Advisors at this firm
Matthew B
CFP®, Series 66
Carmel, IN
Four Quadrant Wealth Advisors, Inc.
Matthew Bates is a CFP® and holds a Series 66 license with 18 years of industry experience. He is currently with Four Quadrant Wealth Advisors, Inc. and has prior experience at PFS Investments Inc., Primerica Financial Services, Advised Assets Group, LLC, and Gwfs Equities, Inc. He was also involved with Link to Learn Behavior Therapy from 2022 to 2024. Four Quadrant Wealth Advisors serves individual and high-net-worth clients as well as professional partnerships, corporations, and medical and dental practices. The firm provides personalized financial planning and discretionary portfolio management, tailoring advice to client objectives and risk tolerance using various analytical methods and a diversified range of investment instruments.
Stacy P
Series 63, Series 66
Carmel, IN
Four Quadrant Wealth Advisors, Inc.
Stacy Phillips is a financial advisor at Four Quadrant Wealth Advisors, Inc. with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Sagepoint Financial, Inc. and WSI, Inc. dba Creative Planning Strategies. Four Quadrant Wealth Advisors serves individual and high-net-worth clients, as well as professional partnerships, corporations, and medical and dental practices, providing personalized financial planning and discretionary portfolio management. The firm tailors advice using a mix of analytical methods and implements diversified portfolios while offering ongoing account monitoring and specialized services for business entities and practice transition planning.
Kal O
Series 66
Carmel, IN
Four Quadrant Wealth Advisors, Inc.
Kal Owen is a financial advisor with Four Quadrant Wealth Advisors, Inc. in Carmel, IN, holding a Series 66 designation and six years of industry experience. Prior to joining Four Quadrant Wealth Advisors in 2021, he worked at several firms including First Command Advisory Services and PerMar Security. Owen also serves as a sergeant and production controller in the Indiana Army National Guard, a role he has held since 2010. Four Quadrant Wealth Advisors serves individual and high-net-worth clients as well as professional partnerships, corporations, and medical and dental practices. The firm offers personalized financial planning and discretionary portfolio management, using a variety of analytical methods and a range of securities to tailor advice to clients’ objectives and risk tolerance.
Jason S
Series 63, Series 65
Carmel, IN
Four Quadrant Wealth Advisors, Inc.
Jason Smith is a financial advisor with Four Quadrant Wealth Advisors, Inc. in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Four Quadrant since 2004. Outside of advising, he is the CEO of Smith Ryan Financial, a dental practice consulting business, and volunteers on the finance committee of Joy's House. Four Quadrant Wealth Advisors serves individual and high-net-worth clients, as well as professional partnerships, corporations, and medical and dental practices, offering personalized financial planning and discretionary portfolio management. The firm uses a variety of analytical methods and implements portfolios with mutual funds, ETFs, equities, and fixed-income instruments tailored to client objectives and risk tolerance.
Bryan F
Series 65
Carmel, IN
Four Quadrant Wealth Advisors, Inc.
Bryan Fawcett is a financial advisor at Four Quadrant Wealth Advisors, Inc. in Carmel, IN, holding a Series 65 designation with two years of industry experience. He previously worked at Thrivent Advisor Network, LLC dba PalomarWealth and Kershner Trading Group. Four Quadrant Wealth Advisors serves individual and high-net-worth clients, as well as professional partnerships, corporations, and medical and dental practices, providing personalized financial planning and discretionary portfolio management. The firm uses a variety of analytical methods to tailor advice to clients’ objectives and risk tolerance, managing portfolios with mutual funds, ETFs, equities, and fixed-income instruments.
Brogan B
Series 65
Carmel, IN
Four Quadrant Wealth Advisors, Inc.
Brogan Baxter is a Series 65-licensed financial advisor with 21 years of industry experience. He has been with Four Quadrant Wealth Advisors, Inc. in Indianapolis, IN, since 2004. Four Quadrant Wealth Advisors serves individual and high-net-worth clients, as well as professional partnerships, corporations, and medical and dental practices. The firm provides personalized financial planning and discretionary portfolio management, employing a range of analytical methods and a diverse selection of investment instruments tailored to each client's objectives and risk tolerance.
William C
Series 65
Carmel, IN
Four Quadrant Wealth Advisors, Inc.
William Chrisman is a Series 65-licensed financial advisor with four years of industry experience. He is currently with Four Quadrant Wealth Advisors, Inc., where he has worked since 2023. His prior roles include positions at Worldwide Auctioneers, Miller Private Wealth, Personal Wealth Partners, and Credent Wealth Management. Before entering the financial advisory field, he worked in education at the University of Saint Francis and DeKalb High School. Four Quadrant Wealth Advisors serves individual and high-net-worth clients, as well as professional partnerships, corporations, and medical and dental practices. The firm offers personalized financial planning and discretionary portfolio management, using a variety of analytical methods and investment vehicles tailored to client objectives and risk tolerance.
