Indianapolis, IN Keystone Crossing logo

Indianapolis, IN Keystone Crossing Office

Team
Updated today
Thurston Springer Advisors logo

Thurston Springer Advisors

Multi-team

Firm-wide stats for Thurston Springer Advisors

Total advisors

93

Across 28 offices

Clients per advisor

48 Typical

Avg AUM per client

$1,221,336 High

HNW client ratio

26% Typical

About

Thurston Springer serves individual and high‑net‑worth clients as well as corporations, foundations, estates and employer‑sponsored retirement plans. It provides comprehensive financial planning, portfolio management, fee‑based consulting and wrap‑program options (including the Compass Account), and offers ERISA 3(21) and 3(38) fiduciary services for plan sponsors.

Advisory services are tailored to client goals and may be managed discretionarily through firm programs, with IARs setting account restrictions and conducting periodic reviews. Investment analysis combines charting, fundamental, technical and cyclical methods and supports both buy‑and‑hold allocation approaches and more active strategies such as the Tactical Momentum and Earnings Momentum models, which involve higher turnover.

Noteworthy distinctions include the firm’s integration with affiliated entities: many IARs are registered representatives of affiliated broker‑dealer Thurston Springer Financial and are licensed insurance agents who may effect commissionable brokerage and insurance transactions through affiliated agencies (Thurston Springer Insurance and Top Advisors Group). The firm also works with institutional plan sponsors (including banking or thrift clients), is affiliated with truEdge and related private‑fund arrangements, and discloses custodial sweep, platform support and placement‑fee relationships and supervisory controls intended to address the resulting conflicts of interest.

Based on Thurston Springer Advisors

Expertise

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management

Based on Thurston Springer Advisors

Occupation focus

Founder/Business Owner Executive

Based on Thurston Springer Advisors

Location

9000 Keystone Crossing, Seventh Floor

Indianapolis IN 46240

Advisors at this office

23

Advisors at this office

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Sara M

Series 63, Series 65

Indianapolis, IN

Thurston Springer Advisors

Sara Murans is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, with eight years of industry experience. She holds the Series 63 and Series 65 licenses and has been with Thurston Springer Financial since 2017. Outside of her advisory work, she is a 50% partner in RCR Development 238, LLC. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, employing a range of investment strategies from buy-and-hold to more active tactical models.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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Gabriele A

Series 63

Indianapolis, IN

Thurston Springer Advisors

Gabriele Allen is a financial advisor at Thurston Springer Advisors with 32 years of industry experience. She has been with the firm and its predecessor entities since 1989. Outside of advisory work, she serves as a sales executive for Green Organics International. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, offering comprehensive financial planning, portfolio management, and fiduciary services with a range of investment approaches including both buy-and-hold and active strategies.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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Dane T

Series 66

Indianapolis, IN

Thurston Springer Advisors

Dane Trainor is a financial advisor at Thurston Springer Advisors with a Series 66 designation and no prior industry experience. Before joining Thurston Springer Financial in 2024, he worked at Clifton Larson Allen and Best Buy, and has a background in education with Hamilton Southeastern Schools and Indiana University. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing various investment strategies that range from buy-and-hold to more active models such as Tactical Momentum and Earnings Momentum.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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Christopher L

Series 63, Series 66

Indianapolis, IN

Thurston Springer Advisors

Christopher Lavelle is a financial advisor with Thurston Springer Advisors based in Indianapolis, IN. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Thurston Springer Advisors, he spent ten years at Charles Schwab & Co., Inc. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing a mix of fundamental, technical, and cyclical investment analysis to support both buy-and-hold and active strategies.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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Jon S

Series 63, Series 65

Indianapolis, IN

Thurston Springer Advisors

Jon Stucker is a financial advisor with Thurston Springer Advisors in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. His prior affiliations include Thurston Springer Miller Herd & Titak, Inc., and he serves on boards of several non-investment organizations, including Delta Alpha of Alpha Tau Omega and Vinculum, and is involved in multiple entrepreneurial ventures such as Parkahead LLC and FK Restaurant Group LLC. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm employs a combination of fundamental and technical investment analysis to support both buy-and-hold and active strategies.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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Kevin M

Series 66

Indianapolis, IN

Thurston Springer Advisors

Kevin Mcdougall is a financial advisor at Thurston Springer Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors, Equitable Advisors, and Morgan Stanley. Based in Indianapolis, IN, Mcdougall has spent the majority of his career at Wells Fargo Advisors. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management services, utilizing a combination of fundamental, technical, and cyclical investment analysis to support both buy-and-hold and active strategies.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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James T

Series 63

Indianapolis, IN

Thurston Springer Advisors

James Titak is a financial advisor with Thurston Springer Advisors in Indianapolis, holding a Series 63 designation and 45 years of industry experience. He has been with Thurston, Springer, Miller, Herd & Titak, Inc. since 1992 and has also worked at T.S. Phillips Investments Inc. since 2022. Outside of advisory work, he is involved with several business ventures, including serving as chairman of Thurston Springer Insurance, LLC and MyClient, LLC, a technology company. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, using a combination of investment analysis methods to support both buy-and-hold and active strategies.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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Myles H

Series 63, Series 66

Indianapolis, IN

Thurston Springer Advisors

Myles Hartwig is a financial advisor at Thurston Springer Advisors with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Thurston Springer Miller Herd & Titak, Inc. since 2015, following eight years at Edward Jones. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, providing comprehensive financial planning and portfolio management. The firm employs a combination of fundamental, technical, and cyclical investment analysis and offers both buy-and-hold and active strategy options.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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James M

Series 63

Indianapolis, IN

Thurston Springer Advisors

James Mlott is a financial advisor at Thurston Springer Advisors in Indianapolis, Indiana, with 41 years of industry experience. He holds a Series 63 designation and has worked at Thurston Springer since 2009, with prior experience at Wells Fargo Clearing and A. G. Edwards & Sons. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, utilizing both buy-and-hold and active investment strategies tailored to client goals.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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John P

Series 63, Series 65

Indianapolis, IN

Thurston Springer Advisors

John Peluso Jr. is a financial advisor with Thurston Springer Advisors in Indianapolis, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior experience includes roles at Wells Fargo Advisors, First Clearing, LLC, and Wells Fargo Clearing. He is also a Partner at Thurston Capital, the parent company of several affiliated broker-dealers and registered investment advisers. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing both fundamental and technical investment analysis alongside discretionary and tailored account management.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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Paul H

Series 63

Indianapolis, IN

Thurston Springer Advisors

Paul Hargitt III is a financial advisor with Thurston Springer Advisors in Indianapolis, IN, holding a Series 63 designation and 26 years of industry experience. He has worked at Thurston, Springer, Miller, Herd & Titak, Inc. since 2000. Outside of his advisory role, he serves as Treasurer and Trustee of the Broad Ripple Masonic Lodge #643. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, utilizing a range of investment strategies that include both buy-and-hold and more active models.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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Jorey D

Series 66

Indianapolis, IN

Thurston Springer Advisors

Jorey Dimopoulos is a financial advisor at Thurston Springer Advisors with six years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab & Co., Inc. and Northwestern Mutual. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and retirement plans, offering comprehensive financial planning and portfolio management with tailored investment approaches.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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James W

Series 63, Series 65, Series 66

Indianapolis, IN

Thurston Springer Advisors

James Walker Jr. is a financial advisor with Thurston Springer Advisors in Indianapolis, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. He previously worked at LPL Financial LLC for 22 years before joining Thurston Springer Advisors in 2020. He also conducts business under the name J.F. Walker Investments. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing both buy-and-hold and more active investment strategies tailored to client goals.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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Mark D

Series 63, Series 65

Indianapolis, IN

Thurston Springer Advisors

Mark Damer is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Noyes Advisors LLC, David A. Noyes & Company, and Morgan Stanley. Damer serves as a board member of the Carmel Clay Historical Society, a nonprofit organization. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning, portfolio management, and fiduciary services, employing both buy-and-hold and active investment strategies tailored to client goals.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar

Jeffrey T

Series 66

Indianapolis, IN

Thurston Springer Advisors

Jeffrey Triwedi is a financial advisor with Thurston Springer Advisors in Indianapolis, holding a Series 66 designation and 23 years of industry experience. He has been with Thurston, Springer, Miller, Herd & Titak, Inc. for 22 years and has operated Triwedi Enterprises for over three decades. Outside of his financial career, he performs as a musician playing guitar and saxophone about once a month. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management with a variety of investment strategies, combining fundamental, technical, and cyclical analysis to support both buy-and-hold and more active management approaches.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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