Ryan Watson

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Osceola, IN 46561

Credentials

Series 66

Industry experience

6 years

Expertise

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance

Occupation focus

Founder/Business Owner

Work history

Edward Jones

2019 - Present (7 years)

School City of Mishawaka

2000 - 2019 (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Brennan V

CFP®

Elkhart, IN

Vitality Wealth Planning

Hi, I’m Brennan, the founder of Vitality Wealth Planning and a CERTIFIED FINANCIAL PLANNER™ professional. At Vitality Wealth Planning, I help families achieve financial clarity and peace of mind, empowering them to live their best lives with purpose. I believe true wealth extends beyond money—it's about living a fulfilling life with confidence, personal freedom, and the security to pursue what matters most. My work goes beyond numbers and investments. I specialize in guiding multigenerational families, especially those in the "sandwich generation," as they care for aging parents and plan for future generations. With compassion and expertise, I simplify complex financial matters, helping clients navigate estate planning, tax strategies, wealth preservation, and more. My goal is to help people reduce financial stress, align their wealth with their vision, and build a legacy that reflects their core values. Driven by a desire to end suffering, I view money as a tool to bring clarity and purpose to life. Through a holistic approach, I guide clients to make intentional, confident choices that lead to a life of freedom, impact, and vitality.

Widow/Widower Sandwich Generation Gen X (Born 1965-1980)

Aaron W

CFP®, CPA

Goshen, IN

Integrated Financial Planning Solutions, LLC

Stop Guessing. Start Planning. When it comes to money, there’s the strategic way—and then there’s every other way. Since 2010, our fee-only CFP® and CPA professionals have been helping clients build strategies and portfolios designed to meet long-term goals and simplify their financial lives. We’ve dedicated our careers to helping you define and execute the financial strategies that power your life. IFPS aims to serve as your trusted advisor, helping you craft a comprehensive and tax-efficient financial strategy that aligns with your values and life vision.

General tax planning Tax strategies for small businesses Founder/Business Owner Gen X (Born 1965-1980)

Lance L

CFP®

South Bend, IN

Kingdom Financial

Kingdom Financial is a personally accessible CFP®/CKA® practice serving Christian families across the rural Midwest who are seeking to align their resources with God's heart. Founded in 2023 by Lance Ludwig, the firm provides comprehensive financial planning and integrated wealth management with Christ at the center, delivered through deeply personal partnership. We serve married couples in late career or retirement who are navigating complexity and longing for a trusted guide who shares their faith. Our passion is to see clients grow in freedom, joy, and purpose as they deepen their relationship with Christ. Clients experience the capacity to focus increasingly on faith, family, and Kingdom impact. Lance Ludwig, CFP®, CKA®, is the founder of Kingdom Financial, a personally accessible financial planning and wealth management practice serving Christian families across the rural Midwest. With a Master of Finance, eight years of teaching experience, and more than a decade in financial planning, Lance is deeply committed to discipleship through comprehensive planning. His passion is helping families align their resources with God's heart so they grow in freedom, joy, purpose, and a deeper relationship with Christ.

General retirement planning Wealth management Christian Faith Based Gen X (Born 1965-1980)

Tyler R

CFP®, Series 63, Series 66

Goshen, IN

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management General retirement planning Founder/Business Owner

Leo P

CFP®, Series 63, Series 66

South Bend, IN

Edward Jones

Charitable giving & philanthropy Retirement income strategy General retirement planning Business ownership considerations Multi-generational wealth transfer Founder/Business Owner Intergenerational Families

Michael M

Series 66

Mishawaka, IN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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