Indianapolis, IN Keystone Crossing Office

Brittni Bouse is a financial advisor with LPL Enterprise in Indianapolis, IN, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include work at Prudential Insurance Company of America and Pruco Securities, LLC. She has also been involved with Allen Bouse Insurance and Financial Services, where she performed secretarial duties. LPL Enterprise provides advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

James Ulman is a financial advisor with LPL Enterprise, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Cetera, First Community Bank, Merrill, and A. G. Edwards & Sons, Inc. He is based in Indianapolis, IN. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Josh Fedorchak is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior roles include positions at PRUCO Securities, LLC and Strack and Van Til, as well as several years working in education at Wabash College and local schools. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors and institutional entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and trustee services through affiliated entities.

Warren Mc Crea is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Northwestern Mutual and Oracle. Outside of his advisory work, he coaches volleyball and fitness activities with USA Volleyball and the MPCC Community Life Center. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, trust custody, and insurance services.

Andrea Creek is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining LPL Enterprise, she worked at Prudential Insurance Company of America and Pruco Securities, LLC. Before her financial services career, she held positions at Bath and Body Works and Sun Tan City. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and a range of associated services.

Corey Schrader is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has worked at firms including Park Avenue Securities, Guardian Life Insurance Company, and Equitable Advisors. He is based in Indianapolis, IN. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and insurance services through affiliated entities.

Robert Lane is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and possessing 44 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, and several other firms. He also serves in an advisory capacity at Holy Spirit Catholic Church in Indianapolis, acting as a liaison between the Parish Business Office and parishioners. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven approach to investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Francine Jacoby is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. Her career includes over three decades with Prudential Insurance Company of America and Pruco Securities, LLC. She serves as a board member for the Indianapolis Zoo, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various affiliated non-securities services.

Sarah Sallee is a financial advisor with LPL Enterprise in Indianapolis, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at Prudential Insurance Company of America and Pruco Securities, LLC, among other firms. Outside of her advisory role, she is involved in direct sales of beauty and health products and services a prior book of business with MassMutual. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, including high-net-worth investors and employer-sponsored retirement plans. The firm employs a model-driven investment approach, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and wrap programs.

Corey Goers is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior positions include roles at J.P. Morgan Securities and The Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, third-party asset manager access, and insurance product facilitation through affiliated entities.

Mickealin Cassell is a financial advisor with LPL Enterprise in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Prior to joining LPL Enterprise in 2024, Cassell worked at J.P. Morgan Securities for 12 years and Chase Investment Services Corp. for 7 years, among other firms. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, leveraging portfolios developed by internal and third-party strategists, and offers financial planning, access to asset managers, and participation in wrap programs.

Michael Lawrence is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Prudential Insurance Company of America, Pruco Securities, J.P. Morgan Securities, Chase Investment Services, and Charles Schwab. He has been with LPL Enterprise since 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Bart Shambaugh is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Edward Jones, and Brownsburg Community School Corporation. Outside of his advisory role, he is involved as an artist and musician with the Brownsburg High School Show Choirs Band. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm primarily employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Trevor Waite is a financial advisor with LPL Enterprise in Indianapolis, IN, holding a Series 66 designation and approximately one year of industry experience. His career includes prior roles at Prudential Financial, Streamline Books, and Pedcor Investments. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment implementation primarily utilizes model-driven portfolios developed by LPL’s Research Department and third-party strategists, alongside financial planning and access to various third-party asset managers.

Shaina Keck is a financial advisor with LPL Enterprise LLC in Indianapolis, IN, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management Company and Stonecrest Group. Outside of finance, she bartends at Nigh Brew Pub. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers and financial planning services.