Direct booking
Book time directly with this advisor, no back-and-forth required
Advisors near 47421
Out of 400,000+ nationwide
Bruce R
Series 63
Bedford, IN
Regal Capital Management, Inc.
Douglas J
CFP®, Series 63
Bedford, IN
J. W. Cole Advisors, Inc.
Douglas Johnson is a CFP® with 40 years of industry experience, currently serving at J.W. Cole Advisors, Inc. since 2015. His prior roles include positions at Comprehensive Financial Consultants Institutional, Inc. and JA Benefits, LLC. Outside of his advisory work, he is a managing member of several holding companies and is involved in a care advocacy and advisory organization. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a network of more than 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.
Michael F
Series 63, Series 65
Bedford,In, IN
J. W. Cole Advisors, Inc.
Michael Fidler is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with J. W. Cole Advisors and related entities since 2013 and also works with Comprehensive Financial Consultants Institutional, Inc. since 2014. Outside of his advisory role, he is a minor owner and officer in his wife's silk screen embroidery business, where he occasionally assists. 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 investment adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on a discretionary or non-discretionary basis.
James B
Series 63, Series 66
Bedford, IN
LPL Financial
James Bellush is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Edward Jones for 24 years before joining LPL Financial in 2023. Outside of his advisory role, he is involved with Vested Enterprises LLC and provides bookkeeping and logistics support through Inthezone LLC. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team that develops model portfolios and provides a range of investment solutions tailored to client needs.
Thomas S
Series 63, Series 66
Bedford, IN
J.P. Morgan Securities
Thomas Strange IV is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles at Charles Schwab and J.P. Morgan, where he has worked since 2018. Outside of finance, he owns The Dugout, a private baseball training facility serving local athletes. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory capabilities with broker-dealer and investment adviser registrations to deliver a range of investment and brokerage services.
Jennifer B
Series 66
Mitchell, IN
Raymond James & Associates
Jennifer Baker is a financial advisor with Raymond James & Associates in Mitchell, Indiana. She holds a Series 66 designation and has one year of industry experience. Prior to her current role, she worked at IU Health Paoli Hospital and spent time as a homemaker. 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, and institutional clients. The firm offers tailored financial plans and investment recommendations, with additional expertise in public finance and municipal services.
Jason J
Series 63, Series 66
Bedford, IN
LPL Financial
Jason Jackson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 24 years before joining LPL Financial in 2023. Jackson is also involved as an insurance agent with Insource Inc. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and provides multiple portfolio management options tailored to client needs.
J G
Series 63, Series 65
Bedford, IN
LPL Financial
J George is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 2010. 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 wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Dustin W
Series 63, Series 65
Bedford, IN
LPL Financial
Dustin Williams is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 19 years of industry experience. Prior to joining LPL Financial in 2023, he spent over a decade at J.P. Morgan Securities and J.P. Morgan Chase NA. 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.
James S
Series 63, Series 66
Mitchell, IN
Raymond James & Associates
James Sullivan is a financial advisor with Raymond James & Associates in Mitchell, IN, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, he owns rental real estate. Raymond James & Associates provides financial planning and investment consulting 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 asset-allocation analyses, with services spanning retail, wrap fee advisory programs, and institutional consulting.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
We found advisors who
match your criteria
Add your contact info to see them and get help making the right introduction.
We'll only reach out about your advisor search.
No spam.
Advisors near 47421
Out of 400,000+ nationwide