Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Gregory Lohman (CRD# 5222738) is an Investment Advisor Representative working at Fisher Investments in Sheridan, IN and has over 9 years of experience in the finance industry. Gregory Lohman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Mark Baird is a graduate of Purdue University where he obtained a Bachelor of Science degree in Land Surveying from the school of Engineering. He later obtained a Master of Business Administration (MBA) from Houston Baptist University. After graduating from Purdue and moving to Houston, Texas, Mark worked in the engineering department of a large energy company now known as NRG Energy. During his career at the company, he held several different leadership roles including the Director of Employee Benefits where he was in charge of the company’s 401k plans, stock plans, pension plans, and all health...
Steve Carr (CRD# 2784322) is an Investment Advisor Representative working at Peloton Wealth Strategists, Inc. in Indianapolis, IN and has over 19 years of experience in the finance industry. He holds a BA in Business Administration from Taylor University, an MBA in Finance and Derivative Markets from Loyola University-Chicago, and is a CFA charterholder.
Peloton manages custom investment portfolios and provides strategic financial advice on a fee-only basis. Please visit pelotonwealth.com to learn more.
Joseph Del Principe (CRD# 6469264) is the Founder of the Independent Investment Advisory Firm Del Principe | O’Brien Financial Advisors, LLC (D|O). D|O provides investment advisory, financial planning, and portfolio design services to private individuals, high net worth individuals, not-for-profit entities, pension trusts, trusts, estates, charitable organizations, and business entities utilizing separate accounts. We are dedicated to providing individuals and other types of clients with a wide array of investment advisory services. Del Principe | O’Brien Financial Advisors is a limited liability...
Brody Schoen (CRD# 6060867) is an Investment Advisor Representative working at Waddell & Reed in Indianapolis, IN and has over 3 years of experience in the finance industry. He has completed his Accredited Asset Management Specialist (AAMS) designation, and works with his clients on investment management and retirement planning. Brody enjoys playing golf on the weekends and spending time outdoors with his wife and puppy.