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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

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Alan S

CFP®

Fillmore, IN

Best Case Financial

I'm Alan Skillern. I'm from a tiny town in west central Indiana. My goal is to help people just like I help my family. I'm a CFP® professional and I picked up my MBA while I was at Ball State. I've worked in a few firms but I never sold a financial product or taken a commission. I don't have any desire to push products to people who are looking to secure their family's future. I have picked up a set of skills, including: a deep knowledge of estate planning, mindfulness around taxes, and the ability to build a killer financial plan. Best Case Financial is built around the idea of neighbors helping neighbors. I've seen too many cases of people being treated un-neighborly and I want to do my part to tip the scale in the other direction.

Cash flow / budgeting Sandwich Generation Young Families Gen Y/Millennials (Born 1980-1995)
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Ginger S

Series 65

Greencastle, IN

Wabash Capital, Inc.

Ginger Scott is a financial advisor at Wabash Capital, Inc. with 26 years of industry experience. She holds a Series 65 designation and has been with Wabash Capital since 1999. Wabash Capital provides discretionary investment management to individuals, trusts, corporations, pensions, 401(k) plans, and foundations/endowments. The firm employs a top-down, fundamental research process to build diversified, risk-based portfolios with an emphasis on low turnover and tactical shifts guided by market valuation metrics.

Wealth management Passive / index investing Active portfolio management
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Vernon S

Series 63, Series 65, Series 66

Greencastle, IN

J. W. Cole Advisors, Inc.

Vernon Stewart is a financial advisor with J. W. Cole Advisors, Inc. He holds Series 63, 65, and 66 credentials and has 41 years of industry experience. His prior roles include positions at National Planning Corporation and Advantage Investment Management LLC. Outside of his advisory work, he is involved with Ernst & Roth, providing cost segregation study services to commercial real estate owners. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on both discretionary and non-discretionary bases.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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Cameron C

Series 66

Cloverdale, IN

Osaic Advisory Services, LLC

Cameron Chestnut is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. He has been involved with Chestnut Financial Group since 2017, where he serves as an advisor and part owner. Chestnut also has prior experience with Triad Advisors and Parkland Securities. Osaic Advisory Services is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base including individuals, charities, corporations, retirement plans, and institutional entities, offering a range of services such as managed account programs, financial planning, retirement plan consulting, and lending solutions.

Annuities
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Johnnie C

CFP®, Series 63, Series 66

Cloverdale, IN

Osaic Advisory Services, LLC

Johnnie Chestnut is a CFP® with 24 years of industry experience, currently serving at Osaic Advisory Services, LLC. His prior roles include positions at Parkland Securities and First National Bank. Outside of advisory work, he owns a candle business and is a partner in a golf course where he assists with financial operations and membership growth. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing over $12 billion in client assets. The firm serves a diverse client base including individuals, charities, corporations, and institutional entities, offering advisory services through a representative-driven model with access to a wide range of investment products and platforms.

Annuities
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Lottie B

Series 63, Series 65

Greencastle, IN

Mass Mutual Investors Services

Lottie Barcus is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 28 years of industry experience. She has worked with Metropolitan Life Insurance Company and its affiliates from 1999 to 2017, and has been with MML Investors Services and Massachusetts Mutual Life Insurance Company since 2016 and 2017, respectively. In addition to advisory work, she is also an agent involved in life and annuities insurance sales. Mass Mutual Investors Services operates as a subsidiary of MassMutual and provides financial planning and asset management services to individuals, business owners, trusts, charitable organizations, and employers, offering a range of programs including wrap accounts, money-manager programs, and educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Matthew C

Series 63, Series 65

Brazil, IN

Cetera

Matthew Crooks is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 14 years of industry experience. He previously worked at Foresters Advisory Services LLC and Foresters Financial Services before joining Cetera in 2019. Outside of his advisory role, he is involved in the hospitality industry as a bartender at Coach's Timeout Sports Bar & Grille. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing a mix of advisor-managed accounts, model portfolios, and third-party managed programs.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Mathew L

Series 63, Series 65

Reelsville, IN

Edward Jones

Mathew Ladendecker is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jennifer J

Series 66

Greencastle, IN

Edward Jones

Jennifer Jackson is a Series 66 licensed financial advisor with six years of experience at Edward Jones and five years prior experience at MutualBank. She is based in Greencastle, IN. Outside of her advisory role, she is the owner of an LLC that manages paid monthly rent. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Early retirement planning General retirement planning Self-Employed
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Brian D

CFP®, ChFC®, Series 66

Brazil, IN

Edward Jones

Brian Depasse is a CFP®, ChFC®, and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2017. He has eight years of industry experience, including a prior role at Aeromind LLC/SILCA. Outside of his advisory work, he engages in woodworking projects as a hobby. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jeffrey J

Series 66

Greencastle, IN

Edward Jones

Jeffrey Jackson is a Series 66–licensed financial advisor with Edward Jones in Greencastle, Indiana, where he has worked since 2015. He has 11 years of industry experience. Outside of advising, he owns a corporation that holds an office building. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions, operating with a nationwide network of more than 23,700 financial advisors and managing approximately $1.01 trillion in assets.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jacqueline E

CFP®, Series 66

Greencastle, IN

Edward Jones

Jacqueline Ellis is a CFP® and holds a Series 66 license with 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Max S

CFP®, Series 66

Brazil, IN

Edward Jones

Max Short is a financial advisor with Edward Jones in Brazil, Indiana, holding the CFP® and Series 66 designations. He has eight years of industry experience, including two years at Terre Haute Savings Bank prior to joining Edward Jones in 2017. Outside of his advisory role, he is president of two LLCs involved in real estate leasing and forest management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Erich R

Series 63, Series 65

Greencastle, IN

LPL Financial

Erich Raasch is a financial advisor with LPL Financial in Bloomington, IN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with LPL Financial since 2009 and also works with Old National Bank since 2008. Outside of his advisory work, he is an ordained minister. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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David R

Series 66

Brazil, IN

Raymond James & Associates

David Robertson is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2014. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, along with institutional consulting and public finance capabilities.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Lynsey L

Series 63, Series 66

Brazil, IN

Edward Jones

Lynsey Lunsford is a financial advisor with Edward Jones in Brazil, Indiana, holding Series 63 and Series 66 licenses and with 22 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she is a member of KALL, LLC, a commercial real estate business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Taylor F

Series 63, Series 65

Greencastle, IN

MWA Financial Services Inc.

Taylor Farley is an advisor at MWA Financial Services Inc. with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining MWA Financial Services, Farley worked at Modern Woodmen of America, Quality Title Insurance, and held various roles in legal and public service sectors. MWA Financial Services Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving individuals, trusts, corporations, charitable organizations, and retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance through its affiliation with Modern Woodmen of America.

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Amanda L

Series 63, Series 65

Greencastle, IN

MWA Financial Services Inc.

Amanda Laney is a financial advisor with MWA Financial Services Inc. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining MWA Financial Services, Amanda has held roles at Modern Woodmen of America and Approved Mortgage. Outside of her advisory work, she is involved in real estate through ownership and management of investment properties with Ascent Properties, LLC and Laney Properties, LLC. MWA Financial Services, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving individuals, trusts, corporations, charitable organizations, and employer-sponsored retirement plans through 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance via its affiliation with Modern Woodmen of America.

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