Jeffrey Watson is a financial advisor with Cetera Planning Partners in Indianapolis, holding the CFP® designation and Series 63 license with 29 years of industry experience. His career includes long tenures at Avantax and 1st Global Advisors, and he operates WealthCare Financial Group LLC, providing financial services to clients. Additionally, he is involved in tax preparation as a sole proprietor. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm uses a diversified investment approach built from mutual funds and ETFs aligned with client objectives, supported by ancillary services including tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Hilary Bogard is a financial advisor at Cetera Planning Partners with two years of industry experience. She holds a Series 66 designation and has worked in various roles within Cetera and Avantax firms since 2024. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm also offers tax planning, bookkeeping, payroll support, and estate-planning services through a third-party provider, utilizing a diversified investment approach tailored to client objectives and risk tolerance.