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Donald C
Series 63, Series 65
Rochester, IN
Advisor Share Wealth Management, LLC
Donald Cameron is a financial advisor at Advisor Share Wealth Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brookstone Capital Management, Tcm Securities, Inc, and Cameron Financial, a business he has been involved with since 1995. In addition to his advisory work, he is an agent involved in the sale of life insurance, fixed annuities, and long-term care insurance products. Advisor Share Wealth Management serves individuals, professional advisers, and retirement plans by offering portfolio management, financial planning, and retirement plan advisory services. The firm utilizes a platform that supports independent advisers and employs a manager selection process based on quantitative and qualitative criteria to implement client strategies.
Lance N
Series 63, Series 66
Rochester, IN
Edward Jones
Lance Nelson is a financial advisor with Edward Jones in Rochester, Indiana, holding Series 63 and Series 66 credentials and 35 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1990. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.
Justin B
Series 66
Rochester, IN
Edward Jones
Justin Brady is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He previously worked at FBL Marketing Services, LLC and Indiana Farm Bureau. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.
Kelly W
CFP®, Series 63, Series 65
Star City, IN
Mass Mutual Investors Services
Kelly Weaver is a CFP® professional with 27 years of experience in the financial services industry. She has worked at Mass Mutual Investors Services since 2017 and has been affiliated with Massachusetts Mutual Life Insurance Company since 2016. Kelly also serves as a Notary Public. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools.
Jon C
Series 63, Series 66
Winamac, IN
Edward Jones
Jon Chapman is a financial advisor with Edward Jones in Winamac, Indiana, holding Series 63 and Series 66 designations and with 32 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory role, he operates Backyard Nature Specialist Inc., a retail business focused on selling birdhouses and bird feeders and offering nature tours. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.
Ashleigh H
Series 66
Winamac, IN
Edward Jones
Ashleigh Hoover is a financial advisor at Edward Jones in Winamac, Indiana, with one year of industry experience. Prior to her current role, she worked at Edward Jones from 2019 to 2024 and has experience at Leeman Law Office and Maurices/Ascena Retail. She holds the Series 66 designation. 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 under management and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.
Chas N
Series 66
Rochester, IN
Edward Jones
Chas Nelson is a financial advisor with Edward Jones in Rochester, Indiana, holding a Series 66 credential and beginning his advisory career in 2025. His prior experience includes roles at Murray Equipment Inc and education positions at Purdue University and Rochester School Corporation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment strategies and advisory programs. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 advisors and 15,000 branch offices.
Matthew B
Series 66
Kewanna, IN
LPL Financial
Matthew Berry is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 20 years of industry experience. Prior to joining LPL Financial in 2020, he worked at H.D. Vest Advisory Services and H.D. Vest Investment Services from 2010 to 2020. Outside of his advisory role, Berry owns and operates several local businesses, including an excavating company and a land consulting firm, and he also serves as a notary. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates various delivery models tailored to client needs.
Bryan B
Series 63, Series 65
Rochester, IN
LPL Financial
Bryan Bell is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at LPL Financial and First Federal Savings Bank since 2018. Prior to this, he was employed by the Social Security Administration from 2009 to 2017. Outside of his advisory role, he serves as a bookkeeper for Plymouth Family Eyecare, a family business. 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 investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product offerings.
Alyssa C
Series 66
Winamac, IN
Edward Jones
Alyssa Chapman is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and previously worked at Alliance Bank and BraunAbility. Outside of financial advising, she is an independent beauty consultant for Mary Kay, selling skin care and cosmetics. 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 and is noted for its extensive national network of advisors and branch offices.
Grant G
Series 66
Rochester, IN
LPL Financial
Grant Gohmann is a financial advisor with LPL Financial in Rochester, Indiana. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked at Parkland Securities, LLC and First Federal Savings Bank. 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 variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
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