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Donald H

Series 63, Series 66

Indianapolis, IN

Robert Baird & Co.

Donald Hutchinson is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 66 credentials, and has 22 years of industry experience. He previously worked at Goelzer Investment Management for 19 years before joining Baird in 2026. Hutchinson serves as a director for two non-profit organizations: Cookies for Kids Cancer and the Cornea Research Foundation. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which provides services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management options, utilizing internal research, manager selection, and tax-management strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Lynn M

Series 63

Indianapolis, IN

Wells Fargo Clearing

Lynn Macabee is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding a Series 63 designation and bringing 31 years of industry experience. Prior to joining Wells Fargo Clearing in 2016, Macabee worked for A. G. Edwards & Sons, Inc. for ten years. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Brett H

CFP®, Series 63

Indianapolis, IN

UBS Financial Services

Brett Headley is a CFP® with 16 years of experience in the financial services industry. He is currently with UBS Financial Services and previously worked at JP Morgan Chase Bank and J.P. Morgan Securities. He serves as Vice President and Investment Committee Chair for Horizon House, a nonprofit providing services to the homeless community. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and capital market assumptions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Jacob H

Series 63, Series 65

Knightstown, IN

Cetera

Jacob Hart is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has worked at multiple firms including Avantax Insurance Agency LLC and Winters CPA Group LLC. Hart also serves as Vice President of the Lions Club of Carthage, a local organization that raises funds for community projects. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money 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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Paul D

Series 63

Indianapolis, IN

Mass Mutual Investors Services

Paul Decoursey is a financial advisor at Mass Mutual Investors Services with 48 years of industry experience. He has been with MML Investors Services, Inc. since 1996 and has a long-standing affiliation with MassMutual Life Insurance Company starting in 1973. He holds the Series 63 designation. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using technology-driven tools to deliver written recommendations without discretionary authority.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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John H

CFP®, Series 66

Fishers, IN

LPL Financial

John Heinzinger is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with LPL Financial and has prior experience at Teachers Credit Union and CUNA Brokerage Services. Outside of his advisory work, he is secretary of Artisan Masterpiece, Inc., a for-profit business he has been involved with since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to financial planning, asset management programs, and institutional platforms, supporting advisors with various investment strategies and 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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Thane B

Series 63, Series 65

Noblesville, IN

OSAIC

Thane Bushong is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors and National Planning Corporation. Outside of advising, Bushong is president of Private Capital Mortgage Group, a residential mortgage brokerage. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization, supporting a range of investment strategies and third-party managers.

Annuities Private / alternative investments
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Thomas M

Series 66

Fishers, IN

Edward Jones

Thomas Marcinko is a financial advisor with Edward Jones in Fishers, Indiana, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is associated with Accord Topco LP, a logistics business based in Dallas, Texas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Series 63, Series 65

Indianapolis, IN

Mass Mutual Investors Services

Klynt Brummett is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2005. He is also involved as an insurance agent with Westpoint Financial Group and is a member of The Crossroads Group, LLC, which conducts financial services activities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes collaborative planning engagements supported by firm-approved software and offers specialized programs such as divorce planning and estate-settlement services.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Clinton G

ChFC®, Series 63, Series 65

Indianapolis, IN

Mass Mutual Investors Services

Clinton Gruettert is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding the ChFC® designation and Series 63 and 65 licenses. He has 16 years of industry experience, working with MassMutual entities since 2009. In addition to his advisory role, he serves as Chair of the Investment Committee for the nonprofit Dance Kaleidoscope, overseeing its endowment portfolio. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm uses collaborative, annual planning engagements supported by firm-approved analytical tools, serving clients ranging from high-net-worth individuals to employer-sponsored programs.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Mark R

Series 66

Fishers, IN

Edward Jones

Mark Robbins is a financial advisor with Edward Jones in Fishers, Indiana, holding a Series 66 credential and six years of industry experience. Prior to joining Edward Jones in 2019, he held various roles including ownership and management positions in multiple small businesses, such as pizza restaurants and training firms. Robbins also teaches courses on QuickBooks and Excel for adult learners at Hope Training Academy and serves on advisory boards for private companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients with an extensive nationwide network of financial advisors and branch offices. The firm offers a range of investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance General retirement planning Founder/Business Owner
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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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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.

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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Brett N

ChFC®, Series 63

Indianapolis, IN

Mass Mutual Investors Services

Brett Nanna is a financial advisor at Mass Mutual Investors Services with 31 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at New York Life Insurance Company, Eagle Strategies (NY Life), Guardian Life Insurance Company, and Park Avenue Securities. In addition to his advisory work, he is also engaged in outside insurance sales. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, annual planning engagements supported by firm-approved software tools and offers specialized programs including divorce and estate-settlement planning.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Kirsten R

Series 63, Series 65

Indianapolis, IN

RBC Capital Markets

Kirsten Robinson is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for six years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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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.

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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Paul M

Series 66

Fishers, IN

LPL Financial

Paul McIntosh is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Waddell & Reed Inc and was involved with various insurance carriers. Outside of his advisory role, he serves as a board member for Rainmaker's Young Professionals and coaches football at Guerin Catholic High School and Brownsburg High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a wide range of advisory and brokerage services to individuals, retirement plans, institutions, and banks. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and 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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Vicki S

Series 63

Indianapolis, IN

Wells Fargo Clearing

Vicki Stovall is a financial advisor with Wells Fargo Clearing in Indianapolis, holding a Series 63 designation and 37 years of industry experience. She previously worked at Merrill from 2009 to 2010 before joining Wells Fargo Clearing in 2016. Outside of her advisory work, she serves as a general partner and bookkeeper for a commercial and residential properties business and acts as a consultant for a commercial sign shop. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles and modern portfolio theory, offering both brokerage and advisory solutions.

Retired Founder/Business Owner
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Thomas R

Series 66

Indianapolis, IN

Wells Fargo Advisors

Thomas Russell is a financial advisor with Wells Fargo Advisors in Fort Wayne, IN, holding a Series 66 designation and over 23 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. for 20 years prior to joining Wells Fargo Advisors in 2025. Outside of advising, he has a business ownership role with Stratim Group, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, specializing in areas such as retirement, risk management, and business-owner transition planning. The firm combines advisory services with various financial products and offers tailored planning using its proprietary research and tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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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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