wealth management that includes investment management, comprehensive financial planning, and retirement plan consulting. The firm employs a diverse range of investment strategies and combines fundamental, quantitative, and technical analysis with third-party research.

Bruce Hubbell is a financial advisor with LJI Wealth Management, LLC in Indianapolis, IN, holding a Series 65 designation and 24 years of industry experience. He has been with LJI Wealth Management since 2015. LJI Wealth Management serves individuals, charitable organizations, corporations, and retirement plans, offering wealth management that integrates investment management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies tailored to clients’ objectives and risk profiles, utilizing fundamental, quantitative, and technical analysis.

Layton John is a financial advisor at LJI Wealth Management, LLC with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with LJI Wealth Management since 2007. Outside of his advisory role, he owns and manages a restaurant and bar called The Dugout. LJI Wealth Management serves individuals, charitable organizations, corporations, and retirement plans by providing wealth management that includes investment management, comprehensive financial planning, and retirement plan consulting. The firm employs a range of investment strategies tailored to client objectives and manages accounts on both discretionary and non-discretionary bases.

Jonathan Russell is a financial advisor at LJI Wealth Management, LLC in Indianapolis, IN, holding a Series 65 designation with 14 years of industry experience. He has been with LJI Wealth Management since 2012. He is also a partner at JHR Pensions, LLC, an affiliated third-party 401(k) administrator. LJI Wealth Management serves individuals, high-net-worth clients, charities, corporations, and pension/profit-sharing plans with wealth management, investment management, financial planning, and retirement plan consulting. The firm manages approximately $1.37 billion in assets and employs a range of investment strategies tailored to client objectives, including the use of ETFs, options, and individually managed accounts.

James Morrow is a financial advisor at LJI Wealth Management, LLC with 24 years of industry experience. He holds a Series 66 designation and has been with LJI Wealth Management since 2009. Outside of his advisory role, he serves as a FINRA arbitrator. LJI Wealth Management serves individuals, charitable organizations, corporations, and retirement plans, offering wealth management that integrates investment management, financial planning, and retirement plan consulting. The firm tailors portfolios to client objectives using a range of investment strategies, including fundamental, quantitative, and technical analysis, and manages accounts on both discretionary and non-discretionary bases.

Bradley Owens is a CFP® professional with 21 years of industry experience. He has been with LJI Wealth Management, LLC since 2012. Owens holds life and health insurance licenses. LJI Wealth Management serves individuals, charitable organizations, corporations, and retirement plans, offering wealth management services that include investment management, financial planning, and retirement plan consulting. The firm uses a variety of investment strategies tailored to client objectives and risk tolerances, with portfolios that may incorporate equities, fixed income, ETFs, and specialized approaches such as options and swing trading.

Joshua John is a financial advisor at LJI Wealth Management, LLC in Indianapolis, IN, with 14 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with LJI Wealth Management since 2009. LJI Wealth Management serves individuals, charitable organizations, corporations, and retirement plans by providing wealth management that integrates investment management, financial planning, and retirement plan consulting. The firm uses a mix of fundamental, quantitative, and technical analysis to tailor portfolios across equities, fixed income, and ETFs, offering both discretionary and non-discretionary account management.

Strawn Markle is a financial advisor at LJI Wealth Management, LLC with 13 years of industry experience. He holds a Series 63 designation and has worked at LJI Wealth Management since 2017. Prior to that, he was employed at Its Asset Management, L.P. from 2001 to 2017. LJI Wealth Management serves individuals, charitable organizations, corporations, and retirement plans by providing wealth management that integrates investment management, comprehensive financial planning, and retirement plan consulting. The firm employs a variety of investment strategies tailored to clients’ objectives, incorporating fundamental, quantitative, and technical analysis.

Tanner Coulter is a financial advisor with LJI Wealth Management, LLC in Indianapolis, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at The Prudential Insurance Company of America and its affiliated entities from 2015 to 2020. Outside of advisory work, he acts as an insurance agent specializing in livestock insurance and general insurance sales. LJI Wealth Management offers wealth management, investment management, comprehensive financial planning, and retirement plan consulting to individuals, high-net-worth clients, charities, corporations, and pension/profit-sharing plans. The firm’s approach incorporates fundamental, quantitative, and technical analysis, utilizing a range of investment vehicles and strategies tailored to client objectives and risk tolerance.

Luke Drye is a financial advisor at LJI Wealth Management, LLC in Indianapolis, holding a Series 65 designation with four years of industry experience. His prior work includes roles at DFAS Indianapolis and ESG Security/CSC. LJI Wealth Management serves individuals, high-net-worth clients, charities, corporations, and pension/profit-sharing plans, managing approximately $1.37 billion in assets. The firm offers wealth management, financial planning, and retirement consulting using a range of investment strategies tailored to client objectives and risk tolerance.

Zachary Melloh is a financial advisor at LJI Wealth Management, LLC in Indianapolis, IN, holding a Series 65 designation with two years of industry experience. He previously worked at Valeo Financial Advisors LLC for one year and has been with LJI Wealth Management since 2023. LJI Wealth Management serves individuals, charitable organizations, corporations, and retirement plans by providing wealth management that integrates investment management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies tailored to client objectives, using fundamental, quantitative, and technical analysis.

Scott Riethman is a financial advisor at LJI Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Nationwide Investment Services Corporation for 13 years. Since 2024, he has also been a partner in JHR Pensions, LLC, a non-investment-related business. LJI Wealth Management serves individuals, charitable organizations, corporations, and retirement plans by providing wealth management, financial planning, and retirement plan consulting. The firm employs tailored investment strategies using fundamental, quantitative, and technical analysis across diversified portfolios.

Daniel Lucas is a financial advisor with LJI Wealth Management, LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses and has 12 years of industry experience. He has been with LJI Wealth Management since 2014. LJI Wealth Management offers wealth management, investment management, comprehensive financial planning, and retirement plan consulting to individuals, high-net-worth clients, charities, corporations, and pension/profit-sharing plans. The firm employs a range of investment strategies tailored to client objectives and risk tolerance and manages approximately $1.37 billion in client assets through a team of 13 advisors.