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Brian J

Series 63, Series 65

Indianapolis, IN

Cetera

Brian Johnson is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera since 2019, following prior roles at Foresters Advisory Services and Foresters Financial Services. Outside of his advisory work, Johnson leads a business networking event. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, operating as a multi-manager platform with access to affiliated and third-party managers and various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Stephen R

Series 63, Series 65

Indianapolis, IN

Cetera

Stephen Roberts is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Cetera since 2019 and previously advised at Foresters Advisory Services and Foresters Financial. Outside of his advisory roles, he operates Stephen L. Roberts LLC and has experience as a real estate investor. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with diverse program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Ted G

Series 63, Series 65

Indianapolis, IN

Cetera

Ted Gautier is a financial advisor with Cetera in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Cetera and its affiliated entities since 2019, following prior roles at Foresters Financial Services. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Benjamin G

Series 63, Series 65

Indianapolis, IN

Cetera

Benjamin Goshorn Maroney is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 65 registrations. His prior roles include positions at Foresters Advisory Services LLC and Foresters Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors and serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a variety of program structures and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Steve S

Series 63, Series 65

Indianapolis, IN

Cetera

Steve Spelde is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior work includes positions at Foresters Financial Services and Foresters Advisory Services. He is also the owner of Steve Spelde Financial LLC for tax reporting purposes. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Andrew T

Series 66

Indianapolis, IN

Cetera

Andrew Thomas is a financial advisor with Cetera who holds a Series 66 designation and has seven years of industry experience. Prior to joining Cetera in 2024, he worked at Edward Jones from 2019 to 2024 and was employed at Lowe's Inc Regional Distribution Center from 2014 to 2019. Outside of his advisory work, he owns and operates an online collectibles business called Hoosier Daddies Collectibles LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, supporting over 10,000 advisors and managing more than $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Natalie P

Series 63, Series 65

Indianapolis, IN

Cetera

Natalie Pei is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 17 years of industry experience. She has been with Cetera since 2019 and previously worked at Foresters Financial Services and Airbnb. Outside of financial advising, she is involved in modeling and works as a music DJ. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform that includes both affiliated and third-party investment options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Kelly C

Series 63, Series 66

Indianapolis, IN

Cetera

Kelly Cavanaugh is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Fidelity Investments, Prudential Insurance Company of America, Fifth Third Bank, and LPL Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform allowing advisors to implement various investment strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Courtney W

Series 63, Series 65

Indianapolis, IN

Cetera

Courtney Willey is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 15 years of industry experience. She has worked at Cetera and related entities since 2019 and previously spent time with Foresters Financial Services. Outside of her advisory role, Willey was the owner of C & S Country Treats for 17 years. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Conner H

Series 66

Indianapolis, IN

Cetera

Conner Hobbs is a financial advisor at Cetera with three years of industry experience. He holds a Series 66 designation and has previously worked with the MSD of Wabash County and Whites Residential and Family Services. Outside of his advisory work, Hobbs serves as a board member for the LaFontaine Library. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers across various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Geoffrey M

Series 63, Series 65

Indianapolis, IN

Cetera

Geoffrey Malko Rasmussen is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and Cetera Investment Services LLC since 2019. Prior to that, he worked at Foresters Advisory Services and Foresters Financial Services. Outside of his advisory role, Rasmussen owns Ginn Financial, a business operating under a Cetera DBA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that includes affiliated and third-party managers and various investment program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Brian M

Series 63, Series 66

Indianapolis, IN

Cetera

Brian Miller is a financial advisor with Cetera based in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining Cetera in 2019, he worked at Foresters Financial and Foresters Advisory Services LLC. Outside of his advisory role, Miller serves on the board of the Perry Township Education Foundation and is involved with the Indy Premier Soccer Club as an at-large board member. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting discretionary and non-discretionary accounts with access to affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Vinya M

CFP®, Series 66

Indianapolis, IN

Cetera

Vinya Muso is a CFP® with 10 years of industry experience, currently serving at Cetera. Previously, she worked with Raymond James Financial Services from 2016 to 2026. She is also involved with Gagne Wealth Management in a financial advisory role. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with diverse program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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