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Jonathan T
Series 63, Series 65
Indianapolis, IN
Cetera
Jonathan Taylor is a financial professional with 21 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has worked with multiple firms, including First Allied Advisory Services and Artistry Wealth, LLC. Taylor serves as board president of Interact Family Services and volunteers at St. Mary's Children's Center. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform with discretionary and non-discretionary program options.
Jerry R
Series 63, Series 65
Indianapolis, IN
Cetera
Jerry Romjue is a financial professional with Cetera and holds the Series 63 and Series 65 designations. He has 12 years of industry experience and has previously worked with First Allied Advisory Services and FIRST Allied Securities. Outside of his advisory role, he is a Certified Public Accountant and is involved in retail sales through a partnership in HONEY HOUNDS LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.
Amy S
Series 66
Indianapolis, IN
Cetera
Amy Simpson is a financial advisor with Cetera, holding the Series 66 credential and one year of industry experience. Her prior work includes positions at Stifel and Milemarker. Amy is based in Indianapolis, IN. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, providing access to both affiliated and third-party investment managers.
Shawn M
Series 66, Series 63
Indianapolis, IN
Cetera
Shawn Magerski is a financial advisor at Cetera with one year of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Charles Schwab & Co., Inc., Nfp, Barnes and Thronburg, and Networks Connect. His background also includes several years of full-time education prior to entering the financial services field. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes multiple program platforms and third-party managers.
Cade E
Series 66, Series 63
Indianapolis, IN
Cetera
Cade East is a financial advisor at Cetera with Series 66 and Series 63 licenses and one year of industry experience. He has previously worked at Charles Schwab and Artistry Wealth, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios alongside bespoke strategies.
Maddox K
Series 63, Series 65
Indianapolis, IN
Cetera
Maddox Krocker is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and based in Indianapolis, IN. His career includes roles at Cetera Advisors LLC and Artistic Strategies, alongside experience with Northwestern Mutual Wealth Management Company and Randall Lehman. Prior to entering financial services, he had involvement in education and pest management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management and access to a variety of program options and third-party managers.
Daniel B
CFP®, ChFC®, Series 63, Series 65
Indianapolis, IN
Cetera
Daniel Brunette is a financial advisor with Cetera, holding the CFP® and ChFC® designations and bringing 50 years of industry experience. His career includes roles at First Allied Advisory Services, First Allied Securities, and leading his own firm, Brunette & Associates. Outside of advisory work, he is involved in educational ventures such as operating a Mathnasium franchise. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm supports advisors with a range of program structures and investment models, managing over $256 billion in assets across more than 10,000 advisors.
Benjamin Z
Series 66
Indianapolis, IN
Cetera
Benjamin Zore is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at Bank of America and Merrill. Outside of his advisory role, he is employed with Tommy Bahama, assisting customers with clothing needs. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with discretionary and non-discretionary program options.
David H
Series 63, Series 65
Indianapolis, IN
Cetera
David Harsh is a financial professional with 23 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 credentials and has worked at various firms including First Allied Advisory Services and Cetera ADVISORS LLC. In addition to his advisory roles, he is an owner and partner of a holding company, You & I, LLC. Cetera Investment Advisers LLC operates as a large network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.
Logan C
Series 66
Indianapolis, IN
Cetera
Logan Creager is a financial professional at Cetera with 15 years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2025, he worked at Charles Schwab in various roles from 2010 to 2024. He is also involved with Brunette & Associates and operates Artistic Strategies, both financial services businesses. Cetera is an SEC-registered adviser that delivers services through a large network of independent advisors, serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms and third-party managers, managing over $256 billion in assets.
Matthew K
Series 66
Indianapolis, IN
Cetera
Matthew Klink is a financial professional based in Indianapolis, IN, with five years of industry experience. He holds a Series 66 designation and is currently affiliated with Cetera. Klink has been involved with multiple financial services entities, including Klink Wealth Management LLC, Artistic Strategies, and Artistry Wealth. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm manages over $256 billion in assets and supports more than 10,000 advisors and approximately 800,000 clients.
Jonathon S
CFP®, Series 63
Indianapolis, IN
Cetera
Jonathon Stewart is a CFP® professional with 24 years of industry experience, currently affiliated with Cetera. His career includes roles at First Allied Advisory Services, Artistry Wealth, and Brunette & Associates. He also serves as president of J Bradley Stewart Inc., a holding company. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and institutional accounts, offering a multi-manager platform with a variety of portfolio management and advisory services.
Jason W
CFP®, Series 63, Series 66
Indianapolis, IN
Cetera
Jason Wenzel is a CFP® professional with 14 years of industry experience, currently affiliated with Cetera in Indianapolis, IN. His prior roles include positions at J.P. Morgan Securities, Schwab Private Client Investment Advisory, and Charles Schwab. He is involved in multiple financial services businesses operating under DBAs such as Artistic Strategies and Brunette & Associates. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with access to affiliated and third-party managers across various program structures.
Brenda R
Series 63
Indianapolis, IN
Cetera
Brenda Ramsey is a financial professional with 21 years of industry experience, currently affiliated with Cetera. She holds a Series 63 designation and has worked with several firms, including First Allied Advisory Services and Artistry Wealth, LLC. Outside of her advisory work, she serves as a director at Tuxedo Park Baptist Church and volunteers with LPGA Amateurs Central Indiana. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.
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