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Vinya M

CFP®, Series 66

Indianapolis, IN

Cetera

Vinya Muso is a CFP® and Series 66-registered financial advisor with 10 years of industry experience. He is currently affiliated with Cetera Investment Advisors LLC and has previously worked at Raymond James Financial Services and its affiliates. In addition to his work at Cetera, he is employed as a financial advisor at Gagne Wealth Management in Indianapolis. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base including individuals, employer-sponsored 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 both discretionary and non-discretionary account management with over $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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Jeffry W

Series 63, Series 66

Fishers, IN

J.P. Morgan Securities

Jeffry Wambolt is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Fidelity Investments, Carson Wealth, and Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Founder/Business Owner
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Garry A

Series 66

Greenfield, IN

LPL Financial

Garry Autry is a financial advisor with LPL Financial, holding a Series 66 designation and over 22 years of industry experience. He has worked at LPL Financial since 2018 and previously spent eight years at Money Concepts Capital Corp. In addition to his advisory work, he is involved with Crawford & Associates, which provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of advisors and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Joseph M

Series 63, Series 65

Greenfield, IN

LPL Financial

Joseph Mcintosh is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Royal Alliance and National Planning Corporation. In addition to his advisory role, he operates McIntosh CPA LLC, a tax preparation and accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions supported by research, technology, and a broad platform that includes insurance and banking partnerships.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Keith W

Series 66

Fishers, IN

OSAIC

Keith Waterman is a financial advisor with OSAIC Wealth Inc, holding a Series 66 designation and 11 years of industry experience. He has worked at firms including Resource Planning Group, Commonwealth Financial Network, and Cambridge Investment Research. Waterman is also president of Prosperity Planning Group, Inc., his own non-investment-related S Corporation business entity. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation, portfolio optimization tools, and a range of managed account programs, supported by a complex network of affiliates and private equity ownership.

Annuities Private / alternative investments
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Tania C

Series 63, Series 65

Maxwell, IN

Edward Jones

Tania Campbell Cruser is a financial advisor with Edward Jones in Maxwell, IN, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Edward Jones since 2010. Outside her advisory work, she owns Bunny Egg Farms, where she raises and breeds rabbits and chickens, selling show animals to 4H participants and pets. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory strategies and affiliated investment products supported by a nationwide network of more than 23,700 advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Brandon P

Series 66

New Palestine, IN

Raymond James Financial

Brandon Proctor is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 66 credential and previously worked with Commonwealth Financial Network and Village Wealth Management. Outside of advisory roles, he has experience with Indy Jet Management and Doodles of Cali. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Joshua W

Series 66

Fishers, IN

OSAIC

Joshua Weaver is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with OSAIC and previously worked at Commonwealth Financial Network and Cambridge Investment Research Advisors. Outside of his advisory work, he serves as a deacon and a member of the finance committee at Pennington Park Church, where he oversees benevolence policy and assists with financial decision-making. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process that includes portfolio optimization, risk assessment, and the use of discretionary strategies and third-party managers.

Annuities Private / alternative investments
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