Carmel, IN Office

Scott Altman is a financial advisor with LPL Financial in Carmel, IN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at LPL Financial since 2011 and previously held roles at Morgan Stanley and Merrill. Altman also operates a separate business, Altman Financial Consulting, based in Indianapolis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of advisors, with investment strategies that include model portfolios, third-party management, and customized approaches.

Jason Roberts is a financial advisor with LPL Financial in Carmel, Indiana, holding Series 63 and Series 65 registrations and 20 years of industry experience. His career includes roles at BMO Harris Financial Advisors, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of his advisory work, he has a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive technology tools and a large network of over 22,800 advisors.

Stephan Hodge is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. His prior roles include positions at MassMutual Investors Services, MassMutual Life Insurance Company, Northwestern Mutual Wealth Management Company, and City Securities Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

Stephen Brennan is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial and Elements Wealth Management. He has worked with LPL Financial since 2009 and has been with Elements Wealth Management, a business serving credit union clients, since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, managing over $819 billion in discretionary assets.

Rebecca Obermeier is a financial advisor with LPL Financial in Carmel, IN, holding a Series 66 designation and 21 years of industry experience. She has worked at LPL Financial since 2025 and has a long tenure dating back to 2010 with Evolution Private Wealth Management. Obermeier serves on the board of the nonprofit Behold and Become. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary platforms.

James Hartman II is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 37 years of industry experience. He has worked at LPL Financial since 2008, following prior roles at New England Securities and Osaic FA, Inc. Outside of his advisory work, he is involved in tax preparation and accounting through RHF Financial, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a large network of investment adviser representatives.

Michael Mcdonald is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2009, following prior roles at Merrill and Piper Sandler & Co. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory support with a broad array of non-advisory financial products.

Rafael Cordaro is a financial advisor with LPL Financial in Carmel, IN. He holds Series 63 and Series 65 designations and has 21 years of industry experience, including 18 years with LPL Financial. Outside of his advisory role, he is also an independent insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, and institutional platforms, supporting advisors with research tools and a broad non-advisory financial services platform.