Indianapolis, IN Office

Donald James is an advisor at W&S Brokerage Services, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Thrivent Financial and Monarch Distributing. W&S Brokerage Services, Inc. is a dually-registered broker-dealer and SEC-registered investment adviser affiliated with Western & Southern Financial Group. The firm offers a model-driven, discretionary asset-allocation program that serves individuals, trusts, and retirement plans, combining brokerage, advisory, and insurance services within a proprietary investment framework.

Nicholas Golgart is a financial advisor at W&S Brokerage Services, Inc. with 11 years of experience in the industry. His background includes roles at Farmers Insurance Group and Farmers Financial Solutions LLC. He holds Series 63 and Series 65 licenses. W&S Brokerage Services, Inc. is a dually-registered broker-dealer and SEC-registered investment adviser affiliated with Western & Southern Financial Group. The firm offers the W&S Wealth Solutions wrap fee asset-allocation program, which uses a model-driven, discretionary allocation process tailored to multiple risk profiles and investment objectives, and provides brokerage and insurance-agent services to individuals, trusts, retirement plans, and other entities.

Jonathan Levine is a financial advisor at W&S Brokerage Services, Inc. in Indianapolis, IN, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Farmers Financial Solutions and Farmers Insurance Group. Outside of his financial career, Levine tutors elementary and middle school students in math. W&S Brokerage Services, Inc. is a dually-registered broker-dealer and SEC-registered investment adviser affiliated with Western & Southern Financial Group. The firm offers a model-driven, discretionary asset-allocation program that serves individuals, trusts, and retirement plans, combining brokerage, advisory, and insurance services through a network supported by affiliated sub-advisers and proprietary funds.

Kyle Thomas is a financial advisor with W&S Brokerage Services, Inc. in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His career includes roles at Western Southern Life, Pruco Securities, The Prudential Insurance Company of America, and Thrivent Financial. He also serves as a staff manager at Western Southern Life. W&S Brokerage Services, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that offers a model-based, discretionary asset allocation program with 25 investment models. The firm serves individual clients, retirement plans, and institutional accounts, combining investment management with broker-dealer and insurance activities through a large branch network and proprietary affiliated funds.